Horst & Graben Wealth Management LLC
PORTLAND OR · SEC CIK 0001818207
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,501.42万 | 6.18% | 534,801 | 110,962 | 26.2% | $933.97万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,039.75万 | 5.54% | 631,415 | -93,004 | -12.8% | -$595.03万 | 减仓 |
| IVW | ISHARES TR | $3,423.86万 | 4.70% | 262,431 | 10,352 | 4.1% | $135.06万 | 加仓 |
| IVE | ISHARES TR | $3,414.00万 | 4.68% | 155,140 | 5,057 | 3.4% | $111.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,306.60万 | 4.54% | 1,421,006 | 31,838 | 2.3% | $74.09万 | 加仓 |
| IUSB | ISHARES TR | $2,644.77万 | 3.63% | 570,855 | 10,830 | 1.9% | $50.18万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,562.81万 | 3.52% | 743,273 | 743,273 | — | $2,562.81万 | 新建仓 |
| QUAL | ISHARES TR | $2,373.94万 | 3.26% | 114,578 | 1,030 | 0.9% | $21.34万 | 加仓 |
| MBB | ISHARES TR | $2,245.07万 | 3.08% | 236,182 | 9,212 | 4.1% | $87.57万 | 加仓 |
| GOVT | ISHARES TR | $2,077.73万 | 2.85% | 907,504 | 815,925 | 891.0% | $1,868.06万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $2,024.85万 | 2.78% | 441,933 | 21,888 | 5.2% | $100.29万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,020.38万 | 2.77% | 476,114 | 26,844 | 6.0% | $113.91万 | 加仓 |
| ACWX | ISHARES TR | $1,678.98万 | 2.30% | 229,400 | 229,400 | — | $1,678.98万 | 新建仓 |
| IWY | ISHARES TR | $1,652.73万 | 2.27% | 58,824 | 1,301 | 2.3% | $36.55万 | 加仓 |
| EFV | ISHARES TR | $1,643.78万 | 2.25% | 214,929 | -126,335 | -37.0% | -$966.21万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,596.86万 | 2.19% | 394,481 | 19,146 | 5.1% | $77.50万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,436.59万 | 1.97% | 108,755 | 7,317 | 7.2% | $96.65万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,389.86万 | 1.91% | 155,309 | 31,959 | 25.9% | $286.00万 | 加仓 |
| IVV | ISHARES TR | $1,327.15万 | 1.82% | 18,471 | 114 | 0.6% | $8.19万 | 加仓 |
| IWX | ISHARES TR | $1,291.86万 | 1.77% | 131,180 | -1,732 | -1.3% | -$17.06万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,254.58万 | 1.72% | 239,111 | -100,679 | -29.6% | -$528.25万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,239.66万 | 1.70% | 263,701 | 263,701 | — | $1,239.66万 | 新建仓 |
| AAPL | APPLE INC | $1,230.06万 | 1.69% | 45,965 | 575 | 1.3% | $15.39万 | 加仓 |
| TLT | ISHARES TR | $1,158.51万 | 1.59% | 134,273 | 1,788 | 1.3% | $15.43万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,045.62万 | 1.43% | 154,953 | 66,173 | 74.5% | $446.54万 | 加仓 |
| IAGG | ISHARES TR | $1,030.28万 | 1.41% | 206,345 | 20,984 | 11.3% | $104.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $780.17万 | 1.07% | 36,067 | 8,081 | 28.9% | $174.80万 | 加仓 |
| TSLA | TESLA INC | $665.70万 | 0.91% | 17,580 | 15,478 | 736.3% | $586.11万 | 加仓 |
| ESGU | ISHARES TR | $517.00万 | 0.71% | 33,213 | -509 | -1.5% | -$7.92万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $494.41万 | 0.68% | 64,578 | -5,055 | -7.3% | -$38.70万 | 减仓 |
| SUSC | ISHARES TR | $469.62万 | 0.64% | 202,382 | 1,285 | 0.6% | $2.98万 | 加仓 |
| IEMG | ISHARES INC | $449.48万 | 0.62% | 57,611 | -267,816 | -82.3% | -$2,089.52万 | 减仓 |
| OEF | ISHARES TR | $442.14万 | 0.61% | 12,518 | -12,297 | -49.6% | -$434.33万 | 减仓 |
| EAGG | ISHARES TR | $423.45万 | 0.58% | 88,885 | 3,828 | 4.5% | $18.24万 | 加仓 |
| MTUM | ISHARES TR | $414.56万 | 0.57% | 14,766 | 402 | 2.8% | $11.29万 | 加仓 |
| IYW | ISHARES TR | $392.15万 | 0.54% | 17,954 | -489 | -2.7% | -$10.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $391.26万 | 0.54% | 21,174 | 43 | 0.2% | $7,946 | 加仓 |
| GLDM | WORLD GOLD TR | $368.27万 | 0.51% | 39,757 | -76,129 | -65.7% | -$705.18万 | 减仓 |
| DSI | ISHARES TR | $362.21万 | 0.50% | 26,769 | -2,613 | -8.9% | -$35.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $359.88万 | 0.49% | 40,863 | -14,626 | -26.4% | -$128.81万 | 减仓 |
| AMZN | AMAZON COM INC | $336.53万 | 0.46% | 12,888 | 5,980 | 86.6% | $156.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $334.26万 | 0.46% | 7,868 | 1,103 | 16.3% | $46.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $316.39万 | 0.43% | 65,847 | 37,691 | 133.9% | $181.11万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $294.70万 | 0.40% | 15,010 | 4,159 | 38.3% | $81.66万 | 加仓 |
| USXF | ISHARES TR | $271.74万 | 0.37% | 42,655 | -868 | -2.0% | -$5.53万 | 减仓 |
| AVGO | BROADCOM INC | $262.88万 | 0.36% | 6,286 | 2,772 | 78.9% | $115.92万 | 加仓 |
| TLH | ISHARES TR | $244.15万 | 0.33% | 24,274 | 934 | 4.0% | $9.39万 | 加仓 |
| NKE | NIKE INC | $230.66万 | 0.32% | 51,098 | 3,134 | 6.5% | $14.15万 | 加仓 |
| IWB | ISHARES TR | $227.19万 | 0.31% | 5,808 | -124 | -2.1% | -$4.85万 | 减仓 |
| IWP | ISHARES TR | $225.62万 | 0.31% | 16,599 | 183 | 1.1% | $2.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $225.55万 | 0.31% | 15,199 | -639 | -4.0% | -$9.48万 | 减仓 |
| SYSB | ISHARES TR | $213.03万 | 0.29% | 23,906 | -2,016 | -7.8% | -$17.96万 | 减仓 |
| IWS | ISHARES TR | $210.75万 | 0.29% | 13,534 | -119 | -0.9% | -$1.85万 | 减仓 |
| EMXC | ISHARES INC | $209.16万 | 0.29% | 23,055 | -1,063 | -4.4% | -$9.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $206.47万 | 0.28% | 2,069 | 244 | 13.4% | $24.35万 | 加仓 |
| ESGE | ISHARES INC | $203.81万 | 0.28% | 40,089 | -909 | -2.2% | -$4.62万 | 减仓 |
| ILCG | ISHARES TR | $201.51万 | 0.28% | 18,222 | -525 | -2.8% | -$5.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $182.57万 | 0.25% | 8,079 | 473 | 6.2% | $10.69万 | 加仓 |
| EFG | ISHARES TR | $180.31万 | 0.25% | 15,184 | 342 | 2.3% | $4.06万 | 加仓 |
| CSCO | CISCO SYS INC | $173.57万 | 0.24% | 19,666 | 77 | 0.4% | $6,796 | 加仓 |
| IVLU | ISHARES TR | $168.24万 | 0.23% | 41,215 | -594 | -1.4% | -$2.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.62万 | 0.23% | 3,524 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $163.54万 | 0.22% | 24,117 | 946 | 4.1% | $6.41万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $162.53万 | 0.22% | 38,911 | 27 | 0.1% | $1,128 | 加仓 |
| CAT | CATERPILLAR INC | $161.60万 | 0.22% | 1,950 | 29 | 1.5% | $2.40万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $150.64万 | 0.21% | 7,526 | 894 | 13.5% | $17.89万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $144.06万 | 0.20% | 13,309 | 16 | 0.1% | $1,732 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $141.72万 | 0.19% | 2 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $135.24万 | 0.19% | 8,639 | 461 | 5.6% | $7.22万 | 加仓 |
| EVUS | ISHARES TR | $130.45万 | 0.18% | 38,629 | -641 | -1.6% | -$2.16万 | 减仓 |
| MKL | MARKEL GROUP INC | $128.34万 | 0.18% | 677 | -2 | -0.3% | -$3,791 | 减仓 |
| QQQ | INVESCO QQQ TR | $128.26万 | 0.18% | 1,931 | 339 | 21.3% | $22.52万 | 加仓 |
| DMXF | ISHARES TR | $126.68万 | 0.17% | 15,788 | 15,788 | — | $126.68万 | 新建仓 |
| ORCL | ORACLE CORP | $126.67万 | 0.17% | 7,324 | 298 | 4.2% | $5.15万 | 加仓 |
| ICVT | ISHARES TR | $126.26万 | 0.17% | 11,278 | -5,608 | -33.2% | -$62.78万 | 减仓 |
| ILCV | ISHARES TR | $125.51万 | 0.17% | 12,857 | 903 | 7.6% | $8.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $116.09万 | 0.16% | 1,238 | 15 | 1.2% | $1.41万 | 加仓 |
| GNMA | ISHARES TR | $114.27万 | 0.16% | 25,639 | -366 | -1.4% | -$1.63万 | 减仓 |
| CMI | CUMMINS INC | $109.76万 | 0.15% | 1,661 | 54 | 3.4% | $3.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.15万 | 0.15% | 3,470 | 796 | 29.8% | $24.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $96.84万 | 0.13% | 4,297 | 49 | 1.2% | $1.10万 | 加仓 |
| ESGD | ISHARES TR | $94.96万 | 0.13% | 9,476 | 235 | 2.5% | $2.36万 | 加仓 |
| META | META PLATFORMS INC | $94.12万 | 0.13% | 1,387 | 483 | 53.4% | $32.77万 | 加仓 |
| SHOP | SHOPIFY INC | $94.04万 | 0.13% | 7,570 | 2,268 | 42.8% | $28.18万 | 加仓 |
| MO | ALTRIA GROUP INC | $92.81万 | 0.13% | 14,062 | 201 | 1.5% | $1.33万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $92.37万 | 0.13% | 32,790 | -1,042 | -3.1% | -$2.94万 | 减仓 |
| EUSB | ISHARES TR | $90.36万 | 0.12% | 20,696 | -154 | -0.7% | -$6,724 | 减仓 |
| CWB | SPDR SERIES TRUST | $89.38万 | 0.12% | 8,875 | -743 | -7.7% | -$7.48万 | 减仓 |
| GOOGL | ALPHABET INC | $87.75万 | 0.12% | 2,505 | 329 | 15.1% | $11.53万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $86.82万 | 0.12% | 13,165 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $85.34万 | 0.12% | 6,806 | -15 | -0.2% | -$1,881 | 减仓 |
| CCI | CROWN CASTLE INC | $83.36万 | 0.11% | 9,990 | -35 | -0.3% | -$2,921 | 减仓 |
| ESS | ESSEX PPTY TR INC | $82.70万 | 0.11% | 3,220 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $82.09万 | 0.11% | 10,720 | 8,126 | 313.3% | $62.23万 | 加仓 |
| GOOG | ALPHABET INC | $81.84万 | 0.11% | 2,348 | 1 | 0.0% | $349 | 加仓 |
| OKE | ONEOK INC NEW | $81.18万 | 0.11% | 9,252 | -11 | -0.1% | -$965 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $79.19万 | 0.11% | 13,708 | -153 | -1.1% | -$8,839 | 减仓 |
| IEV | ISHARES TR | $78.00万 | 0.11% | 10,954 | 81 | 0.7% | $5,768 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.41万 | 0.10% | 4,749 | 137 | 3.0% | $2.20万 | 加仓 |
| IGM | ISHARES TR | $76.38万 | 0.10% | 5,349 | -295 | -5.2% | -$4.21万 | 减仓 |