Taylor & Morgan Wealth Management, LLC
TROY MI · SEC CIK 0001844266
$2.03亿2026Q2 申报市值
89持仓数
62.0%前十大占比 · 第一大 18.2%
12 / 2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
SPY 加仓+$104.85万
SPSM 加仓+$96.65万
IWR 加仓+$95.04万
VOO 加仓+$86.88万
MRVL 新建仓+$74.73万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$43.58万
UNH 减仓-$38.94万
VOT 清仓-$32.67万
GOOGL 减仓-$29.30万
BND 减仓-$24.87万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,685.06万 | 18.17% | 49,347 | 1,404 | 2.9% | $104.85万 | 加仓 |
| IVV | ISHARES TR | $2,172.61万 | 10.71% | 29,011 | 10 | 0.0% | $7,489 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,740.69万 | 8.58% | 301,836 | 16,759 | 5.9% | $96.65万 | 加仓 |
| IWR | ISHARES TR | $1,504.25万 | 7.42% | 136,353 | 8,615 | 6.7% | $95.04万 | 加仓 |
| AAPL | APPLE INC | $730.70万 | 3.60% | 25,252 | -360 | -1.4% | -$10.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $612.82万 | 3.02% | 8,322 | 345 | 4.3% | $25.41万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $599.70万 | 2.96% | 30,349 | -708 | -2.3% | -$13.99万 | 减仓 |
| BOND | PIMCO ETF TR | $522.11万 | 2.57% | 56,622 | 7,050 | 14.2% | $65.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $510.63万 | 2.52% | 23,999 | -2,048 | -7.9% | -$43.58万 | 减仓 |
| GOOGL | ALPHABET INC | $504.04万 | 2.48% | 14,104 | -820 | -5.5% | -$29.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $483.52万 | 2.38% | 24,165 | -771 | -3.1% | -$15.43万 | 减仓 |
| AVGO | BROADCOM INC | $437.35万 | 2.16% | 11,578 | -255 | -2.2% | -$9.63万 | 减仓 |
| IXUS | ISHARES TR | $422.01万 | 2.08% | 44,217 | 7,764 | 21.3% | $74.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $404.57万 | 1.99% | 13,347 | -93 | -0.7% | -$2.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $389.11万 | 1.92% | 10,431 | -571 | -5.2% | -$21.30万 | 减仓 |
| AMZN | AMAZON COM INC | $380.87万 | 1.88% | 15,980 | -654 | -3.9% | -$15.59万 | 减仓 |
| GLD | SPDR GOLD TR | $337.62万 | 1.66% | 9,165 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $296.31万 | 1.46% | 56,332 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $294.22万 | 1.45% | 110,942 | 283 | 0.3% | $7,505 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $232.10万 | 1.14% | 46,120 | 2,320 | 5.3% | $11.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $194.29万 | 0.96% | 24,114 | 4,362 | 22.1% | $35.14万 | 加仓 |
| IJH | ISHARES TR | $184.12万 | 0.91% | 23,877 | -265 | -1.1% | -$2.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $172.05万 | 0.85% | 2,505 | 1,265 | 102.0% | $86.88万 | 加仓 |
| EEM | ISHARES TR | $141.77万 | 0.70% | 20,723 | 475 | 2.3% | $3.25万 | 加仓 |
| IWP | ISHARES TR | $139.63万 | 0.69% | 9,537 | -708 | -6.9% | -$10.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.46万 | 0.65% | 18,451 | -681 | -3.6% | -$4.85万 | 减仓 |
| KRE | SPDR SERIES TRUST | $125.24万 | 0.62% | 16,732 | -41 | -0.2% | -$3,069 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $109.65万 | 0.54% | 6,939 | 37 | 0.5% | $5,847 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $108.00万 | 0.53% | 4,252 | 23 | 0.5% | $5,842 | 加仓 |
| EFG | ISHARES TR | $102.14万 | 0.50% | 8,209 | -730 | -8.2% | -$9.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $91.79万 | 0.45% | 12,757 | -811 | -6.0% | -$5.84万 | 减仓 |
| IWF | ISHARES TR | $89.60万 | 0.44% | 7,216 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $88.42万 | 0.44% | 4,641 | 51 | 1.1% | $9,716 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $82.84万 | 0.41% | 15,451 | 9 | 0.1% | $483 | 加仓 |
| T | AT&T INC | $81.11万 | 0.40% | 39,185 | 302 | 0.8% | $6,251 | 加仓 |
| SLV | ISHARES SILVER TR | $79.18万 | 0.39% | 14,809 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $78.91万 | 0.39% | 7,232 | -225 | -3.0% | -$2.45万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $77.03万 | 0.38% | 11,401 | -836 | -6.8% | -$5.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $74.73万 | 0.37% | 2,509 | 2,509 | — | $74.73万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $70.93万 | 0.35% | 2,881 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.09万 | 0.33% | 2,793 | 47 | 1.7% | $1.11万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.33万 | 0.32% | 11,390 | -1,212 | -9.6% | -$6.85万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $61.32万 | 0.30% | 4,458 | -150 | -3.3% | -$2.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $60.19万 | 0.30% | 20,453 | 297 | 1.5% | $8,741 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.16万 | 0.29% | 603 | 49 | 8.8% | $4.73万 | 加仓 |
| TSLA | TESLA INC | $57.83万 | 0.29% | 1,375 | 37 | 2.8% | $1.56万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $57.43万 | 0.28% | 29,513 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $55.26万 | 0.27% | 13,051 | -124 | -0.9% | -$5,250 | 减仓 |
| VTI | VANGUARD INDEX FDS | $54.95万 | 0.27% | 1,485 | 1 | 0.1% | $370 | 加仓 |
| IJR | ISHARES TR | $54.14万 | 0.27% | 3,651 | 299 | 8.9% | $4.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $53.32万 | 0.26% | 11,759 | 73 | 0.6% | $3,310 | 加仓 |
| VLUE | ISHARES TR | $52.86万 | 0.26% | 2,646 | 9 | 0.3% | $1,798 | 加仓 |
| VBR | VANGUARD INDEX FDS | $52.16万 | 0.26% | 2,147 | -165 | -7.1% | -$4.01万 | 减仓 |
| VGT | VANGUARD WORLD FD | $49.24万 | 0.24% | 4,120 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $48.25万 | 0.24% | 5,497 | -755 | -12.1% | -$6.63万 | 减仓 |
| GDX | VANECK ETF TRUST | $45.41万 | 0.22% | 6,018 | -406 | -6.3% | -$3.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.97万 | 0.22% | 1,082 | -937 | -46.4% | -$38.94万 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.39万 | 0.22% | 4,740 | -824 | -14.8% | -$7.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.00万 | 0.22% | 5,108 | 2 | 0.0% | $172 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $43.01万 | 0.21% | 5,859 | -3,388 | -36.6% | -$24.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.77万 | 0.21% | 719 | 719 | — | $41.77万 | 新建仓 |
| ARTY | ISHARES TR | $38.84万 | 0.19% | 5,100 | 5,100 | — | $38.84万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $38.83万 | 0.19% | 16,377 | -421 | -2.5% | -$9,982 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $37.66万 | 0.19% | 8,274 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $35.22万 | 0.17% | 1,562 | 1,562 | — | $35.22万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $32.46万 | 0.16% | 16,977 | 277 | 1.7% | $5,296 | 加仓 |
| TFLO | ISHARES TR | $30.02万 | 0.15% | 5,930 | 13 | 0.2% | $658 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.92万 | 0.15% | 598 | 75 | 14.3% | $3.75万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $29.27万 | 0.14% | 24,333 | 677 | 2.9% | $8,144 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $28.02万 | 0.14% | 1,048 | 1,048 | — | $28.02万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $27.57万 | 0.14% | 2,671 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $26.54万 | 0.13% | 2,596 | 13 | 0.5% | $1,329 | 加仓 |
| GE | GE AEROSPACE | $26.45万 | 0.13% | 708 | 1 | 0.1% | $374 | 加仓 |
| ASML | ASML HLDG NV | $26.26万 | 0.13% | 132 | 132 | — | $26.26万 | 新建仓 |
| DE | DEERE & CO | $25.82万 | 0.13% | 407 | -100 | -19.7% | -$6.34万 | 减仓 |
| AGG | ISHARES TR | $23.55万 | 0.12% | 2,379 | 19 | 0.8% | $1,881 | 加仓 |
| PLD | PROLOGIS INC. | $23.53万 | 0.12% | 1,737 | -30 | -1.7% | -$4,064 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.37万 | 0.12% | 1,594 | 8 | 0.5% | $1,173 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $22.51万 | 0.11% | 66,000 | 37,000 | 127.6% | $12.62万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.59万 | 0.11% | 6,486 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $21.46万 | 0.11% | 5,939 | 5,939 | — | $21.46万 | 新建仓 |
| META | META PLATFORMS INC | $21.44万 | 0.11% | 381 | 381 | — | $21.44万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $21.06万 | 0.10% | 1,313 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.03万 | 0.10% | 179 | 179 | — | $21.03万 | 新建仓 |
| — | DULUTH HLDGS INC | $19.26万 | 0.09% | 43,000 | -7,000 | -14.0% | -$3.14万 | 减仓 |
| F | FORD MTR CO | $16.76万 | 0.08% | 12,057 | 12,057 | — | $16.76万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $8.77万 | 0.04% | 11,600 | 11,600 | — | $8.77万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $8.33万 | 0.04% | 36,391 | 925 | 2.6% | $2,118 | 加仓 |
| STLA | STELLANTIS N.V | $7.46万 | 0.04% | 13,000 | 13,000 | — | $7.46万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,269 | -100.0% | -$32.67万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$21.50万 | 清仓 |