Whitaker-Myers Wealth Managers, LTD.
Mansfield OH · SEC CIK 0001973849
$5.99亿2026Q2 申报市值
113持仓数
52.9%前十大占比 · 第一大 7.5%
10 / 8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
VBIL 加仓+$434.40万
XLK 加仓+$281.02万
JPST 加仓+$278.45万
MOAT 加仓+$262.29万
DELL 新建仓+$244.34万
2026Q2 卖出最多 按季末市值估算
KO 清仓-$221.57万
AXP 清仓-$211.74万
PANW 清仓-$210.79万
FSLR 清仓-$194.08万
QXO 清仓-$193.94万
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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $433.57万 | 0.72% | 36,899 | 1,474 | 4.2% | $17.32万 | 加仓 |
| IWS | ISHARES TR | $678.67万 | 1.13% | 41,232 | 562 | 1.4% | $9.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $775.63万 | 1.30% | 108,861 | 686 | 0.6% | $4.89万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,023.38万 | 1.71% | 236,456 | 26,002 | 12.4% | $112.54万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,081.01万 | 1.81% | 70,063 | 2,047 | 3.0% | $31.58万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1,638.00万 | 2.74% | 230,965 | 14,184 | 6.5% | $100.59万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,670.81万 | 2.79% | 330,396 | 55,063 | 20.0% | $278.45万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1,763.01万 | 2.94% | 511,114 | 56,755 | 12.5% | $195.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,960.40万 | 3.27% | 579,315 | 6,911 | 1.2% | $23.39万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,006.42万 | 3.35% | 576,393 | -957 | -0.2% | -$3.33万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,074.01万 | 3.46% | 30,198 | 894 | 3.1% | $61.40万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,202.46万 | 3.68% | 291,022 | 57,399 | 24.6% | $434.40万 | 加仓 |
| IWP | ISHARES TR | $2,261.01万 | 3.78% | 154,430 | 11,127 | 7.8% | $162.91万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,606.95万 | 4.35% | 432,402 | 34,679 | 8.7% | $209.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,786.63万 | 4.65% | 114,681 | 6,809 | 6.3% | $165.45万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,864.32万 | 4.78% | 78,324 | 2,901 | 3.8% | $106.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,304.22万 | 5.52% | 1,042,013 | 61,308 | 6.3% | $194.41万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,566.32万 | 5.96% | 220,770 | 7,898 | 3.7% | $127.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,735.75万 | 6.24% | 123,304 | 4,574 | 3.9% | $138.58万 | 加仓 |
| DBEF | DBX ETF TR | $3,877.81万 | 6.48% | 709,831 | 32,000 | 4.7% | $174.82万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,477.57万 | 7.48% | 430,701 | 25,230 | 6.2% | $262.29万 | 加仓 |