Cardinal Strategic Wealth Guidance
LOUISVILLE KY · SEC CIK 0001801989
$4.41亿2026Q2 申报市值
67持仓数
76.6%前十大占比 · 第一大 31.1%
10 / 7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
IVV 加仓+$3,623.28万
DYNF 新建仓+$1,891.88万
JMUB 新建仓+$1,710.83万
GOVT 新建仓+$953.17万
SHLD 加仓+$435.11万
2026Q2 卖出最多 按季末市值估算
OEF 减仓-$1,566.84万
EFV 减仓-$1,262.34万
QUAL 减仓-$1,085.89万
MUB 减仓-$1,048.74万
IUSG 减仓-$927.64万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.37亿 | 31.09% | 183,116 | 48,382 | 35.9% | $3,623.28万 | 加仓 |
| IUSG | ISHARES TR | $5,452.73万 | 12.36% | 289,900 | -49,319 | -14.5% | -$927.64万 | 减仓 |
| EMXC | ISHARES INC | $2,678.80万 | 6.07% | 261,857 | -77,124 | -22.8% | -$788.98万 | 减仓 |
| QUAL | ISHARES TR | $2,332.12万 | 5.29% | 106,281 | -49,487 | -31.8% | -$1,085.89万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,323.99万 | 5.27% | 382,298 | 43,981 | 13.0% | $267.36万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,891.88万 | 4.29% | 278,176 | 278,176 | — | $1,891.88万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,710.83万 | 3.88% | 337,742 | 337,742 | — | $1,710.83万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $1,378.17万 | 3.12% | 261,414 | -24,730 | -8.6% | -$130.38万 | 减仓 |
| EFV | ISHARES TR | $1,253.22万 | 2.84% | 163,713 | -164,904 | -50.2% | -$1,262.34万 | 减仓 |
| EFG | ISHARES TR | $1,032.44万 | 2.34% | 82,980 | -23,702 | -22.2% | -$294.90万 | 减仓 |
| GOVT | ISHARES TR | $953.17万 | 2.16% | 418,426 | 418,426 | — | $953.17万 | 新建仓 |
| SHLD | GLOBAL X FDS | $921.87万 | 2.09% | 154,389 | 72,870 | 89.4% | $435.11万 | 加仓 |
| OEF | ISHARES TR | $893.05万 | 2.02% | 24,409 | -42,825 | -63.7% | -$1,566.84万 | 减仓 |
| MUB | ISHARES TR | $860.88万 | 1.95% | 79,993 | -97,448 | -54.9% | -$1,048.74万 | 减仓 |
| IXN | ISHARES TR | $858.24万 | 1.95% | 59,402 | -5,948 | -9.1% | -$85.94万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $763.70万 | 1.73% | 151,018 | 3,581 | 2.4% | $18.11万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $747.70万 | 1.70% | 46,286 | -18,366 | -28.4% | -$296.68万 | 减仓 |
| GLDM | WORLD GOLD TR | $707.76万 | 1.60% | 89,116 | -45,107 | -33.6% | -$358.24万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $364.94万 | 0.83% | 39,687 | 39,687 | — | $364.94万 | 新建仓 |
| USMV | ISHARES TR | $345.65万 | 0.78% | 35,834 | -2,340 | -6.1% | -$22.57万 | 减仓 |
| AAPL | APPLE INC | $307.85万 | 0.70% | 10,639 | -188 | -1.7% | -$5.44万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $277.48万 | 0.63% | 57,389 | 57,389 | — | $277.48万 | 新建仓 |
| MSFT | MICROSOFT CORP | $217.73万 | 0.49% | 5,837 | -25 | -0.4% | -$9,326 | 减仓 |
| GOOG | ALPHABET INC | $155.85万 | 0.35% | 4,411 | -431 | -8.9% | -$15.23万 | 减仓 |
| HD | HOME DEPOT INC | $124.67万 | 0.28% | 3,535 | -104 | -2.9% | -$3.67万 | 减仓 |
| SYSB | ISHARES TR | $123.51万 | 0.28% | 13,922 | 13,922 | — | $123.51万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $117.52万 | 0.27% | 2,023 | -202 | -9.1% | -$11.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $112.34万 | 0.25% | 3,432 | -114 | -3.2% | -$3.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.73万 | 0.24% | 2,133 | -9 | -0.4% | -$4,504 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.24万 | 0.20% | 954 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $85.76万 | 0.19% | 4,286 | -800 | -15.7% | -$16.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $83.95万 | 0.19% | 2,438 | -57 | -2.3% | -$1.96万 | 减仓 |
| ABBV | ABBVIE INC | $82.26万 | 0.19% | 3,269 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $69.32万 | 0.16% | 6,785 | 6,785 | — | $69.32万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $68.85万 | 0.16% | 2,711 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $60.78万 | 0.14% | 12,204 | -63,035 | -83.8% | -$313.91万 | 减仓 |
| LLY | ELI LILLY & CO | $57.69万 | 0.13% | 481 | -13 | -2.6% | -$1.56万 | 减仓 |
| CSCO | CISCO SYS INC | $54.81万 | 0.12% | 4,666 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.18万 | 0.12% | 1,516 | -85 | -5.3% | -$3.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $52.22万 | 0.12% | 1,411 | -146 | -9.4% | -$5.40万 | 减仓 |
| IWF | ISHARES TR | $50.36万 | 0.11% | 4,056 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $46.88万 | 0.11% | 3,197 | -108 | -3.3% | -$1.58万 | 减仓 |
| TSLA | TESLA INC | $42.90万 | 0.10% | 1,020 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $42.76万 | 0.10% | 4,427 | -1,351 | -23.4% | -$13.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.52万 | 0.09% | 1,854 | -1 | -0.1% | -$224 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $41.03万 | 0.09% | 4,475 | -28 | -0.6% | -$2,567 | 减仓 |
| — | EXXON MOBIL CORP | $38.56万 | 0.09% | 2,820 | -900 | -24.2% | -$12.30万 | 减仓 |
| UNP | UNION PAC CORP | $32.42万 | 0.07% | 1,192 | -113 | -8.7% | -$3.07万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.77万 | 0.06% | 2,380 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $26.52万 | 0.06% | 1,185 | -1,317 | -52.6% | -$29.48万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $26.19万 | 0.06% | 1,185 | 1,185 | — | $26.19万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.17万 | 0.06% | 2,774 | -68 | -2.4% | -$6,170 | 减仓 |
| WAT | WATERS CORP | $23.36万 | 0.05% | 623 | 0 | 0.0% | — | 重新持有 |
| CHDN | CHURCHILL DOWNS INC | $22.93万 | 0.05% | 2,558 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.80万 | 0.05% | 2,598 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.59万 | 0.05% | 948 | 948 | — | $22.59万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.85万 | 0.05% | 406 | -2 | -0.5% | -$1,027 | 减仓 |
| MRK | MERCK & CO INC | $20.21万 | 0.05% | 1,573 | -130 | -7.6% | -$1.67万 | 减仓 |
| IVW | ISHARES TR | $18.24万 | 0.04% | 1,326 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $7.37万 | 0.02% | 1,020 | 1,020 | — | $7.37万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $4.13万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $3.77万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $3.04万 | 0.01% | 83 | -36 | -30.3% | -$1.32万 | 减仓 |
| TLT | ISHARES TR | $1.68万 | 0.00% | 194 | -32,193 | -99.4% | -$278.22万 | 减仓 |
| EMB | ISHARES TR | $1.32万 | 0.00% | 137 | -29,616 | -99.5% | -$285.63万 | 减仓 |
| IWM | ISHARES TR | $1.20万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1,116 | 0.00% | 12 | -39 | -76.5% | -$3,627 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -36,094 | -100.0% | -$258.47万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -7,991 | -100.0% | -$39.99万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -214 | -100.0% | -$2.54万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -107 | -100.0% | -$1.02万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -31 | -100.0% | -$5,625 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -46 | -100.0% | -$2,608 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$998 | 清仓 |