Sageworth Trust Co
LANCASTER PA · SEC CIK 0001482688
$25.38亿2026Q2 申报市值
127持仓数
81.2%前十大占比 · 第一大 15.9%
12 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EAGL 新建仓+$2,988.59万
ASML HOLDING NV 新建仓+$174.17万
VEA 加仓+$173.96万
FRANKLIN FINL SV 新建仓+$168.39万
BAI 加仓+$94.50万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$1,532.26万
VTI 减仓-$1,320.12万
VXUS 减仓-$1,111.58万
VANGUARD INSTL I 减仓-$791.77万
SPY 减仓-$640.65万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD US TOTAL STOCK MKT SH | $4.03亿 | 15.88% | 1,089,282 | -35,675 | -3.2% | -$1,320.12万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $3.27亿 | 12.87% | 3,822,374 | -130,025 | -3.3% | -$1,111.58万 | 减仓 |
| VOO | VANGUARD S & P 500 ETF | $2.75亿 | 10.84% | 400,722 | -2,165 | -0.5% | -$148.69万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.71亿 | 10.67% | 1,726,067 | -3,891 | -0.2% | -$61.08万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MAR | $2.30亿 | 9.05% | 4,443,421 | -36,157 | -0.8% | -$186.90万 | 减仓 |
| SPY | SPDR S & P 500 ETF TRUST | $1.64亿 | 6.48% | 220,218 | -8,579 | -3.7% | -$640.65万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST INTERNAT | $1.19亿 | 4.67% | 3,184,052 | -43,560 | -1.3% | -$162.30万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX US | $1.05亿 | 4.13% | 1,378,607 | -33,708 | -2.4% | -$256.55万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $8,917.73万 | 3.51% | 568,189 | -7,068 | -1.2% | -$110.93万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $7,867.38万 | 3.10% | 1,104,193 | 24,415 | 2.3% | $173.96万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $7,570.69万 | 2.98% | 919,443 | -48,360 | -5.0% | -$398.20万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST EMERGING | $6,402.36万 | 2.52% | 1,575,383 | -74,023 | -4.5% | -$300.83万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $3,270.48万 | 1.29% | 150,070 | -20,885 | -12.2% | -$455.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST US CORE | $3,052.76万 | 1.20% | 372,379 | 6,946 | 1.9% | $56.94万 | 加仓 |
| EAGL | Eagle Capital Select Equity ET | $2,988.59万 | 1.18% | 928,999 | 928,999 | — | $2,988.59万 | 新建仓 |
| IVV | ISHARES CORE S & P 500 ETF | $2,522.56万 | 0.99% | 33,684 | -72 | -0.2% | -$5.39万 | 减仓 |
| TILT | MFC FLEXSHARES TR MORNINGSTAR | $1,724.21万 | 0.68% | 62,456 | -4,076 | -6.1% | -$112.53万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,504.71万 | 0.59% | 50,082 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S & P SMALL CAP ETF | $1,475.42万 | 0.58% | 99,482 | -354 | -0.4% | -$5.25万 | 减仓 |
| AAUS | EA SERIES TRUST ALPHA ARCHITEC | $1,062.84万 | 0.42% | 177,900 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S & P 500 EQUAL WEIGHT E | $860.12万 | 0.34% | 40,425 | -72,015 | -64.0% | -$1,532.26万 | 减仓 |
| MDY | SPDR S & P MIDCAP 400 ETF TRUST | $673.03万 | 0.27% | 9,569 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERG CORE EQY MRK | $670.20万 | 0.26% | 166,676 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $628.08万 | 0.25% | 85,268 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 INDEX | $584.36万 | 0.23% | 14,270 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGIN | $576.59万 | 0.23% | 74,504 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA, INC. CMN | $554.18万 | 0.22% | 13,176 | 599 | 4.8% | $25.19万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $502.96万 | 0.20% | 38,034 | 421 | 1.1% | $5.57万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $477.84万 | 0.19% | 13,524 | -4,240 | -23.9% | -$149.81万 | 减仓 |
| ABBV | ABBVIE INC | $460.83万 | 0.18% | 18,313 | -4,697 | -20.4% | -$118.20万 | 减仓 |
| IGF | ISHARES TR GLB INFRASTR ETF | $393.27万 | 0.15% | 59,049 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MKTS ET | $382.41万 | 0.15% | 64,066 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TR SHS | $321.54万 | 0.13% | 96,589 | 13,177 | 15.8% | $43.87万 | 加仓 |
| BAI | ISHARES AI INNOVATION AND TECH | $317.39万 | 0.13% | 60,203 | 17,925 | 42.4% | $94.50万 | 加仓 |
| NVDA | NVIDIA CORP | $317.02万 | 0.12% | 15,844 | -6,458 | -29.0% | -$129.22万 | 减仓 |
| QQQ | INVESCO QQQ TRUST ETF, SERIES | $302.73万 | 0.12% | 4,111 | 525 | 14.6% | $38.66万 | 加仓 |
| GUNR | FLEXSHARES GLOBAL UPSTREAM N | $301.68万 | 0.12% | 61,217 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DVD YIELD ETF | $299.37万 | 0.12% | 18,944 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES QUALITY DIVIDEND | $266.74万 | 0.11% | 29,664 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG ADS L | $264.19万 | 0.10% | 5,532 | -4,085 | -42.5% | -$195.09万 | 减仓 |
| AAPL | APPLE INC | $260.25万 | 0.10% | 8,994 | -9,897 | -52.4% | -$286.38万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $255.29万 | 0.10% | 10,506 | -4,500 | -30.0% | -$109.35万 | 减仓 |
| IJH | ISHARES TR S & P MIDCAP 400 | $242.43万 | 0.10% | 31,440 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STO | $239.63万 | 0.09% | 29,103 | 1,533 | 5.6% | $12.62万 | 加仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE E | $237.43万 | 0.09% | 16,072 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR S & P500 GRW | $178.79万 | 0.07% | 13,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP CMN | $174.39万 | 0.07% | 43,048 | 0 | 0.0% | — | 不变 |
| — | ASML HOLDING NV | $174.17万 | 0.07% | 885 | 885 | — | $174.17万 | 新建仓 |
| IAU | ISHARES GOLD ETF | $169.87万 | 0.07% | 22,496 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FINL SVCS CP COM | $168.39万 | 0.07% | 26,900 | 26,900 | — | $168.39万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC. CMN | $168.21万 | 0.07% | 14,418 | 0 | 0.0% | — | 不变 |
| — | VANGUARD INSTL INDEX FD TTL ST | $167.10万 | 0.07% | 13,456 | -63,759 | -82.6% | -$791.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES CMN | $162.67万 | 0.06% | 17,927 | -9,901 | -35.6% | -$89.84万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $148.02万 | 0.06% | 17,184 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $137.94万 | 0.05% | 1,195 | -1,135 | -48.7% | -$131.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC - CL B | $134.86万 | 0.05% | 2,695 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $134.82万 | 0.05% | 11,280 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQU | $124.21万 | 0.05% | 22,736 | -6,544 | -22.3% | -$35.75万 | 减仓 |
| IXN | ISHARES TR GLOBAL TECH ETF | $120.08万 | 0.05% | 8,311 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC (NEW) CMN | $107.91万 | 0.04% | 7,123 | -1,697 | -19.2% | -$25.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON CMN | $103.04万 | 0.04% | 4,057 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST SEMICONDUCTR | $102.12万 | 0.04% | 1,557 | 81 | 5.5% | $5.31万 | 加仓 |
| DVY | ISHARES TR DJ SEL DIV INX | $101.36万 | 0.04% | 6,485 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $100.56万 | 0.04% | 1,410 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $97.25万 | 0.04% | 2,607 | -7,333 | -73.8% | -$273.54万 | 减仓 |
| HEI/A | HEICO CORP CLASS A | $95.22万 | 0.04% | 3,692 | -715 | -16.2% | -$18.44万 | 减仓 |
| AZN | ASTRAZENECA PLC (GBP) | $92.12万 | 0.04% | 4,858 | 4,858 | — | $92.12万 | 新建仓 |
| PNC | PNC FINANCIAL SERVICES GROUP, | $91.54万 | 0.04% | 3,718 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR US CASH COWS 100 | $88.26万 | 0.03% | 14,190 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC (DELAWARE) CMN | $86.26万 | 0.03% | 810 | -323 | -28.5% | -$34.40万 | 减仓 |
| XLE | ENERGY SELECT SECTOR SPDR ETF | $81.70万 | 0.03% | 15,384 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $80.10万 | 0.03% | 8,294 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR S&P 500 ULTRA BUFFER | $77.77万 | 0.03% | 18,817 | -5,398 | -22.3% | -$22.31万 | 减仓 |
| VEU | VANGUARD INTL EQTY IDX ALLWRLD | $76.64万 | 0.03% | 9,151 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DI | $75.19万 | 0.03% | 7,657 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC F CLASS A | $70.66万 | 0.03% | 91,760 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P DIVIDEND ETF | $70.57万 | 0.03% | 4,637 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $67.45万 | 0.03% | 2,321 | 0 | 0.0% | — | 不变 |
| TTE | TOTAL SA EUR SHS | $66.32万 | 0.03% | 8,527 | -7,907 | -48.1% | -$61.50万 | 减仓 |
| AMZN | AMAZON COM INC | $65.78万 | 0.03% | 2,760 | -5,213 | -65.4% | -$124.25万 | 减仓 |
| XLU | SECTOR SPDR TR SBI INT-UTILS | $64.38万 | 0.03% | 14,200 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $63.95万 | 0.03% | 1,748 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAREN | $61.05万 | 0.02% | 20,522 | -3,273 | -13.8% | -$9.74万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $60.80万 | 0.02% | 5,853 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST ETF | $59.24万 | 0.02% | 1,608 | 678 | 72.9% | $24.98万 | 加仓 |
| — | GLOBAL X FDS MSCI NORWAY ETF | $55.97万 | 0.02% | 17,530 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC. CMN | $55.48万 | 0.02% | 1,627 | -276 | -14.5% | -$9.41万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MAR | $52.89万 | 0.02% | 6,385 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP C | $52.73万 | 0.02% | 3,086 | 3,086 | — | $52.73万 | 新建仓 |
| COR | CENCORA INC CMN | $49.97万 | 0.02% | 1,766 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $46.53万 | 0.02% | 1,556 | 0 | 0.0% | — | 不变 |
| — | STANDARD CHARTERED PLC ORD | $45.37万 | 0.02% | 16,747 | 16,747 | — | $45.37万 | 新建仓 |
| DHR | DANAHER CORPORATION CMN | $44.55万 | 0.02% | 2,339 | -1,205 | -34.0% | -$22.95万 | 减仓 |
| CUBI | CUSTOMERS BANCORP, INC. CMN | $43.13万 | 0.02% | 5,452 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BANK AG CMN | $42.76万 | 0.02% | 12,665 | -10,470 | -45.3% | -$35.35万 | 减仓 |
| XLF | SECTOR SPDR TR SBI INT-FINL | $41.39万 | 0.02% | 7,720 | 0 | 0.0% | — | 不变 |
| — | SELECT MEDICAL HOLDINGS CORP C | $41.13万 | 0.02% | 24,914 | -4,573 | -15.5% | -$7.55万 | 减仓 |
| GOOGL | ALPHABET INC. CMN CLASS A | $40.81万 | 0.02% | 1,142 | -8,969 | -88.7% | -$320.53万 | 减仓 |
| — | SAP AG | $40.55万 | 0.02% | 2,647 | 2,647 | — | $40.55万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $38.53万 | 0.02% | 1,119 | -585 | -34.3% | -$20.14万 | 减仓 |