HRC WEALTH MANAGEMENT, LLC
Moscow ID · SEC CIK 0002009521
$2.44亿2026Q2 申报市值
65持仓数
85.8%前十大占比 · 第一大 31.0%
6 / 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
SLYG 加仓+$32.30万
QQQ 加仓+$30.56万
SPMO 新建仓+$24.04万
VOO 新建仓+$23.02万
PANW 新建仓+$22.20万
2026Q2 卖出最多 按季末市值估算
SCHX 减仓-$38.67万
SCHG 减仓-$36.24万
SCHV 减仓-$21.93万
BND 清仓-$21.30万
IMCG 减仓-$12.29万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,892 | -100.0% | -$21.30万 | 清仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $11.16万 | 0.05% | 20,476 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.53万 | 0.08% | 1,470 | 1,470 | — | $20.53万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.09% | 800 | 800 | — | $20.84万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.21万 | 0.09% | 5,011 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.54万 | 0.09% | 1,299 | -139 | -9.7% | -$2.30万 | 减仓 |
| SMH | VANECK ETF TRUST | $22.14万 | 0.09% | 338 | 338 | — | $22.14万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.20万 | 0.09% | 651 | 651 | — | $22.20万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.55万 | 0.09% | 6,136 | 13 | 0.2% | $478 | 加仓 |
| VOO | VANGUARD INDEX FDS | $23.02万 | 0.09% | 335 | 335 | — | $23.02万 | 新建仓 |
| IVW | ISHARES TR | $23.57万 | 0.10% | 1,714 | 0 | 0.0% | — | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $24.04万 | 0.10% | 1,488 | 1,488 | — | $24.04万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $24.09万 | 0.10% | 5,293 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.38万 | 0.10% | 2,241 | 68 | 3.1% | $7,701 | 加仓 |
| META | META PLATFORMS INC | $25.97万 | 0.11% | 461 | 1 | 0.2% | $563 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.66万 | 0.11% | 4,720 | 89 | 1.9% | $5,027 | 加仓 |
| SBUX | STARBUCKS CORP | $26.97万 | 0.11% | 2,639 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $27.42万 | 0.11% | 5,809 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $31.46万 | 0.13% | 1,239 | 3 | 0.2% | $762 | 加仓 |
| WFC | WELLS FARGO & CO | $31.70万 | 0.13% | 3,836 | 1 | 0.0% | $83 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.95万 | 0.13% | 1,007 | 11 | 1.1% | $3,600 | 加仓 |
| — | EXXON MOBIL CORP | $34.36万 | 0.14% | 2,513 | -194 | -7.2% | -$2.65万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.32万 | 0.16% | 1,758 | 529 | 43.0% | $11.53万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $39.37万 | 0.16% | 7,549 | -507 | -6.3% | -$2.64万 | 减仓 |
| GOOGL | ALPHABET INC | $42.05万 | 0.17% | 1,177 | -29 | -2.4% | -$1.04万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $44.47万 | 0.18% | 34,178 | 790 | 2.4% | $1.03万 | 加仓 |
| AVGO | BROADCOM INC | $49.67万 | 0.20% | 1,315 | 22 | 1.7% | $8,310 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $52.34万 | 0.21% | 6,776 | -231 | -3.3% | -$1.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $53.23万 | 0.22% | 3,368 | 435 | 14.8% | $6.87万 | 加仓 |
| USB | US BANCORP | $54.52万 | 0.22% | 9,027 | 58 | 0.6% | $3,503 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.67万 | 0.26% | 691 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $67.13万 | 0.27% | 5,947 | 180 | 3.1% | $2.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $67.18万 | 0.27% | 7,799 | 533 | 7.3% | $4.59万 | 加仓 |
| IWY | ISHARES TR | $67.36万 | 0.28% | 2,318 | 2 | 0.1% | $581 | 加仓 |
| ITA | ISHARES TR | $70.16万 | 0.29% | 2,894 | 2 | 0.1% | $485 | 加仓 |
| IWF | ISHARES TR | $71.68万 | 0.29% | 5,773 | -79 | -1.3% | -$9,809 | 减仓 |
| EFG | ISHARES TR | $74.91万 | 0.31% | 6,021 | -185 | -3.0% | -$2.30万 | 减仓 |
| AMZN | AMAZON COM INC | $84.18万 | 0.34% | 3,532 | 3 | 0.1% | $715 | 加仓 |
| MSFT | MICROSOFT CORP | $84.54万 | 0.35% | 2,266 | -43 | -1.9% | -$1.60万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $86.27万 | 0.35% | 5,070 | 600 | 13.4% | $10.21万 | 加仓 |
| TSLA | TESLA INC | $88.58万 | 0.36% | 2,106 | -30 | -1.4% | -$1.26万 | 减仓 |
| MGC | VANGUARD WORLD FD | $93.80万 | 0.38% | 3,428 | 2 | 0.1% | $547 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.97万 | 0.38% | 1,878 | -15 | -0.8% | -$7,506 | 减仓 |
| AGG | ISHARES TR | $94.55万 | 0.39% | 9,552 | -878 | -8.4% | -$8.69万 | 减仓 |
| IVV | ISHARES TR | $95.76万 | 0.39% | 1,279 | 4 | 0.3% | $2,995 | 加仓 |
| IEFA | ISHARES TR | $99.11万 | 0.41% | 10,262 | -3 | -0.0% | -$290 | 减仓 |
| IMCG | ISHARES TR | $99.94万 | 0.41% | 10,166 | -1,250 | -10.9% | -$12.29万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $100.31万 | 0.41% | 32,254 | 122 | 0.4% | $3,794 | 加仓 |
| GOOG | ALPHABET INC | $115.23万 | 0.47% | 3,261 | 20 | 0.6% | $7,067 | 加仓 |
| BA | BOEING CO | $118.65万 | 0.49% | 5,481 | -128 | -2.3% | -$2.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $124.54万 | 0.51% | 14,568 | 521 | 3.7% | $4.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.89万 | 0.54% | 3,591 | -88 | -2.4% | -$3.26万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $137.91万 | 0.56% | 7,238 | 936 | 14.9% | $17.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $140.74万 | 0.58% | 11,775 | 1,767 | 17.7% | $21.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.61% | 2 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $163.65万 | 0.67% | 11,034 | 230 | 2.1% | $3.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.64万 | 0.97% | 11,827 | 93 | 0.8% | $1.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $249.97万 | 1.02% | 3,395 | 415 | 13.9% | $30.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $252.44万 | 1.03% | 16,084 | -351 | -2.1% | -$5.51万 | 减仓 |
| AAPL | APPLE INC | $685.62万 | 2.81% | 23,694 | -26 | -0.1% | -$7,523 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $870.79万 | 3.56% | 274,610 | 2,196 | 0.8% | $6.96万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $939.11万 | 3.84% | 78,831 | 2,711 | 3.6% | $32.30万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,957.53万 | 8.01% | 63,909 | 59 | 0.1% | $1.81万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,659.92万 | 14.97% | 1,243,601 | -13,139 | -1.0% | -$38.67万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $4,533.16万 | 18.55% | 1,302,258 | -6,301 | -0.5% | -$21.93万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $7,575.58万 | 30.99% | 2,238,645 | -10,709 | -0.5% | -$36.24万 | 减仓 |