Fairway Wealth LLC
INDEPENDENCE OH · SEC CIK 0002019393
$4.37亿2026Q2 申报市值
238持仓数
63.5%前十大占比 · 第一大 11.0%
60 / 22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
VOO 加仓+$438.39万
RPM 加仓+$223.50万
BNDX 加仓+$123.31万
VEA 加仓+$113.66万
VWO 加仓+$95.62万
2026Q2 卖出最多 按季末市值估算
JNJ 减仓-$84.67万
CAT 减仓-$69.65万
DE 清仓-$56.33万
VV 减仓-$29.85万
IVV 减仓-$25.91万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$56.33万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.42万 | 清仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -1,666 | -100.0% | -$16.75万 | 清仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $0 | 0.00% | 0 | -3,334 | -100.0% | -$13.15万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -444 | -100.0% | -$12.40万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -666 | -100.0% | -$11.30万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -664 | -100.0% | -$8.69万 | 清仓 |
| USB | US BANCORP COM NEW | $0 | 0.00% | 0 | -1,666 | -100.0% | -$8.66万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -1,334 | -100.0% | -$8.16万 | 清仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $0 | 0.00% | 0 | -5,688 | -100.0% | -$6.93万 | 清仓 |
| TKR | TIMKEN CO COM | $0 | 0.00% | 0 | -666 | -100.0% | -$6.70万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -1,334 | -100.0% | -$6.54万 | 清仓 |
| CRM | SALESFORCE COM | $0 | 0.00% | 0 | -334 | -100.0% | -$6.23万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -664 | -100.0% | -$5.75万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $0 | 0.00% | 0 | -266 | -100.0% | -$4.37万 | 清仓 |
| DINO | HF SINCLAIR CORP COM | $0 | 0.00% | 0 | -664 | -100.0% | -$4.14万 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.32万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -668 | -100.0% | -$3.22万 | 清仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $0 | 0.00% | 0 | -118 | -100.0% | -$2.94万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.90万 | 清仓 |
| NTR | NUTRIEN LTD COM | $0 | 0.00% | 0 | -68 | -100.0% | -$5,131 | 清仓 |
| EOG | EOG RESOURCES INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | PALLADYNE AI CORP COM NEW | $304 | 0.00% | 50 | 50 | — | $304 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $322 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $619 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ALMU | AELUMA INC COM | $662 | 0.00% | 30 | 30 | — | $662 | 新建仓 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $670 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC COM NEW | $771 | 0.00% | 75 | 75 | — | $771 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $880 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC CLASS A COM | $965 | 0.00% | 10 | 10 | — | $965 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $1,079 | 0.00% | 15 | -7 | -31.8% | -$504 | 重新持有 |
| WFC | WELLS FARGO & CO COM | $1,240 | 0.00% | 15 | -29 | -65.9% | -$2,397 | 重新持有 |
| AMBA | AMBARELLA INC SHS | $1,287 | 0.00% | 15 | 15 | — | $1,287 | 新建仓 |
| IBM | INTL BUSINESS MACHINES | $1,406 | 0.00% | 5 | -12 | -70.6% | -$3,374 | 重新持有 |
| OUST | OUSTER INC COM NEW | $1,563 | 0.00% | 25 | 25 | — | $1,563 | 新建仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,758 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,333 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2,475 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $3,311 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3,431 | 0.00% | 10 | -2 | -16.7% | -$686 | 重新持有 |
| AJG | GALLAGHER ARTHUR J &CO | $3,444 | 0.00% | 15 | 15 | — | $3,444 | 新建仓 |
| DECK | DECKERS OUTDOOR | $3,872 | 0.00% | 39 | 39 | — | $3,872 | 新建仓 |
| RS | RELIANCE INC COM | $4,110 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE INC | $4,138 | 0.00% | 13 | 13 | — | $4,138 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $4,193 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $4,241 | 0.00% | 106 | 106 | — | $4,241 | 新建仓 |
| MA | MASTERCARD INC | $4,622 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5,664 | 0.00% | 5 | 5 | — | $5,664 | 新建仓 |
| CPRT | COPART INC COM | $5,666 | 0.00% | 201 | 201 | — | $5,666 | 新建仓 |
| VST | VISTRA CORP COM | $5,869 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $5,905 | 0.00% | 31 | 31 | — | $5,905 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $5,980 | 0.00% | 35 | 35 | — | $5,980 | 新建仓 |
| LLY | ELI LILLY & CO COM | $5,997 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS SHARE BENEFICIAL INT | $6,096 | 0.00% | 45 | 39 | 650.0% | $5,283 | 重新持有 |
| XLE | ENERGY SELECT SECTOR SPDR | $6,373 | 0.00% | 120 | 120 | — | $6,373 | 新建仓 |
| KMI | KINDER MORGAN INC | $6,394 | 0.00% | 200 | -1,800 | -90.0% | -$5.75万 | 减仓 |
| NOW | SERVICE NOW INC | $6,453 | 0.00% | 65 | 65 | — | $6,453 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS IN | $6,457 | 0.00% | 13 | 13 | — | $6,457 | 新建仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6,563 | 0.00% | 48 | 48 | — | $6,563 | 新建仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $6,761 | 0.00% | 17 | 17 | — | $6,761 | 新建仓 |
| COR | CENCORA INC COM | $7,075 | 0.00% | 25 | 25 | — | $7,075 | 新建仓 |
| DHI | D R HORTON INC | $7,655 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $7,682 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $7,825 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $7,871 | 0.00% | 25 | 25 | — | $7,871 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $7,924 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT LLC COM NPV CL A SHS | $8,400 | 0.00% | 71 | 71 | — | $8,400 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $8,777 | 0.00% | 100 | 79 | 376.2% | $6,934 | 重新持有 |
| LOW | LOWES COS INC COM | $9,261 | 0.00% | 42 | 37 | 740.0% | $8,158 | 重新持有 |
| SLB | SLB LIMITED COM STK | $9,298 | 0.00% | 200 | 200 | — | $9,298 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $9,367 | 0.00% | 21 | 21 | — | $9,367 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $9,482 | 0.00% | 60 | 60 | — | $9,482 | 新建仓 |
| KO | COCA COLA CO COM | $9,671 | 0.00% | 119 | -1,284 | -91.5% | -$10.43万 | 减仓 |
| MCK | MCKESSON CORP | $9,823 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC COM SHS | $9,840 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $9,853 | 0.00% | 58 | 58 | — | $9,853 | 新建仓 |
| NUE | NUCOR CORP COM | $1.00万 | 0.00% | 45 | 45 | — | $1.00万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $1.02万 | 0.00% | 46 | 46 | — | $1.02万 | 新建仓 |
| WMT | WALMART INC COM | $1.05万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $1.07万 | 0.00% | 831 | 831 | — | $1.07万 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $1.07万 | 0.00% | 580 | 580 | — | $1.07万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $1.08万 | 0.00% | 26 | 15 | 136.4% | $6,234 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $1.13万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $1.13万 | 0.00% | 45 | 45 | — | $1.13万 | 新建仓 |
| VPU | VANGUARD UTILITIES | $1.17万 | 0.00% | 60 | 60 | — | $1.17万 | 新建仓 |
| SNA | SNAP ON INC COM | $1.21万 | 0.00% | 30 | 30 | — | $1.21万 | 新建仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $1.25万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $1.28万 | 0.00% | 12 | -654 | -98.2% | -$69.65万 | 减仓 |
| MCD | MCDONALDS CORP COM | $1.35万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $1.38万 | 0.00% | 94 | -288 | -75.4% | -$4.22万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1.40万 | 0.00% | 229 | 229 | — | $1.40万 | 新建仓 |
| SBUX | STARBUCKS CORP | $1.41万 | 0.00% | 138 | 1 | 0.7% | $102 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $1.42万 | 0.00% | 263 | 263 | — | $1.42万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.47万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $1.48万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $1.49万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1.50万 | 0.00% | 50 | 50 | — | $1.50万 | 新建仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $1.51万 | 0.00% | 150 | 1 | 0.7% | $101 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.53万 | 0.00% | 20 | 20 | — | $1.53万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $1.61万 | 0.00% | 106 | 106 | — | $1.61万 | 新建仓 |