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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $3,159 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3,128 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3,008 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,898 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $2,882 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,824 | 0.00% | 17 | -11 | -39.3% | -$1,827 | 减仓 |
| ABNB | AIRBNB INC | $2,779 | 0.00% | 22 | -101 | -82.1% | -$1.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,777 | 0.00% | 14 | -65 | -82.3% | -$1.29万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2,669 | 0.00% | 10 | -6 | -37.5% | -$1,601 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $2,601 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2,542 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $2,533 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2,437 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,421 | 0.00% | 4 | -10 | -71.4% | -$6,052 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,329 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2,309 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2,252 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,187 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,097 | 0.00% | 28 | 28 | — | $2,097 | 新建仓 |
| RL | RALPH LAUREN CORP | $2,064 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1,954 | 0.00% | 8 | -11 | -57.9% | -$2,687 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,787 | 0.00% | 4 | -17 | -81.0% | -$7,595 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,758 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,734 | 0.00% | 39 | 39 | — | $1,734 | 新建仓 |
| GL | GLOBE LIFE INC | $1,674 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,492 | 0.00% | 9 | -167 | -94.9% | -$2.77万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1,452 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1,384 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1,363 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1,322 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $1,307 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,195 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $1,179 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,104 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,056 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $906 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $827 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $731 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $714 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $633 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $623 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $599 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $591 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| — | EA SERIES TRUST | $356 | 0.00% | 9 | 0 | 0.0% | — | 重新持有 |
| ODD | ODDITY TECH LTD | $281 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $186 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $132 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $57 | 0.00% | 0 | -74 | -100.0% | -$1.15万 | 清仓 |
| CRON | CRONOS GROUP INC | $51 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $20 | 0.00% | 0 | -53 | -100.0% | -$3.04万 | 清仓 |
| LEN | LENNAR CORP | $14 | 0.00% | 0 | -40 | -100.0% | -$4,129 | 清仓 |
| — | TILRAY BRANDS INC | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| 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 |
| GEN | GEN DIGITAL INC | $7 | 0.00% | 0 | -111 | -100.0% | -$3,029 | 清仓 |
| 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 |