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
BAC BANK OF AMER CORP $78.08万0.06%13,703 1901.4% $1.08万 加仓
TJX TJX COS INC NEW $75.71万0.05%4,997 751.5% $1.14万 加仓
FELG FIDELITY COVINGTON TRUST $74.50万0.05%17,028 180.1% $787 加仓
AXP AMERICAN EXPRESS CO $72.44万0.05%2,142 -106-4.7% -$3.59万 减仓
DIA STATE STR SPDR DOW JONES IND $72.41万0.05%1,386 00.0% — 不变
— DIMENSIONAL ETF TRUST $70.80万0.05%15,961 400.3% $1,774 加仓
PEP PEPSICO INC $70.53万0.05%5,209 1012.0% $1.37万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $70.48万0.05%1,610 -16-1.0% -$7,004 减仓
UNP UNION PAC CORP $70.41万0.05%2,589 40.2% $1,088 加仓
PLTR PALANTIR TECHNOLOGIES INC $70.09万0.05%6,007 89017.4% $10.38万 加仓
DSI ISHARES TR $68.47万0.05%4,809 30.1% $427 加仓
MGK VANGUARD WORLD FD $68.32万0.05%7,772 20.0% $176 加仓
USMV ISHARES TR $67.79万0.05%7,028 80.1% $772 加仓
RTX RTX CORPORATION $67.12万0.05%3,538 2818.6% $5.33万 加仓
DIS DISNEY WALT CO $65.80万0.05%6,836 230.3% $2,214 加仓
CSX CSX CORP $65.40万0.05%13,759 1,81515.2% $8.63万 加仓
VTV VANGUARD INDEX FDS $65.25万0.05%2,994 2147.7% $4.66万 加仓
MSTR STRATEGY INC $61.46万0.04%7,070 -207-2.8% -$1.80万 减仓
QQQE DIREXION SHARES ETF TRUST $61.38万0.04%5,031 761.5% $9,272 加仓
NBIS NEBIUS GROUP N.V. $60.23万0.04%2,181 -276-11.2% -$7.62万 减仓
LOW LOWES COS INC $59.44万0.04%2,696 542.0% $1.19万 加仓
REGN REGENERON PHARMACEUTICALS $59.35万0.04%952 -33-3.4% -$2.06万 减仓
AVLV AMERICAN CENTY ETF TR $57.60万0.04%6,315 00.0% — 不变
BIL SPDR SERIES TRUST $57.49万0.04%6,273 180.3% $1,650 加仓
PFE PFIZER INC $54.47万0.04%22,620 430.2% $1,035 加仓
PG PROCTER & GAMBLE CO $52.96万0.04%3,611 -228-5.9% -$3.34万 减仓
BDX BECTON DICKINSON & CO $52.94万0.04%3,499 10.0% $151 加仓
APD AIR PRODUCTS AND CHEMICALS I $52.80万0.04%1,801 -223-11.0% -$6.54万 减仓
WFC WELLS FARGO & CO $51.76万0.04%6,264 -98-1.5% -$8,098 减仓
NFG NATIONAL FUEL GAS CO $50.19万0.04%6,500 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $49.74万0.04%6,439 -767-10.6% -$5.93万 减仓
DUK DUKE ENERGY CORP NEW $49.57万0.04%3,916 2266.1% $2.86万 加仓
AMGN AMGEN INC $49.49万0.04%1,367 60.4% $2,172 加仓
VGT VANGUARD WORLD FD $46.66万0.03%3,904 80.2% $956 加仓
IVE ISHARES TR $46.56万0.03%2,050 2,050— $46.56万 新建仓
MTB M & T BK CORP $45.88万0.03%1,928 40.2% $952 加仓
C CITIGROUP INC $45.24万0.03%3,233 60.2% $840 加仓
ABT ABBOTT LABORATORIES $42.46万0.03%4,679 45210.7% $4.10万 加仓
BOTZ GLOBAL X FDS $42.21万0.03%11,126 11,126— $42.21万 新建仓
SCHG SCHWAB STRATEGIC TR $40.94万0.03%12,097 -1,033-7.9% -$3.50万 减仓
UBS UBS GROUP AG $39.44万0.03%7,958 -1,787-18.3% -$8.86万 减仓
CMI CUMMINS INC $39.33万0.03%551 00.0% — 不变
SMH VANECK ETF TRUST $39.20万0.03%598 213.6% $1.38万 加仓
IEF ISHARES TR $37.39万0.03%3,954 -63-1.6% -$5,958 减仓
UPS UNITED PARCEL SVCS INC $37.33万0.03%3,472 1,38266.1% $14.86万 加仓
AVGO BROADCOM INC $37.11万0.03%982 13415.8% $5.06万 加仓
HON HONEYWELL INTL INC $36.70万0.03%1,639 -1,788-52.2% -$40.03万 减仓
HONA HONEYWELL AEROSPACE INC $36.24万0.03%1,639 1,639— $36.24万 新建仓
HSY HERSHEY CO $36.03万0.03%2,054 -60-2.8% -$1.05万 减仓
MS MORGAN STANLEY $35.93万0.03%1,719 24616.7% $5.14万 加仓
MKL MARKEL GROUP INC $35.54万0.03%182 00.0% — 不变
DE DEERE & CO $35.26万0.03%556 10.2% $634 加仓
KMI KINDER MORGAN INC DEL $35.24万0.03%11,022 710.6% $2,270 加仓
GLW CORNING INC $34.61万0.02%1,355 -482-26.2% -$12.31万 减仓
VUG VANGUARD INDEX FDS $33.51万0.02%3,890 55416.6% $4.77万 加仓
OUNZ VANECK MERK GOLD ETF $33.29万0.02%8,627 -350-3.9% -$1.35万 减仓
PLD PROLOGIS INC. $32.59万0.02%2,406 2,406— $32.59万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $32.51万0.02%1,528 120.8% $2,554 加仓
DVY ISHARES TR $32.39万0.02%2,072 40.2% $625 加仓
SHE SPDR SERIES TRUST $32.12万0.02%2,080 40.2% $618 加仓
QUAL ISHARES TR $31.62万0.02%1,441 957.1% $2.08万 加仓
CEG CONSTELLATION ENERGY CORP $31.37万0.02%1,263 -1-0.1% -$248 减仓
VLO VALERO ENERGY CORP $31.33万0.02%1,203 20.2% $521 加仓
VEU VANGUARD INTL EQUITY INDEX F $30.80万0.02%3,678 140.4% $1,172 加仓
TGT TARGET CORP $30.71万0.02%2,351 271.2% $3,527 加仓
SDY SPDR SERIES TRUST $30.42万0.02%1,999 00.0% — 不变
MO ALTRIA GROUP INC $30.29万0.02%4,210 -113-2.6% -$8,131 减仓
CVS CVS HEALTH CORP $30.04万0.02%2,904 30.1% $310 加仓
VDC VANGUARD WORLD FD $30.03万0.02%1,332 10.1% $225 加仓
UL UNILEVER PLC $29.90万0.02%4,974 2124.5% $1.27万 加仓
HYMB SPDR SERIES TRUST $29.71万0.02%11,679 1291.1% $3,282 加仓
BA BOEING CO $29.58万0.02%1,366 -127-8.5% -$2.75万 减仓
ANGL VANECK ETF TRUST $29.48万0.02%10,082 820.8% $2,398 加仓
UBER UBER TECHNOLOGIES INC $29.43万0.02%4,078 200.5% $1,443 加仓
VEA VANGUARD TAX-MANAGED FDS $28.68万0.02%4,025 4,025— $28.68万 新建仓
BLK BLACKROCK INC $28.57万0.02%297 -201-40.4% -$19.34万 减仓
BABA ALIBABA GROUP HLDG LTD $28.50万0.02%2,970 -36-1.2% -$3,455 减仓
SYK STRYKER CORPORATION $28.40万0.02%902 728.7% $2.27万 加仓
MCD MCDONALDS CORP $28.10万0.02%1,039 10311.0% $2.79万 加仓
SPYM SPDR SERIES TRUST $28.00万0.02%3,186 3,186— $28.00万 新建仓
D DOMINION ENERGY INC $26.71万0.02%3,912 3,912— $26.71万 新建仓
FENY FIDELITY COVINGTON TRUST $26.18万0.02%8,855 -142-1.6% -$4,198 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $25.77万0.02%267 267— $25.77万 新建仓
DGRO ISHARES TR $25.55万0.02%3,371 130.4% $985 加仓
IGV ISHARES TR $24.99万0.02%2,759 2,759— $24.99万 新建仓
ESML ISHARES TR $24.15万0.02%4,317 10.0% $56 加仓
KHC KRAFT HEINZ CO $24.00万0.02%10,163 180.2% $425 加仓
PHO INVESCO EXCHANGE TRADED FD T $23.29万0.02%3,372 20.1% $138 加仓
GLD SPDR GOLD TR $22.74万0.02%617 -90-12.7% -$3.32万 减仓
CFG CITIZENS FINL GROUP INC $22.50万0.02%3,211 -206-6.0% -$1.44万 减仓
CB CHUBB LIMITED $22.42万0.02%658 658— $22.42万 新建仓
EAGG ISHARES TR $22.38万0.02%4,720 -2-0.0% -$95 减仓
— BLACKROCK MUNIHLDGS NJ QLTY $21.88万0.02%17,773 -2,479-12.2% -$3.05万 减仓
IEMG ISHARES INC $21.74万0.02%2,625 2,625— $21.74万 新建仓
ASML ASML HLDG NV $21.68万0.02%109 109— $21.68万 新建仓
IJR ISHARES TR $21.30万0.02%1,436 1,436— $21.30万 新建仓
NOBL PROSHARES TR $21.28万0.02%3,790 -222-5.5% -$1.25万 减仓
HUT HUT 8 CORP $21.26万0.02%1,841 1,841— $21.26万 新建仓
IEFA ISHARES TR $20.95万0.01%2,169 2,169— $20.95万 新建仓
IYR ISHARES TR $20.79万0.01%2,033 2,033— $20.79万 新建仓