13F 机构持仓

TRAPHAGEN INVESTMENT ADVISORS LLC

ORADELL NJ · SEC CIK 0002023380

2026Q22026Q1 更早 9 个季度 🔒
$14.00亿2026Q2 申报市值
219持仓数
67.6%前十大占比 · 第一大 25.8%
22 / 11新建仓 / 清仓
申报市值走势$14.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 25.8%
AVUS 9.3%
VFLO 7.1%
GFLW 5.6%
JSI 4.0%
GRID 3.7%
AAPL 3.3%
JAAA 3.2%
FENI 3.0%
TPYP 2.7%

2026Q2 买入最多 按季末市值估算

GFLW 加仓+$3,305.14万
FENI 加仓+$1,384.48万
TLTW 加仓+$615.46万
AAPL 加仓+$513.15万
NFLX 加仓+$499.54万

2026Q2 卖出最多 按季末市值估算

COWG 减仓-$3,415.45万
SHY 减仓-$526.50万
AVUS 减仓-$486.61万
GRID 减仓-$184.12万
IEI 减仓-$78.51万

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
NFG NATIONAL FUEL GAS CO $50.19万0.04%6,500 00.0% — 不变
WFC WELLS FARGO & CO $51.76万0.04%6,264 -98-1.5% -$8,098 减仓
APD AIR PRODUCTS AND CHEMICALS I $52.80万0.04%1,801 -223-11.0% -$6.54万 减仓
BDX BECTON DICKINSON & CO $52.94万0.04%3,499 10.0% $151 加仓
PG PROCTER & GAMBLE CO $52.96万0.04%3,611 -228-5.9% -$3.34万 减仓
PFE PFIZER INC $54.47万0.04%22,620 430.2% $1,035 加仓
BIL SPDR SERIES TRUST $57.49万0.04%6,273 180.3% $1,650 加仓
AVLV AMERICAN CENTY ETF TR $57.60万0.04%6,315 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $59.35万0.04%952 -33-3.4% -$2.06万 减仓
LOW LOWES COS INC $59.44万0.04%2,696 542.0% $1.19万 加仓
NBIS NEBIUS GROUP N.V. $60.23万0.04%2,181 -276-11.2% -$7.62万 减仓
QQQE DIREXION SHARES ETF TRUST $61.38万0.04%5,031 761.5% $9,272 加仓
MSTR STRATEGY INC $61.46万0.04%7,070 -207-2.8% -$1.80万 减仓
VTV VANGUARD INDEX FDS $65.25万0.05%2,994 2147.7% $4.66万 加仓
CSX CSX CORP $65.40万0.05%13,759 1,81515.2% $8.63万 加仓
DIS DISNEY WALT CO $65.80万0.05%6,836 230.3% $2,214 加仓
RTX RTX CORPORATION $67.12万0.05%3,538 2818.6% $5.33万 加仓
USMV ISHARES TR $67.79万0.05%7,028 80.1% $772 加仓
MGK VANGUARD WORLD FD $68.32万0.05%7,772 20.0% $176 加仓
DSI ISHARES TR $68.47万0.05%4,809 30.1% $427 加仓
PLTR PALANTIR TECHNOLOGIES INC $70.09万0.05%6,007 89017.4% $10.38万 加仓
UNP UNION PAC CORP $70.41万0.05%2,589 40.2% $1,088 加仓
TPL TEXAS PACIFIC LAND CORPORATI $70.48万0.05%1,610 -16-1.0% -$7,004 减仓
PEP PEPSICO INC $70.53万0.05%5,209 1012.0% $1.37万 加仓
— DIMENSIONAL ETF TRUST $70.80万0.05%15,961 400.3% $1,774 加仓
DIA STATE STR SPDR DOW JONES IND $72.41万0.05%1,386 00.0% — 不变
AXP AMERICAN EXPRESS CO $72.44万0.05%2,142 -106-4.7% -$3.59万 减仓
FELG FIDELITY COVINGTON TRUST $74.50万0.05%17,028 180.1% $787 加仓
TJX TJX COS INC NEW $75.71万0.05%4,997 751.5% $1.14万 加仓
BAC BANK OF AMER CORP $78.08万0.06%13,703 1901.4% $1.08万 加仓
ITOT ISHARES TR $78.91万0.06%4,803 -822-14.6% -$13.50万 减仓
MRK MERCK & CO INC $80.70万0.06%6,280 -335-5.1% -$4.30万 减仓
ETN EATON CORP PLC $82.26万0.06%1,931 251.3% $1.07万 加仓
LRCX LAM RESEARCH CORP $83.69万0.06%1,931 140.7% $6,068 加仓
BNY BANK OF NY MELLON CORP $84.80万0.06%5,864 4,115235.3% $59.51万 加仓
ADP AUTOMATIC DATA PROCESSING IN $86.59万0.06%3,867 10.0% $224 加仓
VO VANGUARD INDEX FDS $89.71万0.06%11,134 -2-0.0% -$161 减仓
TXN TEXAS INSTRS INC $95.03万0.07%3,188 1685.6% $5.01万 加仓
MA MASTERCARD INCORPORATED $95.37万0.07%1,857 -27-1.4% -$1.39万 减仓
VV VANGUARD INDEX FDS $95.42万0.07%2,775 -115-4.0% -$3.95万 减仓
CRWD CROWDSTRIKE HLDGS INC $98.10万0.07%1,285 594.8% $4.50万 加仓
ESGU ISHARES TR $98.74万0.07%6,033 -62-1.0% -$1.01万 减仓
VXUS VANGUARD STAR FDS $99.93万0.07%11,689 660.6% $5,642 加仓
IBM INTERNATIONAL BUSINESS MACHS $101.48万0.07%3,609 130.4% $3,655 加仓
AMD ADVANCED MICRO DEVICES INC $102.32万0.07%1,761 -95-5.1% -$5.52万 减仓
PM PHILIP MORRIS INTL INC $104.13万0.07%5,756 1152.0% $2.08万 加仓
GSLC GOLDMAN SACHS ETF TR $108.07万0.08%7,616 140.2% $1,987 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $109.62万0.08%42,245 5021.2% $1.30万 加仓
KO COCA COLA CO $110.25万0.08%13,566 -287-2.1% -$2.33万 减仓
LMT LOCKHEED MARTIN CORP $111.10万0.08%2,181 442.1% $2.24万 加仓
GINN GOLDMAN SACHS ETF TR $112.92万0.08%14,336 -1,304-8.3% -$10.27万 减仓
MDLZ MONDELEZ INTL INC $114.51万0.08%19,798 -786-3.8% -$4.55万 减仓
SUSA ISHARES TR $116.62万0.08%7,558 80.1% $1,234 加仓
T AT&T INC $118.44万0.08%57,220 4,3578.2% $9.02万 加仓
IJH ISHARES TR $126.95万0.09%16,463 10.0% $77 加仓
ED CONSOLIDATED EDISON INC $129.15万0.09%11,674 100.1% $1,106 加仓
ORCL ORACLE CORP $129.45万0.09%8,833 2633.1% $3.85万 加仓
IEI ISHARES TR $132.87万0.09%11,313 -6,685-37.1% -$78.51万 减仓
TSLA TESLA INC $149.00万0.11%3,542 -147-4.0% -$6.18万 减仓
KLAC KLA CORP $149.99万0.11%4,971 1713.6% $5.16万 加仓
COWG PACER FDS TR $153.61万0.11%38,263 -850,744-95.7% -$3,415.45万 减仓
LLY ELI LILLY & CO $154.26万0.11%1,286 241.9% $2.88万 加仓
AVUV AMERICAN CENTY ETF TR $161.14万0.12%12,916 -1,674-11.5% -$20.88万 减仓
INTC INTEL CORP $170.38万0.12%12,202 -66-0.5% -$9,216 减仓
WMT WALMART INC $172.15万0.12%15,200 3542.4% $4.01万 加仓
V VISA INC $175.31万0.13%5,110 -1,273-19.9% -$43.67万 减仓
COST COSTCO WHOLESALE CORPORATION $176.72万0.13%1,889 -4-0.2% -$3,742 减仓
GEV GE VERNOVA INC $178.27万0.13%1,517 10.1% $1,175 加仓
META META PLATFORMS INC $185.13万0.13%3,287 571.8% $3.21万 加仓
IWF ISHARES TR $185.83万0.13%14,966 6,83484.0% $84.86万 加仓
VIG VANGUARD SPECIALIZED FUNDS $191.96万0.14%8,112 2122.7% $5.02万 加仓
QQQ INVESCO QQQ TR $201.45万0.14%2,736 -236-7.9% -$17.38万 减仓
MU MICRON TECHNOLOGY INC $203.60万0.15%1,764 18912.0% $21.81万 加仓
FTEC FIDELITY COVINGTON TRUST $204.64万0.15%7,166 20.0% $571 加仓
— BONDBLOXX ETF TRUST $209.47万0.15%41,194 15,22458.6% $77.41万 加仓
GE GE AEROSPACE $214.04万0.15%5,727 -98-1.7% -$3.66万 减仓
VZ VERIZON COMMUNICATIONS INC $219.91万0.16%51,940 1,0992.2% $4.65万 加仓
CVX CHEVRON CORPORATION $229.84万0.16%13,866 -500-3.5% -$8.29万 减仓
— EXXON MOBIL CORP $232.23万0.17%16,986 3922.4% $5.36万 加仓
SCHB SCHWAB STRATEGIC TR $234.21万0.17%80,873 -4,684-5.5% -$13.56万 减仓
VXF VANGUARD INDEX FDS $237.48万0.17%9,645 -362-3.6% -$8.91万 减仓
ABBV ABBVIE INC $238.35万0.17%9,472 -139-1.4% -$3.50万 减仓
JNJ JOHNSON & JOHNSON $249.43万0.18%9,821 1111.1% $2.82万 加仓
STXF EA SERIES TRUST $264.77万0.19%54,819 2230.4% $1.08万 加仓
CSCO CISCO SYS INC $276.30万0.20%23,523 -1,004-4.1% -$11.79万 减仓
COWZ PACER FDS TR $282.85万0.20%45,474 -8,016-15.0% -$49.86万 减仓
SPY STATE STR SPDR S&P 500 ETF T $294.19万0.21%3,939 -203-4.9% -$15.16万 减仓
IBIT ISHARES BITCOIN TRUST ETF $301.38万0.22%90,532 3,9484.6% $13.14万 加仓
SCHX SCHWAB STRATEGIC TR $330.15万0.24%112,180 2940.3% $8,652 加仓
CAT CATERPILLAR INC $339.78万0.24%3,191 -4-0.1% -$4,259 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $379.25万0.27%83,314 -1,242-1.5% -$5.65万 减仓
GOOGL ALPHABET INC $400.67万0.29%11,212 1701.5% $6.08万 加仓
HD HOME DEPOT INC $405.66万0.29%11,502 -346-2.9% -$12.20万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $431.33万0.31%8,620 440.5% $2.20万 加仓
JPM JPMORGAN CHASE & CO $440.55万0.31%13,459 70.1% $2,291 加仓
MUB ISHARES TR $449.37万0.32%41,755 -6,391-13.3% -$68.78万 减仓
AMZN AMAZON COM INC $467.84万0.33%19,629 5532.9% $13.18万 加仓
GOOG ALPHABET INC $477.08万0.34%13,502 -358-2.6% -$12.65万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $488.42万0.35%60,180 1500.2% $1.22万 加仓
PZA INVESCO EXCH TRADED FD TR II $517.24万0.37%219,917 1,6210.7% $3.81万 加仓