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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $7,627.11万 | 10.03% | 868,783 | 333,982 | 62.4% | $2,932.05万 | 加仓 |
| IUSB | ISHARES TR | $4,318.62万 | 5.68% | 940,182 | 369,327 | 64.7% | $1,696.46万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,263.36万 | 5.61% | 631,465 | 50 | 0.0% | $3,376 | 加仓 |
| IVW | ISHARES TR | $3,586.52万 | 4.72% | 261,956 | -475 | -0.2% | -$6.50万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,398.41万 | 4.47% | 1,474,760 | 53,754 | 3.8% | $123.87万 | 加仓 |
| IVE | ISHARES TR | $3,000.34万 | 3.95% | 131,689 | -23,451 | -15.1% | -$534.30万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $2,754.69万 | 3.62% | 762,762 | 19,489 | 2.6% | $70.38万 | 加仓 |
| MBB | ISHARES TR | $2,354.85万 | 3.10% | 250,439 | 14,257 | 6.0% | $134.06万 | 加仓 |
| ACWX | ISHARES TR | $2,159.19万 | 2.84% | 287,888 | 58,488 | 25.5% | $438.67万 | 加仓 |
| IWY | ISHARES TR | $2,008.27万 | 2.64% | 69,778 | 10,954 | 18.6% | $315.27万 | 加仓 |
| GOVT | ISHARES TR | $1,993.62万 | 2.62% | 880,067 | -27,437 | -3.0% | -$62.15万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,892.63万 | 2.49% | 382,368 | -93,746 | -19.7% | -$464.02万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $1,619.03万 | 2.13% | 576,850 | 576,850 | — | $1,619.03万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,441.47万 | 1.90% | 318,296 | -123,637 | -28.0% | -$559.92万 | 减仓 |
| IWX | ISHARES TR | $1,418.52万 | 1.87% | 133,886 | 2,706 | 2.1% | $28.67万 | 加仓 |
| IVV | ISHARES TR | $1,391.91万 | 1.83% | 18,580 | 109 | 0.6% | $8.17万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,381.24万 | 1.82% | 275,429 | 11,728 | 4.4% | $58.81万 | 加仓 |
| AAPL | APPLE INC | $1,342.98万 | 1.77% | 45,621 | -344 | -0.7% | -$10.13万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,292.97万 | 1.70% | 83,232 | -25,523 | -23.5% | -$396.49万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,238.73万 | 1.63% | 202,340 | 47,387 | 30.6% | $290.10万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,118.60万 | 1.47% | 261,595 | -132,886 | -33.7% | -$568.23万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $979.98万 | 1.29% | 194,989 | 194,989 | — | $979.98万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $879.93万 | 1.16% | 94,053 | -61,256 | -39.4% | -$573.09万 | 减仓 |
| TSLA | TESLA INC | $747.85万 | 0.98% | 17,584 | 4 | 0.0% | $1,701 | 加仓 |
| QUAL | ISHARES TR | $695.01万 | 0.91% | 31,755 | -82,823 | -72.3% | -$1,812.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $683.43万 | 0.90% | 34,590 | -1,477 | -4.1% | -$29.18万 | 减仓 |
| TLT | ISHARES TR | $558.25万 | 0.73% | 65,277 | -68,996 | -51.4% | -$590.06万 | 减仓 |
| ESGU | ISHARES TR | $543.49万 | 0.71% | 33,221 | 8 | 0.0% | $1,309 | 加仓 |
| EAGG | ISHARES TR | $515.55万 | 0.68% | 109,273 | 20,388 | 22.9% | $96.19万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $470.89万 | 0.62% | 58,722 | -5,856 | -9.1% | -$46.96万 | 减仓 |
| OEF | ISHARES TR | $454.96万 | 0.60% | 12,435 | -83 | -0.7% | -$3.04万 | 减仓 |
| IYW | ISHARES TR | $443.72万 | 0.58% | 17,838 | -116 | -0.6% | -$2.89万 | 减仓 |
| MTUM | ISHARES TR | $441.98万 | 0.58% | 13,471 | -1,295 | -8.8% | -$42.49万 | 减仓 |
| EFV | ISHARES TR | $430.07万 | 0.57% | 56,348 | -158,581 | -73.8% | -$1,210.34万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $424.05万 | 0.56% | 81,360 | -157,751 | -66.0% | -$822.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $376.69万 | 0.50% | 47,121 | 7,364 | 18.5% | $58.87万 | 加仓 |
| SUSC | ISHARES TR | $376.60万 | 0.50% | 163,562 | -38,820 | -19.2% | -$89.38万 | 减仓 |
| DSI | ISHARES TR | $369.06万 | 0.49% | 25,928 | -841 | -3.1% | -$11.97万 | 减仓 |
| STIP | ISHARES TR | $367.09万 | 0.48% | 36,278 | 36,278 | — | $367.09万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $346.46万 | 0.46% | 20,910 | -264 | -1.2% | -$4.37万 | 减仓 |
| IEMG | ISHARES INC | $346.01万 | 0.46% | 42,914 | -14,697 | -25.5% | -$118.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $314.55万 | 0.41% | 8,185 | 317 | 4.0% | $12.18万 | 加仓 |
| AMZN | AMAZON COM INC | $309.67万 | 0.41% | 12,812 | -76 | -0.6% | -$1.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $303.13万 | 0.40% | 39,910 | -953 | -2.3% | -$7.24万 | 减仓 |
| USXF | ISHARES TR | $281.51万 | 0.37% | 41,174 | -1,481 | -3.5% | -$10.13万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $265.03万 | 0.35% | 15,031 | 21 | 0.1% | $3,703 | 加仓 |
| IEF | ISHARES TR | $263.57万 | 0.35% | 28,030 | 24,328 | 657.2% | $228.76万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $260.21万 | 0.34% | 53,908 | -11,939 | -18.1% | -$57.63万 | 减仓 |
| IWP | ISHARES TR | $240.91万 | 0.32% | 16,622 | 23 | 0.1% | $3,334 | 加仓 |
| IWB | ISHARES TR | $237.02万 | 0.31% | 5,797 | -11 | -0.2% | -$4,498 | 减仓 |
| AVGO | BROADCOM INC | $230.35万 | 0.30% | 6,237 | -49 | -0.8% | -$1.81万 | 减仓 |
| CSCO | CISCO SYS INC | $230.11万 | 0.30% | 19,666 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $229.26万 | 0.30% | 25,993 | 2,087 | 8.7% | $18.41万 | 加仓 |
| TLH | ISHARES TR | $229.00万 | 0.30% | 22,947 | -1,327 | -5.5% | -$13.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $226.87万 | 0.30% | 15,388 | 189 | 1.2% | $2.79万 | 加仓 |
| EMXC | ISHARES INC | $225.47万 | 0.30% | 22,884 | -171 | -0.7% | -$1.68万 | 减仓 |
| IWS | ISHARES TR | $222.03万 | 0.29% | 13,469 | -65 | -0.5% | -$1.07万 | 减仓 |
| NKE | NIKE INC | $221.23万 | 0.29% | 51,378 | 280 | 0.5% | $1.21万 | 加仓 |
| ILCG | ISHARES TR | $210.72万 | 0.28% | 18,219 | -3 | -0.0% | -$347 | 减仓 |
| CAT | CATERPILLAR INC | $193.45万 | 0.25% | 1,951 | 1 | 0.1% | $992 | 加仓 |
| SUSB | ISHARES TR | $183.91万 | 0.24% | 73,827 | 73,827 | — | $183.91万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $182.86万 | 0.24% | 7,733 | -346 | -4.3% | -$8.18万 | 减仓 |
| EFG | ISHARES TR | $179.19万 | 0.24% | 14,596 | -588 | -3.9% | -$7.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $176.61万 | 0.23% | 1,910 | -159 | -7.7% | -$14.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.31万 | 0.23% | 3,508 | -16 | -0.5% | -$7,996 | 减仓 |
| EMGF | ISHARES INC | $170.24万 | 0.22% | 23,908 | -209 | -0.9% | -$1.49万 | 减仓 |
| IVLU | ISHARES TR | $165.91万 | 0.22% | 39,749 | -1,466 | -3.6% | -$6.12万 | 减仓 |
| ESGE | ISHARES INC | $162.96万 | 0.21% | 30,678 | -9,411 | -23.5% | -$49.99万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $154.62万 | 0.20% | 7,526 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $150.31万 | 0.20% | 38,911 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $150.20万 | 0.20% | 2 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $145.87万 | 0.19% | 13,317 | 8 | 0.1% | $876 | 加仓 |
| ITOT | ISHARES TR | $141.01万 | 0.19% | 8,597 | -42 | -0.5% | -$6,889 | 减仓 |
| QQQ | INVESCO QQQ TR | $140.31万 | 0.18% | 1,935 | 4 | 0.2% | $2,901 | 加仓 |
| EVUS | ISHARES TR | $140.15万 | 0.18% | 39,669 | 1,040 | 2.7% | $3.67万 | 加仓 |
| DMXF | ISHARES TR | $134.87万 | 0.18% | 16,108 | 320 | 2.0% | $2.68万 | 加仓 |
| MKL | MARKEL GROUP INC | $129.76万 | 0.17% | 677 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $129.32万 | 0.17% | 29,544 | 3,905 | 15.2% | $17.09万 | 加仓 |
| ILCV | ISHARES TR | $129.22万 | 0.17% | 12,653 | -204 | -1.6% | -$2.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $126.69万 | 0.17% | 1,243 | 5 | 0.4% | $5,096 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $124.06万 | 0.16% | 4,560 | 433 | 10.5% | $11.78万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $122.86万 | 0.16% | 3,490 | 10 | 0.3% | $3,520 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $115.97万 | 0.15% | 3,472 | 2 | 0.1% | $668 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $115.28万 | 0.15% | 4,539 | 242 | 5.6% | $6.15万 | 加仓 |
| CMI | CUMMINS INC | $113.33万 | 0.15% | 1,661 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $103.78万 | 0.14% | 7,333 | 9 | 0.1% | $1,274 | 加仓 |
| MO | ALTRIA GROUP INC | $101.55万 | 0.13% | 14,195 | 133 | 0.9% | $9,515 | 加仓 |
| IAGG | ISHARES TR | $95.66万 | 0.13% | 19,292 | -187,053 | -90.7% | -$927.54万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $95.33万 | 0.13% | 6,812 | 6 | 0.1% | $840 | 加仓 |
| ESS | ESSEX PPTY TR INC | $95.04万 | 0.13% | 3,220 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $92.31万 | 0.12% | 21,324 | 628 | 3.0% | $2.72万 | 加仓 |
| SHOP | SHOPIFY INC | $91.20万 | 0.12% | 7,498 | -72 | -1.0% | -$8,757 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $90.35万 | 0.12% | 875 | -452 | -34.1% | -$46.67万 | 减仓 |
| GOOGL | ALPHABET INC | $90.15万 | 0.12% | 2,496 | -9 | -0.4% | -$3,251 | 减仓 |
| TRNO | TERRENO RLTY CORP | $86.90万 | 0.11% | 13,165 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $86.25万 | 0.11% | 10,728 | -32,152 | -75.0% | -$258.50万 | 减仓 |
| IGM | ISHARES TR | $86.12万 | 0.11% | 5,349 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $85.52万 | 0.11% | 8,079 | -796 | -9.0% | -$8.43万 | 减仓 |
| GOOG | ALPHABET INC | $85.49万 | 0.11% | 2,389 | 41 | 1.7% | $1.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $85.37万 | 0.11% | 1,312 | 8 | 0.6% | $5,205 | 加仓 |