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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $30.43万 | 0.23% | 10,837 | -525 | -4.6% | -$1.47万 | 减仓 |
| UL | UNILEVER PLC | $30.15万 | 0.23% | 5,293 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.95万 | 0.23% | 1,379 | 127 | 10.1% | $2.76万 | 加仓 |
| DE | DEERE & CO | $29.63万 | 0.23% | 526 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $29.60万 | 0.23% | 5,062 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.97万 | 0.22% | 1,195 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $28.03万 | 0.21% | 7,531 | -582 | -7.2% | -$2.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.76万 | 0.21% | 7,225 | 52 | 0.7% | $1,998 | 加仓 |
| MS | MORGAN STANLEY | $27.51万 | 0.21% | 1,672 | 4 | 0.2% | $658 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $26.50万 | 0.20% | 3,846 | 3,846 | — | $26.50万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.40万 | 0.19% | 291 | 291 | — | $25.40万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.55万 | 0.19% | 2,978 | -139 | -4.5% | -$1.15万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $24.46万 | 0.19% | 273 | -33 | -10.8% | -$2.96万 | 减仓 |
| ACWI | ISHARES TR | $24.38万 | 0.19% | 1,761 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $23.72万 | 0.18% | 1,316 | 3 | 0.2% | $541 | 加仓 |
| QCOM | QUALCOMM INC | $23.41万 | 0.18% | 1,818 | -101 | -5.3% | -$1.30万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.05万 | 0.18% | 3,151 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $22.37万 | 0.17% | 1,228 | 1,228 | — | $22.37万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.28万 | 0.17% | 775 | 775 | — | $22.28万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $22.14万 | 0.17% | 2,356 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.88万 | 0.17% | 1,672 | -162 | -8.8% | -$2.12万 | 重新持有 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $21.32万 | 0.16% | 2,804 | 2,804 | — | $21.32万 | 新建仓 |
| INTF | ISHARES TR | $20.77万 | 0.16% | 5,330 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $20.72万 | 0.16% | 4,585 | 4,585 | — | $20.72万 | 新建仓 |
| TSLA | TESLA INC | $20.56万 | 0.16% | 553 | 2 | 0.4% | $744 | 加仓 |
| YUM | YUM BRANDS INC | $20.52万 | 0.16% | 1,320 | 0 | 0.0% | — | 重新持有 |
| 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 |