13F 机构持仓

Horst & Graben Wealth Management LLC

PORTLAND OR · SEC CIK 0001818207

2026Q22026Q1 更早 9 个季度 🔒
$7.60亿2026Q2 申报市值
205持仓数
46.7%前十大占比 · 第一大 10.0%
12 / 3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 10.0%
IUSB 5.7%
DYNF 5.6%
IVW 4.7%
SCHZ 4.5%
IVE 3.9%
CORO 3.6%
MBB 3.1%
ACWX 2.8%
IWY 2.6%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$2,932.05万
IUSB 加仓+$1,696.46万
IALT 新建仓+$1,619.03万
GGOV 新建仓+$979.98万
ACWX 加仓+$438.67万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1,812.73万
EFV 减仓-$1,210.34万
IAGG 减仓-$927.54万
BINC 减仓-$822.20万
TLT 减仓-$590.06万

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
IEV ISHARES TR $77.07万0.10%10,679 -275-2.5% -$1.98万 减仓
NOW SERVICENOW INC $77.56万0.10%7,331 180.2% $1,904 加仓
ICVT ISHARES TR $79.00万0.10%6,615 -4,663-41.3% -$55.69万 减仓
OKE ONEOK INC NEW $79.37万0.10%9,258 60.1% $514 加仓
INTC INTEL CORP $80.58万0.11%6,344 66511.7% $8.45万 加仓
META META PLATFORMS INC $81.85万0.11%1,335 -52-3.7% -$3.19万 减仓
SCHX SCHWAB STRATEGIC TR $83.63万0.11%28,454 -4,336-13.2% -$12.74万 减仓
PM PHILIP MORRIS INTL INC $84.56万0.11%4,759 100.2% $1,777 加仓
AMAT APPLIED MATLS INC $85.37万0.11%1,312 80.6% $5,205 加仓
GOOG ALPHABET INC $85.49万0.11%2,389 411.7% $1.47万 加仓
CWB SPDR SERIES TRUST $85.52万0.11%8,079 -796-9.0% -$8.43万 减仓
IGM ISHARES TR $86.12万0.11%5,349 00.0% — 不变
VO VANGUARD INDEX FDS $86.25万0.11%10,728 -32,152-75.0% -$258.50万 减仓
TRNO TERRENO RLTY CORP $86.90万0.11%13,165 00.0% — 不变
GOOGL ALPHABET INC $90.15万0.12%2,496 -9-0.4% -$3,251 减仓
MU MICRON TECHNOLOGY INC $90.35万0.12%875 -452-34.1% -$46.67万 减仓
SHOP SHOPIFY INC $91.20万0.12%7,498 -72-1.0% -$8,757 减仓
EUSB ISHARES TR $92.31万0.12%21,324 6283.0% $2.72万 加仓
ESS ESSEX PPTY TR INC $95.04万0.13%3,220 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $95.33万0.13%6,812 60.1% $840 加仓
IAGG ISHARES TR $95.66万0.13%19,292 -187,053-90.7% -$927.54万 减仓
MO ALTRIA GROUP INC $101.55万0.13%14,195 1330.9% $9,515 加仓
ORCL ORACLE CORP $103.78万0.14%7,333 90.1% $1,274 加仓
CMI CUMMINS INC $113.33万0.15%1,661 00.0% — 不变
JNJ JOHNSON & JOHNSON $115.28万0.15%4,539 2425.6% $6.15万 加仓
JPM JPMORGAN CHASE & CO $115.97万0.15%3,472 20.1% $668 加仓
PANW PALO ALTO NETWORKS INC $122.86万0.16%3,490 100.3% $3,520 加仓
MRVL MARVELL TECHNOLOGY INC $124.06万0.16%4,560 43310.5% $11.78万 加仓
GS GOLDMAN SACHS GROUP INC $126.69万0.17%1,243 50.4% $5,096 加仓
ILCV ISHARES TR $129.22万0.17%12,653 -204-1.6% -$2.08万 减仓
GNMA ISHARES TR $129.32万0.17%29,544 3,90515.2% $17.09万 加仓
MKL MARKEL GROUP INC $129.76万0.17%677 00.0% — 不变
DMXF ISHARES TR $134.87万0.18%16,108 3202.0% $2.68万 加仓
EVUS ISHARES TR $140.15万0.18%39,669 1,0402.7% $3.67万 加仓
QQQ INVESCO QQQ TR $140.31万0.18%1,935 40.2% $2,901 加仓
ITOT ISHARES TR $141.01万0.19%8,597 -42-0.5% -$6,889 减仓
UPS UNITED PARCEL SVCS INC $145.87万0.19%13,317 80.1% $876 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $150.20万0.20%2 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC $150.31万0.20%38,911 00.0% — 不变
EGP EASTGROUP PPTYS INC $154.62万0.20%7,526 00.0% — 不变
ESGE ISHARES INC $162.96万0.21%30,678 -9,411-23.5% -$49.99万 减仓
IVLU ISHARES TR $165.91万0.22%39,749 -1,466-3.6% -$6.12万 减仓
EMGF ISHARES INC $170.24万0.22%23,908 -209-0.9% -$1.49万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $175.31万0.23%3,508 -16-0.5% -$7,996 减仓
COST COSTCO WHOLESALE CORPORATION $176.61万0.23%1,910 -159-7.7% -$14.70万 减仓
EFG ISHARES TR $179.19万0.24%14,596 -588-3.9% -$7.22万 减仓
VIG VANGUARD SPECIALIZED FUNDS $182.86万0.24%7,733 -346-4.3% -$8.18万 减仓
SUSB ISHARES TR $183.91万0.24%73,827 73,827— $183.91万 新建仓
CAT CATERPILLAR INC $193.45万0.25%1,951 10.1% $992 加仓
ILCG ISHARES TR $210.72万0.28%18,219 -3-0.0% -$347 减仓
NKE NIKE INC $221.23万0.29%51,378 2800.5% $1.21万 加仓
IWS ISHARES TR $222.03万0.29%13,469 -65-0.5% -$1.07万 减仓
EMXC ISHARES INC $225.47万0.30%22,884 -171-0.7% -$1.68万 减仓
PG PROCTER & GAMBLE CO $226.87万0.30%15,388 1891.2% $2.79万 加仓
TLH ISHARES TR $229.00万0.30%22,947 -1,327-5.5% -$13.24万 减仓
SYSB ISHARES TR $229.26万0.30%25,993 2,0878.7% $18.41万 加仓
CSCO CISCO SYS INC $230.11万0.30%19,666 00.0% — 不变
AVGO BROADCOM INC $230.35万0.30%6,237 -49-0.8% -$1.81万 减仓
IWB ISHARES TR $237.02万0.31%5,797 -11-0.2% -$4,498 减仓
IWP ISHARES TR $240.91万0.32%16,622 230.1% $3,334 加仓
BNDX VANGUARD CHARLOTTE FDS $260.21万0.34%53,908 -11,939-18.1% -$57.63万 减仓
IEF ISHARES TR $263.57万0.35%28,030 24,328657.2% $228.76万 加仓
DLR DIGITAL RLTY TR INC $265.03万0.35%15,031 210.1% $3,703 加仓
USXF ISHARES TR $281.51万0.37%41,174 -1,481-3.5% -$10.13万 减仓
IAU ISHARES GOLD TR $303.13万0.40%39,910 -953-2.3% -$7.24万 减仓
AMZN AMAZON COM INC $309.67万0.41%12,812 -76-0.6% -$1.84万 减仓
MSFT MICROSOFT CORP $314.55万0.41%8,185 3174.0% $12.18万 加仓
IEMG ISHARES INC $346.01万0.46%42,914 -14,697-25.5% -$118.50万 减仓
CVX CHEVRON CORPORATION $346.46万0.46%20,910 -264-1.2% -$4.37万 减仓
STIP ISHARES TR $367.09万0.48%36,278 36,278— $367.09万 新建仓
DSI ISHARES TR $369.06万0.49%25,928 -841-3.1% -$11.97万 减仓
SUSC ISHARES TR $376.60万0.50%163,562 -38,820-19.2% -$89.38万 减仓
GLDM WORLD GOLD TR $376.69万0.50%47,121 7,36418.5% $58.87万 加仓
BINC BLACKROCK ETF TRUST II $424.05万0.56%81,360 -157,751-66.0% -$822.20万 减仓
EFV ISHARES TR $430.07万0.57%56,348 -158,581-73.8% -$1,210.34万 减仓
MTUM ISHARES TR $441.98万0.58%13,471 -1,295-8.8% -$42.49万 减仓
IYW ISHARES TR $443.72万0.58%17,838 -116-0.6% -$2.89万 减仓
OEF ISHARES TR $454.96万0.60%12,435 -83-0.7% -$3.04万 减仓
LCTU BLACKROCK ETF TRUST $470.89万0.62%58,722 -5,856-9.1% -$46.96万 减仓
EAGG ISHARES TR $515.55万0.68%109,273 20,38822.9% $96.19万 加仓
ESGU ISHARES TR $543.49万0.71%33,221 80.0% $1,309 加仓
TLT ISHARES TR $558.25万0.73%65,277 -68,996-51.4% -$590.06万 减仓
NVDA NVIDIA CORPORATION $683.43万0.90%34,590 -1,477-4.1% -$29.18万 减仓
QUAL ISHARES TR $695.01万0.91%31,755 -82,823-72.3% -$1,812.73万 减仓
TSLA TESLA INC $747.85万0.98%17,584 40.0% $1,701 加仓
AVEM AMERICAN CENTY ETF TR $879.93万1.16%94,053 -61,256-39.4% -$573.09万 减仓
GGOV BLACKROCK ETF TRUST II $979.98万1.29%194,989 194,989— $979.98万 新建仓
THRO BLACKROCK ETF TRUST $1,118.60万1.47%261,595 -132,886-33.7% -$568.23万 减仓
SHLD GLOBAL X FDS $1,238.73万1.63%202,340 47,38730.6% $290.10万 加仓
SPMO INVESCO EXCH TRADED FD TR II $1,292.97万1.70%83,232 -25,523-23.5% -$396.49万 减仓
AAPL APPLE INC $1,342.98万1.77%45,621 -344-0.7% -$10.13万 减仓
BLCR BLACKROCK ETF TRUST $1,381.24万1.82%275,429 11,7284.4% $58.81万 加仓
IVV ISHARES TR $1,391.91万1.83%18,580 1090.6% $8.17万 加仓
IWX ISHARES TR $1,418.52万1.87%133,886 2,7062.1% $28.67万 加仓
XTEN BONDBLOXX ETF TRUST $1,441.47万1.90%318,296 -123,637-28.0% -$559.92万 减仓
IALT BLACKROCK ETF TRUST $1,619.03万2.13%576,850 576,850— $1,619.03万 新建仓
BAI BLACKROCK ETF TRUST $1,892.63万2.49%382,368 -93,746-19.7% -$464.02万 减仓
GOVT ISHARES TR $1,993.62万2.62%880,067 -27,437-3.0% -$62.15万 减仓
IWY ISHARES TR $2,008.27万2.64%69,778 10,95418.6% $315.27万 加仓
ACWX ISHARES TR $2,159.19万2.84%287,888 58,48825.5% $438.67万 加仓