Western Reserve Capital Management, LLC
HUDSON OH · SEC CIK 0002110357
$1.35亿2026Q2 申报市值
53持仓数
77.6%前十大占比 · 第一大 18.1%
5 / 3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
STIP 加仓+$123.61万
SCHO 加仓+$112.03万
AVUS 加仓+$73.53万
VEA 加仓+$56.29万
CF BANKSHARES IN 加仓+$49.68万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$191.41万
FE 清仓-$102.44万
CVX 减仓-$38.46万
MCD 清仓-$22.31万
VGUS 清仓-$21.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,440.65万 | 18.09% | 35,536 | 188 | 0.5% | $12.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,890.09万 | 14.01% | 265,276 | 7,900 | 3.1% | $56.29万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,187.87万 | 8.81% | 132,044 | 866 | 0.7% | $7.79万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $903.49万 | 6.70% | 374,271 | 46,410 | 14.2% | $112.03万 | 加仓 |
| STIP | ISHARES TR | $896.74万 | 6.65% | 87,778 | 12,100 | 16.0% | $123.61万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $783.41万 | 5.81% | 87,826 | 4,794 | 5.8% | $42.76万 | 加仓 |
| — | EXXON MOBIL CORP | $698.48万 | 5.18% | 51,088 | -14,000 | -21.5% | -$191.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $579.69万 | 4.30% | 97,117 | 3,773 | 4.0% | $22.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $564.54万 | 4.18% | 22,929 | 369 | 1.6% | $9.09万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $518.10万 | 3.84% | 15,047 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $290.72万 | 2.16% | 30,130 | 939 | 3.2% | $9.06万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $278.22万 | 2.06% | 21,722 | 5,741 | 35.9% | $73.53万 | 加仓 |
| AAPL | APPLE INC | $224.95万 | 1.67% | 7,774 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $196.12万 | 1.45% | 22,768 | 532 | 2.4% | $4.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $175.37万 | 1.30% | 10,580 | -2,320 | -18.0% | -$38.46万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $165.99万 | 1.23% | 1,697 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $145.80万 | 1.08% | 19,880 | 189 | 1.0% | $1.39万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $118.55万 | 0.88% | 5,440 | 570 | 11.7% | $12.42万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $108.67万 | 0.81% | 13,262 | 5,232 | 65.2% | $42.87万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $102.63万 | 0.76% | 17,400 | 8,296 | 91.1% | $48.93万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $99.82万 | 0.74% | 37,668 | 17,890 | 90.5% | $47.41万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $78.40万 | 0.58% | 15,558 | 260 | 1.7% | $1.31万 | 加仓 |
| — | CF BANKSHARES INC | $74.21万 | 0.55% | 22,645 | 15,159 | 202.5% | $49.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.56万 | 0.51% | 1,838 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $66.94万 | 0.50% | 2,126 | -56 | -2.6% | -$1.76万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.35万 | 0.34% | 470 | 470 | — | $45.35万 | 新建仓 |
| ORCL | ORACLE CORP | $43.28万 | 0.32% | 2,953 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.32万 | 0.30% | 1,704 | -59 | -3.3% | -$1.40万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $40.02万 | 0.30% | 14,447 | 73 | 0.5% | $2,022 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.33万 | 0.29% | 677 | 677 | — | $39.33万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.92万 | 0.27% | 6,172 | -508 | -7.6% | -$2.96万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.83万 | 0.26% | 10,294 | -4 | -0.0% | -$135 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.32万 | 0.25% | 488 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.81万 | 0.24% | 432 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.59万 | 0.23% | 423 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.58万 | 0.23% | 620 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.42万 | 0.23% | 891 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $30.75万 | 0.23% | 9,696 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $30.13万 | 0.22% | 824 | 4 | 0.5% | $1,463 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.21万 | 0.22% | 1,893 | -44 | -2.3% | -$6,789 | 减仓 |
| SDY | SPDR SERIES TRUST | $28.43万 | 0.21% | 1,868 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $27.51万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $27.23万 | 0.20% | 227 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $26.66万 | 0.20% | 5,149 | 128 | 2.5% | $6,628 | 加仓 |
| PG | PROCTER & GAMBLE CO | $26.37万 | 0.20% | 1,798 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $25.39万 | 0.19% | 517 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $23.89万 | 0.18% | 983 | 983 | — | $23.89万 | 新建仓 |
| BX | BLACKSTONE INC | $23.36万 | 0.17% | 1,985 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $21.98万 | 0.16% | 968 | 968 | — | $21.98万 | 新建仓 |
| STPZ | PIMCO ETF TR | $21.97万 | 0.16% | 4,118 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $21.59万 | 0.16% | 6,201 | 6,201 | — | $21.59万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.17万 | 0.15% | 403 | 0 | 0.0% | — | 重新持有 |
| NAK | NORTHERN DYNASTY MINERALS LT | $7.70万 | 0.06% | 40,106 | -16,000 | -28.5% | -$3.07万 | 减仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -20,221 | -100.0% | -$102.44万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -718 | -100.0% | -$22.31万 | 清仓 |
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -2,872 | -100.0% | -$21.73万 | 清仓 |