Mowery & Schoenfeld Wealth Management, LLC
LINCOLNSHIRE IL · SEC CIK 0002019946
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EWW | ISHARES INC | $4,968 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $5,101 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $5,136 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $5,141 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $5,224 | 0.01% | 10 | 10 | — | $5,224 | 新建仓 |
| GRMN | GARMIN LTD | $5,226 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5,280 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $5,284 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5,500 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $5,564 | 0.01% | 260 | 260 | — | $5,564 | 新建仓 |
| — | GLOBAL X FDS | $5,572 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $5,819 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $5,863 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $6,002 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $6,142 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $6,190 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $6,242 | 0.01% | 77 | 77 | — | $6,242 | 新建仓 |
| NDSN | NORDSON CORP | $6,336 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $6,523 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $6,618 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $6,987 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $7,153 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $7,208 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $7,301 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $7,474 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $7,545 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,615 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,671 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $7,804 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,834 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $7,863 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,922 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $7,945 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,981 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $8,006 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $8,030 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8,063 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,075 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $8,080 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,137 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $8,226 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $8,313 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $8,524 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $8,620 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $8,861 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $9,262 | 0.01% | 50 | 50 | — | $9,262 | 新建仓 |
| CLS | CELESTICA INC | $9,485 | 0.01% | 26 | 26 | — | $9,485 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,603 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $9,641 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $9,688 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $9,962 | 0.01% | 98 | 98 | — | $9,962 | 新建仓 |
| ULS | UL SOLUTIONS INC | $1.02万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.02万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.03万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.04万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1.05万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.06万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1.07万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $1.08万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.09万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.12万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.12万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1.13万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1.15万 | 0.02% | 11 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.16万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1.18万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.22万 | 0.02% | 16 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.22万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.22万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $1.23万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.24万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.27万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.31万 | 0.02% | 77 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $1.32万 | 0.02% | 100 | 100 | — | $1.32万 | 新建仓 |
| CDW | CDW CORP | $1.34万 | 0.02% | 95 | 58 | 156.8% | $8,157 | 加仓 |
| HUBB | HUBBELL INC | $1.36万 | 0.02% | 26 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.36万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.37万 | 0.02% | 19 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.41万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1.42万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $1.43万 | 0.02% | 555 | 55 | 11.0% | $1,415 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.43万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.46万 | 0.02% | 39 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.47万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $1.52万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.58万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.60万 | 0.02% | 5 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.64万 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.65万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.66万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $1.67万 | 0.02% | 116 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1.73万 | 0.02% | 1,000 | 1,000 | — | $1.73万 | 新建仓 |
| MCK | MCKESSON CORP | $1.74万 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.75万 | 0.02% | 43 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.75万 | 0.02% | 231 | 121 | 110.0% | $9,191 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.78万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.79万 | 0.02% | 34 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.84万 | 0.03% | 302 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $1.91万 | 0.03% | 14 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.93万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |