13F 机构持仓

Betterment LLC

NEW YORK NY · SEC CIK 0001633901

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$591.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 16.7%
VTI 15.0%
SPYM 14.5%
VWO 5.4%
MUB 3.8%
ITOT 2.9%
AGG 2.6%
JCPB 2.3%
SPMD 2.2%
SPSM 1.9%

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
GS GOLDMAN SACHS GROUP INC $155.10万0.00%1,534 392.6% $3.94万 加仓
AGGY WisdomTree $155.30万0.00%35,708 1,8585.5% $8.08万 加仓
BIL SPDR SERIES TRUST $155.60万0.00%16,976 -3,040-15.2% -$27.86万 减仓
EFAV iShares $156.20万0.00%17,805 3391.9% $2.97万 加仓
XLV Health $157.20万0.00%9,911 1,43616.9% $22.78万 加仓
VYMI Vanguard $157.90万0.00%16,083 4322.8% $4.24万 加仓
IWB ISHARES TR $159.20万0.00%3,887 3158.8% $12.90万 加仓
IWO iShares $159.20万0.00%4,041 3479.4% $13.67万 加仓
— Bitwise Asset Management Inc $159.60万0.00%141,463 6,1824.6% $6.97万 加仓
DFAW Dimensional Fund Advisors LP $161.00万0.00%19,443 9245.0% $7.65万 加仓
— Toroso Investments LLC ETFs/USA $161.80万0.00%81,755 7,3059.8% $14.46万 加仓
DFNM Dimensional Fund Advisors LP $162.10万0.00%33,526 5,88321.3% $28.44万 加仓
INTC INTEL CORP $163.00万0.00%11,676 5,08977.3% $71.04万 加仓
GLDM SPDR State Street Global Advisors $164.30万0.00%20,687 2,53714.0% $20.15万 加仓
ILTB ISHARES $164.40万0.00%33,388 7,96631.3% $39.22万 加仓
IWM ISHARES TR $166.20万0.00%5,532 1633.0% $4.90万 加仓
IDEV iShares $167.20万0.00%18,790 3,92226.4% $34.90万 加仓
IEI ISHARES TR $169.10万0.00%14,398 -6,192-30.1% -$72.72万 减仓
XLRE SPDR State Street Global Advisors $169.20万0.00%38,428 6,19219.2% $27.26万 加仓
CVSB Morgan Stanley Investment Management Inc $169.80万0.00%33,537 8592.6% $4.35万 加仓
SDVY FIRST TR EXCHANGE-TRADED $169.80万0.00%39,358 1,9975.3% $8.62万 加仓
MGK Vanguard $170.20万0.00%19,365 -205-1.0% -$1.80万 减仓
GVI ISHARES TR $171.80万0.00%16,188 2,37217.2% $25.17万 加仓
DBEF DBX ETF TR $174.90万0.00%32,018 5,01518.6% $27.39万 加仓
VSGX Vanguard $175.10万0.00%21,272 -570-2.6% -$4.69万 减仓
JAAA JANUS DETROIT STR TR $175.70万0.00%34,791 3,29310.5% $16.63万 加仓
VZ VERIZON COMMUNICATIONS INC $176.20万0.00%41,612 35,471577.6% $150.20万 加仓
ISTB ISHARES TR $176.40万0.00%36,554 2340.6% $1.13万 加仓
LRGF iShares $179.30万0.00%23,701 -834-3.4% -$6.31万 减仓
ETH GRAYSCALE ETHEREUM STAKING $179.50万0.00%119,446 64,969119.3% $97.63万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $179.70万0.00%14,109 5,88371.5% $74.93万 加仓
AMD ADVANCED MICRO DEVICES INC $181.70万0.00%3,128 1956.6% $11.33万 加仓
FNDE Schwab $181.90万0.00%45,849 2,1715.0% $8.61万 加仓
IVW ISHARES TR $184.40万0.00%13,406 -1,248-8.5% -$17.17万 减仓
JHMM John Hancock $187.50万0.00%25,013 3,61216.9% $27.08万 加仓
EZU iShares $187.80万0.00%27,016 9073.5% $6.30万 加仓
IMCG iShares $188.50万0.00%19,178 -1,119-5.5% -$11.00万 减仓
IDMO Invesco $191.60万0.00%31,775 5,22619.7% $31.51万 加仓
FTGS First Trust Advisors LP $194.40万0.00%52,549 7,95717.8% $29.44万 加仓
PULS PGIM ETF TR $207.20万0.00%41,823 1,1602.9% $5.75万 加仓
BRK/B N/A $207.60万0.00%4,149 54115.0% $27.07万 加仓
NEAR iShares $214.90万0.00%42,428 -706-1.6% -$3.58万 减仓
FNDA Schwab $215.50万0.00%56,615 6,77913.6% $25.80万 加仓
VCIT VANGUARD SCOTTSDALE FDS $220.30万0.00%26,651 -2,010-7.0% -$16.61万 减仓
MTUM iShares $229.40万0.00%6,690 -86-1.3% -$2.95万 减仓
IQLT iShares $229.70万0.00%46,365 -1,589-3.3% -$7.87万 减仓
— Summit Global Investments LLC $232.50万0.00%71,052 -3,397-4.6% -$11.12万 减仓
AVGO BROADCOM INC $233.20万0.00%6,173 2,29759.3% $86.77万 加仓
IAU ISHARES GOLD TRUST $233.90万0.00%30,972 4,41716.6% $33.36万 加仓
SCHR Schwab ETFs $236.20万0.00%95,790 15,20018.9% $37.48万 加仓
CGSM Capital Research and Management Co $237.50万0.00%89,992 7,6759.3% $20.26万 加仓
SPCX SPACE EXPLORATION TECHN CORP $238.80万0.00%13,978 13,978— $238.80万 新建仓
— CAMBRIA ETF TR $241.90万0.00%67,336 530.1% $1,904 加仓
TBIL F/m Investments LLC $245.20万0.00%49,169 17,44755.0% $87.01万 加仓
GVAL CAMBRIA ETF TR $247.20万0.00%68,616 -1,872-2.7% -$6.74万 减仓
IWP iShares $248.20万0.00%16,952 1,4779.5% $21.63万 加仓
FNDF SCHWAB STRATEGIC TR $248.40万0.00%47,086 1,0652.3% $5.62万 加仓
IGOV iShares $250.60万0.00%61,072 -79-0.1% -$3,242 减仓
QEFA SPDR State Street Global Advisors $252.70万0.00%26,315 3,26214.2% $31.32万 加仓
DIHP Dimensional Fund Advisors LP $253.10万0.00%74,163 10,56116.6% $36.04万 加仓
JEPI J P MORGAN EXCHANGE TRADED $255.10万0.00%45,161 3,4928.4% $19.73万 加仓
VNLA Janus $255.90万0.00%52,357 9,40621.9% $45.97万 加仓
SMH Van Eck $263.00万0.00%4,010 1,54062.3% $101.00万 加仓
JBND JP Morgan Investment Management Inc $263.40万0.00%49,228 25,865110.7% $138.39万 加仓
SOXX iShares $264.10万0.00%4,122 2,687187.2% $172.16万 加仓
FIXD First Trust Exchange-Traded Fund VIII $265.70万0.00%60,929 -8,941-12.8% -$38.99万 减仓
DEHP Dimensional Fund Advisors LP $268.80万0.00%62,846 2,6594.4% $11.37万 加仓
PCY Invesco $269.00万0.00%124,234 32,32435.2% $69.99万 加仓
VEU Vanguard $270.80万0.00%32,330 -3,998-11.0% -$33.49万 减仓
SCHM SCHWAB STRATEGIC TR $272.90万0.00%74,014 -26,113-26.1% -$96.28万 减仓
VUSB VANGUARD BD INDEX FDS $277.30万0.00%55,714 -15,143-21.4% -$75.37万 减仓
— Tidal Investments LLC $277.50万0.00%150,139 -169-0.1% -$3,124 减仓
VGT Vanguard $282.40万0.00%23,630 -2,946-11.1% -$35.21万 减仓
ANGL Van Eck $283.00万0.00%96,771 -14,958-13.4% -$43.74万 减仓
AVGE American Century Investment Management Inc $288.50万0.00%29,116 540.2% $5,351 加仓
— First Trust $292.60万0.00%66,002 5,97410.0% $26.48万 加仓
VXF Vanguard $297.10万0.01%12,066 2041.7% $5.02万 加仓
FNDX Schwab $298.20万0.01%95,873 13,41316.3% $41.72万 加仓
IXUS iShares $302.40万0.01%31,683 5971.9% $5.70万 加仓
FLOT iShares $304.00万0.01%59,553 -82,062-57.9% -$418.90万 减仓
DFSB Dimensional Fund Advisors LP $304.60万0.01%58,449 800.1% $4,169 加仓
IWF iShares $306.00万0.01%24,645 7653.2% $9.50万 加仓
DFIS Dimensional Fund Advisors LP $308.80万0.01%88,164 2,0492.4% $7.18万 加仓
AVDE AMERICAN CENTY ETF TR $312.50万0.01%35,034 1,1853.5% $10.57万 加仓
AVEM AMERICAN CENTY ETF TR $312.90万0.01%32,429 2410.7% $2.33万 加仓
CGIC CAPITAL GROUP INTERNATIONAL $319.70万0.01%87,857 38,10076.6% $138.64万 加仓
FELC Fidelity Management & Research Co $321.20万0.01%76,643 4,8346.7% $20.26万 加仓
COST COSTCO WHSL CORP NEW $322.80万0.01%3,451 1,31961.9% $123.38万 加仓
TFLO iShares $323.70万0.01%63,936 -342,965-84.3% -$1,736.39万 减仓
MU MICRON TECHNOLOGY INC $328.90万0.01%2,849 91847.5% $105.98万 加仓
EPS WisdomTree $343.80万0.01%44,201 -2,260-4.9% -$17.58万 减仓
SGLC Summit Global Investments LLC $344.70万0.01%79,087 1,1911.5% $5.19万 加仓
CGDG Capital Research and Management Co $350.70万0.01%93,490 18,00023.8% $67.52万 加仓
IMTM iShares $354.40万0.01%66,460 1,6292.5% $8.69万 加仓
BITB Bitwise Asset Management Inc $354.90万0.01%111,402 2,1071.9% $6.71万 加仓
COWZ Pacer $371.90万0.01%59,791 5,61610.4% $34.93万 加仓
VCSH Vanguard $374.10万0.01%47,338 -1,781-3.6% -$14.07万 减仓
DYNF BLACKROCK ETF TRUST $385.70万0.01%56,714 2,1403.9% $14.55万 加仓
GOOGL ALPHABET INC $396.50万0.01%11,095 1,08710.9% $38.85万 加仓
SCHE SCHWAB STRATEGIC TR $403.10万0.01%111,172 -1,524-1.4% -$5.53万 减仓