Mowery & Schoenfeld Wealth Management, LLC
LINCOLNSHIRE IL · SEC CIK 0002019946
$6,545.41万2026Q1 申报市值
351持仓数
48.5%前十大占比 · 第一大 7.7%
16 / 150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
SH 新建仓+$297.56万
HECA 重新持有+$196.50万
PRF 加仓+$120.09万
INVESCO ACTIVELY 新建仓+$119.53万
AZN 新建仓+$30.61万
2026Q1 卖出最多 按季末市值估算
FTEC 减仓-$206.14万
NVDA 减仓-$104.27万
SPY 减仓-$65.49万
AZN 清仓-$28.54万
MSFT 减仓-$26.95万
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 |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,651 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,585 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11 | -100.0% | -$1,577 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -63 | -100.0% | -$1,569 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,566 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,565 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,555 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$1,533 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,532 | 清仓 |
| DFGR | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -56 | -100.0% | -$1,480 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,473 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -6 | -100.0% | -$1,457 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -16 | -100.0% | -$1,395 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -106 | -100.0% | -$1,391 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,357 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$1,355 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -15 | -100.0% | -$1,324 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -11 | -100.0% | -$1,324 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -76 | -100.0% | -$1,316 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -30 | -100.0% | -$1,299 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$1,298 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,275 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -7 | -100.0% | -$1,274 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,225 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1,224 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,215 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,211 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,197 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,129 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1,076 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,048 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,040 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -11 | -100.0% | -$980 | 清仓 |
| UITB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -20 | -100.0% | -$948 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$941 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -14 | -100.0% | -$912 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$897 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -18 | -100.0% | -$881 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -15 | -100.0% | -$879 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -51 | -100.0% | -$809 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -8 | -100.0% | -$795 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$783 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$726 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$673 | 清仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | -17 | -100.0% | -$627 | 清仓 |
| GEN | GEN DIGITAL INC | $7 | 0.00% | 0 | -111 | -100.0% | -$3,029 | 清仓 |
| AON | AON PLC | $9 | 0.00% | 0 | -44 | -100.0% | -$1.55万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $9 | 0.00% | 0 | -15 | -100.0% | -$6,688 | 清仓 |
| — | TILRAY BRANDS INC | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $14 | 0.00% | 0 | -40 | -100.0% | -$4,129 | 清仓 |
| MSCI | MSCI INC | $20 | 0.00% | 0 | -53 | -100.0% | -$3.04万 | 清仓 |
| CRON | CRONOS GROUP INC | $51 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $57 | 0.00% | 0 | -74 | -100.0% | -$1.15万 | 清仓 |
| SHEL | SHELL PLC | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $132 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $186 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD | $281 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $356 | 0.00% | 9 | 0 | 0.0% | — | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $591 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| GWRE | GUIDEWIRE SOFTWARE INC | $599 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $623 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $633 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $714 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $731 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $827 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $906 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,056 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,104 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $1,179 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,195 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $1,307 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1,322 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1,363 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1,384 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $1,452 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,492 | 0.00% | 9 | -167 | -94.9% | -$2.77万 | 减仓 |
| GL | GLOBE LIFE INC | $1,674 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,734 | 0.00% | 39 | 39 | — | $1,734 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,758 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,787 | 0.00% | 4 | -17 | -81.0% | -$7,595 | 减仓 |
| MPC | MARATHON PETE CORP | $1,954 | 0.00% | 8 | -11 | -57.9% | -$2,687 | 减仓 |
| RL | RALPH LAUREN CORP | $2,064 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,097 | 0.00% | 28 | 28 | — | $2,097 | 新建仓 |
| AIZ | ASSURANT INC | $2,187 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2,252 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2,309 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,329 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,421 | 0.00% | 4 | -10 | -71.4% | -$6,052 | 减仓 |
| ENB | ENBRIDGE INC | $2,437 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $2,533 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2,542 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $2,601 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2,669 | 0.00% | 10 | -6 | -37.5% | -$1,601 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,777 | 0.00% | 14 | -65 | -82.3% | -$1.29万 | 减仓 |
| ABNB | AIRBNB INC | $2,779 | 0.00% | 22 | -101 | -82.1% | -$1.28万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,824 | 0.00% | 17 | -11 | -39.3% | -$1,827 | 减仓 |
| L | LOEWS CORP | $2,882 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,898 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3,008 | 0.00% | 64 | 0 | 0.0% | — | 不变 |