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 |
|---|---|---|---|---|---|---|---|---|
| EEMV | ISHARES | $82.40万 | 0.00% | 10,945 | -422 | -3.7% | -$3.18万 | 减仓 |
| VONE | Vanguard | $82.70万 | 0.00% | 2,441 | -76 | -3.0% | -$2.57万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $82.70万 | 0.00% | 32,957 | 8,359 | 34.0% | $20.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $83.50万 | 0.00% | 2,550 | 194 | 8.2% | $6.35万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $83.50万 | 0.00% | 42,675 | 6,392 | 17.6% | $12.51万 | 加仓 |
| RLY | SPDR State Street Global Advisors | $83.60万 | 0.00% | 24,235 | 2,469 | 11.3% | $8.52万 | 加仓 |
| MDY | SPDR | $84.00万 | 0.00% | 1,194 | 355 | 42.3% | $24.97万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $84.60万 | 0.00% | 17,511 | 1,402 | 8.7% | $6.77万 | 加仓 |
| IVOG | Vanguard | $84.70万 | 0.00% | 5,792 | -608 | -9.5% | -$8.89万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $84.70万 | 0.00% | 48,803 | 20,194 | 70.6% | $35.05万 | 加仓 |
| PTF | Invesco | $85.00万 | 0.00% | 6,238 | -715 | -10.3% | -$9.74万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $85.50万 | 0.00% | 1,338 | -1,047 | -43.9% | -$66.90万 | 减仓 |
| ILDR | First Trust Advisors LP | $85.70万 | 0.00% | 21,837 | 2,100 | 10.6% | $8.24万 | 加仓 |
| CGMU | Capital Research and Management Co | $87.20万 | 0.00% | 31,754 | 1,987 | 6.7% | $5.46万 | 加仓 |
| PLTR | Palantir Technologies Inc | $88.40万 | 0.00% | 7,577 | 2,191 | 40.7% | $25.56万 | 加仓 |
| XLI | SPDR State Street Global Advisors | $88.40万 | 0.00% | 4,772 | 1,209 | 33.9% | $22.40万 | 加仓 |
| DFUV | Dimensional Fund Advisors LP | $89.20万 | 0.00% | 16,214 | -492 | -2.9% | -$2.71万 | 减仓 |
| SPHQ | Invesco | $89.20万 | 0.00% | 9,902 | 556 | 5.9% | $5.01万 | 加仓 |
| SMMD | ISHARES TR | $89.20万 | 0.00% | 9,731 | 4,648 | 91.4% | $42.61万 | 加仓 |
| SPYI | Neos Investment Management LLC | $90.10万 | 0.00% | 16,977 | 4,738 | 38.7% | $25.15万 | 加仓 |
| IAUM | BlackRock Fund Advisors | $91.10万 | 0.00% | 22,776 | 5,224 | 29.8% | $20.90万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $91.50万 | 0.00% | 12,094 | 7,471 | 161.6% | $56.52万 | 加仓 |
| FMDE | Fidelity Management & Research Co | $91.80万 | 0.00% | 22,630 | 1,620 | 7.7% | $6.57万 | 加仓 |
| IDLV | Invesco | $92.50万 | 0.00% | 26,817 | 6,744 | 33.6% | $23.26万 | 加仓 |
| ITA | iShares | $92.60万 | 0.00% | 3,821 | -662 | -14.8% | -$16.04万 | 减仓 |
| XMVM | Invesco | $92.60万 | 0.00% | 13,060 | 2,506 | 23.7% | $17.77万 | 加仓 |
| SNDK | SANDISK CORP | $92.80万 | 0.00% | 408 | -173 | -29.8% | -$39.35万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $93.00万 | 0.00% | 32,356 | 2,719 | 9.2% | $7.82万 | 加仓 |
| SCZ | ISHARES TR | $93.80万 | 0.00% | 11,396 | 738 | 6.9% | $6.07万 | 加仓 |
| — | Calamos Advisors LLC | $94.80万 | 0.00% | 54,926 | -28,643 | -34.3% | -$49.44万 | 减仓 |
| SCHO | Schwab ETFs | $94.80万 | 0.00% | 39,290 | 5,121 | 15.0% | $12.36万 | 加仓 |
| SGOL | ETFS GOLD TR | $94.90万 | 0.00% | 24,815 | 76 | 0.3% | $2,906 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $95.10万 | 0.00% | 20,621 | -818 | -3.8% | -$3.77万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $95.30万 | 0.00% | 26,117 | -372 | -1.4% | -$1.36万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $95.50万 | 0.00% | 18,868 | 5,803 | 44.4% | $29.37万 | 加仓 |
| LEMB | ISHARES INC | $95.70万 | 0.00% | 22,550 | 22,550 | — | $95.70万 | 新建仓 |
| IUSG | ISHARES TR | $95.80万 | 0.00% | 5,093 | -747 | -12.8% | -$14.05万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $96.30万 | 0.00% | 7,382 | -1,499 | -16.9% | -$19.55万 | 减仓 |
| SLYV | SPDR State Street Global Advisors | $97.10万 | 0.00% | 8,902 | -208 | -2.3% | -$2.27万 | 减仓 |
| DGS | WISDOMTREE TR | $97.30万 | 0.00% | 15,038 | 176 | 1.2% | $1.14万 | 加仓 |
| LQDH | iShares | $97.80万 | 0.00% | 10,499 | -13,503 | -56.3% | -$125.78万 | 减仓 |
| ARKW | Ark ETF Trust | $98.30万 | 0.00% | 6,788 | -82 | -1.2% | -$1.19万 | 减仓 |
| EEM | ISHARES TR | $98.40万 | 0.00% | 14,383 | 1,065 | 8.0% | $7.29万 | 加仓 |
| DIVI | Franklin Templeton Investments | $98.70万 | 0.00% | 23,102 | 2,660 | 13.0% | $11.36万 | 加仓 |
| GOVT | iShares | $98.80万 | 0.00% | 43,373 | 10,136 | 30.5% | $23.09万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD | $98.90万 | 0.00% | 39,740 | 6,155 | 18.3% | $15.32万 | 加仓 |
| FDL | First Trust | $99.30万 | 0.00% | 20,397 | 3,343 | 19.6% | $16.27万 | 加仓 |
| — | Cambria Investment Management LP | $99.80万 | 0.00% | 39,471 | 2,835 | 7.7% | $7.17万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $100.10万 | 0.00% | 22,054 | -334 | -1.5% | -$1.52万 | 减仓 |
| SRLN | SPDR State Street Global Advisors | $100.40万 | 0.00% | 24,930 | 2,149 | 9.4% | $8.65万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $101.60万 | 0.00% | 18,952 | 2,766 | 17.1% | $14.83万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $101.80万 | 0.00% | 6,601 | 679 | 11.5% | $10.47万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $102.30万 | 0.00% | 24,698 | 3,007 | 13.9% | $12.46万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $102.40万 | 0.00% | 20,099 | 6,232 | 44.9% | $31.75万 | 加仓 |
| SPTS | SPDR State Street Global Advisors | $103.10万 | 0.00% | 35,532 | 5,256 | 17.4% | $15.25万 | 加仓 |
| DGRO | iShares | $105.90万 | 0.00% | 13,977 | 5,725 | 69.4% | $43.38万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $106.20万 | 0.00% | 15,338 | 15,338 | — | $106.20万 | 新建仓 |
| CTA | Simplify Asset Management Inc | $106.40万 | 0.00% | 41,020 | 1,322 | 3.3% | $3.43万 | 加仓 |
| QLD | ProShares | $106.80万 | 0.00% | 11,039 | -1,345 | -10.9% | -$13.01万 | 减仓 |
| WMT | WALMART INC | $107.00万 | 0.00% | 9,446 | 335 | 3.7% | $3.79万 | 加仓 |
| ORCL | ORACLE CORP | $107.70万 | 0.00% | 7,352 | 213 | 3.0% | $3.12万 | 加仓 |
| EMLP | FIRST TR EXCHANGE TRADED FD | $109.60万 | 0.00% | 25,186 | -3,587 | -12.5% | -$15.61万 | 减仓 |
| NUSC | Nuveen | $110.90万 | 0.00% | 21,285 | 306 | 1.5% | $1.59万 | 加仓 |
| XLU | SPDR State Street Global Advisors | $113.50万 | 0.00% | 25,035 | 3,607 | 16.8% | $16.35万 | 加仓 |
| BOND | PIMCO ETF TR | $114.80万 | 0.00% | 12,453 | 2,656 | 27.1% | $24.48万 | 加仓 |
| QQQI | Neos Investment Management LLC | $117.00万 | 0.00% | 20,609 | 5,803 | 39.2% | $32.94万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $117.10万 | 0.00% | 20,822 | 837 | 4.2% | $4.71万 | 加仓 |
| XLK | SPDR | $117.20万 | 0.00% | 6,149 | 1,389 | 29.2% | $26.47万 | 加仓 |
| EFA | ISHARES TR | $117.30万 | 0.00% | 11,289 | 409 | 3.8% | $4.25万 | 加仓 |
| — | Summit Global Investments LLC | $119.40万 | 0.00% | 37,574 | -671 | -1.8% | -$2.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $119.40万 | 0.00% | 4,005 | 64 | 1.6% | $1.91万 | 加仓 |
| VIOV | Vanguard | $119.60万 | 0.00% | 10,193 | 625 | 6.5% | $7.33万 | 加仓 |
| VRIG | Invesco | $119.80万 | 0.00% | 47,802 | 9,489 | 24.8% | $23.78万 | 加仓 |
| DLS | WisdomTree | $120.60万 | 0.00% | 14,395 | -96 | -0.7% | -$8,043 | 减仓 |
| AIQ | GLOBAL X FDS | $125.00万 | 0.00% | 19,054 | 3,613 | 23.4% | $23.70万 | 加仓 |
| — | Dimensional | $128.20万 | 0.00% | 15,574 | 1,309 | 9.2% | $10.78万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $128.40万 | 0.00% | 24,169 | 6,067 | 33.5% | $32.23万 | 加仓 |
| EFV | ISHARES TR | $129.30万 | 0.00% | 16,886 | 584 | 3.6% | $4.47万 | 加仓 |
| FENI | Fidelity Management & Research Co | $130.90万 | 0.00% | 32,630 | 2,430 | 8.0% | $9.75万 | 加仓 |
| FBTC | FD Funds Management LLC | $131.80万 | 0.00% | 25,811 | 4,285 | 19.9% | $21.88万 | 加仓 |
| USSG | DBX ETF TR | $132.50万 | 0.00% | 19,070 | 2,931 | 18.2% | $20.36万 | 加仓 |
| VDE | VANGUARD WORLD FDS | $132.90万 | 0.00% | 8,855 | 2,834 | 47.1% | $42.53万 | 加仓 |
| BE | BLOOM ENERGY CORP | $133.20万 | 0.00% | 4,400 | 4,400 | — | $133.20万 | 新建仓 |
| DIA | SPDR DOW JONES INDL AVRG ETF | $134.90万 | 0.00% | 2,582 | 95 | 3.8% | $4.96万 | 加仓 |
| VGSR | Vertical Capital Asset Management LLC | $135.20万 | 0.00% | 118,698 | 4,832 | 4.2% | $5.50万 | 加仓 |
| HYD | MARKET VECTORS ETF TR | $137.30万 | 0.00% | 26,656 | -6,481 | -19.6% | -$33.38万 | 减仓 |
| FIX | COMFORT SYS USA INC | $137.70万 | 0.00% | 695 | 695 | — | $137.70万 | 新建仓 |
| DFSE | Dimensional Fund Advisors LP | $137.80万 | 0.00% | 28,191 | -2,711 | -8.8% | -$13.25万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $138.80万 | 0.00% | 15,432 | 1,458 | 10.4% | $13.11万 | 加仓 |
| SLV | iShares | $139.50万 | 0.00% | 26,085 | -4,893 | -15.8% | -$26.17万 | 减仓 |
| EMXC | ISHARES INC | $140.30万 | 0.00% | 13,710 | -969 | -6.6% | -$9.92万 | 减仓 |
| — | Van Eck | $141.80万 | 0.00% | 58,726 | 16,401 | 38.8% | $39.60万 | 加仓 |
| META | META PLATFORMS INC | $145.20万 | 0.00% | 2,578 | 495 | 23.8% | $27.88万 | 加仓 |
| AVIV | American Century Investment Management Inc | $146.30万 | 0.00% | 18,895 | 3,948 | 26.4% | $30.57万 | 加仓 |
| JNK | SPDR SERIES TRUST | $150.00万 | 0.00% | 15,570 | 1,219 | 8.5% | $11.74万 | 加仓 |
| JEPQ | JP Morgan Investment Management Inc/Singapore | $150.70万 | 0.00% | 24,528 | 4,333 | 21.5% | $26.62万 | 加仓 |
| AAXJ | ISHARES TR | $150.90万 | 0.00% | 12,648 | 1,266 | 11.1% | $15.10万 | 加仓 |
| AVLV | American Century Investment Management Inc | $151.30万 | 0.00% | 16,588 | 1,067 | 6.9% | $9.73万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $152.00万 | 0.00% | 57,364 | 8,646 | 17.7% | $22.91万 | 加仓 |
| — | Cambria Investment Management LP | $152.90万 | 0.00% | 58,617 | 325 | 0.6% | $8,477 | 加仓 |