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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| MSFT | MICROSOFT CORP | $633.97万 | 4.84% | 17,127 | -40 | -0.2% | -$1.48万 | 减仓 |
| AAPL | APPLE INC | $604.93万 | 4.61% | 23,835 | -445 | -1.8% | -$11.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $456.57万 | 3.48% | 7,641 | 200 | 2.7% | $11.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $402.43万 | 3.07% | 52,578 | 1,889 | 3.7% | $14.46万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $342.14万 | 2.61% | 21,536 | -888 | -4.0% | -$14.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $320.32万 | 2.44% | 10,890 | -76 | -0.7% | -$2.24万 | 减仓 |
| ITOT | ISHARES TR | $295.53万 | 2.25% | 20,749 | 709 | 3.5% | $10.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $282.24万 | 2.15% | 8,351 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $257.16万 | 1.96% | 13,399 | -113 | -0.8% | -$2.17万 | 减仓 |
| IVV | ISHARES TR | $236.07万 | 1.80% | 3,613 | -45 | -1.2% | -$2.94万 | 减仓 |
| ABBV | ABBVIE INC | $230.53万 | 1.76% | 10,600 | -49 | -0.5% | -$1.07万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $209.49万 | 1.60% | 25,663 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $208.32万 | 1.59% | 74,801 | 8 | 0.0% | $223 | 加仓 |
| V | VISA INC | $205.98万 | 1.57% | 6,815 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $201.60万 | 1.54% | 2,889 | -63 | -2.1% | -$4.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $186.36万 | 1.42% | 3,084 | -170 | -5.2% | -$10.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $158.96万 | 1.21% | 6,068 | 122 | 2.1% | $3.20万 | 加仓 |
| QUAL | ISHARES TR | $146.50万 | 1.12% | 7,638 | -631 | -7.6% | -$12.10万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $146.48万 | 1.12% | 10,590 | 373 | 3.7% | $5.16万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $144.51万 | 1.10% | 25,718 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $144.06万 | 1.10% | 6,964 | -17 | -0.2% | -$3,517 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $140.54万 | 1.07% | 8,766 | -175 | -2.0% | -$2.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $129.61万 | 0.99% | 5,302 | -128 | -2.4% | -$3.13万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $125.49万 | 0.96% | 11,432 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.27万 | 0.95% | 8,496 | 1,664 | 24.4% | $24.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $121.81万 | 0.93% | 5,664 | 81 | 1.5% | $1.74万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $120.52万 | 0.92% | 8,856 | -378 | -4.1% | -$5.14万 | 减仓 |
| PEP | PEPSICO INC | $118.82万 | 0.91% | 7,653 | -251 | -3.2% | -$3.90万 | 减仓 |
| ORCL | ORACLE CORP | $118.80万 | 0.91% | 8,075 | -495 | -5.8% | -$7.28万 | 减仓 |
| — | EXXON MOBIL CORP | $116.04万 | 0.89% | 6,840 | -77 | -1.1% | -$1.31万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $115.93万 | 0.88% | 20,490 | -181 | -0.9% | -$1.02万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $114.43万 | 0.87% | 11,145 | 1 | 0.0% | $103 | 加仓 |
| HD | HOME DEPOT INC | $110.79万 | 0.85% | 3,368 | -20 | -0.6% | -$6,579 | 减仓 |
| IEFA | ISHARES TR | $106.49万 | 0.81% | 11,762 | 1,212 | 11.5% | $10.97万 | 加仓 |
| RTX | RTX CORPORATION | $105.61万 | 0.81% | 5,475 | 3 | 0.1% | $579 | 加仓 |
| GOOG | ALPHABET INC | $105.03万 | 0.80% | 3,661 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $97.80万 | 0.75% | 5,608 | 600 | 12.0% | $10.46万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $96.81万 | 0.74% | 2,100 | 31 | 1.5% | $1.43万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $95.24万 | 0.73% | 14,947 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $94.42万 | 0.72% | 3,038 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $90.95万 | 0.69% | 14,206 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $89.86万 | 0.69% | 8,245 | 1 | 0.0% | $109 | 加仓 |
| SHV | ISHARES TR | $87.63万 | 0.67% | 7,939 | 224 | 2.9% | $2.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.13万 | 0.66% | 28,400 | 1,813 | 6.8% | $5.56万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $86.18万 | 0.66% | 8,802 | -140 | -1.6% | -$1.37万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.67万 | 0.65% | 2,950 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $80.08万 | 0.61% | 1,298 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $79.87万 | 0.61% | 8,611 | -124 | -1.4% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC | $79.15万 | 0.60% | 2,753 | -96 | -3.4% | -$2.76万 | 减仓 |
| KO | COCA COLA CO | $76.42万 | 0.58% | 10,048 | -132 | -1.3% | -$1.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $73.72万 | 0.56% | 2,157 | -400 | -15.6% | -$13.67万 | 减仓 |
| EFA | ISHARES TR | $73.39万 | 0.56% | 7,556 | 505 | 7.2% | $4.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $70.92万 | 0.54% | 1,228 | 44 | 3.7% | $2.54万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $70.56万 | 0.54% | 5,639 | 2 | 0.0% | $250 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $70.52万 | 0.54% | 3,557 | -871 | -19.7% | -$17.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $69.60万 | 0.53% | 4,818 | -82 | -1.7% | -$1.18万 | 减仓 |
| IWM | ISHARES TR | $69.03万 | 0.53% | 2,783 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $67.17万 | 0.51% | 6,241 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $65.68万 | 0.50% | 7,450 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $59.85万 | 0.46% | 7,162 | 2,611 | 57.4% | $21.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.13万 | 0.45% | 699 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $58.91万 | 0.45% | 7,730 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $58.89万 | 0.45% | 4,738 | -159 | -3.2% | -$1.98万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.40万 | 0.45% | 3,532 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $58.30万 | 0.44% | 11,959 | 13 | 0.1% | $634 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.69万 | 0.43% | 6,104 | 6 | 0.1% | $557 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $56.19万 | 0.43% | 22,386 | 61 | 0.3% | $1,531 | 加仓 |
| SLB | SLB LIMITED | $52.10万 | 0.40% | 10,138 | 63 | 0.6% | $3,238 | 加仓 |
| DXJ | WISDOMTREE TR | $45.99万 | 0.35% | 2,900 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $45.79万 | 0.35% | 3,220 | -27 | -0.8% | -$3,840 | 减仓 |
| VTI | VANGUARD INDEX FDS | $45.45万 | 0.35% | 1,417 | 469 | 49.5% | $15.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $44.25万 | 0.34% | 6,707 | -34 | -0.5% | -$2,243 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.14万 | 0.34% | 443 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $42.84万 | 0.33% | 5,555 | 801 | 16.8% | $6.18万 | 加仓 |
| META | META PLATFORMS INC | $42.80万 | 0.33% | 748 | -6 | -0.8% | -$3,433 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.80万 | 0.33% | 14,031 | 5 | 0.0% | $153 | 加仓 |
| UNP | UNION PAC CORP | $42.46万 | 0.32% | 1,750 | 50 | 2.9% | $1.21万 | 加仓 |
| BCD | ABRDN ETFS | $42.04万 | 0.32% | 11,750 | 11 | 0.1% | $394 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $41.71万 | 0.32% | 8,411 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $41.65万 | 0.32% | 1,600 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $41.25万 | 0.31% | 1,981 | -46 | -2.3% | -$9,578 | 减仓 |
| LOW | LOWES COS INC | $39.31万 | 0.30% | 1,663 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.41万 | 0.29% | 3,050 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $38.36万 | 0.29% | 4,944 | 8 | 0.2% | $621 | 加仓 |
| MRK | MERCK & CO INC | $38.02万 | 0.29% | 3,162 | -40 | -1.2% | -$4,810 | 减仓 |
| BX | BLACKSTONE INC | $37.69万 | 0.29% | 3,278 | -24 | -0.7% | -$2,759 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $37.27万 | 0.28% | 2,043 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $36.97万 | 0.28% | 2,285 | -584 | -20.4% | -$9.45万 | 减仓 |
| IVW | ISHARES TR | $36.63万 | 0.28% | 3,239 | 1 | 0.0% | $113 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $36.11万 | 0.28% | 11,923 | -1,000 | -7.7% | -$3.03万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.08万 | 0.28% | 2,734 | -121 | -4.2% | -$1.60万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.16万 | 0.27% | 7,004 | 212 | 3.1% | $1.06万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.65万 | 0.26% | 748 | 1 | 0.1% | $463 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.96万 | 0.25% | 7,009 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $32.61万 | 0.25% | 2,967 | -224 | -7.0% | -$2.46万 | 减仓 |
| ETN | EATON CORP PLC | $32.30万 | 0.25% | 903 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $31.54万 | 0.24% | 3,600 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $31.35万 | 0.24% | 1,743 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $31.12万 | 0.24% | 1,300 | 0 | 0.0% | — | 不变 |