Schorn Wealth LLC
ENGLEWOOD FL · SEC CIK 0001792851
$3.82亿2026Q2 申报市值
80持仓数
68.5%前十大占比 · 第一大 15.6%
8 / 5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
DGRW 加仓+$1,046.71万
IVV 加仓+$368.39万
XOM 新建仓+$102.01万
FFLC 加仓+$78.08万
IAK 加仓+$58.99万
2026Q2 卖出最多 按季末市值估算
QLC 减仓-$768.09万
SPY 减仓-$350.75万
EXXON MOBIL CORP 清仓-$126.53万
JNJ 减仓-$81.11万
SMH 减仓-$49.26万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $5,952.31万 | 15.57% | 622,496 | 109,466 | 21.3% | $1,046.71万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $3,036.12万 | 7.94% | 497,888 | -6,124 | -1.2% | -$37.34万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,761.77万 | 7.22% | 42,107 | -751 | -1.8% | -$49.26万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,541.80万 | 6.65% | 506,031 | -53 | -0.0% | -$2,662 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,511.69万 | 6.57% | 1,001,872 | 12,085 | 1.2% | $30.30万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $2,492.37万 | 6.52% | 641,399 | 5,245 | 0.8% | $20.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,111.14万 | 5.52% | 110,809 | 1,027 | 0.9% | $19.57万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,790.41万 | 4.68% | 138,770 | 3,220 | 2.4% | $41.54万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $1,660.52万 | 4.34% | 281,873 | 13,254 | 4.9% | $78.08万 | 加仓 |
| OEF | ISHARES TR | $1,327.17万 | 3.47% | 36,274 | 1,347 | 3.9% | $49.28万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,139.22万 | 2.98% | 85,495 | 696 | 0.8% | $9.27万 | 加仓 |
| IVV | ISHARES TR | $1,096.03万 | 2.87% | 14,635 | 4,919 | 50.6% | $368.39万 | 加仓 |
| IAK | ISHARES TR | $934.40万 | 2.44% | 66,477 | 4,197 | 6.7% | $58.99万 | 加仓 |
| DBEF | DBX ETF TR | $738.00万 | 1.93% | 135,091 | 4,961 | 3.8% | $27.10万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $723.76万 | 1.89% | 42,539 | 192 | 0.5% | $3.27万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $709.10万 | 1.85% | 43,896 | -59 | -0.1% | -$9,531 | 减仓 |
| NLR | VANECK ETF TRUST | $431.42万 | 1.13% | 37,198 | 3,182 | 9.4% | $36.90万 | 加仓 |
| AVGO | BROADCOM INC | $421.81万 | 1.10% | 11,166 | -26 | -0.2% | -$9,822 | 减仓 |
| AMZN | AMAZON COM INC | $381.75万 | 1.00% | 16,017 | -103 | -0.6% | -$2.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $357.09万 | 0.93% | 17,847 | 1,713 | 10.6% | $34.27万 | 加仓 |
| AAPL | APPLE INC | $345.44万 | 0.90% | 11,938 | 52 | 0.4% | $1.50万 | 加仓 |
| TSLA | TESLA INC | $316.96万 | 0.83% | 7,536 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.59万 | 0.76% | 3,878 | -4,697 | -54.8% | -$350.75万 | 减仓 |
| GOOGL | ALPHABET INC | $264.47万 | 0.69% | 7,401 | -68 | -0.9% | -$2.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $254.73万 | 0.67% | 6,829 | 408 | 6.4% | $15.22万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $213.55万 | 0.56% | 19,934 | 1,215 | 6.5% | $13.02万 | 加仓 |
| META | META PLATFORMS INC | $186.22万 | 0.49% | 3,306 | -14 | -0.4% | -$7,886 | 减仓 |
| QLC | FLEXSHARES TR | $176.81万 | 0.46% | 19,674 | -85,467 | -81.3% | -$768.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $168.44万 | 0.44% | 1,459 | -329 | -18.4% | -$37.98万 | 减仓 |
| MOAT | VANECK ETF TRUST | $162.34万 | 0.42% | 15,616 | -597 | -3.7% | -$6.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $154.92万 | 0.41% | 4,733 | 2 | 0.0% | $655 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $131.80万 | 0.34% | 28,565 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $116.77万 | 0.31% | 10,227 | 440 | 4.5% | $5.02万 | 加仓 |
| OUSM | ALPS ETF TR | $114.26万 | 0.30% | 24,046 | -928 | -3.7% | -$4.41万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $106.12万 | 0.28% | 12,075 | 9 | 0.1% | $791 | 加仓 |
| XOM | EXXON MOBIL CORP | $102.01万 | 0.27% | 7,461 | 7,461 | — | $102.01万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $100.52万 | 0.26% | 10,024 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $97.73万 | 0.26% | 12,042 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $94.08万 | 0.25% | 3,209 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $93.45万 | 0.24% | 10,628 | 27 | 0.3% | $2,374 | 加仓 |
| MMM | 3M CO | $87.98万 | 0.23% | 5,434 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $86.48万 | 0.23% | 16,028 | -1,891 | -10.6% | -$10.20万 | 减仓 |
| URA | GLOBAL X FDS | $83.13万 | 0.22% | 19,024 | -1,875 | -9.0% | -$8.19万 | 减仓 |
| NET | CLOUDFLARE INC | $83.05万 | 0.22% | 3,386 | 250 | 8.0% | $6.13万 | 加仓 |
| BRNY | EA SERIES TRUST | $78.54万 | 0.21% | 13,495 | -598 | -4.2% | -$3.48万 | 减仓 |
| LLY | ELI LILLY & CO | $72.95万 | 0.19% | 608 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.55万 | 0.19% | 6,218 | 324 | 5.5% | $3.78万 | 加仓 |
| IYW | ISHARES TR | $72.29万 | 0.19% | 2,866 | -818 | -22.2% | -$20.63万 | 减仓 |
| IXC | ISHARES TR | $60.16万 | 0.16% | 12,245 | -269 | -2.1% | -$1.32万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $58.85万 | 0.15% | 100,077 | -9,619 | -8.8% | -$5.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $54.49万 | 0.14% | 714 | -87 | -10.9% | -$6.64万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $49.54万 | 0.13% | 2,287 | -411 | -15.2% | -$8.90万 | 减仓 |
| BAC | BANK OF AMER CORP | $46.36万 | 0.12% | 8,136 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.21万 | 0.12% | 6,345 | -1 | -0.0% | -$71 | 减仓 |
| LMND | LEMONADE INC | $35.27万 | 0.09% | 5,422 | 475 | 9.6% | $3.09万 | 加仓 |
| DORM | DORMAN PRODS INC | $34.99万 | 0.09% | 2,564 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $34.26万 | 0.09% | 7,492 | 1,650 | 28.2% | $7.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $33.11万 | 0.09% | 1,304 | -3,194 | -71.0% | -$81.11万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $32.60万 | 0.09% | 9,794 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $32.03万 | 0.08% | 6,400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $31.72万 | 0.08% | 546 | 546 | — | $31.72万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $31.18万 | 0.08% | 1,881 | 1 | 0.1% | $166 | 加仓 |
| GRNY | TIDAL TRUST I | $29.62万 | 0.08% | 10,714 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $27.89万 | 0.07% | 654 | 1 | 0.2% | $426 | 加仓 |
| PSX | PHILLIPS 66 | $25.63万 | 0.07% | 1,516 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $24.63万 | 0.06% | 4,887 | 15 | 0.3% | $756 | 加仓 |
| COP | CONOCOPHILLIPS | $23.96万 | 0.06% | 2,305 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.89万 | 0.06% | 696 | 36 | 5.5% | $1.24万 | 重新持有 |
| ABBV | ABBVIE INC | $23.64万 | 0.06% | 939 | 3 | 0.3% | $755 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.48万 | 0.06% | 835 | -100 | -10.7% | -$2.81万 | 减仓 |
| SO | SOUTHERN CO | $23.48万 | 0.06% | 2,453 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $22.52万 | 0.06% | 637 | 637 | — | $22.52万 | 新建仓 |
| ALL | ALLSTATE CORP | $21.99万 | 0.06% | 924 | 924 | — | $21.99万 | 新建仓 |
| RTX | RTX CORPORATION | $21.93万 | 0.06% | 1,156 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.42万 | 0.06% | 428 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $21.01万 | 0.05% | 4,996 | 4,996 | — | $21.01万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.77万 | 0.05% | 1,309 | -90 | -6.4% | -$1.43万 | 减仓 |
| DVY | ISHARES TR | $20.76万 | 0.05% | 1,328 | 1,328 | — | $20.76万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $20.11万 | 0.05% | 543 | 543 | — | $20.11万 | 新建仓 |
| INV | INNVENTURE INC | $11.15万 | 0.03% | 22,000 | 22,000 | — | $11.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,458 | -100.0% | -$126.53万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,326 | -100.0% | -$29.98万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,054 | -100.0% | -$25.53万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,433 | -100.0% | -$20.87万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -822 | -100.0% | -$20.39万 | 清仓 |