Tepp RIA, LLC
WESTFIELD NJ · SEC CIK 0002055925
$1.28亿2026Q1 申报市值
41持仓数
78.7%前十大占比 · 第一大 18.3%
9 / 4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
FENI 新建仓+$944.13万
IEMG 新建仓+$669.16万
PICK 新建仓+$334.57万
SPY 加仓+$269.44万
SHLD 新建仓+$261.40万
2026Q1 卖出最多 按季末市值估算
IGV 清仓-$547.93万
SLV 减仓-$340.13万
MSFT 减仓-$96.88万
IAK 清仓-$62.57万
IGF 减仓-$49.06万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,337.53万 | 18.31% | 35,785 | 1,391 | 4.0% | $90.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,838.65万 | 14.40% | 124,149 | 15,218 | 14.0% | $225.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,681.73万 | 13.17% | 29,137 | 3,092 | 11.9% | $178.46万 | 加仓 |
| GLD | SPDR GOLD TR | $975.42万 | 7.64% | 22,669 | 1,356 | 6.4% | $58.35万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $944.13万 | 7.39% | 253,799 | 253,799 | — | $944.13万 | 新建仓 |
| IEMG | ISHARES INC | $669.16万 | 5.24% | 95,937 | 95,937 | — | $669.16万 | 新建仓 |
| IGF | ISHARES TR | $607.84万 | 4.76% | 90,722 | -7,322 | -7.5% | -$49.06万 | 减仓 |
| PICK | ISHARES INC | $334.57万 | 2.62% | 59,121 | 59,121 | — | $334.57万 | 新建仓 |
| EWJ | ISHARES INC | $331.74万 | 2.60% | 39,287 | 30,955 | 371.5% | $261.39万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $327.71万 | 2.57% | 5,039 | 4,143 | 462.4% | $269.44万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $268.24万 | 2.10% | 18,296 | -714 | -3.8% | -$10.47万 | 减仓 |
| SHLD | GLOBAL X FDS | $261.40万 | 2.05% | 36,901 | 36,901 | — | $261.40万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $248.63万 | 1.95% | 50,361 | 19,239 | 61.8% | $94.98万 | 加仓 |
| NLR | VANECK ETF TRUST | $245.55万 | 1.92% | 18,436 | 18,436 | — | $245.55万 | 新建仓 |
| ITA | ISHARES TR | $192.80万 | 1.51% | 8,814 | 7,014 | 389.7% | $153.43万 | 加仓 |
| IJH | ISHARES TR | $169.92万 | 1.33% | 25,162 | 3,253 | 14.8% | $21.97万 | 加仓 |
| AAPL | APPLE INC | $133.80万 | 1.05% | 5,272 | -20 | -0.4% | -$5,076 | 减仓 |
| SLV | ISHARES SILVER TR | $120.96万 | 0.95% | 17,752 | -49,916 | -73.8% | -$340.13万 | 减仓 |
| BOTZ | GLOBAL X FDS | $116.48万 | 0.91% | 35,064 | 35,064 | — | $116.48万 | 新建仓 |
| IYF | ISHARES TR | $109.29万 | 0.86% | 9,288 | 1,791 | 23.9% | $21.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $88.00万 | 0.69% | 13,732 | 3,165 | 30.0% | $20.28万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $78.76万 | 0.62% | 14,187 | 2,518 | 21.6% | $13.98万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $73.00万 | 0.57% | 8,849 | -1,219 | -12.1% | -$10.06万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $61.92万 | 0.48% | 4,948 | 7 | 0.1% | $876 | 加仓 |
| C | CITIGROUP INC | $50.22万 | 0.39% | 4,428 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $43.08万 | 0.34% | 4,606 | -40 | -0.9% | -$3,741 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.84万 | 0.33% | 7,381 | 1,373 | 22.9% | $7.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $40.11万 | 0.31% | 1,083 | -2,616 | -70.7% | -$96.88万 | 减仓 |
| ET | ENERGY TRANSFER L P | $39.63万 | 0.31% | 20,535 | 3,436 | 20.1% | $6.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $36.38万 | 0.28% | 609 | -182 | -23.0% | -$10.87万 | 减仓 |
| MS | MORGAN STANLEY | $33.37万 | 0.26% | 2,028 | -81 | -3.8% | -$1.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $33.19万 | 0.26% | 1,035 | -35 | -3.3% | -$1.12万 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.34万 | 0.25% | 1,640 | 1,640 | — | $32.34万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $30.58万 | 0.24% | 506 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $30.38万 | 0.24% | 820 | 1 | 0.1% | $371 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $29.46万 | 0.23% | 6,421 | 873 | 15.7% | $4.01万 | 加仓 |
| — | EXXON MOBIL CORP | $28.77万 | 0.23% | 1,696 | -150 | -8.1% | -$2.54万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $27.52万 | 0.22% | 3,993 | 3,993 | — | $27.52万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.53万 | 0.17% | 5,750 | -1,793 | -23.8% | -$6.71万 | 减仓 |
| HAS | HASBRO INC | $20.18万 | 0.16% | 2,156 | -313 | -12.7% | -$2.93万 | 减仓 |
| HLN | HALEON PLC | $11.50万 | 0.09% | 11,490 | 11,490 | — | $11.50万 | 新建仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -51,843 | -100.0% | -$547.93万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -4,596 | -100.0% | -$62.57万 | 清仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -9,820 | -100.0% | -$30.35万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,640 | -100.0% | -$30.15万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |