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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |