UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
PITTSBURGH PA · SEC CIK 0002011649
$1.68亿2026Q2 申报市值
104持仓数
63.2%前十大占比 · 第一大 18.3%
8 / 4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
VEA 加仓+$97.54万
VCRB 加仓+$52.60万
SCHX 加仓+$45.26万
SNOW 新建仓+$40.05万
DFEM 加仓+$27.48万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$141.66万
VCRM 减仓-$122.64万
IWF 减仓-$66.75万
AXTI 清仓-$28.66万
MSTR 清仓-$25.05万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3,080.79万 | 18.35% | 425,817 | 13,481 | 3.3% | $97.54万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,363.86万 | 14.08% | 778,611 | 14,907 | 2.0% | $45.26万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $969.65万 | 5.77% | 127,301 | 6,905 | 5.7% | $52.60万 | 加仓 |
| IWB | ISHARES TR | $905.87万 | 5.39% | 21,509 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $783.38万 | 4.66% | 35,735 | -6,462 | -15.3% | -$141.66万 | 减仓 |
| AAPL | APPLE INC | $683.32万 | 4.07% | 21,972 | 168 | 0.8% | $5.22万 | 加仓 |
| ITOT | ISHARES TR | $554.79万 | 3.30% | 32,902 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $467.57万 | 2.78% | 9,592 | 11 | 0.1% | $5,362 | 加仓 |
| GOOGL | ALPHABET INC | $429.88万 | 2.56% | 11,861 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $378.30万 | 2.25% | 44,209 | 1,196 | 2.8% | $10.23万 | 加仓 |
| AMZN | AMAZON COM INC | $366.63万 | 2.18% | 13,447 | 34 | 0.3% | $9,270 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $233.29万 | 1.39% | 6,494 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $202.18万 | 1.20% | 55,104 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $195.52万 | 1.16% | 2,189 | 233 | 11.9% | $20.81万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $181.09万 | 1.08% | 46,304 | 7,026 | 17.9% | $27.48万 | 加仓 |
| AVGO | BROADCOM INC | $172.37万 | 1.03% | 4,121 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $160.97万 | 0.96% | 21,459 | -16,349 | -43.2% | -$122.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $156.87万 | 0.93% | 2,217 | 5 | 0.2% | $3,538 | 加仓 |
| LLY | ELI LILLY & CO | $155.39万 | 0.93% | 1,328 | -2 | -0.2% | -$2,340 | 减仓 |
| GOOG | ALPHABET INC | $130.73万 | 0.78% | 3,630 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $130.15万 | 0.78% | 2,700 | 2 | 0.1% | $964 | 加仓 |
| WMT | WALMART INC | $129.10万 | 0.77% | 11,492 | -253 | -2.2% | -$2.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.23万 | 0.75% | 1,340 | -17 | -1.3% | -$1.60万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $125.65万 | 0.75% | 14,858 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $122.76万 | 0.73% | 2,085 | 434 | 26.3% | $25.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $117.12万 | 0.70% | 2,053 | 200 | 10.8% | $11.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $107.89万 | 0.64% | 1,537 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $101.71万 | 0.61% | 1,418 | 5 | 0.4% | $3,586 | 加仓 |
| V | VISA INC | $97.37万 | 0.58% | 2,642 | 398 | 17.7% | $14.67万 | 加仓 |
| HD | HOME DEPOT INC | $95.28万 | 0.57% | 2,698 | 545 | 25.3% | $19.25万 | 加仓 |
| TSLA | TESLA INC | $91.10万 | 0.54% | 2,833 | 25 | 0.9% | $8,039 | 加仓 |
| AMAT | APPLIED MATLS INC | $84.94万 | 0.51% | 1,590 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $81.10万 | 0.48% | 3,294 | -11 | -0.3% | -$2,708 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.10万 | 0.48% | 1,563 | -221 | -12.4% | -$11.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.12万 | 0.47% | 3,601 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $72.69万 | 0.43% | 2,822 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $72.62万 | 0.43% | 2,615 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $72.31万 | 0.43% | 935 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $71.11万 | 0.42% | 5,853 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $68.49万 | 0.41% | 11,809 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $67.19万 | 0.40% | 7,276 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $65.88万 | 0.39% | 9,300 | -79 | -0.8% | -$5,597 | 减仓 |
| GILD | GILEAD SCIENCES INC | $61.93万 | 0.37% | 4,700 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $61.67万 | 0.37% | 708 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $58.99万 | 0.35% | 9,757 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $58.75万 | 0.35% | 1,960 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.57万 | 0.35% | 761 | -67 | -8.1% | -$5.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.21万 | 0.34% | 1,386 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.64万 | 0.34% | 1,492 | -67 | -4.3% | -$2.54万 | 减仓 |
| RTX | RTX CORPORATION | $54.11万 | 0.32% | 2,434 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $52.02万 | 0.31% | 5,991 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $51.21万 | 0.30% | 3,488 | 1,368 | 64.5% | $20.08万 | 加仓 |
| INTC | INTEL CORP | $51.20万 | 0.30% | 5,066 | 187 | 3.8% | $1.89万 | 加仓 |
| IXUS | ISHARES TR | $48.75万 | 0.29% | 5,042 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $47.36万 | 0.28% | 4,408 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.74万 | 0.28% | 1,706 | 130 | 8.2% | $3.56万 | 加仓 |
| — | EXXON MOBIL CORP | $46.64万 | 0.28% | 3,076 | -26 | -0.8% | -$3,942 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.59万 | 0.27% | 2,446 | 2 | 0.1% | $373 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.05万 | 0.26% | 4,078 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $43.25万 | 0.26% | 4,850 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $43.04万 | 0.26% | 5,800 | -1,562 | -21.2% | -$11.59万 | 减仓 |
| MRK | MERCK & CO INC | $41.79万 | 0.25% | 3,256 | -5 | -0.2% | -$642 | 减仓 |
| SNOW | SNOWFLAKE INC | $40.05万 | 0.24% | 1,264 | 1,264 | — | $40.05万 | 新建仓 |
| MS | MORGAN STANLEY | $39.59万 | 0.24% | 1,814 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $39.16万 | 0.23% | 2,837 | -120 | -4.1% | -$1.66万 | 减仓 |
| MTB | M & T BK CORP | $38.07万 | 0.23% | 1,511 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.06万 | 0.21% | 624 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $35.28万 | 0.21% | 5,578 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $33.96万 | 0.20% | 3,953 | -66 | -1.6% | -$5,670 | 减仓 |
| GE | GE AEROSPACE | $33.91万 | 0.20% | 890 | 10 | 1.1% | $3,811 | 加仓 |
| T | AT&T INC | $33.71万 | 0.20% | 14,620 | 1,930 | 15.2% | $4.45万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $33.36万 | 0.20% | 1,581 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $33.05万 | 0.20% | 875 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $32.50万 | 0.19% | 1,449 | 310 | 27.2% | $6.95万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $32.10万 | 0.19% | 2,022 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.40万 | 0.18% | 871 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $29.65万 | 0.18% | 3,451 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.68万 | 0.17% | 1,810 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $28.13万 | 0.17% | 1,633 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $26.98万 | 0.16% | 238 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $26.78万 | 0.16% | 906 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $26.62万 | 0.16% | 4,050 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.26万 | 0.16% | 644 | -4 | -0.6% | -$1,631 | 减仓 |
| LRCX | LAM RESEARCH CORP | $26.19万 | 0.16% | 852 | 2 | 0.2% | $615 | 加仓 |
| ORCL | ORACLE CORP | $25.80万 | 0.15% | 1,787 | 740 | 70.7% | $10.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.82万 | 0.15% | 1,052 | 87 | 9.0% | $2.05万 | 加仓 |
| CVS | CVS HEALTH CORP | $24.30万 | 0.14% | 2,452 | 14 | 0.6% | $1,388 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $24.05万 | 0.14% | 1,273 | 1,273 | — | $24.05万 | 新建仓 |
| NOW | SERVICENOW INC | $23.98万 | 0.14% | 2,046 | 2,046 | — | $23.98万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.37万 | 0.13% | 211 | 211 | — | $22.37万 | 新建仓 |
| IWF | ISHARES TR | $22.25万 | 0.13% | 1,796 | -5,388 | -75.0% | -$66.75万 | 减仓 |
| VST | VISTRA CORP | $22.16万 | 0.13% | 1,576 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $22.11万 | 0.13% | 697 | -726 | -51.0% | -$23.03万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.14万 | 0.13% | 828 | 0 | 0.0% | — | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $20.94万 | 0.12% | 7,467 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $20.91万 | 0.12% | 983 | 983 | — | $20.91万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $20.84万 | 0.12% | 2,906 | 2,906 | — | $20.84万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.82万 | 0.12% | 574 | 574 | — | $20.82万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.73万 | 0.12% | 1,473 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $20.31万 | 0.12% | 576 | 576 | — | $20.31万 | 新建仓 |