Tepp RIA, LLC
WESTFIELD NJ · SEC CIK 0002055925
$1.47亿2026Q2 申报市值
49持仓数
76.1%前十大占比 · 第一大 17.4%
10 / 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
SOXX 新建仓+$926.85万
ICLN 新建仓+$257.66万
INDA 新建仓+$238.23万
NLR 加仓+$223.03万
PICK 加仓+$181.16万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$402.66万
XLV 清仓-$268.24万
SPY 减仓-$257.85万
VYM 减仓-$198.11万
ITA 减仓-$170.09万
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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -18,296 | -100.0% | -$268.24万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -17,752 | -100.0% | -$120.96万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,993 | -100.0% | -$27.52万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | -5,750 | -100.0% | -$21.53万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,156 | -100.0% | -$20.18万 | 清仓 |
| HLN | HALEON PLC | $10.96万 | 0.07% | 11,751 | 261 | 2.3% | $2,435 | 加仓 |
| WMT | WALMART INC | $20.57万 | 0.14% | 1,816 | 1,816 | — | $20.57万 | 新建仓 |
| META | META PLATFORMS INC | $22.48万 | 0.15% | 399 | -1,800 | -81.9% | -$101.43万 | 重新持有 |
| — | EXXON MOBIL CORP | $23.19万 | 0.16% | 1,696 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $23.60万 | 0.16% | 3,077 | 3,077 | — | $23.60万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $23.80万 | 0.16% | 467 | -39 | -7.7% | -$1.99万 | 减仓 |
| TSLA | TESLA INC | $23.97万 | 0.16% | 570 | 59 | 11.5% | $2.48万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $24.30万 | 0.16% | 742 | 70 | 10.4% | $2.29万 | 重新持有 |
| AZN | ASTRAZENECA PLC | $26.55万 | 0.18% | 1,400 | -240 | -14.6% | -$4.55万 | 减仓 |
| GOOG | ALPHABET INC | $27.63万 | 0.19% | 782 | 782 | — | $27.63万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $28.23万 | 0.19% | 1,411 | 1,411 | — | $28.23万 | 新建仓 |
| IWV | ISHARES TR | $34.79万 | 0.24% | 816 | -4 | -0.5% | -$1,705 | 减仓 |
| IEFA | ISHARES TR | $36.52万 | 0.25% | 3,781 | 3,781 | — | $36.52万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.73万 | 0.26% | 6,680 | -701 | -9.5% | -$3.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.37万 | 0.26% | 1,037 | 2 | 0.2% | $740 | 加仓 |
| MSFT | MICROSOFT CORP | $38.49万 | 0.26% | 1,032 | -51 | -4.7% | -$1.90万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $38.57万 | 0.26% | 8,508 | 2,087 | 32.5% | $9.46万 | 加仓 |
| ET | ENERGY TRANSFER L P | $39.26万 | 0.27% | 20,535 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $40.44万 | 0.27% | 2,123 | 2,123 | — | $40.44万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $41.82万 | 0.28% | 609 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $43.62万 | 0.30% | 1,799 | -7,015 | -79.6% | -$170.09万 | 减仓 |
| IXJ | ISHARES TR | $45.14万 | 0.31% | 4,588 | -18 | -0.4% | -$1,771 | 减仓 |
| MS | MORGAN STANLEY | $45.92万 | 0.31% | 2,197 | 169 | 8.3% | $3.53万 | 加仓 |
| IWR | ISHARES TR | $48.92万 | 0.33% | 4,434 | 4,434 | — | $48.92万 | 新建仓 |
| C | CITIGROUP INC | $59.87万 | 0.41% | 4,278 | -150 | -3.4% | -$2.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $70.30万 | 0.48% | 4,955 | 7 | 0.1% | $993 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.53万 | 0.48% | 9,898 | -3,834 | -27.9% | -$27.32万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $74.90万 | 0.51% | 7,877 | -972 | -11.0% | -$9.24万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.52万 | 0.68% | 16,355 | 2,168 | 15.3% | $13.32万 | 加仓 |
| IYF | ISHARES TR | $103.50万 | 0.70% | 8,117 | -1,171 | -12.6% | -$14.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.54万 | 0.80% | 1,587 | -3,452 | -68.5% | -$257.85万 | 减仓 |
| AAPL | APPLE INC | $165.76万 | 1.12% | 5,729 | 457 | 8.7% | $13.22万 | 加仓 |
| IJH | ISHARES TR | $174.84万 | 1.19% | 22,674 | -2,488 | -9.9% | -$19.19万 | 减仓 |
| INDA | ISHARES TR | $238.23万 | 1.62% | 48,234 | 48,234 | — | $238.23万 | 新建仓 |
| ICLN | ISHARES TR | $257.66万 | 1.75% | 125,751 | 125,751 | — | $257.66万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $262.12万 | 1.78% | 69,089 | 34,025 | 97.0% | $129.09万 | 加仓 |
| SHLD | GLOBAL X FDS | $332.98万 | 2.26% | 55,767 | 18,866 | 51.1% | $112.65万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $348.48万 | 2.36% | 65,003 | 14,642 | 29.1% | $78.50万 | 加仓 |
| EWJ | ISHARES INC | $364.51万 | 2.47% | 39,081 | -206 | -0.5% | -$1.92万 | 减仓 |
| NLR | VANECK ETF TRUST | $436.84万 | 2.96% | 37,666 | 19,230 | 104.3% | $223.03万 | 加仓 |
| PICK | ISHARES INC | $524.95万 | 3.56% | 90,275 | 31,154 | 52.7% | $181.16万 | 加仓 |
| IGF | ISHARES TR | $710.39万 | 4.82% | 106,665 | 15,943 | 17.6% | $106.18万 | 加仓 |
| IEMG | ISHARES INC | $792.60万 | 5.37% | 95,678 | -259 | -0.3% | -$2.15万 | 减仓 |
| GLD | SPDR GOLD TR | $828.49万 | 5.62% | 22,490 | -179 | -0.8% | -$6.59万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $924.23万 | 6.27% | 230,310 | -23,489 | -9.3% | -$94.26万 | 减仓 |
| SOXX | ISHARES TR | $926.85万 | 6.28% | 14,465 | 14,465 | — | $926.85万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $1,742.97万 | 11.82% | 23,669 | -5,468 | -18.8% | -$402.66万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,763.82万 | 11.96% | 111,613 | -12,536 | -10.1% | -$198.11万 | 减仓 |
| IVV | ISHARES TR | $2,568.91万 | 17.42% | 34,303 | -1,482 | -4.1% | -$110.99万 | 减仓 |