Appalachian Capital Management Ltd
ST CLAIRSVILLE OH · SEC CIK 0002111450
$1.25亿2026Q1 申报市值
45持仓数
84.4%前十大占比 · 第一大 31.6%
5 / 2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
SCHB 加仓+$44.20万
HARRIS OAKMARK E 加仓+$44.17万
SCHD 加仓+$37.57万
SPTI 加仓+$35.08万
QQQM 加仓+$34.60万
2026Q1 卖出最多 按季末市值估算
WSBC 减仓-$31.20万
SPTS 清仓-$24.69万
META 清仓-$21.57万
SPTL 减仓-$19.06万
VCIT 减仓-$10.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $3,949.87万 | 31.62% | 1,573,653 | 17,611 | 1.1% | $44.20万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $960.13万 | 7.69% | 335,006 | 12,241 | 3.8% | $35.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $956.06万 | 7.65% | 311,623 | 12,245 | 4.1% | $37.57万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $924.61万 | 7.40% | 351,564 | -7,248 | -2.0% | -$19.06万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $891.63万 | 7.14% | 359,962 | 6,598 | 1.9% | $16.34万 | 加仓 |
| — | HARRIS OAKMARK ETF TRUST | $813.93万 | 6.51% | 338,454 | 18,366 | 5.7% | $44.17万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $813.76万 | 6.51% | 295,213 | 12,234 | 4.3% | $33.72万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $623.07万 | 4.99% | 26,221 | 1,456 | 5.9% | $34.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $328.43万 | 2.63% | 5,690 | 102 | 1.8% | $5.89万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $282.35万 | 2.26% | 34,121 | -1,270 | -3.6% | -$10.51万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $266.38万 | 2.13% | 53,956 | -1,066 | -1.9% | -$5.26万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $160.54万 | 1.29% | 23,513 | -785 | -3.2% | -$5.36万 | 减仓 |
| BA | BOEING CO | $114.80万 | 0.92% | 5,768 | 430 | 8.1% | $8.56万 | 加仓 |
| — | EXXON MOBIL CORP | $95.97万 | 0.77% | 5,657 | 2 | 0.0% | $339 | 加仓 |
| BOND | PIMCO ETF TR | $90.58万 | 0.73% | 9,816 | -153 | -1.5% | -$1.41万 | 减仓 |
| AMZN | AMAZON COM INC | $85.77万 | 0.69% | 4,118 | 647 | 18.6% | $13.48万 | 加仓 |
| KRE | SPDR SERIES TRUST | $77.55万 | 0.62% | 11,903 | -1,532 | -11.4% | -$9.98万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $65.93万 | 0.53% | 29,635 | 2,723 | 10.1% | $6.06万 | 加仓 |
| TSLA | TESLA INC | $65.20万 | 0.52% | 1,754 | 139 | 8.6% | $5.17万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.97万 | 0.47% | 25,394 | -1,200 | -4.5% | -$2.79万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $58.44万 | 0.47% | 12,427 | -840 | -6.3% | -$3.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $56.23万 | 0.45% | 3,224 | -500 | -13.4% | -$8.72万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $55.44万 | 0.44% | 7,579 | -34 | -0.4% | -$2,487 | 减仓 |
| VLO | VALERO ENERGY CORP | $51.89万 | 0.42% | 2,100 | 0 | 0.0% | — | 不变 |
| — | UNITED BANCORP INC OHIO | $50.76万 | 0.41% | 33,372 | 14 | 0.0% | $213 | 加仓 |
| NFLX | NETFLIX INC. | $46.63万 | 0.37% | 4,850 | 340 | 7.5% | $3.27万 | 加仓 |
| WSBC | WESBANCO INC | $46.49万 | 0.37% | 13,481 | -9,045 | -40.2% | -$31.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.89万 | 0.37% | 2,218 | 218 | 10.9% | $4.51万 | 加仓 |
| QLD | PROSHARES TR | $44.69万 | 0.36% | 7,327 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $37.39万 | 0.30% | 7,985 | -73 | -0.9% | -$3,418 | 减仓 |
| MSFT | MICROSOFT CORP | $33.93万 | 0.27% | 917 | 132 | 16.8% | $4.88万 | 加仓 |
| LLY | ELI LILLY & CO | $33.39万 | 0.27% | 363 | 23 | 6.8% | $2.12万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.13万 | 0.25% | 672 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $30.87万 | 0.25% | 8,387 | 8,387 | — | $30.87万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.54万 | 0.23% | 731 | 79 | 12.1% | $3.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.16万 | 0.22% | 1,335 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.85万 | 0.21% | 2,021 | 3 | 0.1% | $399 | 加仓 |
| GOOG | ALPHABET INC | $25.24万 | 0.20% | 880 | 880 | — | $25.24万 | 新建仓 |
| BP | BP PLC | $23.50万 | 0.19% | 5,000 | 5,000 | — | $23.50万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.93万 | 0.18% | 1,657 | 1,657 | — | $22.93万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.78万 | 0.18% | 7,833 | 10 | 0.1% | $291 | 加仓 |
| SOXX | ISHARES TR | $22.64万 | 0.18% | 689 | 1 | 0.1% | $329 | 加仓 |
| VTRS | VIATRIS INC | $22.46万 | 0.18% | 16,625 | -362 | -2.1% | -$4,891 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $20.71万 | 0.17% | 5,000 | 5,000 | — | $20.71万 | 新建仓 |
| — | EON RESOURCES INC | $1.66万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,431 | -100.0% | -$24.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -327 | -100.0% | -$21.57万 | 清仓 |