Estate Counselors, LLC
Thiensville WI · SEC CIK 0001559832
$11.23亿2026Q1 申报市值
97持仓数
79.0%前十大占比 · 第一大 31.7%
32 / 22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
TLH 加仓+$1,487.17万
MBB 加仓+$1,103.83万
IEF 加仓+$1,059.52万
EMB 加仓+$1,011.80万
CWB 加仓+$886.32万
2026Q1 卖出最多 按季末市值估算
TBFG 减仓-$1,397.99万
VTI 减仓-$1,219.71万
VFH 清仓-$1,100.00万
VCLT 清仓-$1,072.56万
XLK 减仓-$895.81万
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 |
|---|---|---|---|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -82,403 | -100.0% | -$1,100.00万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -141,405 | -100.0% | -$1,072.56万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -33,600 | -100.0% | -$597.24万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -49,317 | -100.0% | -$557.78万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -62,622 | -100.0% | -$545.50万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -49,605 | -100.0% | -$495.31万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -7,296 | -100.0% | -$476.84万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -210,633 | -100.0% | -$476.66万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -13,711 | -100.0% | -$474.54万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -30,935 | -100.0% | -$418.06万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -9,553 | -100.0% | -$403.16万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -146,868 | -100.0% | -$384.50万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -168,713 | -100.0% | -$372.01万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -17,500 | -100.0% | -$251.81万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -75,852 | -100.0% | -$218.61万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,510 | -100.0% | -$102.97万 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -7,045 | -100.0% | -$63.69万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -2,400 | -100.0% | -$60.07万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -7,080 | -100.0% | -$59.20万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,975 | -100.0% | -$48.08万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -9,825 | -100.0% | -$47.01万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,195 | -100.0% | -$33.45万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYMI | VANGUARD WHITEHALL FDS | $20.21万 | 0.02% | 2,145 | 2,145 | — | $20.21万 | 新建仓 |
| ESGU | ISHARES TR | $20.58万 | 0.02% | 1,455 | -2,245 | -60.7% | -$31.75万 | 减仓 |
| GOOGL | ALPHABET INC | $22.43万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.43万 | 0.02% | 526 | -13,230 | -96.2% | -$564.19万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $22.65万 | 0.02% | 3,825 | -1,035 | -21.3% | -$6.13万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.81万 | 0.02% | 14,325 | -14,595 | -50.5% | -$25.28万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.21万 | 0.02% | 425 | 425 | — | $26.21万 | 新建仓 |
| COPX | GLOBAL X FDS | $29.01万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $31.53万 | 0.03% | 3,400 | 3,400 | — | $31.53万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $32.94万 | 0.03% | 4,645 | 4,645 | — | $32.94万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $33.01万 | 0.03% | 6,945 | 6,945 | — | $33.01万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $34.05万 | 0.03% | 590 | -11,690 | -95.2% | -$674.72万 | 减仓 |
| LQD | ISHARES TR | $36.89万 | 0.03% | 3,385 | 3,385 | — | $36.89万 | 新建仓 |
| HYG | ISHARES TR | $38.59万 | 0.03% | 4,850 | 2,175 | 81.3% | $17.30万 | 加仓 |
| HYLB | DBX ETF TR | $38.84万 | 0.03% | 10,740 | 10,740 | — | $38.84万 | 新建仓 |
| EVUS | ISHARES TR | $41.56万 | 0.04% | 13,055 | 13,055 | — | $41.56万 | 新建仓 |
| NULV | NUSHARES ETF TR | $41.79万 | 0.04% | 9,185 | 9,185 | — | $41.79万 | 新建仓 |
| PFE | PFIZER INC | $42.12万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $46.89万 | 0.04% | 11,385 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.03万 | 0.04% | 4,195 | 4,195 | — | $47.03万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $51.67万 | 0.05% | 9,335 | 9,335 | — | $51.67万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $59.94万 | 0.05% | 11,090 | -690 | -5.9% | -$3.73万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $60.16万 | 0.05% | 7,795 | -4,705 | -37.6% | -$36.31万 | 减仓 |
| EMXC | ISHARES INC | $60.76万 | 0.05% | 7,725 | 215 | 2.9% | $1.69万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $64.24万 | 0.06% | 13,295 | 13,295 | — | $64.24万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $71.27万 | 0.06% | 23,640 | 11,790 | 99.5% | $35.55万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $74.88万 | 0.07% | 14,990 | 14,990 | — | $74.88万 | 新建仓 |
| IJH | ISHARES TR | $76.04万 | 0.07% | 11,260 | 11,260 | — | $76.04万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $83.90万 | 0.07% | 5,665 | 3,080 | 119.1% | $45.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $86.50万 | 0.08% | 4,960 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $105.74万 | 0.09% | 13,814 | 606 | 4.6% | $4.64万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $105.97万 | 0.09% | 13,515 | -91,796 | -87.2% | -$719.77万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $108.65万 | 0.10% | 18,245 | 18,245 | — | $108.65万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $111.58万 | 0.10% | 3,477 | -38,009 | -91.6% | -$1,219.71万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $112.07万 | 0.10% | 19,145 | -128,387 | -87.0% | -$751.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $113.20万 | 0.10% | 17,665 | 17,665 | — | $113.20万 | 新建仓 |
| SHV | ISHARES TR | $151.23万 | 0.13% | 13,700 | -57,720 | -80.8% | -$637.17万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $166.27万 | 0.15% | 5,594 | -4,885 | -46.6% | -$145.20万 | 减仓 |
| EG | EVEREST GROUP LTD | $167.84万 | 0.15% | 5,135 | 5,135 | — | $167.84万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $168.80万 | 0.15% | 45,487 | 45,487 | — | $168.80万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $172.40万 | 0.15% | 5,103 | -7,417 | -59.2% | -$250.58万 | 减仓 |
| MET | METLIFE INC | $175.03万 | 0.16% | 24,750 | 24,750 | — | $175.03万 | 新建仓 |
| ALL | ALLSTATE CORP | $175.76万 | 0.16% | 8,477 | 8,477 | — | $175.76万 | 新建仓 |
| COHR | COHERENT CORP | $177.18万 | 0.16% | 7,438 | -13,010 | -63.6% | -$309.91万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $177.82万 | 0.16% | 26,143 | 26,143 | — | $177.82万 | 新建仓 |
| TER | TERADYNE INC | $178.82万 | 0.16% | 6,032 | 6,032 | — | $178.82万 | 新建仓 |
| HPQ | HP INC | $179.19万 | 0.16% | 93,277 | 93,277 | — | $179.19万 | 新建仓 |
| GM | GENERAL MTRS CO | $181.87万 | 0.16% | 24,412 | -50,548 | -67.4% | -$376.58万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $184.32万 | 0.16% | 64,200 | -25,300 | -28.3% | -$72.64万 | 减仓 |
| EIX | EDISON INTL | $185.62万 | 0.17% | 25,365 | -39,058 | -60.6% | -$285.83万 | 重新持有 |
| NWS | NEWS CORP NEW | $189.33万 | 0.17% | 66,409 | 66,409 | — | $189.33万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $190.23万 | 0.17% | 89,945 | 89,945 | — | $190.23万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $192.09万 | 0.17% | 1,393 | -3,525 | -71.7% | -$486.09万 | 减仓 |
| CI | THE CIGNA GROUP | $194.41万 | 0.17% | 7,288 | -6,390 | -46.7% | -$170.45万 | 减仓 |
| AGNC | AGNC INVT CORP | $195.68万 | 0.17% | 195,095 | 195,095 | — | $195.68万 | 新建仓 |
| OVV | OVINTIV INC | $196.67万 | 0.18% | 33,132 | -41,280 | -55.5% | -$245.04万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $196.73万 | 0.18% | 9,113 | -4,881 | -34.9% | -$105.37万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $199.79万 | 0.18% | 2,843 | -8,657 | -75.3% | -$608.38万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $200.14万 | 0.18% | 24,186 | 6,400 | 36.0% | $52.96万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $202.87万 | 0.18% | 7,500 | -18,087 | -70.7% | -$489.24万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $204.62万 | 0.18% | 22,708 | 22,708 | — | $204.62万 | 新建仓 |
| APA | APA CORPORATION | $237.18万 | 0.21% | 55,887 | 55,887 | — | $237.18万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $278.81万 | 0.25% | 47,200 | -25,775 | -35.3% | -$152.25万 | 减仓 |
| CIEN | CIENA CORP | $293.58万 | 0.26% | 7,562 | -11,236 | -59.8% | -$436.22万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $344.65万 | 0.31% | 56,260 | 14,840 | 35.8% | $90.91万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $523.87万 | 0.47% | 48,070 | -37,540 | -43.9% | -$409.11万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $533.86万 | 0.48% | 40,170 | -67,405 | -62.7% | -$895.81万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $551.57万 | 0.49% | 49,754 | -33,467 | -40.2% | -$371.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $583.25万 | 0.52% | 65,755 | 65,755 | — | $583.25万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $589.46万 | 0.52% | 165,905 | -550 | -0.3% | -$1.95万 | 减仓 |
| TIP | ISHARES TR | $602.07万 | 0.54% | 54,555 | -42,190 | -43.6% | -$465.61万 | 重新持有 |