13F 机构持仓

Mowery & Schoenfeld Wealth Management, LLC

LINCOLNSHIRE IL · SEC CIK 0002019946

2026Q22026Q1 更早 9 个季度 🔒
$7,338.36万2026Q2 申报市值
363持仓数
50.7%前十大占比 · 第一大 9.5%
36 / 31新建仓 / 清仓
申报市值走势$7,338.36万2026Q2
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

PRF 9.5%
FTEC 7.9%
DIMENSIONAL ET 5.6%
AAPL 5.5%
NVDA 5.2%
GOOGL 4.9%
NOBL 3.8%
GOOG 3.3%
MSFT 2.5%
LLY 2.5%

2026Q2 买入最多 按季末市值估算

ESN 新建仓+$136.88万
PRF 加仓+$127.40万
SMH 新建仓+$107.04万
VIG 新建仓+$28.39万
GOOG 加仓+$15.44万

2026Q2 卖出最多 按季末市值估算

SH 清仓-$297.56万
HECA 减仓-$164.55万
INVESCO ACTIVELY 减仓-$78.65万
DD 减仓-$37.91万
SMG 清仓-$6.39万

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
SH PROSHARES TR $00.00%0 -78,449-100.0% -$297.56万 清仓
SMG SCOTTS MIRACLE-GRO CO $00.00%0 -1,050-100.0% -$6.39万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -654-100.0% -$3.14万 清仓
OMC OMNICOM GROUP INC $00.00%0 -375-100.0% -$2.82万 清仓
QCOM QUALCOMM INC $00.00%0 -120-100.0% -$1.55万 清仓
INTU INTUIT $00.00%0 -35-100.0% -$1.52万 清仓
WRLD WORLD ACCEP CORPORATION $00.00%0 -110-100.0% -$1.49万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -200-100.0% -$1.47万 清仓
PSX PHILLIPS 66 $00.00%0 -57-100.0% -$1.04万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -118-100.0% -$8,132 清仓
GOVT ISHARES TR $00.00%0 -324-100.0% -$7,423 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -71-100.0% -$5,876 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -18-100.0% -$5,770 清仓
PEG PUBLIC SVC ENTERPRISE GROUP $00.00%0 -70-100.0% -$5,667 清仓
RMD RESMED INC $00.00%0 -25-100.0% -$5,626 清仓
PEP PEPSICO INC $00.00%0 -34-100.0% -$5,280 清仓
BBCA J P MORGAN EXCHANGE TRADED F $00.00%0 -55-100.0% -$5,174 清仓
IR INGERSOLL RAND INC $00.00%0 -61-100.0% -$4,888 清仓
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -80-100.0% -$4,757 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 -65-100.0% -$4,707 清仓
MBB ISHARES TR $00.00%0 -47-100.0% -$4,463 清仓
CCL CARNIVAL CORP $00.00%0 -162-100.0% -$4,193 清仓
PODD INSULET CORP $00.00%0 -11-100.0% -$2,309 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS $00.00%0 -59-100.0% -$1,104 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -4-100.0% -$623 清仓
BX BLACKSTONE INC $00.00%0 0— -$57 清仓
MSCI MSCI INC $00.00%0 0— -$20 清仓
LEN LENNAR CORP $00.00%0 0— -$14 清仓
AON AON PLC $00.00%0 0— -$9 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 0— -$9 清仓
GEN GEN DIGITAL INC $00.00%0 0— -$7 清仓
— TILRAY BRANDS INC $90.00%2 00.0% — 不变
FMC FMC CORP $120.00%1 1— $12 新建仓
KLAR KLARNA GROUP PLC $210.00%1 1— $21 新建仓
CRON CRONOS GROUP INC $560.00%20 00.0% — 不变
SHEL SHELL PLC $780.00%1 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $1620.00%7 7— $162 新建仓
BMO BANK MONTREAL MEDIUM $1670.00%1 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $1830.00%5 00.0% — 不变
PLUG PLUG PWR INC $2230.00%82 00.0% — 不变
— EA SERIES TRUST $3020.00%9 00.0% — 不变
ODD ODDITY TECH LTD $3180.00%21 00.0% — 不变
NVO NOVO-NORDISK A S $4800.00%10 10— $480 新建仓
GWRE GUIDEWIRE SOFTWARE INC $4930.00%4 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $5110.00%10 00.0% — 不变
UVV UNIVERSAL CORP VA MTNS BK EN $6260.00%12 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $7240.00%25 25— $724 新建仓
BTG B2GOLD CORP $7480.00%200 00.0% — 不变
LNC LINCOLN NATL CORP IND $8240.00%23 00.0% — 不变
SYY SYSCO CORP $8360.00%10 00.0% — 不变
SLV ISHARES SILVER TR $1,0700.00%20 00.0% — 不变
URI UNITED RENTALS INC $1,1370.00%1 00.0% — 不变
LULU LULULEMON ATHLETICA INC $1,1420.00%10 -30-75.0% -$3,426 重新持有
BA BOEING CO $1,2990.00%6 00.0% — 不变
NWSA NEWS CORP NEW $1,3160.00%53 00.0% — 不变
PPH VANECK ETF TRUST $1,3760.00%13 00.0% — 不变
— ATKORE INC $1,5210.00%20 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,6150.00%6 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1,7430.00%14 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $1,7430.00%25 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $1,7500.00%39 00.0% — 不变
SNOW SNOWFLAKE INC $1,7820.00%7 00.0% — 不变
MS MORGAN STANLEY $1,8950.00%9 00.0% — 不变
FTXO FIRST TR EXCHANGE TRADED FD $1,9430.00%47 47— $1,943 新建仓
NLR VANECK ETF TRUST $1,9610.00%17 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $1,9870.00%4 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $2,0240.00%56 56— $2,024 新建仓
MPC MARATHON PETE CORP $2,0460.00%8 00.0% — 不变
GL GLOBE LIFE INC $2,1490.00%12 00.0% — 不变
PNR PENTAIR PLC $2,2290.00%29 00.0% — 不变
LVS LAS VEGAS SANDS CORP $2,2300.00%48 00.0% — 不变
RL RALPH LAUREN CORP $2,4090.00%6 00.0% — 不变
ENB ENBRIDGE INC $2,4400.00%45 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $2,5970.00%31 00.0% — 不变
GNRC GENERAC HLDGS INC $2,6360.00%9 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $2,6680.00%4 00.0% — 不变
AIZ ASSURANT INC $2,6960.00%10 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $2,7180.00%18 18— $2,718 新建仓
LH LABCORP HOLDINGS INC $2,8000.00%10 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC $3,0340.00%28 00.0% — 不变
L LOEWS CORP $3,0570.00%27 00.0% — 不变
INCY INCYTE CORP $3,0610.00%27 00.0% — 不变
NI NISOURCE INC $3,0650.00%64 00.0% — 不变
ABNB AIRBNB INC $3,1490.00%22 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $3,2020.00%17 00.0% — 不变
DRI DARDEN RESTAURANTS INC $3,3200.00%16 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $3,4180.00%20 20— $3,418 新建仓
LYV LIVE NATION ENTERTAINMENT IN $3,4800.00%19 00.0% — 不变
KEY KEYCORP $3,5960.00%156 00.0% — 不变
NDAQ NASDAQ INC $3,7840.01%48 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $3,9980.01%111 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $4,0370.01%7 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $4,1620.01%46 00.0% — 不变
ATO ATMOS ENERGY CORP $4,3070.01%25 00.0% — 不变
AVY AVERY DENNISON CORP $4,3840.01%27 -348-92.8% -$5.65万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $4,5450.01%71 -56-44.1% -$3,585 减仓
CCL CARNIVAL CORP LTD $4,6290.01%162 162— $4,629 新建仓
PTC PTC INC $4,7720.01%42 00.0% — 不变
CFG CITIZENS FINL GROUP INC $4,8090.01%69 00.0% — 不变
STE STERIS PLC $4,8440.01%23 00.0% — 不变