13F 机构持仓

Sculati Wealth Management, LLC

Bloomfield Hills MI · SEC CIK 0001803397

2026Q22026Q1 更早 9 个季度 🔒
$3.00亿2026Q2 申报市值
123持仓数
40.2%前十大占比 · 第一大 8.0%
9 / 3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 8.0%
IWY 5.7%
AAPL 5.5%
FDVV 3.9%
QUAL 3.5%
DYNF 3.0%
AMZN 3.0%
DFIV 2.7%
GOOG 2.6%
GS 2.5%

2026Q2 买入最多 按季末市值估算

DYNF 加仓+$121.06万
VO 新建仓+$71.70万
IWY 加仓+$69.14万
COF 新建仓+$38.84万
CIBR 新建仓+$36.94万

2026Q2 卖出最多 按季末市值估算

ARCC 减仓-$97.67万
DPZ 减仓-$58.12万
TPC 减仓-$53.34万
INTC 减仓-$31.06万
PFE 清仓-$29.14万

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
BRK/B BERKSHIRE HATHAWAY INC DEL $2,393.33万7.98%48,753 -432-0.9% -$21.21万 减仓
IWY ISHARES TR $1,703.67万5.68%60,965 2,4744.2% $69.14万 加仓
AAPL APPLE INC $1,638.63万5.46%49,099 -350-0.7% -$11.68万 减仓
FDVV FIDELITY COVINGTON TRUST $1,157.54万3.86%186,220 1,1000.6% $6.84万 加仓
QUAL ISHARES TR $1,045.12万3.49%47,970 1,5133.3% $32.96万 加仓
DYNF BLACKROCK ETF TRUST $895.17万2.99%133,628 18,07115.6% $121.06万 加仓
AMZN AMAZON COM INC $888.89万2.96%35,954 730.2% $1.80万 加仓
DFIV DIMENSIONAL ETF TRUST $807.99万2.69%144,983 2,5161.8% $14.02万 加仓
GOOG ALPHABET INC $789.45万2.63%22,809 6933.1% $23.99万 加仓
GS GOLDMAN SACHS GROUP INC $742.88万2.48%6,974 -99-1.4% -$10.55万 减仓
IEFA ISHARES TR $729.63万2.43%75,806 1,7202.3% $16.56万 加仓
MSFT MICROSOFT CORP $716.40万2.39%18,191 -154-0.8% -$6.06万 减仓
MS MORGAN STANLEY $652.00万2.17%30,255 -542-1.8% -$11.68万 减仓
JPM JPMORGAN CHASE & CO $564.83万1.88%16,559 -749-4.3% -$25.55万 减仓
META META PLATFORMS INC $508.54万1.70%7,872 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $496.28万1.66%132,803 2790.2% $1.04万 加仓
VFMV VANGUARD WELLINGTON FD $489.41万1.63%34,373 1,0013.0% $14.25万 加仓
IVV ISHARES TR $441.54万1.47%5,913 1272.2% $9.48万 加仓
AVUV AMERICAN CENTY ETF TR $414.38万1.38%33,058 5121.6% $6.42万 加仓
SCHW SCHWAB CHARLES CORP $395.25万1.32%38,918 -42-0.1% -$4,266 减仓
JNJ JOHNSON & JOHNSON $395.20万1.32%15,618 -82-0.5% -$2.07万 减仓
GOOGL ALPHABET INC $383.39万1.28%11,056 310.3% $1.07万 加仓
CVX CHEVRON CORPORATION $341.58万1.14%18,230 60.0% $1,124 加仓
ORCL ORACLE CORP $324.44万1.08%25,666 70.0% $885 加仓
UNM UNUM GROUP $316.80万1.06%35,576 -325-0.9% -$2.89万 减仓
VV VANGUARD INDEX FDS $315.29万1.05%9,220 -233-2.5% -$7.97万 减仓
IHDG WISDOMTREE TR $306.06万1.02%58,802 -1,865-3.1% -$9.71万 减仓
COST COSTCO WHOLESALE CORPORATION $303.81万1.01%3,229 -10-0.3% -$9,409 减仓
BX BLACKSTONE INC $301.36万1.01%23,746 -91-0.4% -$1.15万 减仓
IUSB ISHARES TR $299.32万1.00%65,368 2,6554.2% $12.16万 加仓
DAL DELTA AIR LINES INC $293.79万0.98%34,904 00.0% — 不变
AMLP ALPS ETF TR $288.30万0.96%53,360 -525-1.0% -$2.84万 减仓
SPY STATE STR SPDR S&P 500 ETF T $279.92万0.93%3,766 -200-5.0% -$14.87万 减仓
LLY ELI LILLY & CO $279.68万0.93%2,372 60.3% $7,075 加仓
V VISA INC $279.61万0.93%7,798 -58-0.7% -$2.08万 减仓
LOW LOWES COS INC $278.30万0.93%13,333 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $257.66万0.86%51,317 -1,729-3.3% -$8.68万 减仓
GD GENERAL DYNAMICS CORP $242.16万0.81%6,570 00.0% — 不变
NVDA NVIDIA CORPORATION $236.70万0.79%11,671 1611.4% $3.27万 加仓
FNDE SCHWAB STRATEGIC TR $209.37万0.70%52,187 -1,128-2.1% -$4.53万 减仓
SCHZ SCHWAB STRATEGIC TR $202.36万0.67%88,135 7,98410.0% $18.33万 加仓
BA BOEING CO $200.59万0.67%9,372 560.6% $1.20万 加仓
NOW SERVICENOW INC $196.50万0.66%19,033 1,0135.6% $10.46万 加仓
VZ VERIZON COMMUNICATIONS INC $188.19万0.63%43,172 -427-1.0% -$1.86万 减仓
UPS UNITED PARCEL SVCS INC $186.49万0.62%15,842 1551.0% $1.82万 加仓
PH PARKER-HANNIFIN CORP $185.11万0.62%1,942 00.0% — 不变
ETN EATON CORP PLC $178.04万0.59%4,451 00.0% — 不变
BINC BLACKROCK ETF TRUST II $174.42万0.58%33,453 -47-0.1% -$2,451 减仓
CRM SALESFORCE INC $170.96万0.57%10,011 -151-1.5% -$2.58万 减仓
RACE FERRARI N V $168.29万0.56%4,466 390.9% $1.47万 加仓
SCHG SCHWAB STRATEGIC TR $167.29万0.56%48,943 -277-0.6% -$9,468 减仓
DIS DISNEY WALT CO $166.18万0.55%17,014 2081.2% $2.03万 加仓
VRTX VERTEX PHARMACEUTICALS INC $152.79万0.51%3,146 -134-4.1% -$6.51万 减仓
DTE DTE ENERGY CO $147.05万0.49%9,923 -1,422-12.5% -$21.07万 减仓
MDT MEDTRONIC PLC $144.11万0.48%17,321 00.0% — 不变
WM WASTE MGMT INC DEL $138.08万0.46%5,770 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $130.13万0.43%37,191 -297-0.8% -$1.04万 减仓
AMGN AMGEN INC $128.97万0.43%3,521 00.0% — 不变
EG EVEREST GROUP LTD $128.28万0.43%3,353 2809.1% $10.71万 加仓
SCHA SCHWAB STRATEGIC TR $123.40万0.41%36,242 00.0% — 不变
SCHI SCHWAB STRATEGIC TR $121.48万0.41%54,113 2,2264.3% $5.00万 加仓
DUK DUKE ENERGY CORP NEW $118.86万0.40%9,508 70.1% $875 加仓
SO SOUTHERN CO $115.09万0.38%12,077 -1,828-13.1% -$17.42万 减仓
MBB ISHARES TR $109.01万0.36%11,624 1,25612.1% $11.78万 加仓
MTN VAIL RESORTS INC $97.47万0.33%6,592 -53-0.8% -$7,837 减仓
CMCSA COMCAST CORP NEW $96.68万0.32%40,640 4,11311.3% $9.78万 加仓
— INVESCO EXCH TRADED FD TR II $95.76万0.32%17,779 -237-1.3% -$1.28万 减仓
GE GE AEROSPACE $92.62万0.31%2,655 00.0% — 不变
SYK STRYKER CORPORATION $89.60万0.30%2,801 1917.3% $6.11万 加仓
ADBE ADOBE INC $89.56万0.30%3,775 -66-1.7% -$1.57万 减仓
ARCC ARES CAPITAL CORP $89.54万0.30%46,708 -50,947-52.2% -$97.67万 减仓
MELI MERCADOLIBRE INC $81.63万0.27%450 00.0% — 不变
DVY ISHARES TR $80.90万0.27%4,999 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $77.88万0.26%23,035 -49-0.2% -$1,657 减仓
TPC TUTOR PERINI CORP $73.03万0.24%9,289 -6,785-42.2% -$53.34万 减仓
NKE NIKE INC $71.79万0.24%16,406 1,82712.5% $7.99万 加仓
VO VANGUARD INDEX FDS $71.70万0.24%8,936 8,936— $71.70万 新建仓
XMLV INVESCO EXCH TRADED FD TR II $70.10万0.23%10,201 -77-0.7% -$5,292 减仓
DTM DT MIDSTREAM INC $68.59万0.23%4,729 -285-5.7% -$4.13万 减仓
NOC NORTHROP GRUMMAN CORP $66.50万0.22%1,275 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $63.38万0.21%7,222 -259-3.5% -$2.27万 减仓
TFC TRUIST FINL CORP $61.21万0.20%11,659 00.0% — 不变
AMAT APPLIED MATLS INC $58.26万0.19%1,100 00.0% — 不变
QQQ INVESCO QQQ TR $55.07万0.18%792 00.0% — 不变
— EXXON MOBIL CORP $52.92万0.18%3,591 70.2% $1,032 加仓
SOXX ISHARES TR $51.29万0.17%983 00.0% — 不变
MRK MERCK & CO INC $48.23万0.16%3,783 00.0% — 不变
INTC INTEL CORP $47.82万0.16%5,032 -3,268-39.4% -$31.06万 减仓
EMB ISHARES TR $47.14万0.16%4,935 52912.0% $5.05万 加仓
GOVT ISHARES TR $45.73万0.15%20,206 2,69215.4% $6.09万 加仓
BKNG BOOKING HOLDINGS INC $45.42万0.15%2,500 00.0% — 不变
MPC MARATHON PETE CORP $45.33万0.15%1,450 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $42.57万0.14%2,710 -24-0.9% -$3,770 减仓
MO ALTRIA GROUP INC $41.62万0.14%5,609 2,38473.9% $17.69万 加仓
SBUX STARBUCKS CORP $39.24万0.13%3,720 00.0% — 不变
COF CAPITAL ONE FINL CORP $38.84万0.13%1,867 1,867— $38.84万 新建仓
WMT WALMART INC $38.38万0.13%3,360 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $36.94万0.12%4,000 4,000— $36.94万 新建仓
IBB ISHARES TR $35.96万0.12%1,895 00.0% — 不变
GDX VANECK ETF TRUST $35.66万0.12%5,000 00.0% — 不变