13F 机构持仓

Fairway Wealth LLC

INDEPENDENCE OH · SEC CIK 0002019393

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.0%
QQQ 7.7%
RSP 6.6%
IVV 6.6%
VEA 6.3%
DLN 5.8%
VXF 5.3%
IJR 4.8%
VTIP 4.7%
IEFA 4.7%

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
ISRG INTUITIVE SURGICAL, INC. $6,7610.00%17 17— $6,761 新建仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $6,5630.00%48 48— $6,563 新建仓
VRTX VERTEX PHARMACEUTICALS IN $6,4570.00%13 13— $6,457 新建仓
NOW SERVICE NOW INC $6,4530.00%65 65— $6,453 新建仓
KMI KINDER MORGAN INC $6,3940.00%200 -1,800-90.0% -$5.75万 减仓
XLE ENERGY SELECT SECTOR SPDR $6,3730.00%120 120— $6,373 新建仓
PLD PROLOGIS SHARE BENEFICIAL INT $6,0960.00%45 39650.0% $5,283 重新持有
LLY ELI LILLY & CO COM $5,9970.00%5 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $5,9800.00%35 35— $5,980 新建仓
DHR DANAHER CORP $5,9050.00%31 31— $5,905 新建仓
VST VISTRA CORP COM $5,8690.00%37 00.0% — 不变
CPRT COPART INC COM $5,6660.00%201 201— $5,666 新建仓
URI UNITED RENTALS INC $5,6640.00%5 5— $5,664 新建仓
MA MASTERCARD INC $4,6220.00%9 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST $4,2410.00%106 106— $4,241 新建仓
TMUS T-MOBILE US INC COM $4,1930.00%25 00.0% — 不变
PSA PUBLIC STORAGE INC $4,1380.00%13 13— $4,138 新建仓
RS RELIANCE INC COM $4,1100.00%11 00.0% — 不变
DECK DECKERS OUTDOOR $3,8720.00%39 39— $3,872 新建仓
AJG GALLAGHER ARTHUR J &CO $3,4440.00%15 15— $3,444 新建仓
V VISA INC $3,4310.00%10 -2-16.7% -$686 重新持有
BLDR BUILDERS FIRSTSOURCE INC COM $3,3110.00%37 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $2,4750.00%5 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC CL A $2,3330.00%20 00.0% — 不变
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $1,7580.00%20 00.0% — 不变
OUST OUSTER INC COM NEW $1,5630.00%25 25— $1,563 新建仓
IBM INTL BUSINESS MACHINES $1,4060.00%5 -12-70.6% -$3,374 重新持有
AMBA AMBARELLA INC SHS $1,2870.00%15 15— $1,287 新建仓
WFC WELLS FARGO & CO COM $1,2400.00%15 -29-65.9% -$2,397 重新持有
MO ALTRIA GROUP INC COM $1,0790.00%15 -7-31.8% -$504 重新持有
XMTR XOMETRY INC CLASS A COM $9650.00%10 10— $965 新建仓
SMCI SUPER MICRO COMPUTER INC COM NEW $8800.00%30 00.0% — 不变
POET POET TECHNOLOGIES INC COM NEW $7710.00%75 75— $771 新建仓
— AMPLIFY ALTERNATIVE HARVEST ETF $6700.00%26 00.0% — 不变
ALMU AELUMA INC COM $6620.00%30 30— $662 新建仓
VTRS VIATRIS INC COM $6190.00%39 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $3220.00%5 00.0% — 不变
— PALLADYNE AI CORP COM NEW $3040.00%50 50— $304 新建仓
DE DEERE & CO COM $00.00%0 -1,000-100.0% -$56.33万 清仓
MPC MARATHON PETE CORP $00.00%0 -1,000-100.0% -$24.42万 清仓
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $00.00%0 -1,666-100.0% -$16.75万 清仓
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $00.00%0 -3,334-100.0% -$13.15万 清仓
CEG CONSTELLATION ENERGY CORP COM $00.00%0 -444-100.0% -$12.40万 清仓
— EXXON MOBIL CORP COM $00.00%0 -666-100.0% -$11.30万 清仓
DUK DUKE ENERGY CORP NEW COM NEW $00.00%0 -664-100.0% -$8.69万 清仓
USB US BANCORP COM NEW $00.00%0 -1,666-100.0% -$8.66万 清仓
O REALTY INCOME CORP $00.00%0 -1,334-100.0% -$8.16万 清仓
NZF NUVEEN MUN CR INCOME FD COM SH BEN INT $00.00%0 -5,688-100.0% -$6.93万 清仓
TKR TIMKEN CO COM $00.00%0 -666-100.0% -$6.70万 清仓
EXC EXELON CORP COM $00.00%0 -1,334-100.0% -$6.54万 清仓
CRM SALESFORCE COM $00.00%0 -334-100.0% -$6.23万 清仓
MDT MEDTRONIC PLC SHS $00.00%0 -664-100.0% -$5.75万 清仓
DELL DELL TECHNOLOGIES INC CL C $00.00%0 -266-100.0% -$4.37万 清仓
DINO HF SINCLAIR CORP COM $00.00%0 -664-100.0% -$4.14万 清仓
RVT ROYCE SMALL CAP TRUST INC COM $00.00%0 -2,000-100.0% -$3.32万 清仓
SNY SANOFI SA $00.00%0 -668-100.0% -$3.22万 清仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $00.00%0 -118-100.0% -$2.94万 清仓
T AT&T INC COM $00.00%0 -1,000-100.0% -$2.90万 清仓
NTR NUTRIEN LTD COM $00.00%0 -68-100.0% -$5,131 清仓
EOG EOG RESOURCES INC $00.00%0 0— — 清仓