Johnson & White Wealth Management, LLC
YORK PA · SEC CIK 0001954136
$2.36亿2026Q1 申报市值
106持仓数
48.8%前十大占比 · 第一大 11.5%
1 / 4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
HMOP 加仓+$210.48万
PYLD 加仓+$187.01万
RMOP 加仓+$108.29万
PXF 加仓+$46.55万
PRFZ 加仓+$43.40万
2026Q1 卖出最多 按季末市值估算
QEFA 减仓-$37.12万
NVDA 减仓-$36.19万
JEPQ 减仓-$30.24万
AAPL 减仓-$26.52万
JNJ 减仓-$26.30万
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 |
|---|---|---|---|---|---|---|---|---|
| SPGP | INVESCO EXCHANGE TRADED FD T | $526.66万 | 2.23% | 48,937 | 3,196 | 7.0% | $34.40万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $577.46万 | 2.44% | 167,603 | -2,862 | -1.7% | -$9.86万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $645.11万 | 2.73% | 135,727 | 6,273 | 4.8% | $29.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $685.84万 | 2.90% | 39,325 | -2,075 | -5.0% | -$36.19万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $817.81万 | 3.46% | 303,907 | 11,814 | 4.0% | $31.79万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $826.74万 | 3.50% | 172,058 | 8,019 | 4.9% | $38.53万 | 加仓 |
| DGRO | ISHARES TR | $826.87万 | 3.50% | 117,821 | 4,946 | 4.4% | $34.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $997.62万 | 4.22% | 325,170 | 10,612 | 3.4% | $32.56万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,088.80万 | 4.61% | 415,571 | 71,376 | 20.7% | $187.01万 | 加仓 |
| IDV | ISHARES TR | $1,163.75万 | 4.92% | 273,438 | 6,598 | 2.5% | $28.08万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $1,197.89万 | 5.07% | 309,212 | 54,332 | 21.3% | $210.48万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,212.32万 | 5.13% | 264,295 | 9,462 | 3.7% | $43.40万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $2,711.14万 | 11.47% | 387,859 | 6,660 | 1.7% | $46.55万 | 加仓 |