Whitcomb & Hess, Inc.
ASHLAND OH · SEC CIK 0001813577
$4.63亿2026Q2 申报市值
66持仓数
68.7%前十大占比 · 第一大 13.0%
3 / 2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
SPYV 加仓+$168.25万
SPYG 加仓+$94.95万
VEA 加仓+$92.38万
VMBS 加仓+$64.69万
IJH 加仓+$59.80万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$88.23万
EXXON MOBIL CORP 清仓-$20.97万
PLTR 清仓-$20.49万
LIT 减仓-$14.53万
LQDA 减仓-$9.31万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,236 | -100.0% | -$20.97万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,401 | -100.0% | -$20.49万 | 清仓 |
| ANGX | ANGEL STUDIOS INC. | $4.91万 | 0.01% | 13,375 | 13,375 | — | $4.91万 | 新建仓 |
| WEN | WENDYS CO | $10.61万 | 0.02% | 12,793 | 247 | 2.0% | $2,048 | 加仓 |
| EIDO | ISHARES TR | $17.43万 | 0.04% | 15,415 | 5,325 | 52.8% | $6.02万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $18.09万 | 0.04% | 19,266 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $20.76万 | 0.04% | 581 | 581 | — | $20.76万 | 新建仓 |
| TSLA | TESLA INC | $20.99万 | 0.05% | 499 | -58 | -10.4% | -$2.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.13万 | 0.05% | 2,453 | 2,044 | 499.8% | $17.61万 | 重新持有 |
| TBLL | INVESCO EXCH TRADED FD TR II | $21.23万 | 0.05% | 2,011 | -753 | -27.2% | -$7.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.49万 | 0.05% | 1,188 | 1,188 | — | $21.49万 | 新建仓 |
| KO | COCA COLA CO | $22.28万 | 0.05% | 2,741 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.36万 | 0.05% | 1,410 | 12 | 0.9% | $1,988 | 加仓 |
| IGV | ISHARES TR | $25.14万 | 0.05% | 2,775 | -463 | -14.3% | -$4.19万 | 减仓 |
| MRK | MERCK & CO INC | $25.29万 | 0.05% | 1,968 | 14 | 0.7% | $1,799 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.37万 | 0.05% | 902 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.98万 | 0.06% | 1,023 | 4 | 0.4% | $1,016 | 加仓 |
| MUB | ISHARES TR | $26.68万 | 0.06% | 2,479 | -166 | -6.3% | -$1.79万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.57万 | 0.06% | 528 | -69 | -11.6% | -$3.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $30.89万 | 0.07% | 944 | 4 | 0.4% | $1,309 | 加仓 |
| PNR | PENTAIR PLC | $32.14万 | 0.07% | 4,193 | 0 | 0.0% | — | 不变 |
| — | AIRGAIN INC | $35.72万 | 0.08% | 56,706 | 15,022 | 36.0% | $9.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.53万 | 0.08% | 496 | 1 | 0.2% | $736 | 加仓 |
| GVAL | CAMBRIA ETF TR | $36.83万 | 0.08% | 10,225 | -408 | -3.8% | -$1.47万 | 减仓 |
| REMX | VANECK ETF TRUST | $37.24万 | 0.08% | 4,208 | -644 | -13.3% | -$5.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $37.84万 | 0.08% | 5,155 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $41.08万 | 0.09% | 4,478 | 1 | 0.0% | $92 | 加仓 |
| ABBV | ABBVIE INC | $47.84万 | 0.10% | 1,901 | -5 | -0.3% | -$1,258 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $57.38万 | 0.12% | 4,172 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $63.89万 | 0.14% | 7,473 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $66.02万 | 0.14% | 15,559 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $67.13万 | 0.14% | 1,814 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $68.69万 | 0.15% | 1,841 | 4 | 0.2% | $1,492 | 加仓 |
| NVT | NVENT ELEC PLC | $71.10万 | 0.15% | 4,192 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $73.65万 | 0.16% | 20,167 | 385 | 1.9% | $1.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.35万 | 0.16% | 1,009 | -2 | -0.2% | -$1,494 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $85.67万 | 0.19% | 16,106 | -1,277 | -7.3% | -$6.79万 | 减仓 |
| AAPL | APPLE INC | $106.42万 | 0.23% | 3,678 | 2 | 0.1% | $579 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $115.44万 | 0.25% | 31,837 | -51 | -0.2% | -$1,849 | 减仓 |
| HYEM | VANECK ETF TRUST | $154.28万 | 0.33% | 76,716 | -710 | -0.9% | -$1.43万 | 减仓 |
| IVE | ISHARES TR | $163.21万 | 0.35% | 7,188 | 114 | 1.6% | $2.59万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $177.37万 | 0.38% | 82,846 | -110 | -0.1% | -$2,355 | 减仓 |
| SPSB | SPDR SERIES TRUST | $181.50万 | 0.39% | 60,480 | -21 | -0.0% | -$630 | 减仓 |
| SHY | ISHARES TR | $198.62万 | 0.43% | 24,189 | 105 | 0.4% | $8,622 | 加仓 |
| ITOT | ISHARES TR | $214.66万 | 0.46% | 13,068 | 492 | 3.9% | $8.08万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $229.44万 | 0.50% | 28,777 | -1,168 | -3.9% | -$9.31万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $253.07万 | 0.55% | 42,907 | 361 | 0.8% | $2.13万 | 加仓 |
| IVW | ISHARES TR | $257.33万 | 0.56% | 18,711 | 226 | 1.2% | $3.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $313.95万 | 0.68% | 113,339 | -143 | -0.1% | -$3,961 | 减仓 |
| EWZ | ISHARES INC | $991.88万 | 2.14% | 287,501 | 7,043 | 2.5% | $24.30万 | 加仓 |
| EWM | ISHARES INC | $1,036.15万 | 2.24% | 384,472 | 15,051 | 4.1% | $40.56万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,088.28万 | 2.35% | 425,774 | 11,303 | 2.7% | $28.89万 | 加仓 |
| ECH | ISHARES INC | $1,168.37万 | 2.52% | 294,301 | 5,459 | 1.9% | $21.67万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,175.92万 | 2.54% | 155,854 | 2,420 | 1.6% | $18.26万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,196.85万 | 2.59% | 225,353 | 3,729 | 1.7% | $19.80万 | 加仓 |
| EWP | ISHARES INC | $1,313.52万 | 2.84% | 221,169 | 4,408 | 2.0% | $26.18万 | 加仓 |
| LIT | GLOBAL X FDS | $1,390.57万 | 3.00% | 177,640 | -1,856 | -1.0% | -$14.53万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,453.19万 | 3.14% | 737,661 | 21,797 | 3.0% | $42.94万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,599.38万 | 3.45% | 274,807 | 8,130 | 3.0% | $47.32万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $1,624.01万 | 3.51% | 526,422 | 13,012 | 2.5% | $40.14万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,969.46万 | 4.25% | 420,735 | 13,819 | 3.4% | $64.69万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,201.24万 | 4.75% | 368,778 | 6,476 | 1.8% | $38.66万 | 加仓 |
| IJH | ISHARES TR | $2,603.59万 | 5.62% | 337,647 | 7,755 | 2.4% | $59.80万 | 加仓 |
| IJR | ISHARES TR | $2,636.92万 | 5.70% | 177,798 | 3,192 | 1.8% | $47.34万 | 加仓 |
| BOXX | EA SERIES TRUST | $3,197.10万 | 6.91% | 273,047 | -7,535 | -2.7% | -$88.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,289.92万 | 9.27% | 360,528 | 7,980 | 2.3% | $94.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,643.85万 | 12.19% | 792,120 | 12,966 | 1.7% | $92.38万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $6,028.34万 | 13.02% | 991,666 | 27,678 | 2.9% | $168.25万 | 加仓 |