Windward Private Wealth Management Inc.
OVERLAND PARK KS · SEC CIK 0001835866
$2.89亿2026Q1 申报市值
44持仓数
83.2%前十大占比 · 第一大 22.9%
1 / 1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
BSV 加仓+$163.18万
BIV 加仓+$99.97万
VONG 加仓+$82.44万
VMBS 加仓+$58.13万
XLE 新建仓+$20.94万
2026Q1 卖出最多 按季末市值估算
AVGO 清仓-$35.20万
VONV 减仓-$31.96万
VTV 减仓-$23.09万
IEFA 减仓-$21.18万
IGE 减仓-$8.14万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $6,611.43万 | 22.85% | 843,187 | 20,811 | 2.5% | $163.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,958.14万 | 13.68% | 617,688 | 766 | 0.1% | $4.91万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,294.24万 | 11.39% | 300,323 | 7,516 | 2.6% | $82.44万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,866.34万 | 9.91% | 305,776 | -3,409 | -1.1% | -$31.96万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,527.00万 | 8.74% | 327,417 | 12,953 | 4.1% | $99.97万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,610.99万 | 5.57% | 343,129 | 12,381 | 3.7% | $58.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,351.21万 | 4.67% | 249,993 | 2,121 | 0.9% | $11.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $776.60万 | 2.68% | 36,111 | -367 | -1.0% | -$7.89万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $556.08万 | 1.92% | 55,514 | -135 | -0.2% | -$1.35万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $527.70万 | 1.82% | 26,896 | -1,177 | -4.2% | -$23.09万 | 减仓 |
| IXUS | ISHARES TR | $511.88万 | 1.77% | 59,081 | -424 | -0.7% | -$3.67万 | 减仓 |
| IUSG | ISHARES TR | $474.51万 | 1.64% | 30,592 | 785 | 2.6% | $12.18万 | 加仓 |
| IUSV | ISHARES TR | $393.25万 | 1.36% | 38,460 | -383 | -1.0% | -$3.92万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $362.07万 | 1.25% | 45,675 | -223 | -0.5% | -$1.77万 | 减仓 |
| IEFA | ISHARES TR | $357.29万 | 1.24% | 39,466 | -2,340 | -5.6% | -$21.18万 | 减仓 |
| MUB | ISHARES TR | $284.12万 | 0.98% | 26,766 | 105 | 0.4% | $1.11万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $250.81万 | 0.87% | 42,844 | -1,115 | -2.5% | -$6.53万 | 减仓 |
| IGE | ISHARES TR | $226.78万 | 0.78% | 36,031 | -1,294 | -3.5% | -$8.14万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $211.96万 | 0.73% | 5,199 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $199.59万 | 0.69% | 26,844 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $182.75万 | 0.63% | 8,412 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $166.30万 | 0.57% | 8,772 | -314 | -3.5% | -$5.95万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $129.59万 | 0.45% | 39,330 | -371 | -0.9% | -$1.22万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $125.18万 | 0.43% | 9,050 | 68 | 0.8% | $9,406 | 加仓 |
| IVE | ISHARES TR | $124.58万 | 0.43% | 5,900 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $101.95万 | 0.35% | 22,071 | -609 | -2.7% | -$2.81万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $81.19万 | 0.28% | 5,569 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $78.10万 | 0.27% | 9,583 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $66.45万 | 0.23% | 8,475 | -952 | -10.1% | -$7.46万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $66.36万 | 0.23% | 22,069 | -292 | -1.3% | -$8,780 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.79万 | 0.21% | 12,184 | 1,181 | 10.7% | $5.89万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $58.73万 | 0.20% | 1,943 | -17 | -0.9% | -$5,138 | 减仓 |
| IEMG | ISHARES INC | $34.21万 | 0.12% | 4,904 | 1,103 | 29.0% | $7.69万 | 加仓 |
| RMD | RESMED INC | $33.67万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.37万 | 0.11% | 1,236 | -18 | -1.4% | -$4,715 | 减仓 |
| SHY | ISHARES TR | $31.38万 | 0.11% | 3,800 | -717 | -15.9% | -$5.92万 | 减仓 |
| MBB | ISHARES TR | $31.28万 | 0.11% | 3,294 | -33 | -1.0% | -$3,133 | 减仓 |
| EMR | EMERSON ELEC CO | $30.33万 | 0.10% | 2,315 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $28.19万 | 0.10% | 2,902 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.84万 | 0.10% | 6,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $22.47万 | 0.08% | 1,080 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $21.43万 | 0.07% | 2,266 | -36 | -1.6% | -$3,405 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $20.94万 | 0.07% | 3,419 | 3,419 | — | $20.94万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $20.16万 | 0.07% | 629 | -214 | -25.4% | -$6.86万 | 减仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$35.20万 | 清仓 |