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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $0 | 0.00% | 0 | -78,449 | -100.0% | -$297.56万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -1,050 | -100.0% | -$6.39万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -654 | -100.0% | -$3.14万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -375 | -100.0% | -$2.82万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1.55万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -35 | -100.0% | -$1.52万 | 清仓 |
| WRLD | WORLD ACCEP CORPORATION | $0 | 0.00% | 0 | -110 | -100.0% | -$1.49万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -200 | -100.0% | -$1.47万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -57 | -100.0% | -$1.04万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -118 | -100.0% | -$8,132 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -324 | -100.0% | -$7,423 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -71 | -100.0% | -$5,876 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -18 | -100.0% | -$5,770 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -70 | -100.0% | -$5,667 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -25 | -100.0% | -$5,626 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -34 | -100.0% | -$5,280 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -55 | -100.0% | -$5,174 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -61 | -100.0% | -$4,888 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -80 | -100.0% | -$4,757 | 清仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -65 | -100.0% | -$4,707 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -47 | -100.0% | -$4,463 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -162 | -100.0% | -$4,193 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$2,309 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -59 | -100.0% | -$1,104 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$623 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | 0 | — | -$57 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | 0 | — | -$14 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | TILRAY BRANDS INC | $9 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| CRON | CRONOS GROUP INC | $56 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $162 | 0.00% | 7 | 7 | — | $162 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $167 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $183 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $223 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $302 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD | $318 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $480 | 0.00% | 10 | 10 | — | $480 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $493 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $511 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $626 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $724 | 0.00% | 25 | 25 | — | $724 | 新建仓 |
| BTG | B2GOLD CORP | $748 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $824 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $836 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1,070 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,137 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,142 | 0.00% | 10 | -30 | -75.0% | -$3,426 | 重新持有 |
| BA | BOEING CO | $1,299 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1,316 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $1,376 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $1,521 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1,615 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1,743 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $1,743 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,750 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,782 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,895 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $1,943 | 0.00% | 47 | 47 | — | $1,943 | 新建仓 |
| NLR | VANECK ETF TRUST | $1,961 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,987 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $2,024 | 0.00% | 56 | 56 | — | $2,024 | 新建仓 |
| MPC | MARATHON PETE CORP | $2,046 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $2,149 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $2,229 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $2,230 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $2,409 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2,440 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,597 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2,636 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,668 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,696 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,718 | 0.00% | 18 | 18 | — | $2,718 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $2,800 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $3,034 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3,057 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $3,061 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3,065 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $3,149 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,202 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,320 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,418 | 0.00% | 20 | 20 | — | $3,418 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,480 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3,596 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $3,784 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $3,998 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $4,037 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4,162 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $4,307 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $4,384 | 0.01% | 27 | -348 | -92.8% | -$5.65万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,545 | 0.01% | 71 | -56 | -44.1% | -$3,585 | 减仓 |
| CCL | CARNIVAL CORP LTD | $4,629 | 0.01% | 162 | 162 | — | $4,629 | 新建仓 |
| PTC | PTC INC | $4,772 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $4,809 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $4,844 | 0.01% | 23 | 0 | 0.0% | — | 不变 |