Estate Counselors, LLC
Thiensville WI · SEC CIK 0001559832
$11.64亿2026Q2 申报市值
92持仓数
78.1%前十大占比 · 第一大 32.8%
18 / 30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
VRP 新建仓+$2,134.40万
BKLN 新建仓+$2,133.92万
BIL 新建仓+$2,122.06万
STIP 加仓+$1,497.31万
HYLB 加仓+$741.67万
2026Q2 卖出最多 按季末市值估算
TLH 清仓-$2,671.29万
IEF 清仓-$2,168.43万
MBB 减仓-$2,110.95万
VXUS 减仓-$1,924.11万
BND 减仓-$1,443.80万
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $0 | 0.00% | 0 | -265,219 | -100.0% | -$2,671.29万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -227,204 | -100.0% | -$2,168.43万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -205,869 | -100.0% | -$869.18万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -161,218 | -100.0% | -$739.83万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -70,250 | -100.0% | -$609.00万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -54,555 | -100.0% | -$602.07万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -65,755 | -100.0% | -$583.25万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -49,754 | -100.0% | -$551.57万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -48,070 | -100.0% | -$523.87万 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -47,200 | -100.0% | -$278.81万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -55,887 | -100.0% | -$237.18万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -195,095 | -100.0% | -$195.68万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -1,393 | -100.0% | -$192.09万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -25,365 | -100.0% | -$185.62万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -64,200 | -100.0% | -$184.32万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -93,277 | -100.0% | -$179.19万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -6,032 | -100.0% | -$178.82万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -7,438 | -100.0% | -$177.18万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -19,145 | -100.0% | -$112.07万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -13,515 | -100.0% | -$105.97万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -5,665 | -100.0% | -$83.90万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -7,795 | -100.0% | -$60.16万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,090 | -100.0% | -$59.94万 | 清仓 |
| EVUS | ISHARES TR | $0 | 0.00% | 0 | -13,055 | -100.0% | -$41.56万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -590 | -100.0% | -$34.05万 | 清仓 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,645 | -100.0% | -$32.94万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,400 | -100.0% | -$31.53万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -14,325 | -100.0% | -$24.81万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,104 | -100.0% | -$22.43万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,455 | -100.0% | -$20.58万 | 清仓 |
| BALI | BLACKROCK ETF TRUST | $20.00万 | 0.02% | 5,913 | 5,913 | — | $20.00万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $20.24万 | 0.02% | 3,225 | 3,225 | — | $20.24万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.35万 | 0.02% | 178 | 178 | — | $21.35万 | 新建仓 |
| — | ISHARES TR | $21.61万 | 0.02% | 4,625 | 4,625 | — | $21.61万 | 新建仓 |
| ESML | ISHARES TR | $23.66万 | 0.02% | 4,230 | 4,230 | — | $23.66万 | 新建仓 |
| GOOGL | ALPHABET INC | $27.87万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $29.25万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.70万 | 0.03% | 4,730 | -12,935 | -73.2% | -$92.16万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $37.25万 | 0.03% | 3,793 | 1,648 | 76.8% | $16.18万 | 加仓 |
| NULV | NUSHARES ETF TR | $44.14万 | 0.04% | 8,830 | -355 | -3.9% | -$1.77万 | 减仓 |
| NULG | NUSHARES ETF TR | $45.95万 | 0.04% | 3,925 | -1,035 | -20.9% | -$12.12万 | 重新持有 |
| XJH | ISHARES TR | $46.02万 | 0.04% | 8,825 | 8,825 | — | $46.02万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $46.52万 | 0.04% | 6,885 | 3,060 | 80.0% | $20.67万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $46.81万 | 0.04% | 1,280 | 1,280 | — | $46.81万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.78万 | 0.04% | 9,595 | -113,475 | -92.2% | -$576.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $50.28万 | 0.04% | 125 | 125 | — | $50.28万 | 新建仓 |
| PFE | PFIZER INC | $52.98万 | 0.05% | 22,000 | 7,000 | 46.7% | $16.86万 | 加仓 |
| EMXC | ISHARES INC | $53.91万 | 0.05% | 5,270 | -2,455 | -31.8% | -$25.11万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $54.75万 | 0.05% | 11,385 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $59.30万 | 0.05% | 10,975 | 4,030 | 58.0% | $21.77万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $59.74万 | 0.05% | 19,515 | -4,125 | -17.4% | -$12.63万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $72.61万 | 0.06% | 4,495 | 300 | 7.2% | $4.85万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $75.27万 | 0.06% | 14,985 | -5 | -0.0% | -$251 | 减仓 |
| HYG | ISHARES TR | $77.45万 | 0.07% | 9,685 | 4,835 | 99.7% | $38.67万 | 加仓 |
| MBB | ISHARES TR | $89.65万 | 0.08% | 9,485 | -223,334 | -95.9% | -$2,110.95万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $90.45万 | 0.08% | 16,392 | 7,057 | 75.6% | $38.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $99.24万 | 0.09% | 4,960 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $100.67万 | 0.09% | 2,721 | -756 | -21.7% | -$27.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $120.09万 | 0.10% | 13,666 | -148 | -1.1% | -$1.30万 | 减仓 |
| MGK | VANGUARD WORLD FD | $121.93万 | 0.10% | 13,870 | 13,045 | 1,581.2% | $114.68万 | 重新持有 |
| SHV | ISHARES TR | $131.37万 | 0.11% | 11,905 | -1,795 | -13.1% | -$19.81万 | 减仓 |
| CIEN | CIENA CORP | $168.85万 | 0.15% | 3,442 | -4,120 | -54.5% | -$202.11万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $175.39万 | 0.15% | 2,044 | -799 | -28.1% | -$68.56万 | 减仓 |
| GM | GENERAL MTRS CO | $175.53万 | 0.15% | 22,773 | -1,639 | -6.7% | -$12.63万 | 减仓 |
| NWS | NEWS CORP NEW | $179.74万 | 0.15% | 64,056 | -2,353 | -3.5% | -$6.60万 | 减仓 |
| OVV | OVINTIV INC | $182.37万 | 0.16% | 34,638 | 1,506 | 4.5% | $7.93万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $183.01万 | 0.16% | 5,775 | 181 | 3.2% | $5.74万 | 加仓 |
| EG | EVEREST GROUP LTD | $185.69万 | 0.16% | 5,198 | 63 | 1.2% | $2.25万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $188.15万 | 0.16% | 22,765 | -1,421 | -5.9% | -$11.74万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $192.00万 | 0.17% | 25,246 | -897 | -3.4% | -$6.82万 | 减仓 |
| ALL | ALLSTATE CORP | $194.02万 | 0.17% | 8,154 | -323 | -3.8% | -$7.69万 | 减仓 |
| CI | THE CIGNA GROUP | $197.19万 | 0.17% | 7,153 | -135 | -1.9% | -$3.72万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $199.07万 | 0.17% | 51,202 | 51,202 | — | $199.07万 | 新建仓 |
| MET | METLIFE INC | $202.34万 | 0.17% | 23,915 | -835 | -3.4% | -$7.06万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $209.70万 | 0.18% | 21,605 | 21,605 | — | $209.70万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $221.08万 | 0.19% | 24,244 | 24,244 | — | $221.08万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $226.43万 | 0.19% | 3,545 | -3,955 | -52.7% | -$252.61万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $226.60万 | 0.19% | 51,641 | 6,154 | 13.5% | $27.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $232.04万 | 0.20% | 43,690 | -12,570 | -22.3% | -$66.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $236.40万 | 0.20% | 2,048 | -3,055 | -59.9% | -$352.64万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $237.56万 | 0.20% | 22,041 | -667 | -2.9% | -$7.19万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $240.44万 | 0.21% | 107,532 | 17,587 | 19.6% | $39.32万 | 加仓 |
| AES | AES CORP | $248.91万 | 0.21% | 169,790 | 169,790 | — | $248.91万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $253.18万 | 0.22% | 8,364 | 8,364 | — | $253.18万 | 新建仓 |
| SNDK | SANDISK CORP | $253.52万 | 0.22% | 1,115 | 1,115 | — | $253.52万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $257.75万 | 0.22% | 2,671 | -8,163 | -75.3% | -$787.73万 | 重新持有 |
| CRBG | COREBRIDGE FINL INC | $268.90万 | 0.23% | 93,924 | 93,924 | — | $268.90万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $278.09万 | 0.24% | 19,555 | 10,442 | 114.6% | $148.50万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $309.11万 | 0.27% | 52,410 | 34,165 | 187.3% | $201.51万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $529.54万 | 0.46% | 120,268 | 115,213 | 2,279.2% | $507.28万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $598.50万 | 0.51% | 32,311 | -28,459 | -46.8% | -$527.15万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $610.57万 | 0.52% | 8,681 | 8,256 | 1,942.6% | $580.68万 | 加仓 |
| GLD | SPDR GOLD TR | $648.09万 | 0.56% | 17,593 | 651 | 3.8% | $23.98万 | 加仓 |
| EFAV | ISHARES TR | $649.11万 | 0.56% | 74,006 | 5,425 | 7.9% | $47.58万 | 加仓 |
| LQD | ISHARES TR | $651.09万 | 0.56% | 59,695 | 56,310 | 1,663.5% | $614.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $660.83万 | 0.57% | 30,323 | -5,270 | -14.8% | -$114.85万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $661.70万 | 0.57% | 122,491 | 6,761 | 5.8% | $36.52万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $665.19万 | 0.57% | 178,527 | 12,622 | 7.6% | $47.03万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $685.08万 | 0.59% | 66,480 | -1,485 | -2.2% | -$15.30万 | 减仓 |
| IWD | ISHARES TR | $689.42万 | 0.59% | 28,438 | 39 | 0.1% | $9,455 | 加仓 |