Goepper Burkhardt LLC
GREENVILLE SC · SEC CIK 0001844142
$2.99亿2026Q1 申报市值
97持仓数
61.5%前十大占比 · 第一大 13.6%
3 / 8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
IVV 加仓+$140.64万
BSCR 加仓+$122.82万
BSCQ 加仓+$113.77万
DIMENSIONAL ETF 加仓+$91.59万
BSCS 加仓+$86.71万
2026Q1 卖出最多 按季末市值估算
VBR 减仓-$124.27万
AAPL 减仓-$80.93万
VOE 减仓-$71.54万
CAT 减仓-$56.69万
VOT 减仓-$55.07万
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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -942 | -100.0% | -$53.35万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$40.55万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,600 | -100.0% | -$25.98万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,125 | -100.0% | -$25.70万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -768 | -100.0% | -$22.75万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -767 | -100.0% | -$22.52万 | 清仓 |
| AVSC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,550 | -100.0% | -$20.85万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -5,400 | -100.0% | -$20.60万 | 清仓 |
| NULG | NUSHARES ETF TR | $20.14万 | 0.07% | 2,215 | 15 | 0.7% | $1,364 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $20.40万 | 0.07% | 2,394 | -1,000 | -29.5% | -$8.52万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $21.54万 | 0.07% | 2,925 | 125 | 4.5% | $9,206 | 加仓 |
| SYY | SYSCO CORP | $21.58万 | 0.07% | 3,025 | -100 | -3.2% | -$7,133 | 减仓 |
| GE | GE AEROSPACE | $21.61万 | 0.07% | 762 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $21.87万 | 0.07% | 2,383 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $22.28万 | 0.07% | 9,300 | 200 | 2.2% | $4,792 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.00万 | 0.08% | 231 | 231 | — | $23.00万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $24.18万 | 0.08% | 2,470 | -20 | -0.8% | -$1,958 | 减仓 |
| ETN | EATON CORP PLC | $24.64万 | 0.08% | 689 | 25 | 3.8% | $8,942 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $25.31万 | 0.08% | 4,046 | 4,046 | — | $25.31万 | 新建仓 |
| BAC | BANK AMERICA CORP | $25.34万 | 0.08% | 5,197 | 4 | 0.1% | $195 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.71万 | 0.09% | 850 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $26.73万 | 0.09% | 1,750 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.20万 | 0.09% | 900 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.84万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.42万 | 0.10% | 1,835 | 249 | 15.7% | $3.99万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.57万 | 0.10% | 5,420 | 5,420 | — | $29.57万 | 新建仓 |
| VMC | VULCAN MATLS CO | $29.96万 | 0.10% | 1,100 | -346 | -23.9% | -$9.42万 | 减仓 |
| LOW | LOWES COS INC | $31.33万 | 0.10% | 1,326 | 96 | 7.8% | $2.27万 | 加仓 |
| PFE | PFIZER INC | $32.90万 | 0.11% | 11,717 | -739 | -5.9% | -$2.08万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.49万 | 0.11% | 8,850 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $34.48万 | 0.12% | 1,202 | 110 | 10.1% | $3.16万 | 加仓 |
| DGRO | ISHARES TR | $35.86万 | 0.12% | 5,110 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $36.42万 | 0.12% | 396 | 32 | 8.8% | $2.94万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.61万 | 0.12% | 537 | 21 | 4.1% | $1.43万 | 加仓 |
| MCD | MCDONALDS CORP | $36.80万 | 0.12% | 1,184 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $38.08万 | 0.13% | 15,194 | 100 | 0.7% | $2,507 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.42万 | 0.13% | 984 | 262 | 36.3% | $10.23万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $38.50万 | 0.13% | 3,750 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.23万 | 0.13% | 7,258 | -42 | -0.6% | -$2,270 | 减仓 |
| VB | VANGUARD INDEX FDS | $41.20万 | 0.14% | 1,573 | 17 | 1.1% | $4,453 | 加仓 |
| VLO | VALERO ENERGY CORP | $44.47万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $45.25万 | 0.15% | 784 | -80 | -9.3% | -$4.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $48.97万 | 0.16% | 5,273 | -53 | -1.0% | -$4,922 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.86万 | 0.17% | 19,447 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $50.89万 | 0.17% | 1,772 | -111 | -5.9% | -$3.19万 | 减仓 |
| SGOV | ISHARES TR | $55.15万 | 0.18% | 5,479 | 152 | 2.9% | $1.53万 | 加仓 |
| HXL | HEXCEL CORP NEW | $57.64万 | 0.19% | 7,122 | -400 | -5.3% | -$3.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $64.90万 | 0.22% | 4,493 | -170 | -3.6% | -$2.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $66.93万 | 0.22% | 2,037 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $67.16万 | 0.22% | 2,222 | -364 | -14.1% | -$11.00万 | 减仓 |
| META | META PLATFORMS INC | $67.18万 | 0.22% | 1,174 | -46 | -3.8% | -$2.63万 | 减仓 |
| TSLA | TESLA INC | $69.81万 | 0.23% | 1,878 | 78 | 4.3% | $2.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $70.46万 | 0.24% | 2,604 | -751 | -22.4% | -$20.32万 | 减仓 |
| AMGN | AMGEN INC | $71.21万 | 0.24% | 2,024 | 10 | 0.5% | $3,518 | 加仓 |
| PEP | PEPSICO INC | $71.26万 | 0.24% | 4,589 | -643 | -12.3% | -$9.99万 | 减仓 |
| WMT | WALMART INC | $71.62万 | 0.24% | 5,763 | 424 | 7.9% | $5.27万 | 加仓 |
| STXF | EA SERIES TRUST | $73.65万 | 0.25% | 17,549 | 607 | 3.6% | $2.55万 | 加仓 |
| ABBV | ABBVIE INC | $75.61万 | 0.25% | 3,477 | 2 | 0.1% | $435 | 加仓 |
| HD | HOME DEPOT INC | $76.17万 | 0.25% | 2,316 | -738 | -24.2% | -$24.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.36万 | 0.26% | 5,832 | -620 | -9.6% | -$8.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $76.68万 | 0.26% | 1,179 | 2 | 0.2% | $1,301 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $77.42万 | 0.26% | 25,006 | -3,288 | -11.6% | -$10.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $81.35万 | 0.27% | 2,766 | -4 | -0.1% | -$1,176 | 减仓 |
| GLD | SPDR GOLD TR | $82.83万 | 0.28% | 1,925 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $86.09万 | 0.29% | 1,971 | 712 | 56.6% | $31.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $87.29万 | 0.29% | 4,449 | 1,379 | 44.9% | $27.06万 | 加仓 |
| AMZN | AMAZON COM INC | $92.52万 | 0.31% | 4,442 | -738 | -14.2% | -$15.37万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $95.52万 | 0.32% | 1,067 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $96.60万 | 0.32% | 3,121 | 779 | 33.3% | $24.11万 | 加仓 |
| VHT | VANGUARD WORLD FD | $98.04万 | 0.33% | 3,600 | -375 | -9.4% | -$10.21万 | 减仓 |
| CAT | CATERPILLAR INC | $103.95万 | 0.35% | 1,467 | -800 | -35.3% | -$56.69万 | 减仓 |
| AFL | AFLAC INC | $110.43万 | 0.37% | 10,066 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $116.50万 | 0.39% | 1,950 | 755 | 63.2% | $45.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $120.68万 | 0.40% | 4,937 | 20 | 0.4% | $4,889 | 加仓 |
| — | EXXON MOBIL CORP | $120.81万 | 0.40% | 7,121 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INC | $121.97万 | 0.41% | 28,599 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $123.06万 | 0.41% | 19,204 | -143 | -0.7% | -$9,163 | 减仓 |
| GOOGL | ALPHABET INC | $150.05万 | 0.50% | 5,218 | -1,439 | -21.6% | -$41.38万 | 减仓 |
| KO | COCA COLA CO | $177.23万 | 0.59% | 23,305 | -1,686 | -6.7% | -$12.82万 | 减仓 |
| O | REALTY INCOME CORP | $230.44万 | 0.77% | 37,667 | 911 | 2.5% | $5.57万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $234.60万 | 0.78% | 17,653 | 610 | 3.6% | $8.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $235.42万 | 0.79% | 33,097 | 12,877 | 63.7% | $91.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $252.44万 | 0.84% | 11,620 | -5,720 | -33.0% | -$124.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $261.27万 | 0.87% | 5,452 | -114 | -2.0% | -$5.46万 | 减仓 |
| IGRO | ISHARES TR | $307.24万 | 1.03% | 36,677 | 6,267 | 20.6% | $52.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $330.70万 | 1.10% | 18,962 | 1,979 | 11.7% | $34.51万 | 加仓 |
| MOAT | VANECK ETF TRUST | $415.90万 | 1.39% | 43,009 | -1,145 | -2.6% | -$11.07万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $452.81万 | 1.51% | 17,595 | -2,140 | -10.8% | -$55.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $455.84万 | 1.52% | 12,314 | -133 | -1.1% | -$4.92万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $480.07万 | 1.60% | 26,051 | -3,882 | -13.0% | -$71.54万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $582.79万 | 1.95% | 283,072 | 13,772 | 5.1% | $28.35万 | 加仓 |
| VGT | VANGUARD WORLD FD | $630.25万 | 2.11% | 9,033 | 281 | 3.2% | $19.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $678.51万 | 2.27% | 221,159 | -15,709 | -6.6% | -$48.20万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $850.77万 | 2.84% | 516,873 | 21,420 | 4.3% | $35.26万 | 加仓 |
| AAPL | APPLE INC | $901.70万 | 3.01% | 35,529 | -3,189 | -8.2% | -$80.93万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,032.60万 | 3.45% | 617,619 | 34,301 | 5.9% | $57.35万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,196.91万 | 4.00% | 612,857 | 58,255 | 10.5% | $113.77万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,238.73万 | 4.14% | 663,826 | 35,584 | 5.7% | $66.40万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,257.72万 | 4.20% | 640,877 | 62,582 | 10.8% | $122.82万 | 加仓 |