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 |
|---|---|---|---|---|---|---|---|---|
| TBFG | ETF SER SOLUTIONS | $3.56亿 | 31.65% | 11,911,928 | -468,431 | -3.8% | -$1,397.99万 | 减仓 |
| TBFC | ETF SER SOLUTIONS | $3.41亿 | 30.32% | 12,136,996 | -127,281 | -1.0% | -$357.15万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,019.09万 | 3.58% | 521,214 | -5,789 | -1.1% | -$44.64万 | 减仓 |
| TLH | ISHARES TR | $2,671.29万 | 2.38% | 265,219 | 147,654 | 125.6% | $1,487.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,310.97万 | 2.06% | 313,820 | 113,380 | 56.6% | $834.93万 | 加仓 |
| MBB | ISHARES TR | $2,210.62万 | 1.97% | 232,819 | 116,254 | 99.7% | $1,103.83万 | 加仓 |
| IEF | ISHARES TR | $2,168.43万 | 1.93% | 227,204 | 111,014 | 95.5% | $1,059.52万 | 加仓 |
| CWB | SPDR SERIES TRUST | $2,106.28万 | 1.88% | 230,144 | 96,844 | 72.7% | $886.32万 | 加仓 |
| EMB | ISHARES TR | $2,068.80万 | 1.84% | 220,249 | 107,719 | 95.7% | $1,011.80万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,516.84万 | 1.35% | 185,026 | -16,041 | -8.0% | -$131.50万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,447.88万 | 1.29% | 98,757 | -6,876 | -6.5% | -$100.81万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,436.04万 | 1.28% | 82,989 | -30,431 | -26.8% | -$526.58万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $961.81万 | 0.86% | 192,477 | -158,360 | -45.1% | -$791.32万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $869.18万 | 0.77% | 205,869 | 205,869 | — | $869.18万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $739.83万 | 0.66% | 161,218 | 37,874 | 30.7% | $173.80万 | 加仓 |
| GLD | SPDR GOLD TR | $729.00万 | 0.65% | 16,942 | -3,173 | -15.8% | -$136.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $698.33万 | 0.62% | 35,593 | 30,865 | 652.8% | $605.57万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $678.70万 | 0.60% | 67,965 | -545 | -0.8% | -$5.44万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $656.47万 | 0.58% | 183,475 | -640 | -0.3% | -$2.29万 | 减仓 |
| EFAV | ISHARES TR | $626.62万 | 0.56% | 68,581 | -185 | -0.3% | -$1.69万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $610.82万 | 0.54% | 115,730 | -910 | -0.8% | -$4.80万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $610.55万 | 0.54% | 123,070 | 123,070 | — | $610.55万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $609.47万 | 0.54% | 124,560 | -465 | -0.4% | -$2.28万 | 减仓 |
| TLT | ISHARES TR | $609.00万 | 0.54% | 70,250 | 65,825 | 1,487.6% | $570.64万 | 加仓 |
| IWD | ISHARES TR | $606.80万 | 0.54% | 28,399 | 28,399 | — | $606.80万 | 新建仓 |
| STIP | ISHARES TR | $605.32万 | 0.54% | 58,525 | -45,680 | -43.8% | -$472.47万 | 重新持有 |
| TIP | ISHARES TR | $602.07万 | 0.54% | 54,555 | -42,190 | -43.6% | -$465.61万 | 重新持有 |
| DFIC | DIMENSIONAL ETF TRUST | $589.46万 | 0.52% | 165,905 | -550 | -0.3% | -$1.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $583.25万 | 0.52% | 65,755 | 65,755 | — | $583.25万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $551.57万 | 0.49% | 49,754 | -33,467 | -40.2% | -$371.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $533.86万 | 0.48% | 40,170 | -67,405 | -62.7% | -$895.81万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $523.87万 | 0.47% | 48,070 | -37,540 | -43.9% | -$409.11万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $344.65万 | 0.31% | 56,260 | 14,840 | 35.8% | $90.91万 | 加仓 |
| CIEN | CIENA CORP | $293.58万 | 0.26% | 7,562 | -11,236 | -59.8% | -$436.22万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $278.81万 | 0.25% | 47,200 | -25,775 | -35.3% | -$152.25万 | 减仓 |
| APA | APA CORPORATION | $237.18万 | 0.21% | 55,887 | 55,887 | — | $237.18万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $204.62万 | 0.18% | 22,708 | 22,708 | — | $204.62万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $202.87万 | 0.18% | 7,500 | -18,087 | -70.7% | -$489.24万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $200.14万 | 0.18% | 24,186 | 6,400 | 36.0% | $52.96万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $199.79万 | 0.18% | 2,843 | -8,657 | -75.3% | -$608.38万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $196.73万 | 0.18% | 9,113 | -4,881 | -34.9% | -$105.37万 | 重新持有 |
| OVV | OVINTIV INC | $196.67万 | 0.18% | 33,132 | -41,280 | -55.5% | -$245.04万 | 减仓 |
| AGNC | AGNC INVT CORP | $195.68万 | 0.17% | 195,095 | 195,095 | — | $195.68万 | 新建仓 |
| CI | THE CIGNA GROUP | $194.41万 | 0.17% | 7,288 | -6,390 | -46.7% | -$170.45万 | 减仓 |
| FIX | COMFORT SYS USA INC | $192.09万 | 0.17% | 1,393 | -3,525 | -71.7% | -$486.09万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $190.23万 | 0.17% | 89,945 | 89,945 | — | $190.23万 | 新建仓 |
| NWS | NEWS CORP NEW | $189.33万 | 0.17% | 66,409 | 66,409 | — | $189.33万 | 新建仓 |
| EIX | EDISON INTL | $185.62万 | 0.17% | 25,365 | -39,058 | -60.6% | -$285.83万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $184.32万 | 0.16% | 64,200 | -25,300 | -28.3% | -$72.64万 | 减仓 |
| GM | GENERAL MTRS CO | $181.87万 | 0.16% | 24,412 | -50,548 | -67.4% | -$376.58万 | 减仓 |
| HPQ | HP INC | $179.19万 | 0.16% | 93,277 | 93,277 | — | $179.19万 | 新建仓 |
| TER | TERADYNE INC | $178.82万 | 0.16% | 6,032 | 6,032 | — | $178.82万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $177.82万 | 0.16% | 26,143 | 26,143 | — | $177.82万 | 新建仓 |
| COHR | COHERENT CORP | $177.18万 | 0.16% | 7,438 | -13,010 | -63.6% | -$309.91万 | 减仓 |
| ALL | ALLSTATE CORP | $175.76万 | 0.16% | 8,477 | 8,477 | — | $175.76万 | 新建仓 |
| MET | METLIFE INC | $175.03万 | 0.16% | 24,750 | 24,750 | — | $175.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $172.40万 | 0.15% | 5,103 | -7,417 | -59.2% | -$250.58万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $168.80万 | 0.15% | 45,487 | 45,487 | — | $168.80万 | 新建仓 |
| EG | EVEREST GROUP LTD | $167.84万 | 0.15% | 5,135 | 5,135 | — | $167.84万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $166.27万 | 0.15% | 5,594 | -4,885 | -46.6% | -$145.20万 | 减仓 |
| SHV | ISHARES TR | $151.23万 | 0.13% | 13,700 | -57,720 | -80.8% | -$637.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $113.20万 | 0.10% | 17,665 | 17,665 | — | $113.20万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $112.07万 | 0.10% | 19,145 | -128,387 | -87.0% | -$751.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $111.58万 | 0.10% | 3,477 | -38,009 | -91.6% | -$1,219.71万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $108.65万 | 0.10% | 18,245 | 18,245 | — | $108.65万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $105.97万 | 0.09% | 13,515 | -91,796 | -87.2% | -$719.77万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $105.74万 | 0.09% | 13,814 | 606 | 4.6% | $4.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $86.50万 | 0.08% | 4,960 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $83.90万 | 0.07% | 5,665 | 3,080 | 119.1% | $45.61万 | 加仓 |
| IJH | ISHARES TR | $76.04万 | 0.07% | 11,260 | 11,260 | — | $76.04万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $74.88万 | 0.07% | 14,990 | 14,990 | — | $74.88万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $71.27万 | 0.06% | 23,640 | 11,790 | 99.5% | $35.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $64.24万 | 0.06% | 13,295 | 13,295 | — | $64.24万 | 新建仓 |
| EMXC | ISHARES INC | $60.76万 | 0.05% | 7,725 | 215 | 2.9% | $1.69万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $60.16万 | 0.05% | 7,795 | -4,705 | -37.6% | -$36.31万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $59.94万 | 0.05% | 11,090 | -690 | -5.9% | -$3.73万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $51.67万 | 0.05% | 9,335 | 9,335 | — | $51.67万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.03万 | 0.04% | 4,195 | 4,195 | — | $47.03万 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC | $46.89万 | 0.04% | 11,385 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $42.12万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $41.79万 | 0.04% | 9,185 | 9,185 | — | $41.79万 | 新建仓 |
| EVUS | ISHARES TR | $41.56万 | 0.04% | 13,055 | 13,055 | — | $41.56万 | 新建仓 |
| HYLB | DBX ETF TR | $38.84万 | 0.03% | 10,740 | 10,740 | — | $38.84万 | 新建仓 |
| HYG | ISHARES TR | $38.59万 | 0.03% | 4,850 | 2,175 | 81.3% | $17.30万 | 加仓 |
| LQD | ISHARES TR | $36.89万 | 0.03% | 3,385 | 3,385 | — | $36.89万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $34.05万 | 0.03% | 590 | -11,690 | -95.2% | -$674.72万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $33.01万 | 0.03% | 6,945 | 6,945 | — | $33.01万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $32.94万 | 0.03% | 4,645 | 4,645 | — | $32.94万 | 新建仓 |
| USMV | ISHARES TR | $31.53万 | 0.03% | 3,400 | 3,400 | — | $31.53万 | 新建仓 |
| COPX | GLOBAL X FDS | $29.01万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.21万 | 0.02% | 425 | 425 | — | $26.21万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.81万 | 0.02% | 14,325 | -14,595 | -50.5% | -$25.28万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $22.65万 | 0.02% | 3,825 | -1,035 | -21.3% | -$6.13万 | 减仓 |
| IWF | ISHARES TR | $22.43万 | 0.02% | 526 | -13,230 | -96.2% | -$564.19万 | 减仓 |
| GOOGL | ALPHABET INC | $22.43万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $20.58万 | 0.02% | 1,455 | -2,245 | -60.7% | -$31.75万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.21万 | 0.02% | 2,145 | 2,145 | — | $20.21万 | 新建仓 |
| 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 |