13F 机构持仓

Schorn Wealth LLC

ENGLEWOOD FL · SEC CIK 0001792851

2026Q22026Q1 更早 9 个季度 🔒
$3.31亿2026Q1 申报市值
76持仓数
66.3%前十大占比 · 第一大 13.6%
3 / 3新建仓 / 清仓
申报市值走势$3.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRW 13.6%
FFEB 8.5%
VTIP 7.6%
VRIG 7.5%
HARTFORD FDS E 7.4%
SMH 5.0%
EQWL 4.7%
XLK 4.4%
FFLC 4.2%
OEF 3.4%

2026Q1 买入最多 按季末市值估算

QLC 新建仓+$821.78万
XLK 加仓+$115.82万
FFLC 加仓+$85.14万
IAK 加仓+$77.36万
IVV 加仓+$69.57万

2026Q1 卖出最多 按季末市值估算

DGRW 减仓-$408.24万
SPY 减仓-$55.80万
IBIT 减仓-$40.69万
SNOW 清仓-$35.08万
IXC 减仓-$31.06万

2026Q1 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
SNOW SNOWFLAKE INC $00.00%0 -1,599-100.0% -$35.08万 清仓
CPRT COPART INC $00.00%0 -7,351-100.0% -$28.78万 清仓
V VISA INC $00.00%0 —— — 申报中断
MCD MCDONALDS CORP $00.00%0 -665-100.0% -$20.32万 清仓
IREN IREN LIMITED $20.03万0.06%5,842 -811-12.2% -$2.78万 重新持有
ABBV ABBVIE INC $20.36万0.06%936 30.3% $653 加仓
IWM ISHARES TR $20.39万0.06%822 822— $20.39万 新建仓
XLV SELECT SECTOR SPDR TR $20.50万0.06%1,399 -128-8.4% -$1.88万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $20.51万0.06%428 00.0% — 不变
PFE PFIZER INC $20.87万0.06%7,433 -1,065-12.5% -$2.99万 减仓
SPDW SPDR INDEX SHS FDS $22.24万0.07%4,872 00.0% — 不变
RTX RTX CORPORATION $22.29万0.07%1,156 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $22.66万0.07%935 00.0% — 不变
TREX TREX INC $23.31万0.07%6,400 00.0% — 不变
SO SOUTHERN CO $23.68万0.07%2,453 00.0% — 不变
IWV ISHARES TR $24.19万0.07%653 20.3% $741 加仓
IJR ISHARES TR $25.53万0.08%2,054 00.0% — 不变
GRNY TIDAL TRUST I $25.57万0.08%10,714 -1,272-10.6% -$3.04万 减仓
DORM DORMAN PRODS INC $26.76万0.08%2,564 00.0% — 不变
PSX PHILLIPS 66 $27.62万0.08%1,516 00.0% — 重新持有
— HONEYWELL INTL INC $29.98万0.09%1,326 00.0% — 不变
COP CONOCOPHILLIPS $30.42万0.09%2,305 00.0% — 不变
LMND LEMONADE INC $31.01万0.09%4,947 4,947— $31.01万 新建仓
CRWD CROWDSTRIKE HLDGS INC $31.27万0.09%801 20033.3% $7.81万 加仓
IBIT ISHARES BITCOIN TRUST ETF $37.63万0.11%9,794 -10,591-52.0% -$40.69万 减仓
CVX CHEVRON CORPORATION $38.91万0.12%1,880 00.0% — 不变
BAC BANK AMERICA CORP $39.66万0.12%8,136 10.0% $49 加仓
VEA VANGUARD TAX-MANAGED FDS $40.66万0.12%6,346 -127-2.0% -$8,138 减仓
ODFL OLD DOMINION FREIGHT LINE IN $52.72万0.16%2,698 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $54.41万0.16%109,696 -27,348-20.0% -$13.56万 减仓
LLY ELI LILLY & CO $55.91万0.17%608 00.0% — 不变
MU MICRON TECHNOLOGY INC $60.41万0.18%1,788 -80-4.3% -$2.70万 减仓
NET CLOUDFLARE INC $64.71万0.20%3,136 54621.1% $11.27万 加仓
IYW ISHARES TR $66.84万0.20%3,684 00.0% — 不变
BRNY EA SERIES TRUST $68.71万0.21%14,093 -148-1.0% -$7,215 减仓
HOOD ROBINHOOD MKTS INC $69.47万0.21%10,024 2,93141.3% $20.31万 加仓
IXC ISHARES TR $72.09万0.22%12,514 -5,392-30.1% -$31.06万 减仓
MMM 3M CO $78.92万0.24%5,434 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $86.22万0.26%5,894 1,91448.1% $28.00万 加仓
DBEU DBX ETF TR $87.30万0.26%17,919 -1,142-6.0% -$5.56万 减仓
IGRO ISHARES TR $88.81万0.27%10,601 70.1% $586 加仓
SPYM SPDR SERIES TRUST $92.35万0.28%12,066 90.1% $689 加仓
APD AIR PRODUCTS AND CHEMICALS I $93.22万0.28%3,209 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $97.48万0.29%12,042 00.0% — 不变
URA GLOBAL X FDS $101.21万0.31%20,899 6,05840.8% $29.34万 加仓
OUSM ALPS ETF TR $109.24万0.33%24,974 -1,078-4.1% -$4.72万 减仓
JNJ JOHNSON & JOHNSON $109.95万0.33%4,498 50.1% $1,222 加仓
SHOP SHOPIFY INC $116.09万0.35%9,787 4935.3% $5.85万 加仓
ACIO ETF SER SOLUTIONS $119.86万0.36%28,565 -5,332-15.7% -$22.37万 减仓
— EXXON MOBIL CORP $126.53万0.38%7,458 30.0% $509 加仓
JPM JPMORGAN CHASE & CO $139.16万0.42%4,731 -34-0.7% -$1.00万 减仓
MOAT VANECK ETF TRUST $156.78万0.47%16,213 -467-2.8% -$4.52万 减仓
META META PLATFORMS INC $189.93万0.57%3,320 -18-0.5% -$1.03万 减仓
XLC SELECT SECTOR SPDR TR $207.52万0.63%18,719 1,0706.1% $11.86万 加仓
GOOGL ALPHABET INC $214.79万0.65%7,469 20.0% $575 加仓
MSFT MICROSOFT CORP $237.68万0.72%6,421 90.1% $3,331 加仓
TSLA TESLA INC $280.15万0.85%7,536 -84-1.1% -$3.12万 减仓
NVDA NVIDIA CORPORATION $281.37万0.85%16,134 -332-2.0% -$5.79万 减仓
AAPL APPLE INC $301.64万0.91%11,886 -93-0.8% -$2.36万 减仓
AMZN AMAZON COM INC $335.73万1.01%16,120 -76-0.5% -$1.58万 减仓
AVGO BROADCOM INC $346.41万1.05%11,192 310.3% $9,595 加仓
NLR VANECK ETF TRUST $453.06万1.37%34,016 2,3557.4% $31.37万 加仓
SPMO INVESCO EXCH TRADED FD TR II $492.78万1.49%43,955 2,2935.5% $25.71万 加仓
SPY STATE STR SPDR S&P 500 ETF T $557.66万1.68%8,575 -858-9.1% -$55.80万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $614.12万1.85%42,347 -255-0.6% -$3.70万 减仓
IVV ISHARES TR $634.69万1.92%9,716 1,06512.3% $69.57万 加仓
DBEF DBX ETF TR $642.84万1.94%130,130 6,3515.1% $31.37万 加仓
IAK ISHARES TR $798.99万2.41%62,280 6,03010.7% $77.36万 加仓
QLC FLEXSHARES TR $821.78万2.48%105,141 105,141— $821.78万 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $939.40万2.84%84,799 -781-0.9% -$8.65万 减仓
OEF ISHARES TR $1,110.92万3.36%34,927 1,5154.5% $48.19万 加仓
FFLC FIDELITY COVINGTON TRUST $1,377.61万4.16%268,619 16,6016.6% $85.14万 加仓
XLK SELECT SECTOR SPDR TR $1,459.00万4.41%109,782 8,7158.6% $115.82万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $1,562.07万4.72%135,550 -991-0.7% -$11.42万 减仓
SMH VANECK ETF TRUST $1,643.19万4.96%42,858 -581-1.3% -$22.28万 减仓
— HARTFORD FDS EXCHANGE TRADED $2,465.11万7.45%636,154 9,5411.5% $36.97万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $2,477.93万7.48%989,787 11,8511.2% $29.67万 加仓
VTIP VANGUARD MALVERN FDS $2,527.89万7.63%506,084 3,5850.7% $17.91万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $2,814.91万8.50%504,012 1,9600.4% $10.95万 加仓
DGRW WISDOMTREE TR $4,506.45万13.61%513,030 -46,475-8.3% -$408.24万 减仓