Vericrest Private Wealth
NEWTOWN PA · SEC CIK 0001912300
$1.11亿2026Q1 申报市值
39持仓数
66.8%前十大占比 · 第一大 21.1%
0 / 5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
WISDOMTREE TR 加仓+$130.95万
AGG 加仓+$82.05万
QGRW 加仓+$59.00万
IEFA 加仓+$54.54万
DDWM 加仓+$44.82万
2026Q1 卖出最多 按季末市值估算
GSK 清仓-$44.60万
IBM 清仓-$24.62万
DCI 清仓-$23.64万
IEMG 减仓-$21.57万
BA 清仓-$21.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $0 | 0.00% | 0 | -9,094 | -100.0% | -$44.60万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -831 | -100.0% | -$24.62万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -2,666 | -100.0% | -$23.64万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | -982 | -100.0% | -$21.32万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | -13,697 | -100.0% | -$17.34万 | 清仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $10.77万 | 0.10% | 11,308 | -6,235 | -35.5% | -$5.94万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.70万 | 0.20% | 1,533 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $23.68万 | 0.21% | 1,954 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $25.09万 | 0.23% | 5,929 | 7 | 0.1% | $296 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $26.87万 | 0.24% | 2,374 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $30.35万 | 0.27% | 3,231 | -1,110 | -25.6% | -$10.43万 | 减仓 |
| AMZN | AMAZON COM INC | $31.89万 | 0.29% | 1,531 | -400 | -20.7% | -$8.33万 | 减仓 |
| QXO | QXO INC | $44.99万 | 0.40% | 23,165 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $46.49万 | 0.42% | 3,498 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $47.56万 | 0.43% | 1,654 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $50.85万 | 0.46% | 2,997 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $84.05万 | 0.75% | 18,456 | 271 | 1.5% | $1.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $98.75万 | 0.89% | 21,050 | -500 | -2.3% | -$2.35万 | 减仓 |
| IWF | ISHARES TR | $100.80万 | 0.90% | 2,364 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $110.46万 | 0.99% | 13,884 | -186 | -1.3% | -$1.48万 | 减仓 |
| FLOT | ISHARES TR | $114.88万 | 1.03% | 22,547 | -2,416 | -9.7% | -$12.31万 | 减仓 |
| USFR | WISDOMTREE TR | $123.15万 | 1.10% | 24,464 | 1,897 | 8.4% | $9.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $129.64万 | 1.16% | 4,407 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $131.50万 | 1.18% | 3,056 | -64 | -2.1% | -$2.75万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $141.64万 | 1.27% | 14,397 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $156.14万 | 1.40% | 14,710 | -1,377 | -8.6% | -$14.62万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $163.72万 | 1.47% | 35,864 | -508 | -1.4% | -$2.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $167.65万 | 1.50% | 4,529 | -266 | -5.5% | -$9.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $244.19万 | 2.19% | 14,002 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $246.99万 | 2.22% | 4,317 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $291.64万 | 2.62% | 26,758 | 3,542 | 15.3% | $38.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $331.97万 | 2.98% | 5,105 | -66 | -1.3% | -$4.29万 | 减仓 |
| WTV | WISDOMTREE TR | $334.24万 | 3.00% | 35,283 | 4,423 | 14.3% | $41.90万 | 加仓 |
| DDWM | WISDOMTREE TR | $368.48万 | 3.31% | 83,537 | 10,162 | 13.8% | $44.82万 | 加仓 |
| IJH | ISHARES TR | $391.56万 | 3.51% | 57,983 | 307 | 0.5% | $2.07万 | 加仓 |
| ITOT | ISHARES TR | $412.50万 | 3.70% | 28,961 | 1,443 | 5.2% | $20.55万 | 加仓 |
| IJR | ISHARES TR | $422.38万 | 3.79% | 33,978 | 946 | 2.9% | $11.76万 | 加仓 |
| IEMG | ISHARES INC | $513.60万 | 4.61% | 73,634 | -3,092 | -4.0% | -$21.57万 | 减仓 |
| QGRW | WISDOMTREE TR | $587.78万 | 5.27% | 110,009 | 11,043 | 11.2% | $59.00万 | 加仓 |
| — | WISDOMTREE TR | $606.22万 | 5.44% | 137,147 | 29,625 | 27.6% | $130.95万 | 加仓 |
| AAPL | APPLE INC | $615.94万 | 5.52% | 24,270 | -210 | -0.9% | -$5.33万 | 减仓 |
| IEFA | ISHARES TR | $744.38万 | 6.68% | 82,224 | 6,024 | 7.9% | $54.54万 | 加仓 |
| AGG | ISHARES TR | $805.20万 | 7.22% | 81,112 | 8,265 | 11.3% | $82.05万 | 加仓 |
| IVV | ISHARES TR | $2,348.07万 | 21.06% | 35,947 | 164 | 0.5% | $10.71万 | 加仓 |