Johnson & White Wealth Management, LLC
YORK PA · SEC CIK 0001954136
$2.67亿2026Q2 申报市值
117持仓数
46.9%前十大占比 · 第一大 11.1%
9 / 1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
AMD 加仓+$275.00万
PYLD 加仓+$128.16万
IDV 加仓+$41.70万
PXF 加仓+$35.06万
MSFT 加仓+$34.54万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$35.47万
NUVEEN PA INVT Q 清仓-$27.17万
NVDA 减仓-$24.31万
EDV 减仓-$19.32万
IDLV 减仓-$17.51万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | $2,968.83万 | 11.11% | 392,494 | 4,635 | 1.2% | $35.06万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,485.83万 | 5.56% | 266,421 | 2,126 | 0.8% | $11.86万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $1,231.33万 | 4.61% | 314,557 | 5,345 | 1.7% | $20.92万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,230.25万 | 4.60% | 463,895 | 48,324 | 11.6% | $128.16万 | 加仓 |
| IDV | ISHARES TR | $1,174.56万 | 4.39% | 283,503 | 10,065 | 3.7% | $41.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,056.23万 | 3.95% | 333,090 | 7,920 | 2.4% | $25.11万 | 加仓 |
| DGRO | ISHARES TR | $912.72万 | 3.41% | 120,428 | 2,607 | 2.2% | $19.76万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $857.69万 | 3.21% | 307,636 | 3,729 | 1.2% | $10.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $854.09万 | 3.19% | 176,355 | 4,297 | 2.5% | $20.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.54万 | 2.85% | 38,110 | -1,215 | -3.1% | -$24.31万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $738.13万 | 2.76% | 136,615 | 888 | 0.7% | $4.80万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $614.77万 | 2.30% | 50,271 | 1,334 | 2.7% | $16.31万 | 加仓 |
| AAPL | APPLE INC | $584.20万 | 2.19% | 20,189 | 751 | 3.9% | $21.73万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $560.61万 | 2.10% | 162,526 | -5,077 | -3.0% | -$17.51万 | 减仓 |
| AVGO | BROADCOM INC | $505.20万 | 1.89% | 13,374 | -939 | -6.6% | -$35.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $450.90万 | 1.69% | 7,762 | 4,734 | 156.3% | $275.00万 | 加仓 |
| SDY | SPDR SERIES TRUST | $449.91万 | 1.68% | 29,564 | -776 | -2.6% | -$11.81万 | 减仓 |
| — | LISTED FDS TR | $434.76万 | 1.63% | 137,191 | 9,479 | 7.4% | $30.04万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $398.72万 | 1.49% | 41,527 | -474 | -1.1% | -$4.55万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $355.06万 | 1.33% | 47,405 | -1,329 | -2.7% | -$9.95万 | 减仓 |
| EFA | ISHARES TR | $322.34万 | 1.21% | 31,030 | 2,066 | 7.1% | $21.46万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $293.32万 | 1.10% | 31,411 | 385 | 1.2% | $3.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $257.49万 | 0.96% | 7,866 | -76 | -1.0% | -$2.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $239.67万 | 0.90% | 6,425 | 926 | 16.8% | $34.54万 | 加仓 |
| AMZN | AMAZON COM INC | $239.58万 | 0.90% | 10,052 | 398 | 4.1% | $9.49万 | 加仓 |
| IVV | ISHARES TR | $236.85万 | 0.89% | 3,162 | 178 | 6.0% | $13.33万 | 加仓 |
| EEMV | ISHARES INC | $224.04万 | 0.84% | 29,761 | -1,226 | -4.0% | -$9.23万 | 减仓 |
| — | LISTED FDS TR | $219.63万 | 0.82% | 51,496 | 3,627 | 7.6% | $15.47万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $219.33万 | 0.82% | 33,066 | -991 | -2.9% | -$6.57万 | 减仓 |
| — | EXXON MOBIL CORP | $215.75万 | 0.81% | 15,780 | 192 | 1.2% | $2.63万 | 加仓 |
| OVL | LISTED FDS TR | $214.50万 | 0.80% | 37,892 | 2,829 | 8.1% | $16.01万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $197.68万 | 0.74% | 12,562 | -993 | -7.3% | -$15.63万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $194.25万 | 0.73% | 2,013 | 7 | 0.3% | $6,755 | 加仓 |
| BAC | BANK OF AMER CORP | $193.12万 | 0.72% | 33,894 | -297 | -0.9% | -$1.69万 | 减仓 |
| RMOP | TIDAL TRUST III | $186.76万 | 0.70% | 73,136 | 3,892 | 5.6% | $9.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $179.89万 | 0.67% | 7,082 | -83 | -1.2% | -$2.11万 | 减仓 |
| HD | HOME DEPOT INC | $175.98万 | 0.66% | 4,990 | 155 | 3.2% | $5.47万 | 加仓 |
| EEM | ISHARES TR | $171.40万 | 0.64% | 25,054 | 846 | 3.5% | $5.79万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $163.26万 | 0.61% | 41,144 | -1,202 | -2.8% | -$4.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $157.68万 | 0.59% | 3,794 | 60 | 1.6% | $2.49万 | 加仓 |
| GE | GE AEROSPACE | $154.58万 | 0.58% | 4,136 | 27 | 0.7% | $1.01万 | 加仓 |
| GOOGL | ALPHABET INC | $154.10万 | 0.58% | 4,312 | 94 | 2.2% | $3.36万 | 加仓 |
| IJH | ISHARES TR | $153.58万 | 0.57% | 19,916 | 1,103 | 5.9% | $8.51万 | 加仓 |
| CSCO | CISCO SYS INC | $144.66万 | 0.54% | 12,316 | -830 | -6.3% | -$9.75万 | 减仓 |
| MRK | MERCK & CO INC | $144.09万 | 0.54% | 11,213 | -29 | -0.3% | -$3,727 | 减仓 |
| ADI | ANALOG DEVICES INC | $129.16万 | 0.48% | 3,252 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $128.96万 | 0.48% | 2,019 | 19 | 0.9% | $1.21万 | 加仓 |
| ABBV | ABBVIE INC | $119.79万 | 0.45% | 4,760 | 28 | 0.6% | $7,047 | 加仓 |
| KO | COCA COLA CO | $119.65万 | 0.45% | 14,723 | -120 | -0.8% | -$9,752 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $118.66万 | 0.44% | 7,561 | -831 | -9.9% | -$13.04万 | 减仓 |
| AMGN | AMGEN INC | $117.08万 | 0.44% | 3,233 | -27 | -0.8% | -$9,778 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $116.99万 | 0.44% | 1,567 | 1 | 0.1% | $747 | 加仓 |
| MS | MORGAN STANLEY | $112.37万 | 0.42% | 5,375 | -345 | -6.0% | -$7.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $106.52万 | 0.40% | 7,264 | 1,357 | 23.0% | $19.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.45万 | 0.40% | 3,785 | -25 | -0.7% | -$7,031 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $105.57万 | 0.39% | 3,544 | 28 | 0.8% | $8,341 | 加仓 |
| IWM | ISHARES TR | $100.61万 | 0.38% | 3,349 | 137 | 4.3% | $4.12万 | 加仓 |
| GEV | GE VERNOVA INC | $94.71万 | 0.35% | 806 | 6 | 0.8% | $7,051 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.42万 | 0.35% | 1,819 | -43 | -2.3% | -$2.21万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $90.04万 | 0.34% | 10,258 | -154 | -1.5% | -$1.35万 | 减仓 |
| PEP | PEPSICO INC | $89.78万 | 0.34% | 6,631 | 351 | 5.6% | $4.75万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.46万 | 0.33% | 12,434 | -368 | -2.9% | -$2.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.12万 | 0.32% | 1,721 | 5 | 0.3% | $2,502 | 加仓 |
| QQQ | INVESCO QQQ TR | $83.19万 | 0.31% | 1,129 | -63 | -5.3% | -$4.64万 | 减仓 |
| MCD | MCDONALDS CORP | $77.82万 | 0.29% | 2,879 | 197 | 7.3% | $5.32万 | 加仓 |
| EDV | VANGUARD WORLD FD | $74.27万 | 0.28% | 11,413 | -2,969 | -20.6% | -$19.32万 | 减仓 |
| PSX | PHILLIPS 66 | $71.59万 | 0.27% | 4,235 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $67.18万 | 0.25% | 10,931 | 60 | 0.6% | $3,688 | 加仓 |
| YORW | YORK WTR CO | $65.19万 | 0.24% | 21,268 | 264 | 1.3% | $8,092 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $64.09万 | 0.24% | 12,129 | 104 | 0.9% | $5,496 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $62.54万 | 0.23% | 14,770 | -124 | -0.8% | -$5,250 | 减仓 |
| CVX | CHEVRON CORPORATION | $61.70万 | 0.23% | 3,722 | 85 | 2.3% | $1.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $61.18万 | 0.23% | 1,653 | -25 | -1.5% | -$9,252 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $58.24万 | 0.22% | 22,444 | 604 | 2.8% | $1.57万 | 加仓 |
| PFE | PFIZER INC | $52.71万 | 0.20% | 21,890 | 27 | 0.1% | $650 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $52.05万 | 0.19% | 30,000 | 5,000 | 20.0% | $8.68万 | 加仓 |
| LMND | LEMONADE INC | $50.38万 | 0.19% | 7,745 | -236 | -3.0% | -$1.54万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $49.26万 | 0.18% | 4,582 | -191 | -4.0% | -$2.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.39万 | 0.18% | 4,062 | 10 | 0.2% | $1,167 | 加仓 |
| META | META PLATFORMS INC | $46.53万 | 0.17% | 826 | 18 | 2.2% | $1.01万 | 加仓 |
| TSLA | TESLA INC | $45.89万 | 0.17% | 1,091 | 162 | 17.4% | $6.81万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $45.19万 | 0.17% | 1,325 | 1 | 0.1% | $341 | 加仓 |
| AMAT | APPLIED MATLS INC | $44.10万 | 0.16% | 610 | 9 | 1.5% | $6,507 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $42.22万 | 0.16% | 10,342 | 440 | 4.4% | $1.80万 | 加仓 |
| TRGP | TARGA RES CORP | $41.72万 | 0.16% | 1,556 | 7 | 0.5% | $1,877 | 加仓 |
| WMT | WALMART INC | $41.41万 | 0.15% | 3,656 | 20 | 0.6% | $2,265 | 加仓 |
| TWLO | TWILIO INC | $40.69万 | 0.15% | 1,972 | -98 | -4.7% | -$2.02万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $37.41万 | 0.14% | 13,515 | -5 | -0.0% | -$138 | 减仓 |
| WFC | WELLS FARGO & CO | $37.38万 | 0.14% | 4,524 | 68 | 1.5% | $5,619 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.27万 | 0.14% | 6,422 | 68 | 1.1% | $3,841 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.05万 | 0.13% | 4,217 | -379 | -8.2% | -$3.24万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $35.91万 | 0.13% | 6,208 | -436 | -6.6% | -$2.52万 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.51万 | 0.12% | 2,720 | -856 | -23.9% | -$10.23万 | 减仓 |
| — | VIRTUS ETF TR II | $31.37万 | 0.12% | 12,190 | -1,227 | -9.1% | -$3.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.78万 | 0.12% | 329 | 39 | 13.4% | $3.65万 | 加仓 |
| V | VISA INC | $30.74万 | 0.11% | 896 | 10 | 1.1% | $3,431 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.11万 | 0.11% | 1,841 | -77 | -4.0% | -$1.26万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.97万 | 0.11% | 1,657 | 8 | 0.5% | $1,447 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $28.48万 | 0.11% | 26,941 | 26,941 | — | $28.48万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $27.62万 | 0.10% | 1,000 | 1,000 | — | $27.62万 | 新建仓 |