Windward Private Wealth Management Inc.
OVERLAND PARK KS · SEC CIK 0001835866
$3.13亿2026Q2 申报市值
43持仓数
83.6%前十大占比 · 第一大 21.5%
0 / 1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
BSV 加仓+$139.60万
VONG 加仓+$87.26万
BIV 加仓+$53.13万
VONV 加仓+$28.19万
VGSH 加仓+$14.83万
2026Q2 卖出最多 按季末市值估算
XLE 清仓-$20.94万
VSS 减仓-$11.53万
IWN 减仓-$10.62万
IUSV 减仓-$10.57万
MUB 减仓-$9.95万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,419 | -100.0% | -$20.94万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $21.66万 | 0.07% | 629 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $24.72万 | 0.08% | 2,266 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.59万 | 0.09% | 1,080 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $28.82万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $29.23万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.15万 | 0.10% | 2,902 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $31.31万 | 0.10% | 3,813 | 13 | 0.3% | $1,067 | 加仓 |
| EMR | EMERSON ELEC CO | $33.14万 | 0.11% | 2,315 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $34.82万 | 0.11% | 3,684 | 390 | 11.8% | $3.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $34.92万 | 0.11% | 1,152 | -84 | -6.8% | -$2.55万 | 减仓 |
| IEMG | ISHARES INC | $40.62万 | 0.13% | 4,904 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $58.64万 | 0.19% | 11,593 | -591 | -4.9% | -$2.99万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $66.33万 | 0.21% | 22,103 | 34 | 0.2% | $1,020 | 加仓 |
| SCZ | ISHARES TR | $69.72万 | 0.22% | 8,475 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $69.96万 | 0.22% | 1,913 | -30 | -1.5% | -$1.10万 | 减仓 |
| DLS | WISDOMTREE TR | $71.04万 | 0.23% | 8,478 | -1,105 | -11.5% | -$9.26万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $74.40万 | 0.24% | 4,822 | -747 | -13.4% | -$11.53万 | 减仓 |
| IUSB | ISHARES TR | $96.57万 | 0.31% | 20,926 | -1,145 | -5.2% | -$5.28万 | 减仓 |
| IVE | ISHARES TR | $133.97万 | 0.43% | 5,900 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $138.93万 | 0.44% | 38,316 | -1,014 | -2.6% | -$3.68万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $153.03万 | 0.49% | 9,750 | 700 | 7.7% | $10.99万 | 加仓 |
| IWN | ISHARES TR | $183.41万 | 0.59% | 8,292 | -480 | -5.5% | -$10.62万 | 减仓 |
| IGE | ISHARES TR | $197.28万 | 0.63% | 35,116 | -915 | -2.5% | -$5.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $204.40万 | 0.65% | 8,412 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $205.49万 | 0.66% | 26,844 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $252.75万 | 0.81% | 30,592 | -602 | -1.9% | -$4.97万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $264.18万 | 0.85% | 45,392 | 2,548 | 5.9% | $14.83万 | 加仓 |
| MUB | ISHARES TR | $278.10万 | 0.89% | 25,841 | -925 | -3.5% | -$9.95万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $358.84万 | 1.15% | 45,406 | -269 | -0.6% | -$2.13万 | 减仓 |
| IEFA | ISHARES TR | $379.23万 | 1.21% | 39,266 | -200 | -0.5% | -$1.93万 | 减仓 |
| IUSV | ISHARES TR | $413.06万 | 1.32% | 37,500 | -960 | -2.5% | -$10.57万 | 减仓 |
| IXUS | ISHARES TR | $555.51万 | 1.78% | 58,205 | -876 | -1.5% | -$8.36万 | 减仓 |
| IUSG | ISHARES TR | $571.85万 | 1.83% | 30,403 | -189 | -0.6% | -$3.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $583.44万 | 1.87% | 26,772 | -124 | -0.5% | -$2.70万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $673.46万 | 2.15% | 55,465 | -49 | -0.1% | -$5,950 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $853.04万 | 2.73% | 36,051 | -60 | -0.2% | -$1.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,506.43万 | 4.82% | 252,376 | 2,383 | 1.0% | $14.22万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,615.36万 | 5.17% | 345,088 | 1,959 | 0.6% | $9.17万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,564.41万 | 8.20% | 334,344 | 6,927 | 2.1% | $53.13万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,278.90万 | 10.49% | 308,428 | 2,652 | 0.9% | $28.19万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,925.68万 | 12.56% | 307,150 | 6,827 | 2.3% | $87.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,412.92万 | 14.12% | 619,357 | 1,669 | 0.3% | $11.89万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6,708.87万 | 21.46% | 861,105 | 17,918 | 2.1% | $139.60万 | 加仓 |