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 |
|---|---|---|---|---|---|---|---|---|
| XRAY | DENTSPLY SIRONA INC | $27.13万 | 0.10% | 25,572 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.01万 | 0.10% | 626 | 626 | — | $27.01万 | 新建仓 |
| INTC | INTEL CORP | $26.68万 | 0.10% | 1,911 | 1,911 | — | $26.68万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $25.86万 | 0.10% | 224 | 224 | — | $25.86万 | 新建仓 |
| IWF | ISHARES TR | $25.58万 | 0.10% | 2,060 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $25.20万 | 0.09% | 1,512 | 12 | 0.8% | $2,000 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.72万 | 0.09% | 1,004 | 22 | 2.2% | $5,417 | 加仓 |
| TECH | BIO-TECHNE CORP | $24.11万 | 0.09% | 3,412 | 0 | 0.0% | — | 重新持有 |
| ARTNA | ARTESIAN RES CORP | $21.86万 | 0.08% | 6,430 | -219 | -3.3% | -$7,444 | 减仓 |
| VOO | VANGUARD INDEX FDS | $21.63万 | 0.08% | 315 | 315 | — | $21.63万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $21.55万 | 0.08% | 14,338 | -2,130 | -12.9% | -$3.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.93万 | 0.08% | 608 | -20 | -3.2% | -$6,886 | 重新持有 |
| CAT | CATERPILLAR INC | $20.87万 | 0.08% | 196 | 196 | — | $20.87万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $20.63万 | 0.08% | 5,647 | 5,647 | — | $20.63万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.58万 | 0.04% | 12,159 | 248 | 2.1% | $1,954 | 加仓 |
| — | ELAUWIT CONNECTION INC | $8.06万 | 0.03% | 11,248 | 11,248 | — | $8.06万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $5.91万 | 0.02% | 10,000 | -1,605 | -13.8% | -$9,486 | 减仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -22,777 | -100.0% | -$27.17万 | 清仓 |