HEMMING& WEALTH MANAGEMENT, INC.
TRAVERSE CITY MI · SEC CIK 0001782624
$1.64亿2026Q2 申报市值
16持仓数
98.1%前十大占比 · 第一大 19.2%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BAI 新建仓+$1,121.97万
MU 新建仓+$53.67万
EFV 加仓+$23.62万
IVE 加仓+$11.26万
IJR 加仓+$4.32万
2026Q2 卖出最多 按季末市值估算
IYW 减仓-$1,236.16万
DYNF 减仓-$88.12万
IVW 减仓-$87.50万
JQUA 减仓-$51.49万
IVV 减仓-$38.04万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,149.33万 | 19.17% | 435,713 | -7,123 | -1.6% | -$51.49万 | 减仓 |
| IVW | ISHARES TR | $3,028.73万 | 18.44% | 220,223 | -6,362 | -2.8% | -$87.50万 | 减仓 |
| IVV | ISHARES TR | $2,341.07万 | 14.25% | 31,260 | -508 | -1.6% | -$38.04万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,957.24万 | 11.91% | 287,787 | -12,957 | -4.3% | -$88.12万 | 减仓 |
| EFV | ISHARES TR | $1,773.25万 | 10.79% | 231,646 | 3,085 | 1.3% | $23.62万 | 加仓 |
| IVE | ISHARES TR | $1,214.67万 | 7.39% | 53,496 | 496 | 0.9% | $11.26万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,121.97万 | 6.83% | 212,817 | 212,817 | — | $1,121.97万 | 新建仓 |
| IJR | ISHARES TR | $940.81万 | 5.73% | 63,435 | 291 | 0.5% | $4.32万 | 加仓 |
| IYW | ISHARES TR | $502.90万 | 3.06% | 19,938 | -49,009 | -71.1% | -$1,236.16万 | 减仓 |
| KO | COCA COLA CO | $78.77万 | 0.48% | 9,630 | -625 | -6.1% | -$5.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $69.88万 | 0.43% | 1,873 | -326 | -14.8% | -$12.16万 | 减仓 |
| SYK | STRYKER CORPORATION | $69.63万 | 0.42% | 2,206 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.32万 | 0.33% | 1,520 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $53.67万 | 0.33% | 465 | 465 | — | $53.67万 | 新建仓 |
| AAPL | APPLE INC | $42.04万 | 0.26% | 1,453 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.60万 | 0.17% | 306 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$21.66万 | 清仓 |