Holos Integrated Wealth LLC
KENNETT SQUARE PA · SEC CIK 0002080096
$2.14亿2026Q2 申报市值
376持仓数
51.1%前十大占比 · 第一大 10.4%
13 / 49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
Vanguard Multi-S 加仓+$201.74万
FLTB 加仓+$175.87万
FBND 加仓+$142.12万
Vanguard High Yi 加仓+$117.84万
BUFF 加仓+$116.18万
2026Q2 卖出最多 按季末市值估算
RBRK 清仓-$105.56万
EXXON MOBIL CORP 清仓-$80.84万
FESM 减仓-$72.46万
AAPL 减仓-$68.63万
SGOV 减仓-$54.92万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$1,386 | 清仓 |
| — | AVANOS MED INC COM | $0 | 0.00% | 0 | -97 | -100.0% | -$1,328 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$1,191 | 清仓 |
| MA | MASTERCARD INCORPORATED CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$997 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $0 | 0.00% | 0 | -3 | -100.0% | -$908 | 清仓 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | -26 | -100.0% | -$908 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$897 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$821 | 清仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$764 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -13 | -100.0% | -$648 | 清仓 |
| FDV | FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$615 | 清仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$583 | 清仓 |
| CHWY | CHEWY INC CL A | $0 | 0.00% | 0 | -21 | -100.0% | -$551 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$502 | 清仓 |
| VNT | VONTIER CORPORATION COM | $0 | 0.00% | 0 | -14 | -100.0% | -$495 | 清仓 |
| LVS | LAS VEGAS SANDS CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$432 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$201 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$147 | 清仓 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$136 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$118 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$112 | 清仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$97 | 清仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$81 | 清仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$26 | 清仓 |