Blake Schutter Theil Wealth Advisors, LLC
DAYTON OH · SEC CIK 0002042011
$1.48亿2026Q2 申报市值
110持仓数
50.6%前十大占比 · 第一大 12.9%
5 / 6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
VXUS 新建仓+$898.59万
VYM 加仓+$201.99万
VOO 加仓+$123.36万
SCHR 加仓+$107.79万
DIVB 加仓+$68.68万
2026Q2 卖出最多 按季末市值估算
FELC 减仓-$83.57万
DOW 清仓-$30.36万
BCE 清仓-$26.16万
NFLX 清仓-$22.21万
LIN 清仓-$20.97万
2026Q2 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 | $200.21万 | 1.35% | 5,840 | -5 | -0.1% | -$1,714 | 减仓 |
| GOOGL | ALPHABET INC | $204.78万 | 1.39% | 5,730 | -138 | -2.4% | -$4.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $237.59万 | 1.61% | 4,748 | -295 | -5.8% | -$14.76万 | 减仓 |
| USMV | ISHARES TR | $249.07万 | 1.68% | 25,821 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $251.18万 | 1.70% | 11,447 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $352.07万 | 2.38% | 5,126 | 1,796 | 53.9% | $123.36万 | 加仓 |
| AAPL | APPLE INC | $354.34万 | 2.40% | 12,246 | 25 | 0.2% | $7,234 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $376.97万 | 2.55% | 45,012 | 7,288 | 19.3% | $61.04万 | 加仓 |
| HDV | ISHARES TR | $541.42万 | 3.66% | 197,526 | 24,151 | 13.9% | $66.20万 | 加仓 |
| DIVB | ISHARES TR | $569.61万 | 3.85% | 92,469 | 11,149 | 13.7% | $68.68万 | 加仓 |
| IJH | ISHARES TR | $588.77万 | 3.98% | 76,354 | 292 | 0.4% | $2.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $594.91万 | 4.02% | 37,645 | 12,782 | 51.4% | $201.99万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $685.46万 | 4.64% | 190,089 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $898.59万 | 6.08% | 105,111 | 105,111 | — | $898.59万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $975.44万 | 6.60% | 395,554 | 43,712 | 12.4% | $107.79万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1,901.49万 | 12.86% | 453,709 | -19,940 | -4.2% | -$83.57万 | 减仓 |