Relyea Zuckerberg Hanson LLC
STAMFORD CT · SEC CIK 0001793691
$12.00亿2026Q2 申报市值
302持仓数
46.6%前十大占比 · 第一大 10.7%
34 / 11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
AAPL 加仓+$1,231.86万
XLK 加仓+$521.87万
XLI 加仓+$482.64万
SPY 加仓+$467.33万
VEA 加仓+$395.72万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$361.22万
ABT 减仓-$69.01万
NVDA 减仓-$65.95万
IWF 减仓-$53.07万
ADP 减仓-$46.58万
2026Q2 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 | $1.29亿 | 10.74% | 1,495,364 | 16,202 | 1.1% | $139.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.01亿 | 8.42% | 463,300 | -395 | -0.1% | -$8.61万 | 减仓 |
| IWF | ISHARES TR | $5,738.22万 | 4.78% | 462,126 | -4,274 | -0.9% | -$53.07万 | 减仓 |
| IWD | ISHARES TR | $5,226.05万 | 4.36% | 215,569 | 9,085 | 4.4% | $220.25万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,836.14万 | 4.03% | 527,732 | 22,250 | 4.4% | $203.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,718.09万 | 3.93% | 662,188 | 55,540 | 9.2% | $395.72万 | 加仓 |
| AAPL | APPLE INC | $3,579.44万 | 2.98% | 123,702 | 42,572 | 52.5% | $1,231.86万 | 加仓 |
| SGOV | ISHARES TR | $3,456.41万 | 2.88% | 343,341 | 12,763 | 3.9% | $128.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,688.91万 | 2.24% | 36,007 | 6,258 | 21.0% | $467.33万 | 加仓 |
| AAUS | EA SERIES TRUST | $2,665.60万 | 2.22% | 446,173 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2,282.81万 | 1.90% | 114,089 | -3,296 | -2.8% | -$65.95万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,021.07万 | 1.68% | 371,216 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $1,970.38万 | 1.64% | 221,366 | 8,336 | 3.9% | $74.20万 | 加仓 |
| AAUA | EA SERIES TRUST | $1,933.67万 | 1.61% | 339,700 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,926.46万 | 1.61% | 51,645 | -588 | -1.1% | -$21.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,908.41万 | 1.59% | 100,169 | 27,392 | 37.6% | $521.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,540.99万 | 1.28% | 41,644 | 1,697 | 4.2% | $62.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,442.19万 | 1.20% | 20,998 | 3,514 | 20.1% | $241.35万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,436.90万 | 1.20% | 173,917 | -953 | -0.5% | -$7.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,356.55万 | 1.13% | 18,421 | 301 | 1.7% | $22.17万 | 加仓 |
| ESGU | ISHARES TR | $1,287.01万 | 1.07% | 78,634 | 216 | 0.3% | $3.54万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,251.76万 | 1.04% | 765,605 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1,220.33万 | 1.02% | 33,370 | 8,906 | 36.4% | $325.69万 | 加仓 |
| GOOGL | ALPHABET INC | $1,187.05万 | 0.99% | 33,216 | 4,597 | 16.1% | $164.28万 | 加仓 |
| GOOG | ALPHABET INC | $1,161.99万 | 0.97% | 32,887 | 5,460 | 19.9% | $192.92万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,123.89万 | 0.94% | 46,253 | 9,305 | 25.2% | $226.10万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,096.89万 | 0.91% | 85,822 | 17,247 | 25.2% | $220.43万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,094.27万 | 0.91% | 49,919 | -278 | -0.6% | -$6.09万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $997.88万 | 0.83% | 83,862 | -954 | -1.1% | -$11.35万 | 减仓 |
| IEFA | ISHARES TR | $959.22万 | 0.80% | 99,318 | 6,367 | 6.8% | $61.49万 | 加仓 |
| IWB | ISHARES TR | $943.29万 | 0.79% | 23,035 | 3 | 0.0% | $1,229 | 加仓 |
| AMZN | AMAZON COM INC | $901.10万 | 0.75% | 37,807 | 4,499 | 13.5% | $107.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $881.57万 | 0.73% | 34,711 | 293 | 0.9% | $7.44万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $880.36万 | 0.73% | 66,573 | -2,575 | -3.7% | -$34.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $859.57万 | 0.72% | 26,260 | 2,561 | 10.8% | $83.83万 | 加仓 |
| ARKW | ARK ETF TR | $802.44万 | 0.67% | 55,394 | -82 | -0.1% | -$1.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $767.80万 | 0.64% | 61,542 | 2,117 | 3.6% | $26.41万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $750.39万 | 0.63% | 40,511 | 26,056 | 180.3% | $482.64万 | 加仓 |
| ESGD | ISHARES TR | $704.00万 | 0.59% | 68,476 | -350 | -0.5% | -$3.60万 | 减仓 |
| ABBV | ABBVIE INC | $691.96万 | 0.58% | 27,498 | -339 | -1.2% | -$8.53万 | 减仓 |
| AVGO | BROADCOM INC | $569.87万 | 0.48% | 15,086 | 568 | 3.9% | $21.46万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $514.78万 | 0.43% | 48,423 | -33 | -0.1% | -$3,508 | 减仓 |
| GLDM | WORLD GOLD TR | $507.32万 | 0.42% | 63,878 | 478 | 0.8% | $3.80万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $490.94万 | 0.41% | 91,576 | 64,000 | 232.1% | $343.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $487.02万 | 0.41% | 6,736 | 8 | 0.1% | $5,784 | 加仓 |
| FSLY | FASTLY INC | $472.47万 | 0.39% | 257,338 | -2,500 | -1.0% | -$4.59万 | 减仓 |
| V | VISA INC | $464.02万 | 0.39% | 13,525 | 569 | 4.4% | $19.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $447.05万 | 0.37% | 8,934 | 1,273 | 16.6% | $63.70万 | 加仓 |
| — | EXXON MOBIL CORP | $446.36万 | 0.37% | 32,647 | -672 | -2.0% | -$9.19万 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $436.65万 | 0.36% | 173,759 | 11,749 | 7.3% | $29.52万 | 加仓 |
| GLD | SPDR GOLD TR | $430.86万 | 0.36% | 11,696 | 27 | 0.2% | $9,946 | 加仓 |
| META | META PLATFORMS INC | $413.52万 | 0.34% | 7,341 | 363 | 5.2% | $20.45万 | 加仓 |
| LLY | ELI LILLY & CO | $408.92万 | 0.34% | 3,409 | 226 | 7.1% | $27.11万 | 加仓 |
| SUSA | ISHARES TR | $366.06万 | 0.31% | 23,724 | -136 | -0.6% | -$2.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $344.61万 | 0.29% | 14,564 | 1,203 | 9.0% | $28.47万 | 加仓 |
| INTC | INTEL CORP | $343.41万 | 0.29% | 24,594 | 2,488 | 11.3% | $34.74万 | 加仓 |
| CSCO | CISCO SYS INC | $335.61万 | 0.28% | 28,572 | 570 | 2.0% | $6.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $311.51万 | 0.26% | 21,243 | -329 | -1.5% | -$4.82万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $308.20万 | 0.26% | 2,670 | 203 | 8.2% | $23.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $300.46万 | 0.25% | 19,013 | 13,361 | 236.4% | $211.14万 | 加仓 |
| IVV | ISHARES TR | $285.77万 | 0.24% | 3,816 | 204 | 5.6% | $15.28万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $284.47万 | 0.24% | 56,241 | 21,835 | 63.5% | $110.44万 | 加仓 |
| TSLA | TESLA INC | $281.55万 | 0.23% | 6,694 | 228 | 3.5% | $9.59万 | 加仓 |
| IWO | ISHARES TR | $279.74万 | 0.23% | 7,101 | -398 | -5.3% | -$15.68万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $274.93万 | 0.23% | 16,496 | -379 | -2.2% | -$6.32万 | 减仓 |
| KO | COCA COLA CO | $267.47万 | 0.22% | 32,912 | 1,875 | 6.0% | $15.24万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $266.44万 | 0.22% | 22,718 | 1 | 0.0% | $117 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $260.64万 | 0.22% | 88,562 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $251.57万 | 0.21% | 33,316 | 1,496 | 4.7% | $11.30万 | 加仓 |
| ESML | ISHARES TR | $250.88万 | 0.21% | 44,855 | -453 | -1.0% | -$2.53万 | 减仓 |
| HD | HOME DEPOT INC | $245.37万 | 0.20% | 6,957 | 738 | 11.9% | $26.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $237.01万 | 0.20% | 4,080 | 111 | 2.8% | $6.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $228.08万 | 0.19% | 27,234 | 2,185 | 8.7% | $18.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $226.78万 | 0.19% | 2,424 | 13 | 0.5% | $1.22万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $223.23万 | 0.19% | 14,070 | -1,072 | -7.1% | -$17.01万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $212.48万 | 0.18% | 7,013 | 6 | 0.1% | $1,818 | 加仓 |
| IWM | ISHARES TR | $208.68万 | 0.17% | 6,946 | 19 | 0.3% | $5,708 | 加仓 |
| WMT | WALMART INC | $206.60万 | 0.17% | 18,241 | 932 | 5.4% | $10.56万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $203.99万 | 0.17% | 9,109 | -2,080 | -18.6% | -$46.58万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $203.76万 | 0.17% | 33,518 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $203.60万 | 0.17% | 70,474 | 6 | 0.0% | $173 | 加仓 |
| MA | MASTERCARD INCORPORATED | $198.56万 | 0.17% | 3,866 | 311 | 8.7% | $15.97万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $195.61万 | 0.16% | 2,027 | 1,186 | 141.0% | $114.45万 | 加仓 |
| IWN | ISHARES TR | $193.60万 | 0.16% | 8,752 | 233 | 2.7% | $5.15万 | 加仓 |
| CAT | CATERPILLAR INC | $188.66万 | 0.16% | 1,772 | 41 | 2.4% | $4.37万 | 加仓 |
| MS | MORGAN STANLEY | $187.50万 | 0.16% | 8,969 | -243 | -2.6% | -$5.08万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $176.87万 | 0.15% | 35,531 | -72,564 | -67.1% | -$361.22万 | 减仓 |
| VGT | VANGUARD WORLD FD | $176.26万 | 0.15% | 14,748 | 4 | 0.0% | $478 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $171.71万 | 0.14% | 1,698 | 50 | 3.0% | $5.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $166.63万 | 0.14% | 4,009 | 380 | 10.5% | $15.79万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $165.71万 | 0.14% | 2,356 | 2,356 | — | $165.71万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $160.78万 | 0.13% | 64,390 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $156.22万 | 0.13% | 3,605 | 81 | 2.3% | $3.51万 | 加仓 |
| AIQ | GLOBAL X FDS | $150.77万 | 0.13% | 22,980 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $147.72万 | 0.12% | 16,279 | -7,605 | -31.8% | -$69.01万 | 减仓 |
| ORCL | ORACLE CORP | $146.16万 | 0.12% | 9,974 | 263 | 2.7% | $3.85万 | 加仓 |
| EMXC | ISHARES INC | $145.09万 | 0.12% | 14,182 | -104 | -0.7% | -$1.06万 | 减仓 |
| CB | CHUBB LIMITED | $145.00万 | 0.12% | 4,256 | -198 | -4.4% | -$6.75万 | 减仓 |
| GLW | CORNING INC | $143.86万 | 0.12% | 5,632 | -537 | -8.7% | -$13.72万 | 减仓 |
| MCD | MCDONALDS CORP | $141.76万 | 0.12% | 5,244 | -889 | -14.5% | -$24.03万 | 减仓 |