13F 机构持仓

Horst & Graben Wealth Management LLC

PORTLAND OR · SEC CIK 0001818207

2026Q22026Q1 更早 9 个季度 🔒
$7.29亿2026Q1 申报市值
195持仓数
42.0%前十大占比 · 第一大 6.2%
15 / 4新建仓 / 清仓
申报市值走势$7.60亿2026Q2
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

SPYM 6.2%
DYNF 5.5%
IVW 4.7%
IVE 4.7%
SCHZ 4.5%
IUSB 3.6%
CORO 3.5%
QUAL 3.3%
MBB 3.1%
GOVT 2.9%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$2,562.81万
GOVT 加仓+$1,868.06万
ACWX 新建仓+$1,678.98万
BLCR 新建仓+$1,239.66万
SPYM 加仓+$933.97万

2026Q1 卖出最多 按季末市值估算

XLG 清仓-$2,502.10万
IEMG 减仓-$2,089.52万
EFV 减仓-$966.21万
GLDM 减仓-$705.18万
DYNF 减仓-$595.03万

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
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -421,968-100.0% -$2,502.10万 清仓
VTI VANGUARD INDEX FDS $00.00%0 -1,310-100.0% -$43.92万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -2,276-100.0% -$27.94万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
HEFA ISHARES TR $00.00%0 -5,065-100.0% -$20.95万 清仓
NFLX NETFLIX INC. $20.17万0.03%2,208 1,994931.8% $18.22万 重新持有
A AGILENT TECHNOLOGIES INC $20.69万0.03%1,790 140.8% $1,618 加仓
XVV ISHARES TR $21.55万0.03%3,936 00.0% — 不变
USMV ISHARES TR $21.67万0.03%2,316 -116-4.8% -$1.09万 减仓
EMR EMERSON ELEC CO $22.89万0.03%1,618 -5-0.3% -$707 减仓
VTV VANGUARD INDEX FDS $22.93万0.03%1,127 00.0% — 不变
FDL FIRST TR EXCHANGE-TRADED FD $23.05万0.03%4,662 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $23.19万0.03%693 693— $23.19万 新建仓
HD HOME DEPOT INC $23.20万0.03%698 131.9% $4,321 加仓
LUV SOUTHWEST AIRLS CO $23.27万0.03%6,091 20.0% $76 加仓
GLW CORNING INC $23.31万0.03%1,388 1,388— $23.31万 新建仓
CF CF INDUSTRIES HOLD $23.42万0.03%1,895 1,895— $23.42万 新建仓
ALL ALLSTATE CORP $23.48万0.03%1,096 90.8% $1,928 加仓
VONG VANGUARD SCOTTSDALE FDS $23.95万0.03%1,939 -162-7.7% -$2.00万 减仓
VBR VANGUARD INDEX FDS $24.24万0.03%1,046 848.7% $1.95万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $24.40万0.03%124 21.6% $3,936 重新持有
VZ VERIZON COMMUNICATIONS INC $24.42万0.03%5,185 -93-1.8% -$4,380 减仓
SCI SERVICE CORP INTL $24.50万0.03%2,839 00.0% — 不变
AMGN AMGEN INC $24.70万0.03%726 131.8% $4,423 加仓
AXP AMERICAN EXPRESS CO $25.22万0.03%791 50.6% $1,594 加仓
BIV VANGUARD BD INDEX FDS $25.30万0.03%3,273 20.1% $155 加仓
SIVR ABRDN SILVER ETF TRUST $25.71万0.04%3,580 -17,783-83.2% -$127.72万 减仓
FTEC FIDELITY COVINGTON TRUST $25.80万0.04%1,037 00.0% — 不变
COP CONOCOPHILLIPS $25.84万0.04%2,124 2,124— $25.84万 新建仓
IDEF BLACKROCK ETF TRUST $26.04万0.04%7,870 7,870— $26.04万 新建仓
MUST COLUMBIA ETF TR I $26.21万0.04%12,694 550.4% $1,136 加仓
VNQ VANGUARD INDEX FDS $26.53万0.04%2,799 1847.0% $1.74万 重新持有
ITW ILLINOIS TOOL WKS INC $26.64万0.04%987 293.0% $7,826 加仓
SCHM SCHWAB STRATEGIC TR $26.67万0.04%7,903 00.0% — 不变
LOW LOWES COS INC $27.21万0.04%1,122 1,122— $27.21万 新建仓
ABBV ABBVIE INC $27.26万0.04%1,381 483.6% $9,475 加仓
EQIX EQUINIX INC $27.48万0.04%252 252— $27.48万 新建仓
SNDK SANDISK CORP $27.61万0.04%258 258— $27.61万 新建仓
V VISA INC $27.77万0.04%897 -176-16.4% -$5.45万 减仓
SUSL ISHARES TR $27.84万0.04%2,205 532.5% $6,692 加仓
COLB COLUMBIA BKG SYS INC $27.94万0.04%9,362 1261.4% $3,761 加仓
IUSG ISHARES TR $28.18万0.04%1,579 00.0% — 不变
MRK MERCK & CO INC $28.26万0.04%2,564 1887.9% $2.07万 加仓
VV VANGUARD INDEX FDS $28.59万0.04%870 -116-11.8% -$3.81万 减仓
UNP UNION PAC CORP $28.98万0.04%1,078 1,078— $28.98万 新建仓
— FRANKLIN TEMPLETON HOLDINGS $29.88万0.04%4,795 -8,657-64.4% -$53.94万 减仓
HYG ISHARES TR $30.87万0.04%3,834 1313.5% $1.05万 加仓
— DIMENSIONAL ETF TRUST $30.90万0.04%7,310 00.0% — 不变
NSC NORFOLK SOUTHN CORP $31.00万0.04%972 27840.1% $8.87万 加仓
IWD ISHARES TR $31.01万0.04%1,362 00.0% — 不变
WDC WESTERN DIGITAL CORP $31.36万0.04%783 783— $31.36万 新建仓
URTH ISHARES INC $31.55万0.04%1,614 00.0% — 不变
IJR ISHARES TR $31.62万0.04%2,315 582.6% $7,921 加仓
ED CONSOLIDATED EDISON INC $32.94万0.05%3,027 280.9% $3,047 加仓
PEP PEPSICO INC $32.99万0.05%2,141 180.8% $2,773 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $34.17万0.05%1,003 90.9% $3,066 加仓
SBAC SBA COMMUNICATIONS CORP $34.25万0.05%1,593 -10-0.6% -$2,150 减仓
SUB ISHARES TR $34.41万0.05%3,225 200.6% $2,134 加仓
IEF ISHARES TR $35.29万0.05%3,702 91732.9% $8.74万 加仓
MUB ISHARES TR $35.38万0.05%3,294 250.8% $2,685 加仓
REXR REXFORD INDL RLTY INC $35.98万0.05%9,996 570.6% $2,051 加仓
PFE PFIZER INC $36.13万0.05%13,488 1871.4% $5,010 加仓
IFRA ISHARES TR $37.27万0.05%6,080 -190-3.0% -$1.16万 减仓
EXR EXTRA SPACE STORAGE INC $37.84万0.05%2,712 150.6% $2,093 加仓
PCAR PACCAR INC $37.90万0.05%2,979 31711.9% $4.03万 加仓
TMO THERMO FISHER SCIENTIFIC INC $38.07万0.05%813 131.6% $6,088 加仓
LQD ISHARES TR $38.19万0.05%3,494 832.4% $9,071 加仓
SPTM SPDR SERIES TRUST $38.62万0.05%4,447 -933-17.3% -$8.10万 减仓
MP MP MATERIALS CORP $40.14万0.06%6,183 10.0% $65 重新持有
T AT&T INC $40.24万0.06%15,770 5753.8% $1.47万 加仓
USB US BANCORP $40.58万0.06%7,250 1071.5% $5,989 加仓
UI UBIQUITI INC $40.88万0.06%405 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $40.98万0.06%8,366 -117-1.4% -$5,731 减仓
SPYX SPDR SERIES TRUST $42.58万0.06%7,275 -231-3.1% -$1.35万 减仓
NXRT NEXPOINT RESIDENTIAL TR INC $42.67万0.06%16,187 00.0% — 不变
WFC WELLS FARGO & CO $43.31万0.06%5,376 2,17567.9% $17.52万 加仓
GE GE AEROSPACE $43.68万0.06%1,535 30524.8% $8.68万 加仓
GLD SPDR GOLD TR $43.89万0.06%1,021 343.4% $1.46万 加仓
GEV GE VERNOVA INC $44.92万0.06%401 7824.1% $8.74万 加仓
LLY ELI LILLY & CO $45.02万0.06%519 142.8% $1.21万 加仓
INTC INTEL CORP $48.27万0.07%5,679 5,679— $48.27万 新建仓
VWOB VANGUARD WHITEHALL FDS $49.65万0.07%7,403 -468-5.9% -$3.14万 减仓
VB VANGUARD INDEX FDS $49.78万0.07%1,755 00.0% — 不变
BWA BORGWARNER INC $49.80万0.07%8,991 750.8% $4,154 重新持有
AMAT APPLIED MATLS INC $52.77万0.07%1,304 272.1% $1.09万 加仓
AMT AMERICAN TOWER CORP $58.25万0.08%3,323 -42-1.2% -$7,363 减仓
SDY SPDR SERIES TRUST $59.67万0.08%4,027 -211-5.0% -$3.13万 减仓
PSA PUBLIC STORAGE OPER CO $62.39万0.09%2,042 110.5% $3,361 加仓
EEM ISHARES TR $63.02万0.09%9,903 -89-0.9% -$5,664 减仓
IWF ISHARES TR $63.05万0.09%1,314 806.5% $3.84万 加仓
SBUX STARBUCKS CORP $63.62万0.09%6,499 300.5% $2,937 加仓
PANW PALO ALTO NETWORKS INC $63.65万0.09%3,480 2,285191.2% $41.79万 加仓
MRVL MARVELL TECHNOLOGY INC $65.30万0.09%4,127 50.1% $791 重新持有
NOW SERVICENOW INC $66.15万0.09%7,313 -92-1.2% -$8,321 减仓
EMB ISHARES TR $66.15万0.09%6,888 -51,931-88.3% -$498.71万 减仓
WMT WALMART INC $66.79万0.09%5,235 1212.4% $1.54万 加仓
MU MICRON TECHNOLOGY INC $69.62万0.10%1,327 32131.9% $16.84万 加仓
KO COCA COLA CO $70.72万0.10%9,374 400.4% $3,018 加仓
— EXXON MOBIL CORP $75.60万0.10%5,102 1,08026.9% $16.00万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $76.25万0.10%16,523 1871.1% $8,630 加仓