HORAN Wealth, LLC
CINCINNATI OH · SEC CIK 0002072569
$8.00亿2026Q2 申报市值
217持仓数
50.5%前十大占比 · 第一大 19.5%
32 / 12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
AVDE 加仓+$1,217.39万
AVEM 加仓+$1,130.95万
PAYX 新建仓+$475.36万
INTC 新建仓+$122.66万
GWW 新建仓+$87.50万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1.38亿
IJH 减仓-$5,347.82万
IJR 减仓-$2,382.60万
MSFT 减仓-$1,616.12万
SCHB 减仓-$1,515.98万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.56亿 | 19.51% | 208,416 | -184,182 | -46.9% | -$1.38亿 | 减仓 |
| IJH | ISHARES TR | $5,988.71万 | 7.49% | 776,645 | -693,531 | -47.2% | -$5,347.82万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,800.39万 | 4.75% | 426,053 | 136,479 | 47.1% | $1,217.39万 | 加仓 |
| AAPL | APPLE INC | $2,994.69万 | 3.74% | 103,493 | 1,076 | 1.1% | $31.14万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,815.88万 | 3.52% | 291,832 | 117,209 | 67.1% | $1,130.95万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,955.08万 | 2.44% | 417,413 | 6,311 | 1.5% | $29.56万 | 加仓 |
| GOOGL | ALPHABET INC | $1,926.84万 | 2.41% | 53,917 | -700 | -1.3% | -$25.02万 | 减仓 |
| AVGO | BROADCOM INC | $1,845.25万 | 2.31% | 48,848 | -818 | -1.6% | -$30.90万 | 减仓 |
| IJR | ISHARES TR | $1,762.96万 | 2.20% | 118,870 | -160,650 | -57.5% | -$2,382.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,665.58万 | 2.08% | 44,652 | -43,326 | -49.2% | -$1,616.12万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,529.08万 | 1.91% | 527,998 | -523,474 | -49.8% | -$1,515.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,457.19万 | 1.82% | 99,372 | -89,170 | -47.3% | -$1,307.59万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $1,340.26万 | 1.68% | 264,769 | 2,393 | 0.9% | $12.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,177.77万 | 1.47% | 35,981 | 529 | 1.5% | $17.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,148.05万 | 1.44% | 57,377 | 3,018 | 5.6% | $60.39万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,100.07万 | 1.38% | 289,037 | -288,045 | -49.9% | -$1,096.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,090.29万 | 1.36% | 15,875 | -14,781 | -48.2% | -$1,015.15万 | 减仓 |
| ASML | ASML HLDG NV | $935.89万 | 1.17% | 4,704 | -109 | -2.3% | -$21.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $841.68万 | 1.05% | 24,681 | -26,623 | -51.9% | -$907.91万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $830.58万 | 1.04% | 16,910 | -159 | -0.9% | -$7.81万 | 减仓 |
| WMB | WILLIAMS COS INC | $728.18万 | 0.91% | 97,953 | -96,465 | -49.6% | -$717.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $717.52万 | 0.90% | 14,339 | 501 | 3.6% | $25.07万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $700.18万 | 0.88% | 88,597 | 1,264 | 1.4% | $9.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $699.58万 | 0.87% | 9,368 | 25 | 0.3% | $1.87万 | 加仓 |
| ABBV | ABBVIE INC | $644.27万 | 0.81% | 25,603 | 522 | 2.1% | $13.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $608.35万 | 0.76% | 23,953 | -25,391 | -51.5% | -$644.87万 | 减仓 |
| MRK | MERCK & CO INC | $595.49万 | 0.74% | 46,341 | 66 | 0.1% | $8,481 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $568.87万 | 0.71% | 81,185 | -81,125 | -50.0% | -$568.45万 | 减仓 |
| AMGN | AMGEN INC | $560.47万 | 0.70% | 15,478 | 284 | 1.9% | $10.28万 | 加仓 |
| TJX | TJX COS INC NEW | $529.16万 | 0.66% | 34,928 | -35,730 | -50.6% | -$541.31万 | 减仓 |
| AMZN | AMAZON COM INC | $521.31万 | 0.65% | 21,872 | 846 | 4.0% | $20.16万 | 加仓 |
| HD | HOME DEPOT INC | $514.16万 | 0.64% | 14,579 | -13,175 | -47.5% | -$464.64万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $489.18万 | 0.61% | 57,836 | 7,508 | 14.9% | $63.50万 | 加仓 |
| PAYX | PAYCHEX INC | $475.36万 | 0.59% | 48,343 | 48,343 | — | $475.36万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $460.18万 | 0.58% | 52,430 | 1,300 | 2.5% | $11.41万 | 加仓 |
| WMT | WALMART INC | $459.90万 | 0.57% | 40,606 | -40,938 | -50.2% | -$463.66万 | 减仓 |
| V | VISA INC | $424.22万 | 0.53% | 12,365 | 388 | 3.2% | $13.31万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $421.49万 | 0.53% | 15,583 | -14,623 | -48.4% | -$395.52万 | 减仓 |
| GE | GE AEROSPACE | $412.07万 | 0.52% | 11,026 | -8,698 | -44.1% | -$325.06万 | 减仓 |
| IWF | ISHARES TR | $411.75万 | 0.51% | 33,160 | -32,704 | -49.7% | -$406.09万 | 减仓 |
| AMCR | AMCOR PLC | $399.95万 | 0.50% | 92,260 | -21,524 | -18.9% | -$93.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $387.18万 | 0.48% | 10,463 | -10,243 | -49.5% | -$379.04万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $386.23万 | 0.48% | 91,222 | 2,579 | 2.9% | $10.92万 | 加仓 |
| GPC | GENUINE PARTS CO | $384.56万 | 0.48% | 32,596 | -33,876 | -51.0% | -$399.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $375.31万 | 0.47% | 7,369 | -6,771 | -47.9% | -$344.85万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $374.50万 | 0.47% | 45,312 | 4,135 | 10.0% | $34.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $359.47万 | 0.45% | 7,170 | -6,858 | -48.9% | -$343.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $351.15万 | 0.44% | 38,698 | 1,161 | 3.1% | $10.54万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $350.07万 | 0.44% | 11,940 | 263 | 2.3% | $7.71万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $350.03万 | 0.44% | 126,365 | -129,313 | -50.6% | -$358.20万 | 减仓 |
| GEV | GE VERNOVA INC | $331.12万 | 0.41% | 2,818 | 397 | 16.4% | $46.65万 | 加仓 |
| SHEL | SHELL PLC | $330.56万 | 0.41% | 42,632 | -40,670 | -48.8% | -$315.35万 | 减仓 |
| SPYM | SPDR Portfolio S&P 500 ETF | $272.77万 | 0.34% | 31,039 | 3,393 | 12.3% | $29.82万 | 加仓 |
| QUAL | ISHARES TR | $253.58万 | 0.32% | 11,556 | 747 | 6.9% | $16.39万 | 加仓 |
| GOOG | ALPHABET INC | $245.52万 | 0.31% | 6,949 | -689 | -9.0% | -$24.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $243.92万 | 0.30% | 3,312 | 866 | 35.4% | $63.78万 | 加仓 |
| IWR | ISHARES TR | $231.89万 | 0.29% | 21,020 | -21,216 | -50.2% | -$234.05万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $231.49万 | 0.29% | 70,727 | 4,673 | 7.1% | $15.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $230.09万 | 0.29% | 30,471 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $229.13万 | 0.29% | 7,740 | 73 | 1.0% | $2.16万 | 加仓 |
| USB | US BANCORP | $222.83万 | 0.28% | 36,892 | -36,716 | -49.9% | -$221.77万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $218.21万 | 0.27% | 28,505 | 2,408 | 9.2% | $18.43万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $215.02万 | 0.27% | 87,585 | 3,999 | 4.8% | $9.82万 | 加仓 |
| ETN | EATON CORP PLC | $211.39万 | 0.26% | 4,961 | -149 | -2.9% | -$6.35万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $200.91万 | 0.25% | 41,753 | 68 | 0.2% | $3,272 | 加仓 |
| IWM | ISHARES TR | $197.89万 | 0.25% | 6,587 | -6,233 | -48.6% | -$187.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $195.23万 | 0.24% | 22,665 | -27,087 | -54.4% | -$233.32万 | 减仓 |
| RTX | RTX CORPORATION | $173.14万 | 0.22% | 9,126 | -52 | -0.6% | -$9,866 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.45万 | 0.21% | 6,950 | -7,198 | -50.9% | -$170.31万 | 减仓 |
| RLY | SPDR SSgA Multi-Asset Real Return ETF | $164.35万 | 0.21% | 47,623 | 2,593 | 5.8% | $8.95万 | 加仓 |
| CAT | CATERPILLAR INC | $163.45万 | 0.20% | 1,535 | -1,275 | -45.4% | -$135.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.23万 | 0.20% | 22,628 | -21,340 | -48.5% | -$152.05万 | 减仓 |
| WPC | WP CAREY INC | $151.94万 | 0.19% | 21,250 | 1,477 | 7.5% | $10.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $150.15万 | 0.19% | 9,058 | -8,972 | -49.8% | -$148.72万 | 减仓 |
| CSCO | CISCO SYS INC | $149.17万 | 0.19% | 12,700 | 554 | 4.6% | $6.51万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $143.51万 | 0.18% | 14,499 | 2,921 | 25.2% | $28.91万 | 加仓 |
| CTAS | CINTAS CORP | $143.43万 | 0.18% | 8,433 | -7,765 | -47.9% | -$132.07万 | 减仓 |
| CSX | CSX CORP | $139.27万 | 0.17% | 29,302 | -28,940 | -49.7% | -$137.55万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $134.84万 | 0.17% | 2,647 | -2,569 | -49.3% | -$130.87万 | 减仓 |
| CMI | CUMMINS INC COM | $132.37万 | 0.17% | 1,856 | 5 | 0.3% | $3,566 | 加仓 |
| IEMG | ISHARES INC | $131.12万 | 0.16% | 15,828 | 3,955 | 33.3% | $32.76万 | 加仓 |
| EFG | iShares MSCI EAFE Growth ETF | $124.61万 | 0.16% | 10,015 | 1,844 | 22.6% | $22.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $124.60万 | 0.16% | 5,856 | 1,096 | 23.0% | $23.32万 | 加仓 |
| INTC | INTEL CORP | $122.66万 | 0.15% | 8,785 | 8,785 | — | $122.66万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $119.93万 | 0.15% | 3,812 | -3,794 | -49.9% | -$119.36万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $119.37万 | 0.15% | 6,448 | -7,452 | -53.6% | -$137.96万 | 减仓 |
| AMAT | APPLIED MATLS INC | $118.04万 | 0.15% | 1,633 | 798 | 95.6% | $57.68万 | 加仓 |
| NDSN | NORDSON CORP COM | $115.85万 | 0.14% | 3,840 | -200 | -5.0% | -$6.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.23万 | 0.14% | 19,305 | -18,963 | -49.6% | -$113.19万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $113.72万 | 0.14% | 19,718 | -591 | -2.9% | -$3.41万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $113.31万 | 0.14% | 5,947 | 1,802 | 43.5% | $34.33万 | 加仓 |
| EFA | ISHARES TR | $110.85万 | 0.14% | 10,671 | -10,399 | -49.4% | -$108.03万 | 减仓 |
| — | EXXON MOBIL CORP | $109.20万 | 0.14% | 7,987 | -5,598 | -41.2% | -$76.54万 | 减仓 |
| IXUS | ISHARES TR | $108.69万 | 0.14% | 11,389 | 256 | 2.3% | $2.44万 | 加仓 |
| — | LCNB CORP | $107.24万 | 0.13% | 60,964 | -17,637 | -22.4% | -$31.02万 | 减仓 |
| LLY | ELI LILLY & CO | $106.04万 | 0.13% | 884 | 60 | 7.3% | $7.20万 | 加仓 |
| EEM | ISHARES TR | $103.67万 | 0.13% | 15,155 | -15,243 | -50.1% | -$104.28万 | 减仓 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $101.87万 | 0.13% | 15,078 | 1,025 | 7.3% | $6.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $97.38万 | 0.12% | 4,468 | -4,620 | -50.8% | -$100.70万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $95.33万 | 0.12% | 7,531 | 289 | 4.0% | $3.66万 | 加仓 |