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 |
|---|---|---|---|---|---|---|---|---|
| EXR | EXTRA SPACE STORAGE INC COM | $24.10万 | 0.08% | 1,838 | -17 | -0.9% | -$2,229 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $23.10万 | 0.07% | 4,643 | -420 | -8.3% | -$2.09万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $22.70万 | 0.07% | 7,500 | 4 | 0.1% | $121 | 加仓 |
| MRK | MERCK & CO INC COM | $22.20万 | 0.07% | 1,836 | 1,836 | — | $22.20万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $22.00万 | 0.07% | 618 | -19 | -3.0% | -$6,764 | 减仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $21.70万 | 0.07% | 4,091 | 0 | 0.0% | — | 不变 |
| 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 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $21.10万 | 0.07% | 3,035 | -896 | -22.8% | -$6.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $21.00万 | 0.07% | 870 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $20.60万 | 0.07% | 1,105 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $20.40万 | 0.06% | 1,560 | 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 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7.40万 | 0.02% | 14,840 | 0 | 0.0% | — | 不变 |
| 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 |