13F 机构持仓

Sculati Wealth Management, LLC

Bloomfield Hills MI · SEC CIK 0001803397

2026Q22026Q1 更早 9 个季度 🔒
$2.71亿2026Q1 申报市值
116持仓数
38.8%前十大占比 · 第一大 8.7%
0 / 1新建仓 / 清仓
申报市值走势$3.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/B 8.7%
IWY 5.4%
AAPL 4.6%
FDVV 3.8%
QUAL 3.3%
DFIV 2.8%
AMZN 2.8%
MSFT 2.5%
DYNF 2.5%
IEFA 2.5%

2026Q1 买入最多 按季末市值估算

IWY 加仓+$82.71万
IUSB 加仓+$78.88万
SCHZ 加仓+$48.80万
FDVV 加仓+$30.86万
QUAL 加仓+$30.61万

2026Q1 卖出最多 按季末市值估算

TPC 减仓-$105.43万
GOOG 减仓-$28.05万
AAPL 减仓-$24.77万
IHDG 减仓-$24.60万
GE 减仓-$24.49万

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
BRK/B BERKSHIRE HATHAWAY INC DEL $2,356.95万8.70%49,185 -82-0.2% -$3.93万 减仓
IWY ISHARES TR $1,455.49万5.37%58,491 3,3246.0% $82.71万 加仓
AAPL APPLE INC $1,254.96万4.63%49,449 -976-1.9% -$24.77万 减仓
FDVV FIDELITY COVINGTON TRUST $1,022.60万3.77%185,120 5,5863.1% $30.86万 加仓
QUAL ISHARES TR $891.09万3.29%46,457 1,5963.6% $30.61万 加仓
DFIV DIMENSIONAL ETF TRUST $751.94万2.78%142,467 1,2370.9% $6.53万 加仓
AMZN AMAZON COM INC $747.29万2.76%35,881 00.0% — 不变
MSFT MICROSOFT CORP $679.08万2.51%18,345 -71-0.4% -$2.63万 减仓
DYNF BLACKROCK ETF TRUST $672.31万2.48%115,557 1,3381.2% $7.78万 加仓
IEFA ISHARES TR $670.70万2.48%74,086 1,7562.4% $15.90万 加仓
GOOG ALPHABET INC $634.42万2.34%22,116 -978-4.2% -$28.05万 减仓
GS GOLDMAN SACHS GROUP INC $598.37万2.21%7,073 -203-2.8% -$17.17万 减仓
JPM JPMORGAN CHASE & CO $509.13万1.88%17,308 -733-4.1% -$21.56万 减仓
MS MORGAN STANLEY $506.83万1.87%30,797 -349-1.1% -$5.74万 减仓
META META PLATFORMS INC $450.38万1.66%7,872 -47-0.6% -$2.69万 减仓
DFAE DIMENSIONAL ETF TRUST $448.73万1.66%132,524 2,3241.8% $7.87万 加仓
VFMV VANGUARD WELLINGTON FD $444.62万1.64%33,372 5421.7% $7.22万 加仓
JNJ JOHNSON & JOHNSON $383.77万1.42%15,700 -121-0.8% -$2.96万 减仓
IVV ISHARES TR $377.95万1.40%5,786 781.4% $5.10万 加仓
ORCL ORACLE CORP $377.47万1.39%25,659 00.0% — 不变
CVX CHEVRON CORPORATION $377.04万1.39%18,224 -135-0.7% -$2.79万 减仓
SCHW SCHWAB CHARLES CORP $366.14万1.35%38,960 -970-2.4% -$9.12万 减仓
AVUV AMERICAN CENTY ETF TR $359.54万1.33%32,546 -123-0.4% -$1.36万 减仓
COST COSTCO WHOLESALE CORPORATION $322.74万1.19%3,239 -39-1.2% -$3.89万 减仓
GOOGL ALPHABET INC $317.03万1.17%11,025 -494-4.3% -$14.21万 减仓
LOW LOWES COS INC $315.03万1.16%13,333 80.1% $1,890 加仓
IHDG WISDOMTREE TR $292.11万1.08%60,667 -5,108-7.8% -$24.60万 减仓
IUSB ISHARES TR $289.67万1.07%62,713 17,07837.4% $78.88万 加仓
AMLP ALPS ETF TR $283.65万1.05%53,885 -721-1.3% -$3.80万 减仓
VV VANGUARD INDEX FDS $282.49万1.04%9,453 -203-2.1% -$6.07万 减仓
BX BLACKSTONE INC $274.10万1.01%23,837 -704-2.9% -$8.10万 减仓
UNM UNUM GROUP $262.19万0.97%35,901 -185-0.5% -$1.35万 减仓
SPY STATE STR SPDR S&P 500 ETF T $257.92万0.95%3,966 00.0% — 不变
V VISA INC $237.44万0.88%7,856 -185-2.3% -$5.59万 减仓
OHI OMEGA HEALTHCARE INVS INC $232.45万0.86%53,046 -1,315-2.4% -$5.76万 减仓
DAL DELTA AIR LINES INC $232.04万0.86%34,904 -178-0.5% -$1.18万 减仓
GD GENERAL DYNAMICS CORP $225.50万0.83%6,570 -52-0.8% -$1.78万 减仓
VZ VERIZON COMMUNICATIONS INC $218.87万0.81%43,599 8051.9% $4.04万 加仓
LLY ELI LILLY & CO $217.62万0.80%2,366 401.7% $3.68万 加仓
FNDE SCHWAB STRATEGIC TR $203.98万0.75%53,315 -5,448-9.3% -$20.84万 减仓
NVDA NVIDIA CORPORATION $200.73万0.74%11,510 370.3% $6,453 加仓
CRM SALESFORCE INC $189.69万0.70%10,162 3914.0% $7.30万 加仓
NOW SERVICENOW INC $188.40万0.70%18,020 4412.5% $4.61万 加仓
SCHZ SCHWAB STRATEGIC TR $186.11万0.69%80,151 21,01635.5% $48.80万 加仓
BA BOEING CO $185.42万0.68%9,316 -294-3.1% -$5.85万 减仓
ARCC ARES CAPITAL CORP $175.97万0.65%97,655 -7,821-7.4% -$14.09万 减仓
BINC BLACKROCK ETF TRUST II $173.97万0.64%33,500 3,39611.3% $17.64万 加仓
PH PARKER-HANNIFIN CORP $173.86万0.64%1,942 221.1% $1.97万 加仓
DTE DTE ENERGY CO $165.89万0.61%11,345 00.0% — 不变
DIS DISNEY WALT CO $161.98万0.60%16,806 -1,359-7.5% -$13.10万 减仓
ETN EATON CORP PLC $159.20万0.59%4,451 2756.6% $9.84万 加仓
UPS UNITED PARCEL SVCS INC $154.33万0.57%15,687 -765-4.6% -$7.53万 减仓
MDT MEDTRONIC PLC $150.09万0.55%17,321 3422.0% $2.96万 加仓
RACE FERRARI N V $149.83万0.55%4,427 -670-13.1% -$22.68万 减仓
VRTX VERTEX PHARMACEUTICALS INC $146.47万0.54%3,280 -80-2.4% -$3.57万 减仓
SCHG SCHWAB STRATEGIC TR $143.38万0.53%49,220 -313-0.6% -$9,118 减仓
SO SOUTHERN CO $134.21万0.50%13,905 00.0% — 不变
WM WASTE MGMT INC DEL $132.59万0.49%5,770 4067.6% $9.33万 加仓
DUK DUKE ENERGY CORP NEW $124.41万0.46%9,501 4064.5% $5.32万 加仓
TPC TUTOR PERINI CORP $124.08万0.46%16,074 -13,658-45.9% -$105.43万 减仓
AMGN AMGEN INC $123.89万0.46%3,521 2467.5% $8.66万 加仓
SCHI SCHWAB STRATEGIC TR $117.68万0.43%51,887 4,82910.3% $10.95万 加仓
SCHM SCHWAB STRATEGIC TR $116.06万0.43%37,488 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $105.39万0.39%36,242 -15-0.0% -$436 减仓
CMCSA COMCAST CORP NEW $104.87万0.39%36,527 2,3546.9% $6.76万 加仓
EG EVEREST GROUP LTD $100.44万0.37%3,073 842.8% $2.75万 加仓
MBB ISHARES TR $98.44万0.36%10,368 2,07024.9% $19.65万 加仓
ADBE ADOBE INC $93.37万0.34%3,841 1544.2% $3.74万 加仓
DPZ DOMINOS PIZZA INC $88.62万0.33%2,470 36917.6% $13.24万 加仓
NOC NORTHROP GRUMMAN CORP $86.99万0.32%1,275 00.0% — 不变
SYK STRYKER CORPORATION $85.76万0.32%2,610 2209.2% $7.23万 加仓
MTN VAIL RESORTS INC $85.27万0.31%6,645 1,69234.2% $21.71万 加仓
— INVESCO EXCH TRADED FD TR II $85.03万0.31%18,016 -533-2.9% -$2.52万 减仓
MELI MERCADOLIBRE INC $77.81万0.29%450 00.0% — 不变
NKE NIKE INC $77.01万0.28%14,579 4032.8% $2.13万 加仓
DVY ISHARES TR $75.69万0.28%4,999 00.0% — 不变
GE GE AEROSPACE $75.35万0.28%2,655 -863-24.5% -$24.49万 减仓
SCHV SCHWAB STRATEGIC TR $70.41万0.26%23,084 00.0% — 不变
DTM DT MIDSTREAM INC $67.52万0.25%5,014 -166-3.2% -$2.24万 减仓
XMLV INVESCO EXCH TRADED FD TR II $64.72万0.24%10,278 -1,214-10.6% -$7.64万 减仓
— EXXON MOBIL CORP $60.81万0.22%3,584 00.0% — 不变
LULU LULULEMON ATHLETICA INC $57.08万0.21%3,728 -547-12.8% -$8.37万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $56.87万0.21%7,481 -433-5.5% -$3.29万 减仓
TFC TRUIST FINL CORP $53.60万0.20%11,659 00.0% — 不变
GDX VANECK ETF TRUST $45.88万0.17%5,000 00.0% — 不变
QQQ INVESCO QQQ TR $45.71万0.17%792 00.0% — 不变
MRK MERCK & CO INC $45.51万0.17%3,783 -190-4.8% -$2.29万 减仓
BKNG BOOKING HOLDINGS INC $42.10万0.16%100 00.0% — 不变
WMT WALMART INC $41.76万0.15%3,360 300.9% $3,728 加仓
EMB ISHARES TR $41.39万0.15%4,406 69918.9% $6.57万 加仓
GOVT ISHARES TR $40.12万0.15%17,514 2,94520.2% $6.75万 加仓
RWT REDWOOD TRUST INC $40.07万0.15%71,425 -38,982-35.3% -$21.87万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $39.65万0.15%2,734 -561-17.0% -$8.14万 减仓
IRM IRON MTN INC DEL $38.76万0.14%3,795 00.0% — 不变
AMAT APPLIED MATLS INC $37.60万0.14%1,100 00.0% — 不变
INTC INTEL CORP $36.63万0.14%8,300 -325-3.8% -$1.43万 减仓
MPC MARATHON PETE CORP $35.41万0.13%1,450 00.0% — 不变
SCUS SCHWAB STRATEGIC TR $35.01万0.13%13,891 -511-3.5% -$1.29万 减仓
CHDN CHURCHILL DOWNS INC $33.71万0.12%3,753 00.0% — 不变
SBUX STARBUCKS CORP $33.33万0.12%3,720 00.0% — 不变