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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $22.73万 | 0.03% | 2,917 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.25万 | 0.03% | 2,311 | 20 | 0.9% | $1,925 | 加仓 |
| FDVV | Fidelity High Dividend ETF | $22.01万 | 0.03% | 3,651 | 3,651 | — | $22.01万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $21.97万 | 0.03% | 2,473 | 2,473 | — | $21.97万 | 新建仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $21.88万 | 0.03% | 2,634 | 2,634 | — | $21.88万 | 新建仓 |
| IBMQ | iShares iBonds Dec. 2028 Municipal Bond ETF | $21.73万 | 0.03% | 8,495 | 0 | 0.0% | — | 不变 |
| IBMP | iShares iBonds Dec. 2027 Municipal Bond ETF | $21.72万 | 0.03% | 8,544 | 0 | 0.0% | — | 不变 |
| IBMR | iShares iBonds Dec. 2029 Municipal Bond ETF | $21.72万 | 0.03% | 8,553 | 36 | 0.4% | $914 | 加仓 |
| IBMO | iShares iBonds Dec. 2026 Municipal Bond ETF | $21.67万 | 0.03% | 8,453 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab US Large-Cap ETF | $21.39万 | 0.03% | 7,267 | 7,267 | — | $21.39万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $21.27万 | 0.03% | 1,898 | 1,898 | — | $21.27万 | 新建仓 |
| SHW | Sherwin-Williams Co | $21.02万 | 0.03% | 610 | 610 | — | $21.02万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $14.04万 | 0.02% | 11,757 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $6.48万 | 0.01% | 23,900 | 23,900 | — | $6.48万 | 新建仓 |
| — | HERON THERAPEUTICS INC COM | $1.78万 | 0.00% | 41,590 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC COM SHS | $1.57万 | 0.00% | 45,000 | 45,000 | — | $1.57万 | 新建仓 |
| — | HYPERSCALE DATA INC COM SHS | $1,688 | 0.00% | 12,000 | 12,000 | — | $1,688 | 新建仓 |
| SYK | Stryker Corp | $0 | 0.00% | 0 | -2,142 | -100.0% | -$73.23万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$39.41万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -13,138 | -100.0% | -$34.55万 | 清仓 |
| — | Hillenbrand Inc | $0 | 0.00% | 0 | -10,000 | -100.0% | -$31.72万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,096 | -100.0% | -$26.71万 | 清仓 |
| — | F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -4,896 | -100.0% | -$25.12万 | 清仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $0 | 0.00% | 0 | -854 | -100.0% | -$23.85万 | 清仓 |
| SCHO | Schwab Short-Term US Treasury ETF | $0 | 0.00% | 0 | -9,666 | -100.0% | -$23.56万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -463 | -100.0% | -$22.70万 | 清仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $0 | 0.00% | 0 | -4,611 | -100.0% | -$21.48万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$20.72万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$20.36万 | 清仓 |