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 |
|---|---|---|---|---|---|---|---|---|
| — | LISTED FDS TR | $434.76万 | 1.63% | 137,191 | 9,479 | 7.4% | $30.04万 | 加仓 |
| SDY | SPDR SERIES TRUST | $449.91万 | 1.68% | 29,564 | -776 | -2.6% | -$11.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $450.90万 | 1.69% | 7,762 | 4,734 | 156.3% | $275.00万 | 加仓 |
| AVGO | BROADCOM INC | $505.20万 | 1.89% | 13,374 | -939 | -6.6% | -$35.47万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $560.61万 | 2.10% | 162,526 | -5,077 | -3.0% | -$17.51万 | 减仓 |
| AAPL | APPLE INC | $584.20万 | 2.19% | 20,189 | 751 | 3.9% | $21.73万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $614.77万 | 2.30% | 50,271 | 1,334 | 2.7% | $16.31万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $738.13万 | 2.76% | 136,615 | 888 | 0.7% | $4.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.54万 | 2.85% | 38,110 | -1,215 | -3.1% | -$24.31万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $854.09万 | 3.19% | 176,355 | 4,297 | 2.5% | $20.81万 | 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 |
| DGRO | ISHARES TR | $912.72万 | 3.41% | 120,428 | 2,607 | 2.2% | $19.76万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,056.23万 | 3.95% | 333,090 | 7,920 | 2.4% | $25.11万 | 加仓 |
| IDV | ISHARES TR | $1,174.56万 | 4.39% | 283,503 | 10,065 | 3.7% | $41.70万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,230.25万 | 4.60% | 463,895 | 48,324 | 11.6% | $128.16万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $1,231.33万 | 4.61% | 314,557 | 5,345 | 1.7% | $20.92万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,485.83万 | 5.56% | 266,421 | 2,126 | 0.8% | $11.86万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $2,968.83万 | 11.11% | 392,494 | 4,635 | 1.2% | $35.06万 | 加仓 |