Higgins & Schmidt Wealth Strategies LLC
DENVER CO · SEC CIK 0001941260
$2.42亿2026Q2 申报市值
65持仓数
78.7%前十大占比 · 第一大 17.1%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYV 加仓+$230.58万
SPYG 加仓+$186.43万
IGIB 加仓+$96.82万
SPTI 加仓+$88.43万
SPMD 加仓+$50.30万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$644.79万
JMST 减仓-$190.77万
DFGX 减仓-$106.35万
IVW 减仓-$44.72万
IGSB 清仓-$31.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $4,141.01万 | 17.09% | 348,013 | 15,668 | 4.7% | $186.43万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,120.22万 | 17.00% | 677,779 | 37,931 | 5.9% | $230.58万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,432.51万 | 14.16% | 681,189 | 7,727 | 1.1% | $38.94万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,553.06万 | 6.41% | 229,878 | 7,445 | 3.3% | $50.30万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,418.18万 | 5.85% | 146,977 | -1,053 | -0.7% | -$10.16万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1,152.53万 | 4.76% | 405,964 | 31,149 | 8.3% | $88.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $966.66万 | 3.99% | 77,482 | 62 | 0.1% | $7,735 | 加仓 |
| IVW | ISHARES TR | $776.28万 | 3.20% | 56,445 | -3,252 | -5.4% | -$44.72万 | 减仓 |
| IDEV | ISHARES TR | $762.91万 | 3.15% | 85,711 | -604 | -0.7% | -$5.38万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $760.06万 | 3.14% | 73,757 | -59 | -0.1% | -$6,080 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $553.77万 | 2.29% | 114,938 | -1,981 | -1.7% | -$9.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $335.58万 | 1.38% | 4,557 | -16 | -0.3% | -$1.18万 | 减仓 |
| ESGU | ISHARES TR | $288.06万 | 1.19% | 17,600 | 31 | 0.2% | $5,074 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $278.44万 | 1.15% | 53,774 | -315 | -0.6% | -$1.63万 | 减仓 |
| MUNI | PIMCO ETF TR | $266.42万 | 1.10% | 50,651 | -3,589 | -6.6% | -$18.88万 | 减仓 |
| IJH | ISHARES TR | $255.69万 | 1.06% | 33,159 | -444 | -1.3% | -$3.42万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $237.77万 | 0.98% | 46,940 | 422 | 0.9% | $2.14万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $182.45万 | 0.75% | 17,676 | -343 | -1.9% | -$3.54万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $179.84万 | 0.74% | 31,184 | -697 | -2.2% | -$4.02万 | 减仓 |
| IJR | ISHARES TR | $146.48万 | 0.60% | 9,877 | -121 | -1.2% | -$1.79万 | 减仓 |
| IGIB | ISHARES TR | $141.75万 | 0.58% | 26,659 | 18,210 | 215.5% | $96.82万 | 加仓 |
| IWD | ISHARES TR | $126.45万 | 0.52% | 5,216 | -53 | -1.0% | -$1.28万 | 减仓 |
| IWF | ISHARES TR | $115.42万 | 0.48% | 9,295 | -877 | -8.6% | -$10.89万 | 减仓 |
| MUB | ISHARES TR | $109.56万 | 0.45% | 10,180 | 3,883 | 61.7% | $41.79万 | 加仓 |
| ESGD | ISHARES TR | $107.95万 | 0.45% | 10,500 | -330 | -3.0% | -$3.39万 | 减仓 |
| AAPL | APPLE INC | $104.59万 | 0.43% | 3,615 | 25 | 0.7% | $7,233 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $102.78万 | 0.42% | 19,178 | -19,844 | -50.9% | -$106.35万 | 减仓 |
| IWR | ISHARES TR | $100.24万 | 0.41% | 9,086 | -694 | -7.1% | -$7.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $94.11万 | 0.39% | 24,261 | -779 | -3.1% | -$3.02万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $79.82万 | 0.33% | 19,640 | -1,108 | -5.3% | -$4.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $76.07万 | 0.31% | 3,802 | -9 | -0.2% | -$1,801 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $65.75万 | 0.27% | 4,493 | -135 | -2.9% | -$1.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $65.25万 | 0.27% | 1,749 | 264 | 17.8% | $9.85万 | 加仓 |
| AMZN | AMAZON COM INC | $59.01万 | 0.24% | 2,476 | -36 | -1.4% | -$8,580 | 减仓 |
| GOOG | ALPHABET INC | $53.94万 | 0.22% | 1,527 | -1 | -0.1% | -$353 | 减仓 |
| USMV | ISHARES TR | $53.71万 | 0.22% | 5,568 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $53.50万 | 0.22% | 1,766 | 8 | 0.5% | $2,424 | 加仓 |
| IEMG | ISHARES INC | $50.15万 | 0.21% | 6,054 | -41 | -0.7% | -$3,396 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.03万 | 0.20% | 2,030 | -4 | -0.2% | -$946 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $45.99万 | 0.19% | 14,376 | 1 | 0.0% | $32 | 加仓 |
| ESGE | ISHARES INC | $44.97万 | 0.19% | 8,222 | -590 | -6.7% | -$3.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.33万 | 0.18% | 886 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $40.83万 | 0.17% | 17,635 | 1,573 | 9.8% | $3.64万 | 加仓 |
| CAT | CATERPILLAR INC | $38.23万 | 0.16% | 359 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.00万 | 0.16% | 1,786 | -46 | -2.5% | -$9,787 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $38.00万 | 0.16% | 9,469 | -473 | -4.8% | -$1.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.44万 | 0.15% | 488 | 14 | 3.0% | $1.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $35.99万 | 0.15% | 524 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $34.20万 | 0.14% | 957 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $34.20万 | 0.14% | 6,114 | -191 | -3.0% | -$1.07万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $33.66万 | 0.14% | 1,737 | -123 | -6.6% | -$2.38万 | 减仓 |
| DC | DAKOTA GOLD CORP | $32.30万 | 0.13% | 75,812 | 23,076 | 43.8% | $9.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $30.67万 | 0.13% | 937 | 1 | 0.1% | $327 | 加仓 |
| XTL | SPDR SERIES TRUST | $29.51万 | 0.12% | 1,297 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $27.69万 | 0.11% | 5,430 | -37,406 | -87.3% | -$190.77万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.28万 | 0.11% | 1,432 | 0 | 0.0% | — | 重新持有 |
| SUSB | ISHARES TR | $27.27万 | 0.11% | 10,913 | 1,153 | 11.8% | $2.88万 | 加仓 |
| VGT | VANGUARD WORLD FD | $24.29万 | 0.10% | 2,032 | 2,032 | — | $24.29万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $23.74万 | 0.10% | 2,614 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $23.02万 | 0.09% | 622 | 0 | 0.0% | — | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $22.55万 | 0.09% | 4,206 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.45万 | 0.09% | 1,030 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $20.77万 | 0.09% | 2,364 | -73,372 | -96.9% | -$644.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.44万 | 0.08% | 805 | 805 | — | $20.44万 | 新建仓 |
| TSLA | TESLA INC | $20.40万 | 0.08% | 485 | -402 | -45.3% | -$16.91万 | 重新持有 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,992 | -100.0% | -$31.49万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -5,258 | -100.0% | -$20.35万 | 清仓 |
| FPI | FARMLAND PARTNERS INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$11.68万 | 清仓 |