HRC WEALTH MANAGEMENT, LLC
Moscow ID · SEC CIK 0002009521
$2.12亿2026Q1 申报市值
59持仓数
85.9%前十大占比 · 第一大 31.0%
3 / 0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
VOT 加仓+$794.16万
SCHV 加仓+$65.31万
SCHD 加仓+$58.95万
VTI 加仓+$56.75万
IEFA 加仓+$45.18万
2026Q1 卖出最多 按季末市值估算
BPRE 减仓-$22.15万
AHR 减仓-$11.22万
GBTC 减仓-$7.55万
FHLC 减仓-$5.49万
VXUS 减仓-$3.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $6,552.37万 | 30.96% | 2,249,354 | 1,291 | 0.1% | $3.76万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,991.11万 | 18.86% | 1,308,559 | 21,413 | 1.7% | $65.31万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,222.28万 | 15.22% | 1,256,740 | 4,559 | 0.4% | $11.69万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,643.18万 | 7.76% | 63,850 | 30,859 | 93.5% | $794.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $835.77万 | 3.95% | 272,414 | 19,213 | 7.6% | $58.95万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $735.47万 | 3.47% | 76,120 | 1,745 | 2.3% | $16.86万 | 加仓 |
| AAPL | APPLE INC | $601.99万 | 2.84% | 23,720 | 23 | 0.1% | $5,837 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $227.32万 | 1.07% | 16,435 | 140 | 0.9% | $1.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $204.64万 | 0.97% | 11,734 | 372 | 3.3% | $6.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $171.97万 | 0.81% | 2,980 | 231 | 8.4% | $13.33万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.68% | 2 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $134.31万 | 0.63% | 10,804 | 623 | 6.1% | $7.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $118.02万 | 0.56% | 3,679 | 1,769 | 92.6% | $56.75万 | 加仓 |
| BA | BOEING CO | $111.64万 | 0.53% | 5,609 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $108.32万 | 0.51% | 14,047 | -392 | -2.7% | -$3.02万 | 减仓 |
| AGG | ISHARES TR | $103.54万 | 0.49% | 10,430 | 1,689 | 19.3% | $16.77万 | 加仓 |
| GOOG | ALPHABET INC | $92.97万 | 0.44% | 3,241 | 10 | 0.3% | $2,869 | 加仓 |
| IEFA | ISHARES TR | $92.93万 | 0.44% | 10,265 | 4,991 | 94.6% | $45.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.71万 | 0.43% | 1,893 | 869 | 84.9% | $41.64万 | 加仓 |
| IMCG | ISHARES TR | $89.92万 | 0.42% | 11,416 | -226 | -1.9% | -$1.78万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $89.49万 | 0.42% | 32,132 | 179 | 0.6% | $4,985 | 加仓 |
| VGT | VANGUARD WORLD FD | $87.29万 | 0.41% | 1,251 | 70 | 5.9% | $4.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $85.46万 | 0.40% | 2,309 | -13 | -0.6% | -$4,811 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $83.75万 | 0.40% | 6,302 | 438 | 7.5% | $5.82万 | 加仓 |
| IVV | ISHARES TR | $83.31万 | 0.39% | 1,275 | 45 | 3.7% | $2.94万 | 加仓 |
| MGC | VANGUARD WORLD FD | $80.97万 | 0.38% | 3,426 | 23 | 0.7% | $5,436 | 加仓 |
| TSLA | TESLA INC | $79.41万 | 0.38% | 2,136 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $73.50万 | 0.35% | 3,529 | 270 | 8.3% | $5.62万 | 加仓 |
| EFG | ISHARES TR | $69.12万 | 0.33% | 6,206 | -158 | -2.5% | -$1.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.85万 | 0.33% | 691 | -9 | -1.3% | -$8,967 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $64.83万 | 0.31% | 4,470 | 1,397 | 45.5% | $20.26万 | 加仓 |
| ITA | ISHARES TR | $63.27万 | 0.30% | 2,892 | -59 | -2.0% | -$1.29万 | 减仓 |
| IWF | ISHARES TR | $62.37万 | 0.29% | 1,463 | 3 | 0.2% | $1,279 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $59.61万 | 0.28% | 5,767 | 1,849 | 47.2% | $19.11万 | 加仓 |
| IWY | ISHARES TR | $57.62万 | 0.27% | 2,316 | 15 | 0.7% | $3,732 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $55.46万 | 0.26% | 33,388 | -13,336 | -28.5% | -$22.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $52.89万 | 0.25% | 1,211 | 664 | 121.4% | $29.00万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $49.30万 | 0.23% | 7,007 | -780 | -10.0% | -$5.49万 | 减仓 |
| USB | US BANCORP | $46.65万 | 0.22% | 8,969 | 59 | 0.7% | $3,069 | 加仓 |
| — | EXXON MOBIL CORP | $45.92万 | 0.22% | 2,707 | 57 | 2.2% | $9,670 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $43.43万 | 0.21% | 2,933 | 104 | 3.7% | $1.54万 | 加仓 |
| AVGO | BROADCOM INC | $40.01万 | 0.19% | 1,293 | -29 | -2.2% | -$8,975 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $37.99万 | 0.18% | 8,056 | -2,379 | -22.8% | -$11.22万 | 减仓 |
| GOOGL | ALPHABET INC | $34.68万 | 0.16% | 1,206 | -32 | -2.6% | -$9,202 | 减仓 |
| WFC | WELLS FARGO & CO | $30.53万 | 0.14% | 3,835 | 3 | 0.1% | $239 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.21万 | 0.14% | 1,236 | -9 | -0.7% | -$2,200 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.75万 | 0.14% | 1,438 | 144 | 11.1% | $2.98万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $29.31万 | 0.14% | 996 | -16 | -1.6% | -$4,708 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.93万 | 0.13% | 5,293 | -1,431 | -21.3% | -$7.55万 | 减仓 |
| WMT | WALMART INC | $27.00万 | 0.13% | 2,173 | -36 | -1.6% | -$4,473 | 减仓 |
| META | META PLATFORMS INC | $26.31万 | 0.12% | 460 | 8 | 1.8% | $4,575 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.25万 | 0.12% | 4,631 | 1,072 | 30.1% | $6.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.16万 | 0.12% | 5,011 | 13 | 0.3% | $653 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.11万 | 0.11% | 1,229 | 1,229 | — | $24.11万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.65万 | 0.11% | 2,639 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.35万 | 0.11% | 5,809 | 5,809 | — | $23.35万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.17万 | 0.11% | 6,123 | 6,123 | — | $23.17万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.30万 | 0.10% | 2,892 | -156 | -5.1% | -$1.15万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $11.47万 | 0.05% | 20,476 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |