Horst & Graben Wealth Management LLC
PORTLAND OR · SEC CIK 0001818207
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IDEF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -7,870 | -100.0% | -$26.04万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,580 | -100.0% | -$25.71万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,208 | -100.0% | -$20.17万 | 清仓 |
| TRLV | TRULIEVE CANNABIS CORP | $11.97万 | 0.02% | 12,543 | 12,543 | — | $11.97万 | 新建仓 |
| IMCV | ISHARES TR | $20.05万 | 0.03% | 2,179 | 2,179 | — | $20.05万 | 新建仓 |
| CSX | CSX CORP | $20.20万 | 0.03% | 4,180 | 4,180 | — | $20.20万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.23万 | 0.03% | 517 | 517 | — | $20.23万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $20.49万 | 0.03% | 1,895 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $20.67万 | 0.03% | 8,243 | 8,243 | — | $20.67万 | 新建仓 |
| USMV | ISHARES TR | $21.18万 | 0.03% | 2,187 | -129 | -5.6% | -$1.25万 | 减仓 |
| UI | UBIQUITI INC | $21.75万 | 0.03% | 406 | 1 | 0.2% | $536 | 加仓 |
| SCI | SERVICE CORP INTL | $21.79万 | 0.03% | 2,839 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $21.86万 | 0.03% | 2,068 | 2,068 | — | $21.86万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.09万 | 0.03% | 2,140 | 16 | 0.8% | $1,651 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.10万 | 0.03% | 5,263 | 78 | 1.5% | $3,275 | 加仓 |
| XVV | ISHARES TR | $22.38万 | 0.03% | 3,936 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $22.94万 | 0.03% | 1,644 | 26 | 1.6% | $3,628 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $23.29万 | 0.03% | 4,760 | 98 | 2.1% | $4,795 | 加仓 |
| LOW | LOWES COS INC | $23.32万 | 0.03% | 1,051 | -71 | -6.3% | -$1.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.58万 | 0.03% | 971 | -75 | -7.2% | -$1.82万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $23.90万 | 0.03% | 1,792 | 2 | 0.1% | $267 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.03% | 847 | -7 | -0.8% | -$2,004 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $24.50万 | 0.03% | 1,127 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.54万 | 0.03% | 1,939 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.16万 | 0.03% | 3,297 | 24 | 0.7% | $1,832 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $25.23万 | 0.03% | 6,939 | -964 | -12.2% | -$3.51万 | 减仓 |
| EQIX | EQUINIX INC | $25.46万 | 0.03% | 251 | -1 | -0.4% | -$1,014 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.73万 | 0.03% | 956 | -31 | -3.1% | -$8,342 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $25.85万 | 0.03% | 4,802 | 7 | 0.1% | $377 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $26.23万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $26.34万 | 0.03% | 12,744 | 50 | 0.4% | $1,034 | 加仓 |
| AMGN | AMGEN INC | $26.44万 | 0.03% | 732 | 6 | 0.8% | $2,167 | 加仓 |
| ALL | ALLSTATE CORP | $26.95万 | 0.04% | 1,108 | 12 | 1.1% | $2,918 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.20万 | 0.04% | 2,810 | 11 | 0.4% | $1,065 | 加仓 |
| HD | HOME DEPOT INC | $27.26万 | 0.04% | 777 | 79 | 11.3% | $2.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.52万 | 0.04% | 791 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.64万 | 0.04% | 6,290 | 6,290 | — | $27.64万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $28.72万 | 0.04% | 1,589 | -4 | -0.3% | -$723 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.03万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $29.12万 | 0.04% | 3,658 | -176 | -4.6% | -$1.40万 | 减仓 |
| SUSL | ISHARES TR | $29.20万 | 0.04% | 2,203 | -2 | -0.1% | -$265 | 减仓 |
| IUSG | ISHARES TR | $29.58万 | 0.04% | 1,579 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.77万 | 0.04% | 1,072 | -6 | -0.6% | -$1,666 | 减仓 |
| VV | VANGUARD INDEX FDS | $29.87万 | 0.04% | 870 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.93万 | 0.04% | 2,120 | -21 | -1.0% | -$2,964 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $30.74万 | 0.04% | 6,091 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $30.79万 | 0.04% | 9,471 | 109 | 1.2% | $3,543 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $31.01万 | 0.04% | 972 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $31.17万 | 0.04% | 15,219 | -551 | -3.5% | -$1.13万 | 减仓 |
| PFE | PFIZER INC | $32.05万 | 0.04% | 13,421 | -67 | -0.5% | -$1,600 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $32.38万 | 0.04% | 7,310 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $32.62万 | 0.04% | 1,614 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $33.06万 | 0.04% | 1,499 | 111 | 8.0% | $2.45万 | 加仓 |
| IWD | ISHARES TR | $33.22万 | 0.04% | 1,362 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $33.45万 | 0.04% | 3,015 | -12 | -0.4% | -$1,331 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $33.51万 | 0.04% | 9,939 | -57 | -0.6% | -$1,922 | 减仓 |
| MP | MP MATERIALS CORP | $33.56万 | 0.04% | 6,183 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $33.60万 | 0.04% | 957 | 60 | 6.7% | $2.11万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $33.66万 | 0.04% | 1,003 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $34.39万 | 0.05% | 1,370 | -11 | -0.8% | -$2,761 | 减仓 |
| SUB | ISHARES TR | $34.41万 | 0.05% | 3,239 | 14 | 0.4% | $1,487 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.10万 | 0.05% | 649 | -44 | -6.3% | -$2.38万 | 减仓 |
| IJR | ISHARES TR | $35.24万 | 0.05% | 2,390 | 75 | 3.2% | $1.11万 | 加仓 |
| PCAR | PACCAR INC | $36.11万 | 0.05% | 2,978 | -1 | -0.0% | -$121 | 减仓 |
| MRK | MERCK & CO INC | $37.13万 | 0.05% | 2,962 | 398 | 15.5% | $4.99万 | 加仓 |
| IFRA | ISHARES TR | $37.18万 | 0.05% | 6,007 | -73 | -1.2% | -$4,518 | 减仓 |
| SPTM | SPDR SERIES TRUST | $37.65万 | 0.05% | 4,154 | -293 | -6.6% | -$2.66万 | 减仓 |
| MUB | ISHARES TR | $37.69万 | 0.05% | 3,512 | 218 | 6.6% | $2.34万 | 加仓 |
| GLD | SPDR GOLD TR | $37.84万 | 0.05% | 1,021 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $37.98万 | 0.05% | 3,502 | 8 | 0.2% | $868 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $40.02万 | 0.05% | 2,717 | 5 | 0.2% | $736 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.09万 | 0.05% | 800 | -13 | -1.6% | -$6,677 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $43.01万 | 0.06% | 8,205 | -161 | -1.9% | -$8,439 | 减仓 |
| SPYX | SPDR SERIES TRUST | $44.45万 | 0.06% | 7,271 | -4 | -0.1% | -$245 | 减仓 |
| WFC | WELLS FARGO & CO | $44.67万 | 0.06% | 5,198 | -178 | -3.3% | -$1.53万 | 减仓 |
| USB | US BANCORP | $44.92万 | 0.06% | 7,250 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.49万 | 0.06% | 401 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $45.84万 | 0.06% | 16,187 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $45.90万 | 0.06% | 22,745 | 22,745 | — | $45.90万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $46.30万 | 0.06% | 6,926 | -477 | -6.4% | -$3.19万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $46.84万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $52.63万 | 0.07% | 259 | 1 | 0.4% | $2,032 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.94万 | 0.07% | 1,756 | 1 | 0.1% | $302 | 加仓 |
| AMT | AMERICAN TOWER CORP | $55.94万 | 0.07% | 3,368 | 45 | 1.4% | $7,474 | 加仓 |
| WMT | WALMART INC | $56.51万 | 0.07% | 5,193 | -42 | -0.8% | -$4,571 | 减仓 |
| EMB | ISHARES TR | $57.06万 | 0.08% | 5,946 | -942 | -13.7% | -$9.04万 | 减仓 |
| GE | GE AEROSPACE | $57.63万 | 0.08% | 1,537 | 2 | 0.1% | $750 | 加仓 |
| BWA | BORGWARNER INC | $57.87万 | 0.08% | 8,991 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $61.11万 | 0.08% | 5,988 | -3,488 | -36.8% | -$35.60万 | 减仓 |
| SDY | SPDR SERIES TRUST | $61.58万 | 0.08% | 4,024 | -3 | -0.1% | -$459 | 减仓 |
| EEM | ISHARES TR | $65.84万 | 0.09% | 9,904 | 1 | 0.0% | $66 | 加仓 |
| PSA | PUBLIC STORAGE | $65.91万 | 0.09% | 2,040 | -2 | -0.1% | -$646 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $66.03万 | 0.09% | 16,597 | 74 | 0.4% | $2,944 | 加仓 |
| SBUX | STARBUCKS CORP | $67.25万 | 0.09% | 6,505 | 6 | 0.1% | $620 | 加仓 |
| IWF | ISHARES TR | $69.48万 | 0.09% | 5,648 | 392 | 7.5% | $4.82万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $72.35万 | 0.10% | 12,635 | -1,073 | -7.8% | -$6.14万 | 减仓 |
| LLY | ELI LILLY & CO | $72.90万 | 0.10% | 612 | 93 | 17.9% | $11.08万 | 加仓 |
| KO | COCA COLA CO | $75.91万 | 0.10% | 9,339 | -35 | -0.4% | -$2,845 | 减仓 |
| — | EXXON MOBIL CORP | $76.07万 | 0.10% | 5,582 | 480 | 9.4% | $6.54万 | 加仓 |
| CCI | CROWN CASTLE INC | $76.49万 | 0.10% | 9,995 | 5 | 0.1% | $383 | 加仓 |