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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $118.80万 | 0.91% | 8,075 | -495 | -5.8% | -$7.28万 | 减仓 |
| PEP | PEPSICO INC | $118.82万 | 0.91% | 7,653 | -251 | -3.2% | -$3.90万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $120.52万 | 0.92% | 8,856 | -378 | -4.1% | -$5.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $121.81万 | 0.93% | 5,664 | 81 | 1.5% | $1.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.27万 | 0.95% | 8,496 | 1,664 | 24.4% | $24.34万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $125.49万 | 0.96% | 11,432 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $129.61万 | 0.99% | 5,302 | -128 | -2.4% | -$3.13万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $140.54万 | 1.07% | 8,766 | -175 | -2.0% | -$2.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $144.06万 | 1.10% | 6,964 | -17 | -0.2% | -$3,517 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $144.51万 | 1.10% | 25,718 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $146.48万 | 1.12% | 10,590 | 373 | 3.7% | $5.16万 | 加仓 |
| QUAL | ISHARES TR | $146.50万 | 1.12% | 7,638 | -631 | -7.6% | -$12.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $158.96万 | 1.21% | 6,068 | 122 | 2.1% | $3.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $186.36万 | 1.42% | 3,084 | -170 | -5.2% | -$10.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $201.60万 | 1.54% | 2,889 | -63 | -2.1% | -$4.40万 | 减仓 |
| V | VISA INC | $205.98万 | 1.57% | 6,815 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $208.32万 | 1.59% | 74,801 | 8 | 0.0% | $223 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $209.49万 | 1.60% | 25,663 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $230.53万 | 1.76% | 10,600 | -49 | -0.5% | -$1.07万 | 减仓 |
| IVV | ISHARES TR | $236.07万 | 1.80% | 3,613 | -45 | -1.2% | -$2.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $257.16万 | 1.96% | 13,399 | -113 | -0.8% | -$2.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $282.24万 | 2.15% | 8,351 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $295.53万 | 2.25% | 20,749 | 709 | 3.5% | $10.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $320.32万 | 2.44% | 10,890 | -76 | -0.7% | -$2.24万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $342.14万 | 2.61% | 21,536 | -888 | -4.0% | -$14.11万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $402.43万 | 3.07% | 52,578 | 1,889 | 3.7% | $14.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $456.57万 | 3.48% | 7,641 | 200 | 2.7% | $11.95万 | 加仓 |
| AAPL | APPLE INC | $604.93万 | 4.61% | 23,835 | -445 | -1.8% | -$11.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $633.97万 | 4.84% | 17,127 | -40 | -0.2% | -$1.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,296.49万 | 9.89% | 19,936 | -223 | -1.1% | -$14.50万 | 减仓 |