St. Clair Advisors, LLC
MAYFIELD HTS OH · SEC CIK 0002056292
$3.76亿2026Q1 申报市值
82持仓数
66.0%前十大占比 · 第一大 30.9%
3 / 2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
SCHF 新建仓+$879.23万
IWB 加仓+$694.65万
IEFA 加仓+$584.97万
IWD 新建仓+$278.62万
IWM 加仓+$187.54万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$1,493.96万
RWR 减仓-$412.03万
IEMG 减仓-$99.78万
AAPL 减仓-$61.65万
OEF 减仓-$57.25万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -825 | -100.0% | -$54.46万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -408 | -100.0% | -$20.51万 | 清仓 |
| MCD | MCDONALDS CORP | $21.04万 | 0.06% | 677 | -150 | -18.1% | -$4.66万 | 减仓 |
| EIX | EDISON INTL | $21.95万 | 0.06% | 3,000 | -1,000 | -25.0% | -$7.32万 | 减仓 |
| ORCL | ORACLE CORP | $25.01万 | 0.07% | 1,700 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $25.82万 | 0.07% | 1,316 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $27.11万 | 0.07% | 5,560 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $27.22万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.39万 | 0.08% | 504 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $28.73万 | 0.08% | 4,000 | -2,022 | -33.6% | -$14.52万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.87万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.25万 | 0.09% | 807 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.42万 | 0.10% | 3,883 | -150 | -3.7% | -$1.45万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $39.48万 | 0.11% | 607 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $43.43万 | 0.12% | 2,190 | 5 | 0.2% | $991 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.63万 | 0.12% | 8,442 | 717 | 9.3% | $3.88万 | 加仓 |
| IWP | ISHARES TR | $46.87万 | 0.12% | 3,658 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $47.27万 | 0.13% | 2,493 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MLS INC | $52.06万 | 0.14% | 13,986 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $54.15万 | 0.14% | 2,856 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $55.37万 | 0.15% | 15,031 | 15,031 | — | $55.37万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $60.06万 | 0.16% | 1,750 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $60.75万 | 0.16% | 696 | -48 | -6.5% | -$4.19万 | 减仓 |
| EFA | ISHARES TR | $60.91万 | 0.16% | 6,271 | 3,486 | 125.2% | $33.86万 | 加仓 |
| GWW | GRAINGER W W INC | $65.45万 | 0.17% | 600 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $68.86万 | 0.18% | 13,036 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $72.74万 | 0.19% | 5,219 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $73.73万 | 0.20% | 5,077 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $75.16万 | 0.20% | 6,248 | -20 | -0.3% | -$2,406 | 减仓 |
| V | VISA INC | $78.07万 | 0.21% | 2,583 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.77万 | 0.22% | 13,071 | 22 | 0.2% | $1,410 | 加仓 |
| GE | GE AEROSPACE | $84.85万 | 0.23% | 2,990 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $96.76万 | 0.26% | 2,750 | -50 | -1.8% | -$1.76万 | 减仓 |
| CRM | SALESFORCE INC | $101.90万 | 0.27% | 5,459 | 110 | 2.1% | $2.05万 | 加仓 |
| FDX | FEDEX CORP | $107.14万 | 0.29% | 3,008 | 100 | 3.4% | $3.56万 | 加仓 |
| NVS | NOVARTIS AG | $108.33万 | 0.29% | 7,092 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $110.41万 | 0.29% | 3,847 | -250 | -6.1% | -$7.17万 | 减仓 |
| PFE | PFIZER INC | $110.61万 | 0.29% | 39,391 | 1,088 | 2.8% | $3.06万 | 加仓 |
| MDT | MEDTRONIC PLC | $114.54万 | 0.30% | 13,219 | -1,443 | -9.8% | -$12.50万 | 减仓 |
| LOW | LOWES COS INC | $127.59万 | 0.34% | 5,400 | -100 | -1.8% | -$2.36万 | 减仓 |
| SBUX | STARBUCKS CORP | $139.17万 | 0.37% | 15,534 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $139.93万 | 0.37% | 15,664 | -50 | -0.3% | -$4,466 | 减仓 |
| IWF | ISHARES TR | $141.76万 | 0.38% | 3,324 | 590 | 21.6% | $25.16万 | 加仓 |
| CSCO | CISCO SYS INC | $162.20万 | 0.43% | 20,905 | -5,404 | -20.5% | -$41.93万 | 减仓 |
| ABT | ABBOTT LABS | $168.48万 | 0.45% | 16,410 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $171.46万 | 0.46% | 11,054 | 3,056 | 38.2% | $47.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $179.91万 | 0.48% | 6,116 | -75 | -1.2% | -$2.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $185.44万 | 0.49% | 10,633 | 74 | 0.7% | $1.29万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $196.79万 | 0.52% | 1,975 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $213.91万 | 0.57% | 31,675 | -532 | -1.7% | -$3.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $217.85万 | 0.58% | 12,623 | 20 | 0.2% | $3,452 | 加仓 |
| BX | BLACKSTONE INC | $220.67万 | 0.59% | 19,190 | -869 | -4.3% | -$9.99万 | 减仓 |
| IJR | ISHARES TR | $227.83万 | 0.61% | 18,327 | 1,933 | 11.8% | $24.03万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $271.85万 | 0.72% | 5,869 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $278.62万 | 0.74% | 13,039 | 13,039 | — | $278.62万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $292.58万 | 0.78% | 18,250 | 1,350 | 8.0% | $21.64万 | 加仓 |
| AMZN | AMAZON COM INC | $294.97万 | 0.78% | 14,163 | 649 | 4.8% | $13.52万 | 加仓 |
| IWM | ISHARES TR | $301.42万 | 0.80% | 12,154 | 7,562 | 164.7% | $187.54万 | 加仓 |
| IVE | ISHARES TR | $306.57万 | 0.82% | 14,519 | -1,150 | -7.3% | -$24.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $308.39万 | 0.82% | 14,339 | 4 | 0.0% | $860 | 加仓 |
| OEF | ISHARES TR | $309.80万 | 0.82% | 9,740 | -1,800 | -15.6% | -$57.25万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $314.03万 | 0.84% | 21,741 | -1,560 | -6.7% | -$22.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $335.75万 | 0.89% | 10,218 | -300 | -2.9% | -$9.86万 | 减仓 |
| — | EXXON MOBIL CORP | $360.82万 | 0.96% | 21,266 | -174 | -0.8% | -$2.95万 | 减仓 |
| PEP | PEPSICO INC | $362.93万 | 0.97% | 23,371 | -1,586 | -6.4% | -$24.63万 | 减仓 |
| IWR | ISHARES TR | $383.77万 | 1.02% | 39,470 | 14,545 | 58.4% | $141.42万 | 加仓 |
| KO | COCA COLA CO | $387.22万 | 1.03% | 50,917 | 100 | 0.2% | $7,605 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $395.12万 | 1.05% | 16,301 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $451.47万 | 1.20% | 29,817 | -109 | -0.4% | -$1.65万 | 减仓 |
| GOOG | ALPHABET INC | $478.88万 | 1.27% | 16,694 | -325 | -1.9% | -$9.32万 | 减仓 |
| ETN | EATON CORP PLC | $519.30万 | 1.38% | 14,519 | 550 | 3.9% | $19.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $537.03万 | 1.43% | 21,970 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $543.13万 | 1.45% | 48,017 | -2,033 | -4.1% | -$23.00万 | 减仓 |
| GOOGL | ALPHABET INC | $617.25万 | 1.64% | 21,465 | -830 | -3.7% | -$23.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $879.23万 | 2.34% | 355,244 | 355,244 | — | $879.23万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $893.08万 | 2.38% | 88,450 | -40,807 | -31.6% | -$412.03万 | 减仓 |
| IWB | ISHARES TR | $1,168.09万 | 3.11% | 32,760 | 19,482 | 146.7% | $694.65万 | 加仓 |
| IEFA | ISHARES TR | $1,262.52万 | 3.36% | 139,459 | 64,616 | 86.3% | $584.97万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,314.05万 | 3.50% | 66,286 | -2,206 | -3.2% | -$43.73万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,585.08万 | 4.22% | 279,654 | 15,346 | 5.8% | $86.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,863.58万 | 4.96% | 50,344 | -1,503 | -2.9% | -$55.64万 | 减仓 |
| AAPL | APPLE INC | $2,075.90万 | 5.52% | 81,796 | -2,429 | -2.9% | -$61.65万 | 减仓 |
| IEMG | ISHARES INC | $2,149.61万 | 5.72% | 308,187 | -14,305 | -4.4% | -$99.78万 | 减仓 |
| IVV | ISHARES TR | $1.16亿 | 30.93% | 177,961 | -22,871 | -11.4% | -$1,493.96万 | 减仓 |