HORAN Wealth, LLC
CINCINNATI OH · SEC CIK 0002072569
$10.52亿2026Q1 申报市值
196持仓数
54.9%前十大占比 · 第一大 25.5%
7 / 4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
IVV 加仓+$1.34亿
IJH 加仓+$4,917.85万
MSFT 加仓+$1,737.67万
IJR 加仓+$1,681.82万
AVEM 新建仓+$1,407.11万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$340.74万
DEO 清仓-$89.24万
Hillenbrand Inc 减仓-$32.53万
BTC 清仓-$22.84万
ADP 清仓-$21.17万
2026Q1 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 Core S&P 500 ETF | $2.69亿 | 25.52% | 392,598 | 196,291 | 100.0% | $1.34亿 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $9,817.64万 | 9.33% | 1,470,176 | 736,440 | 100.4% | $4,917.85万 | 加仓 |
| MSFT | Microsoft Corp | $3,437.76万 | 3.27% | 87,978 | 44,470 | 102.2% | $1,737.67万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $3,363.65万 | 3.20% | 279,520 | 139,760 | 100.0% | $1,681.82万 | 加仓 |
| PG | Procter & Gamble Co | $2,706.86万 | 2.57% | 188,542 | 93,514 | 98.4% | $1,342.56万 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $2,645.94万 | 2.51% | 1,051,472 | 532,274 | 102.5% | $1,339.42万 | 加仓 |
| AAPL | APPLE INC | $2,641.99万 | 2.51% | 102,417 | -161 | -0.2% | -$4.15万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,452.92万 | 2.33% | 289,574 | 7,695 | 2.7% | $65.18万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,933.68万 | 1.84% | 411,102 | -4,192 | -1.0% | -$19.72万 | 减仓 |
| FNDA | Schwab Fundamental US Small Company ETF | $1,868.04万 | 1.78% | 577,082 | 291,350 | 102.0% | $943.11万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $1,850.70万 | 1.76% | 30,656 | 15,042 | 96.3% | $908.08万 | 加仓 |
| GOOGL | ALPHABET INC | $1,583.53万 | 1.50% | 54,617 | -690 | -1.2% | -$20.01万 | 减仓 |
| AVGO | BROADCOM INC | $1,555.38万 | 1.48% | 49,666 | -493 | -1.0% | -$15.44万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,407.11万 | 1.34% | 174,623 | 174,623 | — | $1,407.11万 | 新建仓 |
| WMB | Williams Companies Inc | $1,397.84万 | 1.33% | 194,418 | 97,625 | 100.9% | $701.91万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,327.43万 | 1.26% | 262,376 | 43,338 | 19.8% | $219.26万 | 加仓 |
| JNJ | Johnson & Johnson | $1,156.14万 | 1.10% | 49,344 | 25,011 | 102.8% | $586.01万 | 加仓 |
| TJX | TJX Companies Inc | $1,124.55万 | 1.07% | 70,658 | 35,240 | 99.5% | $560.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,058.87万 | 1.01% | 35,452 | -45 | -0.1% | -$1.34万 | 减仓 |
| QCOM | Qualcomm Inc | $995.38万 | 0.95% | 75,446 | 38,094 | 102.0% | $502.58万 | 加仓 |
| WMT | Walmart Inc | $993.09万 | 0.94% | 81,544 | 29,184 | 55.7% | $355.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $981.44万 | 0.93% | 54,359 | 1,762 | 3.4% | $31.81万 | 加仓 |
| CFG | Citizens Financial Group Inc | $971.44万 | 0.92% | 162,310 | 81,875 | 101.8% | $490.03万 | 加仓 |
| NOC | Northrop Grumman Corp | $952.82万 | 0.91% | 14,140 | 7,195 | 103.6% | $484.83万 | 加仓 |
| HD | The Home Depot Inc | $921.84万 | 0.88% | 27,754 | 14,197 | 104.7% | $471.55万 | 加仓 |
| PANW | Palo Alto Networks Inc | $833.66万 | 0.79% | 51,304 | 26,142 | 103.9% | $424.79万 | 加仓 |
| ITW | Illinois Tool Works Inc | $782.10万 | 0.74% | 30,206 | 15,588 | 106.6% | $403.61万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $777.22万 | 0.74% | 16,466 | 8,233 | 100.0% | $388.61万 | 加仓 |
| SHEL | Shell PLC | $761.90万 | 0.72% | 83,302 | 43,075 | 107.1% | $393.97万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $711.23万 | 0.68% | 66,472 | 33,645 | 102.5% | $359.99万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $707.90万 | 0.67% | 17,069 | 61 | 0.4% | $2.53万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $698.85万 | 0.66% | 14,028 | 7,278 | 107.8% | $362.58万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $692.90万 | 0.66% | 20,706 | 10,354 | 100.0% | $346.48万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $692.29万 | 0.66% | 87,333 | 20,110 | 29.9% | $159.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $668.41万 | 0.64% | 13,838 | 14 | 0.1% | $6,762 | 加仓 |
| SCHF | Schwab International Equity ETF | $629.14万 | 0.60% | 255,678 | 126,658 | 98.2% | $311.67万 | 加仓 |
| ASML | ASML HLDG NV | $626.33万 | 0.60% | 4,813 | -44 | -0.9% | -$5.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $614.46万 | 0.58% | 9,343 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $600.90万 | 0.57% | 19,724 | 9,907 | 100.9% | $301.82万 | 加仓 |
| ABBV | ABBVIE INC | $550.52万 | 0.52% | 25,081 | 414 | 1.7% | $9.09万 | 加仓 |
| MRK | MERCK & CO INC | $547.25万 | 0.52% | 46,275 | 856 | 1.9% | $10.12万 | 加仓 |
| AMGN | AMGEN INC | $530.46万 | 0.50% | 15,194 | 119 | 0.8% | $4.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $469.04万 | 0.45% | 51,130 | 1,266 | 2.5% | $11.61万 | 加仓 |
| AMZN | AMAZON COM INC | $444.63万 | 0.42% | 21,026 | 1,126 | 5.7% | $23.81万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $434.96万 | 0.41% | 88,643 | 735 | 0.8% | $3.61万 | 加仓 |
| IWR | iShares Russell Mid-Cap ETF | $406.75万 | 0.39% | 42,236 | 21,118 | 100.0% | $203.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $395.17万 | 0.38% | 37,537 | 1,408 | 3.9% | $14.82万 | 加仓 |
| VUG | Vanguard Growth ETF | $392.54万 | 0.37% | 8,292 | 4,146 | 100.0% | $196.27万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $388.18万 | 0.37% | 50,328 | 50,328 | — | $388.18万 | 新建仓 |
| USB | U.S. Bancorp | $384.66万 | 0.37% | 73,608 | 36,904 | 100.5% | $192.85万 | 加仓 |
| V | VISA INC | $370.28万 | 0.35% | 11,977 | 429 | 3.7% | $13.26万 | 加仓 |
| AMCR | AMCOR PLC | $361.19万 | 0.34% | 113,784 | 84,781 | 292.3% | $269.13万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $340.74万 | 0.32% | 41,177 | 268 | 0.7% | $2.22万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $335.17万 | 0.32% | 11,677 | 538 | 4.8% | $15.44万 | 加仓 |
| CVX | Chevron Corp | $323.86万 | 0.31% | 18,030 | 9,086 | 101.6% | $163.21万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $316.06万 | 0.30% | 12,820 | 6,410 | 100.0% | $158.03万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $310.92万 | 0.30% | 14,148 | 7,074 | 100.0% | $155.46万 | 加仓 |
| CTAS | Cintas Corp | $297.36万 | 0.28% | 16,198 | 8,094 | 99.9% | $148.59万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $276.56万 | 0.26% | 43,968 | 21,984 | 100.0% | $138.28万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $275.07万 | 0.26% | 7,667 | 2,049 | 36.5% | $73.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $268.63万 | 0.26% | 30,471 | 14,786 | 94.3% | $130.35万 | 加仓 |
| LMT | Lockheed Martin Corp | $253.48万 | 0.24% | 5,216 | 2,608 | 100.0% | $126.74万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $239.98万 | 0.23% | 83,586 | 4,637 | 5.9% | $13.31万 | 加仓 |
| GOOG | ALPHABET INC | $228.17万 | 0.22% | 7,638 | 220 | 3.0% | $6.57万 | 加仓 |
| SPYM | SPDR Portfolio S&P 500 ETF | $221.78万 | 0.21% | 27,646 | 0 | 0.0% | — | 不变 |
| CINF | Cincinnati Financial Corp | $221.56万 | 0.21% | 13,900 | 6,960 | 100.3% | $110.94万 | 加仓 |
| NSC | Norfolk Southern Corp | $218.89万 | 0.21% | 7,606 | 3,803 | 100.0% | $109.44万 | 加仓 |
| QUAL | ISHARES TR | $212.92万 | 0.20% | 10,809 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $211.70万 | 0.20% | 58,242 | 29,121 | 100.0% | $105.85万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $205.81万 | 0.20% | 38,268 | 19,134 | 100.0% | $102.91万 | 加仓 |
| — | EXXON MOBIL CORP | $202.92万 | 0.19% | 13,585 | 176 | 1.3% | $2.63万 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $202.72万 | 0.19% | 21,070 | 10,535 | 100.0% | $101.36万 | 加仓 |
| PEP | PepsiCo Inc | $200.49万 | 0.19% | 13,340 | 6,476 | 94.3% | $97.33万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $194.83万 | 0.19% | 41,685 | 200 | 0.5% | $9,348 | 加仓 |
| CAT | Caterpillar Inc | $188.92万 | 0.18% | 2,810 | 1,405 | 100.0% | $94.46万 | 加仓 |
| EFV | iShares MSCI EAFE Value ETF | $186.36万 | 0.18% | 26,097 | 1,661 | 6.8% | $11.86万 | 重新持有 |
| MUB | iShares National Muni Bond ETF | $178.46万 | 0.17% | 16,752 | 8,376 | 100.0% | $89.23万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $173.92万 | 0.17% | 66,054 | 4,744 | 7.7% | $12.49万 | 加仓 |
| VTV | Vanguard Value ETF | $173.64万 | 0.17% | 9,088 | 4,625 | 103.6% | $88.37万 | 重新持有 |
| RTX | RTX CORPORATION | $171.16万 | 0.16% | 9,178 | 45 | 0.5% | $8,392 | 加仓 |
| EEM | iShares MSCI Emerging Markets ETF | $166.86万 | 0.16% | 30,398 | 15,199 | 100.0% | $83.43万 | 加仓 |
| ETN | EATON CORP PLC | $166.41万 | 0.16% | 5,110 | 0 | 0.0% | — | 不变 |
| HIG | The Hartford Financial Services Group Inc | $165.62万 | 0.16% | 12,128 | 6,094 | 101.0% | $83.22万 | 加仓 |
| GEV | GE VERNOVA INC | $165.05万 | 0.16% | 2,421 | 15 | 0.6% | $1.02万 | 加仓 |
| IBM | International Business Machines Corp | $160.25万 | 0.15% | 5,802 | 2,951 | 103.5% | $81.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $149.50万 | 0.14% | 2,446 | 0 | 0.0% | — | 不变 |
| RLY | SPDR SSgA Multi-Asset Real Return ETF | $141.62万 | 0.13% | 45,030 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard FTSE All-Wld ex-US ETF | $139.12万 | 0.13% | 18,864 | 9,432 | 100.0% | $69.56万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $138.98万 | 0.13% | 6,606 | 3,303 | 100.0% | $69.49万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $137.13万 | 0.13% | 15,484 | 7,742 | 100.0% | $68.56万 | 加仓 |
| WPC | WP CAREY INC | $134.38万 | 0.13% | 19,773 | 1,962 | 11.0% | $13.33万 | 加仓 |
| — | LCNB CORP | $128.80万 | 0.12% | 78,601 | 0 | 0.0% | — | 不变 |
| AGG | iShares Core US Aggregate Bond ETF | $115.64万 | 0.11% | 11,578 | 303 | 2.7% | $3.03万 | 重新持有 |
| FITB | Fifth Third Bancorp | $108.26万 | 0.10% | 23,218 | 11,609 | 100.0% | $54.13万 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $103.22万 | 0.10% | 18,456 | 9,229 | 100.0% | $51.61万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $100.88万 | 0.10% | 34,456 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $97.13万 | 0.09% | 4,040 | -3 | -0.1% | -$721 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $95.22万 | 0.09% | 20,309 | 0 | 0.0% | — | 不变 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $94.86万 | 0.09% | 7,948 | -374 | -4.5% | -$4.46万 | 重新持有 |
| CMI | CUMMINS INC COM | $94.50万 | 0.09% | 1,851 | 2 | 0.1% | $1,021 | 重新持有 |