Betterment LLC
NEW YORK NY · SEC CIK 0001633901
$591.25亿2026Q2 申报市值
675持仓数
67.3%前十大占比 · 第一大 16.7%
71 / 16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
JCPB 加仓+$10.41亿
SPYM 加仓+$5.50亿
MUB 加仓+$1.57亿
VWOB 加仓+$1.22亿
VEA 加仓+$5,674.17万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$8.20亿
VTI 减仓-$2.15亿
SPMD 减仓-$9,009.29万
EMB 减仓-$7,652.42万
VOE 减仓-$4,644.69万
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 |
|---|---|---|---|---|---|---|---|---|
| BITQ | Bitwise Investment Managers | $28.60万 | 0.00% | 11,657 | -3,105 | -21.0% | -$7.62万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.60万 | 0.00% | 3,967 | 3,967 | — | $28.60万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $28.60万 | 0.00% | 2,553 | 2,553 | — | $28.60万 | 新建仓 |
| IBDW | ISHARES TR | $28.70万 | 0.00% | 13,764 | 2,248 | 19.5% | $4.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.00万 | 0.00% | 697 | -132 | -15.9% | -$5.49万 | 减仓 |
| HODL | Vaneck Digital Assets LLC | $29.10万 | 0.00% | 17,535 | 92 | 0.5% | $1,527 | 加仓 |
| HELO | JP Morgan Investment Management Inc | $29.40万 | 0.00% | 4,353 | 752 | 20.9% | $5.08万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $29.40万 | 0.00% | 3,578 | 489 | 15.8% | $4.02万 | 加仓 |
| RMBS | RAMBUS INC DEL | $30.00万 | 0.00% | 2,258 | 2,258 | — | $30.00万 | 新建仓 |
| NOBL | ProShares | $30.10万 | 0.00% | 5,358 | -14 | -0.3% | -$786 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.30万 | 0.00% | 700 | 700 | — | $30.30万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $30.40万 | 0.00% | 21,481 | -2,209 | -9.3% | -$3.13万 | 减仓 |
| — | EA Series Trust | $30.60万 | 0.00% | 7,070 | 840 | 13.5% | $3.64万 | 加仓 |
| USMV | iShares | $30.60万 | 0.00% | 3,175 | 152 | 5.0% | $1.46万 | 加仓 |
| CHAT | TIDAL TRUST II | $30.70万 | 0.00% | 3,113 | 3,113 | — | $30.70万 | 新建仓 |
| HEQT | Simplify Asset Management Inc | $30.80万 | 0.00% | 9,184 | -23 | -0.2% | -$771 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $30.90万 | 0.00% | 1,706 | 551 | 47.7% | $9.98万 | 加仓 |
| MSTR | STRATEGY INC | $31.00万 | 0.00% | 3,561 | 3,561 | — | $31.00万 | 新建仓 |
| LIT | Global X Funds | $31.50万 | 0.00% | 4,019 | -1,164 | -22.5% | -$9.12万 | 减仓 |
| IGM | iShares | $31.50万 | 0.00% | 1,925 | -575 | -23.0% | -$9.41万 | 减仓 |
| VFH | VANGUARD WORLD FDS | $31.50万 | 0.00% | 2,396 | 185 | 8.4% | $2.43万 | 加仓 |
| — | EA SERIES TRUST | $31.60万 | 0.00% | 7,950 | 1,566 | 24.5% | $6.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.20万 | 0.00% | 3,496 | -97 | -2.7% | -$8,934 | 减仓 |
| IGV | ISHARES TR | $32.30万 | 0.00% | 3,566 | 480 | 15.6% | $4.35万 | 加仓 |
| GLW | CORNING INC | $32.30万 | 0.00% | 1,263 | 1,263 | — | $32.30万 | 新建仓 |
| HEFA | iShares | $32.60万 | 0.00% | 6,952 | 1,883 | 37.1% | $8.83万 | 加仓 |
| INTU | INTUIT | $32.80万 | 0.00% | 1,256 | 348 | 38.3% | $9.09万 | 加仓 |
| FXL | First Trust | $33.00万 | 0.00% | 1,517 | 1 | 0.1% | $218 | 加仓 |
| — | EA SERIES TRUST | $33.10万 | 0.00% | 5,993 | 1,609 | 36.7% | $8.89万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $33.10万 | 0.00% | 4,338 | 4,338 | — | $33.10万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $33.30万 | 0.00% | 3,795 | 3,795 | — | $33.30万 | 新建仓 |
| — | Clockwise Capital LLC | $33.40万 | 0.00% | 12,519 | 2,310 | 22.6% | $6.16万 | 加仓 |
| DIS | N/A | $33.80万 | 0.00% | 3,508 | 187 | 5.6% | $1.80万 | 加仓 |
| TOTL | SPDR State Street Global Advisors | $34.20万 | 0.00% | 8,661 | 1,729 | 24.9% | $6.83万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $34.30万 | 0.00% | 1,710 | -10 | -0.6% | -$2,006 | 减仓 |
| IBDS | ISHARES TR | $34.40万 | 0.00% | 14,214 | 1,761 | 14.1% | $4.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.50万 | 0.00% | 677 | 27 | 4.2% | $1.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.60万 | 0.00% | 2,085 | -76 | -3.5% | -$1.26万 | 减仓 |
| XSMO | Invesco | $34.80万 | 0.00% | 3,716 | -2,559 | -40.8% | -$23.96万 | 减仓 |
| CRM | SALESFORCE INC | $35.10万 | 0.00% | 2,238 | 759 | 51.3% | $11.90万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $35.10万 | 0.00% | 1,228 | 1,228 | — | $35.10万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $35.10万 | 0.00% | 1,049 | 1,049 | — | $35.10万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $35.50万 | 0.00% | 2,635 | 829 | 45.9% | $11.17万 | 重新持有 |
| SPHB | Invesco | $35.60万 | 0.00% | 2,285 | -84 | -3.5% | -$1.31万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $35.90万 | 0.00% | 832 | 832 | — | $35.90万 | 新建仓 |
| GPIX | Goldman Sachs Asset Management LP | $36.00万 | 0.00% | 6,484 | 984 | 17.9% | $5.46万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $36.20万 | 0.00% | 7,926 | 7,926 | — | $36.20万 | 新建仓 |
| KLAC | KLA CORP | $36.20万 | 0.00% | 1,200 | 1,200 | — | $36.20万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $36.70万 | 0.00% | 7,363 | 7,363 | — | $36.70万 | 新建仓 |
| WMB | WILLIAMS COS INC | $37.00万 | 0.00% | 4,977 | 498 | 11.1% | $3.70万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $37.10万 | 0.00% | 23,345 | 10,265 | 78.5% | $16.31万 | 加仓 |
| VTEC | Vanguard Group Inc/The | $37.30万 | 0.00% | 3,705 | -124 | -3.2% | -$1.25万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD | $38.10万 | 0.00% | 3,372 | 223 | 7.1% | $2.52万 | 加仓 |
| HDV | ISHARES TR | $38.30万 | 0.00% | 13,987 | 152 | 1.1% | $4,162 | 加仓 |
| MGV | Vanguard | $38.30万 | 0.00% | 2,342 | 217 | 10.2% | $3.55万 | 加仓 |
| FLTR | Van Eck | $38.50万 | 0.00% | 15,015 | 159 | 1.1% | $4,077 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $39.30万 | 0.00% | 4,440 | -74 | -1.6% | -$6,550 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $39.30万 | 0.00% | 5,125 | 5,125 | — | $39.30万 | 新建仓 |
| PXF | Invesco | $39.70万 | 0.00% | 5,249 | -96 | -1.8% | -$7,261 | 减仓 |
| ELCV | Eventide Asset Management LLC | $39.70万 | 0.00% | 12,085 | 831 | 7.4% | $2.73万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $39.80万 | 0.00% | 2,406 | 2,406 | — | $39.80万 | 新建仓 |
| FIIG | First Trust Advisors LP | $40.70万 | 0.00% | 19,640 | 3,573 | 22.2% | $7.40万 | 加仓 |
| MLPX | GLOBAL X FDS | $40.70万 | 0.00% | 5,530 | 5,530 | — | $40.70万 | 新建仓 |
| FTSL | First Trust | $41.00万 | 0.00% | 9,164 | -240 | -2.6% | -$1.07万 | 减仓 |
| ROST | ROSS STORES INC | $41.00万 | 0.00% | 1,928 | 10 | 0.5% | $2,127 | 加仓 |
| — | FIDELITY ETHEREUM FD | $41.00万 | 0.00% | 26,055 | 9,953 | 61.8% | $15.66万 | 加仓 |
| SPHY | SPDR State Street Global Advisors | $41.10万 | 0.00% | 17,543 | 1,794 | 11.4% | $4.20万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $41.20万 | 0.00% | 5,577 | 5,577 | — | $41.20万 | 新建仓 |
| USIG | ISHARES TR | $41.50万 | 0.00% | 8,084 | -353,732 | -97.8% | -$1,815.92万 | 减仓 |
| FIDU | Fidelity Investments | $41.50万 | 0.00% | 4,168 | 338 | 8.8% | $3.37万 | 加仓 |
| JSTC | TIDAL TRUST I | $41.60万 | 0.00% | 18,186 | 157 | 0.9% | $3,591 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $41.60万 | 0.00% | 4,399 | 4,399 | — | $41.60万 | 新建仓 |
| IMTB | ISHARES TR | $42.00万 | 0.00% | 9,641 | 2,987 | 44.9% | $13.01万 | 加仓 |
| DMXF | iShares | $42.10万 | 0.00% | 4,973 | -1,662 | -25.0% | -$14.07万 | 减仓 |
| — | EA SERIES TRUST | $42.20万 | 0.00% | 11,141 | 2,662 | 31.4% | $10.08万 | 加仓 |
| ACGL | Arch Capital Group Ltd | $42.40万 | 0.00% | 4,371 | 11 | 0.3% | $1,067 | 加仓 |
| FTEC | Fidelity Investments | $42.80万 | 0.00% | 1,498 | -37 | -2.4% | -$1.06万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED | $43.70万 | 0.00% | 9,044 | 606 | 7.2% | $2.93万 | 加仓 |
| IJT | iShares | $43.90万 | 0.00% | 2,459 | 233 | 10.5% | $4.16万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $44.20万 | 0.00% | 19,537 | 6,345 | 48.1% | $14.35万 | 加仓 |
| PAAA | PGIM ETF TR | $44.30万 | 0.00% | 8,648 | 8,648 | — | $44.30万 | 新建仓 |
| MUNI | PIMCO | $44.60万 | 0.00% | 8,479 | 536 | 6.7% | $2.82万 | 加仓 |
| V | VISA INC | $44.60万 | 0.00% | 1,301 | 136 | 11.7% | $4.66万 | 加仓 |
| IGLB | ISHARES TR | $44.80万 | 0.00% | 8,952 | -281,878 | -96.9% | -$1,410.65万 | 减仓 |
| IYW | iShares | $44.80万 | 0.00% | 1,776 | 4 | 0.2% | $1,009 | 加仓 |
| OEF | iShares | $45.30万 | 0.00% | 1,238 | -52 | -4.0% | -$1.90万 | 减仓 |
| RKLB | Rocket Lab Corp | $45.40万 | 0.00% | 4,464 | -9,844 | -68.8% | -$100.12万 | 减仓 |
| ARKK | Ark ETF Trust | $45.70万 | 0.00% | 5,660 | 374 | 7.1% | $3.02万 | 加仓 |
| CWI | SPDR State Street Global Advisors | $45.90万 | 0.00% | 11,279 | -897 | -7.4% | -$3.65万 | 减仓 |
| GNMA | iShares | $45.90万 | 0.00% | 10,367 | 758 | 7.9% | $3.36万 | 加仓 |
| GII | SPDR State Street Global Advisors | $45.90万 | 0.00% | 6,060 | 722 | 13.5% | $5.47万 | 加仓 |
| NOW | SERVICENOW INC | $45.90万 | 0.00% | 4,624 | 4,624 | — | $45.90万 | 新建仓 |
| VHT | Vanguard | $46.20万 | 0.00% | 1,546 | 83 | 5.7% | $2.48万 | 加仓 |
| TJX | TJX COS INC NEW | $46.70万 | 0.00% | 3,085 | 186 | 6.4% | $2.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $46.70万 | 0.00% | 646 | 646 | — | $46.70万 | 新建仓 |
| VDC | Vanguard | $47.50万 | 0.00% | 2,108 | 379 | 21.9% | $8.54万 | 加仓 |
| TLT | ISHARES TR | $47.70万 | 0.00% | 5,521 | -109,544 | -95.2% | -$946.43万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $47.80万 | 0.00% | 7,617 | 411 | 5.7% | $2.58万 | 加仓 |
| IEO | ISHARES TR | $47.90万 | 0.00% | 4,358 | 1,763 | 67.9% | $19.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.00万 | 0.00% | 1,706 | 958 | 128.1% | $26.95万 | 重新持有 |