Schorn Wealth LLC
ENGLEWOOD FL · SEC CIK 0001792851
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $4,506.45万 | 13.61% | 513,030 | -46,475 | -8.3% | -$408.24万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $2,814.91万 | 8.50% | 504,012 | 1,960 | 0.4% | $10.95万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,527.89万 | 7.63% | 506,084 | 3,585 | 0.7% | $17.91万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,477.93万 | 7.48% | 989,787 | 11,851 | 1.2% | $29.67万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $2,465.11万 | 7.45% | 636,154 | 9,541 | 1.5% | $36.97万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,643.19万 | 4.96% | 42,858 | -581 | -1.3% | -$22.28万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,562.07万 | 4.72% | 135,550 | -991 | -0.7% | -$11.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,459.00万 | 4.41% | 109,782 | 8,715 | 8.6% | $115.82万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $1,377.61万 | 4.16% | 268,619 | 16,601 | 6.6% | $85.14万 | 加仓 |
| OEF | ISHARES TR | $1,110.92万 | 3.36% | 34,927 | 1,515 | 4.5% | $48.19万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $939.40万 | 2.84% | 84,799 | -781 | -0.9% | -$8.65万 | 减仓 |
| QLC | FLEXSHARES TR | $821.78万 | 2.48% | 105,141 | 105,141 | — | $821.78万 | 新建仓 |
| IAK | ISHARES TR | $798.99万 | 2.41% | 62,280 | 6,030 | 10.7% | $77.36万 | 加仓 |
| DBEF | DBX ETF TR | $642.84万 | 1.94% | 130,130 | 6,351 | 5.1% | $31.37万 | 加仓 |
| IVV | ISHARES TR | $634.69万 | 1.92% | 9,716 | 1,065 | 12.3% | $69.57万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $614.12万 | 1.85% | 42,347 | -255 | -0.6% | -$3.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $557.66万 | 1.68% | 8,575 | -858 | -9.1% | -$55.80万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $492.78万 | 1.49% | 43,955 | 2,293 | 5.5% | $25.71万 | 加仓 |
| NLR | VANECK ETF TRUST | $453.06万 | 1.37% | 34,016 | 2,355 | 7.4% | $31.37万 | 加仓 |
| AVGO | BROADCOM INC | $346.41万 | 1.05% | 11,192 | 31 | 0.3% | $9,595 | 加仓 |
| AMZN | AMAZON COM INC | $335.73万 | 1.01% | 16,120 | -76 | -0.5% | -$1.58万 | 减仓 |
| AAPL | APPLE INC | $301.64万 | 0.91% | 11,886 | -93 | -0.8% | -$2.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $281.37万 | 0.85% | 16,134 | -332 | -2.0% | -$5.79万 | 减仓 |
| TSLA | TESLA INC | $280.15万 | 0.85% | 7,536 | -84 | -1.1% | -$3.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $237.68万 | 0.72% | 6,421 | 9 | 0.1% | $3,331 | 加仓 |
| GOOGL | ALPHABET INC | $214.79万 | 0.65% | 7,469 | 2 | 0.0% | $575 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $207.52万 | 0.63% | 18,719 | 1,070 | 6.1% | $11.86万 | 加仓 |
| META | META PLATFORMS INC | $189.93万 | 0.57% | 3,320 | -18 | -0.5% | -$1.03万 | 减仓 |
| MOAT | VANECK ETF TRUST | $156.78万 | 0.47% | 16,213 | -467 | -2.8% | -$4.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $139.16万 | 0.42% | 4,731 | -34 | -0.7% | -$1.00万 | 减仓 |
| — | EXXON MOBIL CORP | $126.53万 | 0.38% | 7,458 | 3 | 0.0% | $509 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $119.86万 | 0.36% | 28,565 | -5,332 | -15.7% | -$22.37万 | 减仓 |
| SHOP | SHOPIFY INC | $116.09万 | 0.35% | 9,787 | 493 | 5.3% | $5.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $109.95万 | 0.33% | 4,498 | 5 | 0.1% | $1,222 | 加仓 |
| OUSM | ALPS ETF TR | $109.24万 | 0.33% | 24,974 | -1,078 | -4.1% | -$4.72万 | 减仓 |
| URA | GLOBAL X FDS | $101.21万 | 0.31% | 20,899 | 6,058 | 40.8% | $29.34万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $97.48万 | 0.29% | 12,042 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $93.22万 | 0.28% | 3,209 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $92.35万 | 0.28% | 12,066 | 9 | 0.1% | $689 | 加仓 |
| IGRO | ISHARES TR | $88.81万 | 0.27% | 10,601 | 7 | 0.1% | $586 | 加仓 |
| DBEU | DBX ETF TR | $87.30万 | 0.26% | 17,919 | -1,142 | -6.0% | -$5.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.22万 | 0.26% | 5,894 | 1,914 | 48.1% | $28.00万 | 加仓 |
| MMM | 3M CO | $78.92万 | 0.24% | 5,434 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $72.09万 | 0.22% | 12,514 | -5,392 | -30.1% | -$31.06万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $69.47万 | 0.21% | 10,024 | 2,931 | 41.3% | $20.31万 | 加仓 |
| BRNY | EA SERIES TRUST | $68.71万 | 0.21% | 14,093 | -148 | -1.0% | -$7,215 | 减仓 |
| IYW | ISHARES TR | $66.84万 | 0.20% | 3,684 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $64.71万 | 0.20% | 3,136 | 546 | 21.1% | $11.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.41万 | 0.18% | 1,788 | -80 | -4.3% | -$2.70万 | 减仓 |
| LLY | ELI LILLY & CO | $55.91万 | 0.17% | 608 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $54.41万 | 0.16% | 109,696 | -27,348 | -20.0% | -$13.56万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $52.72万 | 0.16% | 2,698 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.66万 | 0.12% | 6,346 | -127 | -2.0% | -$8,138 | 减仓 |
| BAC | BANK AMERICA CORP | $39.66万 | 0.12% | 8,136 | 1 | 0.0% | $49 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.91万 | 0.12% | 1,880 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.63万 | 0.11% | 9,794 | -10,591 | -52.0% | -$40.69万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.27万 | 0.09% | 801 | 200 | 33.3% | $7.81万 | 加仓 |
| LMND | LEMONADE INC | $31.01万 | 0.09% | 4,947 | 4,947 | — | $31.01万 | 新建仓 |
| COP | CONOCOPHILLIPS | $30.42万 | 0.09% | 2,305 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $29.98万 | 0.09% | 1,326 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $27.62万 | 0.08% | 1,516 | 0 | 0.0% | — | 重新持有 |
| DORM | DORMAN PRODS INC | $26.76万 | 0.08% | 2,564 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $25.57万 | 0.08% | 10,714 | -1,272 | -10.6% | -$3.04万 | 减仓 |
| IJR | ISHARES TR | $25.53万 | 0.08% | 2,054 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $24.19万 | 0.07% | 653 | 2 | 0.3% | $741 | 加仓 |
| SO | SOUTHERN CO | $23.68万 | 0.07% | 2,453 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $23.31万 | 0.07% | 6,400 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.66万 | 0.07% | 935 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.29万 | 0.07% | 1,156 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $22.24万 | 0.07% | 4,872 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.87万 | 0.06% | 7,433 | -1,065 | -12.5% | -$2.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.51万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $20.50万 | 0.06% | 1,399 | -128 | -8.4% | -$1.88万 | 减仓 |
| IWM | ISHARES TR | $20.39万 | 0.06% | 822 | 822 | — | $20.39万 | 新建仓 |
| ABBV | ABBVIE INC | $20.36万 | 0.06% | 936 | 3 | 0.3% | $653 | 加仓 |
| IREN | IREN LIMITED | $20.03万 | 0.06% | 5,842 | -811 | -12.2% | -$2.78万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,599 | -100.0% | -$35.08万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -7,351 | -100.0% | -$28.78万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -665 | -100.0% | -$20.32万 | 清仓 |