Drucker Wealth 3.0, LLC
WOODCLIFF LAKE NJ · SEC CIK 0002031642
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,086.42万 | 8.88% | 85,121 | 1,157 | 1.4% | $69.14万 | 加仓 |
| COWZ | PACER FDS TR | $2,241.42万 | 3.91% | 358,283 | -913 | -0.3% | -$5.71万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,909.36万 | 3.33% | 72,899 | -194 | -0.3% | -$5.08万 | 减仓 |
| AAPL | APPLE INC | $1,886.89万 | 3.29% | 74,348 | -54 | -0.1% | -$1.37万 | 减仓 |
| EFA | ISHARES TR | $1,873.92万 | 3.27% | 192,930 | 286 | 0.1% | $2.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,660.30万 | 2.90% | 51,753 | -633 | -1.2% | -$20.31万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,640.06万 | 2.86% | 222,713 | -2,297 | -1.0% | -$16.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,584.94万 | 2.77% | 27,460 | 432 | 1.6% | $24.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,430.57万 | 2.50% | 66,519 | 1,778 | 2.7% | $38.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,216.54万 | 2.12% | 189,847 | 2,831 | 1.5% | $18.14万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,103.94万 | 1.93% | 117,142 | 1,818 | 1.6% | $17.13万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $956.04万 | 1.67% | 311,617 | 6,581 | 2.2% | $20.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $899.19万 | 1.57% | 24,291 | -1,524 | -5.9% | -$56.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $875.48万 | 1.53% | 44,622 | -731 | -1.6% | -$14.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $820.20万 | 1.43% | 27,883 | 75 | 0.3% | $2.21万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $807.02万 | 1.41% | 54,491 | -665 | -1.2% | -$9.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $802.44万 | 1.40% | 46,012 | -710 | -1.5% | -$12.38万 | 减仓 |
| AMZN | AMAZON COM INC | $659.88万 | 1.15% | 31,684 | 653 | 2.1% | $13.60万 | 加仓 |
| VGT | VANGUARD WORLD FD | $615.02万 | 1.07% | 8,814 | 219 | 2.5% | $15.28万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $600.12万 | 1.05% | 78,110 | 1,651 | 2.2% | $12.68万 | 加仓 |
| — | EXXON MOBIL CORP | $577.95万 | 1.01% | 34,065 | -517 | -1.5% | -$8.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $563.59万 | 0.98% | 23,057 | 357 | 1.6% | $8.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $551.67万 | 0.96% | 12,630 | -239 | -1.9% | -$10.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $546.66万 | 0.95% | 29,665 | -308 | -1.0% | -$5.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $533.44万 | 0.93% | 15,607 | 141 | 0.9% | $4.82万 | 加仓 |
| GOOGL | ALPHABET INC | $525.11万 | 0.92% | 18,261 | -857 | -4.5% | -$24.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $505.88万 | 0.88% | 30,596 | 492 | 1.6% | $8.13万 | 加仓 |
| GOVT | ISHARES TR | $482.41万 | 0.84% | 210,568 | 5,463 | 2.7% | $12.52万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $458.32万 | 0.80% | 204,701 | 3,747 | 1.9% | $8.39万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $458.12万 | 0.80% | 36,641 | 91 | 0.2% | $1.14万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $457.56万 | 0.80% | 55,295 | 150 | 0.3% | $1.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $428.65万 | 0.75% | 14,926 | 104 | 0.7% | $2.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $427.53万 | 0.75% | 79,099 | 956 | 1.2% | $5.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $412.85万 | 0.72% | 6,349 | 48 | 0.8% | $3.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $408.89万 | 0.71% | 19,763 | 434 | 2.2% | $8.98万 | 加仓 |
| ITOT | ISHARES TR | $368.50万 | 0.64% | 25,873 | -201 | -0.8% | -$2.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $357.82万 | 0.62% | 38,526 | 325 | 0.9% | $3.02万 | 加仓 |
| USHY | ISHARES TR | $353.61万 | 0.62% | 95,986 | 4,069 | 4.4% | $14.99万 | 加仓 |
| GOOG | ALPHABET INC | $338.67万 | 0.59% | 11,806 | 1,081 | 10.1% | $31.01万 | 加仓 |
| META | META PLATFORMS INC | $330.00万 | 0.58% | 5,768 | -463 | -7.4% | -$26.49万 | 减仓 |
| CSCO | CISCO SYS INC | $328.40万 | 0.57% | 42,326 | 275 | 0.7% | $2.13万 | 加仓 |
| BLK | BLACKROCK INC | $326.07万 | 0.57% | 3,390 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $324.96万 | 0.57% | 76,804 | -1,244 | -1.6% | -$5.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $320.86万 | 0.56% | 45,108 | -1,974 | -4.2% | -$14.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $318.85万 | 0.56% | 6,654 | -48 | -0.7% | -$2.30万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $303.25万 | 0.53% | 64,644 | 2,701 | 4.4% | $12.67万 | 加仓 |
| KO | COCA COLA CO | $282.43万 | 0.49% | 37,137 | 259 | 0.7% | $1.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $279.02万 | 0.49% | 14,372 | 29 | 0.2% | $5,630 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $276.21万 | 0.48% | 16,053 | 744 | 4.9% | $12.80万 | 加仓 |
| MRK | MERCK & CO INC | $257.55万 | 0.45% | 21,410 | 3,384 | 18.8% | $40.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $249.55万 | 0.44% | 17,277 | 788 | 4.8% | $11.38万 | 加仓 |
| TSLA | TESLA INC | $241.84万 | 0.42% | 6,505 | 765 | 13.3% | $28.44万 | 加仓 |
| HD | HOME DEPOT INC | $240.83万 | 0.42% | 7,322 | 60 | 0.8% | $1.97万 | 加仓 |
| GRMN | GARMIN LTD | $234.43万 | 0.41% | 10,104 | 1,983 | 24.4% | $46.01万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $231.09万 | 0.40% | 68,920 | 4,733 | 7.4% | $15.87万 | 加仓 |
| FAST | FASTENAL CO | $225.32万 | 0.39% | 48,559 | 2,348 | 5.1% | $10.89万 | 加仓 |
| WMB | WILLIAMS COS INC | $225.15万 | 0.39% | 30,936 | 1,753 | 6.0% | $12.76万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $224.82万 | 0.39% | 85,485 | 421 | 0.5% | $1.11万 | 加仓 |
| CMI | CUMMINS INC | $224.77万 | 0.39% | 4,177 | 81 | 2.0% | $4.36万 | 加仓 |
| ENB | ENBRIDGE INC | $224.05万 | 0.39% | 41,384 | -1,329 | -3.1% | -$7.20万 | 减仓 |
| AVGO | BROADCOM INC | $221.24万 | 0.39% | 7,148 | 10 | 0.1% | $3,095 | 加仓 |
| WFC | WELLS FARGO & CO | $216.14万 | 0.38% | 27,150 | -1,126 | -4.0% | -$8.96万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $206.99万 | 0.36% | 17,879 | -5 | -0.0% | -$579 | 减仓 |
| MO | ALTRIA GROUP INC | $206.35万 | 0.36% | 31,269 | 3,239 | 11.6% | $21.37万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $203.86万 | 0.36% | 57,088 | -4,018 | -6.6% | -$14.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $198.35万 | 0.35% | 39,512 | -1,213 | -3.0% | -$6.09万 | 减仓 |
| ETR | ENTERGY CORP NEW | $197.32万 | 0.34% | 17,562 | -1,364 | -7.2% | -$15.33万 | 减仓 |
| PEP | PEPSICO INC | $187.31万 | 0.33% | 12,062 | 638 | 5.6% | $9.91万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $181.97万 | 0.32% | 51,217 | -3,571 | -6.5% | -$12.69万 | 减仓 |
| CME | CME GROUP INC | $181.85万 | 0.32% | 6,157 | 404 | 7.0% | $11.93万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $180.52万 | 0.32% | 9,104 | 3,636 | 66.5% | $72.10万 | 加仓 |
| T | AT&T INC | $179.73万 | 0.31% | 61,998 | 5,164 | 9.1% | $14.97万 | 加仓 |
| SDY | SPDR SERIES TRUST | $176.74万 | 0.31% | 12,111 | -240 | -1.9% | -$3.50万 | 减仓 |
| V | VISA INC | $163.68万 | 0.29% | 5,416 | -170 | -3.0% | -$5.14万 | 减仓 |
| EMR | EMERSON ELEC CO | $163.51万 | 0.29% | 12,480 | -120 | -1.0% | -$1.57万 | 减仓 |
| SBUX | STARBUCKS CORP | $158.68万 | 0.28% | 17,711 | 68 | 0.4% | $6,092 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $158.08万 | 0.28% | 4,677 | -98 | -2.1% | -$3.31万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $157.80万 | 0.28% | 52,478 | 1,206 | 2.4% | $3.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $157.38万 | 0.27% | 18,163 | 39 | 0.2% | $3,379 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $155.60万 | 0.27% | 5,744 | 69 | 1.2% | $1.87万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $154.02万 | 0.27% | 11,762 | -705 | -5.7% | -$9.23万 | 减仓 |
| AMGN | AMGEN INC | $153.86万 | 0.27% | 4,373 | -2,160 | -33.1% | -$76.00万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $153.33万 | 0.27% | 53,407 | 11,868 | 28.6% | $34.07万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $151.51万 | 0.26% | 31,356 | 31 | 0.1% | $1,498 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $148.59万 | 0.26% | 24,499 | 3,820 | 18.5% | $23.17万 | 加仓 |
| DTM | DT MIDSTREAM INC | $143.07万 | 0.25% | 10,624 | 703 | 7.1% | $9.47万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $139.35万 | 0.24% | 6,422 | 4,183 | 186.8% | $90.77万 | 加仓 |
| NYF | ISHARES TR | $136.53万 | 0.24% | 25,703 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $136.28万 | 0.24% | 29,644 | -3,195 | -9.7% | -$14.69万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $128.96万 | 0.23% | 10,182 | -302 | -2.9% | -$3.83万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $125.98万 | 0.22% | 13,977 | -441 | -3.1% | -$3.97万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $123.82万 | 0.22% | 294 | -1 | -0.3% | -$4,212 | 减仓 |
| LLY | ELI LILLY & CO | $122.30万 | 0.21% | 1,330 | 133 | 11.1% | $12.23万 | 加仓 |
| PSX | PHILLIPS 66 | $121.30万 | 0.21% | 6,658 | 322 | 5.1% | $5.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $120.62万 | 0.21% | 5,796 | 503 | 9.5% | $10.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $120.35万 | 0.21% | 11,722 | 391 | 3.5% | $4.01万 | 加仓 |
| QCOM | QUALCOMM INC | $120.09万 | 0.21% | 9,325 | -998 | -9.7% | -$12.85万 | 减仓 |
| SNA | SNAP ON INC | $118.94万 | 0.21% | 3,275 | 243 | 8.0% | $8.82万 | 加仓 |
| HSY | HERSHEY CO | $116.16万 | 0.20% | 5,587 | 500 | 9.8% | $10.40万 | 加仓 |
| PAYX | PAYCHEX INC | $114.17万 | 0.20% | 12,393 | 5,475 | 79.1% | $50.44万 | 加仓 |