Maloon Powers Pitre Higgins & Dennehy, LLC
SAN RAMON CA · SEC CIK 0002149656
$2.91亿2026Q2 申报市值
147持仓数
48.2%前十大占比 · 第一大 12.7%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,684.40万 | 12.66% | 127,329 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $1,945.60万 | 6.69% | 102,121 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,832.70万 | 6.30% | 77,453 | — | — | — | — |
| VBIL | VANGUARD INSTL INDEX FD | $1,431.83万 | 4.92% | 189,195 | — | — | — | — |
| IWF | ISHARES TR | $1,073.74万 | 3.69% | 86,473 | — | — | — | — |
| XAR | SPDR SERIES TRUST | $1,008.47万 | 3.47% | 35,536 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $819.50万 | 2.82% | 51,857 | — | — | — | — |
| ORCL | ORACLE CORP | $782.42万 | 2.69% | 53,390 | — | — | — | — |
| IWD | ISHARES TR | $767.73万 | 2.64% | 31,668 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $674.48万 | 2.32% | 9,032 | — | — | — | — |
| MSFT | MICROSOFT CORP | $670.93万 | 2.31% | 17,986 | — | — | — | — |
| META | META PLATFORMS INC | $619.28万 | 2.13% | 10,994 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TR | $541.88万 | 1.86% | 119,514 | — | — | — | — |
| EFA | ISHARES TR | $493.59万 | 1.70% | 47,515 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $482.92万 | 1.66% | 67,778 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $436.59万 | 1.50% | 4,667 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $390.07万 | 1.34% | 17,899 | — | — | — | — |
| BCAL | CALIFORNIA BANCORP | $355.11万 | 1.22% | 170,396 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $353.38万 | 1.21% | 5,145 | — | — | — | — |
| DVY | ISHARES TR | $323.14万 | 1.11% | 20,674 | — | — | — | — |
| AMZN | AMAZON COM INC | $310.78万 | 1.07% | 13,039 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $309.54万 | 1.06% | 15,470 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $307.42万 | 1.06% | 6,144 | — | — | — | — |
| IJH | ISHARES TR | $305.83万 | 1.05% | 39,661 | — | — | — | — |
| TSLA | TESLA INC | $269.15万 | 0.93% | 6,399 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $267.94万 | 0.92% | 16,165 | — | — | — | — |
| CSCO | CISCO SYS INC | $265.35万 | 0.91% | 22,590 | — | — | — | — |
| PWR | QUANTA SVCS INC | $231.92万 | 0.80% | 3,221 | — | — | — | — |
| V | VISA INC | $228.40万 | 0.78% | 6,657 | — | — | — | — |
| DIA | STATE STR SPDR DOW JONES IND | $216.61万 | 0.74% | 4,146 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $208.31万 | 0.72% | 8,202 | — | — | — | — |
| T | AT&T INC | $199.60万 | 0.69% | 96,427 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $192.16万 | 0.66% | 5,870 | — | — | — | — |
| IYW | ISHARES TR | $182.70万 | 0.63% | 7,243 | — | — | — | — |
| WFC | WELLS FARGO & CO | $172.79万 | 0.59% | 20,909 | — | — | — | — |
| IXN | ISHARES TR | $169.80万 | 0.58% | 4,589 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $169.45万 | 0.58% | 21,032 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $163.42万 | 0.56% | 18,972 | — | — | — | — |
| CMF | ISHARES TR | $158.52万 | 0.54% | 27,501 | — | — | — | — |
| NLR | VANECK ETF TRUST | $157.20万 | 0.54% | 13,554 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $155.08万 | 0.53% | 2,145 | — | — | — | — |
| IJR | ISHARES TR | $154.02万 | 0.53% | 10,385 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $149.46万 | 0.51% | 12,505 | — | — | — | — |
| BAC | BANK OF AMER CORP | $144.06万 | 0.50% | 25,282 | — | — | — | — |
| IWP | ISHARES TR | $143.07万 | 0.49% | 9,772 | — | — | — | — |
| EFV | ISHARES TR | $138.95万 | 0.48% | 18,151 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $125.99万 | 0.43% | 29,758 | — | — | — | — |
| EMXC | ISHARES INC | $125.22万 | 0.43% | 12,240 | — | — | — | — |
| ITA | ISHARES TR | $121.91万 | 0.42% | 5,029 | — | — | — | — |
| VGUS | VANGUARD INSTL INDEX FD | $114.62万 | 0.39% | 15,149 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $114.50万 | 0.39% | 1,971 | — | — | — | — |
| FNDF | SCHWAB STRATEGIC TR | $111.05万 | 0.38% | 21,048 | — | — | — | — |
| LLY | ELI LILLY & CO | $108.91万 | 0.37% | 908 | — | — | — | — |
| HD | HOME DEPOT INC | $99.45万 | 0.34% | 2,820 | — | — | — | — |
| ABBV | ABBVIE INC | $97.96万 | 0.34% | 3,893 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $96.63万 | 0.33% | 30,473 | — | — | — | — |
| QCOM | QUALCOMM INC | $94.93万 | 0.33% | 5,137 | — | — | — | — |
| DSI | ISHARES TR | $94.16万 | 0.32% | 6,613 | — | — | — | — |
| IWB | ISHARES TR | $94.14万 | 0.32% | 2,299 | — | — | — | — |
| MRK | MERCK & CO INC | $88.22万 | 0.30% | 6,865 | — | — | — | — |
| BIV | VANGUARD BD INDEX FDS | $86.85万 | 0.30% | 11,324 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $86.39万 | 0.30% | 1,809 | — | — | — | — |
| XLF | SELECT SECTOR SPDR TR | $83.87万 | 0.29% | 15,645 | — | — | — | — |
| SDY | SPDR SERIES TRUST | $81.44万 | 0.28% | 5,351 | — | — | — | — |
| VPU | VANGUARD WORLD FD | $80.71万 | 0.28% | 4,123 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.26% | 1 | — | — | — | — |
| XLP | SELECT SECTOR SPDR TR | $72.09万 | 0.25% | 8,679 | — | — | — | — |
| IWS | ISHARES TR | $68.64万 | 0.24% | 4,170 | — | — | — | — |
| ROST | ROSS STORES INC | $68.13万 | 0.23% | 3,201 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $67.69万 | 0.23% | 1,704 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC | $66.96万 | 0.23% | 4,895 | — | — | — | — |
| DIS | DISNEY WALT CO | $65.11万 | 0.22% | 6,764 | — | — | — | — |
| WMT | WALMART INC | $60.73万 | 0.21% | 5,362 | — | — | — | — |
| PCAR | PACCAR INC | $56.71万 | 0.19% | 4,721 | — | — | — | — |
| IWR | ISHARES TR | $56.37万 | 0.19% | 5,110 | — | — | — | — |
| IWO | ISHARES TR | $55.02万 | 0.19% | 1,397 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.66万 | 0.19% | 1,944 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $53.67万 | 0.18% | 1,533 | — | — | — | — |
| EFG | ISHARES TR | $52.88万 | 0.18% | 4,251 | — | — | — | — |
| MCD | MCDONALDS CORP | $51.11万 | 0.18% | 1,891 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO | $50.90万 | 0.17% | 2,217 | — | — | — | — |
| VXUS | VANGUARD STAR FDS | $50.78万 | 0.17% | 5,940 | — | — | — | — |
| KLAC | KLA CORP | $50.39万 | 0.17% | 1,670 | — | — | — | — |
| — | EXXON MOBIL CORP | $49.87万 | 0.17% | 3,648 | — | — | — | — |
| MGK | VANGUARD WORLD FD | $49.80万 | 0.17% | 5,665 | — | — | — | — |
| INTC | INTEL CORP | $46.97万 | 0.16% | 3,364 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $45.73万 | 0.16% | 1,341 | — | — | — | — |
| MCK | MCKESSON CORP | $45.49万 | 0.16% | 602 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $44.77万 | 0.15% | 3,403 | — | — | — | — |
| SCHP | SCHWAB STRATEGIC TR | $43.81万 | 0.15% | 16,530 | — | — | — | — |
| PCG | PG&E CORP | $43.04万 | 0.15% | 25,588 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $42.25万 | 0.15% | 4,656 | — | — | — | — |
| CEF | SPROTT ASSET MANAGEMENT LP | $42.04万 | 0.14% | 10,449 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC | $41.91万 | 0.14% | 15,722 | — | — | — | — |
| IWX | ISHARES TR | $41.83万 | 0.14% | 3,977 | — | — | — | — |
| SCHF | SCHWAB STRATEGIC TR | $41.33万 | 0.14% | 14,920 | — | — | — | — |
| A | AGILENT TECHNOLOGIES INC | $41.23万 | 0.14% | 3,104 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $40.32万 | 0.14% | 2,750 | — | — | — | — |
| IWM | ISHARES TR | $40.21万 | 0.14% | 1,338 | — | — | — | — |
| ANET | ARISTA NETWORKS INC | $39.57万 | 0.14% | 2,329 | — | — | — | — |