Stillwater Wealth Management Group
JUNO BEACH FL · SEC CIK 0002063941
$1.62亿2026Q1 申报市值
77持仓数
33.8%前十大占比 · 第一大 4.1%
6 / 2新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FNDX 加仓+$161.20万
META 加仓+$114.48万
DIVO 加仓+$100.81万
NEE 新建仓+$91.46万
GS 加仓+$91.29万
2026Q1 卖出最多 按季末市值估算
VPU 清仓-$80.05万
HD 减仓-$64.43万
USMV 清仓-$37.05万
V 减仓-$36.30万
QDPL 减仓-$34.52万
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 |
|---|---|---|---|---|---|---|---|---|
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,326 | -100.0% | -$80.05万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,935 | -100.0% | -$37.05万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $21.92万 | 0.14% | 6,538 | 6,538 | — | $21.92万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.78万 | 0.14% | 456 | 20 | 4.6% | $9,993 | 加仓 |
| MRK | MERCK & CO INC | $23.16万 | 0.14% | 1,926 | 1,926 | — | $23.16万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $23.21万 | 0.14% | 2,400 | 5 | 0.2% | $484 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.64万 | 0.15% | 4,170 | 300 | 7.8% | $1.70万 | 加仓 |
| MPLX | MPLX LP | $23.97万 | 0.15% | 4,200 | -500 | -10.6% | -$2.85万 | 减仓 |
| ET | ENERGY TRANSFER L P | $27.02万 | 0.17% | 14,000 | -1,000 | -6.7% | -$1.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.66万 | 0.17% | 1,141 | 75 | 7.0% | $1.82万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.33万 | 0.18% | 2,600 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $29.69万 | 0.18% | 6,000 | 6,000 | — | $29.69万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $30.57万 | 0.19% | 1,700 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $31.43万 | 0.19% | 2,024 | -49 | -2.4% | -$7,609 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.49万 | 0.21% | 1,557 | 284 | 22.3% | $6.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.21万 | 0.22% | 2,438 | 105 | 4.5% | $1.52万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $37.51万 | 0.23% | 11,184 | 11,184 | — | $37.51万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.28万 | 0.24% | 10,800 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $38.36万 | 0.24% | 3,175 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $39.39万 | 0.24% | 2,112 | 536 | 34.0% | $10.00万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $42.30万 | 0.26% | 1,780 | 209 | 13.3% | $4.97万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $43.66万 | 0.27% | 6,788 | -564 | -7.7% | -$3.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.83万 | 0.28% | 1,834 | -5 | -0.3% | -$1,222 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.06万 | 0.28% | 4,486 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $54.08万 | 0.33% | 3,651 | 1,387 | 61.3% | $20.54万 | 加仓 |
| OEF | ISHARES TR | $56.73万 | 0.35% | 1,783 | -278 | -13.5% | -$8.84万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $63.49万 | 0.39% | 14,488 | 4,945 | 51.8% | $21.67万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $64.02万 | 0.40% | 12,835 | 700 | 5.8% | $3.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.30万 | 0.40% | 3,156 | 811 | 34.6% | $16.78万 | 加仓 |
| PFE | PFIZER INC | $65.79万 | 0.41% | 23,430 | 9,395 | 66.9% | $26.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.20万 | 0.43% | 1,079 | 201 | 22.9% | $13.08万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $76.41万 | 0.47% | 1,120 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $76.51万 | 0.47% | 15,290 | 15,290 | — | $76.51万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $79.66万 | 0.49% | 25,964 | 13,691 | 111.6% | $42.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $91.46万 | 0.57% | 9,847 | 9,847 | — | $91.46万 | 新建仓 |
| GOOGL | ALPHABET INC | $95.05万 | 0.59% | 3,305 | 842 | 34.2% | $24.22万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $96.02万 | 0.59% | 10,351 | 321 | 3.2% | $2.98万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $110.57万 | 0.68% | 22,700 | 75 | 0.3% | $3,653 | 加仓 |
| IYW | ISHARES TR | $112.12万 | 0.69% | 6,180 | 330 | 5.6% | $5.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $120.81万 | 0.75% | 24,065 | 6,075 | 33.8% | $30.50万 | 加仓 |
| AMLP | ALPS ETF TR | $148.50万 | 0.92% | 28,210 | 13,975 | 98.2% | $73.56万 | 加仓 |
| MO | ALTRIA GROUP INC | $149.04万 | 0.92% | 22,585 | 3,290 | 17.1% | $21.71万 | 加仓 |
| ISPY | PROSHARES TR | $163.65万 | 1.01% | 37,750 | 7,625 | 25.3% | $33.05万 | 加仓 |
| META | META PLATFORMS INC | $167.06万 | 1.03% | 2,920 | 2,001 | 217.7% | $114.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.24万 | 1.32% | 4,450 | 265 | 6.3% | $12.70万 | 加仓 |
| HD | HOME DEPOT INC | $215.25万 | 1.33% | 6,545 | -1,959 | -23.0% | -$64.43万 | 减仓 |
| RTX | RTX CORPORATION | $218.18万 | 1.35% | 11,310 | 3,229 | 40.0% | $62.29万 | 加仓 |
| CB | CHUBB LTD SWITZ | $218.50万 | 1.35% | 6,704 | 963 | 16.8% | $31.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $219.21万 | 1.36% | 2,591 | 1,079 | 71.4% | $91.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $225.01万 | 1.39% | 3,765 | 838 | 28.6% | $50.08万 | 加仓 |
| CAT | CATERPILLAR INC | $226.26万 | 1.40% | 3,194 | 481 | 17.7% | $34.07万 | 加仓 |
| KO | COCA COLA CO | $242.89万 | 1.50% | 31,939 | 1,203 | 3.9% | $9.15万 | 加仓 |
| AMGN | AMGEN INC | $256.58万 | 1.59% | 7,292 | 568 | 8.4% | $19.99万 | 加仓 |
| SYK | STRYKER CORPORATION | $262.41万 | 1.62% | 7,986 | 258 | 3.3% | $8.48万 | 加仓 |
| V | VISA INC | $272.37万 | 1.68% | 9,012 | -1,201 | -11.8% | -$36.30万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $273.19万 | 1.69% | 49,206 | 5,005 | 11.3% | $27.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $287.71万 | 1.78% | 4,760 | 387 | 8.8% | $23.39万 | 加仓 |
| COWZ | PACER FDS TR | $292.48万 | 1.81% | 46,752 | 11,808 | 33.8% | $73.87万 | 加仓 |
| MCD | MCDONALDS CORP | $359.87万 | 2.22% | 11,579 | 648 | 5.9% | $20.14万 | 加仓 |
| TJX | TJX COS INC NEW | $379.00万 | 2.34% | 23,732 | 608 | 2.6% | $9.71万 | 加仓 |
| WM | WASTE MGMT INC DEL | $385.00万 | 2.38% | 16,754 | 462 | 2.8% | $10.62万 | 加仓 |
| AMZN | AMAZON COM INC | $408.98万 | 2.53% | 19,637 | 1,211 | 6.6% | $25.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $413.16万 | 2.55% | 11,161 | 449 | 4.2% | $16.62万 | 加仓 |
| ABBV | ABBVIE INC | $417.58万 | 2.58% | 19,200 | 700 | 3.8% | $15.22万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $436.83万 | 2.70% | 156,852 | 57,882 | 58.5% | $161.20万 | 加仓 |
| — | EXXON MOBIL CORP | $455.40万 | 2.81% | 26,842 | 2,982 | 12.5% | $50.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $457.32万 | 2.83% | 15,547 | 446 | 3.0% | $13.12万 | 加仓 |
| GOOG | ALPHABET INC | $459.04万 | 2.84% | 16,002 | 206 | 1.3% | $5.91万 | 加仓 |
| WMT | WALMART INC | $470.58万 | 2.91% | 37,865 | 889 | 2.4% | $11.05万 | 加仓 |
| LLY | ELI LILLY & CO | $477.30万 | 2.95% | 5,189 | 98 | 1.9% | $9.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $497.42万 | 3.07% | 28,522 | 1,550 | 5.7% | $27.03万 | 加仓 |
| QDPL | PACER FDS TR | $504.87万 | 3.12% | 125,780 | -8,600 | -6.4% | -$34.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $512.31万 | 3.17% | 8,876 | 944 | 11.9% | $54.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $517.47万 | 3.20% | 5,193 | 275 | 5.6% | $27.40万 | 加仓 |
| AVGO | BROADCOM INC | $522.80万 | 3.23% | 16,891 | 1,205 | 7.7% | $37.30万 | 加仓 |
| QUAL | ISHARES TR | $567.94万 | 3.51% | 29,610 | 3,946 | 15.4% | $75.69万 | 加仓 |
| DGRO | ISHARES TR | $577.56万 | 3.57% | 82,297 | 7,906 | 10.6% | $55.48万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $624.03万 | 3.86% | 139,138 | 22,478 | 19.3% | $100.81万 | 加仓 |
| AAPL | APPLE INC | $671.05万 | 4.15% | 26,441 | 203 | 0.8% | $5.15万 | 加仓 |