William Howard & Co Financial Advisors Inc
MEMPHIS TN · SEC CIK 0002023493
$1.16亿2026Q1 申报市值
54持仓数
73.5%前十大占比 · 第一大 22.8%
0 / 3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
IWM 加仓+$12.08万
VV 加仓+$10.01万
VEA 加仓+$9.03万
VNQ 加仓+$8.87万
AMZN 加仓+$6.89万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$26.78万
MSFT 清仓-$24.42万
BRK/B 清仓-$21.51万
IBIT 清仓-$20.24万
IWV 减仓-$18.39万
2026Q1 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 | $2,634.29万 | 22.75% | 40,329 | -410 | -1.0% | -$26.78万 | 减仓 |
| IEF | ISHARES TR | $1,228.01万 | 10.61% | 128,668 | -997 | -0.8% | -$9.52万 | 减仓 |
| IWM | ISHARES TR | $1,192.23万 | 10.30% | 48,073 | 487 | 1.0% | $12.08万 | 加仓 |
| ICF | ISHARES TR | $995.38万 | 8.60% | 160,831 | 562 | 0.4% | $3.48万 | 加仓 |
| IWV | ISHARES TR | $510.62万 | 4.41% | 13,775 | -496 | -3.5% | -$18.39万 | 减仓 |
| IEFA | ISHARES TR | $504.55万 | 4.36% | 55,734 | -322 | -0.6% | -$2.92万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $448.25万 | 3.87% | 60,870 | 338 | 0.6% | $2.49万 | 加仓 |
| IUSG | ISHARES TR | $350.02万 | 3.02% | 22,566 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $345.90万 | 2.99% | 29,165 | 8 | 0.0% | $949 | 加仓 |
| EFA | ISHARES TR | $296.48万 | 2.56% | 30,524 | -51 | -0.2% | -$4,954 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $235.33万 | 2.03% | 36,725 | 1,409 | 4.0% | $9.03万 | 加仓 |
| SYK | STRYKER CORPORATION | $180.40万 | 1.56% | 5,490 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $169.15万 | 1.46% | 20,485 | 24 | 0.1% | $1,982 | 加仓 |
| APH | AMPHENOL CORP | $166.76万 | 1.44% | 13,198 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $162.61万 | 1.40% | 6,407 | -326 | -4.8% | -$8.27万 | 减仓 |
| TIP | ISHARES TR | $147.99万 | 1.28% | 13,410 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $142.40万 | 1.23% | 16,054 | 1,000 | 6.6% | $8.87万 | 加仓 |
| IEMG | ISHARES INC | $113.40万 | 0.98% | 16,259 | -227 | -1.4% | -$1.58万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $100.27万 | 0.87% | 22,558 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $95.95万 | 0.83% | 1,662 | 0 | 0.0% | — | 不变 |
| CTBI | COMMUNITY TR BANCORP INC | $94.46万 | 0.82% | 15,557 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $92.72万 | 0.80% | 9,340 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $86.65万 | 0.75% | 15,856 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $86.31万 | 0.75% | 2,024 | 2 | 0.1% | $853 | 加仓 |
| PFF | ISHARES TR | $85.54万 | 0.74% | 28,211 | 119 | 0.4% | $3,608 | 加仓 |
| IWD | ISHARES TR | $82.59万 | 0.71% | 3,865 | 14 | 0.4% | $2,992 | 加仓 |
| IUSV | ISHARES TR | $82.37万 | 0.71% | 8,056 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $68.80万 | 0.59% | 8,774 | -25 | -0.3% | -$1,960 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $62.11万 | 0.54% | 12,476 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $59.14万 | 0.51% | 12,964 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $55.98万 | 0.48% | 3,930 | 16 | 0.4% | $2,279 | 加仓 |
| VOO | VANGUARD INDEX FDS | $55.23万 | 0.48% | 924 | 7 | 0.8% | $4,184 | 加仓 |
| IJH | ISHARES TR | $55.20万 | 0.48% | 8,174 | 8 | 0.1% | $540 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.49万 | 0.35% | 1,262 | 59 | 4.9% | $1.89万 | 加仓 |
| IJR | ISHARES TR | $38.57万 | 0.33% | 3,102 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $38.27万 | 0.33% | 7,822 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $33.48万 | 0.29% | 11,515 | 17 | 0.1% | $494 | 加仓 |
| V | VISA INC | $32.70万 | 0.28% | 1,082 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $31.49万 | 0.27% | 1,054 | 335 | 46.6% | $10.01万 | 加仓 |
| AMZN | AMAZON COM INC | $30.78万 | 0.27% | 1,478 | 331 | 28.9% | $6.89万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $30.48万 | 0.26% | 3,781 | 10 | 0.3% | $806 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.15万 | 0.26% | 5,578 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $28.78万 | 0.25% | 1,650 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $27.57万 | 0.24% | 10,753 | 32 | 0.3% | $820 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.55万 | 0.23% | 680 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $25.54万 | 0.22% | 814 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $23.17万 | 0.20% | 7,595 | -354 | -4.5% | -$1.08万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $23.13万 | 0.20% | 2,014 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $22.99万 | 0.20% | 4,048 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $22.86万 | 0.20% | 7,849 | -298 | -3.7% | -$8,681 | 减仓 |
| VXUS | VANGUARD STAR FDS | $22.56万 | 0.19% | 2,926 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $20.72万 | 0.18% | 475 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.60万 | 0.18% | 850 | -37 | -4.2% | -$8,968 | 减仓 |
| IWN | ISHARES TR | $20.49万 | 0.18% | 1,081 | -208 | -16.1% | -$3.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -505 | -100.0% | -$24.42万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -428 | -100.0% | -$21.51万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,076 | -100.0% | -$20.24万 | 清仓 |