Sageworth Trust Co
LANCASTER PA · SEC CIK 0001482688
$23.26亿2026Q1 申报市值
172持仓数
79.8%前十大占比 · 第一大 15.5%
8 / 19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
VOO 加仓+$1,790.98万
VEA 加仓+$1,649.57万
DFEM 加仓+$383.96万
AVGO 加仓+$348.51万
RSP 加仓+$329.55万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$2,073.61万
VXUS 减仓-$1,859.40万
VTI 减仓-$836.45万
TSM 重新持有-$390.10万
TLTD 清仓-$388.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD US TOTAL STOCK MKT SH | $3.61亿 | 15.51% | 1,124,957 | -26,073 | -2.3% | -$836.45万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $3.05亿 | 13.10% | 3,952,399 | -241,136 | -5.8% | -$1,859.40万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2.41亿 | 10.35% | 402,887 | 29,972 | 8.0% | $1,790.98万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.39亿 | 10.29% | 1,729,958 | 68 | 0.0% | $9,409 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MAR | $2.02亿 | 8.69% | 4,479,578 | -25,051 | -0.6% | -$113.03万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $1.49亿 | 6.40% | 228,797 | -31,885 | -12.2% | -$2,073.61万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST INTERNAT | $1.15亿 | 4.93% | 3,227,612 | -3,403 | -0.1% | -$12.09万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX US | $9,670.12万 | 4.16% | 1,412,315 | -11,463 | -0.8% | -$78.49万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $7,956.95万 | 3.42% | 575,257 | -4,970 | -0.9% | -$68.75万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $6,919.22万 | 2.97% | 1,079,778 | 257,424 | 31.3% | $1,649.57万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $6,883.98万 | 2.96% | 967,803 | -539 | -0.1% | -$3.83万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST EMERGING | $5,698.70万 | 2.45% | 1,649,406 | 111,133 | 7.2% | $383.96万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $3,354.14万 | 1.44% | 170,955 | -3,348 | -1.9% | -$65.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST US CORE | $2,634.04万 | 1.13% | 365,433 | 22,085 | 6.4% | $159.19万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,204.98万 | 0.95% | 33,756 | -9 | -0.0% | -$5,879 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $2,157.95万 | 0.93% | 112,440 | 17,171 | 18.0% | $329.55万 | 加仓 |
| TILT | MFC FLEXSHARES TR MORNINGSTAR | $1,605.86万 | 0.69% | 66,532 | -4,010 | -5.7% | -$96.79万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,242.03万 | 0.53% | 50,082 | -1,695 | -3.3% | -$42.04万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,241.06万 | 0.53% | 99,836 | -802 | -0.8% | -$9.97万 | 减仓 |
| AAUS | EA SERIES TRUST ALPHA ARCHITEC | $931.90万 | 0.40% | 177,900 | 0 | 0.0% | — | 不变 |
| — | VANGUARD INSTL INDEX FD TTL ST | $831.53万 | 0.36% | 77,215 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $630.47万 | 0.27% | 85,268 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $590.18万 | 0.25% | 9,569 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERG CORE EQY MRK | $564.36万 | 0.24% | 166,676 | -110 | -0.1% | -$3,725 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $509.58万 | 0.22% | 17,764 | 6,386 | 56.1% | $183.19万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 INDEX | $508.81万 | 0.22% | 14,270 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGIN | $500.73万 | 0.22% | 74,504 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $500.44万 | 0.22% | 23,010 | 300 | 1.3% | $6.52万 | 加仓 |
| AAPL | APPLE INC | $479.43万 | 0.21% | 18,891 | 6,451 | 51.9% | $163.72万 | 加仓 |
| TSLA | TESLA, INC. CMN | $467.55万 | 0.20% | 12,577 | 298 | 2.4% | $11.08万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $422.28万 | 0.18% | 37,613 | 2,036 | 5.7% | $22.86万 | 加仓 |
| AVGO | BROADCOM INC. CMN | $410.69万 | 0.18% | 13,269 | 11,260 | 560.5% | $348.51万 | 加仓 |
| IGF | ISHARES TR GLB INFRASTR ETF | $395.63万 | 0.17% | 59,049 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $388.95万 | 0.17% | 22,302 | 3,963 | 21.6% | $69.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $367.95万 | 0.16% | 9,940 | 4,714 | 90.2% | $174.50万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MKTS ET | $346.28万 | 0.15% | 64,066 | -371 | -0.6% | -$2.01万 | 减仓 |
| GUNR | FLEXSHARES GLOBAL UPSTREAM N | $337.67万 | 0.15% | 61,217 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $326.01万 | 0.14% | 15,006 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG ADS L | $325.01万 | 0.14% | 9,617 | -11,543 | -54.6% | -$390.10万 | 重新持有 |
| IBIT | ISHARES BITCOIN TR SHS | $320.47万 | 0.14% | 83,412 | 10,165 | 13.9% | $39.05万 | 加仓 |
| GOOGL | ALPHABET INC. CMN CLASS A | $290.75万 | 0.12% | 10,111 | 6,053 | 149.2% | $174.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES CMN | $285.71万 | 0.12% | 27,828 | 7,470 | 36.7% | $76.69万 | 加仓 |
| VYM | VANGUARD HIGH DVD YIELD ETF | $280.56万 | 0.12% | 18,944 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES QUALITY DIVIDEND | $234.61万 | 0.10% | 29,664 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO CMN | $213.18万 | 0.09% | 7,247 | 4,845 | 201.7% | $142.52万 | 加仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE E | $212.95万 | 0.09% | 16,072 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR S&P MIDCAP 400 | $212.31万 | 0.09% | 31,440 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC. CMN | $210.91万 | 0.09% | 14,418 | 1,200 | 9.1% | $17.55万 | 加仓 |
| QQQ | INVESCO QQQ TRUST ETF, SERIES | $206.98万 | 0.09% | 3,586 | 795 | 28.5% | $45.89万 | 加仓 |
| IAU | ISHARES GOLD ETF | $198.32万 | 0.09% | 22,496 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STO | $197.76万 | 0.09% | 27,570 | 1,562 | 6.0% | $11.20万 | 加仓 |
| GE | GE AEROSPACE CMN | $182.80万 | 0.08% | 6,442 | -5,874 | -47.7% | -$166.69万 | 重新持有 |
| GEV | GE VERNOVA LLC CMN | $166.46万 | 0.07% | 1,907 | -3,439 | -64.3% | -$300.19万 | 重新持有 |
| AMZN | AMAZON COM INC | $166.05万 | 0.07% | 7,973 | 2,793 | 53.9% | $58.17万 | 加仓 |
| TTE | TOTAL SA EUR SHS | $153.20万 | 0.07% | 16,434 | 16,434 | — | $153.20万 | 新建仓 |
| MFC | MANULIFE FINANCIAL CORP CMN | $148.26万 | 0.06% | 43,048 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR S&P500 GRW | $147.04万 | 0.06% | 13,000 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQU | $144.64万 | 0.06% | 29,280 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC (NEW) CMN | $140.86万 | 0.06% | 8,820 | 682 | 8.4% | $10.89万 | 加仓 |
| BAI | ISHARES AI INNOVATION AND TECH | $139.31万 | 0.06% | 42,278 | 12,585 | 42.4% | $41.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC - CL B | $129.14万 | 0.06% | 2,695 | -20 | -0.7% | -$9,584 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $125.10万 | 0.05% | 2,864 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC CMN | $120.76万 | 0.05% | 7,304 | -8,755 | -54.5% | -$144.76万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $117.55万 | 0.05% | 1,723 | -3,035 | -63.8% | -$207.06万 | 重新持有 |
| META | META PLATFORMS INC | $110.48万 | 0.05% | 1,931 | 1,392 | 258.3% | $79.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED CMN CL | $100.88万 | 0.04% | 2,019 | -2,923 | -59.1% | -$146.05万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON CMN | $99.17万 | 0.04% | 4,057 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $98.38万 | 0.04% | 1,410 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR DJ SEL DIV INX | $98.19万 | 0.04% | 6,485 | -56 | -0.9% | -$8,479 | 减仓 |
| RTX | RTX CORP CMN | $97.41万 | 0.04% | 5,050 | 1,780 | 54.4% | $34.34万 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR ETF | $94.24万 | 0.04% | 15,384 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR S&P 500 ULTRA BUFFER | $93.64万 | 0.04% | 24,215 | -7,720 | -24.2% | -$29.85万 | 减仓 |
| HEI/A | HEICO CORP CLASS A | $93.03万 | 0.04% | 4,407 | 907 | 25.9% | $19.15万 | 加仓 |
| COWZ | PACER FDS TR US CASH COWS 100 | $88.77万 | 0.04% | 14,190 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR GLOBAL TECH ETF | $83.09万 | 0.04% | 8,311 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $80.64万 | 0.03% | 2,668 | 1,698 | 175.1% | $51.32万 | 加仓 |
| CAT | CATERPILLAR INC (DELAWARE) CMN | $80.27万 | 0.03% | 1,133 | 202 | 21.7% | $14.31万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $80.11万 | 0.03% | 2,321 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $78.72万 | 0.03% | 2,330 | -849 | -26.7% | -$28.68万 | 重新持有 |
| STBA | S&T BANCORP INC. CMN | $77.67万 | 0.03% | 18,569 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP, | $77.37万 | 0.03% | 3,718 | -2,585 | -41.0% | -$53.79万 | 减仓 |
| — | EXXON MOBIL CORPORATION CMN | $77.28万 | 0.03% | 4,555 | -615 | -11.9% | -$10.43万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP ISIN: LR | $76.17万 | 0.03% | 2,768 | -2,437 | -46.8% | -$67.06万 | 重新持有 |
| CMI | CUMMINS INC | $75.86万 | 0.03% | 1,410 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $75.09万 | 0.03% | 8,294 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC. CMN | $74.24万 | 0.03% | 2,110 | -685 | -24.5% | -$24.10万 | 重新持有 |
| UTZ | UTZ BRANDS INC F CLASS A | $72.67万 | 0.03% | 91,760 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DI | $72.16万 | 0.03% | 7,657 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BANK AG CMN | $68.90万 | 0.03% | 23,135 | -25,838 | -52.8% | -$76.95万 | 重新持有 |
| VEU | VANGUARD INTL EQTY IDX ALLWRLD | $68.72万 | 0.03% | 9,151 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P DIVIDEND ETF | $67.67万 | 0.03% | 4,637 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION CMN | $67.19万 | 0.03% | 3,544 | 1,205 | 51.5% | $22.85万 | 加仓 |
| — | GLOBAL X FDS MSCI NORWAY ETF | $66.98万 | 0.03% | 17,530 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION COM NPV | $66.76万 | 0.03% | 10,664 | -14,457 | -57.5% | -$90.50万 | 重新持有 |
| COP | CONOCOPHILLIPS CMN | $66.00万 | 0.03% | 5,000 | 923 | 22.6% | $12.18万 | 加仓 |
| MRSH | MARSH COM | $65.60万 | 0.03% | 3,782 | -6,623 | -63.7% | -$114.88万 | 重新持有 |
| XLU | SECTOR SPDR TR SBI INT-UTILS | $65.16万 | 0.03% | 14,200 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC CMN | $65.12万 | 0.03% | 8,128 | -3,621 | -30.8% | -$29.01万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP CMN | $61.97万 | 0.03% | 2,219 | -2,065 | -48.2% | -$57.67万 | 重新持有 |
| KLAC | KLA CORP CMN | $61.69万 | 0.03% | 419 | -416 | -49.8% | -$61.25万 | 重新持有 |