Western Reserve Capital Management, LLC
HUDSON OH · SEC CIK 0002110357
$1.22亿2026Q1 申报市值
50持仓数
78.9%前十大占比 · 第一大 17.3%
3 / 0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
EXXON MOBIL CORP 新建仓+$1,104.28万
CVX 加仓+$238.35万
FE 新建仓+$102.44万
AVUS 加仓+$36.27万
SCHO 加仓+$31.69万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$42.34万
AVLC 减仓-$15.60万
NAK 减仓-$6.15万
VGSH 减仓-$3.31万
TT 减仓-$2.96万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAK | NORTHERN DYNASTY MINERALS LT | $7.85万 | 0.06% | 56,106 | -43,894 | -43.9% | -$6.15万 | 减仓 |
| LLY | ELI LILLY & CO | $20.88万 | 0.17% | 227 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $20.89万 | 0.17% | 7,486 | 7,486 | — | $20.89万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.55万 | 0.18% | 517 | -71 | -12.1% | -$2.96万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $21.73万 | 0.18% | 2,872 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $22.28万 | 0.18% | 4,118 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.31万 | 0.18% | 718 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $22.62万 | 0.19% | 2,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.83万 | 0.19% | 1,985 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $23.55万 | 0.19% | 5,021 | -35 | -0.7% | -$1,642 | 减仓 |
| VBK | VANGUARD INDEX FDS | $24.78万 | 0.20% | 820 | -16 | -1.9% | -$4,836 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.93万 | 0.20% | 432 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.97万 | 0.21% | 1,798 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $27.26万 | 0.22% | 1,868 | 105 | 6.0% | $1.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.51万 | 0.23% | 423 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $28.24万 | 0.23% | 1,937 | 130 | 7.2% | $1.90万 | 加仓 |
| HD | HOME DEPOT INC | $29.30万 | 0.24% | 891 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $29.75万 | 0.24% | 9,696 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $30.00万 | 0.25% | 10,298 | 671 | 7.0% | $1.95万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.10万 | 0.25% | 488 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $35.58万 | 0.29% | 14,374 | 4,112 | 40.1% | $10.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.92万 | 0.31% | 1,763 | -17 | -1.0% | -$3,656 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $39.10万 | 0.32% | 6,680 | -566 | -7.8% | -$3.31万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.30万 | 0.35% | 620 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.44万 | 0.36% | 2,953 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $52.63万 | 0.43% | 19,778 | -380 | -1.9% | -$1.01万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.21万 | 0.44% | 9,104 | -172 | -1.9% | -$1.02万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $56.94万 | 0.47% | 8,030 | 3,074 | 62.0% | $21.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.04万 | 0.56% | 1,838 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $69.84万 | 0.57% | 15,298 | 97 | 0.6% | $4,428 | 加仓 |
| SYK | STRYKER CORPORATION | $71.70万 | 0.59% | 2,182 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $95.55万 | 0.78% | 4,870 | -106 | -2.1% | -$2.08万 | 减仓 |
| FE | FIRSTENERGY CORP | $102.44万 | 0.84% | 20,221 | 20,221 | — | $102.44万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $122.67万 | 1.01% | 19,691 | 109 | 0.6% | $6,791 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $151.92万 | 1.25% | 1,697 | -473 | -21.8% | -$42.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $161.87万 | 1.33% | 3,706 | 64 | 1.8% | $2.80万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $177.68万 | 1.46% | 15,981 | 3,262 | 25.6% | $36.27万 | 加仓 |
| AAPL | APPLE INC | $197.30万 | 1.62% | 7,774 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $235.22万 | 1.93% | 29,191 | 818 | 2.9% | $6.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $266.90万 | 2.19% | 12,900 | 11,520 | 834.8% | $238.35万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $464.29万 | 3.81% | 22,560 | 242 | 1.1% | $4.98万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $482.33万 | 3.96% | 15,047 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $504.52万 | 4.14% | 93,344 | 2,800 | 3.1% | $15.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $704.44万 | 5.78% | 83,032 | 2,475 | 3.1% | $21.00万 | 加仓 |
| STIP | ISHARES TR | $782.73万 | 6.42% | 75,678 | 2,896 | 4.0% | $29.95万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $795.72万 | 6.53% | 327,861 | 13,057 | 4.1% | $31.69万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,017.29万 | 8.35% | 131,178 | -2,012 | -1.5% | -$15.60万 | 减仓 |
| — | EXXON MOBIL CORP | $1,104.28万 | 9.06% | 65,088 | 65,088 | — | $1,104.28万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,649.27万 | 13.54% | 257,376 | 2,870 | 1.1% | $18.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,112.22万 | 17.34% | 35,348 | 36 | 0.1% | $2.15万 | 加仓 |