Cardinal Strategic Wealth Guidance
LOUISVILLE KY · SEC CIK 0001801989
$3.79亿2026Q1 申报市值
63持仓数
80.5%前十大占比 · 第一大 23.2%
5 / 1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
IVV 加仓+$238.16万
BAI 加仓+$141.96万
SPYV 加仓+$89.68万
SHLD 加仓+$87.32万
HIMU 加仓+$85.99万
2026Q1 卖出最多 按季末市值估算
IYW 重新持有-$393.11万
IXN 减仓-$92.74万
QUAL 减仓-$70.30万
MUB 减仓-$51.99万
MSFT 减仓-$23.95万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,800.96万 | 23.21% | 134,734 | 3,646 | 2.8% | $238.16万 | 加仓 |
| IUSG | ISHARES TR | $5,261.63万 | 13.88% | 339,219 | 4,691 | 1.4% | $72.76万 | 加仓 |
| QUAL | ISHARES TR | $2,987.79万 | 7.88% | 155,768 | -3,665 | -2.3% | -$70.30万 | 减仓 |
| EMXC | ISHARES INC | $2,666.42万 | 7.03% | 338,981 | 255 | 0.1% | $2.01万 | 加仓 |
| EFV | ISHARES TR | $2,443.27万 | 6.44% | 328,617 | -1,291 | -0.4% | -$9.60万 | 减仓 |
| OEF | ISHARES TR | $2,138.51万 | 5.64% | 67,234 | 2,226 | 3.4% | $70.80万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,914.20万 | 5.05% | 338,317 | 15,851 | 4.9% | $89.68万 | 加仓 |
| MUB | ISHARES TR | $1,883.54万 | 4.97% | 177,441 | -4,898 | -2.7% | -$51.99万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,244.11万 | 3.28% | 134,223 | 962 | 0.7% | $8.92万 | 加仓 |
| EFG | ISHARES TR | $1,188.12万 | 3.13% | 106,682 | -1,066 | -1.0% | -$11.87万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $942.84万 | 2.49% | 286,144 | 43,082 | 17.7% | $141.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $746.18万 | 1.97% | 147,437 | 10,197 | 7.4% | $51.61万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $724.81万 | 1.91% | 64,652 | 1,798 | 2.9% | $20.16万 | 加仓 |
| IXN | ISHARES TR | $653.30万 | 1.72% | 65,350 | -9,277 | -12.4% | -$92.74万 | 减仓 |
| SHLD | GLOBAL X FDS | $577.48万 | 1.52% | 81,519 | 12,326 | 17.8% | $87.32万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $361.00万 | 0.95% | 75,239 | 17,923 | 31.3% | $85.99万 | 加仓 |
| USMV | ISHARES TR | $354.03万 | 0.93% | 38,174 | 1,873 | 5.2% | $17.37万 | 加仓 |
| TLT | ISHARES TR | $280.76万 | 0.74% | 32,387 | 978 | 3.1% | $8.48万 | 加仓 |
| EMB | ISHARES TR | $279.47万 | 0.74% | 29,753 | 508 | 1.7% | $4.77万 | 加仓 |
| AAPL | APPLE INC | $274.78万 | 0.72% | 10,827 | -88 | -0.8% | -$2.23万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $258.47万 | 0.68% | 36,094 | -1,029 | -2.8% | -$7.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $216.99万 | 0.57% | 5,862 | -647 | -9.9% | -$23.95万 | 减仓 |
| GOOG | ALPHABET INC | $138.90万 | 0.37% | 4,842 | 92 | 1.9% | $2.64万 | 加仓 |
| HD | HOME DEPOT INC | $119.68万 | 0.32% | 3,639 | 3 | 0.1% | $987 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.31万 | 0.28% | 3,546 | -45 | -1.3% | -$1.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.64万 | 0.27% | 2,142 | -74 | -3.3% | -$3.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.06万 | 0.25% | 954 | -1 | -0.1% | -$996 | 减仓 |
| NVDA | NVIDIA CORPORATION | $88.70万 | 0.23% | 5,086 | 426 | 9.1% | $7.43万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $79.98万 | 0.21% | 2,495 | -63 | -2.5% | -$2.02万 | 减仓 |
| ABBV | ABBVIE INC | $71.10万 | 0.19% | 3,269 | -78 | -2.3% | -$1.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $66.27万 | 0.17% | 2,711 | -2 | -0.1% | -$489 | 减仓 |
| — | EXXON MOBIL CORP | $63.11万 | 0.17% | 3,720 | 68 | 1.9% | $1.15万 | 加仓 |
| — | HONEYWELL INTL INC | $56.55万 | 0.15% | 2,502 | -29 | -1.1% | -$6,555 | 减仓 |
| IEFA | ISHARES TR | $52.31万 | 0.14% | 5,778 | -396 | -6.4% | -$3.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $49.95万 | 0.13% | 1,557 | 4 | 0.3% | $1,283 | 加仓 |
| PG | PROCTER & GAMBLE CO | $47.74万 | 0.13% | 3,305 | 19 | 0.6% | $2,744 | 加仓 |
| GOOGL | ALPHABET INC | $46.04万 | 0.12% | 1,601 | -10 | -0.6% | -$2,876 | 减仓 |
| LLY | ELI LILLY & CO | $45.44万 | 0.12% | 494 | -67 | -11.9% | -$6.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.26万 | 0.12% | 2,225 | 23 | 1.0% | $4,679 | 加仓 |
| IWF | ISHARES TR | $43.24万 | 0.11% | 1,014 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $39.99万 | 0.11% | 7,991 | 142 | 1.8% | $7,106 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $38.38万 | 0.10% | 4,503 | -75 | -1.6% | -$6,392 | 减仓 |
| TSLA | TESLA INC | $37.92万 | 0.10% | 1,020 | 45 | 4.6% | $1.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.69万 | 0.10% | 1,855 | 1 | 0.1% | $203 | 加仓 |
| CSCO | CISCO SYS INC | $36.20万 | 0.10% | 4,666 | 57 | 1.2% | $4,423 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.81万 | 0.09% | 2,380 | 30 | 1.3% | $4,388 | 加仓 |
| UNP | UNION PAC CORP | $31.66万 | 0.08% | 1,305 | 19 | 1.5% | $4,610 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.18万 | 0.08% | 2,842 | 58 | 2.1% | $5,955 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.13万 | 0.06% | 2,598 | -660 | -20.3% | -$6.13万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $22.98万 | 0.06% | 2,558 | -83 | -3.1% | -$7,456 | 减仓 |
| MRK | MERCK & CO INC | $20.49万 | 0.05% | 1,703 | 1,703 | — | $20.49万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.39万 | 0.05% | 408 | 20 | 5.2% | $9,993 | 加仓 |
| IVW | ISHARES TR | $15.00万 | 0.04% | 1,326 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $3.60万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $3.49万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $3.39万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $2.54万 | 0.01% | 214 | 214 | — | $2.54万 | 新建仓 |
| IEF | ISHARES TR | $1.02万 | 0.00% | 107 | 107 | — | $1.02万 | 新建仓 |
| IWM | ISHARES TR | $9,920 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $5,625 | 0.00% | 31 | -21,665 | -99.9% | -$393.11万 | 重新持有 |
| KBWB | INVESCO EXCH TRADED FD TR II | $4,036 | 0.00% | 51 | 51 | — | $4,036 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,608 | 0.00% | 46 | 46 | — | $2,608 | 新建仓 |
| ITOT | ISHARES TR | $998 | 0.00% | 7 | -56 | -88.9% | -$7,984 | 减仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -44 | -100.0% | -$1.23万 | 清仓 |