Fairway Wealth LLC
INDEPENDENCE OH · SEC CIK 0002019393
$3.79亿2026Q1 申报市值
191持仓数
63.0%前十大占比 · 第一大 10.1%
34 / 74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
VV 加仓+$237.34万
VOO 加仓+$189.78万
VEA 加仓+$117.89万
JNJ 加仓+$81.28万
VXF 加仓+$64.59万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$5,162.98万
EEM 减仓-$1,716.84万
VNQ 减仓-$1,125.17万
BNDX 减仓-$954.12万
DLN 减仓-$143.73万
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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $0 | 0.00% | 0 | -711 | -100.0% | -$8.77万 | 清仓 |
| SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $0 | 0.00% | 0 | -582 | -100.0% | -$4.47万 | 清仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $0 | 0.00% | 0 | -509 | -100.0% | -$3.65万 | 清仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $0 | 0.00% | 0 | -643 | -100.0% | -$3.48万 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -733 | -100.0% | -$3.47万 | 清仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $0 | 0.00% | 0 | -373 | -100.0% | -$3.46万 | 清仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -743 | -100.0% | -$3.45万 | 清仓 |
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $0 | 0.00% | 0 | -229 | -100.0% | -$2.16万 | 清仓 |
| JPIE | JPMORGAN INCOME ETF | $0 | 0.00% | 0 | -444 | -100.0% | -$2.06万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $0 | 0.00% | 0 | -1,791 | -100.0% | -$1.57万 | 清仓 |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$1.52万 | 清仓 |
| FBND | FIDELITY TOTAL BOND ETF | $0 | 0.00% | 0 | -326 | -100.0% | -$1.50万 | 清仓 |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | $0 | 0.00% | 0 | -570 | -100.0% | -$1.49万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -198 | -100.0% | -$1.41万 | 清仓 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | -37 | -100.0% | -$1.37万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -149 | -100.0% | -$1.22万 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $0 | 0.00% | 0 | -222 | -100.0% | -$1.17万 | 清仓 |
| CRH | CRH PLC ORD | $0 | 0.00% | 0 | -87 | -100.0% | -$1.09万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$1.07万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -57 | -100.0% | -$1.01万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -93 | -100.0% | -$9,789 | 清仓 |
| RTX | RTX CORPORATION COM | $0 | 0.00% | 0 | -46 | -100.0% | -$8,436 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -23 | -100.0% | -$7,743 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -141 | -100.0% | -$7,558 | 清仓 |
| GEV | GE VERNOVA INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$7,189 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -107 | -100.0% | -$7,172 | 清仓 |
| BBSC | JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND | $0 | 0.00% | 0 | -95 | -100.0% | -$7,060 | 清仓 |
| HD | HOME DEPOT | $0 | 0.00% | 0 | -19 | -100.0% | -$6,538 | 清仓 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | -116 | -100.0% | -$6,380 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -19 | -100.0% | -$6,219 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -29 | -100.0% | -$5,637 | 清仓 |
| IBM | INTL BUSINESS MACHINES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$5,023 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$4,982 | 清仓 |
| ADBE | ADOBE SYS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$4,900 | 清仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $0 | 0.00% | 0 | -257 | -100.0% | -$4,860 | 清仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $0 | 0.00% | 0 | -53 | -100.0% | -$4,327 | 清仓 |
| — | DUPONT DE NEMOURS INC COM | $0 | 0.00% | 0 | -107 | -100.0% | -$4,301 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$4,092 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$4,056 | 清仓 |
| DLR | DIGITAL REALTY TRUST INC | $0 | 0.00% | 0 | -26 | -100.0% | -$4,022 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$3,900 | 清仓 |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$3,877 | 清仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$3,819 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -18 | -100.0% | -$3,741 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$3,523 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -27 | -100.0% | -$3,484 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -54 | -100.0% | -$2,701 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $0 | 0.00% | 0 | -40 | -100.0% | -$2,441 | 清仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$2,417 | 清仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,363 | 清仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$2,191 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$2,118 | 清仓 |
| NVO | NOVO-NORDISK A/S ADR ADR CMN | $0 | 0.00% | 0 | -41 | -100.0% | -$2,086 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,984 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$1,951 | 清仓 |
| FCX | FREEPORT MCMORAN COPPER | $0 | 0.00% | 0 | -38 | -100.0% | -$1,930 | 清仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$1,865 | 清仓 |
| WELL | HEALTH CARE REIT INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,856 | 清仓 |
| LIN | LINDE PLC SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$1,706 | 清仓 |
| ED | CONSOLIDATED EDISON INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,688 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$1,561 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,478 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $0 | 0.00% | 0 | -100 | -100.0% | -$1,328 | 清仓 |
| J | JACOBS SOLUTIONS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,325 | 清仓 |
| MO | ALTRIA GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIL | GILDAN ACTIVEWEAR INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,249 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS SHARE BENEFICIAL INT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS COM | $0 | 0.00% | 0 | -6 | -100.0% | -$752 | 清仓 |
| CAG | CONAGRA BRANDS INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$623 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$290 | 清仓 |
| — | KOSS CORP COM | $0 | 0.00% | 0 | -34 | -100.0% | -$141 | 清仓 |
| CRON | CRONOS GROUP INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$132 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$122 | 清仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$58 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$3 | 清仓 |
| EOG | EOG RESOURCES INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| WFC | WELLS FARGO & CO COM | $1 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $358 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $527 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $599 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $683 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,531 | 0.00% | 20 | 19 | 1,900.0% | $1,454 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $1,794 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,926 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $2,976 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $3,046 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $3,343 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $4,497 | 0.00% | 9 | -18 | -66.7% | -$8,994 | 减仓 |
| LLY | ELI LILLY & CO COM | $4,599 | 0.00% | 5 | -9 | -64.3% | -$8,278 | 减仓 |
| NTR | NUTRIEN LTD COM | $5,131 | 0.00% | 68 | 68 | — | $5,131 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $5,251 | 0.00% | 25 | -7 | -21.9% | -$1,470 | 减仓 |
| VST | VISTRA CORP COM | $5,562 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $6,080 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $6,449 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $6,632 | 0.00% | 18 | 0 | 0.0% | — | 不变 |