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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES CORE U.S. REIT | $26.60万 | 0.08% | 4,010 | 414 | 11.5% | $2.75万 | 加仓 |
| VZ | VERIZON COMMS INC COM | $25.80万 | 0.07% | 6,097 | -183 | -2.9% | -$7,744 | 减仓 |
| IEMG | ISHARES CORE MSCI EMRGNG MKTS | $25.10万 | 0.07% | 3,030 | -5 | -0.2% | -$414 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 | $24.90万 | 0.07% | 1,750 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $24.60万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $24.50万 | 0.07% | 599 | -19 | -3.1% | -$7,771 | 减仓 |
| IBM | INTL BUSINESS MACHS COM | $24.40万 | 0.07% | 870 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $24.20万 | 0.07% | 561 | 561 | — | $24.20万 | 新建仓 |
| MRK | MERCK and CO INC COM | $23.70万 | 0.07% | 1,836 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 | $23.60万 | 0.07% | 787 | 787 | — | $23.60万 | 新建仓 |
| VUSB | VNGRD ULTRA-SHORT BND | $23.10万 | 0.07% | 4,645 | 2 | 0.0% | $99 | 加仓 |
| QCOM | QUALCOMM INC COM | $22.90万 | 0.06% | 1,243 | 0 | 0.0% | — | 重新持有 |
| LLY | ELI LILLY and CO COM | $22.90万 | 0.06% | 191 | -7 | -3.5% | -$8,393 | 重新持有 |
| PFF | ISHARES PREFERRED and INC SEC | $22.80万 | 0.06% | 7,500 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $22.30万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BND | $22.00万 | 0.06% | 4,091 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $21.70万 | 0.06% | 2,248 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $21.30万 | 0.06% | 566 | 566 | — | $21.30万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPNSD ADR | $8.60万 | 0.02% | 14,840 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,800 | -100.0% | -$64.40万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -11,500 | -100.0% | -$33.40万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -9,960 | -100.0% | -$28.80万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,105 | -100.0% | -$20.60万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -900 | -100.0% | -$20.30万 | 清仓 |