Pathfinder Wealth Consulting, Inc.
WILMINGTON NC · SEC CIK 0002108842
$02026Q2 申报市值
0持仓数
0.0%前十大占比
0 / 164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
本季没有买入
2026Q2 卖出最多 按季末市值估算
VUG 清仓-$881.64万
VTV 清仓-$871.33万
AAPL 清仓-$602.17万
MSFT 清仓-$494.81万
FELG 清仓-$440.16万
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 | $0 | 0.00% | 0 | -121,104 | -100.0% | -$881.64万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -44,411 | -100.0% | -$871.33万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -23,727 | -100.0% | -$602.17万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -13,367 | -100.0% | -$494.81万 | 清仓 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -117,407 | -100.0% | -$440.16万 | 清仓 |
| FELV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -117,328 | -100.0% | -$409.59万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -19,344 | -100.0% | -$402.89万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -32,545 | -100.0% | -$332.77万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -10,469 | -100.0% | -$301.04万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -6,968 | -100.0% | -$299.83万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -4,590 | -100.0% | -$299.81万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -45,026 | -100.0% | -$288.53万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -31,694 | -100.0% | -$286.92万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -17,342 | -100.0% | -$268.99万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -78,483 | -100.0% | -$259.54万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -14,619 | -100.0% | -$254.96万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -34,072 | -100.0% | -$244.63万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -2,659 | -100.0% | -$244.57万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -9,657 | -100.0% | -$234.07万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -81,575 | -100.0% | -$221.43万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -51,842 | -100.0% | -$220.64万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -11,305 | -100.0% | -$191.80万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -44,711 | -100.0% | -$160.78万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -4,643 | -100.0% | -$158.70万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -2,641 | -100.0% | -$151.09万 | 清仓 |
| FESM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -38,538 | -100.0% | -$146.45万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -37,077 | -100.0% | -$144.08万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -2,209 | -100.0% | -$143.66万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -11,435 | -100.0% | -$142.12万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -19,600 | -100.0% | -$132.36万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,558 | -100.0% | -$132.27万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -4,376 | -100.0% | -$128.73万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,880 | -100.0% | -$127.83万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -4,828 | -100.0% | -$118.02万 | 清仓 |
| ONEY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,432 | -100.0% | -$113.23万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -19,960 | -100.0% | -$110.26万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -13,360 | -100.0% | -$105.52万 | 清仓 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -28,276 | -100.0% | -$105.19万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -7,922 | -100.0% | -$103.73万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -14,915 | -100.0% | -$101.63万 | 清仓 |
| SMLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,893 | -100.0% | -$94.49万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -12,687 | -100.0% | -$88.49万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -5,075 | -100.0% | -$85.53万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,782 | -100.0% | -$85.39万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -2,924 | -100.0% | -$83.88万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$82.96万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -3,710 | -100.0% | -$80.70万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -2,445 | -100.0% | -$80.42万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -2,615 | -100.0% | -$79.04万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -5,544 | -100.0% | -$75.38万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -7,804 | -100.0% | -$75.04万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -3,156 | -100.0% | -$74.57万 | 清仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | -16,237 | -100.0% | -$73.88万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -9,201 | -100.0% | -$73.25万 | 清仓 |
| DEM | WISDOMTREE TR | $0 | 0.00% | 0 | -14,635 | -100.0% | -$72.72万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,978 | -100.0% | -$66.83万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -1,842 | -100.0% | -$65.88万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -13,272 | -100.0% | -$64.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -6,583 | -100.0% | -$63.45万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -4,276 | -100.0% | -$61.76万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -9,978 | -100.0% | -$61.68万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -41,400 | -100.0% | -$59.49万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -10,769 | -100.0% | -$58.30万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -585 | -100.0% | -$58.29万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -3,468 | -100.0% | -$57.34万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -2,102 | -100.0% | -$57.24万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -16,658 | -100.0% | -$56.89万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,744 | -100.0% | -$55.94万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$54.08万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,190 | -100.0% | -$53.96万 | 清仓 |
| SUSL | ISHARES TR | $0 | 0.00% | 0 | -4,695 | -100.0% | -$53.34万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,606 | -100.0% | -$51.71万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -386 | -100.0% | -$50.98万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,022 | -100.0% | -$49.60万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -5,143 | -100.0% | -$49.18万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -535 | -100.0% | -$47.90万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -6,286 | -100.0% | -$47.81万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -5,104 | -100.0% | -$47.33万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -13,774 | -100.0% | -$46.76万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -2,297 | -100.0% | -$46.73万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -930 | -100.0% | -$46.45万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,192 | -100.0% | -$45.34万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -15,980 | -100.0% | -$44.87万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -3,606 | -100.0% | -$44.83万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -4,302 | -100.0% | -$44.17万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,712 | -100.0% | -$43.48万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -1,338 | -100.0% | -$42.89万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -5,409 | -100.0% | -$41.97万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,531 | -100.0% | -$41.20万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -4,531 | -100.0% | -$40.59万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -4,314 | -100.0% | -$40.06万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$39.58万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,009 | -100.0% | -$39.54万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,020 | -100.0% | -$37.70万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,205 | -100.0% | -$37.30万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -3,940 | -100.0% | -$37.03万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,476 | -100.0% | -$36.34万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -7,423 | -100.0% | -$36.18万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,469 | -100.0% | -$35.87万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -1,216 | -100.0% | -$35.60万 | 清仓 |