Tanager Wealth Management LLP
Goring On Thames X0 · SEC CIK 0001892929
$10.33亿2026Q1 申报市值
145持仓数
61.0%前十大占比 · 第一大 15.3%
15 / 6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
PICB 加仓+$1,868.53万
ITOT 加仓+$1,557.29万
BBBS 新建仓+$1,047.08万
XONE 加仓+$866.95万
MSFT 加仓+$688.04万
2026Q1 卖出最多 按季末市值估算
XHLF 减仓-$1,469.90万
IUSB 减仓-$277.89万
AGG 减仓-$224.69万
BKAG 减仓-$218.17万
BND 减仓-$180.37万
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 |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,748 | -100.0% | -$51.54万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -871 | -100.0% | -$30.74万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,644 | -100.0% | -$23.80万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -3,151 | -100.0% | -$23.25万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -402 | -100.0% | -$21.01万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,123 | -100.0% | -$20.47万 | 清仓 |
| WIT | WIPRO LTD | $2.75万 | 0.00% | 12,987 | 12,987 | — | $2.75万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.62万 | 0.01% | 13,170 | 13,170 | — | $6.62万 | 新建仓 |
| HLN | HALEON PLC | $13.62万 | 0.01% | 13,603 | 13,603 | — | $13.62万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.06万 | 0.02% | 2,530 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $20.28万 | 0.02% | 440 | 43 | 10.8% | $1.98万 | 加仓 |
| ETN | EATON CORP PLC | $20.57万 | 0.02% | 575 | 7 | 1.2% | $2,504 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $21.31万 | 0.02% | 4,669 | 4,669 | — | $21.31万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.33万 | 0.02% | 7,323 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $21.60万 | 0.02% | 1,731 | -317 | -15.5% | -$3.96万 | 减仓 |
| EMLC | VANECK ETF TRUST | $21.87万 | 0.02% | 8,710 | -734 | -7.8% | -$1.84万 | 减仓 |
| STIP | ISHARES TR | $21.91万 | 0.02% | 2,118 | 2,118 | — | $21.91万 | 新建仓 |
| FER | FERROVIAL SE | $21.98万 | 0.02% | 3,429 | -30 | -0.9% | -$1,923 | 减仓 |
| INTU | INTUIT | $22.87万 | 0.02% | 529 | 19 | 3.7% | $8,215 | 加仓 |
| MDB | MONGODB INC | $23.13万 | 0.02% | 945 | 5 | 0.5% | $1,224 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.25万 | 0.02% | 1,088 | 1,088 | — | $23.25万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $23.76万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $23.82万 | 0.02% | 831 | 5 | 0.6% | $1,433 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.02万 | 0.02% | 991 | 213 | 27.4% | $5.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $24.45万 | 0.02% | 1,327 | 1,327 | — | $24.45万 | 新建仓 |
| IWP | ISHARES TR | $24.65万 | 0.02% | 1,924 | 155 | 8.8% | $1.99万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $25.11万 | 0.02% | 5,926 | -106 | -1.8% | -$4,491 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $25.24万 | 0.02% | 1,095 | 49 | 4.7% | $1.13万 | 加仓 |
| SHV | ISHARES TR | $25.39万 | 0.02% | 2,300 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.83万 | 0.02% | 1,744 | -170 | -8.9% | -$2.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.84万 | 0.03% | 756 | 756 | — | $25.84万 | 新建仓 |
| IGSB | ISHARES TR | $25.90万 | 0.03% | 4,928 | -723 | -12.8% | -$3.80万 | 减仓 |
| AZN | ASTRAZENECA PLC | $26.04万 | 0.03% | 1,344 | 1,344 | — | $26.04万 | 新建仓 |
| SBUX | STARBUCKS CORP | $27.07万 | 0.03% | 3,021 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $27.21万 | 0.03% | 2,546 | 390 | 18.1% | $4.17万 | 加仓 |
| NEM | NEWMONT CORP | $27.21万 | 0.03% | 2,514 | 143 | 6.0% | $1.55万 | 加仓 |
| KO | COCA COLA CO | $27.94万 | 0.03% | 3,673 | -131 | -3.4% | -$9,966 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $28.69万 | 0.03% | 6,154 | 1,239 | 25.2% | $5.78万 | 加仓 |
| PEP | PEPSICO INC | $28.99万 | 0.03% | 1,867 | 335 | 21.9% | $5.20万 | 加仓 |
| RTX | RTX CORPORATION | $30.71万 | 0.03% | 1,592 | 84 | 5.6% | $1.62万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $31.57万 | 0.03% | 5,031 | 97 | 2.0% | $6,087 | 加仓 |
| — | BONDBLOXX ETF TRUST | $31.64万 | 0.03% | 6,350 | 6,350 | — | $31.64万 | 新建仓 |
| IJR | ISHARES TR | $32.95万 | 0.03% | 2,651 | -237 | -8.2% | -$2.95万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $33.55万 | 0.03% | 7,912 | -1,870 | -19.1% | -$7.93万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $33.90万 | 0.03% | 10,734 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $34.49万 | 0.03% | 3,359 | 56 | 1.7% | $5,750 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $34.68万 | 0.03% | 4,890 | 11 | 0.2% | $780 | 加仓 |
| KLAC | KLA CORP | $35.00万 | 0.03% | 238 | 12 | 5.3% | $1.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.03万 | 0.03% | 701 | 133 | 23.4% | $6.65万 | 加仓 |
| CAT | CATERPILLAR INC | $36.06万 | 0.03% | 509 | 96 | 23.2% | $6.80万 | 加仓 |
| TFI | SPDR SERIES TRUST | $36.37万 | 0.04% | 8,022 | 8,022 | — | $36.37万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $37.28万 | 0.04% | 1,900 | 1,900 | — | $37.28万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.53万 | 0.04% | 1,845 | 321 | 21.1% | $6.53万 | 加仓 |
| IWR | ISHARES TR | $37.76万 | 0.04% | 3,884 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $39.57万 | 0.04% | 928 | 387 | 71.5% | $16.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.62万 | 0.04% | 806 | -63 | -7.2% | -$3.10万 | 减仓 |
| LOW | LOWES COS INC | $39.88万 | 0.04% | 1,688 | 12 | 0.7% | $2,835 | 加仓 |
| HD | HOME DEPOT INC | $40.09万 | 0.04% | 1,219 | 251 | 25.9% | $8.26万 | 加仓 |
| VGT | VANGUARD WORLD FD | $40.19万 | 0.04% | 576 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $40.29万 | 0.04% | 305 | 70 | 29.8% | $9.25万 | 加仓 |
| TSLA | TESLA INC | $43.94万 | 0.04% | 1,182 | 371 | 45.7% | $13.79万 | 加仓 |
| MCD | MCDONALDS CORP | $44.04万 | 0.04% | 1,417 | 23 | 1.6% | $7,148 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.89万 | 0.04% | 4,844 | 25 | 0.5% | $2,317 | 加仓 |
| ESGU | ISHARES TR | $46.94万 | 0.05% | 3,319 | 21 | 0.6% | $2,970 | 加仓 |
| ORCL | ORACLE CORP | $47.40万 | 0.05% | 3,222 | 466 | 16.9% | $6.86万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $47.92万 | 0.05% | 6,057 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $48.58万 | 0.05% | 1,129 | 199 | 21.4% | $8.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $50.81万 | 0.05% | 15,007 | -1,008 | -6.3% | -$3.41万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $50.83万 | 0.05% | 1,554 | 12 | 0.8% | $3,925 | 加仓 |
| MS | MORGAN STANLEY | $51.07万 | 0.05% | 3,103 | 203 | 7.0% | $3.34万 | 加仓 |
| LLY | ELI LILLY & CO | $51.42万 | 0.05% | 559 | 164 | 41.5% | $15.08万 | 加仓 |
| V | VISA INC | $53.19万 | 0.05% | 1,760 | 200 | 12.8% | $6.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.74万 | 0.06% | 2,362 | 61 | 2.7% | $1.49万 | 加仓 |
| NFLX | NETFLIX INC. | $58.02万 | 0.06% | 6,034 | -710 | -10.5% | -$6.83万 | 减仓 |
| WMT | WALMART INC | $58.41万 | 0.06% | 4,700 | 533 | 12.8% | $6.62万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $60.19万 | 0.06% | 13,124 | -11,267 | -46.2% | -$51.67万 | 减仓 |
| PSX | PHILLIPS 66 | $60.59万 | 0.06% | 3,326 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $60.94万 | 0.06% | 988 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $63.43万 | 0.06% | 2,097 | 79 | 3.9% | $2.39万 | 加仓 |
| — | VIVANI MEDICAL INC | $64.11万 | 0.06% | 641,085 | -98,075 | -13.3% | -$9.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.26万 | 0.06% | 1,902 | 104 | 5.8% | $3.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.96万 | 0.06% | 1,951 | 169 | 9.5% | $5.71万 | 加仓 |
| RDDT | REDDIT INC | $66.05万 | 0.06% | 4,905 | 26 | 0.5% | $3,501 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $66.75万 | 0.06% | 789 | 62 | 8.5% | $5.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.71万 | 0.07% | 3,195 | 633 | 24.7% | $13.61万 | 加仓 |
| BGRN | ISHARES TR | $70.51万 | 0.07% | 14,853 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $74.91万 | 0.07% | 1,715 | 276 | 19.2% | $12.06万 | 加仓 |
| MO | ALTRIA GROUP INC | $76.25万 | 0.07% | 11,553 | 11,553 | — | $76.25万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $78.02万 | 0.08% | 414 | 414 | — | $78.02万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $84.14万 | 0.08% | 5,126 | 426 | 9.1% | $6.99万 | 加仓 |
| ABBV | ABBVIE INC | $85.67万 | 0.08% | 3,939 | 71 | 1.8% | $1.54万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $86.63万 | 0.08% | 48,804 | -2,358 | -4.6% | -$4.19万 | 减仓 |
| IPAC | ISHARES TR | $88.55万 | 0.09% | 11,574 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $90.45万 | 0.09% | 6,265 | 78 | 1.3% | $1.13万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $91.57万 | 0.09% | 22,286 | -23 | -0.1% | -$945 | 减仓 |
| DEO | DIAGEO PLC | $92.65万 | 0.09% | 12,445 | 36 | 0.3% | $2,680 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $97.11万 | 0.09% | 198,175 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $97.35万 | 0.09% | 977 | 16 | 1.7% | $1.59万 | 加仓 |