Appalachian Capital Management Ltd
ST CLAIRSVILLE OH · SEC CIK 0002111450
$1.38亿2026Q2 申报市值
43持仓数
84.3%前十大占比 · 第一大 33.1%
0 / 2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
GOOG 加仓+$38.16万
OAKM 加仓+$27.48万
SCHD 加仓+$25.72万
BITB 加仓+$17.05万
SPTI 加仓+$14.60万
2026Q2 卖出最多 按季末市值估算
BP 清仓-$23.50万
UBSI 清仓-$20.71万
WSBC 减仓-$20.35万
QLD 减仓-$10.00万
VCIT 减仓-$9.83万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $4,568.41万 | 33.14% | 1,577,489 | 3,836 | 0.2% | $11.11万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,013.88万 | 7.35% | 319,735 | 8,112 | 2.6% | $25.72万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $965.68万 | 7.00% | 340,149 | 5,143 | 1.5% | $14.60万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $923.30万 | 6.70% | 352,002 | 438 | 0.1% | $1.15万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $901.64万 | 6.54% | 362,396 | 2,434 | 0.7% | $6.06万 | 加仓 |
| — | HARRIS OAKMARK ETF TRUST | $879.58万 | 6.38% | 341,539 | 3,085 | 0.9% | $7.94万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $859.09万 | 6.23% | 304,967 | 9,754 | 3.3% | $27.48万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $803.95万 | 5.83% | 26,536 | 315 | 1.2% | $9.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $418.52万 | 3.04% | 5,683 | -7 | -0.1% | -$5,155 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $287.12万 | 2.08% | 53,558 | -398 | -0.7% | -$2.13万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $272.18万 | 1.97% | 32,932 | -1,189 | -3.5% | -$9.83万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $194.94万 | 1.41% | 24,049 | 536 | 2.3% | $4.34万 | 加仓 |
| BA | BOEING CO | $127.02万 | 0.92% | 5,868 | 100 | 1.7% | $2.16万 | 加仓 |
| AMZN | AMAZON COM INC | $100.53万 | 0.73% | 4,218 | 100 | 2.4% | $2.38万 | 加仓 |
| BOND | PIMCO ETF TR | $89.88万 | 0.65% | 9,747 | -69 | -0.7% | -$6,362 | 减仓 |
| KRE | SPDR SERIES TRUST | $89.40万 | 0.65% | 11,944 | 41 | 0.3% | $3,069 | 加仓 |
| — | EXXON MOBIL CORP | $78.54万 | 0.57% | 5,745 | 88 | 1.6% | $1.20万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.55万 | 0.56% | 1,335 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $74.99万 | 0.54% | 1,783 | 29 | 1.7% | $1.22万 | 加仓 |
| GOOG | ALPHABET INC | $69.25万 | 0.50% | 1,960 | 1,080 | 122.7% | $38.16万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $65.54万 | 0.48% | 29,524 | -111 | -0.4% | -$2,464 | 减仓 |
| NVDA | NVIDIA CORPORATION | $64.59万 | 0.47% | 3,228 | 4 | 0.1% | $800 | 加仓 |
| QLD | PROSHARES TR | $60.89万 | 0.44% | 6,293 | -1,034 | -14.1% | -$10.00万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $59.95万 | 0.43% | 12,442 | 15 | 0.1% | $723 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.85万 | 0.43% | 25,444 | 50 | 0.2% | $1,157 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $57.06万 | 0.41% | 7,618 | 39 | 0.5% | $2,921 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $55.79万 | 0.40% | 731 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $54.69万 | 0.40% | 2,100 | 0 | 0.0% | — | 不变 |
| — | UNITED BANCORP INC OHIO | $53.02万 | 0.38% | 33,387 | 15 | 0.0% | $238 | 加仓 |
| SOXX | ISHARES TR | $44.15万 | 0.32% | 689 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $43.77万 | 0.32% | 13,737 | 5,350 | 63.8% | $17.05万 | 加仓 |
| LLY | ELI LILLY & CO | $43.66万 | 0.32% | 364 | 1 | 0.3% | $1,199 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $38.54万 | 0.28% | 2,023 | 2 | 0.1% | $381 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $37.79万 | 0.27% | 8,062 | 77 | 1.0% | $3,609 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.77万 | 0.27% | 2,218 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $35.11万 | 0.25% | 672 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $34.34万 | 0.25% | 920 | 3 | 0.3% | $1,120 | 加仓 |
| NFLX | NETFLIX INC. | $34.18万 | 0.25% | 4,787 | -63 | -1.3% | -$4,498 | 减仓 |
| WSBC | WESBANCO INC | $32.27万 | 0.23% | 8,268 | -5,213 | -38.7% | -$20.35万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.11万 | 0.20% | 7,504 | -329 | -4.2% | -$1.19万 | 减仓 |
| VTRS | VIATRIS INC | $26.59万 | 0.19% | 16,744 | 119 | 0.7% | $1,890 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.01万 | 0.19% | 1,657 | 0 | 0.0% | — | 不变 |
| — | EON RESOURCES INC | $8,830 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$23.50万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.71万 | 清仓 |