Veridan Wealth LLC
WEST LINN OR · SEC CIK 0002052405
$2.70亿2026Q1 申报市值
80持仓数
55.0%前十大占比 · 第一大 31.3%
2 / 1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
MCK 新建仓+$21.34万
AAPL 加仓+$19.90万
FENI 加仓+$17.20万
HFXI 加仓+$16.08万
MSFT 加仓+$15.47万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$37.22万
NKE 清仓-$21.45万
VUG 减仓-$9.57万
IWY 减仓-$4.48万
IWP 减仓-$3.06万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | $8,464.42万 | 31.30% | 5,939,945 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1,091.18万 | 4.04% | 137,065 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $883.05万 | 3.27% | 191,178 | -66 | -0.0% | -$3,049 | 减仓 |
| IWY | ISHARES TR | $738.52万 | 2.73% | 29,679 | -180 | -0.6% | -$4.48万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $708.85万 | 2.62% | 91,844 | 274 | 0.3% | $2.11万 | 加仓 |
| IWX | ISHARES TR | $623.64万 | 2.31% | 67,297 | 439 | 0.7% | $4.07万 | 加仓 |
| MGV | VANGUARD WORLD FD | $618.80万 | 2.29% | 42,690 | -149 | -0.3% | -$2.16万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $590.84万 | 2.19% | 175,951 | 4,788 | 2.8% | $16.08万 | 加仓 |
| IWL | ISHARES TR | $586.68万 | 2.17% | 36,558 | 299 | 0.8% | $4.80万 | 加仓 |
| OEF | ISHARES TR | $577.95万 | 2.14% | 18,171 | 151 | 0.8% | $4.80万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $554.45万 | 2.05% | 149,046 | 4,623 | 3.2% | $17.20万 | 加仓 |
| IMTM | ISHARES TR | $547.21万 | 2.02% | 113,956 | 3,044 | 2.7% | $14.62万 | 加仓 |
| — | ROCKET COS INC 看跌期权 | $534.09万 | 1.98% | 374,800 | 374,800 | — | $534.09万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $498.82万 | 1.84% | 17,369 | 271 | 1.6% | $7.78万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $485.51万 | 1.80% | 58,672 | 1,437 | 2.5% | $11.89万 | 加仓 |
| IGIB | ISHARES TR | $475.07万 | 1.76% | 89,264 | 577 | 0.7% | $3.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $464.40万 | 1.72% | 17,731 | 61 | 0.3% | $1.60万 | 加仓 |
| IEF | ISHARES TR | $409.17万 | 1.51% | 42,872 | 1,568 | 3.8% | $14.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $407.14万 | 1.51% | 22,094 | 335 | 1.5% | $6.17万 | 加仓 |
| IQLT | ISHARES TR | $402.17万 | 1.49% | 86,992 | 2,336 | 2.8% | $10.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $401.36万 | 1.48% | 9,189 | -219 | -2.3% | -$9.57万 | 减仓 |
| ESGD | ISHARES TR | $396.21万 | 1.47% | 41,436 | 1,049 | 2.6% | $10.03万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $391.88万 | 1.45% | 102,427 | 2,373 | 2.4% | $9.08万 | 加仓 |
| EMGF | ISHARES INC | $389.24万 | 1.44% | 64,411 | 1,362 | 2.2% | $8.23万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $385.89万 | 1.43% | 155,914 | 3,663 | 2.4% | $9.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $360.78万 | 1.33% | 123,853 | 693 | 0.6% | $2.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $360.48万 | 1.33% | 40,889 | 228 | 0.6% | $2.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $308.49万 | 1.14% | 5,345 | 134 | 2.6% | $7.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $296.45万 | 1.10% | 15,110 | 89 | 0.6% | $1.75万 | 加仓 |
| IWP | ISHARES TR | $270.89万 | 1.00% | 21,143 | -239 | -1.1% | -$3.06万 | 减仓 |
| MGK | VANGUARD WORLD FD | $251.74万 | 0.93% | 6,851 | 401 | 6.2% | $14.74万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $246.69万 | 0.91% | 52,543 | 2,081 | 4.1% | $9.77万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $243.22万 | 0.90% | 128,009 | 3,726 | 3.0% | $7.08万 | 加仓 |
| IEI | ISHARES TR | $241.16万 | 0.89% | 20,333 | 906 | 4.7% | $10.75万 | 加仓 |
| TLH | ISHARES TR | $235.13万 | 0.87% | 23,345 | 41 | 0.2% | $4,129 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $226.11万 | 0.84% | 84,973 | -318 | -0.4% | -$8,462 | 减仓 |
| AAPL | APPLE INC | $188.70万 | 0.70% | 7,435 | 784 | 11.8% | $19.90万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $185.36万 | 0.69% | 56,256 | 1,793 | 3.3% | $5.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $164.21万 | 0.61% | 9,416 | 270 | 3.0% | $4.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $145.68万 | 0.54% | 3,936 | 418 | 11.9% | $15.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $90.11万 | 0.33% | 18,061 | 2,322 | 14.8% | $11.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $86.14万 | 0.32% | 4,618 | 55 | 1.2% | $1.03万 | 加仓 |
| AMZN | AMAZON COM INC | $73.89万 | 0.27% | 3,548 | 150 | 4.4% | $3.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.17万 | 0.27% | 2,112 | 50 | 2.4% | $1.71万 | 加仓 |
| GOOGL | ALPHABET INC | $67.44万 | 0.25% | 2,345 | 114 | 5.1% | $3.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.38万 | 0.25% | 1,406 | 111 | 8.6% | $5.32万 | 加仓 |
| ESGU | ISHARES TR | $61.33万 | 0.23% | 4,337 | -91 | -2.1% | -$1.29万 | 减仓 |
| GOOG | ALPHABET INC | $54.60万 | 0.20% | 1,903 | -94 | -4.7% | -$2.70万 | 减仓 |
| XVV | ISHARES TR | $50.25万 | 0.19% | 10,209 | -239 | -2.3% | -$1.18万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $47.36万 | 0.18% | 2,301 | -8 | -0.3% | -$1,646 | 减仓 |
| META | META PLATFORMS INC | $45.48万 | 0.17% | 795 | 132 | 19.9% | $7.55万 | 加仓 |
| IJJ | ISHARES TR | $45.18万 | 0.17% | 3,410 | 7 | 0.2% | $927 | 加仓 |
| — | EXXON MOBIL CORP | $44.44万 | 0.16% | 2,620 | 142 | 5.7% | $2.41万 | 加仓 |
| SNPE | DBX ETF TR | $44.32万 | 0.16% | 7,442 | -201 | -2.6% | -$1.20万 | 减仓 |
| QUAL | ISHARES TR | $43.65万 | 0.16% | 2,276 | 5 | 0.2% | $959 | 加仓 |
| AVGO | BROADCOM INC | $43.33万 | 0.16% | 1,400 | 92 | 7.0% | $2.85万 | 加仓 |
| EAGG | ISHARES TR | $42.86万 | 0.16% | 9,013 | -250 | -2.7% | -$1.19万 | 减仓 |
| SDY | SPDR SERIES TRUST | $40.11万 | 0.15% | 2,748 | 16 | 0.6% | $2,335 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.56万 | 0.15% | 2,671 | 13 | 0.5% | $1,925 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.15万 | 0.14% | 1,821 | 41 | 2.3% | $8,815 | 加仓 |
| IVV | ISHARES TR | $38.05万 | 0.14% | 582 | 1 | 0.2% | $654 | 加仓 |
| SMLF | ISHARES TR | $37.29万 | 0.14% | 4,940 | 1,342 | 37.3% | $10.13万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $35.91万 | 0.13% | 2,476 | 4 | 0.2% | $580 | 加仓 |
| EFIV | SPDR SERIES TRUST | $35.43万 | 0.13% | 5,617 | -149 | -2.6% | -$9,400 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.75万 | 0.13% | 2,406 | 127 | 5.6% | $1.83万 | 加仓 |
| SUSL | ISHARES TR | $34.08万 | 0.13% | 3,000 | -76 | -2.5% | -$8,634 | 减仓 |
| USSG | DBX ETF TR | $33.93万 | 0.13% | 5,685 | -148 | -2.5% | -$8,833 | 减仓 |
| SUSB | ISHARES TR | $33.30万 | 0.12% | 13,284 | -700 | -5.0% | -$1.75万 | 减仓 |
| WMT | WALMART INC | $32.78万 | 0.12% | 2,637 | -147 | -5.3% | -$1.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.87万 | 0.11% | 1,016 | 91 | 9.8% | $2.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.75万 | 0.11% | 299 | -374 | -55.6% | -$37.22万 | 减仓 |
| ESGE | ISHARES INC | $26.41万 | 0.10% | 5,809 | -207 | -3.4% | -$9,412 | 减仓 |
| LLY | ELI LILLY & CO | $26.06万 | 0.10% | 283 | 21 | 8.0% | $1.93万 | 加仓 |
| ACWI | ISHARES TR | $25.17万 | 0.09% | 1,819 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.57万 | 0.09% | 634 | 39 | 6.6% | $1.45万 | 加仓 |
| NUDM | NUSHARES ETF TR | $23.52万 | 0.09% | 6,514 | -198 | -2.9% | -$7,150 | 减仓 |
| — | DBX ETF TR | $23.15万 | 0.09% | 6,588 | -190 | -2.8% | -$6,677 | 减仓 |
| SUSC | ISHARES TR | $22.94万 | 0.08% | 9,917 | -281 | -2.8% | -$6,501 | 减仓 |
| V | VISA INC | $21.48万 | 0.08% | 711 | 52 | 7.9% | $1.57万 | 加仓 |
| MCK | MCKESSON CORP | $21.34万 | 0.08% | 247 | 247 | — | $21.34万 | 新建仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,367 | -100.0% | -$21.45万 | 清仓 |