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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $605.32万 | 0.54% | 58,525 | -45,680 | -43.8% | -$472.47万 | 重新持有 |
| IWD | ISHARES TR | $606.80万 | 0.54% | 28,399 | 28,399 | — | $606.80万 | 新建仓 |
| TLT | ISHARES TR | $609.00万 | 0.54% | 70,250 | 65,825 | 1,487.6% | $570.64万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $609.47万 | 0.54% | 124,560 | -465 | -0.4% | -$2.28万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $610.55万 | 0.54% | 123,070 | 123,070 | — | $610.55万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $610.82万 | 0.54% | 115,730 | -910 | -0.8% | -$4.80万 | 减仓 |
| EFAV | ISHARES TR | $626.62万 | 0.56% | 68,581 | -185 | -0.3% | -$1.69万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $656.47万 | 0.58% | 183,475 | -640 | -0.3% | -$2.29万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $678.70万 | 0.60% | 67,965 | -545 | -0.8% | -$5.44万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $698.33万 | 0.62% | 35,593 | 30,865 | 652.8% | $605.57万 | 加仓 |
| GLD | SPDR GOLD TR | $729.00万 | 0.65% | 16,942 | -3,173 | -15.8% | -$136.53万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $739.83万 | 0.66% | 161,218 | 37,874 | 30.7% | $173.80万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $869.18万 | 0.77% | 205,869 | 205,869 | — | $869.18万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $961.81万 | 0.86% | 192,477 | -158,360 | -45.1% | -$791.32万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,436.04万 | 1.28% | 82,989 | -30,431 | -26.8% | -$526.58万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,447.88万 | 1.29% | 98,757 | -6,876 | -6.5% | -$100.81万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,516.84万 | 1.35% | 185,026 | -16,041 | -8.0% | -$131.50万 | 减仓 |
| EMB | ISHARES TR | $2,068.80万 | 1.84% | 220,249 | 107,719 | 95.7% | $1,011.80万 | 加仓 |
| CWB | SPDR SERIES TRUST | $2,106.28万 | 1.88% | 230,144 | 96,844 | 72.7% | $886.32万 | 加仓 |
| IEF | ISHARES TR | $2,168.43万 | 1.93% | 227,204 | 111,014 | 95.5% | $1,059.52万 | 加仓 |
| MBB | ISHARES TR | $2,210.62万 | 1.97% | 232,819 | 116,254 | 99.7% | $1,103.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,310.97万 | 2.06% | 313,820 | 113,380 | 56.6% | $834.93万 | 加仓 |
| TLH | ISHARES TR | $2,671.29万 | 2.38% | 265,219 | 147,654 | 125.6% | $1,487.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,019.09万 | 3.58% | 521,214 | -5,789 | -1.1% | -$44.64万 | 减仓 |
| TBFC | ETF SER SOLUTIONS | $3.41亿 | 30.32% | 12,136,996 | -127,281 | -1.0% | -$357.15万 | 减仓 |
| TBFG | ETF SER SOLUTIONS | $3.56亿 | 31.65% | 11,911,928 | -468,431 | -3.8% | -$1,397.99万 | 减仓 |