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 |
|---|---|---|---|---|---|---|---|---|
| TBFG | ETF SER SOLUTIONS | $3.82亿 | 32.81% | 11,639,514 | -272,414 | -2.3% | -$893.59万 | 减仓 |
| TBFC | ETF SER SOLUTIONS | $3.59亿 | 30.86% | 12,176,875 | 39,879 | 0.3% | $117.60万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,531.75万 | 2.18% | 296,146 | -225,068 | -43.2% | -$1,924.11万 | 减仓 |
| CWB | SPDR SERIES TRUST | $2,221.04万 | 1.91% | 205,995 | -24,149 | -10.5% | -$260.37万 | 减仓 |
| EMB | ISHARES TR | $2,202.93万 | 1.89% | 228,425 | 8,176 | 3.7% | $78.85万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $2,134.40万 | 1.83% | 877,991 | 877,991 | — | $2,134.40万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2,133.92万 | 1.83% | 1,047,578 | 1,047,578 | — | $2,133.92万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $2,122.06万 | 1.82% | 231,565 | 231,565 | — | $2,122.06万 | 新建仓 |
| STIP | ISHARES TR | $2,095.20万 | 1.80% | 205,090 | 146,565 | 250.4% | $1,497.31万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,380.25万 | 1.19% | 271,543 | 79,066 | 41.1% | $401.89万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,366.03万 | 1.17% | 164,443 | -20,583 | -11.1% | -$170.98万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,053.00万 | 0.90% | 70,139 | -12,850 | -15.5% | -$192.92万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $957.56万 | 0.82% | 60,353 | -38,404 | -38.9% | -$609.32万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $923.97万 | 0.79% | 172,350 | 83,715 | 94.4% | $448.80万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $859.94万 | 0.74% | 117,143 | -196,677 | -62.7% | -$1,443.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $797.90万 | 0.69% | 92,628 | 78,437 | 552.7% | $675.66万 | 重新持有 |
| HYLB | DBX ETF TR | $780.89万 | 0.67% | 213,826 | 203,086 | 1,890.9% | $741.67万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $761.83万 | 0.65% | 132,101 | 118,806 | 893.6% | $685.15万 | 加仓 |
| IJH | ISHARES TR | $759.33万 | 0.65% | 98,473 | 87,213 | 774.5% | $672.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $750.27万 | 0.64% | 39,380 | -790 | -2.0% | -$15.05万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $747.06万 | 0.64% | 175,090 | -8,385 | -4.6% | -$35.78万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $694.62万 | 0.60% | 131,656 | 7,096 | 5.7% | $37.44万 | 加仓 |
| IWD | ISHARES TR | $689.42万 | 0.59% | 28,438 | 39 | 0.1% | $9,455 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $685.08万 | 0.59% | 66,480 | -1,485 | -2.2% | -$15.30万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $665.19万 | 0.57% | 178,527 | 12,622 | 7.6% | $47.03万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $661.70万 | 0.57% | 122,491 | 6,761 | 5.8% | $36.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $660.83万 | 0.57% | 30,323 | -5,270 | -14.8% | -$114.85万 | 减仓 |
| LQD | ISHARES TR | $651.09万 | 0.56% | 59,695 | 56,310 | 1,663.5% | $614.17万 | 加仓 |
| EFAV | ISHARES TR | $649.11万 | 0.56% | 74,006 | 5,425 | 7.9% | $47.58万 | 加仓 |
| GLD | SPDR GOLD TR | $648.09万 | 0.56% | 17,593 | 651 | 3.8% | $23.98万 | 加仓 |
| 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 |
| XLI | SELECT SECTOR SPDR TR | $598.50万 | 0.51% | 32,311 | -28,459 | -46.8% | -$527.15万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $529.54万 | 0.46% | 120,268 | 115,213 | 2,279.2% | $507.28万 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $309.11万 | 0.27% | 52,410 | 34,165 | 187.3% | $201.51万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $278.09万 | 0.24% | 19,555 | 10,442 | 114.6% | $148.50万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $268.90万 | 0.23% | 93,924 | 93,924 | — | $268.90万 | 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 |
| SNDK | SANDISK CORP | $253.52万 | 0.22% | 1,115 | 1,115 | — | $253.52万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $253.18万 | 0.22% | 8,364 | 8,364 | — | $253.18万 | 新建仓 |
| AES | AES CORP | $248.91万 | 0.21% | 169,790 | 169,790 | — | $248.91万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $240.44万 | 0.21% | 107,532 | 17,587 | 19.6% | $39.32万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $237.56万 | 0.20% | 22,041 | -667 | -2.9% | -$7.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $236.40万 | 0.20% | 2,048 | -3,055 | -59.9% | -$352.64万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $232.04万 | 0.20% | 43,690 | -12,570 | -22.3% | -$66.76万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $226.60万 | 0.19% | 51,641 | 6,154 | 13.5% | $27.00万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $226.43万 | 0.19% | 3,545 | -3,955 | -52.7% | -$252.61万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $221.08万 | 0.19% | 24,244 | 24,244 | — | $221.08万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $209.70万 | 0.18% | 21,605 | 21,605 | — | $209.70万 | 新建仓 |
| MET | METLIFE INC | $202.34万 | 0.17% | 23,915 | -835 | -3.4% | -$7.06万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $199.07万 | 0.17% | 51,202 | 51,202 | — | $199.07万 | 新建仓 |
| CI | THE CIGNA GROUP | $197.19万 | 0.17% | 7,153 | -135 | -1.9% | -$3.72万 | 减仓 |
| ALL | ALLSTATE CORP | $194.02万 | 0.17% | 8,154 | -323 | -3.8% | -$7.69万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $192.00万 | 0.17% | 25,246 | -897 | -3.4% | -$6.82万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $188.15万 | 0.16% | 22,765 | -1,421 | -5.9% | -$11.74万 | 减仓 |
| EG | EVEREST GROUP LTD | $185.69万 | 0.16% | 5,198 | 63 | 1.2% | $2.25万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $183.01万 | 0.16% | 5,775 | 181 | 3.2% | $5.74万 | 加仓 |
| OVV | OVINTIV INC | $182.37万 | 0.16% | 34,638 | 1,506 | 4.5% | $7.93万 | 加仓 |
| NWS | NEWS CORP NEW | $179.74万 | 0.15% | 64,056 | -2,353 | -3.5% | -$6.60万 | 减仓 |
| GM | GENERAL MTRS CO | $175.53万 | 0.15% | 22,773 | -1,639 | -6.7% | -$12.63万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $175.39万 | 0.15% | 2,044 | -799 | -28.1% | -$68.56万 | 减仓 |
| CIEN | CIENA CORP | $168.85万 | 0.15% | 3,442 | -4,120 | -54.5% | -$202.11万 | 减仓 |
| SHV | ISHARES TR | $131.37万 | 0.11% | 11,905 | -1,795 | -13.1% | -$19.81万 | 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 |
| SPYM | SPDR SERIES TRUST | $120.09万 | 0.10% | 13,666 | -148 | -1.1% | -$1.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $100.67万 | 0.09% | 2,721 | -756 | -21.7% | -$27.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $99.24万 | 0.09% | 4,960 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $90.45万 | 0.08% | 16,392 | 7,057 | 75.6% | $38.94万 | 加仓 |
| MBB | ISHARES TR | $89.65万 | 0.08% | 9,485 | -223,334 | -95.9% | -$2,110.95万 | 减仓 |
| HYG | ISHARES TR | $77.45万 | 0.07% | 9,685 | 4,835 | 99.7% | $38.67万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $75.27万 | 0.06% | 14,985 | -5 | -0.0% | -$251 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $72.61万 | 0.06% | 4,495 | 300 | 7.2% | $4.85万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $59.74万 | 0.05% | 19,515 | -4,125 | -17.4% | -$12.63万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $59.30万 | 0.05% | 10,975 | 4,030 | 58.0% | $21.77万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $54.75万 | 0.05% | 11,385 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $53.91万 | 0.05% | 5,270 | -2,455 | -31.8% | -$25.11万 | 减仓 |
| PFE | PFIZER INC | $52.98万 | 0.05% | 22,000 | 7,000 | 46.7% | $16.86万 | 加仓 |
| 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 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.78万 | 0.04% | 9,595 | -113,475 | -92.2% | -$576.91万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $46.81万 | 0.04% | 1,280 | 1,280 | — | $46.81万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $46.52万 | 0.04% | 6,885 | 3,060 | 80.0% | $20.67万 | 加仓 |
| XJH | ISHARES TR | $46.02万 | 0.04% | 8,825 | 8,825 | — | $46.02万 | 新建仓 |
| NULG | NUSHARES ETF TR | $45.95万 | 0.04% | 3,925 | -1,035 | -20.9% | -$12.12万 | 重新持有 |
| NULV | NUSHARES ETF TR | $44.14万 | 0.04% | 8,830 | -355 | -3.9% | -$1.77万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $37.25万 | 0.03% | 3,793 | 1,648 | 76.8% | $16.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.70万 | 0.03% | 4,730 | -12,935 | -73.2% | -$92.16万 | 减仓 |
| COPX | GLOBAL X FDS | $29.25万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.87万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $23.66万 | 0.02% | 4,230 | 4,230 | — | $23.66万 | 新建仓 |
| — | ISHARES TR | $21.61万 | 0.02% | 4,625 | 4,625 | — | $21.61万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.35万 | 0.02% | 178 | 178 | — | $21.35万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $20.24万 | 0.02% | 3,225 | 3,225 | — | $20.24万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $20.00万 | 0.02% | 5,913 | 5,913 | — | $20.00万 | 新建仓 |
| 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 |