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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,552 | -100.0% | -$28.54万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,942 | -100.0% | -$24.63万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -2,600 | -100.0% | -$9.52万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -295 | -100.0% | -$4.52万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -280 | -100.0% | -$3.86万 | 清仓 |
| RWO | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -696 | -100.0% | -$3.13万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -183 | -100.0% | -$2.95万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -422 | -100.0% | -$2.93万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -213 | -100.0% | -$2.42万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -171 | -100.0% | -$2.36万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -196 | -100.0% | -$1.88万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -418 | -100.0% | -$1.55万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -335 | -100.0% | -$1.53万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1.51万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -229 | -100.0% | -$1.50万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -136 | -100.0% | -$1.22万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -125 | -100.0% | -$1.20万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$1.20万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.19万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -53 | -100.0% | -$1.15万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -77 | -100.0% | -$1.15万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.04万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1.02万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -47 | -100.0% | -$9,122 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -75 | -100.0% | -$8,755 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -75 | -100.0% | -$8,466 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -104 | -100.0% | -$8,343 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -139 | -100.0% | -$7,351 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -92 | -100.0% | -$7,302 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$7,256 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -62 | -100.0% | -$6,956 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,811 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,717 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -167 | -100.0% | -$6,579 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -31 | -100.0% | -$6,521 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -100 | -100.0% | -$6,372 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -76 | -100.0% | -$6,308 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$6,138 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -249 | -100.0% | -$6,091 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$5,843 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -58 | -100.0% | -$5,754 | 清仓 |
| QNST | QUINSTREET INC | $0 | 0.00% | 0 | -397 | -100.0% | -$5,705 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -105 | -100.0% | -$5,686 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -4 | -100.0% | -$5,577 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -69 | -100.0% | -$5,407 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -120 | -100.0% | -$5,301 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -43 | -100.0% | -$5,133 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -36 | -100.0% | -$5,092 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -15 | -100.0% | -$5,091 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -73 | -100.0% | -$4,908 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -119 | -100.0% | -$4,659 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,646 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$4,566 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -17 | -100.0% | -$4,412 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -27 | -100.0% | -$4,299 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -42 | -100.0% | -$4,271 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$4,142 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$4,063 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -27 | -100.0% | -$4,059 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$4,043 | 清仓 |
| SMOT | VANECK ETF TRUST | $0 | 0.00% | 0 | -111 | -100.0% | -$4,019 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -39 | -100.0% | -$3,993 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -30 | -100.0% | -$3,907 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$3,871 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,842 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -17 | -100.0% | -$3,689 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -60 | -100.0% | -$3,682 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,607 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -74 | -100.0% | -$3,484 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -75 | -100.0% | -$3,449 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -214 | -100.0% | -$3,442 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,425 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$3,419 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -91 | -100.0% | -$3,403 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,361 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -150 | -100.0% | -$3,342 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -40 | -100.0% | -$3,269 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -84 | -100.0% | -$3,100 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$3,012 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,965 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$2,797 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,710 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -12 | -100.0% | -$2,679 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2,673 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -46 | -100.0% | -$2,645 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES L | $0 | 0.00% | 0 | -100 | -100.0% | -$2,575 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,549 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -101 | -100.0% | -$2,507 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -129 | -100.0% | -$2,226 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -60 | -100.0% | -$2,190 | 清仓 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | -43 | -100.0% | -$2,181 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -32 | -100.0% | -$2,018 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -44 | -100.0% | -$1,811 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -126 | -100.0% | -$1,807 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$1,781 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,760 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -58 | -100.0% | -$1,752 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,719 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -63 | -100.0% | -$1,659 | 清仓 |