Schrum Private Wealth Management LLC
ST. AUGUSTINE FL · SEC CIK 0001914987
$1.31亿2026Q1 申报市值
126持仓数
37.3%前十大占比 · 第一大 9.9%
6 / 2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
BBJP 新建仓+$26.50万
GEV 新建仓+$25.40万
PLTR 加仓+$24.34万
PSX 新建仓+$22.37万
VO 新建仓+$22.28万
2026Q1 卖出最多 按季末市值估算
VEA 清仓-$26.68万
SAP 清仓-$22.46万
ACN 减仓-$17.27万
SPY 减仓-$14.50万
FXL 减仓-$14.11万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -4,271 | -100.0% | -$26.68万 | 清仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -925 | -100.0% | -$22.46万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUM | YUM BRANDS INC | $20.52万 | 0.16% | 1,320 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA INC | $20.56万 | 0.16% | 553 | 2 | 0.4% | $744 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $20.72万 | 0.16% | 4,585 | 4,585 | — | $20.72万 | 新建仓 |
| INTF | ISHARES TR | $20.77万 | 0.16% | 5,330 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $21.32万 | 0.16% | 2,804 | 2,804 | — | $21.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.88万 | 0.17% | 1,672 | -162 | -8.8% | -$2.12万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $22.14万 | 0.17% | 2,356 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $22.28万 | 0.17% | 775 | 775 | — | $22.28万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.37万 | 0.17% | 1,228 | 1,228 | — | $22.37万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.05万 | 0.18% | 3,151 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.41万 | 0.18% | 1,818 | -101 | -5.3% | -$1.30万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $23.72万 | 0.18% | 1,316 | 3 | 0.2% | $541 | 加仓 |
| ACWI | ISHARES TR | $24.38万 | 0.19% | 1,761 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $24.46万 | 0.19% | 273 | -33 | -10.8% | -$2.96万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.55万 | 0.19% | 2,978 | -139 | -4.5% | -$1.15万 | 减仓 |
| GEV | GE VERNOVA INC | $25.40万 | 0.19% | 291 | 291 | — | $25.40万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $26.50万 | 0.20% | 3,846 | 3,846 | — | $26.50万 | 新建仓 |
| MS | MORGAN STANLEY | $27.51万 | 0.21% | 1,672 | 4 | 0.2% | $658 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.76万 | 0.21% | 7,225 | 52 | 0.7% | $1,998 | 加仓 |
| GIS | GENERAL MILLS INC | $28.03万 | 0.21% | 7,531 | -582 | -7.2% | -$2.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.97万 | 0.22% | 1,195 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $29.60万 | 0.23% | 5,062 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.63万 | 0.23% | 526 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.95万 | 0.23% | 1,379 | 127 | 10.1% | $2.76万 | 加仓 |
| UL | UNILEVER PLC | $30.15万 | 0.23% | 5,293 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $30.43万 | 0.23% | 10,837 | -525 | -4.6% | -$1.47万 | 减仓 |
| ADSK | AUTODESK INC | $31.12万 | 0.24% | 1,300 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $31.35万 | 0.24% | 1,743 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $31.54万 | 0.24% | 3,600 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.30万 | 0.25% | 903 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $32.61万 | 0.25% | 2,967 | -224 | -7.0% | -$2.46万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.96万 | 0.25% | 7,009 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $34.65万 | 0.26% | 748 | 1 | 0.1% | $463 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.16万 | 0.27% | 7,004 | 212 | 3.1% | $1.06万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.08万 | 0.28% | 2,734 | -121 | -4.2% | -$1.60万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $36.11万 | 0.28% | 11,923 | -1,000 | -7.7% | -$3.03万 | 减仓 |
| IVW | ISHARES TR | $36.63万 | 0.28% | 3,239 | 1 | 0.0% | $113 | 加仓 |
| RY | ROYAL BK CDA | $36.97万 | 0.28% | 2,285 | -584 | -20.4% | -$9.45万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $37.27万 | 0.28% | 2,043 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $37.69万 | 0.29% | 3,278 | -24 | -0.7% | -$2,759 | 减仓 |
| MRK | MERCK & CO INC | $38.02万 | 0.29% | 3,162 | -40 | -1.2% | -$4,810 | 减仓 |
| CSCO | CISCO SYS INC | $38.36万 | 0.29% | 4,944 | 8 | 0.2% | $621 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.41万 | 0.29% | 3,050 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $39.31万 | 0.30% | 1,663 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $41.25万 | 0.31% | 1,981 | -46 | -2.3% | -$9,578 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.65万 | 0.32% | 1,600 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $41.71万 | 0.32% | 8,411 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN ETFS | $42.04万 | 0.32% | 11,750 | 11 | 0.1% | $394 | 加仓 |
| UNP | UNION PAC CORP | $42.46万 | 0.32% | 1,750 | 50 | 2.9% | $1.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.80万 | 0.33% | 14,031 | 5 | 0.0% | $153 | 加仓 |
| META | META PLATFORMS INC | $42.80万 | 0.33% | 748 | -6 | -0.8% | -$3,433 | 减仓 |
| VXUS | VANGUARD STAR FDS | $42.84万 | 0.33% | 5,555 | 801 | 16.8% | $6.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.14万 | 0.34% | 443 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $44.25万 | 0.34% | 6,707 | -34 | -0.5% | -$2,243 | 减仓 |
| VTI | VANGUARD INDEX FDS | $45.45万 | 0.35% | 1,417 | 469 | 49.5% | $15.04万 | 加仓 |
| VLUE | ISHARES TR | $45.79万 | 0.35% | 3,220 | -27 | -0.8% | -$3,840 | 减仓 |
| DXJ | WISDOMTREE TR | $45.99万 | 0.35% | 2,900 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $52.10万 | 0.40% | 10,138 | 63 | 0.6% | $3,238 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $56.19万 | 0.43% | 22,386 | 61 | 0.3% | $1,531 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.69万 | 0.43% | 6,104 | 6 | 0.1% | $557 | 加仓 |
| BAC | BANK AMERICA CORP | $58.30万 | 0.44% | 11,959 | 13 | 0.1% | $634 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.40万 | 0.45% | 3,532 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $58.89万 | 0.45% | 4,738 | -159 | -3.2% | -$1.98万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $58.91万 | 0.45% | 7,730 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $59.13万 | 0.45% | 699 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $59.85万 | 0.46% | 7,162 | 2,611 | 57.4% | $21.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $65.68万 | 0.50% | 7,450 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $67.17万 | 0.51% | 6,241 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $69.03万 | 0.53% | 2,783 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $69.60万 | 0.53% | 4,818 | -82 | -1.7% | -$1.18万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $70.52万 | 0.54% | 3,557 | -871 | -19.7% | -$17.27万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $70.56万 | 0.54% | 5,639 | 2 | 0.0% | $250 | 加仓 |
| QQQ | INVESCO QQQ TR | $70.92万 | 0.54% | 1,228 | 44 | 3.7% | $2.54万 | 加仓 |
| EFA | ISHARES TR | $73.39万 | 0.56% | 7,556 | 505 | 7.2% | $4.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $73.72万 | 0.56% | 2,157 | -400 | -15.6% | -$13.67万 | 减仓 |
| KO | COCA COLA CO | $76.42万 | 0.58% | 10,048 | -132 | -1.3% | -$1.00万 | 减仓 |
| GOOGL | ALPHABET INC | $79.15万 | 0.60% | 2,753 | -96 | -3.4% | -$2.76万 | 减仓 |
| USMV | ISHARES TR | $79.87万 | 0.61% | 8,611 | -124 | -1.4% | -$1.15万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $80.08万 | 0.61% | 1,298 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $84.67万 | 0.65% | 2,950 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $86.18万 | 0.66% | 8,802 | -140 | -1.6% | -$1.37万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.13万 | 0.66% | 28,400 | 1,813 | 6.8% | $5.56万 | 加仓 |
| SHV | ISHARES TR | $87.63万 | 0.67% | 7,939 | 224 | 2.9% | $2.47万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $89.86万 | 0.69% | 8,245 | 1 | 0.0% | $109 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $90.95万 | 0.69% | 14,206 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $94.42万 | 0.72% | 3,038 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $95.24万 | 0.73% | 14,947 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $96.81万 | 0.74% | 2,100 | 31 | 1.5% | $1.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $97.80万 | 0.75% | 5,608 | 600 | 12.0% | $10.46万 | 加仓 |
| GOOG | ALPHABET INC | $105.03万 | 0.80% | 3,661 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $105.61万 | 0.81% | 5,475 | 3 | 0.1% | $579 | 加仓 |
| IEFA | ISHARES TR | $106.49万 | 0.81% | 11,762 | 1,212 | 11.5% | $10.97万 | 加仓 |
| HD | HOME DEPOT INC | $110.79万 | 0.85% | 3,368 | -20 | -0.6% | -$6,579 | 减仓 |
| ABT | ABBOTT LABORATORIES | $114.43万 | 0.87% | 11,145 | 1 | 0.0% | $103 | 加仓 |
| SPYV | SPDR SERIES TRUST | $115.93万 | 0.88% | 20,490 | -181 | -0.9% | -$1.02万 | 减仓 |
| — | EXXON MOBIL CORP | $116.04万 | 0.89% | 6,840 | -77 | -1.1% | -$1.31万 | 减仓 |