Olde Wealth Management, LLC
SAMMAMISH WA · SEC CIK 0001840760
$3.16亿2026Q1 申报市值
116持仓数
63.4%前十大占比 · 第一大 12.8%
4 / 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
EFIV 加仓+$194.96万
ESGD 加仓+$129.68万
AGG 加仓+$105.09万
EAGG 加仓+$104.17万
HYGV 加仓+$49.34万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$90.70万
NVDA 减仓-$36.76万
FVD 减仓-$34.23万
MUB 减仓-$22.80万
JGRO 清仓-$22.20万
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 |
|---|---|---|---|---|---|---|---|---|
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $0 | 0.00% | 0 | -2,394 | -100.0% | -$22.20万 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7.40万 | 0.02% | 14,840 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $20.30万 | 0.06% | 2,248 | -1,217 | -35.1% | -$10.99万 | 减仓 |
| — | HONEYWELL INTL INC COM | $20.30万 | 0.06% | 900 | 900 | — | $20.30万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $20.40万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $20.60万 | 0.07% | 1,105 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $21.00万 | 0.07% | 870 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $21.10万 | 0.07% | 3,035 | -896 | -22.8% | -$6.23万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $21.20万 | 0.07% | 1,750 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $21.20万 | 0.07% | 3,596 | 11 | 0.3% | $648 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $21.20万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $21.70万 | 0.07% | 4,091 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $22.00万 | 0.07% | 618 | -19 | -3.0% | -$6,764 | 减仓 |
| MRK | MERCK & CO INC COM | $22.20万 | 0.07% | 1,836 | 1,836 | — | $22.20万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $22.70万 | 0.07% | 7,500 | 4 | 0.1% | $121 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $23.10万 | 0.07% | 4,643 | -420 | -8.3% | -$2.09万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $24.10万 | 0.08% | 1,838 | -17 | -0.9% | -$2,229 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $24.50万 | 0.08% | 836 | -41 | -4.7% | -$1.20万 | 减仓 |
| DE | DEERE & CO COM | $25.90万 | 0.08% | 460 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $26.30万 | 0.08% | 870 | -2 | -0.2% | -$605 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $26.60万 | 0.08% | 831 | -1 | -0.1% | -$320 | 减仓 |
| CI | THE CIGNA GROUP COM | $26.80万 | 0.08% | 1,007 | 1,007 | — | $26.80万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $27.00万 | 0.09% | 5,010 | -119 | -2.3% | -$6,413 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $27.60万 | 0.09% | 6,733 | 262 | 4.0% | $1.07万 | 加仓 |
| T | AT&T INC COM | $28.80万 | 0.09% | 9,960 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $29.10万 | 0.09% | 2,390 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $29.70万 | 0.09% | 3,355 | -204 | -5.7% | -$1.81万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $29.90万 | 0.09% | 705 | -147 | -17.3% | -$6.23万 | 减仓 |
| GEV | GE VERNOVA INC COM | $30.30万 | 0.10% | 347 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $31.40万 | 0.10% | 7,196 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $31.50万 | 0.10% | 6,280 | -1,974 | -23.9% | -$9.90万 | 减仓 |
| TSLA | TESLA INC COM | $33.30万 | 0.11% | 898 | 25 | 2.9% | $9,271 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $33.40万 | 0.11% | 11,500 | 11,500 | — | $33.40万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $33.70万 | 0.11% | 1,381 | -57 | -4.0% | -$1.39万 | 减仓 |
| CSCO | CISCO SYS INC COM | $34.40万 | 0.11% | 4,434 | -44 | -1.0% | -$3,414 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $34.60万 | 0.11% | 4,572 | 19 | 0.4% | $1,438 | 加仓 |
| — | NUVEEN NY DIVI ADV COM | $35.60万 | 0.11% | 31,727 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $36.20万 | 0.11% | 7,263 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $36.80万 | 0.12% | 1,047 | -36 | -3.3% | -$1.27万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $38.10万 | 0.12% | 2,578 | -144 | -5.3% | -$2.13万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $38.50万 | 0.12% | 1,471 | -85 | -5.5% | -$2.22万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $39.50万 | 0.13% | 1,390 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $41.20万 | 0.13% | 681 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $41.70万 | 0.13% | 4,297 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $45.80万 | 0.14% | 7,417 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $46.00万 | 0.15% | 5,786 | -16 | -0.3% | -$1,272 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $46.40万 | 0.15% | 3,215 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $46.50万 | 0.15% | 1,719 | -232 | -11.9% | -$6.28万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $47.20万 | 0.15% | 1,644 | -29 | -1.7% | -$8,326 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $48.40万 | 0.15% | 6,174 | 3 | 0.0% | $235 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $48.70万 | 0.15% | 2,470 | -111 | -4.3% | -$2.19万 | 减仓 |
| CSX | CSX CORP COM | $50.40万 | 0.16% | 12,300 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $50.50万 | 0.16% | 8,497 | -45 | -0.5% | -$2,674 | 减仓 |
| URI | UNITED RENTALS INC COM | $58.20万 | 0.18% | 800 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $58.60万 | 0.19% | 4,322 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $59.80万 | 0.19% | 1,403 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $61.50万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $64.40万 | 0.20% | 3,800 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $65.70万 | 0.21% | 3,427 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $70.20万 | 0.22% | 1,427 | -136 | -8.7% | -$6.69万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $70.90万 | 0.22% | 2,469 | -161 | -6.1% | -$4.62万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $72.70万 | 0.23% | 10,776 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $73.20万 | 0.23% | 34,577 | -895 | -2.5% | -$1.89万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $73.20万 | 0.23% | 3,731 | 137 | 3.8% | $2.69万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $75.10万 | 0.24% | 3,496 | -12 | -0.3% | -$2,578 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $78.00万 | 0.25% | 3,395 | -358 | -9.5% | -$8.23万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $79.40万 | 0.25% | 11,324 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $80.00万 | 0.25% | 750 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $81.80万 | 0.26% | 2,855 | 0 | 0.0% | — | 不变 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $81.90万 | 0.26% | 36,841 | -352 | -0.9% | -$7,825 | 减仓 |
| AMZN | AMAZON COM INC COM | $83.30万 | 0.26% | 4,003 | 15 | 0.4% | $3,121 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $87.90万 | 0.28% | 8,286 | -2,149 | -20.6% | -$22.80万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $89.60万 | 0.28% | 1,316 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $94.00万 | 0.30% | 11,366 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $109.90万 | 0.35% | 17,164 | -1,273 | -6.9% | -$8.15万 | 减仓 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $111.10万 | 0.35% | 24,007 | -933 | -3.7% | -$4.32万 | 减仓 |
| HD | HOME DEPOT INC COM | $112.20万 | 0.36% | 3,413 | -70 | -2.0% | -$2.30万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $117.80万 | 0.37% | 10,061 | 236 | 2.4% | $2.76万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $119.20万 | 0.38% | 26,309 | 1,580 | 6.4% | $7.16万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $120.90万 | 0.38% | 6,667 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $126.00万 | 0.40% | 5,336 | -236 | -4.2% | -$5.57万 | 减仓 |
| V | VISA INC COM CL A | $129.80万 | 0.41% | 4,297 | -30 | -0.7% | -$9,062 | 减仓 |
| UNP | UNION PAC CORP COM | $140.70万 | 0.45% | 5,800 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $142.60万 | 0.45% | 6,514 | -147 | -2.2% | -$3.22万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $151.80万 | 0.48% | 32,282 | -7,279 | -18.4% | -$34.23万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $154.50万 | 0.49% | 2,500 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $161.70万 | 0.51% | 13,015 | -383 | -2.9% | -$4.76万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $163.60万 | 0.52% | 15,362 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $175.80万 | 0.56% | 17,712 | 10,588 | 148.6% | $105.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $181.60万 | 0.57% | 3,791 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $183.70万 | 0.58% | 19,111 | -19 | -0.1% | -$1,826 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $196.00万 | 0.62% | 4,489 | -111 | -2.4% | -$4.85万 | 减仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $205.10万 | 0.65% | 92,355 | 37 | 0.0% | $822 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $239.80万 | 0.76% | 31,110 | -1,533 | -4.7% | -$11.82万 | 减仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $263.10万 | 0.83% | 36,690 | -37 | -0.1% | -$2,653 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $275.10万 | 0.87% | 9,586 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $297.10万 | 0.94% | 6,906 | 0 | 0.0% | — | 不变 |