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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $297.60万 | 0.94% | 2,987 | -4 | -0.1% | -$3,985 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $305.10万 | 0.97% | 4,680 | -291 | -5.9% | -$18.97万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $313.90万 | 0.99% | 5,254 | -46 | -0.9% | -$2.75万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $353.20万 | 1.12% | 40,771 | 140 | 0.3% | $1.21万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $418.60万 | 1.32% | 182,754 | 4,785 | 2.7% | $10.96万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $458.20万 | 1.45% | 34,689 | 10 | 0.0% | $1,321 | 加仓 |
| — | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $503.50万 | 1.59% | 33,184 | -109 | -0.3% | -$1.65万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $513.60万 | 1.63% | 8,899 | -269 | -2.9% | -$15.53万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $583.30万 | 1.85% | 8,930 | -178 | -2.0% | -$11.63万 | 减仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $747.80万 | 2.37% | 186,679 | 12,317 | 7.1% | $49.34万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $940.70万 | 2.98% | 166,267 | 5,268 | 3.3% | $29.81万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $966.80万 | 3.06% | 151,137 | 3,478 | 2.4% | $22.25万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,137.30万 | 3.60% | 30,725 | -570 | -1.8% | -$21.10万 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $1,336.70万 | 4.23% | 172,746 | 1,292 | 0.8% | $10.00万 | 加仓 |
| AAPL | APPLE INC COM | $1,655.00万 | 5.24% | 65,212 | -3,574 | -5.2% | -$90.70万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $2,079.80万 | 6.58% | 185,257 | -571 | -0.3% | -$6.41万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $2,190.80万 | 6.93% | 460,742 | 21,907 | 5.0% | $104.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,406.60万 | 7.62% | 137,988 | -2,108 | -1.5% | -$36.76万 | 减仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $3,271.10万 | 10.35% | 518,574 | 30,908 | 6.3% | $194.96万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $4,046.70万 | 12.81% | 423,213 | 13,562 | 3.3% | $129.68万 | 加仓 |