William Howard & Co Financial Advisors Inc
MEMPHIS TN · SEC CIK 0002023493
$1.29亿2026Q2 申报市值
54持仓数
73.1%前十大占比 · 第一大 23.4%
1 / 1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
MRVL 新建仓+$28.60万
BND 加仓+$8.92万
ITOT 加仓+$3.43万
IEFA 加仓+$2.69万
TIP 加仓+$1.44万
2026Q2 卖出最多 按季末市值估算
IWN 清仓-$20.49万
IVV 减仓-$15.20万
IWM 减仓-$14.54万
EFA 减仓-$9.65万
AAPL 减仓-$2.89万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,004.93万 | 23.37% | 40,126 | -203 | -0.5% | -$15.20万 | 减仓 |
| IWM | ISHARES TR | $1,429.83万 | 11.12% | 47,589 | -484 | -1.0% | -$14.54万 | 减仓 |
| IEF | ISHARES TR | $1,215.95万 | 9.46% | 128,576 | -92 | -0.1% | -$8,700 | 减仓 |
| ICF | ISHARES TR | $1,088.32万 | 8.46% | 160,922 | 91 | 0.1% | $6,154 | 加仓 |
| IWV | ISHARES TR | $587.50万 | 4.57% | 13,778 | 3 | 0.0% | $1,279 | 加仓 |
| IEFA | ISHARES TR | $540.98万 | 4.21% | 56,013 | 279 | 0.5% | $2.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $455.77万 | 3.54% | 62,085 | 1,215 | 2.0% | $8.92万 | 加仓 |
| IUSG | ISHARES TR | $424.44万 | 3.30% | 22,566 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $342.71万 | 2.67% | 29,180 | 15 | 0.1% | $1,762 | 加仓 |
| EFA | ISHARES TR | $307.43万 | 2.39% | 29,595 | -929 | -3.0% | -$9.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $261.07万 | 2.03% | 36,641 | -84 | -0.2% | -$5,985 | 减仓 |
| APH | AMPHENOL CORP | $232.71万 | 1.81% | 13,198 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $182.51万 | 1.42% | 6,307 | -100 | -1.6% | -$2.89万 | 减仓 |
| SYK | STRYKER CORPORATION | $172.85万 | 1.34% | 5,490 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $168.52万 | 1.31% | 20,523 | 38 | 0.2% | $3,120 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $154.66万 | 1.20% | 16,038 | -16 | -0.1% | -$1,543 | 减仓 |
| TIP | ISHARES TR | $148.20万 | 1.15% | 13,542 | 132 | 1.0% | $1.44万 | 加仓 |
| IEMG | ISHARES INC | $134.75万 | 1.05% | 16,267 | 8 | 0.0% | $663 | 加仓 |
| QQQ | INVESCO QQQ TR | $122.42万 | 0.95% | 1,662 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $115.80万 | 0.90% | 15,885 | 29 | 0.2% | $2,114 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $112.57万 | 0.88% | 15,557 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $101.18万 | 0.79% | 22,558 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $100.60万 | 0.78% | 8,102 | 6 | 0.1% | $745 | 加仓 |
| IWD | ISHARES TR | $94.00万 | 0.73% | 3,878 | 13 | 0.3% | $3,151 | 加仓 |
| AGG | ISHARES TR | $92.45万 | 0.72% | 9,340 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $88.74万 | 0.69% | 8,056 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $86.76万 | 0.67% | 28,454 | 243 | 0.9% | $7,409 | 加仓 |
| SCZ | ISHARES TR | $69.49万 | 0.54% | 8,447 | -327 | -3.7% | -$2.69万 | 减仓 |
| ITOT | ISHARES TR | $67.99万 | 0.53% | 4,139 | 209 | 5.3% | $3.43万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $62.11万 | 0.48% | 12,476 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $62.03万 | 0.48% | 8,044 | -130 | -1.6% | -$1.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $61.96万 | 0.48% | 902 | -22 | -2.4% | -$1.51万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $58.97万 | 0.46% | 12,964 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.89万 | 0.40% | 680 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.71万 | 0.36% | 1,262 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $46.02万 | 0.36% | 3,103 | 1 | 0.0% | $148 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.72万 | 0.32% | 11,547 | 32 | 0.3% | $1,156 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $41.50万 | 0.32% | 7,866 | 44 | 0.6% | $2,321 | 加仓 |
| V | VISA INC | $37.12万 | 0.29% | 1,082 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $36.34万 | 0.28% | 1,057 | 3 | 0.3% | $1,031 | 加仓 |
| AMZN | AMAZON COM INC | $35.51万 | 0.28% | 1,490 | 12 | 0.8% | $2,860 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $34.60万 | 0.27% | 3,793 | 12 | 0.3% | $1,095 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.31万 | 0.26% | 5,580 | 2 | 0.0% | $119 | 加仓 |
| NVDA | NVIDIA CORPORATION | $33.02万 | 0.26% | 1,650 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $32.07万 | 0.25% | 814 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $31.73万 | 0.25% | 10,781 | 28 | 0.3% | $824 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.60万 | 0.22% | 960 | 960 | — | $28.60万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $27.70万 | 0.22% | 2,014 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $27.38万 | 0.21% | 4,003 | -45 | -1.1% | -$3,078 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.59万 | 0.21% | 7,857 | 8 | 0.1% | $271 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $26.56万 | 0.21% | 7,630 | 35 | 0.5% | $1,218 | 加仓 |
| VXUS | VANGUARD STAR FDS | $25.01万 | 0.19% | 2,926 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.90万 | 0.19% | 850 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $21.51万 | 0.17% | 475 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -1,081 | -100.0% | -$20.49万 | 清仓 |