Whitcomb & Hess, Inc.
ASHLAND OH · SEC CIK 0001813577
$4.29亿2026Q1 申报市值
64持仓数
66.6%前十大占比 · 第一大 12.7%
6 / 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
BOXX 加仓+$330.31万
SPYV 加仓+$120.49万
SPYG 加仓+$77.55万
VMBS 加仓+$48.42万
VEA 加仓+$48.08万
2026Q1 卖出最多 按季末市值估算
SPLV 清仓-$22.12万
GDX 减仓-$17.02万
EWZ 减仓-$11.12万
LIT 减仓-$10.55万
XLE 减仓-$8.13万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $5,454.24万 | 12.72% | 963,988 | 21,296 | 2.3% | $120.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,992.82万 | 11.64% | 779,154 | 7,503 | 1.0% | $48.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,451.80万 | 8.05% | 352,548 | 7,921 | 2.3% | $77.55万 | 加仓 |
| BOXX | EA SERIES TRUST | $3,262.88万 | 7.61% | 280,582 | 28,404 | 11.3% | $330.31万 | 加仓 |
| IJH | ISHARES TR | $2,227.76万 | 5.20% | 329,892 | 6,390 | 2.0% | $43.15万 | 加仓 |
| IJR | ISHARES TR | $2,170.52万 | 5.06% | 174,606 | 3,543 | 2.1% | $44.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,958.24万 | 4.57% | 362,302 | 5,088 | 1.4% | $27.50万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,910.47万 | 4.46% | 406,916 | 10,314 | 2.6% | $48.42万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $1,580.28万 | 3.69% | 513,410 | 11,152 | 2.2% | $34.33万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,561.13万 | 3.64% | 266,677 | 4,439 | 1.7% | $25.99万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,408.07万 | 3.28% | 153,434 | -1,855 | -1.2% | -$17.02万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,389.49万 | 3.24% | 715,864 | 17,993 | 2.6% | $34.92万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,357.67万 | 3.17% | 221,624 | -1,327 | -0.6% | -$8.13万 | 减仓 |
| LIT | GLOBAL X FDS | $1,334.56万 | 3.11% | 179,496 | -1,419 | -0.8% | -$10.55万 | 减仓 |
| EWP | ISHARES INC | $1,177.23万 | 2.75% | 216,761 | 3,431 | 1.6% | $18.63万 | 加仓 |
| ECH | ISHARES INC | $1,148.44万 | 2.68% | 288,842 | -687 | -0.2% | -$2.73万 | 减仓 |
| EWZ | ISHARES INC | $1,076.68万 | 2.51% | 280,458 | -2,896 | -1.0% | -$11.12万 | 减仓 |
| EWM | ISHARES INC | $1,049.52万 | 2.45% | 369,421 | 4,623 | 1.3% | $13.13万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,040.74万 | 2.43% | 414,471 | 11,040 | 2.7% | $27.72万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $280.87万 | 0.66% | 113,482 | 2,053 | 1.8% | $5.08万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $253.36万 | 0.59% | 42,546 | 892 | 2.1% | $5.31万 | 加仓 |
| IVW | ISHARES TR | $209.08万 | 0.49% | 18,485 | 258 | 1.4% | $2.92万 | 加仓 |
| SHY | ISHARES TR | $198.86万 | 0.46% | 24,084 | 955 | 4.1% | $7.89万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $198.18万 | 0.46% | 82,956 | -1,248 | -1.5% | -$2.98万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $181.93万 | 0.42% | 60,501 | -1,052 | -1.7% | -$3.16万 | 减仓 |
| ITOT | ISHARES TR | $179.13万 | 0.42% | 12,576 | -178 | -1.4% | -$2.54万 | 减仓 |
| HYEM | VANECK ETF TRUST | $152.76万 | 0.36% | 77,426 | 3,310 | 4.5% | $6.53万 | 加仓 |
| IVE | ISHARES TR | $149.37万 | 0.35% | 7,074 | 709 | 11.1% | $14.97万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $113.01万 | 0.26% | 29,945 | 1,713 | 6.1% | $6.46万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $105.07万 | 0.25% | 31,888 | 634 | 2.0% | $2.09万 | 加仓 |
| AAPL | APPLE INC | $93.30万 | 0.22% | 3,676 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $91.87万 | 0.21% | 17,383 | -1,488 | -7.9% | -$7.86万 | 减仓 |
| HYLB | DBX ETF TR | $71.53万 | 0.17% | 19,782 | 636 | 3.3% | $2.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.00万 | 0.16% | 1,837 | 2 | 0.1% | $740 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.72万 | 0.15% | 1,011 | 1 | 0.1% | $650 | 加仓 |
| LEMB | ISHARES INC | $63.48万 | 0.15% | 15,559 | 465 | 3.1% | $1.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $58.20万 | 0.14% | 1,814 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $57.62万 | 0.13% | 7,473 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $49.58万 | 0.12% | 4,192 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $47.91万 | 0.11% | 4,172 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $42.70万 | 0.10% | 4,852 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.44万 | 0.10% | 1,906 | 2 | 0.1% | $435 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $37.96万 | 0.09% | 5,155 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $36.52万 | 0.09% | 4,193 | 0 | 0.0% | — | 不变 |
| GVAL | CAMBRIA ETF TR | $35.27万 | 0.08% | 10,633 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO EXCH TRADED FD TR II | $29.17万 | 0.07% | 2,764 | 2,764 | — | $29.17万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $28.93万 | 0.07% | 1,398 | 11 | 0.8% | $2,276 | 加仓 |
| QQQ | INVESCO QQQ TR | $28.57万 | 0.07% | 495 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $28.08万 | 0.07% | 2,645 | -25 | -0.9% | -$2,654 | 减仓 |
| GRC | GORMAN RUPP CO | $27.82万 | 0.06% | 4,477 | 1 | 0.0% | $62 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.64万 | 0.06% | 597 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.64万 | 0.06% | 940 | -30 | -3.1% | -$8,821 | 减仓 |
| IGV | ISHARES TR | $25.92万 | 0.06% | 3,238 | 3,238 | — | $25.92万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.92万 | 0.06% | 1,019 | 3 | 0.3% | $734 | 加仓 |
| MRK | MERCK & CO INC | $23.51万 | 0.05% | 1,954 | 0 | 0.0% | — | 不变 |
| — | AIRGAIN INC | $22.93万 | 0.05% | 41,684 | 41,684 | — | $22.93万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.86万 | 0.05% | 902 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.97万 | 0.05% | 1,236 | 1,236 | — | $20.97万 | 新建仓 |
| KO | COCA COLA CO | $20.85万 | 0.05% | 2,741 | 2,741 | — | $20.85万 | 新建仓 |
| TSLA | TESLA INC | $20.71万 | 0.05% | 557 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.49万 | 0.05% | 1,401 | 100 | 7.7% | $1.46万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $16.28万 | 0.04% | 19,266 | -7,486 | -28.0% | -$6.33万 | 减仓 |
| EIDO | ISHARES TR | $15.93万 | 0.04% | 10,090 | 10,090 | — | $15.93万 | 新建仓 |
| WEN | WENDYS CO | $8.72万 | 0.02% | 12,546 | 235 | 1.9% | $1,633 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,067 | -100.0% | -$22.12万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |