13F 机构持仓

Drucker Wealth 3.0, LLC

WOODCLIFF LAKE NJ · SEC CIK 0002031642

2026Q22026Q1 更早 9 个季度 🔒
$5.73亿2026Q1 申报市值
266持仓数
35.8%前十大占比 · 第一大 8.9%
14 / 10新建仓 / 清仓
申报市值走势$6.32亿2026Q2
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

VOO 8.9%
COWZ 3.9%
VB 3.3%
AAPL 3.3%
EFA 3.3%
VTI 2.9%
BND 2.9%
QQQ 2.8%
VIG 2.5%
VEA 2.1%

2026Q1 买入最多 按季末市值估算

FDS 加仓+$90.77万
ADP 新建仓+$75.45万
ACN 加仓+$72.10万
SBAC 新建仓+$70.60万
VOO 加仓+$69.14万

2026Q1 卖出最多 按季末市值估算

JANUS HENDERSON 清仓-$87.99万
PFE 减仓-$85.75万
AMGN 减仓-$76.00万
GIS 清仓-$64.52万
AAL 清仓-$61.84万

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
TSM TAIWAN SEMICONDUCTOR MANUFAC $158.08万0.28%4,677 -98-2.1% -$3.31万 减仓
SBUX STARBUCKS CORP $158.68万0.28%17,711 680.4% $6,092 加仓
EMR EMERSON ELEC CO $163.51万0.29%12,480 -120-1.0% -$1.57万 减仓
V VISA INC $163.68万0.29%5,416 -170-3.0% -$5.14万 减仓
SDY SPDR SERIES TRUST $176.74万0.31%12,111 -240-1.9% -$3.50万 减仓
T AT&T INC $179.73万0.31%61,998 5,1649.1% $14.97万 加仓
ACN ACCENTURE PLC IRELAND $180.52万0.32%9,104 3,63666.5% $72.10万 加仓
CME CME GROUP INC $181.85万0.32%6,157 4047.0% $11.93万 加仓
DFIC DIMENSIONAL ETF TRUST $181.97万0.32%51,217 -3,571-6.5% -$12.69万 减仓
PEP PEPSICO INC $187.31万0.33%12,062 6385.6% $9.91万 加仓
ETR ENTERGY CORP NEW $197.32万0.34%17,562 -1,364-7.2% -$15.33万 减仓
VZ VERIZON COMMUNICATIONS INC $198.35万0.35%39,512 -1,213-3.0% -$6.09万 减仓
DFLV DIMENSIONAL ETF TRUST $203.86万0.36%57,088 -4,018-6.6% -$14.35万 减仓
MO ALTRIA GROUP INC $206.35万0.36%31,269 3,23911.6% $21.37万 加仓
WEC WEC ENERGY GROUP INC $206.99万0.36%17,879 -5-0.0% -$579 减仓
WFC WELLS FARGO & CO $216.14万0.38%27,150 -1,126-4.0% -$8.96万 减仓
AVGO BROADCOM INC $221.24万0.39%7,148 100.1% $3,095 加仓
ENB ENBRIDGE INC $224.05万0.39%41,384 -1,329-3.1% -$7.20万 减仓
CMI CUMMINS INC $224.77万0.39%4,177 812.0% $4.36万 加仓
SPTL SPDR SERIES TRUST $224.82万0.39%85,485 4210.5% $1.11万 加仓
WMB WILLIAMS COS INC $225.15万0.39%30,936 1,7536.0% $12.76万 加仓
FAST FASTENAL CO $225.32万0.39%48,559 2,3485.1% $10.89万 加仓
KMI KINDER MORGAN INC DEL $231.09万0.40%68,920 4,7337.4% $15.87万 加仓
GRMN GARMIN LTD $234.43万0.41%10,104 1,98324.4% $46.01万 加仓
HD HOME DEPOT INC $240.83万0.42%7,322 600.8% $1.97万 加仓
TSLA TESLA INC $241.84万0.42%6,505 76513.3% $28.44万 加仓
PG PROCTER & GAMBLE CO $249.55万0.44%17,277 7884.8% $11.38万 加仓
MRK MERCK & CO INC $257.55万0.45%21,410 3,38418.8% $40.71万 加仓
SCCO SOUTHERN COPPER CORP $276.21万0.48%16,053 7444.9% $12.80万 加仓
TXN TEXAS INSTRS INC $279.02万0.49%14,372 290.2% $5,630 加仓
KO COCA COLA CO $282.43万0.49%37,137 2590.7% $1.97万 加仓
SPEM SPDR INDEX SHS FDS $303.25万0.53%64,644 2,7014.4% $12.67万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $318.85万0.56%6,654 -48-0.7% -$2.30万 减仓
— DIMENSIONAL ETF TRUST $320.86万0.56%45,108 -1,974-4.2% -$14.04万 减仓
SHYG ISHARES TR $324.96万0.57%76,804 -1,244-1.6% -$5.26万 减仓
BLK BLACKROCK INC $326.07万0.57%3,390 00.0% — 不变
CSCO CISCO SYS INC $328.40万0.57%42,326 2750.7% $2.13万 加仓
META META PLATFORMS INC $330.00万0.58%5,768 -463-7.4% -$26.49万 减仓
GOOG ALPHABET INC $338.67万0.59%11,806 1,08110.1% $31.01万 加仓
USHY ISHARES TR $353.61万0.62%95,986 4,0694.4% $14.99万 加仓
NEE NEXTERA ENERGY INC $357.82万0.62%38,526 3250.9% $3.02万 加仓
ITOT ISHARES TR $368.50万0.64%25,873 -201-0.8% -$2.86万 减仓
CVX CHEVRON CORPORATION $408.89万0.71%19,763 4342.2% $8.98万 加仓
SPY STATE STR SPDR S&P 500 ETF T $412.85万0.72%6,349 480.8% $3.12万 加仓
VWO VANGUARD INTL EQUITY INDEX F $427.53万0.75%79,099 9561.2% $5.17万 加仓
VO VANGUARD INDEX FDS $428.65万0.75%14,926 1040.7% $2.99万 加仓
VCIT VANGUARD SCOTTSDALE FDS $457.56万0.80%55,295 1500.3% $1.24万 加仓
IVOG VANGUARD ADMIRAL FDS INC $458.12万0.80%36,641 910.2% $1.14万 加仓
SPMB SPDR SERIES TRUST $458.32万0.80%204,701 3,7471.9% $8.39万 加仓
GOVT ISHARES TR $482.41万0.84%210,568 5,4632.7% $12.52万 加仓
PM PHILIP MORRIS INTL INC $505.88万0.88%30,596 4921.6% $8.13万 加仓
GOOGL ALPHABET INC $525.11万0.92%18,261 -857-4.5% -$24.64万 减仓
AMAT APPLIED MATLS INC $533.44万0.93%15,607 1410.9% $4.82万 加仓
VOE VANGUARD INDEX FDS $546.66万0.95%29,665 -308-1.0% -$5.68万 减仓
VUG VANGUARD INDEX FDS $551.67万0.96%12,630 -239-1.9% -$10.44万 减仓
JNJ JOHNSON & JOHNSON $563.59万0.98%23,057 3571.6% $8.73万 加仓
— EXXON MOBIL CORP $577.95万1.01%34,065 -517-1.5% -$8.77万 减仓
VTC VANGUARD SCOTTSDALE FDS $600.12万1.05%78,110 1,6512.2% $12.68万 加仓
VGT VANGUARD WORLD FD $615.02万1.07%8,814 2192.5% $15.28万 加仓
AMZN AMAZON COM INC $659.88万1.15%31,684 6532.1% $13.60万 加仓
NVDA NVIDIA CORPORATION $802.44万1.40%46,012 -710-1.5% -$12.38万 减仓
VYM VANGUARD WHITEHALL FDS $807.02万1.41%54,491 -665-1.2% -$9.85万 减仓
JPM JPMORGAN CHASE & CO $820.20万1.43%27,883 750.3% $2.21万 加仓
VTV VANGUARD INDEX FDS $875.48万1.53%44,622 -731-1.6% -$14.34万 减仓
MSFT MICROSOFT CORP $899.19万1.57%24,291 -1,524-5.9% -$56.41万 减仓
SCHD SCHWAB STRATEGIC TR $956.04万1.67%311,617 6,5812.2% $20.19万 加仓
VYMI VANGUARD WHITEHALL FDS $1,103.94万1.93%117,142 1,8181.6% $17.13万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,216.54万2.12%189,847 2,8311.5% $18.14万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,430.57万2.50%66,519 1,7782.7% $38.24万 加仓
QQQ INVESCO QQQ TR $1,584.94万2.77%27,460 4321.6% $24.93万 加仓
BND VANGUARD BD INDEX FDS $1,640.06万2.86%222,713 -2,297-1.0% -$16.92万 减仓
VTI VANGUARD INDEX FDS $1,660.30万2.90%51,753 -633-1.2% -$20.31万 减仓
EFA ISHARES TR $1,873.92万3.27%192,930 2860.1% $2.78万 加仓
AAPL APPLE INC $1,886.89万3.29%74,348 -54-0.1% -$1.37万 减仓
VB VANGUARD INDEX FDS $1,909.36万3.33%72,899 -194-0.3% -$5.08万 减仓
COWZ PACER FDS TR $2,241.42万3.91%358,283 -913-0.3% -$5.71万 减仓
VOO VANGUARD INDEX FDS $5,086.42万8.88%85,121 1,1571.4% $69.14万 加仓