Olde Wealth Management, LLC
SAMMAMISH WA · SEC CIK 0001840760
$3.53亿2026Q2 申报市值
119持仓数
63.8%前十大占比 · 第一大 12.6%
5 / 5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
EAGG 加仓+$139.02万
ESGD 加仓+$110.91万
ESGV 加仓+$101.23万
VCRB 加仓+$75.44万
EFIV 加仓+$75.40万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$64.40万
GARP 减仓-$61.79万
SCHG 清仓-$33.40万
T 清仓-$28.80万
NVDA 减仓-$27.47万
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VNGRD TOTAL INTL STOCK | $241.50万 | 0.68% | 28,252 | -2,858 | -9.2% | -$24.43万 | 减仓 |
| GLD | SPDR GOLD SHARES | $254.80万 | 0.72% | 6,919 | 13 | 0.2% | $4,787 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $278.80万 | 0.79% | 2,981 | -6 | -0.2% | -$5,612 | 减仓 |
| VSGX | VNGRD ESG INTL STOCK | $299.90万 | 0.85% | 36,426 | -264 | -0.7% | -$2.17万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $301.50万 | 0.85% | 9,586 | 0 | 0.0% | — | 不变 |
| VOO | VNGRD SP 500 | $361.10万 | 1.02% | 5,257 | 3 | 0.1% | $2,061 | 加仓 |
| SPY | STATE ST SPDR SP 500 | $366.60万 | 1.04% | 4,898 | 218 | 4.7% | $16.32万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTL STOCK | $391.20万 | 1.11% | 40,993 | 222 | 0.5% | $2.12万 | 加仓 |
| GOVT | ISHARES U.S. TRSY BND | $431.00万 | 1.22% | 189,217 | 6,463 | 3.5% | $14.72万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA | $534.60万 | 1.52% | 34,653 | -36 | -0.1% | -$5,554 | 减仓 |
| — | FLX SH STOXX US ESG SEL IDX | $573.10万 | 1.62% | 32,604 | -580 | -1.7% | -$10.20万 | 减仓 |
| IVV | ISHARES CORE SP 500 | $667.60万 | 1.89% | 8,914 | -16 | -0.2% | -$1.20万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $668.20万 | 1.89% | 9,074 | 175 | 2.0% | $12.89万 | 加仓 |
| HYGV | FLX SH HIGH YIELD VALUE-SCORED BND IDX | $808.40万 | 2.29% | 200,799 | 14,120 | 7.6% | $56.85万 | 加仓 |
| SPYV | STATE ST SPDR PORT SP 500 VALUE | $988.70万 | 2.80% | 162,652 | -3,615 | -2.2% | -$21.97万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,141.80万 | 3.24% | 30,611 | -114 | -0.4% | -$4.25万 | 减仓 |
| GARP | ISHARES MSCI USA QUALITY GARP | $1,185.80万 | 3.36% | 143,651 | -7,486 | -5.0% | -$61.79万 | 减仓 |
| VCRB | VNGRD CORE BND | $1,409.60万 | 3.99% | 182,514 | 9,768 | 5.7% | $75.44万 | 加仓 |
| AAPL | APPLE INC COM | $1,874.20万 | 5.31% | 64,772 | -440 | -0.7% | -$12.73万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGG BND | $2,323.40万 | 6.58% | 490,066 | 29,324 | 6.4% | $139.02万 | 加仓 |
| ESGV | VNGRD ESG U.S. STOCK | $2,551.00万 | 7.23% | 192,912 | 7,655 | 4.1% | $101.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,733.50万 | 7.75% | 136,615 | -1,373 | -1.0% | -$27.47万 | 减仓 |
| EFIV | STATE ST SPDR SP 500 ESG | $3,857.30万 | 10.93% | 528,913 | 10,339 | 2.0% | $75.40万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE | $4,461.90万 | 12.65% | 434,001 | 10,788 | 2.5% | $110.91万 | 加仓 |