Higgins & Schmidt Wealth Strategies LLC
DENVER CO · SEC CIK 0001941260
$2.19亿2026Q1 申报市值
63持仓数
75.5%前十大占比 · 第一大 16.5%
8 / 1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
SPYM 新建仓+$579.68万
DFGX 新建仓+$204.67万
SPTI 加仓+$146.25万
SPYV 加仓+$132.87万
MUB 新建仓+$66.84万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$107.06万
IVW 减仓-$80.01万
QQQ 减仓-$44.39万
SPDW 减仓-$39.70万
PEG 清仓-$36.39万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $3,620.26万 | 16.54% | 639,848 | 23,483 | 3.8% | $132.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,253.99万 | 14.86% | 332,345 | 2,916 | 0.9% | $28.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,074.35万 | 14.04% | 673,462 | -8,696 | -1.3% | -$39.70万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,317.25万 | 6.02% | 222,433 | 5,066 | 2.3% | $30.00万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,192.82万 | 5.45% | 148,030 | 5,827 | 4.1% | $46.95万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,074.22万 | 4.91% | 374,815 | 51,028 | 15.8% | $146.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $855.26万 | 3.91% | 77,420 | 2,830 | 3.8% | $31.26万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $737.13万 | 3.37% | 73,816 | 2,107 | 2.9% | $21.04万 | 加仓 |
| IDEV | ISHARES TR | $721.33万 | 3.29% | 86,315 | -958 | -1.1% | -$8.01万 | 减仓 |
| IVW | ISHARES TR | $675.23万 | 3.08% | 59,697 | -7,074 | -10.6% | -$80.01万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $579.68万 | 2.65% | 75,736 | 75,736 | — | $579.68万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $549.87万 | 2.51% | 116,919 | -4,223 | -3.5% | -$19.86万 | 减仓 |
| MUNI | PIMCO ETF TR | $283.08万 | 1.29% | 54,240 | -269 | -0.5% | -$1.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $263.94万 | 1.21% | 4,573 | -769 | -14.4% | -$44.39万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $253.73万 | 1.16% | 54,089 | -2,002 | -3.6% | -$9.39万 | 减仓 |
| ESGU | ISHARES TR | $248.46万 | 1.13% | 17,569 | 124 | 0.7% | $1.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $232.54万 | 1.06% | 46,518 | -4,876 | -9.5% | -$24.38万 | 减仓 |
| IJH | ISHARES TR | $226.92万 | 1.04% | 33,603 | -815 | -2.4% | -$5.50万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $218.38万 | 1.00% | 42,836 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $204.67万 | 0.93% | 39,022 | 39,022 | — | $204.67万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $154.05万 | 0.70% | 31,881 | -1,900 | -5.6% | -$9.18万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $153.00万 | 0.70% | 18,019 | -672 | -3.6% | -$5.71万 | 减仓 |
| IJR | ISHARES TR | $124.29万 | 0.57% | 9,998 | -794 | -7.4% | -$9.87万 | 减仓 |
| IWD | ISHARES TR | $112.58万 | 0.51% | 5,269 | 603 | 12.9% | $12.88万 | 加仓 |
| IWF | ISHARES TR | $108.43万 | 0.50% | 2,543 | 691 | 37.3% | $29.46万 | 加仓 |
| ESGD | ISHARES TR | $103.56万 | 0.47% | 10,830 | -33 | -0.3% | -$3,155 | 减仓 |
| IWR | ISHARES TR | $95.09万 | 0.43% | 9,780 | 211 | 2.2% | $2.05万 | 加仓 |
| AAPL | APPLE INC | $91.12万 | 0.42% | 3,590 | -4,218 | -54.0% | -$107.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.74万 | 0.40% | 25,040 | 1,054 | 4.4% | $3.69万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $71.68万 | 0.33% | 20,748 | 4,415 | 27.0% | $15.25万 | 加仓 |
| MUB | ISHARES TR | $66.84万 | 0.31% | 6,297 | 6,297 | — | $66.84万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $66.46万 | 0.30% | 3,811 | -110 | -2.8% | -$1.92万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $59.36万 | 0.27% | 4,628 | -36 | -0.8% | -$4,617 | 减仓 |
| MSFT | MICROSOFT CORP | $54.97万 | 0.25% | 1,485 | 2 | 0.1% | $740 | 加仓 |
| AMZN | AMAZON COM INC | $52.32万 | 0.24% | 2,512 | 14 | 0.6% | $2,916 | 加仓 |
| USMV | ISHARES TR | $51.64万 | 0.24% | 5,568 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $44.97万 | 0.21% | 8,449 | 8,449 | — | $44.97万 | 新建仓 |
| GOOG | ALPHABET INC | $43.82万 | 0.20% | 1,528 | 7 | 0.5% | $2,008 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.74万 | 0.20% | 2,034 | -5 | -0.2% | -$1,075 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $43.06万 | 0.20% | 14,375 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $42.51万 | 0.19% | 6,095 | -511 | -7.7% | -$3.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.46万 | 0.19% | 886 | 6 | 0.7% | $2,875 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $41.77万 | 0.19% | 1,758 | -1,169 | -39.9% | -$27.78万 | 减仓 |
| ESGE | ISHARES INC | $40.07万 | 0.18% | 8,812 | -208 | -2.3% | -$9,458 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $39.21万 | 0.18% | 9,942 | 9,942 | — | $39.21万 | 新建仓 |
| SUSC | ISHARES TR | $37.16万 | 0.17% | 16,062 | 659 | 4.3% | $1.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.16万 | 0.16% | 1,832 | -19 | -1.0% | -$3,646 | 减仓 |
| IGSB | ISHARES TR | $31.49万 | 0.14% | 5,992 | 5,992 | — | $31.49万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $31.31万 | 0.14% | 524 | -26 | -4.7% | -$1.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.83万 | 0.14% | 474 | -88 | -15.7% | -$5.72万 | 减仓 |
| ESML | ISHARES TR | $29.65万 | 0.14% | 6,305 | -117 | -1.8% | -$5,501 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $28.67万 | 0.13% | 1,860 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.53万 | 0.13% | 936 | -22 | -2.3% | -$6,472 | 减仓 |
| GOOGL | ALPHABET INC | $27.52万 | 0.13% | 957 | 7 | 0.7% | $2,013 | 加仓 |
| DC | DAKOTA GOLD CORP | $26.63万 | 0.12% | 52,736 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.43万 | 0.12% | 359 | 2 | 0.6% | $1,417 | 加仓 |
| SUSB | ISHARES TR | $24.46万 | 0.11% | 9,760 | 297 | 3.1% | $7,444 | 加仓 |
| XTL | SPDR SERIES TRUST | $24.39万 | 0.11% | 1,297 | 1,297 | — | $24.39万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.77万 | 0.09% | 4,206 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $20.67万 | 0.09% | 2,614 | -2,662 | -50.5% | -$21.05万 | 减仓 |
| EFOR | ASGN INC | $20.35万 | 0.09% | 5,258 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.21万 | 0.09% | 1,030 | -62 | -5.7% | -$1.22万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $11.68万 | 0.05% | 10,400 | 10,400 | — | $11.68万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -4,532 | -100.0% | -$36.39万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |