Whitaker-Myers Wealth Managers, LTD.
Mansfield OH · SEC CIK 0001973849
$5.02亿2026Q1 申报市值
108持仓数
51.6%前十大占比 · 第一大 7.8%
10 / 14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
VBIL 加仓+$277.95万
VOO 加仓+$242.97万
XLF 加仓+$227.26万
BG 新建仓+$226.65万
KO 新建仓+$221.57万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$229.48万
SHOP 清仓-$174.15万
APP 清仓-$168.99万
RDDT 清仓-$165.76万
ULTA 清仓-$160.21万
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 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $257.42万 | 0.51% | 15,917 | 6,638 | 71.5% | $107.35万 | 加仓 |
| — | WISDOMTREE BITCOIN FD | $277.49万 | 0.55% | 38,696 | 12,389 | 47.1% | $88.84万 | 加仓 |
| AMZN | AMAZON COM INC | $283.20万 | 0.56% | 13,598 | 3,013 | 28.5% | $62.75万 | 加仓 |
| IJK | ISHARES TR | $356.44万 | 0.71% | 35,425 | 4,675 | 15.2% | $47.04万 | 加仓 |
| IJJ | ISHARES TR | $366.59万 | 0.73% | 27,667 | 3,973 | 16.8% | $52.64万 | 加仓 |
| IWS | ISHARES TR | $592.73万 | 1.18% | 40,670 | 1,680 | 4.3% | $24.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $693.19万 | 1.38% | 108,175 | 6,606 | 6.5% | $42.33万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $820.35万 | 1.64% | 210,454 | 28,114 | 15.4% | $109.59万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $991.60万 | 1.98% | 68,016 | 3,135 | 4.8% | $45.70万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,393.46万 | 2.78% | 275,333 | 34,541 | 14.3% | $174.81万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1,411.68万 | 2.81% | 216,781 | 3,271 | 1.5% | $21.30万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1,565.44万 | 3.12% | 454,359 | 29,923 | 7.1% | $103.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,667.41万 | 3.32% | 572,404 | 41,820 | 7.9% | $121.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,751.08万 | 3.49% | 29,304 | 4,066 | 16.1% | $242.97万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,760.92万 | 3.51% | 577,350 | 24,020 | 4.3% | $73.26万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,767.36万 | 3.52% | 233,623 | 36,741 | 18.7% | $277.95万 | 加仓 |
| IWP | ISHARES TR | $1,836.00万 | 3.66% | 143,303 | 7,470 | 5.5% | $95.71万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,181.11万 | 4.35% | 397,723 | 20,616 | 5.5% | $113.06万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,279.65万 | 4.54% | 75,423 | 3,325 | 4.6% | $100.50万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,343.52万 | 4.67% | 107,872 | 4,448 | 4.3% | $96.63万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,386.51万 | 4.76% | 212,872 | 11,634 | 5.8% | $130.43万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,821.26万 | 5.62% | 118,730 | 2,030 | 1.7% | $48.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,008.80万 | 6.00% | 980,705 | 4,748 | 0.5% | $14.57万 | 加仓 |
| DBEF | DBX ETF TR | $3,348.49万 | 6.68% | 677,831 | 18,588 | 2.8% | $91.82万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,920.90万 | 7.82% | 405,471 | 9,817 | 2.5% | $94.93万 | 加仓 |