Veridan Wealth LLC
WEST LINN OR · SEC CIK 0002052405
$2.94亿2026Q2 申报市值
86持仓数
54.3%前十大占比 · 第一大 31.8%
11 / 5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
ICSH 新建仓+$520.48万
IGSB 新建仓+$509.22万
IEI 加仓+$285.52万
PAVE 新建仓+$240.86万
TDTF 新建仓+$214.05万
2026Q2 卖出最多 按季末市值估算
IUSB 减仓-$805.05万
BIV 减仓-$680.68万
IGIB 清仓-$475.07万
TLH 清仓-$235.13万
SCHP 清仓-$226.11万
2026Q2 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 | $9,355.41万 | 31.83% | 5,939,945 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1,138.37万 | 3.87% | 137,751 | 686 | 0.5% | $5.67万 | 加仓 |
| IWY | ISHARES TR | $865.80万 | 2.95% | 29,791 | 112 | 0.4% | $3.25万 | 加仓 |
| MGV | VANGUARD WORLD FD | $688.71万 | 2.34% | 42,136 | -554 | -1.3% | -$9.06万 | 减仓 |
| IWX | ISHARES TR | $675.78万 | 2.30% | 64,262 | -3,035 | -4.5% | -$31.92万 | 减仓 |
| IWL | ISHARES TR | $657.46万 | 2.24% | 35,548 | -1,010 | -2.8% | -$18.68万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $654.90万 | 2.23% | 171,934 | -4,017 | -2.3% | -$15.30万 | 减仓 |
| OEF | ISHARES TR | $645.23万 | 2.19% | 17,636 | -535 | -2.9% | -$19.57万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $640.06万 | 2.18% | 159,498 | 10,452 | 7.0% | $41.94万 | 加仓 |
| IMTM | ISHARES TR | $633.29万 | 2.15% | 118,750 | 4,794 | 4.2% | $25.57万 | 加仓 |
| — | ROCKET COS INC 看跌期权 | $590.31万 | 2.01% | 374,800 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $588.55万 | 2.00% | 73,048 | 3,572 | 5.1% | $28.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $557.93万 | 1.90% | 18,406 | 675 | 3.8% | $20.46万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $534.54万 | 1.82% | 64,675 | 6,003 | 10.2% | $49.61万 | 加仓 |
| IEI | ISHARES TR | $524.34万 | 1.78% | 44,643 | 24,310 | 119.6% | $285.52万 | 加仓 |
| ICSH | ISHARES TR | $520.48万 | 1.77% | 102,902 | 102,902 | — | $520.48万 | 新建仓 |
| IGSB | ISHARES TR | $509.22万 | 1.73% | 97,160 | 97,160 | — | $509.22万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $458.04万 | 1.56% | 53,174 | -1,960 | -3.6% | -$16.88万 | 减仓 |
| IQLT | ISHARES TR | $453.85万 | 1.54% | 91,594 | 4,602 | 5.3% | $22.80万 | 加仓 |
| ESGD | ISHARES TR | $451.89万 | 1.54% | 43,954 | 2,518 | 6.1% | $25.89万 | 加仓 |
| IEF | ISHARES TR | $445.97万 | 1.52% | 47,157 | 4,285 | 10.0% | $40.52万 | 加仓 |
| EMGF | ISHARES INC | $437.01万 | 1.49% | 59,652 | -4,759 | -7.4% | -$34.86万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $427.26万 | 1.45% | 154,246 | -1,668 | -1.1% | -$4.62万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $419.62万 | 1.43% | 124,000 | 147 | 0.1% | $4,974 | 加仓 |
| VOE | VANGUARD INDEX FDS | $407.97万 | 1.39% | 20,646 | -1,448 | -6.6% | -$28.61万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $400.72万 | 1.36% | 100,988 | -1,439 | -1.4% | -$5.71万 | 减仓 |
| IWP | ISHARES TR | $374.08万 | 1.27% | 25,550 | 4,407 | 20.8% | $64.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $368.56万 | 1.25% | 5,005 | -340 | -6.4% | -$25.04万 | 减仓 |
| IAU | ISHARES GOLD TR | $324.25万 | 1.10% | 42,941 | 2,052 | 5.0% | $15.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $316.33万 | 1.08% | 14,515 | -595 | -3.9% | -$12.97万 | 减仓 |
| MGK | VANGUARD WORLD FD | $281.15万 | 0.96% | 31,982 | -2,273 | -6.6% | -$19.98万 | 减仓 |
| PAVE | GLOBAL X FDS | $240.86万 | 0.82% | 40,879 | 40,879 | — | $240.86万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $227.42万 | 0.77% | 117,893 | -10,116 | -7.9% | -$19.51万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $224.22万 | 0.76% | 47,901 | -4,642 | -8.8% | -$21.73万 | 减仓 |
| TDTF | FLEXSHARES TR | $214.05万 | 0.73% | 90,051 | 90,051 | — | $214.05万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $205.32万 | 0.70% | 56,626 | 370 | 0.7% | $1.34万 | 加仓 |
| AAPL | APPLE INC | $204.95万 | 0.70% | 7,083 | -352 | -4.7% | -$10.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $200.93万 | 0.68% | 10,042 | 626 | 6.6% | $12.53万 | 加仓 |
| GOOG | ALPHABET INC | $183.99万 | 0.63% | 5,207 | 3,304 | 173.6% | $116.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $144.55万 | 0.49% | 3,875 | -61 | -1.5% | -$2.28万 | 减仓 |
| AMAT | APPLIED MATLS INC | $138.28万 | 0.47% | 1,913 | -199 | -9.4% | -$14.38万 | 减仓 |
| — | ALPHABET INC 看跌期权 | $123.67万 | 0.42% | 3,500 | 3,500 | — | $123.67万 | 新建仓 |
| CMBS | ISHARES TR | $107.03万 | 0.36% | 22,000 | 22,000 | — | $107.03万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $104.31万 | 0.35% | 4,664 | 46 | 1.0% | $1.03万 | 加仓 |
| AMZN | AMAZON COM INC | $86.47万 | 0.29% | 3,628 | 80 | 2.3% | $1.91万 | 加仓 |
| GOOGL | ALPHABET INC | $83.00万 | 0.28% | 2,323 | -22 | -0.9% | -$7,861 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $78.57万 | 0.27% | 15,535 | -2,526 | -14.0% | -$12.78万 | 减仓 |
| IUSB | ISHARES TR | $77.24万 | 0.26% | 16,736 | -174,442 | -91.2% | -$805.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.31万 | 0.25% | 1,465 | 59 | 4.2% | $2.95万 | 加仓 |
| ESGU | ISHARES TR | $67.59万 | 0.23% | 4,129 | -208 | -4.8% | -$3.40万 | 减仓 |
| XVV | ISHARES TR | $57.72万 | 0.20% | 10,164 | -45 | -0.4% | -$2,556 | 减仓 |
| AVGO | BROADCOM INC | $49.53万 | 0.17% | 1,311 | -89 | -6.4% | -$3.36万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $49.21万 | 0.17% | 1,999 | -302 | -13.1% | -$7.43万 | 减仓 |
| SNPE | DBX ETF TR | $48.40万 | 0.16% | 7,029 | -413 | -5.5% | -$2.84万 | 减仓 |
| META | META PLATFORMS INC | $46.85万 | 0.16% | 832 | 37 | 4.7% | $2.08万 | 加仓 |
| QUAL | ISHARES TR | $45.71万 | 0.16% | 2,083 | -193 | -8.5% | -$4.24万 | 减仓 |
| EAGG | ISHARES TR | $45.40万 | 0.15% | 9,577 | 564 | 6.3% | $2.67万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $41.79万 | 0.14% | 2,456 | -20 | -0.8% | -$3,403 | 减仓 |
| IWM | ISHARES TR | $40.08万 | 0.14% | 1,334 | 1,334 | — | $40.08万 | 新建仓 |
| USSG | DBX ETF TR | $39.18万 | 0.13% | 5,640 | -45 | -0.8% | -$3,126 | 减仓 |
| SUSL | ISHARES TR | $38.73万 | 0.13% | 2,918 | -82 | -2.7% | -$1.09万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $38.61万 | 0.13% | 5,294 | -323 | -5.8% | -$2.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.48万 | 0.13% | 515 | 515 | — | $38.48万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $38.35万 | 0.13% | 2,427 | -244 | -9.1% | -$3.86万 | 减仓 |
| IVV | ISHARES TR | $37.81万 | 0.13% | 505 | -77 | -13.2% | -$5.76万 | 减仓 |
| SDY | SPDR SERIES TRUST | $37.79万 | 0.13% | 2,483 | -265 | -9.6% | -$4.03万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.44万 | 0.13% | 1,582 | -239 | -13.1% | -$5.66万 | 减仓 |
| LLY | ELI LILLY & CO | $35.83万 | 0.12% | 299 | 16 | 5.7% | $1.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $35.09万 | 0.12% | 1,072 | 56 | 5.5% | $1.83万 | 加仓 |
| TSLA | TESLA INC | $34.70万 | 0.12% | 825 | 191 | 30.1% | $8.03万 | 加仓 |
| SUSB | ISHARES TR | $34.05万 | 0.12% | 13,627 | 343 | 2.6% | $8,571 | 加仓 |
| WMT | WALMART INC | $33.60万 | 0.11% | 2,966 | 329 | 12.5% | $3.73万 | 加仓 |
| — | EXXON MOBIL CORP | $33.08万 | 0.11% | 2,420 | -200 | -7.6% | -$2.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.05万 | 0.11% | 332 | 33 | 11.0% | $3.09万 | 加仓 |
| SMLF | ISHARES TR | $29.78万 | 0.10% | 3,340 | -1,600 | -32.4% | -$14.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $29.50万 | 0.10% | 681 | 681 | — | $29.50万 | 新建仓 |
| ESGE | ISHARES INC | $27.15万 | 0.09% | 4,965 | -844 | -14.5% | -$4.62万 | 减仓 |
| — | DBX ETF TR | $25.20万 | 0.09% | 6,571 | -17 | -0.3% | -$652 | 减仓 |
| NUDM | NUSHARES ETF TR | $25.17万 | 0.09% | 6,288 | -226 | -3.5% | -$9,045 | 减仓 |
| IJJ | ISHARES TR | $24.78万 | 0.08% | 1,677 | -1,733 | -50.8% | -$25.61万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $23.83万 | 0.08% | 3,107 | -88,737 | -96.6% | -$680.68万 | 减仓 |
| SUSC | ISHARES TR | $22.74万 | 0.08% | 9,824 | -93 | -0.9% | -$2,153 | 减仓 |
| GE | GE AEROSPACE | $22.63万 | 0.08% | 605 | 605 | — | $22.63万 | 新建仓 |
| V | VISA INC | $21.64万 | 0.07% | 631 | -80 | -11.3% | -$2.74万 | 减仓 |
| ACWI | ISHARES TR | $21.43万 | 0.07% | 1,365 | -454 | -25.0% | -$7.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.09万 | 0.07% | 363 | 363 | — | $21.09万 | 新建仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -89,264 | -100.0% | -$475.07万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -23,345 | -100.0% | -$235.13万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -84,973 | -100.0% | -$226.11万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -2,406 | -100.0% | -$34.75万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -247 | -100.0% | -$21.34万 | 清仓 |