Blake Schutter Theil Wealth Advisors, LLC
DAYTON OH · SEC CIK 0002042011
$1.23亿2026Q1 申报市值
111持仓数
47.4%前十大占比 · 第一大 14.0%
5 / 6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
VEU 加仓+$240.98万
SGOV 加仓+$92.58万
XSSPX 新建仓+$92.21万
IJH 加仓+$36.01万
DOW 新建仓+$30.36万
2026Q1 卖出最多 按季末市值估算
SCHK 减仓-$188.14万
NUVEEN S&P 500 B 清仓-$101.54万
RTX CORPORATION 清仓-$78.17万
SPTM 减仓-$63.21万
IBDR 清仓-$25.74万
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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $140.27万 | 1.14% | 5,845 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $150.77万 | 1.23% | 14,978 | 9,197 | 159.1% | $92.58万 | 加仓 |
| GOOGL | ALPHABET INC | $168.74万 | 1.38% | 5,868 | -1 | -0.0% | -$288 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $171.45万 | 1.40% | 181,427 | 20,878 | 13.0% | $19.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $199.01万 | 1.62% | 3,330 | 75 | 2.3% | $4.48万 | 加仓 |
| QUAL | ISHARES TR | $219.56万 | 1.79% | 11,447 | -1,191 | -9.4% | -$22.84万 | 减仓 |
| USMV | ISHARES TR | $239.46万 | 1.95% | 25,821 | -14 | -0.1% | -$1,298 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $241.66万 | 1.97% | 5,043 | 14 | 0.3% | $6,709 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $283.31万 | 2.31% | 37,724 | 32,088 | 569.3% | $240.98万 | 加仓 |
| AAPL | APPLE INC | $310.17万 | 2.53% | 12,221 | -48 | -0.4% | -$1.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $368.23万 | 3.00% | 24,863 | 1,469 | 6.3% | $21.76万 | 加仓 |
| DIVB | ISHARES TR | $438.72万 | 3.58% | 81,320 | 1,603 | 2.0% | $8.65万 | 加仓 |
| HDV | ISHARES TR | $470.62万 | 3.84% | 34,675 | 677 | 2.0% | $9.19万 | 加仓 |
| IJH | ISHARES TR | $513.64万 | 4.19% | 76,062 | 5,332 | 7.5% | $36.01万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $595.55万 | 4.85% | 190,089 | -60,050 | -24.0% | -$188.14万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $876.44万 | 7.14% | 351,842 | -1,054 | -0.3% | -$2.63万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $1,717.93万 | 14.00% | 473,649 | -6,738 | -1.4% | -$24.44万 | 减仓 |