Fairman Group, LLC
CHESTERBROOK PA · SEC CIK 0002016719
$1.17亿2026Q1 申报市值
325持仓数
68.2%前十大占比 · 第一大 24.7%
11 / 23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
VOTE 加仓+$143.17万
IVV 加仓+$141.22万
VEA 加仓+$108.86万
DBMF 加仓+$39.35万
ETF OPPORTUNITIE 加仓+$30.83万
2026Q1 卖出最多 按季末市值估算
VEEV 减仓-$210.79万
ESNT 减仓-$64.28万
VTWO 减仓-$17.19万
ISMD 减仓-$16.74万
XYZ 清仓-$11.39万
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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $1.11万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1.17万 | 0.01% | 328 | 102 | 45.1% | $3,646 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.19万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.27万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.33万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.35万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $1.35万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.37万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.44万 | 0.01% | 100 | 100 | — | $1.44万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.66万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1.67万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $1.68万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $1.68万 | 0.01% | 403 | 403 | — | $1.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.69万 | 0.01% | 336 | 5 | 1.5% | $251 | 加仓 |
| DGRW | WISDOMTREE TR | $1.76万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.77万 | 0.02% | 65 | 35 | 116.7% | $9,543 | 加仓 |
| TFC | TRUIST FINL CORP | $1.80万 | 0.02% | 392 | 4 | 1.0% | $184 | 加仓 |
| KEY | KEYCORP | $1.80万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.86万 | 0.02% | 482 | 4 | 0.8% | $154 | 加仓 |
| USB | US BANCORP | $1.91万 | 0.02% | 363 | 3 | 0.8% | $158 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.91万 | 0.02% | 622 | 235 | 60.7% | $7,212 | 加仓 |
| C | CITIGROUP INC | $2.12万 | 0.02% | 187 | 1 | 0.5% | $113 | 加仓 |
| EFV | ISHARES TR | $2.17万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.22万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2.29万 | 0.02% | 80 | -97 | -54.8% | -$2.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.30万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.43万 | 0.02% | 112 | 1 | 0.9% | $217 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2.50万 | 0.02% | 1,000 | -1,000 | -50.0% | -$2.50万 | 减仓 |
| DVY | ISHARES TR | $2.53万 | 0.02% | 167 | 1 | 0.6% | $152 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.54万 | 0.02% | 104 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $2.56万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2.57万 | 0.02% | 318 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $2.78万 | 0.02% | 596 | 498 | 508.2% | $2.33万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.81万 | 0.02% | 1,091 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $2.88万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.89万 | 0.02% | 996 | 4 | 0.4% | $116 | 加仓 |
| IJS | ISHARES TR | $2.98万 | 0.03% | 252 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3.00万 | 0.03% | 2,595 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $3.15万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $3.18万 | 0.03% | 114 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3.35万 | 0.03% | 2,228 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $3.43万 | 0.03% | 1,588 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $3.55万 | 0.03% | 1,451 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.68万 | 0.03% | 548 | 10 | 1.9% | $671 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.90万 | 0.03% | 115 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.98万 | 0.03% | 407 | 6 | 1.5% | $586 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.35万 | 0.04% | 718 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.40万 | 0.04% | 229 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.84万 | 0.04% | 1,089 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $5.02万 | 0.04% | 344 | 1 | 0.3% | $146 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5.23万 | 0.04% | 284 | 1 | 0.4% | $184 | 加仓 |
| DES | WISDOMTREE TR | $5.46万 | 0.05% | 1,518 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $5.48万 | 0.05% | 571 | -547 | -48.9% | -$5.25万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $5.74万 | 0.05% | 520 | 520 | — | $5.74万 | 新建仓 |
| IWF | ISHARES TR | $6.03万 | 0.05% | 142 | 1 | 0.7% | $425 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.04万 | 0.05% | 1,571 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $6.38万 | 0.05% | 662 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $6.40万 | 0.05% | 449 | 1 | 0.2% | $142 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $6.41万 | 0.05% | 308 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6.46万 | 0.06% | 225 | -48 | -17.6% | -$1.38万 | 减仓 |
| UGI | UGI CORP NEW | $6.57万 | 0.06% | 1,785 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $6.59万 | 0.06% | 218 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $6.65万 | 0.06% | 220 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $6.91万 | 0.06% | 269 | 1 | 0.4% | $257 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.19万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.25万 | 0.06% | 1,238 | -19 | -1.5% | -$1,112 | 减仓 |
| VERX | VERTEX INC | $7.29万 | 0.06% | 6,129 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $7.39万 | 0.06% | 755 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $7.41万 | 0.06% | 797 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $7.87万 | 0.07% | 1,128 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $8.00万 | 0.07% | 926 | 4 | 0.4% | $345 | 加仓 |
| HD | HOME DEPOT INC | $8.22万 | 0.07% | 250 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8.71万 | 0.07% | 2,996 | 2 | 0.1% | $58 | 加仓 |
| COIN | COINBASE GLOBAL INC | $8.73万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $9.57万 | 0.08% | 790 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $9.92万 | 0.08% | 717 | 1 | 0.1% | $138 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $10.20万 | 0.09% | 2,544 | -4,178 | -62.2% | -$16.74万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $10.50万 | 0.09% | 3,117 | 3 | 0.1% | $101 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $11.18万 | 0.10% | 1,572 | 4 | 0.3% | $284 | 加仓 |
| WMT | WALMART INC | $11.21万 | 0.10% | 900 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $11.23万 | 0.10% | 546 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $11.25万 | 0.10% | 4,544 | -206 | -4.3% | -$5,099 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $11.75万 | 0.10% | 190 | 1 | 0.5% | $618 | 加仓 |
| HYBL | SSGA ACTIVE TR | $13.75万 | 0.12% | 4,940 | -335 | -6.4% | -$9,326 | 减仓 |
| DLS | WISDOMTREE TR | $14.83万 | 0.13% | 1,820 | 4 | 0.2% | $326 | 加仓 |
| — | EXXON MOBIL CORP | $15.48万 | 0.13% | 912 | 4 | 0.4% | $679 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $16.04万 | 0.14% | 5,181 | 244 | 4.9% | $7,554 | 加仓 |
| ET | ENERGY TRANSFER L P | $17.66万 | 0.15% | 9,150 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $19.21万 | 0.16% | 669 | 2 | 0.3% | $574 | 加仓 |
| IJR | ISHARES TR | $19.81万 | 0.17% | 1,594 | 3 | 0.2% | $373 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.32万 | 0.17% | 2,291 | 703 | 44.3% | $6.24万 | 加仓 |
| DGS | WISDOMTREE TR | $21.31万 | 0.18% | 3,545 | 12 | 0.3% | $721 | 加仓 |
| IWR | ISHARES TR | $21.63万 | 0.18% | 2,224 | 4 | 0.2% | $389 | 加仓 |
| PFE | PFIZER INC | $22.79万 | 0.19% | 8,116 | 4,855 | 148.9% | $13.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $23.19万 | 0.20% | 3,008 | -28 | -0.9% | -$2,159 | 减仓 |
| IDEV | ISHARES TR | $24.29万 | 0.21% | 2,906 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $24.44万 | 0.21% | 986 | 2 | 0.2% | $496 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $26.60万 | 0.23% | 13,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.65万 | 0.23% | 315 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $27.00万 | 0.23% | 618 | 103 | 20.0% | $4.50万 | 加仓 |