UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
PITTSBURGH PA · SEC CIK 0002011649
$1.59亿2026Q1 申报市值
98持仓数
63.9%前十大占比 · 第一大 18.1%
11 / 1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
VCRM 新建仓+$286.21万
VCRB 加仓+$225.88万
SCHX 加仓+$129.67万
NVDA 加仓+$127.75万
MU 新建仓+$126.48万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$42.05万
HD 减仓-$24.36万
PG 减仓-$23.63万
LOW 清仓-$21.16万
ORCL 减仓-$19.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,872.74万 | 18.09% | 412,336 | 4,849 | 1.2% | $33.78万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,198.70万 | 13.85% | 763,704 | 45,041 | 6.3% | $129.67万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $928.92万 | 5.85% | 120,396 | 29,276 | 32.1% | $225.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $892.47万 | 5.62% | 42,197 | 6,040 | 16.7% | $127.75万 | 加仓 |
| IWB | ISHARES TR | $859.09万 | 5.41% | 21,509 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $626.72万 | 3.95% | 21,804 | 2,270 | 11.6% | $65.25万 | 加仓 |
| ITOT | ISHARES TR | $526.40万 | 3.32% | 32,902 | -270 | -0.8% | -$4.32万 | 减仓 |
| GOOGL | ALPHABET INC | $472.06万 | 2.97% | 11,861 | 100 | 0.9% | $3.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $403.14万 | 2.54% | 9,581 | 975 | 11.3% | $41.03万 | 加仓 |
| AMZN | AMAZON COM INC | $363.72万 | 2.29% | 13,413 | 1,362 | 11.3% | $36.93万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $346.86万 | 2.18% | 43,013 | 2,788 | 6.9% | $22.48万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $286.21万 | 1.80% | 37,808 | 37,808 | — | $286.21万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $201.74万 | 1.27% | 55,104 | -854 | -1.5% | -$3.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $198.89万 | 1.25% | 6,494 | 1,035 | 19.0% | $31.70万 | 加仓 |
| AVGO | BROADCOM INC | $170.02万 | 1.07% | 4,121 | 56 | 1.4% | $2.31万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $157.58万 | 0.99% | 39,278 | 4,079 | 11.6% | $16.36万 | 加仓 |
| WMT | WALMART INC | $152.92万 | 0.96% | 11,745 | 253 | 2.2% | $3.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $148.77万 | 0.94% | 2,212 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $143.49万 | 0.90% | 3,630 | 2,070 | 132.7% | $81.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.34万 | 0.86% | 1,357 | 17 | 1.3% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO | $129.67万 | 0.82% | 1,330 | 59 | 4.6% | $5.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $126.48万 | 0.80% | 1,956 | 1,956 | — | $126.48万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $122.19万 | 0.77% | 14,858 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $115.63万 | 0.73% | 2,808 | 2 | 0.1% | $824 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $110.20万 | 0.69% | 2,698 | 718 | 36.3% | $29.33万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.34万 | 0.65% | 1,537 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $101.84万 | 0.64% | 1,651 | -231 | -12.3% | -$14.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $98.19万 | 0.62% | 1,413 | 5 | 0.4% | $3,475 | 加仓 |
| MA | MASTERCARD INCORPORATED | $92.82万 | 0.58% | 1,853 | -276 | -13.0% | -$13.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.75万 | 0.53% | 1,784 | 199 | 12.6% | $9.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $74.59万 | 0.47% | 2,615 | 235 | 9.9% | $6.70万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $73.29万 | 0.46% | 3,601 | -2,066 | -36.5% | -$42.05万 | 减仓 |
| V | VISA INC | $72.10万 | 0.45% | 2,244 | -481 | -17.7% | -$15.45万 | 减仓 |
| HD | HOME DEPOT INC | $69.46万 | 0.44% | 2,153 | -755 | -26.0% | -$24.36万 | 减仓 |
| IVV | ISHARES TR | $68.72万 | 0.43% | 935 | -30 | -3.1% | -$2.20万 | 减仓 |
| ABBV | ABBVIE INC | $67.00万 | 0.42% | 3,305 | 453 | 15.9% | $9.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $65.29万 | 0.41% | 1,590 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $64.97万 | 0.41% | 7,362 | 2,920 | 65.7% | $25.77万 | 加仓 |
| IDEV | ISHARES TR | $64.65万 | 0.41% | 7,276 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $63.41万 | 0.40% | 708 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $63.01万 | 0.40% | 4,700 | 243 | 5.5% | $3.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.79万 | 0.40% | 2,822 | 106 | 3.9% | $2.36万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $62.59万 | 0.39% | 9,379 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $60.88万 | 0.38% | 11,809 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.56万 | 0.38% | 828 | 133 | 19.1% | $9.73万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $56.26万 | 0.35% | 9,757 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.16万 | 0.35% | 1,559 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $55.32万 | 0.35% | 1,960 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $53.94万 | 0.34% | 5,853 | 50 | 0.9% | $4,608 | 加仓 |
| INTC | INTEL CORP | $53.48万 | 0.34% | 4,879 | 141 | 3.0% | $1.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.25万 | 0.32% | 1,386 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $47.78万 | 0.30% | 5,042 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $46.99万 | 0.30% | 5,991 | 223 | 3.9% | $1.75万 | 加仓 |
| — | EXXON MOBIL CORP | $45.47万 | 0.29% | 3,102 | 76 | 2.5% | $1.11万 | 加仓 |
| EFA | ISHARES TR | $45.35万 | 0.29% | 4,408 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $44.71万 | 0.28% | 1,576 | -211 | -11.8% | -$5.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $44.61万 | 0.28% | 2,444 | 101 | 4.3% | $1.84万 | 加仓 |
| RTX | RTX CORPORATION | $43.03万 | 0.27% | 2,434 | -69 | -2.8% | -$1.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $38.39万 | 0.24% | 4,850 | 2,000 | 70.2% | $15.83万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $37.65万 | 0.24% | 2,957 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $37.51万 | 0.24% | 4,019 | 66 | 1.7% | $6,159 | 加仓 |
| MRK | MERCK & CO INC | $36.62万 | 0.23% | 3,261 | 12 | 0.4% | $1,347 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.50万 | 0.23% | 4,078 | -44 | -1.1% | -$3,938 | 减仓 |
| COR | CENCORA INC | $36.38万 | 0.23% | 1,423 | -29 | -2.0% | -$7,414 | 减仓 |
| ADI | ANALOG DEVICES INC | $35.75万 | 0.23% | 875 | 6 | 0.7% | $2,451 | 加仓 |
| MS | MORGAN STANLEY | $34.50万 | 0.22% | 1,814 | 500 | 38.1% | $9.51万 | 加仓 |
| MTB | M & T BK CORP | $32.19万 | 0.20% | 1,511 | 500 | 49.5% | $10.65万 | 加仓 |
| T | AT&T INC | $32.05万 | 0.20% | 12,690 | -56 | -0.4% | -$1,415 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.96万 | 0.20% | 2,120 | -1,618 | -43.3% | -$23.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.61万 | 0.19% | 624 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $29.42万 | 0.19% | 5,578 | 200 | 3.7% | $1.06万 | 加仓 |
| SCZ | ISHARES TR | $29.27万 | 0.18% | 3,451 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $28.66万 | 0.18% | 2,643 | 2,643 | — | $28.66万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $27.76万 | 0.17% | 871 | 20 | 2.4% | $6,374 | 加仓 |
| EEM | ISHARES TR | $26.97万 | 0.17% | 4,050 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.62万 | 0.17% | 880 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $26.42万 | 0.17% | 2,022 | 2,022 | — | $26.42万 | 新建仓 |
| BLK | BLACKROCK INC | $25.41万 | 0.16% | 238 | -21 | -8.1% | -$2.24万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.30万 | 0.16% | 1,581 | 1,581 | — | $25.30万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $25.22万 | 0.16% | 1,139 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $25.05万 | 0.16% | 1,393 | 1,393 | — | $25.05万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.81万 | 0.16% | 1,810 | 263 | 17.0% | $3.60万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $24.35万 | 0.15% | 850 | 850 | — | $24.35万 | 新建仓 |
| VST | VISTRA CORP | $24.26万 | 0.15% | 1,576 | -177 | -10.1% | -$2.72万 | 减仓 |
| UNP | UNION PAC CORP | $24.00万 | 0.15% | 906 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.32万 | 0.14% | 965 | 30 | 3.2% | $6,939 | 加仓 |
| APH | AMPHENOL CORP | $22.31万 | 0.14% | 1,633 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.04万 | 0.14% | 1,796 | 1,796 | — | $22.04万 | 新建仓 |
| AMGN | AMGEN INC | $21.32万 | 0.13% | 648 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $21.30万 | 0.13% | 2,438 | -66 | -2.6% | -$5,766 | 重新持有 |
| PLD | PROLOGIS INC. | $20.96万 | 0.13% | 1,473 | 1,473 | — | $20.96万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.60万 | 0.13% | 197 | 197 | — | $20.60万 | 新建仓 |
| ORCL | ORACLE CORP | $20.36万 | 0.13% | 1,047 | -1,026 | -49.5% | -$19.96万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.09万 | 0.13% | 7,467 | 7,467 | — | $20.09万 | 新建仓 |
| PEP | PEPSICO INC | $20.02万 | 0.13% | 1,281 | 14 | 1.1% | $2,188 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.02万 | 0.13% | 643 | -41 | -6.0% | -$1.28万 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $13.09万 | 0.08% | 11,725 | 0 | 0.0% | — | 不变 |
| — | TELA BIO INC | $10.99万 | 0.07% | 99,888 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -760 | -100.0% | -$21.16万 | 清仓 |