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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,965.00万 | 6.25% | 306,648 | 3,888 | 1.3% | $24.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,899.51万 | 6.04% | 43,488 | 2,532 | 6.2% | $110.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,518.09万 | 4.83% | 77,374 | 1,671 | 2.2% | $32.79万 | 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 |
| BOND | PIMCO ETF TR | $1,291.37万 | 4.11% | 139,940 | 44,967 | 47.3% | $414.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,044.79万 | 3.32% | 398,775 | 69,943 | 21.3% | $183.25万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $961.85万 | 3.06% | 279,526 | 4,622 | 1.7% | $15.90万 | 加仓 |
| AOA | ISHARES TR | $902.33万 | 2.87% | 101,970 | -204 | -0.2% | -$1.81万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $818.09万 | 2.60% | 106,884 | 3,531 | 3.4% | $27.03万 | 加仓 |
| AOR | ISHARES TR | $713.16万 | 2.27% | 110,826 | 4,065 | 3.8% | $26.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $696.87万 | 2.22% | 128,931 | 854 | 0.7% | $4.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $668.98万 | 2.13% | 20,853 | -335 | -1.6% | -$10.75万 | 减仓 |
| IVE | ISHARES TR | $592.56万 | 1.88% | 28,064 | 7,512 | 36.6% | $158.61万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $580.46万 | 1.85% | 161,687 | 10,043 | 6.6% | $36.05万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $569.63万 | 1.81% | 97,908 | 3,574 | 3.8% | $20.79万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $528.20万 | 1.68% | 109,927 | 3,380 | 3.2% | $16.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $507.40万 | 1.61% | 64,711 | 1,307 | 2.1% | $10.25万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $493.18万 | 1.57% | 147,792 | 13,791 | 10.3% | $46.02万 | 加仓 |
| IVW | ISHARES TR | $459.79万 | 1.46% | 40,650 | 895 | 2.3% | $10.12万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $447.12万 | 1.42% | 97,053 | 63,230 | 186.9% | $291.30万 | 加仓 |
| IEMG | ISHARES INC | $439.44万 | 1.40% | 63,003 | -2,008 | -3.1% | -$14.01万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $439.01万 | 1.40% | 57,963 | 2,502 | 4.5% | $18.95万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $439.00万 | 1.40% | 103,196 | 4,357 | 4.4% | $18.53万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $431.45万 | 1.37% | 79,093 | -1,029 | -1.3% | -$5.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $413.86万 | 1.32% | 15,801 | 359 | 2.3% | $9.40万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $389.84万 | 1.24% | 127,818 | 2,479 | 2.0% | $7.56万 | 加仓 |
| EFV | ISHARES TR | $384.75万 | 1.22% | 51,749 | -7,076 | -12.0% | -$52.61万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $324.97万 | 1.03% | 69,024 | 2,060 | 3.1% | $9.70万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $324.42万 | 1.03% | 80,721 | 11,902 | 17.3% | $47.83万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $297.31万 | 0.95% | 77,383 | 5,147 | 7.1% | $19.77万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $289.15万 | 0.92% | 53,775 | 53,775 | — | $289.15万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $282.82万 | 0.90% | 33,462 | 1,399 | 4.4% | $11.82万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $261.48万 | 0.83% | 117,047 | 1,244 | 1.1% | $2.78万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $254.44万 | 0.81% | 35,462 | 1,247 | 3.6% | $8.95万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $245.21万 | 0.78% | 37,569 | 144 | 0.4% | $9,399 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $244.59万 | 0.78% | 52,096 | 739 | 1.4% | $3.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $241.23万 | 0.77% | 31,256 | 634 | 2.1% | $4.89万 | 加仓 |
| QUAL | ISHARES TR | $240.65万 | 0.77% | 12,546 | -10,619 | -45.8% | -$203.69万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $238.89万 | 0.76% | 81,007 | 11,260 | 16.1% | $33.21万 | 加仓 |
| ACWI | ISHARES TR | $235.29万 | 0.75% | 17,004 | -2,909 | -14.6% | -$40.25万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $234.84万 | 0.75% | 34,144 | 925 | 2.8% | $6.36万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $233.32万 | 0.74% | 20,812 | 6,336 | 43.8% | $71.03万 | 加仓 |
| IUSB | ISHARES TR | $231.62万 | 0.74% | 50,145 | 1,241 | 2.5% | $5.73万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $228.30万 | 0.73% | 69,288 | 3,918 | 6.0% | $12.91万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $226.88万 | 0.72% | 97,709 | -1,824 | -1.8% | -$4.24万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $224.18万 | 0.71% | 48,883 | 539 | 1.1% | $2.47万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $223.96万 | 0.71% | 61,834 | 2,607 | 4.4% | $9.44万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $211.68万 | 0.67% | 3,255 | -40 | -1.2% | -$2.60万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $210.10万 | 0.67% | 71,558 | 1,281 | 1.8% | $3.76万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $207.56万 | 0.66% | 25,758 | 10,773 | 71.9% | $86.81万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $200.22万 | 0.64% | 76,245 | 2,789 | 3.8% | $7.32万 | 加仓 |
| DTE | DTE ENERGY CO | $159.12万 | 0.51% | 10,882 | 109 | 1.0% | $1.59万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $158.23万 | 0.50% | 62,704 | 1,149 | 1.9% | $2.90万 | 加仓 |
| AAPL | APPLE INC | $157.19万 | 0.50% | 6,194 | 213 | 3.6% | $5.41万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $140.32万 | 0.45% | 51,532 | 446 | 0.9% | $1.21万 | 加仓 |
| MBB | ISHARES TR | $138.35万 | 0.44% | 14,571 | 203 | 1.4% | $1.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $130.75万 | 0.42% | 2,188 | 218 | 11.1% | $13.03万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $128.01万 | 0.41% | 24,603 | 1,910 | 8.4% | $9.94万 | 加仓 |
| ACWX | ISHARES TR | $122.73万 | 0.39% | 17,925 | 3,290 | 22.5% | $22.53万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $121.16万 | 0.39% | 46,122 | 27,010 | 141.3% | $70.96万 | 加仓 |
| SHLD | GLOBAL X FDS | $121.04万 | 0.38% | 17,086 | 726 | 4.4% | $5.14万 | 加仓 |
| AGG | ISHARES TR | $116.85万 | 0.37% | 11,771 | -19,934 | -62.9% | -$197.89万 | 减仓 |
| GLDM | WORLD GOLD TR | $115.96万 | 0.37% | 12,511 | -877 | -6.6% | -$8.13万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $109.12万 | 0.35% | 23,905 | -158 | -0.7% | -$7,213 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $107.81万 | 0.34% | 72,597 | 799 | 1.1% | $1.19万 | 加仓 |
| IAGG | ISHARES TR | $107.13万 | 0.34% | 21,410 | 1,144 | 5.6% | $5.72万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $101.46万 | 0.32% | 11,848 | 641 | 5.7% | $5.49万 | 加仓 |
| AMZN | AMAZON COM INC | $97.28万 | 0.31% | 4,671 | 2,180 | 87.5% | $45.40万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $95.65万 | 0.30% | 30,297 | 377 | 1.3% | $1.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $93.60万 | 0.30% | 2,528 | -571 | -18.4% | -$21.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.06万 | 0.28% | 17,399 | -2,732 | -13.6% | -$13.83万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $87.81万 | 0.28% | 11,828 | 609 | 5.4% | $4.52万 | 加仓 |
| GLD | SPDR GOLD TR | $85.07万 | 0.27% | 1,977 | -426 | -17.7% | -$18.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $84.94万 | 0.27% | 3,950 | 73 | 1.9% | $1.57万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $84.32万 | 0.27% | 16,237 | -213 | -1.3% | -$1.11万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $77.12万 | 0.25% | 30,103 | 2,648 | 9.6% | $6.78万 | 加仓 |
| QGRW | WISDOMTREE TR | $70.89万 | 0.23% | 13,268 | 55 | 0.4% | $2,939 | 加仓 |
| DTM | DT MIDSTREAM INC | $68.67万 | 0.22% | 5,099 | 46 | 0.9% | $6,195 | 加仓 |
| NVDA | NVIDIA CORPORATION | $67.39万 | 0.21% | 3,864 | -339 | -8.1% | -$5.91万 | 减仓 |
| BCI | ABRDN ETFS | $64.14万 | 0.20% | 26,406 | 2,574 | 10.8% | $6.25万 | 加仓 |
| AOM | ISHARES TR | $62.73万 | 0.20% | 13,242 | -535 | -3.9% | -$2.53万 | 减仓 |
| DGRW | WISDOMTREE TR | $62.31万 | 0.20% | 7,094 | -322 | -4.3% | -$2.83万 | 减仓 |
| SLV | ISHARES SILVER TR | $60.00万 | 0.19% | 8,805 | -2,401 | -21.4% | -$16.36万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $58.22万 | 0.19% | 7,696 | 7,696 | — | $58.22万 | 新建仓 |
| GRMN | GARMIN LTD | $53.22万 | 0.17% | 2,294 | 9 | 0.4% | $2,088 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $52.23万 | 0.17% | 11,397 | -453 | -3.8% | -$2.08万 | 减仓 |
| WTV | WISDOMTREE TR | $48.08万 | 0.15% | 5,075 | 36 | 0.7% | $3,410 | 加仓 |
| — | CION INVT CORP | $47.09万 | 0.15% | 68,849 | 6,711 | 10.8% | $4.59万 | 加仓 |
| ITOT | ISHARES TR | $45.68万 | 0.15% | 3,207 | 1,029 | 47.2% | $14.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.71万 | 0.14% | 933 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $43.90万 | 0.14% | 10,104 | 766 | 8.2% | $3.33万 | 加仓 |
| IWM | ISHARES TR | $43.45万 | 0.14% | 1,752 | -13,176 | -88.3% | -$326.80万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $42.55万 | 0.14% | 9,070 | 298 | 3.4% | $1.40万 | 加仓 |
| DDWM | WISDOMTREE TR | $41.95万 | 0.13% | 9,510 | 332 | 3.6% | $1.46万 | 加仓 |
| — | BELPOINTE PREP LLC | $40.85万 | 0.13% | 7,678 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.43万 | 0.12% | 1,490 | -66 | -4.2% | -$1.61万 | 减仓 |
| GOOG | ALPHABET INC | $35.45万 | 0.11% | 1,236 | 200 | 19.3% | $5.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $35.35万 | 0.11% | 1,046 | 42 | 4.2% | $1.42万 | 加仓 |
| EFA | ISHARES TR | $33.04万 | 0.11% | 3,402 | 568 | 20.0% | $5.52万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $31.73万 | 0.10% | 4,524 | -339 | -7.0% | -$2.38万 | 减仓 |