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 |
|---|---|---|---|---|---|---|---|---|
| NXP | NUVEEN SELECT TAX-FREE INCOM | $25.57万 | 0.17% | 17,870 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $25.51万 | 0.17% | 9,609 | 7 | 0.1% | $186 | 加仓 |
| CMCSA | COMCAST CORP NEW | $25.04万 | 0.17% | 10,200 | -1,882 | -15.6% | -$4.62万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $24.89万 | 0.17% | 2,742 | -870 | -24.1% | -$7.90万 | 减仓 |
| FEOE | RBB FUND TRUST | $24.87万 | 0.17% | 4,658 | 4,658 | — | $24.87万 | 新建仓 |
| HSY | HERSHEY CO | $24.48万 | 0.17% | 1,395 | -73 | -5.0% | -$1.28万 | 减仓 |
| TIP | ISHARES TR | $24.07万 | 0.16% | 2,200 | 2,200 | — | $24.07万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.16万 | 0.14% | 412 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $20.53万 | 0.14% | 567 | -52 | -8.4% | -$1.88万 | 减仓 |
| AGG | ISHARES TR | $20.42万 | 0.14% | 2,063 | 2,063 | — | $20.42万 | 新建仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -7,290 | -100.0% | -$30.36万 | 清仓 |
| BCE | BCE INC | $0 | 0.00% | 0 | -10,363 | -100.0% | -$26.16万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,310 | -100.0% | -$22.21万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -423 | -100.0% | -$20.97万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,419 | -100.0% | -$20.51万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,228 | -100.0% | -$20.30万 | 清仓 |