Orgel Wealth Management, LLC
CIK 1658535 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $5.3B
- 持仓
- 113
- 截至
- 2026年6月30日
按 13F 价值排名第 784（共 9443） · 前 8.3%
投资组合价值同比（季度）：+13.6% 13F不披露现金
- 前十大持仓权重
- 71.61%
- 前二十五大持仓权重
- 96.77%
- 持仓高于 1%
- 20
- 有效持仓数量
- 14.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 12.38% 估计买入 $786811760 · 卖出 $613422302
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.3% 仍持有
- 新仓位
- 20
- 增加
- 55
- 减少
- 23
- 已结清
- 2
本页内容
行业细分
Technology
0.1%
Retail
0.0%
Industrials
0.0%
Communication Services
0.0%
Financials
0.0%
Financial Services
0.0%
Real Estate
0.0%
Healthcare
0.0%
Consumer Staples
0.0%
其他/未映射
99.8%
完整投资组合 113 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QUAL | $736892077 | 13.98% | 3358210 | $105323936 | 上涨 ×6 | ||
| VSDB | $625941662 | 11.87% | 8199393 | $359892525 | 上涨 ×1 | ||
| IVV | $484184409 | 9.18% | 646536 | $85963056 | 上涨 ×6 | ||
| SPYG | $404376663 | 7.67% | 3398409 | $68631823 | 下跌 ×4 | ||
| VYMI Vanguard International High Dividend Yield ETF | $302943423 | 5.75% | 3084964 | $14153274 | 上涨 ×2 | ||
| MUB | $291472089 | 5.53% | 2708345 | $7298667 | 上涨 ×4 | ||
| SCHF | $268481948 | 5.09% | 9692489 | $35546919 | 上涨 ×4 | ||
| PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $240490353 | 4.56% | 4870198 | $1443673 | 上涨 ×6 | ||
| MTUM | $230630047 | 4.37% | 672724 | $66549136 | 下跌 ×1 | ||
| VOE | $190072693 | 3.60% | 961906 | $24388448 | 上涨 ×6 | ||
| SHYM | $182886909 | 3.47% | 8146410 | ||||
| VTEB | $180618690 | 3.43% | 3570951 | $7747108 | 上涨 ×1 | ||
| VIOO | $153483700 | 2.91% | 1115920 | $28690078 | 上涨 ×3 | ||
| SCHX | $137103268 | 2.60% | 4658623 | $16823418 | 下跌 ×1 | ||
| PFFD | $127581528 | 2.42% | 6826192 | $-2062503 | 下跌 ×2 | ||
| IJH | $119414771 | 2.26% | 1548629 | 上涨 ×1 | |||
| SCHE | $79720694 | 1.51% | 2198585 | $10189097 | 上涨 ×6 | ||
| FQAL | $72056949 | 1.37% | 885647 | $6710560 | 下跌 ×4 | ||
| IEFA | $68270664 | 1.29% | 706882 | $4682754 | 上涨 ×1 | ||
| VOT | $66258223 | 1.26% | 216318 | $9877797 | 下跌 ×1 | ||
| SPHQ | $35651579 | 0.68% | 395689 | $5695431 | 下跌 ×4 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $31243339 | 0.59% | 341915 | $2176477 | 下跌 ×3 | ||
| IMCG | $27933322 | 0.53% | 284164 | $4962650 | 下跌 ×1 | ||
| IEMG | $25678329 | 0.49% | 309975 | $4297164 | 上涨 ×1 | ||
| ESGV | $18935314 | 0.36% | 143189 | $3426897 | 上涨 ×2 | ||
| AVSE | $10457723 | 0.20% | 127788 | 上涨 ×1 | |||
| VB | $10271828 | 0.19% | 33887 | $1419193 | 上涨 ×1 | ||
| VSGX | $10270022 | 0.19% | 124727 | $1224940 | 下跌 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $9311091 | 0.18% | 90566 | $639791 | 下跌 ×1 | ||
| SCHD | $9303794 | 0.18% | 293403 | $210042 | 下跌 ×5 | ||
| IUSB iShares Core Universal USD Bond ETF | $9135162 | 0.17% | 197945 | $-179237 | 下跌 ×3 | ||
| PTL | $7949011 | 0.15% | 27785 | 上涨 ×1 | |||
| SCHG | $7711358 | 0.15% | 227877 | $1286008 | 上涨 ×6 | ||
| SCHA | $6957735 | 0.13% | 192575 | $1190734 | 下跌 ×4 | ||
| VOO | $5173740 | 0.10% | 7533 | $1412162 | 上涨 ×6 | ||
| OWNS | $5094502 | 0.10% | 294906 | $127909 | 上涨 ×1 | ||
| SPY SPY | $4938391 | 0.09% | 6613 | $855556 | 上涨 ×2 | ||
| EFA | $3686598 | 0.07% | 35489 | $419436 | 上涨 ×1 | ||
| FLQM | $3166426 | 0.06% | 54702 | $-95522934 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2991983 | 0.06% | 10340 | $1008614 | 上涨 ×1 | ||
| VTI | $2955510 | 0.06% | 7987 | $832068 | 上涨 ×5 | ||
| VEA | $2332155 | 0.04% | 32732 | 上涨 ×1 | |||
| JSML Janus Henderson Small Cap Growth Alpha ETF | $2224759 | 0.04% | 23908 | $518978 | 下跌 ×6 | ||
| IWM | $2213716 | 0.04% | 7368 | $577660 | 上涨 ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2092756 | 0.04% | 35958 | $-339351842 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2059444 | 0.04% | 5521 | $86437 | 上涨 ×3 | ||
| IVW | $2023067 | 0.04% | 14710 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1956386 | 0.04% | 19124 | $452249 | 上涨 ×1 | ||
| IVE | $1917068 | 0.04% | 8443 | 上涨 ×1 | |||
| VIG | $1910707 | 0.04% | 8075 | $673036 | 上涨 ×6 | ||
| IWF | $1847898 | 0.04% | 14882 | $583622 | 上涨 ×3 | ||
| SUSL iShares ESG MSCI USA Leaders ETF | $1780445 | 0.03% | 13411 | $242833 | 下跌 ×3 | ||
| SPYM | $1734312 | 0.03% | 19735 | $801672 | 上涨 ×6 | ||
| IWR | $1504655 | 0.03% | 13639 | $117377 | 下跌 ×5 | ||
| IWD | $1498945 | 0.03% | 6183 | $856866 | 上涨 ×2 | ||
| AGG | $1452532 | 0.03% | 14675 | $299510 | 上涨 ×1 | ||
| MDY | $1441847 | 0.03% | 2050 | $274937 | 上涨 ×2 | ||
| JEPI | $1367325 | 0.03% | 24209 | $650889 | 上涨 ×4 | ||
| GLD | $1230712 | 0.02% | 3341 | $-206833 | |||
| ITOT | $1160568 | 0.02% | 7065 | $17282 | 下跌 ×1 | ||
| VUG | $1135240 | 0.02% | 13179 | $147221 | 上涨 ×1 | ||
| MLPX | $1023064 | 0.02% | 13889 | $247063 | 上涨 ×1 | ||
| PSQA | $995625 | 0.02% | 48662 | $973 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $990305 | 0.02% | 16113 | $435438 | 上涨 ×4 | ||
| HDEF | $956680 | 0.02% | 29766 | $-6740 | 上涨 ×2 | ||
| IQLT | $876607 | 0.02% | 17691 | 上涨 ×1 | |||
| SCHY | $854902 | 0.02% | 26943 | $381553 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $848896 | 0.02% | 3562 | $152503 | 上涨 ×3 | ||
| SUB | $791392 | 0.02% | 7433 | $41525 | 上涨 ×6 | ||
| IWY | $765784 | 0.01% | 2635 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $726327 | 0.01% | 3630 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $706029 | 0.01% | 663 | $234194 | 下跌 ×1 | ||
| FDMO | $674515 | 0.01% | 6843 | $77930 | 下跌 ×3 | ||
| RSP | $664801 | 0.01% | 3125 | $184809 | 上涨 ×2 | ||
| IJR | $612918 | 0.01% | 4133 | $187156 | 上涨 ×1 | ||
| PHYS | $603400 | 0.01% | 20000 | $-105400 | |||
| DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | $595185 | 0.01% | 14570 | $262963 | 上涨 ×1 | ||
| VEU | $565313 | 0.01% | 6750 | $58388 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $540759 | 0.01% | 960 | $15543 | 上涨 ×1 | ||
| DYNF | $535171 | 0.01% | 7869 | 上涨 ×1 | |||
| IWO | $525543 | 0.01% | 1334 | $106920 | |||
| PGR Progressive Corporation (The) Common Stock | $512047 | 0.01% | 2344 | $47372 | |||
| IWP | $508190 | 0.01% | 3471 | $104227 | 上涨 ×2 | ||
| VXF | $490697 | 0.01% | 1993 | $80537 | |||
| QQQ Invesco QQQ Trust, Series 1 | $486259 | 0.01% | 660 | $199977 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $483721 | 0.01% | 942 | $35114 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $472801 | 0.01% | 1323 | $171438 | 上涨 ×1 | ||
| VO | $471818 | 0.01% | 5856 | 上涨 ×1 | |||
| IGRO | $430418 | 0.01% | 4895 | $149118 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $420292 | 0.01% | 1284 | $68182 | 上涨 ×1 | ||
| FSV FirstService Corporation - Common Shares | $407146 | 0.01% | 2865 | $9082 | |||
| VWO | $405428 | 0.01% | 6792 | $120476 | 上涨 ×1 | ||
| INTF | $386868 | 0.01% | 9445 | $45500 | 上涨 ×1 | ||
| IWB | $384930 | 0.01% | 940 | $49763 | |||
| QEFA | $357848 | 0.01% | 3727 | $29910 | 上涨 ×2 | ||
| DFUV | $345628 | 0.01% | 6283 | $41153 | |||
| BRKB | $343768 | 0.01% | 687 | $14557 | |||
| CTAS Cintas Corporation - Common Stock | $340160 | 0.01% | 2000 | $1880 | |||
| JNJ Johnson & Johnson Common Stock | $335749 | 0.01% | 1322 | $12599 | |||
| IWS | $316526 | 0.01% | 1923 | $72411 | 上涨 ×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 |
|---|---|---|---|
| QUAL | $736892077 | 13.98% | 上涨 ×6 |
| IVV | $484184409 | 9.18% | 上涨 ×6 |
| MUB | $291472089 | 5.53% | 上涨 ×4 |
| SCHF | $268481948 | 5.09% | 上涨 ×4 |
| PMBS | $240490353 | 4.56% | 上涨 ×6 |
| VOE | $190072693 | 3.60% | 上涨 ×6 |
| VIOO | $153483700 | 2.91% | 上涨 ×3 |
| SCHE | $79720694 | 1.51% | 上涨 ×6 |
| SCHG | $7711358 | 0.15% | 上涨 ×6 |
| VOO | $5173740 | 0.10% | 上涨 ×6 |
| VTI | $2955510 | 0.06% | 上涨 ×5 |
| MSFT | $2059444 | 0.04% | 上涨 ×3 |
| VIG | $1910707 | 0.04% | 上涨 ×6 |
| IWF | $1847898 | 0.04% | 上涨 ×3 |
| SPYM | $1734312 | 0.03% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SHYM | $182886909 | 8146410 | 3.47% |
| IJH | $119414771 | 1548629 | 2.26% |
| AVSE | $10457723 | 127788 | 0.20% |
| PTL | $7949011 | 27785 | 0.15% |
| VEA | $2332155 | 32732 | 0.04% |
| IVW | $2023067 | 14710 | 0.04% |
| IVE | $1917068 | 8443 | 0.04% |
| IQLT | $876607 | 17691 | 0.02% |
| IWY | $765784 | 2635 | 0.01% |
| NVDA | $726327 | 3630 | 0.01% |
| DYNF | $535171 | 7869 | 0.01% |
| VO | $471818 | 5856 | 0.01% |
| BND | $308082 | 4197 | 0.01% |
| URI | $260565 | 230 | 0.00% |
| VYM | $236887 | 1499 | 0.00% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VSDB | 增持 | +4.7M | +$359.9M |
| QUAL | 增持 | +66K | +$105.3M |
| IVV | 增持 | +37K | +$86.0M |
| SPYG | 削减 | -31K | +$68.6M |
| MTUM | 削减 | -11K | +$66.5M |
| SCHF | 增持 | +281K | +$35.5M |
| VIOO | 增持 | +29K | +$28.7M |
| VOE | 增持 | +63K | +$24.4M |
| SCHX | 削减 | -32K | +$16.8M |
| VYMI | 增持 | +21K | +$14.2M |
2 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| MMIT | 2026年6月30日 | 6575324 | $158498187 | 不再跟踪 |
| MMIN | 2025年6月30日 | 6144016 | $145183109 | 不再跟踪 |
| BND | 2026年3月31日 | 1565416 | $115950359 | |
| SHYM | 2025年9月30日 | 95515 | $2130940 | 不再跟踪 |
| VYM | 2025年6月30日 | 14264 | $1839486 | 不再跟踪 |
| FAST | 2026年3月31日 | 32890 | $1319876 | 9.8% |
| GVI | 2025年3月31日 | 8880 | $925563 | 不再跟踪 |
| SMH | 2026年3月31日 | 1509 | $543437 | 46.5% |
| MGK | 2026年3月31日 | 1276 | $526695 | 不再跟踪 |
| QQQM | 2026年3月31日 | 2067 | $522786 | |
| BNDX | 2025年3月31日 | 9243 | $453370 | |
| VTV | 2025年3月31日 | 2615 | $442720 | 不再跟踪 |
| VXUS | 2025年3月31日 | 7227 | $425882 | |
| GOVI | 2025年3月31日 | 13089 | $353796 | |
| AVUV | 2025年12月31日 | 3132 | $311728 | 不再跟踪 |
| UNH | 2025年6月30日 | 495 | $259257 | 24.2% |
| CAT | 2025年3月31日 | 706 | $256109 | 149.8% |
| PEP | 2025年6月30日 | 1500 | $224910 | 8.0% |
| URI | 2025年12月31日 | 230 | $219572 | 36.7% |
| DIS | 2025年9月30日 | 1719 | $213156 | -6.4% |
| NDAQ | 2026年6月30日 | 2505 | $212650 | 24.5% |
| HD | 2025年3月31日 | 545 | $212000 | -8.4% |
| ELV | 2025年6月30日 | 485 | $210956 | 2.8% |
| QQQ | 2025年3月31日 | 411 | $210116 | |
| PG | 2025年6月30日 | 1197 | $203993 | -10.1% |