Wealth Management Nebraska
CIK 2042783 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.1B
- 持仓
- 106
- 截至
- 2026年6月30日
按 13F 价值排名第 2266（共 9443） · 前 24.0%
投资组合价值同比（季度）：+13.5% 13F不披露现金
- 前十大持仓权重
- 78.39%
- 前二十五大持仓权重
- 94.65%
- 持仓高于 1%
- 16
- 有效持仓数量
- 12.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 12.37% 估计买入 $198879303 · 卖出 $130377310
中位数持有期：5.0 季度 跟踪时间 Q2 2025–Q2 2026 · 88.3% 仍持有
- 新仓位
- 11
- 增加
- 39
- 减少
- 40
- 已结清
- 5
本页内容
行业细分
Technology
0.9%
Consumer Staples
0.4%
Industrials
0.4%
Retail
0.2%
Communication Services
0.2%
Financial Services
0.1%
Financials
0.1%
Energy
0.1%
Utilities
0.1%
Healthcare
0.0%
Consumer Discretionary
0.0%
Materials
0.0%
其他/未映射
97.5%
完整投资组合 106 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPIB | $211091387 | 18.83% | 6308768 | $15121114 | 上涨 ×1 | ||
| AVUV | $141385427 | 12.61% | 1133259 | 上涨 ×1 | |||
| AVLV | $94891660 | 8.47% | 1040364 | $19302615 | 上涨 ×1 | ||
| DFIV | $76516843 | 6.83% | 1416453 | $6418583 | 上涨 ×1 | ||
| DFUS | $72342076 | 6.45% | 882866 | $13114199 | 上涨 ×1 | ||
| DFAW | $70631112 | 6.30% | 853135 | $11285752 | 上涨 ×1 | ||
| DFAS | $66564264 | 5.94% | 808407 | $13191366 | 上涨 ×1 | ||
| AVDV | $59163087 | 5.28% | 574120 | $2737705 | 上涨 ×1 | ||
| SPYM | $47702648 | 4.26% | 542815 | $6024208 | 下跌 ×1 | ||
| DFUV | $38403251 | 3.43% | 698114 | $4149155 | 下跌 ×1 | ||
| SPAB | $36253556 | 3.23% | 1420593 | $-130370 | 上涨 ×1 | ||
| DFAE | $28242134 | 2.52% | 702365 | $5365296 | 上涨 ×1 | ||
| DFIS | $20288197 | 1.81% | 579166 | $2430960 | 上涨 ×1 | ||
| DFGR | $19116821 | 1.71% | 659883 | $2623565 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $16733287 | 1.49% | 211733 | $-861088 | 下跌 ×1 | ||
| DFAT | $14874334 | 1.33% | 212794 | $1448437 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10684665 | 0.95% | 129276 | $91006 | 上涨 ×1 | ||
| VT | $6937772 | 0.62% | 44203 | $-1398172 | 下跌 ×1 | ||
| AVIV | $5267425 | 0.47% | 68037 | $-181371 | 下跌 ×1 | ||
| BOXX | $4948832 | 0.44% | 42150 | $918802 | 上涨 ×1 | ||
| BRKB | $4651686 | 0.42% | 9296 | $211361 | 上涨 ×1 | ||
| IVV | $4472875 | 0.40% | 5972 | $419430 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $3824897 | 0.34% | 21142 | $330512 | 上涨 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $3308171 | 0.30% | 10919 | $830184 | 上涨 ×1 | ||
| PRIV | $2590281 | 0.23% | 102891 | $870764 | 上涨 ×1 | ||
| IWP | $2551685 | 0.23% | 17428 | $205777 | 下跌 ×1 | ||
| SPSB | $2534894 | 0.23% | 84468 | $-7083 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2316979 | 0.21% | 8007 | $239480 | 下跌 ×1 | ||
| VTI | $2091554 | 0.19% | 5652 | $757614 | 上涨 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $2030014 | 0.18% | 6810 | $715070 | 上涨 ×1 | ||
| VYM | $2020572 | 0.18% | 12786 | $126965 | |||
| MSFT Microsoft Corporation - Common Stock | $1974555 | 0.18% | 5293 | $8488 | 下跌 ×1 | ||
| GLDM | $1863829 | 0.17% | 23468 | ||||
| NVDA NVIDIA Corporation - Common Stock | $1724183 | 0.15% | 8617 | $135046 | 下跌 ×1 | ||
| DFSV | $1597178 | 0.14% | 41175 | $152409 | 下跌 ×1 | ||
| SPY SPY | $1554595 | 0.14% | 2081 | $195542 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $1429219 | 0.13% | 19469 | $566232 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1358094 | 0.12% | 11990 | $-169797 | 下跌 ×1 | ||
| IJR | $1337237 | 0.12% | 9016 | $148161 | 下跌 ×1 | ||
| VOO | $1296697 | 0.12% | 1888 | $162547 | 下跌 ×1 | ||
| VO | $1217654 | 0.11% | 15113 | $153365 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1154869 | 0.10% | 1568 | $227766 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1105659 | 0.10% | 4639 | $158239 | 上涨 ×1 | ||
| SPXL | $1056185 | 0.09% | 3902 | $546337 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1041647 | 0.09% | 978 | $305441 | 下跌 ×1 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $999568 | 0.09% | 1783 | $178642 | 下跌 ×1 | ||
| AVUS | $953299 | 0.09% | 7443 | $112111 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $893782 | 0.08% | 2501 | $187462 | 上涨 ×1 | ||
| DE Deere & Company Common Stock | $807502 | 0.07% | 1273 | 上涨 ×1 | |||
| MGK | $785490 | 0.07% | 8935 | $145885 | 上涨 ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $773668 | 0.07% | 13376 | $2675 | |||
| VBR | $763475 | 0.07% | 3142 | $108249 | 上涨 ×1 | ||
| DFEV | $749277 | 0.07% | 17561 | $131106 | 上涨 ×1 | ||
| DFLV | $660160 | 0.06% | 16696 | $81872 | 上涨 ×1 | ||
| DFEM | $641137 | 0.06% | 15776 | $96076 | |||
| AVIG | $632165 | 0.06% | 15266 | $-10459 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $623706 | 0.06% | 1306 | $182343 | |||
| VB | $608665 | 0.05% | 2008 | $82730 | |||
| V Visa Inc. | $603255 | 0.05% | 1758 | $41603 | 下跌 ×1 | ||
| VEA | $570998 | 0.05% | 8014 | $35417 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $569215 | 0.05% | 1611 | $97617 | 下跌 ×1 | ||
| BIV | $568884 | 0.05% | 7417 | $-3560 | |||
| MUB | $560270 | 0.05% | 5206 | $7547 | 下跌 ×1 | ||
| SCHG | $528987 | 0.05% | 15632 | 上涨 ×1 | |||
| GLD | $507996 | 0.05% | 1379 | $-94840 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $497385 | 0.04% | 883 | $-38701 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $482186 | 0.04% | 1276 | $92473 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $479266 | 0.04% | 1464 | $28564 | 下跌 ×1 | ||
| STCE | $468063 | 0.04% | 6691 | $157410 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $467678 | 0.04% | 3420 | $-112677 | |||
| HUBB Hubbell Inc Common Stock | $445766 | 0.04% | 852 | $27656 | |||
| DFAR | $439907 | 0.04% | 16816 | $46962 | 上涨 ×1 | ||
| SO Southern Company (The) Common Stock | $420014 | 0.04% | 4388 | $-13804 | 下跌 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $413133 | 0.04% | 4707 | $-24053 | |||
| SLYV | $401812 | 0.04% | 3682 | $39284 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $393413 | 0.04% | 328 | $91728 | |||
| VWO | $385299 | 0.03% | 6455 | $-23 | 下跌 ×1 | ||
| ITA ITA | $375994 | 0.03% | 1551 | $45900 | 上涨 ×1 | ||
| VTEB | $374140 | 0.03% | 7397 | $5104 | |||
| GBUG Sprott Active Gold & Silver Miners ETF | $353882 | 0.03% | 9063 | $-2469 | 上涨 ×1 | ||
| VUG | $324317 | 0.03% | 3765 | $59622 | 上涨 ×1 | ||
| XMMO | $320374 | 0.03% | 1883 | $37005 | 下跌 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $319842 | 0.03% | 3111 | $22368 | |||
| UNP Union Pacific Corporation Common Stock | $315792 | 0.03% | 1161 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $314609 | 0.03% | 748 | $57730 | 上涨 ×1 | ||
| SCHB | $292496 | 0.03% | 10100 | 上涨 ×1 | |||
| NUE Nucor Corporation Common Stock | $288016 | 0.03% | 1293 | $69370 | |||
| CVX Chevron Corporation Common Stock | $284153 | 0.03% | 1714 | $-92248 | 下跌 ×1 | ||
| FBTC | $277967 | 0.02% | 5445 | $7314 | 上涨 ×1 | ||
| CSX CSX Corporation - Common Stock | $271206 | 0.02% | 5706 | $36975 | |||
| HD Home Depot, Inc. (The) Common Stock | $264564 | 0.02% | 750 | $5380 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $259776 | 0.02% | 768 | $27471 | |||
| FITB Fifth Third Bancorp - Common Stock | $249093 | 0.02% | 4418 | $44902 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $245097 | 0.02% | 339 | 上涨 ×1 | |||
| BITO | $244112 | 0.02% | 30590 | $-28962 | 上涨 ×1 | ||
| SCHV | $236638 | 0.02% | 6798 | $29299 | |||
| ORCL Oracle Corporation Common Stock | $224471 | 0.02% | 1531 | $-5194 | 下跌 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $223995 | 0.02% | 1769 | $6426 | 上涨 ×1 | ||
| EMR Emerson Electric Company Common Stock | $209715 | 0.02% | 1465 | $6765 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $208997 | 0.02% | 1131 | 上涨 ×1 | |||
| 无匹配项 | |||||||
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 |
|---|---|---|---|
| AVLV | 增持 | +103K | +$19.3M |
| SPIB | 增持 | +466K | +$15.1M |
| DFAS | 增持 | +58K | +$13.2M |
| DFUS | 增持 | +48K | +$13.1M |
| DFAW | 增持 | +49K | +$11.3M |
| DFIV | 增持 | +88K | +$6.4M |
| SPYM | 削减 | -2K | +$6.0M |
| DFAE | 增持 | +27K | +$5.4M |
| DFUV | 削减 | -9K | +$4.1M |
| AVDV | 增持 | +9K | +$2.7M |
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。