Hopwood Nicholas Hunter
PLYMOUTH MI · SEC CIK 0002091827
$3.15亿2026Q1 申报市值
121持仓数
39.9%前十大占比 · 第一大 6.2%
10 / 8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
BOND 加仓+$414.96万
JPIE 加仓+$291.30万
JBND 新建仓+$289.15万
PYLD 加仓+$183.25万
IVE 加仓+$158.61万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$326.80万
QUAL 减仓-$203.69万
AGG 减仓-$197.89万
GJAN 清仓-$110.11万
TLH 清仓-$80.25万
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 |
|---|---|---|---|---|---|---|---|---|
| JGRO | J P MORGAN EXCHANGE TRADED F | $282.82万 | 0.90% | 33,462 | 1,399 | 4.4% | $11.82万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $289.15万 | 0.92% | 53,775 | 53,775 | — | $289.15万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $297.31万 | 0.95% | 77,383 | 5,147 | 7.1% | $19.77万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $324.42万 | 1.03% | 80,721 | 11,902 | 17.3% | $47.83万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $324.97万 | 1.03% | 69,024 | 2,060 | 3.1% | $9.70万 | 加仓 |
| EFV | ISHARES TR | $384.75万 | 1.22% | 51,749 | -7,076 | -12.0% | -$52.61万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $389.84万 | 1.24% | 127,818 | 2,479 | 2.0% | $7.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $413.86万 | 1.32% | 15,801 | 359 | 2.3% | $9.40万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $431.45万 | 1.37% | 79,093 | -1,029 | -1.3% | -$5.61万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $439.00万 | 1.40% | 103,196 | 4,357 | 4.4% | $18.53万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $439.01万 | 1.40% | 57,963 | 2,502 | 4.5% | $18.95万 | 加仓 |
| IEMG | ISHARES INC | $439.44万 | 1.40% | 63,003 | -2,008 | -3.1% | -$14.01万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $447.12万 | 1.42% | 97,053 | 63,230 | 186.9% | $291.30万 | 加仓 |
| IVW | ISHARES TR | $459.79万 | 1.46% | 40,650 | 895 | 2.3% | $10.12万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $493.18万 | 1.57% | 147,792 | 13,791 | 10.3% | $46.02万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $507.40万 | 1.61% | 64,711 | 1,307 | 2.1% | $10.25万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $528.20万 | 1.68% | 109,927 | 3,380 | 3.2% | $16.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $569.63万 | 1.81% | 97,908 | 3,574 | 3.8% | $20.79万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $580.46万 | 1.85% | 161,687 | 10,043 | 6.6% | $36.05万 | 加仓 |
| IVE | ISHARES TR | $592.56万 | 1.88% | 28,064 | 7,512 | 36.6% | $158.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $668.98万 | 2.13% | 20,853 | -335 | -1.6% | -$10.75万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $696.87万 | 2.22% | 128,931 | 854 | 0.7% | $4.62万 | 加仓 |
| AOR | ISHARES TR | $713.16万 | 2.27% | 110,826 | 4,065 | 3.8% | $26.16万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $818.09万 | 2.60% | 106,884 | 3,531 | 3.4% | $27.03万 | 加仓 |
| AOA | ISHARES TR | $902.33万 | 2.87% | 101,970 | -204 | -0.2% | -$1.81万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $961.85万 | 3.06% | 279,526 | 4,622 | 1.7% | $15.90万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,044.79万 | 3.32% | 398,775 | 69,943 | 21.3% | $183.25万 | 加仓 |
| BOND | PIMCO ETF TR | $1,291.37万 | 4.11% | 139,940 | 44,967 | 47.3% | $414.96万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,427.83万 | 4.54% | 121,849 | 9,996 | 8.9% | $117.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,518.09万 | 4.83% | 77,374 | 1,671 | 2.2% | $32.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,899.51万 | 6.04% | 43,488 | 2,532 | 6.2% | $110.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,965.00万 | 6.25% | 306,648 | 3,888 | 1.3% | $24.91万 | 加仓 |