13F 机构持仓

Fairway Wealth LLC

INDEPENDENCE OH · SEC CIK 0002019393

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 10.1%
RSP 6.9%
QQQ 6.9%
IVV 6.7%
VEA 6.3%
DLN 6.2%
VTIP 5.3%
VXF 5.1%
IEFA 5.0%
IJR 4.6%

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
JPIE JPMORGAN INCOME ETF $00.00%0 -444-100.0% -$2.06万 清仓
GT GOODYEAR TIRE & RUBR CO COM $00.00%0 -1,791-100.0% -$1.57万 清仓
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF $00.00%0 -143-100.0% -$1.52万 清仓
FBND FIDELITY TOTAL BOND ETF $00.00%0 -326-100.0% -$1.50万 清仓
SMTH ALPS/SMITH CORE PLUS BOND ETF $00.00%0 -570-100.0% -$1.49万 清仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $00.00%0 -198-100.0% -$1.41万 清仓
AXP AMERICAN EXPRESS CO COM $00.00%0 -37-100.0% -$1.37万 清仓
UBER UBER TECHNOLOGIES INC COM $00.00%0 -149-100.0% -$1.22万 清仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $00.00%0 -222-100.0% -$1.17万 清仓
CRH CRH PLC ORD $00.00%0 -87-100.0% -$1.09万 清仓
BKNG BOOKING HOLDINGS INC COM $00.00%0 -2-100.0% -$1.07万 清仓
MS MORGAN STANLEY $00.00%0 -57-100.0% -$1.01万 清仓
MRK MERCK & CO INC $00.00%0 -93-100.0% -$9,789 清仓
RTX RTX CORPORATION COM $00.00%0 -46-100.0% -$8,436 清仓
GD GENERAL DYNAMICS CORP COM $00.00%0 -23-100.0% -$7,743 清仓
EQT EQT CORP COM $00.00%0 -141-100.0% -$7,558 清仓
GEV GE VERNOVA INC COM $00.00%0 -11-100.0% -$7,189 清仓
CTVA CORTEVA INC COM $00.00%0 -107-100.0% -$7,172 清仓
BBSC JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND $00.00%0 -95-100.0% -$7,060 清仓
HD HOME DEPOT $00.00%0 -19-100.0% -$6,538 清仓
BAC BANK AMERICA CORP COM $00.00%0 -116-100.0% -$6,380 清仓
AMGN AMGEN INC $00.00%0 -19-100.0% -$6,219 清仓
LNG CHENIERE ENERGY INC $00.00%0 -29-100.0% -$5,637 清仓
IBM INTL BUSINESS MACHINES $00.00%0 —— — 申报中断
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF $00.00%0 -110-100.0% -$5,023 清仓
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $00.00%0 -49-100.0% -$4,982 清仓
ADBE ADOBE SYS INC $00.00%0 -14-100.0% -$4,900 清仓
PFFD GLOBAL X U.S. PREFERRED ETF $00.00%0 -257-100.0% -$4,860 清仓
Q QNITY ELECTRONICS INC COMMON STOCK $00.00%0 -53-100.0% -$4,327 清仓
— DUPONT DE NEMOURS INC COM $00.00%0 -107-100.0% -$4,301 清仓
V VISA INC $00.00%0 —— — 申报中断
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF $00.00%0 -88-100.0% -$4,092 清仓
TMO THERMO FISHER SCIENTIFIC INC COM $00.00%0 -7-100.0% -$4,056 清仓
DLR DIGITAL REALTY TRUST INC $00.00%0 -26-100.0% -$4,022 清仓
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $00.00%0 -80-100.0% -$3,900 清仓
STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF $00.00%0 -82-100.0% -$3,877 清仓
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $00.00%0 -17-100.0% -$3,819 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -18-100.0% -$3,741 清仓
LHX L3HARRIS TECHNOLOGIES INC COM $00.00%0 -12-100.0% -$3,523 清仓
PSX PHILLIPS 66 $00.00%0 -27-100.0% -$3,484 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -54-100.0% -$2,701 清仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $00.00%0 —— — 申报中断
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES $00.00%0 -40-100.0% -$2,441 清仓
VBK VANGUARD SMALL-CAP GROWTH ETF $00.00%0 -8-100.0% -$2,417 清仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $00.00%0 -20-100.0% -$2,363 清仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $00.00%0 -16-100.0% -$2,191 清仓
VBR VANGUARD SMALL CAP VALUE ETF $00.00%0 -10-100.0% -$2,118 清仓
NVO NOVO-NORDISK A/S ADR ADR CMN $00.00%0 -41-100.0% -$2,086 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -20-100.0% -$1,984 清仓
VUG VANGUARD GROWTH ETF $00.00%0 -4-100.0% -$1,951 清仓
FCX FREEPORT MCMORAN COPPER $00.00%0 -38-100.0% -$1,930 清仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $00.00%0 -30-100.0% -$1,865 清仓
WELL HEALTH CARE REIT INC $00.00%0 -10-100.0% -$1,856 清仓
LIN LINDE PLC SHS $00.00%0 -4-100.0% -$1,706 清仓
ED CONSOLIDATED EDISON INC COM $00.00%0 -17-100.0% -$1,688 清仓
NEE NEXTERA ENERGY INC COM $00.00%0 —— — 申报中断
TXN TEXAS INSTRS INC COM $00.00%0 -9-100.0% -$1,561 清仓
ITW ILLINOIS TOOL WKS INC COM $00.00%0 -6-100.0% -$1,478 清仓
CLF CLEVELAND-CLIFFS INC NEW COM $00.00%0 -100-100.0% -$1,328 清仓
J JACOBS SOLUTIONS INC COM $00.00%0 -10-100.0% -$1,325 清仓
MO ALTRIA GROUP INC COM $00.00%0 —— — 申报中断
GIL GILDAN ACTIVEWEAR INC COM $00.00%0 -20-100.0% -$1,249 清仓
LOW LOWES COS INC COM $00.00%0 —— — 申报中断
PLD PROLOGIS SHARE BENEFICIAL INT $00.00%0 —— — 申报中断
ABT ABBOTT LABS COM $00.00%0 -6-100.0% -$752 清仓
CAG CONAGRA BRANDS INC COM $00.00%0 -36-100.0% -$623 清仓
AMTM AMENTUM HOLDINGS INC COM $00.00%0 -10-100.0% -$290 清仓
— KOSS CORP COM $00.00%0 -34-100.0% -$141 清仓
CRON CRONOS GROUP INC COM $00.00%0 -50-100.0% -$132 清仓
CSCO CISCO SYS INC $00.00%0 -2-100.0% -$122 清仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $00.00%0 -1-100.0% -$58 清仓
AMC AMC ENTMT HLDGS INC CL A NEW $00.00%0 -2-100.0% -$3 清仓
EOG EOG RESOURCES INC $00.00%0 0— — 清仓