Henderson Brothers Financial Partners, LLC
PITTSBURGH PA · SEC CIK 0002064329
$2.11亿2026Q2 申报市值
77持仓数
67.4%前十大占比 · 第一大 17.7%
1 / 29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
JEPI 加仓+$388.75万
TSPA 新建仓+$59.83万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$3,750.12万
SGOV 减仓-$3,090.83万
GOVT 减仓-$1,492.18万
AVDE 减仓-$1,405.51万
SPDW 减仓-$1,218.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3,742.39万 | 17.72% | 425,852 | -14,018 | -3.2% | -$123.19万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,559.26万 | 16.85% | 782,427 | -824,383 | -51.3% | -$3,750.12万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,515.97万 | 7.18% | 169,952 | -157,568 | -48.1% | -$1,405.51万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,261.07万 | 5.97% | 250,263 | -241,764 | -49.1% | -$1,218.25万 | 减仓 |
| IVV | ISHARES TR | $889.11万 | 4.21% | 11,872 | -10,490 | -46.9% | -$785.61万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $869.00万 | 4.11% | 90,062 | -86,367 | -49.0% | -$833.35万 | 减仓 |
| GOVT | ISHARES TR | $800.84万 | 3.79% | 351,555 | -655,037 | -65.1% | -$1,492.18万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $605.59万 | 2.87% | 86,361 | -84,111 | -49.3% | -$589.82万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $512.99万 | 2.43% | 131,048 | -112,825 | -46.3% | -$441.65万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $491.25万 | 2.33% | 96,635 | -87,696 | -47.6% | -$445.80万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $426.91万 | 2.02% | 75,586 | 68,830 | 1,018.8% | $388.75万 | 加仓 |
| PTLC | PACER FDS TR | $415.70万 | 1.97% | 71,352 | -62,895 | -46.9% | -$366.43万 | 减仓 |
| DIVB | ISHARES TR | $413.95万 | 1.96% | 67,200 | -67,076 | -50.0% | -$413.19万 | 减仓 |
| GLDM | WORLD GOLD TR | $409.80万 | 1.94% | 51,599 | -74,841 | -59.2% | -$594.39万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $362.72万 | 1.72% | 45,038 | -44,369 | -49.6% | -$357.33万 | 减仓 |
| IEFA | ISHARES TR | $281.52万 | 1.33% | 29,149 | -23,252 | -44.4% | -$224.57万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $274.09万 | 1.30% | 36,565 | -31,387 | -46.2% | -$235.28万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $269.44万 | 1.28% | 43,840 | -41,106 | -48.4% | -$252.64万 | 减仓 |
| AVGO | BROADCOM INC | $239.61万 | 1.13% | 6,343 | -6,970 | -52.4% | -$263.29万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $229.61万 | 1.09% | 53,747 | -50,715 | -48.5% | -$216.65万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $219.82万 | 1.04% | 9,692 | -11,548 | -54.4% | -$261.92万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $216.17万 | 1.02% | 38,900 | -37,654 | -49.2% | -$209.24万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $172.73万 | 0.82% | 34,286 | -29,724 | -46.4% | -$149.75万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $153.74万 | 0.73% | 11,412 | -8,496 | -42.7% | -$114.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $148.02万 | 0.70% | 2,010 | -2,400 | -54.4% | -$176.74万 | 减仓 |
| IEF | ISHARES TR | $144.53万 | 0.68% | 15,283 | -14,567 | -48.8% | -$137.76万 | 减仓 |
| PTIN | PACER FDS TR | $139.52万 | 0.66% | 38,047 | -34,487 | -47.5% | -$126.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $112.77万 | 0.53% | 977 | -2,823 | -74.3% | -$325.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $108.47万 | 0.51% | 5,421 | -6,775 | -55.6% | -$135.56万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $107.03万 | 0.51% | 21,199 | -19,935 | -48.5% | -$100.65万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $102.44万 | 0.48% | 54,115 | -51,121 | -48.6% | -$96.77万 | 减仓 |
| GARP | ISHARES TR | $87.18万 | 0.41% | 10,561 | -6,829 | -39.3% | -$56.37万 | 减仓 |
| GOOG | ALPHABET INC | $83.74万 | 0.40% | 2,370 | -3,827 | -61.8% | -$135.22万 | 减仓 |
| AAPL | APPLE INC | $78.51万 | 0.37% | 2,713 | -3,323 | -55.1% | -$96.16万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $75.69万 | 0.36% | 39,713 | -35,755 | -47.4% | -$68.15万 | 减仓 |
| VLU | SPDR SERIES TRUST | $69.96万 | 0.33% | 2,937 | -2,109 | -41.8% | -$50.24万 | 减仓 |
| AMZN | AMAZON COM INC | $69.69万 | 0.33% | 2,924 | -3,675 | -55.7% | -$87.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $65.89万 | 0.31% | 2,013 | -1,955 | -49.3% | -$63.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $65.04万 | 0.31% | 1,744 | -1,813 | -51.0% | -$67.61万 | 减仓 |
| CAT | CATERPILLAR INC | $60.71万 | 0.29% | 570 | -799 | -58.4% | -$85.10万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $59.83万 | 0.28% | 12,588 | 12,588 | — | $59.83万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.09万 | 0.27% | 1,141 | -1,168 | -50.6% | -$58.45万 | 减仓 |
| DLN | WISDOMTREE TR | $56.08万 | 0.27% | 5,822 | -5,768 | -49.8% | -$55.56万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $55.99万 | 0.27% | 796 | -796 | -50.0% | -$55.99万 | 减仓 |
| CSCO | CISCO SYS INC | $54.45万 | 0.26% | 4,636 | -5,453 | -54.0% | -$64.05万 | 减仓 |
| — | EXXON MOBIL CORP | $54.25万 | 0.26% | 3,968 | -3,938 | -49.8% | -$53.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $51.18万 | 0.24% | 1,383 | -1,333 | -49.1% | -$49.33万 | 减仓 |
| SGOV | ISHARES TR | $49.43万 | 0.23% | 4,910 | -307,026 | -98.4% | -$3,090.83万 | 减仓 |
| IJR | ISHARES TR | $44.10万 | 0.21% | 2,974 | -2,960 | -49.9% | -$43.89万 | 减仓 |
| LLY | ELI LILLY & CO | $43.30万 | 0.20% | 361 | -403 | -52.7% | -$48.34万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.43万 | 0.19% | 528 | -356 | -40.3% | -$26.58万 | 减仓 |
| MRK | MERCK & CO INC | $39.21万 | 0.19% | 3,051 | -3,164 | -50.9% | -$40.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $37.70万 | 0.18% | 734 | -376 | -33.9% | -$19.31万 | 减仓 |
| META | META PLATFORMS INC | $37.29万 | 0.18% | 662 | -737 | -52.7% | -$41.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $35.13万 | 0.17% | 4,653 | -4,573 | -49.6% | -$34.53万 | 减仓 |
| WMT | WALMART INC | $33.79万 | 0.16% | 2,983 | -2,902 | -49.3% | -$32.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.71万 | 0.15% | 1,288 | -1,393 | -52.0% | -$35.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $31.80万 | 0.15% | 624 | -473 | -43.1% | -$24.10万 | 减仓 |
| TJX | TJX COS INC NEW | $31.00万 | 0.15% | 2,046 | -2,882 | -58.5% | -$43.66万 | 减仓 |
| EQIX | EQUINIX INC | $30.76万 | 0.15% | 295 | -238 | -44.7% | -$24.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.87万 | 0.14% | 2,037 | -1,166 | -36.4% | -$17.10万 | 减仓 |
| ORCL | ORACLE CORP | $29.78万 | 0.14% | 2,032 | -1,826 | -47.3% | -$26.76万 | 减仓 |
| DGRW | WISDOMTREE TR | $29.21万 | 0.14% | 3,055 | -2,851 | -48.3% | -$27.26万 | 减仓 |
| T | AT&T INC | $28.20万 | 0.13% | 13,623 | -14,089 | -50.8% | -$29.16万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.50万 | 0.13% | 1,189 | -966 | -44.8% | -$21.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.10万 | 0.12% | 380 | -400 | -51.3% | -$27.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.83万 | 0.12% | 1,214 | -948 | -43.8% | -$20.17万 | 减仓 |
| VMC | VULCAN MATLS CO | $24.93万 | 0.12% | 845 | -833 | -49.6% | -$24.58万 | 减仓 |
| PEP | PEPSICO INC | $24.78万 | 0.12% | 1,830 | -1,878 | -50.6% | -$25.43万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.61万 | 0.10% | 5,103 | -2,569 | -33.5% | -$10.88万 | 减仓 |
| MCK | MCKESSON CORP | $21.31万 | 0.10% | 282 | -262 | -48.2% | -$19.80万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $20.87万 | 0.10% | 3,097 | -3,063 | -49.7% | -$20.64万 | 减仓 |
| SYY | SYSCO CORP | $20.28万 | 0.10% | 2,426 | -1,614 | -40.0% | -$13.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.19万 | 0.10% | 2,300 | -2,245 | -49.4% | -$19.70万 | 减仓 |
| GE | GE AEROSPACE | $20.00万 | 0.09% | 535 | -553 | -50.8% | -$20.68万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $17.89万 | 0.08% | 12,000 | -12,000 | -50.0% | -$17.89万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $10.72万 | 0.05% | 11,025 | -11,025 | -50.0% | -$10.72万 | 减仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,368 | -100.0% | -$39.34万 | 清仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | -1,700 | -100.0% | -$37.18万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$35.36万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -375 | -100.0% | -$33.57万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,234 | -100.0% | -$33.08万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,754 | -100.0% | -$31.27万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$30.82万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -320 | -100.0% | -$30.77万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,430 | -100.0% | -$30.69万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,782 | -100.0% | -$29.66万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -4,488 | -100.0% | -$28.76万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -3,572 | -100.0% | -$28.10万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -2,818 | -100.0% | -$27.05万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -7,390 | -100.0% | -$26.57万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,814 | -100.0% | -$26.27万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,037 | -100.0% | -$25.14万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,396 | -100.0% | -$24.72万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$24.31万 | 清仓 |
| TAFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -9,440 | -100.0% | -$23.77万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,155 | -100.0% | -$22.42万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -398 | -100.0% | -$22.42万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -224 | -100.0% | -$22.32万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -757 | -100.0% | -$21.38万 | 清仓 |