13F 机构持仓

Schrum Private Wealth Management LLC

ST. AUGUSTINE FL · SEC CIK 0001914987

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9,734.93万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 9.9%
MSFT 4.8%
AAPL 4.6%
VOO 3.5%
SPYM 3.1%
FXL 2.6%
JPM 2.4%
ITOT 2.3%
TSM 2.2%
RSP 2.0%

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%5,664 811.5% $1.74万 加仓
PLTR PALANTIR TECHNOLOGIES INC $124.27万0.95%8,496 1,66424.4% $24.34万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $125.49万0.96%11,432 00.0% — 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 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $146.48万1.12%10,590 3733.7% $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 1222.1% $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 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $208.32万1.59%74,801 80.0% $223 加仓
FXR FIRST TR EXCHANGE-TRADED FD $209.49万1.60%25,663 00.0% — 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 00.0% — 不变
ITOT ISHARES TR $295.53万2.25%20,749 7093.5% $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 1,8893.7% $14.46万 加仓
VOO VANGUARD INDEX FDS $456.57万3.48%7,641 2002.7% $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