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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $560.47万 | 0.70% | 15,478 | 284 | 1.9% | $10.28万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $568.87万 | 0.71% | 81,185 | -81,125 | -50.0% | -$568.45万 | 减仓 |
| MRK | MERCK & CO INC | $595.49万 | 0.74% | 46,341 | 66 | 0.1% | $8,481 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $608.35万 | 0.76% | 23,953 | -25,391 | -51.5% | -$644.87万 | 减仓 |
| ABBV | ABBVIE INC | $644.27万 | 0.81% | 25,603 | 522 | 2.1% | $13.14万 | 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 |
| VCSH | VANGUARD SCOTTSDALE FDS | $700.18万 | 0.88% | 88,597 | 1,264 | 1.4% | $9.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $717.52万 | 0.90% | 14,339 | 501 | 3.6% | $25.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $728.18万 | 0.91% | 97,953 | -96,465 | -49.6% | -$717.12万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $830.58万 | 1.04% | 16,910 | -159 | -0.9% | -$7.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $841.68万 | 1.05% | 24,681 | -26,623 | -51.9% | -$907.91万 | 减仓 |
| ASML | ASML HLDG NV | $935.89万 | 1.17% | 4,704 | -109 | -2.3% | -$21.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,090.29万 | 1.36% | 15,875 | -14,781 | -48.2% | -$1,015.15万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,100.07万 | 1.38% | 289,037 | -288,045 | -49.9% | -$1,096.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,148.05万 | 1.44% | 57,377 | 3,018 | 5.6% | $60.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,177.77万 | 1.47% | 35,981 | 529 | 1.5% | $17.32万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,340.26万 | 1.68% | 264,769 | 2,393 | 0.9% | $12.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,457.19万 | 1.82% | 99,372 | -89,170 | -47.3% | -$1,307.59万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,529.08万 | 1.91% | 527,998 | -523,474 | -49.8% | -$1,515.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,665.58万 | 2.08% | 44,652 | -43,326 | -49.2% | -$1,616.12万 | 减仓 |
| IJR | ISHARES TR | $1,762.96万 | 2.20% | 118,870 | -160,650 | -57.5% | -$2,382.60万 | 减仓 |
| AVGO | BROADCOM INC | $1,845.25万 | 2.31% | 48,848 | -818 | -1.6% | -$30.90万 | 减仓 |
| GOOGL | ALPHABET INC | $1,926.84万 | 2.41% | 53,917 | -700 | -1.3% | -$25.02万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $1,955.08万 | 2.44% | 417,413 | 6,311 | 1.5% | $29.56万 | 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 |
| AAPL | APPLE INC | $2,994.69万 | 3.74% | 103,493 | 1,076 | 1.1% | $31.14万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,800.39万 | 4.75% | 426,053 | 136,479 | 47.1% | $1,217.39万 | 加仓 |
| IJH | ISHARES TR | $5,988.71万 | 7.49% | 776,645 | -693,531 | -47.2% | -$5,347.82万 | 减仓 |
| IVV | ISHARES TR | $1.56亿 | 19.51% | 208,416 | -184,182 | -46.9% | -$1.38亿 | 减仓 |