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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,887.75万 | 24.69% | 44,209 | 2,162 | 5.1% | $141.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,730.77万 | 14.80% | 87,285 | -100 | -0.1% | -$1.98万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $930.47万 | 7.95% | 145,205 | 16,988 | 13.2% | $108.86万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $455.37万 | 3.89% | 77,921 | -11,000 | -12.4% | -$64.28万 | 减仓 |
| STXF | EA SERIES TRUST | $452.20万 | 3.87% | 107,744 | 309 | 0.3% | $1.30万 | 加仓 |
| WRB | BERKLEY W R CORP | $352.11万 | 3.01% | 53,124 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $323.86万 | 2.77% | 10,095 | 406 | 4.2% | $13.03万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $308.30万 | 2.64% | 102,256 | 13,051 | 14.6% | $39.35万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $278.90万 | 2.38% | 58,128 | -990 | -1.7% | -$4.75万 | 减仓 |
| IJH | ISHARES TR | $257.88万 | 2.20% | 38,188 | 348 | 0.9% | $2.35万 | 加仓 |
| EFA | ISHARES TR | $209.20万 | 1.79% | 21,538 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $195.39万 | 1.67% | 6,538 | 17 | 0.3% | $5,081 | 加仓 |
| VOTE | TCW ETF TRUST | $160.78万 | 1.37% | 21,072 | 18,764 | 813.0% | $143.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $154.56万 | 1.32% | 2,370 | 4 | 0.2% | $2,609 | 加仓 |
| QQQ | INVESCO QQQ TR | $148.45万 | 1.27% | 2,572 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $145.10万 | 1.24% | 30,528 | -90 | -0.3% | -$4,278 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.50万 | 1.19% | 2,911 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $136.70万 | 1.17% | 2,288 | 55 | 2.5% | $3.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $133.43万 | 1.14% | 6,801 | -96 | -1.4% | -$1.88万 | 减仓 |
| — | DIAMOND HILL FUNDS | $118.81万 | 1.02% | 92,578 | 1,305 | 1.4% | $1.67万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $102.33万 | 0.87% | 1,143 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $81.84万 | 0.70% | 4,659 | -12,000 | -72.0% | -$210.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.88万 | 0.67% | 4,523 | -317 | -6.5% | -$5.53万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $78.25万 | 0.67% | 7,812 | -1,716 | -18.0% | -$17.19万 | 减仓 |
| AMZN | AMAZON COM INC | $75.44万 | 0.64% | 3,622 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $57.46万 | 0.49% | 28,557 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $57.35万 | 0.49% | 15,155 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $55.42万 | 0.47% | 7,258 | 3,297 | 83.2% | $25.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $54.84万 | 0.47% | 21,387 | 552 | 2.6% | $1.42万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $54.53万 | 0.47% | 11,452 | 6,476 | 130.1% | $30.83万 | 加仓 |
| IEFA | ISHARES TR | $48.92万 | 0.42% | 5,404 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $48.23万 | 0.41% | 20,680 | -655 | -3.1% | -$1.53万 | 减仓 |
| AAPL | APPLE INC | $44.93万 | 0.38% | 1,770 | -190 | -9.7% | -$4.82万 | 减仓 |
| META | META PLATFORMS INC | $42.74万 | 0.37% | 747 | -93 | -11.1% | -$5.32万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $42.19万 | 0.36% | 14,484 | 15 | 0.1% | $437 | 加仓 |
| IVW | ISHARES TR | $42.04万 | 0.36% | 3,717 | 251 | 7.2% | $2.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.48万 | 0.35% | 10,674 | 27 | 0.3% | $1,049 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $40.35万 | 0.34% | 23,569 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.67万 | 0.33% | 1,345 | 1 | 0.1% | $288 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.49万 | 0.32% | 1,743 | -27 | -1.5% | -$5,808 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $35.33万 | 0.30% | 15,709 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $33.74万 | 0.29% | 912 | 1 | 0.1% | $370 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.13万 | 0.28% | 4,412 | 1,770 | 67.0% | $13.29万 | 加仓 |
| SHOP | SHOPIFY INC | $32.62万 | 0.28% | 2,750 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $29.64万 | 0.25% | 375 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $28.94万 | 0.25% | 11,925 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.84万 | 0.25% | 776 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.26万 | 0.23% | 5,043 | 88 | 1.8% | $4,756 | 加仓 |
| VUG | VANGUARD INDEX FDS | $27.00万 | 0.23% | 618 | 103 | 20.0% | $4.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.65万 | 0.23% | 315 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE ENHANCED EQUITY | $26.60万 | 0.23% | 13,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $24.44万 | 0.21% | 986 | 2 | 0.2% | $496 | 加仓 |
| IDEV | ISHARES TR | $24.29万 | 0.21% | 2,906 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $23.19万 | 0.20% | 3,008 | -28 | -0.9% | -$2,159 | 减仓 |
| PFE | PFIZER INC | $22.79万 | 0.19% | 8,116 | 4,855 | 148.9% | $13.63万 | 加仓 |
| IWR | ISHARES TR | $21.63万 | 0.18% | 2,224 | 4 | 0.2% | $389 | 加仓 |
| DGS | WISDOMTREE TR | $21.31万 | 0.18% | 3,545 | 12 | 0.3% | $721 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.32万 | 0.17% | 2,291 | 703 | 44.3% | $6.24万 | 加仓 |
| IJR | ISHARES TR | $19.81万 | 0.17% | 1,594 | 3 | 0.2% | $373 | 加仓 |
| VO | VANGUARD INDEX FDS | $19.21万 | 0.16% | 669 | 2 | 0.3% | $574 | 加仓 |
| ET | ENERGY TRANSFER L P | $17.66万 | 0.15% | 9,150 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $16.04万 | 0.14% | 5,181 | 244 | 4.9% | $7,554 | 加仓 |
| — | EXXON MOBIL CORP | $15.48万 | 0.13% | 912 | 4 | 0.4% | $679 | 加仓 |
| DLS | WISDOMTREE TR | $14.83万 | 0.13% | 1,820 | 4 | 0.2% | $326 | 加仓 |
| HYBL | SSGA ACTIVE TR | $13.75万 | 0.12% | 4,940 | -335 | -6.4% | -$9,326 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $11.75万 | 0.10% | 190 | 1 | 0.5% | $618 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $11.25万 | 0.10% | 4,544 | -206 | -4.3% | -$5,099 | 减仓 |
| VXF | VANGUARD INDEX FDS | $11.23万 | 0.10% | 546 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $11.21万 | 0.10% | 900 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.18万 | 0.10% | 1,572 | 4 | 0.3% | $284 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $10.50万 | 0.09% | 3,117 | 3 | 0.1% | $101 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $10.20万 | 0.09% | 2,544 | -4,178 | -62.2% | -$16.74万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $9.92万 | 0.08% | 717 | 1 | 0.1% | $138 | 加仓 |
| MRK | MERCK & CO INC | $9.57万 | 0.08% | 790 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $8.73万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8.71万 | 0.07% | 2,996 | 2 | 0.1% | $58 | 加仓 |
| HD | HOME DEPOT INC | $8.22万 | 0.07% | 250 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $8.00万 | 0.07% | 926 | 4 | 0.4% | $345 | 加仓 |
| IEMG | ISHARES INC | $7.87万 | 0.07% | 1,128 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $7.41万 | 0.06% | 797 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $7.39万 | 0.06% | 755 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $7.29万 | 0.06% | 6,129 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.25万 | 0.06% | 1,238 | -19 | -1.5% | -$1,112 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $7.19万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $6.91万 | 0.06% | 269 | 1 | 0.4% | $257 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6.65万 | 0.06% | 220 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $6.59万 | 0.06% | 218 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $6.57万 | 0.06% | 1,785 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6.46万 | 0.06% | 225 | -48 | -17.6% | -$1.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $6.41万 | 0.05% | 308 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $6.40万 | 0.05% | 449 | 1 | 0.2% | $142 | 加仓 |
| DIS | DISNEY WALT CO | $6.38万 | 0.05% | 662 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.04万 | 0.05% | 1,571 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.03万 | 0.05% | 142 | 1 | 0.7% | $425 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $5.74万 | 0.05% | 520 | 520 | — | $5.74万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $5.48万 | 0.05% | 571 | -547 | -48.9% | -$5.25万 | 减仓 |
| DES | WISDOMTREE TR | $5.46万 | 0.05% | 1,518 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $5.23万 | 0.04% | 284 | 1 | 0.4% | $184 | 加仓 |
| IWS | ISHARES TR | $5.02万 | 0.04% | 344 | 1 | 0.3% | $146 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.84万 | 0.04% | 1,089 | 0 | 0.0% | — | 不变 |