Randall & Associates Wealth Management
BUTLER PA · SEC CIK 0002011901
$1.62亿2026Q2 申报市值
52持仓数
76.0%前十大占比 · 第一大 11.8%
8 / 13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
MGK 加仓+$451.34万
EMXC 加仓+$417.91万
SDVY 加仓+$316.15万
IEFA 加仓+$240.01万
BRK/B 新建仓+$65.70万
2026Q2 卖出最多 按季末市值估算
VWO 清仓-$423.76万
GSLC 减仓-$342.15万
RODM 清仓-$254.32万
FTCS 减仓-$180.26万
PSX 清仓-$69.52万
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -78,402 | -100.0% | -$423.76万 | 清仓 |
| RODM | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -64,516 | -100.0% | -$254.32万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -3,816 | -100.0% | -$69.52万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,479 | -100.0% | -$52.04万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,089 | -100.0% | -$47.97万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -7,450 | -100.0% | -$40.92万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,945 | -100.0% | -$39.52万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,662 | -100.0% | -$27.60万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -534 | -100.0% | -$26.68万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,248 | -100.0% | -$24.75万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,560 | -100.0% | -$21.74万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -657 | -100.0% | -$20.42万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -978 | -100.0% | -$20.23万 | 清仓 |
| INTU | INTUIT | $22.11万 | 0.14% | 847 | 540 | 175.9% | $14.09万 | 重新持有 |
| HD | HOME DEPOT INC | $23.59万 | 0.15% | 669 | -824 | -55.2% | -$29.06万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.66万 | 0.15% | 1,801 | 112 | 6.6% | $1.53万 | 加仓 |
| MDT | MEDTRONIC PLC | $26.14万 | 0.16% | 3,342 | -190 | -5.4% | -$1.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.22万 | 0.17% | 291 | 85 | 41.3% | $7.95万 | 加仓 |
| LIN | LINDE PLC | $27.24万 | 0.17% | 525 | 525 | — | $27.24万 | 新建仓 |
| WELL | WELLTOWER INC | $27.30万 | 0.17% | 1,203 | 1,203 | — | $27.30万 | 新建仓 |
| NKE | NIKE INC | $27.52万 | 0.17% | 6,703 | 6,703 | — | $27.52万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $28.61万 | 0.18% | 5,675 | 5,675 | — | $28.61万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $29.31万 | 0.18% | 2,510 | 2,510 | — | $29.31万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $30.05万 | 0.19% | 1,306 | 48 | 3.8% | $1.10万 | 加仓 |
| PPG | PPG INDS INC | $32.30万 | 0.20% | 2,663 | -508 | -16.0% | -$6.16万 | 减仓 |
| WMT | WALMART INC | $33.13万 | 0.20% | 2,925 | 899 | 44.4% | $10.18万 | 加仓 |
| ADI | ANALOG DEVICES INC | $33.64万 | 0.21% | 847 | -311 | -26.9% | -$12.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.30万 | 0.23% | 1,053 | 1,053 | — | $37.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.40万 | 0.24% | 948 | 948 | — | $39.40万 | 新建仓 |
| V | VISA INC | $40.35万 | 0.25% | 1,176 | 80 | 7.3% | $2.74万 | 加仓 |
| BLK | BLACKROCK INC | $40.96万 | 0.25% | 426 | -88 | -17.1% | -$8.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $42.15万 | 0.26% | 1,414 | -402 | -22.1% | -$11.98万 | 减仓 |
| — | EXXON MOBIL CORP | $43.52万 | 0.27% | 3,183 | 1,193 | 59.9% | $16.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.99万 | 0.28% | 5,126 | 516 | 11.2% | $4.53万 | 加仓 |
| META | META PLATFORMS INC | $50.25万 | 0.31% | 892 | 59 | 7.1% | $3.32万 | 加仓 |
| CSCO | CISCO SYS INC | $58.45万 | 0.36% | 4,976 | -1,926 | -27.9% | -$22.62万 | 减仓 |
| AVGO | BROADCOM INC | $61.91万 | 0.38% | 1,639 | 491 | 42.8% | $18.55万 | 加仓 |
| GEV | GE VERNOVA INC | $64.50万 | 0.40% | 549 | 117 | 27.1% | $13.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.70万 | 0.41% | 1,313 | 1,313 | — | $65.70万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $72.48万 | 0.45% | 2,854 | 472 | 19.8% | $11.99万 | 加仓 |
| CAT | CATERPILLAR INC | $80.51万 | 0.50% | 756 | 3 | 0.4% | $3,195 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $80.79万 | 0.50% | 2,468 | -285 | -10.4% | -$9.33万 | 减仓 |
| LLY | ELI LILLY & CO | $96.31万 | 0.60% | 803 | 137 | 20.6% | $16.43万 | 加仓 |
| AMZN | AMAZON COM INC | $109.66万 | 0.68% | 4,601 | 980 | 27.1% | $23.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $113.85万 | 0.70% | 3,052 | 418 | 15.9% | $15.59万 | 加仓 |
| GOOG | ALPHABET INC | $134.37万 | 0.83% | 3,803 | 347 | 10.0% | $12.26万 | 加仓 |
| AAPL | APPLE INC | $137.42万 | 0.85% | 4,749 | 1,301 | 37.7% | $37.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $154.51万 | 0.96% | 7,722 | 2,025 | 35.5% | $40.52万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $181.36万 | 1.12% | 38,743 | 1,511 | 4.1% | $7.07万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $215.16万 | 1.33% | 18,729 | 412 | 2.2% | $4.73万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $226.77万 | 1.40% | 142,805 | -22,886 | -13.8% | -$36.34万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $259.59万 | 1.61% | 63,860 | 3,246 | 5.4% | $13.19万 | 加仓 |
| EMB | ISHARES TR | $261.68万 | 1.62% | 27,134 | 1,609 | 6.3% | $15.52万 | 加仓 |
| HGER | HARBOR ETF TRUST | $369.17万 | 2.28% | 125,824 | -16,338 | -11.5% | -$47.94万 | 减仓 |
| AGG | ISHARES TR | $396.34万 | 2.45% | 40,042 | 1,739 | 4.5% | $17.21万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $523.74万 | 3.24% | 120,096 | 3,545 | 3.0% | $15.46万 | 加仓 |
| IUSB | ISHARES TR | $713.14万 | 4.41% | 154,526 | 11,455 | 8.0% | $52.86万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $796.78万 | 4.93% | 163,745 | -9,136 | -5.3% | -$44.46万 | 减仓 |
| VO | VANGUARD INDEX FDS | $826.16万 | 5.11% | 102,539 | -7,877 | -7.1% | -$63.46万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $881.28万 | 5.45% | 62,110 | -24,114 | -28.0% | -$342.15万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,531.29万 | 9.47% | 354,958 | 73,284 | 26.0% | $316.15万 | 加仓 |
| EMXC | ISHARES INC | $1,570.08万 | 9.71% | 153,478 | 40,851 | 36.3% | $417.91万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,707.44万 | 10.56% | 181,797 | -19,193 | -9.5% | -$180.26万 | 减仓 |
| IEFA | ISHARES TR | $1,835.48万 | 11.35% | 190,048 | 24,851 | 15.0% | $240.01万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,910.25万 | 11.82% | 217,296 | 51,341 | 30.9% | $451.34万 | 加仓 |