Relyea Zuckerberg Hanson LLC
STAMFORD CT · SEC CIK 0001793691
$9.95亿2026Q1 申报市值
276持仓数
47.8%前十大占比 · 第一大 10.8%
18 / 5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
AVTM 新建仓+$1,745.18万
AAUA 新建仓+$1,662.51万
SGOV 加仓+$1,655.51万
BIL 加仓+$395.37万
VONG 加仓+$261.30万
2026Q1 卖出最多 按季末市值估算
AAUS 减仓-$811.41万
AAPL 减仓-$368.17万
XLI 减仓-$211.83万
XLF 减仓-$184.40万
MSFT 减仓-$144.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.08亿 | 10.83% | 246,527 | 3,201 | 1.3% | $139.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,097.69万 | 9.15% | 463,695 | 2,890 | 0.6% | $56.70万 | 加仓 |
| IWF | ISHARES TR | $4,971.81万 | 5.00% | 116,600 | -1,300 | -1.1% | -$55.43万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,632.24万 | 4.66% | 505,482 | 43,144 | 9.3% | $395.37万 | 加仓 |
| IWD | ISHARES TR | $4,411.94万 | 4.44% | 206,484 | -1,375 | -0.7% | -$29.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,887.40万 | 3.91% | 606,648 | 32,316 | 5.6% | $207.08万 | 加仓 |
| SGOV | ISHARES TR | $3,327.60万 | 3.35% | 330,578 | 164,465 | 99.0% | $1,655.51万 | 加仓 |
| AAUS | EA SERIES TRUST | $2,337.19万 | 2.35% | 446,173 | -154,899 | -25.8% | -$811.41万 | 减仓 |
| AAPL | APPLE INC | $2,058.99万 | 2.07% | 81,130 | -14,507 | -15.2% | -$368.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,047.19万 | 2.06% | 117,385 | -6,569 | -5.3% | -$114.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,934.71万 | 1.95% | 29,749 | -40 | -0.1% | -$2.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,933.50万 | 1.94% | 52,233 | -3,890 | -6.9% | -$144.00万 | 减仓 |
| IDEV | ISHARES TR | $1,780.29万 | 1.79% | 213,030 | 5,624 | 2.7% | $47.00万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $1,745.18万 | 1.75% | 371,216 | 371,216 | — | $1,745.18万 | 新建仓 |
| AAUA | EA SERIES TRUST | $1,662.51万 | 1.67% | 339,700 | 339,700 | — | $1,662.51万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1,281.55万 | 1.29% | 39,947 | 6,712 | 20.2% | $215.33万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,188.20万 | 1.19% | 29,145 | -93 | -0.3% | -$3.79万 | 减仓 |
| ESGU | ISHARES TR | $1,108.98万 | 1.12% | 78,418 | 201 | 0.3% | $2.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,045.87万 | 1.05% | 18,120 | 909 | 5.3% | $52.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,044.76万 | 1.05% | 17,484 | 82 | 0.5% | $4.90万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,022.97万 | 1.03% | 50,197 | -163 | -0.3% | -$3.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $967.20万 | 0.97% | 72,777 | -3,464 | -4.5% | -$46.04万 | 减仓 |
| IEFA | ISHARES TR | $841.49万 | 0.85% | 92,951 | 3,604 | 4.0% | $32.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $841.31万 | 0.85% | 34,418 | 2,890 | 9.2% | $70.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $830.44万 | 0.83% | 84,816 | -2,940 | -3.4% | -$28.79万 | 减仓 |
| GOOGL | ALPHABET INC | $822.95万 | 0.83% | 28,619 | -450 | -1.5% | -$12.94万 | 减仓 |
| IWB | ISHARES TR | $821.22万 | 0.83% | 23,032 | 4 | 0.0% | $1,426 | 加仓 |
| VBR | VANGUARD INDEX FDS | $802.70万 | 0.81% | 36,948 | 181 | 0.5% | $3.93万 | 加仓 |
| GOOG | ALPHABET INC | $786.77万 | 0.79% | 27,427 | -1,621 | -5.6% | -$46.50万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $776.32万 | 0.78% | 69,148 | -311 | -0.4% | -$3.49万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $767.90万 | 0.77% | 765,605 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC | $755.09万 | 0.76% | 259,838 | -14,000 | -5.1% | -$40.68万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $752.19万 | 0.76% | 68,575 | 23,822 | 53.2% | $261.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $739.43万 | 0.74% | 24,464 | 529 | 2.2% | $15.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $697.12万 | 0.70% | 23,699 | -3,863 | -14.0% | -$113.63万 | 减仓 |
| AMZN | AMAZON COM INC | $693.71万 | 0.70% | 33,308 | -192 | -0.6% | -$4.00万 | 减仓 |
| ARKW | ARK ETF TR | $669.10万 | 0.67% | 55,476 | -563 | -1.0% | -$6.79万 | 减仓 |
| ESGD | ISHARES TR | $658.12万 | 0.66% | 68,826 | 302 | 0.4% | $2.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $656.47万 | 0.66% | 59,425 | -164 | -0.3% | -$1.81万 | 减仓 |
| ABBV | ABBVIE INC | $605.44万 | 0.61% | 27,837 | -331 | -1.2% | -$7.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $587.66万 | 0.59% | 63,400 | 7,972 | 14.4% | $73.89万 | 加仓 |
| — | EXXON MOBIL CORP | $565.29万 | 0.57% | 33,319 | -1,804 | -5.1% | -$30.61万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $538.15万 | 0.54% | 108,095 | 15,189 | 16.3% | $75.62万 | 加仓 |
| GLD | SPDR GOLD TR | $502.11万 | 0.50% | 11,669 | -22 | -0.2% | -$9,466 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $454.23万 | 0.46% | 48,456 | 3,219 | 7.1% | $30.17万 | 加仓 |
| AVGO | BROADCOM INC | $449.36万 | 0.45% | 14,518 | 395 | 2.8% | $12.23万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $404.21万 | 0.41% | 162,010 | 33,270 | 25.8% | $83.01万 | 加仓 |
| META | META PLATFORMS INC | $399.24万 | 0.40% | 6,978 | -123 | -1.7% | -$7.04万 | 减仓 |
| V | VISA INC | $391.58万 | 0.39% | 12,956 | -2,943 | -18.5% | -$88.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $367.12万 | 0.37% | 7,661 | -886 | -10.4% | -$42.46万 | 减仓 |
| SUSA | ISHARES TR | $315.19万 | 0.32% | 23,860 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $311.58万 | 0.31% | 21,572 | -620 | -2.8% | -$8.96万 | 减仓 |
| LLY | ELI LILLY & CO | $292.79万 | 0.29% | 3,183 | -70 | -2.2% | -$6.44万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $292.69万 | 0.29% | 16,875 | 10,330 | 157.8% | $179.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $287.35万 | 0.29% | 13,361 | 12 | 0.1% | $2,581 | 加仓 |
| IAU | ISHARES GOLD TR | $280.53万 | 0.28% | 31,820 | 315 | 1.0% | $2.78万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $247.57万 | 0.25% | 22,717 | 1 | 0.0% | $109 | 加仓 |
| ABT | ABBOTT LABORATORIES | $245.22万 | 0.25% | 23,884 | -2,014 | -7.8% | -$20.68万 | 减仓 |
| TSLA | TESLA INC | $240.37万 | 0.24% | 6,466 | -67 | -1.0% | -$2.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $240.24万 | 0.24% | 2,411 | 326 | 15.6% | $32.48万 | 加仓 |
| KO | COCA COLA CO | $236.03万 | 0.24% | 31,037 | -5,854 | -15.9% | -$44.52万 | 减仓 |
| IVV | ISHARES TR | $235.95万 | 0.24% | 3,612 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $235.31万 | 0.24% | 7,499 | -438 | -5.5% | -$13.74万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $233.78万 | 0.24% | 14,455 | -13,098 | -47.5% | -$211.83万 | 减仓 |
| AMAT | APPLIED MATLS INC | $229.96万 | 0.23% | 6,728 | 354 | 5.6% | $12.10万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $227.33万 | 0.23% | 11,189 | -3,350 | -23.0% | -$68.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $227.07万 | 0.23% | 88,562 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $217.27万 | 0.22% | 28,002 | -5,557 | -16.6% | -$43.12万 | 减仓 |
| WMT | WALMART INC | $215.11万 | 0.22% | 17,309 | -1,025 | -5.6% | -$12.74万 | 减仓 |
| ESML | ISHARES TR | $213.04万 | 0.21% | 45,308 | 57 | 0.1% | $2,680 | 加仓 |
| TTEK | TETRA TECH INC NEW | $212.25万 | 0.21% | 70,468 | -12,188 | -14.7% | -$36.71万 | 减仓 |
| HD | HOME DEPOT INC | $204.54万 | 0.21% | 6,219 | -1,246 | -16.7% | -$40.98万 | 减仓 |
| MCD | MCDONALDS CORP | $190.59万 | 0.19% | 6,133 | -374 | -5.7% | -$11.62万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $189.64万 | 0.19% | 33,518 | 399 | 1.2% | $2.26万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $188.12万 | 0.19% | 25,049 | 2,393 | 10.6% | $17.97万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $177.63万 | 0.18% | 3,555 | -136 | -3.7% | -$6.80万 | 减仓 |
| IWM | ISHARES TR | $171.79万 | 0.17% | 6,927 | 31 | 0.4% | $7,688 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $171.65万 | 0.17% | 34,406 | 6,125 | 21.7% | $30.56万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $166.51万 | 0.17% | 7,007 | 7 | 0.1% | $1,663 | 加仓 |
| IWN | ISHARES TR | $161.52万 | 0.16% | 8,519 | 135 | 1.6% | $2.56万 | 加仓 |
| MS | MORGAN STANLEY | $151.61万 | 0.15% | 9,212 | 911 | 11.0% | $14.99万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $147.91万 | 0.15% | 64,390 | -60,987 | -48.6% | -$140.09万 | 减仓 |
| CB | CHUBB LTD SWITZ | $145.15万 | 0.15% | 4,454 | 263 | 6.3% | $8.57万 | 加仓 |
| ORCL | ORACLE CORP | $142.86万 | 0.14% | 9,711 | -1,588 | -14.1% | -$23.36万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $139.40万 | 0.14% | 1,648 | -239 | -12.7% | -$20.22万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $136.14万 | 0.14% | 27,576 | -37,350 | -57.5% | -$184.40万 | 减仓 |
| VGT | VANGUARD WORLD FD | $128.62万 | 0.13% | 1,843 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $124.42万 | 0.13% | 10,344 | -3,263 | -24.0% | -$39.25万 | 减仓 |
| CAT | CATERPILLAR INC | $122.61万 | 0.12% | 1,731 | 42 | 2.5% | $2.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $121.62万 | 0.12% | 5,878 | 677 | 13.0% | $14.01万 | 加仓 |
| RTX | RTX CORPORATION | $119.22万 | 0.12% | 6,180 | 325 | 5.6% | $6.27万 | 加仓 |
| STIP | ISHARES TR | $114.23万 | 0.11% | 11,044 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $113.06万 | 0.11% | 9,996 | 5,624 | 128.6% | $63.61万 | 加仓 |
| EMXC | ISHARES INC | $112.37万 | 0.11% | 14,286 | -17,160 | -54.6% | -$134.98万 | 减仓 |
| NFLX | NETFLIX INC. | $110.27万 | 0.11% | 11,469 | 1,523 | 15.3% | $14.64万 | 加仓 |
| PEP | PEPSICO INC | $110.13万 | 0.11% | 7,092 | -2,632 | -27.1% | -$40.87万 | 减仓 |
| UNP | UNION PAC CORP | $107.32万 | 0.11% | 4,423 | -160 | -3.5% | -$3.88万 | 减仓 |
| AIQ | GLOBAL X FDS | $107.25万 | 0.11% | 22,980 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $105.90万 | 0.11% | 5,341 | -3,902 | -42.2% | -$77.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $98.19万 | 0.10% | 3,629 | -6 | -0.2% | -$1,623 | 减仓 |