Goepper Burkhardt LLC
GREENVILLE SC · SEC CIK 0001844142
$3.33亿2026Q2 申报市值
99持仓数
61.9%前十大占比 · 第一大 14.4%
6 / 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
BSCT 加仓+$148.59万
BSCU 加仓+$126.47万
EA SERIES TRUST 新建仓+$117.77万
BSCV 加仓+$116.87万
VOO 加仓+$108.31万
2026Q2 卖出最多 按季末市值估算
MOAT 减仓-$183.57万
BSCQ 减仓-$83.02万
VOE 减仓-$55.82万
SGOV 清仓-$55.15万
MSFT 减仓-$52.89万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $4,779.98万 | 14.35% | 1,412,525 | 12,462 | 0.9% | $42.17万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,360.98万 | 10.09% | 1,160,559 | 22,545 | 2.0% | $65.29万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,710.38万 | 8.14% | 114,546 | -1,305 | -1.1% | -$30.88万 | 减仓 |
| IVV | ISHARES TR | $2,007.03万 | 6.03% | 26,800 | 1,004 | 3.9% | $75.19万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,437.38万 | 4.32% | 412,923 | -9,026 | -2.1% | -$31.42万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,381.64万 | 4.15% | 743,819 | 79,993 | 12.1% | $148.59万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,357.73万 | 4.08% | 666,697 | 46,133 | 7.4% | $93.95万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,321.07万 | 3.97% | 673,502 | 32,625 | 5.1% | $63.99万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,154.49万 | 3.47% | 693,597 | 75,978 | 12.3% | $126.47万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,113.59万 | 3.34% | 570,339 | -42,518 | -6.9% | -$83.02万 | 减仓 |
| AAPL | APPLE INC | $1,000.70万 | 3.00% | 34,583 | -946 | -2.7% | -$27.37万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $963.76万 | 2.89% | 588,199 | 71,326 | 13.8% | $116.87万 | 加仓 |
| VGT | VANGUARD WORLD FD | $883.01万 | 2.65% | 73,880 | 1,616 | 2.2% | $19.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $674.59万 | 2.03% | 212,738 | -8,421 | -3.8% | -$26.70万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $594.90万 | 1.79% | 290,056 | 6,984 | 2.5% | $14.32万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $496.67万 | 1.49% | 16,215 | -1,380 | -7.8% | -$42.27万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $458.95万 | 1.38% | 23,226 | -2,825 | -10.8% | -$55.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $406.43万 | 1.22% | 10,896 | -1,418 | -11.5% | -$52.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $393.46万 | 1.18% | 19,664 | 702 | 3.7% | $14.05万 | 加仓 |
| IGRO | ISHARES TR | $375.87万 | 1.13% | 42,746 | 6,069 | 16.5% | $53.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $334.95万 | 1.01% | 17,581 | -72 | -0.4% | -$1.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $313.91万 | 0.94% | 38,124 | 5,027 | 15.2% | $41.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.37万 | 0.80% | 5,303 | -149 | -2.7% | -$7.46万 | 减仓 |
| MOAT | VANECK ETF TRUST | $263.56万 | 0.79% | 25,352 | -17,657 | -41.1% | -$183.57万 | 减仓 |
| O | REALTY INCOME CORP | $254.08万 | 0.76% | 41,007 | 3,340 | 8.9% | $20.69万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $246.71万 | 0.74% | 10,153 | -1,467 | -12.6% | -$35.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $242.25万 | 0.73% | 3,527 | 1,577 | 80.9% | $108.31万 | 加仓 |
| KO | COCA COLA CO | $189.40万 | 0.57% | 23,305 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $183.80万 | 0.55% | 5,143 | -75 | -1.4% | -$2.68万 | 减仓 |
| CAT | CATERPILLAR INC | $154.13万 | 0.46% | 1,447 | -20 | -1.4% | -$2.13万 | 减仓 |
| AVGO | BROADCOM INC | $127.80万 | 0.38% | 3,383 | 262 | 8.4% | $9.90万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $127.71万 | 0.38% | 25,599 | -3,000 | -10.5% | -$14.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $121.52万 | 0.36% | 17,056 | -2,148 | -11.2% | -$15.30万 | 减仓 |
| — | EA SERIES TRUST | $117.77万 | 0.35% | 23,027 | 23,027 | — | $117.77万 | 新建仓 |
| AFL | AFLAC INC | $116.27万 | 0.35% | 9,916 | -150 | -1.5% | -$1.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $111.16万 | 0.33% | 4,377 | -560 | -11.3% | -$14.22万 | 减仓 |
| VHT | VANGUARD WORLD FD | $104.23万 | 0.31% | 3,486 | -114 | -3.2% | -$3.41万 | 减仓 |
| AMZN | AMAZON COM INC | $103.97万 | 0.31% | 4,362 | -80 | -1.8% | -$1.91万 | 减仓 |
| — | EXXON MOBIL CORP | $99.06万 | 0.30% | 7,246 | 125 | 1.8% | $1.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $93.81万 | 0.28% | 2,257 | -347 | -13.3% | -$14.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $90.49万 | 0.27% | 2,764 | -2 | -0.1% | -$655 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.48万 | 0.27% | 4,106 | -343 | -7.7% | -$7.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $88.04万 | 0.26% | 1,179 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $86.98万 | 0.26% | 18,008 | 459 | 2.6% | $2.22万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $84.80万 | 0.25% | 867 | -200 | -18.7% | -$19.56万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.32万 | 0.25% | 22,870 | -2,136 | -8.5% | -$7.88万 | 减仓 |
| ABBV | ABBVIE INC | $80.06万 | 0.24% | 3,181 | -296 | -8.5% | -$7.45万 | 减仓 |
| TSLA | TESLA INC | $78.15万 | 0.23% | 1,858 | -20 | -1.1% | -$8,412 | 减仓 |
| HD | HOME DEPOT INC | $76.59万 | 0.23% | 2,172 | -144 | -6.2% | -$5.08万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $74.23万 | 0.22% | 13,742 | 13,742 | — | $74.23万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $73.82万 | 0.22% | 5,832 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $71.81万 | 0.22% | 941 | -43 | -4.4% | -$3.28万 | 减仓 |
| HXL | HEXCEL CORP NEW | $71.26万 | 0.21% | 7,122 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $70.91万 | 0.21% | 1,925 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $70.47万 | 0.21% | 1,927 | -295 | -13.3% | -$10.79万 | 减仓 |
| META | META PLATFORMS INC | $68.69万 | 0.21% | 1,219 | 45 | 3.8% | $2.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $65.28万 | 0.20% | 7,578 | -4,248 | -35.9% | -$36.59万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $63.60万 | 0.19% | 1,865 | 30 | 1.6% | $1.02万 | 加仓 |
| AMGN | AMGEN INC | $61.52万 | 0.18% | 1,699 | -325 | -16.1% | -$11.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.37万 | 0.18% | 4,049 | -444 | -9.9% | -$6.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $59.10万 | 0.18% | 1,877 | -160 | -7.9% | -$5.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.23万 | 0.17% | 19,447 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $57.06万 | 0.17% | 4,214 | -375 | -8.2% | -$5.08万 | 减仓 |
| VO | VANGUARD INDEX FDS | $50.72万 | 0.15% | 6,295 | -793 | -11.2% | -$6.39万 | 减仓 |
| WMT | WALMART INC | $48.49万 | 0.15% | 4,281 | -1,482 | -25.7% | -$16.79万 | 减仓 |
| LLY | ELI LILLY & CO | $47.50万 | 0.14% | 396 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $44.16万 | 0.13% | 1,457 | -116 | -7.4% | -$3.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.37万 | 0.13% | 589 | -195 | -24.9% | -$14.36万 | 减仓 |
| VLO | VALERO ENERGY CORP | $42.72万 | 0.13% | 1,640 | -160 | -8.9% | -$4.17万 | 减仓 |
| GOOG | ALPHABET INC | $42.41万 | 0.13% | 1,200 | -2 | -0.2% | -$707 | 减仓 |
| SHV | ISHARES TR | $41.18万 | 0.12% | 3,732 | 3,732 | — | $41.18万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $41.01万 | 0.12% | 4,672 | -601 | -11.4% | -$5.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.48万 | 0.12% | 1,040 | 1,040 | — | $38.48万 | 新建仓 |
| SUSB | ISHARES TR | $38.22万 | 0.11% | 15,294 | 100 | 0.7% | $2,499 | 加仓 |
| DGRO | ISHARES TR | $37.97万 | 0.11% | 5,010 | -100 | -2.0% | -$7,579 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.19万 | 0.11% | 6,063 | -1,195 | -16.5% | -$7.13万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $33.19万 | 0.10% | 5,420 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.53万 | 0.10% | 8,850 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $32.46万 | 0.10% | 1,100 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $31.73万 | 0.10% | 4,046 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.17万 | 0.09% | 1,153 | -31 | -2.6% | -$8,381 | 减仓 |
| V | VISA INC | $30.88万 | 0.09% | 900 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $29.64万 | 0.09% | 5,201 | 4 | 0.1% | $228 | 加仓 |
| SPYG | SPDR SERIES TRUST | $29.39万 | 0.09% | 2,470 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.04万 | 0.09% | 3,200 | -550 | -14.7% | -$4.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.75万 | 0.09% | 850 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.47万 | 0.09% | 762 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.84万 | 0.08% | 11,561 | -156 | -1.3% | -$3,756 | 减仓 |
| NULG | NUSHARES ETF TR | $27.68万 | 0.08% | 2,365 | 150 | 6.8% | $1.76万 | 加仓 |
| LOW | LOWES COS INC | $27.01万 | 0.08% | 1,225 | -101 | -7.6% | -$2.23万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.60万 | 0.08% | 503 | -34 | -6.3% | -$1.73万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $24.76万 | 0.07% | 3,100 | 175 | 6.0% | $1.40万 | 加仓 |
| — | VANECK ETF TRUST | $23.89万 | 0.07% | 9,900 | 600 | 6.5% | $1.45万 | 加仓 |
| FAST | FASTENAL CO | $23.29万 | 0.07% | 4,850 | -1,150 | -19.2% | -$5.52万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.22万 | 0.07% | 943 | 943 | — | $23.22万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.55万 | 0.07% | 192 | 192 | — | $22.55万 | 新建仓 |
| ETN | EATON CORP PLC | $22.37万 | 0.07% | 525 | -164 | -23.8% | -$6.99万 | 减仓 |
| NVS | NOVARTIS AG | $21.94万 | 0.07% | 1,400 | -350 | -20.0% | -$5.49万 | 减仓 |
| QCOM | QUALCOMM INC | $20.25万 | 0.06% | 1,096 | -309 | -22.0% | -$5.71万 | 重新持有 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -5,479 | -100.0% | -$55.15万 | 清仓 |