Montz Harcus Wealth Management LLC
New Orleans LA · SEC CIK 0001918613
$2.48亿2026Q1 申报市值
93持仓数
64.8%前十大占比 · 第一大 13.9%
5 / 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
VTI 加仓+$138.84万
JPM 加仓+$124.90万
SPSM 加仓+$94.10万
SPDW 加仓+$90.92万
PRF 加仓+$90.76万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$96.50万
IYW 减仓-$26.16万
ORCL 清仓-$25.82万
ISRG 清仓-$23.84万
HBCP 减仓-$13.91万
2026Q1 持仓明细 点表头排序
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 | $0 | 0.00% | 0 | -1,325 | -100.0% | -$25.82万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -421 | -100.0% | -$23.84万 | 清仓 |
| — | GABELLI EQUITY TR INC | $117 | 0.00% | 16,670 | 16,670 | — | $117 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $9.58万 | 0.04% | 17,109 | 440 | 2.6% | $2,464 | 加仓 |
| LRCX | LAM RESEARCH CORP | $20.15万 | 0.08% | 943 | 943 | — | $20.15万 | 新建仓 |
| UNP | UNION PAC CORP | $20.28万 | 0.08% | 836 | 836 | — | $20.28万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.57万 | 0.08% | 2,650 | -88 | -3.2% | -$6,829 | 减仓 |
| CB | CHUBB LTD SWITZ | $20.98万 | 0.08% | 644 | 2 | 0.3% | $652 | 加仓 |
| PG | PROCTER & GAMBLE CO | $21.02万 | 0.08% | 1,455 | 25 | 1.7% | $3,612 | 加仓 |
| WFC | WELLS FARGO & CO | $21.16万 | 0.09% | 2,657 | -179 | -6.3% | -$1.43万 | 减仓 |
| RIO | RIO TINTO PLC | $21.46万 | 0.09% | 2,300 | 2,300 | — | $21.46万 | 新建仓 |
| BLK | BLACKROCK INC | $21.75万 | 0.09% | 226 | 46 | 25.6% | $4.43万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $22.54万 | 0.09% | 1,406 | 368 | 35.5% | $5.90万 | 重新持有 |
| SYK | STRYKER CORPORATION | $22.92万 | 0.09% | 698 | 42 | 6.4% | $1.38万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.39万 | 0.09% | 4,213 | 37 | 0.9% | $2,054 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.40万 | 0.09% | 8,032 | -1,469 | -15.5% | -$4.28万 | 减仓 |
| C | CITIGROUP INC | $23.70万 | 0.10% | 2,090 | 40 | 2.0% | $4,537 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $24.13万 | 0.10% | 3,078 | 71 | 2.4% | $5,566 | 加仓 |
| AMAT | APPLIED MATLS INC | $24.27万 | 0.10% | 710 | 710 | — | $24.27万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $24.61万 | 0.10% | 4,350 | 241 | 5.9% | $1.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.33万 | 0.10% | 3,562 | 9 | 0.3% | $640 | 加仓 |
| IWP | ISHARES TR | $25.85万 | 0.10% | 2,018 | 1 | 0.0% | $128 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.97万 | 0.10% | 1,338 | 38 | 2.9% | $7,375 | 加仓 |
| IWF | ISHARES TR | $26.90万 | 0.11% | 631 | 1 | 0.2% | $426 | 加仓 |
| GE | GE AEROSPACE | $27.09万 | 0.11% | 955 | 8 | 0.8% | $2,269 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $27.82万 | 0.11% | 16,300 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.91万 | 0.12% | 1,279 | 9 | 0.7% | $2,034 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.18万 | 0.12% | 303 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.68万 | 0.12% | 1,590 | 134 | 9.2% | $2.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.04万 | 0.13% | 1,877 | 34 | 1.8% | $5,622 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.79万 | 0.13% | 2,173 | -31 | -1.4% | -$4,535 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.98万 | 0.13% | 5,641 | 107 | 1.9% | $6,065 | 加仓 |
| MMM | 3M CO | $32.51万 | 0.13% | 2,238 | 1 | 0.0% | $145 | 加仓 |
| VXUS | VANGUARD STAR FDS | $32.75万 | 0.13% | 4,247 | 5 | 0.1% | $386 | 加仓 |
| MDYG | SPDR SERIES TRUST | $33.48万 | 0.14% | 3,489 | 4 | 0.1% | $384 | 加仓 |
| IVW | ISHARES TR | $35.98万 | 0.15% | 3,181 | 2 | 0.1% | $226 | 加仓 |
| MS | MORGAN STANLEY | $37.16万 | 0.15% | 2,258 | 9 | 0.4% | $1,481 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $38.90万 | 0.16% | 5,041 | 277 | 5.8% | $2.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $39.05万 | 0.16% | 8,010 | -146 | -1.8% | -$7,118 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $39.14万 | 0.16% | 8,077 | 29 | 0.4% | $1,405 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.55万 | 0.16% | 1,618 | 243 | 17.7% | $5.94万 | 加仓 |
| MRK | MERCK & CO INC | $40.65万 | 0.16% | 3,379 | 518 | 18.1% | $6.23万 | 加仓 |
| NFLX | NETFLIX INC. | $43.57万 | 0.18% | 4,531 | -220 | -4.6% | -$2.12万 | 减仓 |
| IJH | ISHARES TR | $46.12万 | 0.19% | 6,829 | 12 | 0.2% | $810 | 加仓 |
| — | CATALYST BANCORP INC | $49.68万 | 0.20% | 30,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $51.39万 | 0.21% | 9,741 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $52.62万 | 0.21% | 871 | 38 | 4.6% | $2.30万 | 加仓 |
| GLD | SPDR GOLD TR | $54.56万 | 0.22% | 1,268 | -92 | -6.8% | -$3.96万 | 减仓 |
| HD | HOME DEPOT INC | $56.64万 | 0.23% | 1,722 | -36 | -2.0% | -$1.18万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $59.20万 | 0.24% | 6,046 | 2,188 | 56.7% | $21.42万 | 加仓 |
| MCD | MCDONALDS CORP | $59.77万 | 0.24% | 1,923 | 6 | 0.3% | $1,865 | 加仓 |
| KO | COCA COLA CO | $62.46万 | 0.25% | 8,213 | 33 | 0.4% | $2,510 | 加仓 |
| SLYV | SPDR SERIES TRUST | $65.22万 | 0.26% | 6,896 | -95 | -1.4% | -$8,985 | 减仓 |
| ABBV | ABBVIE INC | $65.54万 | 0.26% | 3,014 | 158 | 5.5% | $3.44万 | 加仓 |
| NEM | NEWMONT CORP | $66.58万 | 0.27% | 6,151 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.78万 | 0.27% | 3,480 | 514 | 17.3% | $9.86万 | 加仓 |
| BA | BOEING CO | $67.64万 | 0.27% | 3,399 | -13 | -0.4% | -$2,587 | 减仓 |
| CVX | CHEVRON CORPORATION | $72.06万 | 0.29% | 3,483 | 646 | 22.8% | $13.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.80万 | 0.30% | 3,045 | -79 | -2.5% | -$1.91万 | 减仓 |
| AVGO | BROADCOM INC | $77.28万 | 0.31% | 2,497 | -28 | -1.1% | -$8,666 | 减仓 |
| WMT | WALMART INC | $84.88万 | 0.34% | 6,830 | -3 | -0.0% | -$373 | 减仓 |
| TSLA | TESLA INC | $87.96万 | 0.36% | 2,366 | -110 | -4.4% | -$4.09万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $89.23万 | 0.36% | 14,765 | 3,202 | 27.7% | $19.35万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $99.06万 | 0.40% | 10,698 | 1,156 | 12.1% | $10.70万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $102.22万 | 0.41% | 14,415 | 34 | 0.2% | $2,411 | 加仓 |
| IVV | ISHARES TR | $109.34万 | 0.44% | 1,674 | 8 | 0.5% | $5,225 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $109.59万 | 0.44% | 40,530 | 217 | 0.5% | $5,868 | 加仓 |
| GOOG | ALPHABET INC | $122.83万 | 0.50% | 4,282 | 17 | 0.4% | $4,876 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $128.67万 | 0.52% | 27,430 | 3,533 | 14.8% | $16.57万 | 加仓 |
| CAT | CATERPILLAR INC | $130.90万 | 0.53% | 1,848 | 17 | 0.9% | $1.20万 | 加仓 |
| GOOGL | ALPHABET INC | $157.55万 | 0.64% | 5,479 | 4 | 0.1% | $1,150 | 加仓 |
| IYW | ISHARES TR | $163.48万 | 0.66% | 9,011 | -1,442 | -13.8% | -$26.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.71万 | 0.67% | 3,458 | 540 | 18.5% | $25.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $178.65万 | 0.72% | 5,569 | 4,328 | 348.8% | $138.84万 | 加仓 |
| — | EXXON MOBIL CORP | $224.05万 | 0.90% | 13,206 | -35 | -0.3% | -$5,938 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $226.60万 | 0.92% | 58,981 | 16,150 | 37.7% | $62.05万 | 加仓 |
| META | META PLATFORMS INC | $269.38万 | 1.09% | 4,708 | 36 | 0.8% | $2.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $323.10万 | 1.30% | 18,526 | -562 | -2.9% | -$9.80万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $384.55万 | 1.55% | 45,162 | 199 | 0.4% | $1.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $466.67万 | 1.88% | 8,085 | 36 | 0.4% | $2.08万 | 加仓 |
| AMZN | AMAZON COM INC | $496.83万 | 2.01% | 23,855 | -48 | -0.2% | -$9,997 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $497.85万 | 2.01% | 16,925 | 4,246 | 33.5% | $124.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $520.79万 | 2.10% | 14,069 | 157 | 1.1% | $5.81万 | 加仓 |
| HBCP | HOMEBANCORP INC | $605.76万 | 2.45% | 99,994 | -2,296 | -2.2% | -$13.91万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $793.62万 | 3.20% | 150,165 | -18,260 | -10.8% | -$96.50万 | 减仓 |
| AAPL | APPLE INC | $874.78万 | 3.53% | 34,469 | -108 | -0.3% | -$2.74万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $991.20万 | 4.00% | 16,071 | 34 | 0.2% | $2.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $992.94万 | 4.01% | 67,045 | 1,118 | 1.7% | $16.56万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,156.59万 | 4.67% | 253,360 | 19,917 | 8.5% | $90.92万 | 加仓 |
| IEFA | ISHARES TR | $1,202.26万 | 4.86% | 132,803 | 8,357 | 6.7% | $75.66万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,235.92万 | 4.99% | 255,778 | 19,475 | 8.2% | $94.10万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,421.84万 | 5.74% | 240,095 | 7,439 | 3.2% | $44.05万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,577.71万 | 6.37% | 331,940 | 19,096 | 6.1% | $90.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,157.53万 | 12.75% | 48,552 | 295 | 0.6% | $19.19万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,443.45万 | 13.91% | 449,889 | 9,414 | 2.1% | $72.05万 | 加仓 |