Hopwood Nicholas Hunter
PLYMOUTH MI · SEC CIK 0002091827
$3.65亿2026Q2 申报市值
131持仓数
41.9%前十大占比 · 第一大 6.2%
14 / 7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
SPYM 加仓+$817.26万
ACWX 加仓+$433.91万
CORO 加仓+$375.90万
BLCR 新建仓+$218.19万
BOND 加仓+$187.52万
2026Q2 卖出最多 按季末市值估算
XLG 清仓-$431.45万
EFV 清仓-$384.75万
IEMG 减仓-$354.62万
QUAL 清仓-$240.65万
IAGG 清仓-$107.13万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,258.42万 | 6.20% | 262,180 | 1,252 | 0.5% | $10.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,200.87万 | 6.04% | 308,894 | 2,246 | 0.7% | $16.00万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,756.55万 | 4.82% | 199,881 | 92,997 | 87.0% | $817.26万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,753.35万 | 4.81% | 130,148 | 8,299 | 6.8% | $111.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,725.19万 | 4.73% | 79,163 | 1,789 | 2.3% | $38.99万 | 加仓 |
| BOND | PIMCO ETF TR | $1,477.91万 | 4.05% | 160,276 | 20,336 | 14.5% | $187.52万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,223.45万 | 3.36% | 461,330 | 62,555 | 15.7% | $165.90万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,095.77万 | 3.01% | 288,664 | 9,138 | 3.3% | $34.69万 | 加仓 |
| AOA | ISHARES TR | $1,008.93万 | 2.77% | 103,374 | 1,404 | 1.4% | $13.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $772.40万 | 2.12% | 129,401 | 470 | 0.4% | $2.81万 | 加仓 |
| AOR | ISHARES TR | $761.91万 | 2.09% | 109,627 | -1,199 | -1.1% | -$8.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $758.62万 | 2.08% | 20,501 | -352 | -1.7% | -$13.03万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $672.88万 | 1.85% | 158,961 | 11,169 | 7.6% | $47.28万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $659.00万 | 1.81% | 175,686 | 13,999 | 8.7% | $52.51万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $612.59万 | 1.68% | 90,074 | -7,834 | -8.0% | -$53.28万 | 减仓 |
| IVW | ISHARES TR | $590.46万 | 1.62% | 42,933 | 2,283 | 5.6% | $31.40万 | 加仓 |
| ACWX | ISHARES TR | $570.33万 | 1.56% | 74,935 | 57,010 | 318.0% | $433.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $559.19万 | 1.53% | 115,463 | 5,536 | 5.0% | $26.81万 | 加仓 |
| IVE | ISHARES TR | $554.42万 | 1.52% | 24,417 | -3,647 | -13.0% | -$82.81万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $535.57万 | 1.47% | 108,680 | 5,484 | 5.3% | $27.03万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $531.30万 | 1.46% | 68,194 | 3,483 | 5.4% | $27.14万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $504.85万 | 1.39% | 61,202 | 3,239 | 5.6% | $26.72万 | 加仓 |
| VB | VANGUARD INDEX FDS | $491.93万 | 1.35% | 16,229 | 428 | 2.7% | $12.97万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $468.31万 | 1.28% | 132,891 | 5,073 | 4.0% | $17.88万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $431.23万 | 1.18% | 93,644 | -3,409 | -3.5% | -$15.70万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $427.85万 | 1.17% | 90,645 | 9,924 | 12.3% | $46.84万 | 加仓 |
| IUSB | ISHARES TR | $410.53万 | 1.13% | 88,956 | 38,811 | 77.4% | $179.11万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $405.17万 | 1.11% | 110,702 | 102,706 | 1,284.5% | $375.90万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $396.72万 | 1.09% | 74,153 | 20,378 | 37.9% | $109.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $379.52万 | 1.04% | 80,853 | 11,829 | 17.1% | $55.53万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $366.50万 | 1.01% | 82,397 | 5,014 | 6.5% | $22.30万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $314.88万 | 0.86% | 59,727 | -9,561 | -13.8% | -$50.41万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $312.90万 | 0.86% | 90,380 | 9,373 | 11.6% | $32.45万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $273.73万 | 0.75% | 122,804 | 5,757 | 4.9% | $12.83万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $269.28万 | 0.74% | 16,670 | -4,142 | -19.9% | -$66.91万 | 减仓 |
| ACWI | ISHARES TR | $267.60万 | 0.73% | 17,048 | 44 | 0.3% | $6,907 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $256.85万 | 0.70% | 54,870 | 2,774 | 5.3% | $12.99万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $253.66万 | 0.70% | 33,072 | 1,816 | 5.8% | $13.93万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $250.60万 | 0.69% | 36,356 | 2,212 | 6.5% | $15.25万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $247.92万 | 0.68% | 31,220 | -4,242 | -12.0% | -$33.69万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $245.73万 | 0.67% | 74,531 | 2,973 | 4.2% | $9.80万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $245.66万 | 0.67% | 24,918 | -8,544 | -25.5% | -$84.23万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $239.99万 | 0.66% | 103,755 | 6,046 | 6.2% | $13.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $234.98万 | 0.64% | 3,147 | -108 | -3.3% | -$8.06万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $218.19万 | 0.60% | 43,318 | 43,318 | — | $218.19万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $211.50万 | 0.58% | 80,785 | 4,540 | 6.0% | $11.89万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $207.30万 | 0.57% | 29,107 | -8,462 | -22.5% | -$60.27万 | 减仓 |
| SHLD | GLOBAL X FDS | $199.07万 | 0.55% | 33,339 | 16,253 | 95.1% | $97.05万 | 加仓 |
| AAPL | APPLE INC | $179.84万 | 0.49% | 6,215 | 21 | 0.3% | $6,077 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $177.98万 | 0.49% | 41,285 | -20,549 | -33.2% | -$88.59万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $176.31万 | 0.48% | 18,272 | -7,486 | -29.1% | -$72.23万 | 减仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $169.47万 | 0.46% | 66,379 | 3,675 | 5.9% | $9.38万 | 加仓 |
| DTE | DTE ENERGY CO | $167.86万 | 0.46% | 11,016 | 134 | 1.2% | $2.04万 | 加仓 |
| IEMG | ISHARES INC | $167.29万 | 0.46% | 20,195 | -42,808 | -67.9% | -$354.62万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $161.55万 | 0.44% | 25,289 | 686 | 2.8% | $4.38万 | 加仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $154.63万 | 0.42% | 23,018 | 23,018 | — | $154.63万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $150.56万 | 0.41% | 33,032 | -15,851 | -32.4% | -$72.25万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $150.50万 | 0.41% | 2,191 | 3 | 0.1% | $2,061 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $147.70万 | 0.41% | 54,043 | 2,511 | 4.9% | $6.86万 | 加仓 |
| MBB | ISHARES TR | $147.18万 | 0.40% | 15,571 | 1,000 | 6.9% | $9.45万 | 加仓 |
| GOVT | ISHARES TR | $141.38万 | 0.39% | 62,062 | 62,062 | — | $141.38万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $137.70万 | 0.38% | 14,975 | 3,127 | 26.4% | $28.75万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $128.82万 | 0.35% | 46,122 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $120.60万 | 0.33% | 42,994 | 42,994 | — | $120.60万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $118.13万 | 0.32% | 23,443 | -462 | -1.9% | -$2.33万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $117.33万 | 0.32% | 31,320 | 1,023 | 3.4% | $3.83万 | 加仓 |
| AMZN | AMAZON COM INC | $115.55万 | 0.32% | 4,848 | 177 | 3.8% | $4.22万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $111.15万 | 0.30% | 12,750 | 922 | 7.8% | $8.04万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $108.18万 | 0.30% | 6,893 | 4,995 | 263.2% | $78.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $103.06万 | 0.28% | 5,151 | 1,287 | 33.3% | $25.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $100.36万 | 0.28% | 2,691 | 163 | 6.4% | $6.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $99.68万 | 0.27% | 4,213 | 263 | 6.7% | $6.22万 | 加仓 |
| QGRW | WISDOMTREE TR | $94.78万 | 0.26% | 14,354 | 1,086 | 8.2% | $7.17万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $93.95万 | 0.26% | 60,615 | -11,982 | -16.5% | -$18.57万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $93.41万 | 0.26% | 18,575 | 18,575 | — | $93.41万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $90.33万 | 0.25% | 783 | 783 | — | $90.33万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $87.43万 | 0.24% | 34,259 | 4,156 | 13.8% | $10.61万 | 加仓 |
| GLD | SPDR GOLD TR | $77.62万 | 0.21% | 2,107 | 130 | 6.6% | $4.79万 | 加仓 |
| DTM | DT MIDSTREAM INC | $76.60万 | 0.21% | 5,220 | 121 | 2.4% | $1.78万 | 加仓 |
| AOM | ISHARES TR | $64.31万 | 0.18% | 12,889 | -353 | -2.7% | -$1.76万 | 减仓 |
| BCI | ABRDN ETFS | $60.36万 | 0.17% | 27,019 | 613 | 2.3% | $1.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $59.19万 | 0.16% | 3,107 | 3,107 | — | $59.19万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $58.39万 | 0.16% | 7,715 | 19 | 0.2% | $1,438 | 加仓 |
| GRMN | GARMIN LTD | $54.76万 | 0.15% | 2,305 | 11 | 0.5% | $2,613 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $52.83万 | 0.14% | 10,447 | -6,952 | -40.0% | -$35.16万 | 减仓 |
| ITOT | ISHARES TR | $52.82万 | 0.14% | 3,216 | 9 | 0.3% | $1,478 | 加仓 |
| IWM | ISHARES TR | $52.78万 | 0.14% | 1,757 | 5 | 0.3% | $1,502 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.74万 | 0.14% | 1,054 | 121 | 13.0% | $6.05万 | 加仓 |
| SLV | ISHARES SILVER TR | $52.61万 | 0.14% | 9,840 | 1,035 | 11.8% | $5.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.81万 | 0.14% | 1,043 | -3 | -0.3% | -$1,433 | 减仓 |
| WTV | WISDOMTREE TR | $49.81万 | 0.14% | 4,897 | -178 | -3.5% | -$1.81万 | 减仓 |
| AGG | ISHARES TR | $49.41万 | 0.14% | 4,992 | -6,779 | -57.6% | -$67.10万 | 减仓 |
| AGGY | WISDOMTREE TR | $48.96万 | 0.13% | 11,259 | 1,155 | 11.4% | $5.02万 | 加仓 |
| DGRW | WISDOMTREE TR | $48.90万 | 0.13% | 5,114 | -1,980 | -27.9% | -$18.93万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $46.82万 | 0.13% | 9,042 | -28 | -0.3% | -$1,450 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $45.58万 | 0.13% | 4,255 | 4,255 | — | $45.58万 | 新建仓 |
| — | CION INVT CORP | $44.38万 | 0.12% | 71,233 | 2,384 | 3.5% | $1.49万 | 加仓 |
| DDWM | WISDOMTREE TR | $43.23万 | 0.12% | 9,362 | -148 | -1.6% | -$6,835 | 减仓 |
| GLDM | WORLD GOLD TR | $39.95万 | 0.11% | 5,030 | -7,481 | -59.8% | -$59.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $38.62万 | 0.11% | 1,521 | 31 | 2.1% | $7,871 | 加仓 |