Taylor Securities Services, Inc.
HARRISBURG PA · SEC CIK 0002115182
$2.14亿2026Q1 申报市值
55持仓数
85.0%前十大占比 · 第一大 24.9%
6 / 4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
HEGD 加仓+$426.30万
FHEQ 加仓+$89.23万
RSP 加仓+$84.30万
AIQ 加仓+$82.63万
SPY 加仓+$79.47万
2026Q1 卖出最多 按季末市值估算
HELO 减仓-$342.25万
JPST 减仓-$161.04万
LHX 清仓-$83.67万
GD 清仓-$43.73万
NFLX 清仓-$41.72万
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 |
|---|---|---|---|---|---|---|---|---|
| HEGD | LISTED FDS TR | $5,327.60万 | 24.87% | 2,156,924 | 172,590 | 8.7% | $426.30万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,442.11万 | 20.74% | 695,057 | -53,552 | -7.2% | -$342.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,493.21万 | 11.64% | 38,337 | 1,222 | 3.3% | $79.47万 | 加仓 |
| AAPL | APPLE INC | $1,692.34万 | 7.90% | 66,683 | -39 | -0.1% | -$9,898 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,176.68万 | 5.49% | 232,500 | -31,819 | -12.0% | -$161.04万 | 减仓 |
| AIQ | GLOBAL X FDS | $874.90万 | 4.08% | 187,465 | 17,705 | 10.4% | $82.63万 | 加仓 |
| WSO | WATSCO INC | $866.73万 | 4.05% | 23,825 | 225 | 1.0% | $8.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $599.35万 | 2.80% | 34,366 | 438 | 1.3% | $7.64万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $458.84万 | 2.14% | 155,963 | 30,331 | 24.1% | $89.23万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $283.58万 | 1.32% | 4,692 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $251.16万 | 1.17% | 36,300 | -52 | -0.1% | -$3,598 | 减仓 |
| DE | DEERE & CO | $249.26万 | 1.16% | 4,425 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $202.83万 | 0.95% | 5,479 | 70 | 1.3% | $2.59万 | 加仓 |
| V | VISA INC | $193.91万 | 0.91% | 6,416 | -220 | -3.3% | -$6.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $149.66万 | 0.70% | 2,593 | 88 | 3.5% | $5.08万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $140.57万 | 0.66% | 7,324 | 4,392 | 149.8% | $84.30万 | 加仓 |
| HD | HOME DEPOT INC | $130.69万 | 0.61% | 3,974 | 103 | 2.7% | $3.39万 | 加仓 |
| IVV | ISHARES TR | $120.39万 | 0.56% | 1,843 | 196 | 11.9% | $12.80万 | 加仓 |
| GOOGL | ALPHABET INC | $108.71万 | 0.51% | 3,780 | -163 | -4.1% | -$4.69万 | 减仓 |
| GOOG | ALPHABET INC | $101.38万 | 0.47% | 3,534 | -38 | -1.1% | -$1.09万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $94.40万 | 0.44% | 12,907 | -518 | -3.9% | -$3.79万 | 减仓 |
| AMZN | AMAZON COM INC | $93.93万 | 0.44% | 4,510 | -289 | -6.0% | -$6.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $87.17万 | 0.41% | 2,882 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $85.38万 | 0.40% | 4,130 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $80.37万 | 0.38% | 10,500 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $71.85万 | 0.34% | 2,312 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $62.91万 | 0.29% | 12,096 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.06万 | 0.27% | 2,354 | -340 | -12.6% | -$8.24万 | 减仓 |
| CAT | CATERPILLAR INC | $55.40万 | 0.26% | 782 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $54.73万 | 0.26% | 1,556 | -1,069 | -40.7% | -$37.60万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $51.29万 | 0.24% | 1,600 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $51.13万 | 0.24% | 2,457 | -40 | -1.6% | -$8,324 | 减仓 |
| WMT | WALMART INC | $50.53万 | 0.24% | 4,066 | 719 | 21.5% | $8.93万 | 加仓 |
| ABBV | ABBVIE INC | $48.04万 | 0.22% | 2,209 | -33 | -1.5% | -$7,177 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.80万 | 0.20% | 1,303 | 467 | 55.9% | $14.98万 | 加仓 |
| META | META PLATFORMS INC | $41.22万 | 0.19% | 721 | 4 | 0.6% | $2,287 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $40.60万 | 0.19% | 10,553 | 674 | 6.8% | $2.59万 | 加仓 |
| TSLA | TESLA INC | $38.18万 | 0.18% | 1,027 | -99 | -8.8% | -$3.68万 | 减仓 |
| LLY | ELI LILLY & CO | $37.42万 | 0.17% | 407 | 1 | 0.2% | $920 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $32.10万 | 0.15% | 5,969 | -1,109 | -15.7% | -$5.96万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.30万 | 0.15% | 5,522 | 5,522 | — | $31.30万 | 新建仓 |
| CCL | CARNIVAL CORP | $29.57万 | 0.14% | 11,426 | 108 | 1.0% | $2,795 | 加仓 |
| GLD | SPDR GOLD TR | $28.83万 | 0.13% | 670 | -46 | -6.4% | -$1.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.88万 | 0.13% | 4,841 | 4,841 | — | $26.88万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.72万 | 0.12% | 1,850 | 1 | 0.1% | $144 | 加仓 |
| — | EXXON MOBIL CORP | $26.50万 | 0.12% | 1,562 | 1,562 | — | $26.50万 | 新建仓 |
| MRK | MERCK & CO INC | $26.36万 | 0.12% | 2,192 | 2 | 0.1% | $241 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.17万 | 0.12% | 800 | -2 | -0.2% | -$654 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.59万 | 0.11% | 4,700 | 4,700 | — | $23.59万 | 新建仓 |
| TFC | TRUIST FINL CORP | $22.98万 | 0.11% | 5,000 | 5,000 | — | $22.98万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.83万 | 0.11% | 382 | 382 | — | $22.83万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.50万 | 0.11% | 6,759 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $22.39万 | 0.10% | 1,088 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.48万 | 0.10% | 4,330 | 40 | 0.9% | $1,984 | 加仓 |
| GE | GE AEROSPACE | $21.28万 | 0.10% | 750 | -25 | -3.2% | -$7,094 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,850 | -100.0% | -$83.67万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,299 | -100.0% | -$43.73万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -4,450 | -100.0% | -$41.72万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$21.42万 | 清仓 |