Hurlow Wealth Management Group, Inc.
CIK 1747749 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $480.6M
- 持仓
- 125
- 截至
- 2026年6月30日
按 13F 价值排名第 3872（共 9443） · 前 41.0%
投资组合价值同比（季度）：+14.4% 13F不披露现金
- 前十大持仓权重
- 63.93%
- 前二十五大持仓权重
- 87.20%
- 持仓高于 1%
- 22
- 有效持仓数量
- 16.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.82% 估计买入 $30698234 · 卖出 $3709640
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.3% 仍持有
- 新仓位
- 9
- 增加
- 65
- 减少
- 25
- 已结清
- 4
本页内容
行业细分
Technology
2.0%
Healthcare
1.7%
Industrials
1.6%
Financials
1.0%
Retail
0.9%
Financial Services
0.4%
Materials
0.3%
Communication Services
0.3%
Utilities
0.3%
Energy
0.2%
Consumer Discretionary
0.1%
Communications
0.1%
Consumer products
0.1%
Consumer Staples
0.1%
其他/未映射
90.8%
完整投资组合 125 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VV | $66812596 | 13.90% | 194273 | $10158466 | 上涨 ×6 | ||
| DFUS | $57121891 | 11.88% | 697119 | $10434883 | 上涨 ×5 | ||
| DFAS | $41514902 | 8.64% | 504189 | $7358742 | 上涨 ×6 | ||
| DFIC | $31791672 | 6.61% | 853239 | $4202507 | 上涨 ×6 | ||
| VEA | $31092021 | 6.47% | 436379 | $3089869 | 下跌 ×2 | ||
| VB | $26271876 | 5.47% | 86672 | $3347049 | 下跌 ×1 | ||
| DFEM | $14617291 | 3.04% | 359677 | $3397235 | 上涨 ×6 | ||
| VUG | $12865095 | 2.68% | 149351 | $1967184 | 上涨 ×1 | ||
| VNQ | $12610147 | 2.62% | 130770 | $847485 | 下跌 ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $12577793 | 2.62% | 187058 | $612084 | 上涨 ×6 | ||
| VWO | $12426091 | 2.59% | 208177 | $859356 | 下跌 ×3 | ||
| DFAX | $11160114 | 2.32% | 302935 | $835843 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10768469 | 2.24% | 130290 | $308538 | 上涨 ×3 | ||
| BIV | $10542551 | 2.19% | 137452 | $529467 | 上涨 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10411346 | 2.17% | 131739 | $424578 | 上涨 ×6 | ||
| VTEB | $7808611 | 1.62% | 154381 | $143844 | 上涨 ×2 | ||
| DFAI | $7295216 | 1.52% | 176854 | $260083 | 下跌 ×1 | ||
| VTI | $6539526 | 1.36% | 17672 | $862012 | 下跌 ×1 | ||
| VIG | $6374106 | 1.33% | 26938 | $894745 | 上涨 ×1 | ||
| SPHY | $5860750 | 1.22% | 250032 | $498969 | 上涨 ×6 | ||
| DFAR | $5174518 | 1.08% | 197803 | $1297401 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $4850621 | 1.01% | 16763 | $547542 | 下跌 ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $4696298 | 0.98% | 93496 | $202567 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $4048076 | 0.84% | 3375 | $965007 | 上涨 ×2 | ||
| SCHX | $3863241 | 0.80% | 131269 | $460379 | 下跌 ×4 | ||
| VTV | $3182650 | 0.66% | 14604 | $313814 | 下跌 ×1 | ||
| BRKB | $2493944 | 0.52% | 4984 | $-1003258 | 下跌 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1930172 | 0.40% | 7600 | $76583 | 上涨 ×2 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $1846862 | 0.38% | 9975 | $278240 | 上涨 ×3 | ||
| WMT Walmart Inc. - Common Stock | $1784526 | 0.37% | 15756 | $-164558 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1709645 | 0.36% | 5223 | $182660 | 上涨 ×2 | ||
| BRKA | $1497700 | 0.31% | 2 | $61420 | |||
| SHM | $1497419 | 0.31% | 31219 | $8997 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1478319 | 0.31% | 3963 | $60527 | 上涨 ×1 | ||
| VO | $1389349 | 0.29% | 17244 | $151316 | 上涨 ×1 | ||
| MUB | $1267548 | 0.26% | 11778 | $17313 | |||
| SCHA | $1247334 | 0.26% | 34524 | $231033 | 下跌 ×5 | ||
| JCI Johnson Controls International plc Ordinary Share | $1193573 | 0.25% | 8169 | $129473 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1150513 | 0.24% | 4827 | $187016 | 上涨 ×3 | ||
| SPY SPY | $1143193 | 0.24% | 1531 | $145704 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1025795 | 0.21% | 4076 | $150521 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $916616 | 0.19% | 4581 | $217442 | 上涨 ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $890455 | 0.19% | 2242 | $184502 | 上涨 ×1 | ||
| VYM | $838665 | 0.17% | 5307 | $294101 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $825943 | 0.17% | 2210 | $199095 | 上涨 ×2 | ||
| IWB | $821867 | 0.17% | 2007 | $106251 | |||
| CAT Caterpillar, Inc. Common Stock | $799740 | 0.17% | 751 | $268395 | 上涨 ×2 | ||
| VOO | $798612 | 0.17% | 1163 | $105048 | 上涨 ×3 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $781015 | 0.16% | 18338 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $643067 | 0.13% | 1107 | $418480 | 上涨 ×2 | ||
| LIN Linde plc - Ordinary Shares | $639853 | 0.13% | 1233 | $29572 | 上涨 ×2 | ||
| AFL AFLAC Incorporated Common Stock | $639364 | 0.13% | 5453 | $41444 | 上涨 ×2 | ||
| GWW W.W. Grainger, Inc. Common Stock | $614901 | 0.13% | 452 | $122946 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $612102 | 0.13% | 521 | $157321 | |||
| VTES | $606138 | 0.13% | 5983 | $110957 | 上涨 ×3 | ||
| MCD McDonald's Corporation Common Stock | $605224 | 0.13% | 2239 | $-181075 | 下跌 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $598159 | 0.12% | 812 | $129331 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $590061 | 0.12% | 1670 | $113013 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $585258 | 0.12% | 1039 | $44023 | 上涨 ×3 | ||
| NSC Norfolk Southern Corporation Common Stock | $580733 | 0.12% | 1846 | $50931 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $567974 | 0.12% | 3749 | $-7106 | 上涨 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $567433 | 0.12% | 6465 | $-28764 | 上涨 ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $534074 | 0.11% | 1381 | $139447 | 上涨 ×3 | ||
| VGUS Vanguard Ultra-Short Treasury ETF | $519784 | 0.11% | 6870 | 上涨 ×1 | |||
| MS Morgan Stanley Common Stock | $487690 | 0.10% | 2333 | $104406 | 上涨 ×2 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $475986 | 0.10% | 1638 | $-89370 | |||
| XLK XLK | $470394 | 0.10% | 2469 | $142663 | 上涨 ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $444069 | 0.09% | 4014 | $-10122 | 上涨 ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $438375 | 0.09% | 1621 | $17207 | 上涨 ×2 | ||
| RTX RTX Corporation Common Stock | $430497 | 0.09% | 2269 | $-6614 | 上涨 ×2 | ||
| EMR Emerson Electric Company Common Stock | $429164 | 0.09% | 2998 | $37021 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $425205 | 0.09% | 3620 | $148364 | 上涨 ×2 | ||
| SCHF | $421603 | 0.09% | 15220 | $42347 | 下跌 ×6 | ||
| IVV | $411890 | 0.09% | 550 | $52624 | |||
| VGT | $401537 | 0.08% | 3360 | $108755 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $394978 | 0.08% | 1115 | $12631 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $392314 | 0.08% | 4589 | $10851 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $392250 | 0.08% | 2869 | $-81780 | 上涨 ×2 | ||
| VBK | $392030 | 0.08% | 1072 | $68018 | |||
| V Visa Inc. | $384261 | 0.08% | 1120 | $92297 | 上涨 ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $383850 | 0.08% | 1714 | $41085 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $375105 | 0.08% | 2558 | $-17772 | 下跌 ×4 | ||
| VTEC | $368699 | 0.08% | 3665 | $30341 | 上涨 ×3 | ||
| CVX Chevron Corporation Common Stock | $366495 | 0.08% | 2211 | $-95099 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $364160 | 0.08% | 1019 | $98455 | 上涨 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $357700 | 0.07% | 372 | $-1018 | 下跌 ×1 | ||
| SYY Sysco Corporation Common Stock | $354630 | 0.07% | 4243 | $48696 | 下跌 ×1 | ||
| IVW | $352352 | 0.07% | 2562 | $63695 | 上涨 ×1 | ||
| DFCA | $349554 | 0.07% | 6966 | $2299 | |||
| VGSH Vanguard Short-Term Treasury ETF | $347861 | 0.07% | 5977 | $-2033 | |||
| QUAL | $346480 | 0.07% | 1579 | $43612 | |||
| ONB Old National Bancorp - Common Stock | $346205 | 0.07% | 13367 | $47369 | 下跌 ×1 | ||
| ESML | $346095 | 0.07% | 6188 | $55135 | |||
| EFG | $345514 | 0.07% | 2777 | $36240 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $344780 | 0.07% | 1176 | $12169 | 上涨 ×1 | ||
| LRGF | $338822 | 0.07% | 4480 | $43142 | |||
| PAYX Paychex, Inc. - Common Stock | $334420 | 0.07% | 3401 | $17527 | 下跌 ×4 | ||
| SYK Stryker Corporation Common Stock | $326174 | 0.07% | 1036 | $-13588 | 上涨 ×1 | ||
| IAU | $319936 | 0.07% | 4237 | $-53598 | |||
| LOW Lowe's Companies, Inc. Common Stock | $315962 | 0.07% | 1433 | $-23100 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VV | $66812596 | 13.90% | 上涨 ×6 |
| DFUS | $57121891 | 11.88% | 上涨 ×5 |
| DFAS | $41514902 | 8.64% | 上涨 ×6 |
| DFIC | $31791672 | 6.61% | 上涨 ×6 |
| DFEM | $14617291 | 3.04% | 上涨 ×6 |
| VWOB | $12577793 | 2.62% | 上涨 ×6 |
| VCIT | $10768469 | 2.24% | 上涨 ×3 |
| BIV | $10542551 | 2.19% | 上涨 ×6 |
| VCSH | $10411346 | 2.17% | 上涨 ×6 |
| SPHY | $5860750 | 1.22% | 上涨 ×6 |
| DFAR | $5174518 | 1.08% | 上涨 ×4 |
| VTIP | $4696298 | 0.98% | 上涨 ×3 |
| CINF | $1846862 | 0.38% | 上涨 ×3 |
| AMZN | $1150513 | 0.24% | 上涨 ×3 |
| NVDA | $916616 | 0.19% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFUS | 增持 | +39K | +$10.4M |
| VV | 增持 | +5K | +$10.2M |
| DFAS | 增持 | +24K | +$7.4M |
| DFIC | 增持 | +77K | +$4.2M |
| DFEM | 增持 | +35K | +$3.4M |
| VB | 削减 | -854 | +$3.3M |
| VEA | 削减 | -608 | +$3.1M |
| VUG | 增持 | +124K | +$2.0M |
| DFAR | 增持 | +34K | +$1.3M |
| BRKB | 削减 | -2K | -$1.0M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ORCL | 2025年9月30日 | 4250 | $929178 | -47.9% |
| HD | 2025年9月30日 | 2139 | $784243 | -17.2% |
| PM | 2025年9月30日 | 3271 | $595747 | 17.0% |
| DVY | 2025年9月30日 | 4079 | $541732 | |
| BSV | 2026年6月30日 | 6658 | $522054 | 不再跟踪 |
| VT | 2025年12月31日 | 2309 | $318213 | 不再跟踪 |
| MRK | 2025年9月30日 | 3833 | $303449 | 80.7% |
| WM | 2025年6月30日 | 1273 | $294712 | -2.1% |
| VEU | 2026年3月31日 | 3826 | $281441 | 不再跟踪 |
| COST | 2025年9月30日 | 283 | $280153 | 1.9% |
| PSX | 2025年9月30日 | 2323 | $277134 | 78.7% |
| TSLA | 2025年3月31日 | 676 | $272996 | 34.6% |
| DUK | 2025年9月30日 | 2287 | $269896 | -1.3% |
| WFC | 2025年9月30日 | 3291 | $263675 | 1.0% |
| VZ | 2025年9月30日 | 5806 | $251226 | 12.5% |
| BDX | 2025年6月30日 | 1093 | $250363 | 39.4% |
| COP | 2025年9月30日 | 2767 | $248311 | 43.2% |
| GOOGL | 2025年6月30日 | 1564 | $241823 | 94.1% |
| FDS | 2026年3月31日 | 827 | $239987 | 37.5% |
| ES | 2025年12月31日 | 3228 | $229640 | 6.8% |
| ABT | 2026年6月30日 | 2181 | $223923 | 26.1% |
| DIS | 2025年3月31日 | 1999 | $222607 | 8.5% |
| MMM | 2025年12月31日 | 1429 | $221683 | 12.3% |
| DIS | 2025年12月31日 | 1922 | $220069 | -5.8% |
| AVUV | 2025年3月31日 | 2235 | $215745 | 不再跟踪 |
| GLD | 2026年6月30日 | 500 | $215145 | 不再跟踪 |
| BP | 2025年6月30日 | 6264 | $211661 | 51.1% |
| MDT | 2026年3月31日 | 2186 | $209987 | 6.3% |
| CLX | 2025年12月31日 | 1695 | $208994 | 4.6% |
| IVV | 2025年3月31日 | 352 | $207215 | 不再跟踪 |
| SPHQ | 2025年9月30日 | 2898 | $206511 | 不再跟踪 |
| ACN | 2025年3月31日 | 587 | $206501 | -41.5% |
| BDX | 2025年12月31日 | 1094 | $204764 | 23.7% |
| T | 2026年6月30日 | 6987 | $202553 | 22.6% |
| PFE | 2025年3月31日 | 7616 | $202052 | 10.7% |
| T | 2025年9月30日 | 6935 | $200699 | -10.2% |
| HURA | 2026年3月31日 | 31444 | $23794 | 24.4% |