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 |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | $2,711.14万 | 11.47% | 387,859 | 6,660 | 1.7% | $46.55万 | 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 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $1,197.89万 | 5.07% | 309,212 | 54,332 | 21.3% | $210.48万 | 加仓 |
| IDV | ISHARES TR | $1,163.75万 | 4.92% | 273,438 | 6,598 | 2.5% | $28.08万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,088.80万 | 4.61% | 415,571 | 71,376 | 20.7% | $187.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $997.62万 | 4.22% | 325,170 | 10,612 | 3.4% | $32.56万 | 加仓 |
| DGRO | ISHARES TR | $826.87万 | 3.50% | 117,821 | 4,946 | 4.4% | $34.71万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $826.74万 | 3.50% | 172,058 | 8,019 | 4.9% | $38.53万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $817.81万 | 3.46% | 303,907 | 11,814 | 4.0% | $31.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $685.84万 | 2.90% | 39,325 | -2,075 | -5.0% | -$36.19万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $645.11万 | 2.73% | 135,727 | 6,273 | 4.8% | $29.82万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $577.46万 | 2.44% | 167,603 | -2,862 | -1.7% | -$9.86万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $526.66万 | 2.23% | 48,937 | 3,196 | 7.0% | $34.40万 | 加仓 |
| AAPL | APPLE INC | $493.31万 | 2.09% | 19,438 | -1,045 | -5.1% | -$26.52万 | 减仓 |
| AVGO | BROADCOM INC | $442.99万 | 1.87% | 14,313 | -177 | -1.2% | -$5.48万 | 减仓 |
| SDY | SPDR SERIES TRUST | $442.78万 | 1.87% | 30,340 | -1,713 | -5.3% | -$25.00万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $391.75万 | 1.66% | 42,001 | -3,980 | -8.7% | -$37.12万 | 减仓 |
| — | LISTED FDS TR | $374.84万 | 1.59% | 127,712 | 6,247 | 5.1% | $18.33万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $356.44万 | 1.51% | 48,734 | 212 | 0.4% | $1.55万 | 加仓 |
| EFA | ISHARES TR | $281.32万 | 1.19% | 28,964 | -1,170 | -3.9% | -$11.36万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $274.45万 | 1.16% | 31,026 | 458 | 1.5% | $4.05万 | 加仓 |
| — | EXXON MOBIL CORP | $264.46万 | 1.12% | 15,588 | -210 | -1.3% | -$3.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $233.63万 | 0.99% | 7,942 | -5 | -0.1% | -$1,471 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $214.45万 | 0.91% | 34,057 | 47 | 0.1% | $2,960 | 加仓 |
| MSFT | MICROSOFT CORP | $203.57万 | 0.86% | 5,499 | -265 | -4.6% | -$9.81万 | 减仓 |
| AMZN | AMAZON COM INC | $201.06万 | 0.85% | 9,654 | -404 | -4.0% | -$8.41万 | 减仓 |
| EEMV | ISHARES INC | $200.58万 | 0.85% | 30,987 | -327 | -1.0% | -$2.12万 | 减仓 |
| IVV | ISHARES TR | $194.89万 | 0.82% | 2,984 | -43 | -1.4% | -$2.81万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $185.82万 | 0.79% | 13,555 | -50 | -0.4% | -$6,854 | 减仓 |
| OVL | LISTED FDS TR | $176.37万 | 0.75% | 35,063 | 1,958 | 5.9% | $9.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $175.15万 | 0.74% | 7,165 | -1,076 | -13.1% | -$26.30万 | 减仓 |
| — | LISTED FDS TR | $174.09万 | 0.74% | 47,869 | 2,658 | 5.9% | $9.67万 | 加仓 |
| RMOP | TIDAL TRUST III | $172.21万 | 0.73% | 69,244 | 43,543 | 169.4% | $108.29万 | 加仓 |
| BAC | BANK AMERICA CORP | $166.68万 | 0.71% | 34,191 | 184 | 0.5% | $8,970 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $162.02万 | 0.69% | 42,346 | -2,265 | -5.1% | -$8.67万 | 减仓 |
| HD | HOME DEPOT INC | $159.03万 | 0.67% | 4,835 | -29 | -0.6% | -$9,539 | 减仓 |
| EEM | ISHARES TR | $137.48万 | 0.58% | 24,208 | -655 | -2.6% | -$3.72万 | 减仓 |
| MRK | MERCK & CO INC | $135.24万 | 0.57% | 11,242 | 15 | 0.1% | $1,804 | 加仓 |
| IJH | ISHARES TR | $127.05万 | 0.54% | 18,813 | -299 | -1.6% | -$2.02万 | 减仓 |
| GOOGL | ALPHABET INC | $121.29万 | 0.51% | 4,218 | -423 | -9.1% | -$12.16万 | 减仓 |
| GE | GE AEROSPACE | $116.61万 | 0.49% | 4,109 | -168 | -3.9% | -$4.77万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $116.08万 | 0.49% | 8,392 | 96 | 1.2% | $1.33万 | 加仓 |
| AMGN | AMGEN INC | $114.70万 | 0.49% | 3,260 | 38 | 1.2% | $1.34万 | 加仓 |
| KO | COCA COLA CO | $112.88万 | 0.48% | 14,843 | 83 | 0.6% | $6,312 | 加仓 |
| ADI | ANALOG DEVICES INC | $103.46万 | 0.44% | 3,252 | -22 | -0.7% | -$6,999 | 减仓 |
| ABBV | ABBVIE INC | $102.91万 | 0.44% | 4,732 | 40 | 0.9% | $8,699 | 加仓 |
| CSCO | CISCO SYS INC | $102.00万 | 0.43% | 13,146 | 31 | 0.2% | $2,405 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.83万 | 0.43% | 1,566 | -102 | -6.1% | -$6.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.03万 | 0.43% | 3,734 | 65 | 1.8% | $1.76万 | 加仓 |
| PEP | PEPSICO INC | $97.53万 | 0.41% | 6,280 | 124 | 2.0% | $1.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $96.71万 | 0.41% | 10,412 | 76 | 0.7% | $7,059 | 加仓 |
| MS | MORGAN STANLEY | $94.13万 | 0.40% | 5,720 | 336 | 6.2% | $5.53万 | 加仓 |
| EDV | VANGUARD WORLD FD | $93.41万 | 0.40% | 14,382 | -2,807 | -16.3% | -$18.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $93.03万 | 0.39% | 1,862 | -35 | -1.8% | -$1.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.34万 | 0.39% | 3,810 | -53 | -1.4% | -$1.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.32万 | 0.36% | 5,907 | -117 | -1.9% | -$1.69万 | 减仓 |
| MO | ALTRIA GROUP INC | $84.48万 | 0.36% | 12,802 | 98 | 0.8% | $6,467 | 加仓 |
| MCD | MCDONALDS CORP | $83.37万 | 0.35% | 2,682 | 191 | 7.7% | $5.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.23万 | 0.35% | 1,716 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $79.66万 | 0.34% | 3,212 | -87 | -2.6% | -$2.16万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $78.59万 | 0.33% | 2,006 | -4 | -0.2% | -$1,567 | 减仓 |
| PSX | PHILLIPS 66 | $77.15万 | 0.33% | 4,235 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $75.26万 | 0.32% | 3,637 | -139 | -3.7% | -$2.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.77万 | 0.32% | 14,894 | -494 | -3.2% | -$2.48万 | 减仓 |
| GEV | GE VERNOVA INC | $69.84万 | 0.30% | 800 | 22 | 2.8% | $1.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.82万 | 0.29% | 1,192 | -39 | -3.2% | -$2.25万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $65.50万 | 0.28% | 21,840 | -551 | -2.5% | -$1.65万 | 减仓 |
| YORW | YORK WTR CO | $63.96万 | 0.27% | 21,004 | -393 | -1.8% | -$1.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.60万 | 0.26% | 3,028 | 16 | 0.5% | $3,255 | 加仓 |
| PFE | PFIZER INC | $61.39万 | 0.26% | 21,863 | -874 | -3.8% | -$2.45万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.36万 | 0.26% | 10,871 | -5,447 | -33.4% | -$30.24万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $59.53万 | 0.25% | 12,025 | -1,503 | -11.1% | -$7.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.27万 | 0.25% | 4,052 | -382 | -8.6% | -$5.59万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $54.10万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $53.82万 | 0.23% | 1,678 | -22 | -1.3% | -$7,057 | 减仓 |
| LMND | LEMONADE INC | $50.02万 | 0.21% | 7,981 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $46.96万 | 0.20% | 4,773 | -248 | -4.9% | -$2.44万 | 减仓 |
| META | META PLATFORMS INC | $46.23万 | 0.20% | 808 | 5 | 0.6% | $2,861 | 加仓 |
| WMT | WALMART INC | $45.19万 | 0.19% | 3,636 | -1,947 | -34.9% | -$24.20万 | 减仓 |
| TRGP | TARGA RES CORP | $38.84万 | 0.16% | 1,549 | 6 | 0.4% | $1,505 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $38.30万 | 0.16% | 6,644 | 67 | 1.0% | $3,862 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $37.62万 | 0.16% | 25,000 | 5,000 | 25.0% | $7.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.02万 | 0.15% | 6,354 | -3,432 | -35.1% | -$19.45万 | 减仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $35.73万 | 0.15% | 9,902 | 12 | 0.1% | $433 | 加仓 |
| WFC | WELLS FARGO & CO | $35.47万 | 0.15% | 4,456 | -6 | -0.1% | -$478 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.44万 | 0.15% | 4,596 | 2 | 0.0% | $154 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.83万 | 0.15% | 3,516 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $33.98万 | 0.14% | 13,417 | -1,044 | -7.2% | -$2.64万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $33.19万 | 0.14% | 13,520 | -433 | -3.1% | -$1.06万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $33.10万 | 0.14% | 1,918 | -18 | -0.9% | -$3,106 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $32.71万 | 0.14% | 16,468 | -387 | -2.3% | -$7,686 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.19万 | 0.13% | 447 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $29.66万 | 0.13% | 25,572 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.90万 | 0.12% | 290 | 15 | 5.5% | $1.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.26万 | 0.12% | 1,649 | 0 | 0.0% | — | 不变 |
| — | NUVEEN PA INVT QUALITY MUN F | $27.17万 | 0.11% | 22,777 | 132 | 0.6% | $1,575 | 加仓 |
| V | VISA INC | $26.78万 | 0.11% | 886 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $26.04万 | 0.11% | 2,070 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $26.02万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.96万 | 0.09% | 515 | 0 | 0.0% | — | 不变 |