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
CGDV Capital Research and Management Co $405.40万0.01%82,267 1340.2% $6,603 加仓
TIP ISHARES TR $405.50万0.01%37,056 15,82474.5% $173.16万 加仓
SPYG SPDR State Street Global Advisors $411.00万0.01%34,537 -8,550-19.8% -$101.75万 减仓
VIOO VANGUARD ADMIRAL FDS INC $413.90万0.01%30,095 -2,057-6.4% -$28.29万 减仓
VGIT Vanguard $417.60万0.01%70,797 2,1843.2% $12.88万 加仓
SPTM SPDR State Street Global Advisors $418.30万0.01%46,076 3,4688.1% $31.48万 加仓
TSLA N/A $427.20万0.01%10,158 1,71620.3% $72.17万 加仓
RDVY First Trust $430.60万0.01%53,119 1,7783.5% $14.41万 加仓
DFGR Dimensional Fund Advisors LP $438.80万0.01%151,480 7,1835.0% $20.81万 加仓
STXF Empowered Funds LLC $440.80万0.01%91,263 8,65210.5% $41.79万 加仓
SPTL SPDR SERIES TRUST $442.70万0.01%168,780 40,20931.3% $105.47万 加仓
IWY iShares $459.50万0.01%15,810 -4,047-20.4% -$117.62万 减仓
VYM VANGUARD WHITEHALL FDS INC $479.70万0.01%30,354 6962.3% $11.00万 加仓
MSFT N/A $494.40万0.01%13,255 2,28920.9% $85.38万 加仓
AMZN N/A $494.90万0.01%20,765 3,34919.2% $79.82万 加仓
DFSI Dimensional Fund Advisors LP $498.20万0.01%110,457 -4,396-3.8% -$19.83万 减仓
IJJ ISHARES TR $505.10万0.01%34,192 -3,749-9.9% -$55.38万 减仓
MEAR iShares $514.00万0.01%102,031 -11,495-10.1% -$57.91万 减仓
VFMO VANGUARD WELLINGTON FD $516.40万0.01%20,695 1140.6% $2.84万 加仓
SPGM SPDR State Street Global Advisors $524.50万0.01%61,223 4,5468.0% $38.95万 加仓
DFIV Dimensional Fund Advisors LP $535.20万0.01%99,071 3,0043.1% $16.23万 加仓
GOOG N/A $539.20万0.01%15,261 1,95314.7% $69.00万 加仓
MOAT Van Eck $555.60万0.01%53,446 2,0233.9% $21.03万 加仓
DUSB Dimensional Fund Advisors LP $556.20万0.01%109,524 6,4116.2% $32.56万 加仓
CGMS Capital Research and Management Co $569.20万0.01%208,266 51,92633.2% $141.92万 加仓
MBB ISHARES TR $571.10万0.01%60,424 -903-1.5% -$8.53万 减仓
IJH ISHARES TR $573.70万0.01%74,404 2,3823.3% $18.37万 加仓
DFGX Dimensional Fund Advisors LP $575.40万0.01%107,366 1,6071.5% $8.61万 加仓
GLD SPDR GOLD TRUST $579.40万0.01%15,727 3342.2% $12.30万 加仓
FBND Fidelity Investments $587.20万0.01%129,087 16,11014.3% $73.28万 加仓
— Goldman Sachs Asset Management LP $591.10万0.01%117,242 32,47538.3% $163.73万 加仓
SHE SPDR State Street Global Advisors $606.00万0.01%39,239 660.2% $1.02万 加仓
— SPDR State Street Global Advisors $646.10万0.01%140,728 4,0052.9% $18.39万 加仓
VBK Vanguard $646.60万0.01%17,682 -2,582-12.7% -$94.42万 减仓
GSST GOLDMAN SACHS ETF TR $654.70万0.01%129,429 7,3596.0% $37.22万 加仓
XSOE WisdomTree $661.80万0.01%134,574 -42,344-23.9% -$208.24万 减仓
VGSH Vanguard $691.80万0.01%118,860 4,1273.6% $24.02万 加仓
IJR ISHARES TR $696.80万0.01%46,985 1260.3% $1.87万 加仓
— BlackRock Fund Advisors $709.30万0.01%596,530 -53,583-8.2% -$63.71万 减仓
IGIB ISHARES TR $747.50万0.01%140,587 3,2922.4% $17.50万 加仓
SPMO Invesco $793.30万0.01%49,106 6,46815.2% $104.49万 加仓
VNQ VANGUARD INDEX FDS $794.70万0.01%82,417 1,2761.6% $12.30万 加仓
EWJ iShares $879.60万0.01%94,308 1,0691.1% $9.97万 加仓
NVDA NVIDIA CORPORATION $887.70万0.02%44,365 13,73844.9% $274.88万 加仓
NYF ISHARES TR $903.40万0.02%167,573 6,2503.9% $33.69万 加仓
AVUS AMERICAN CENTY ETF TR $909.20万0.02%70,983 -387-0.5% -$4.96万 减仓
DFGP Dimensional Fund Advisors LP $927.60万0.02%170,324 14,1139.0% $76.86万 加仓
VT Vanguard $938.00万0.02%59,766 10,82222.1% $169.85万 加仓
AVDV AVANTIS INTL $947.60万0.02%91,956 2,8083.1% $28.94万 加仓
DGCB Dimensional Fund Advisors LP $961.50万0.02%175,871 -683-0.4% -$3.73万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $999.70万0.02%385,238 112,58441.3% $292.16万 加仓
DFEV Dimensional Fund Advisors LP $1,010.50万0.02%236,809 5,6142.4% $23.96万 加仓
— Dimensional Fund Advisors LP $1,013.90万0.02%242,967 18,6098.3% $77.66万 加仓
VIGI Vanguard $1,016.30万0.02%108,838 -11,993-9.9% -$111.99万 减仓
SCHD SCHWAB STRATEGIC TR $1,032.80万0.02%325,702 54,52220.1% $172.89万 加仓
XT iShares $1,038.00万0.02%125,622 -1,545-1.2% -$12.77万 减仓
— Dimensional Fund Advisors LP $1,060.20万0.02%405,281 23,5886.2% $61.71万 加仓
VOOV VANGUARD INDEX FDS $1,081.80万0.02%49,352 -1,295-2.6% -$28.39万 减仓
JQUA J P MORGAN EXCHANGE TRADED $1,094.30万0.02%151,401 1,6251.1% $11.75万 加仓
IUSB iShares $1,129.40万0.02%244,719 36,27717.4% $167.42万 加仓
DFSU Dimensional Fund Advisors LP $1,147.70万0.02%246,132 -15,595-6.0% -$72.72万 减仓
HYLB XTRACKERS $1,148.90万0.02%314,591 8,6472.8% $31.58万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $1,158.40万0.02%258,283 730.0% $3,274 加仓
— CAMBRIA ETF TR $1,161.50万0.02%326,159 -8,346-2.5% -$29.72万 减仓
DFSD Dimensional Fund Advisors LP $1,180.00万0.02%247,116 16,8097.3% $80.26万 加仓
DFAE Dimensional Fund Advisors $1,182.40万0.02%294,068 -11,606-3.8% -$46.67万 减仓
EMLC VANECK VECTORS TR $1,191.70万0.02%466,217 425,0821,033.4% $1,086.55万 加仓
EUHY ISHARES INC $1,211.50万0.02%224,944 224,944— $1,211.50万 新建仓
AAPL N/A $1,259.40万0.02%43,524 7,60621.2% $220.09万 加仓
LQD ISHARES TR $1,274.40万0.02%116,839 -26,326-18.4% -$287.15万 减仓
IEUR iShares $1,359.30万0.02%180,825 -11,224-5.8% -$84.37万 减仓
HYDB ISHARES TR $1,388.80万0.02%296,948 -67,766-18.6% -$316.94万 减仓
SHM SPDR State Street Global Advisors $1,396.30万0.02%291,079 -15,254-5.0% -$73.17万 减仓
DFAX Dimensional Fund Advisors LP $1,403.90万0.02%381,067 7,5122.0% $27.68万 加仓
SCHG SCHWAB STRATEGIC TR $1,405.40万0.02%415,302 35,3649.3% $119.67万 加仓
CMF ISHARES TR $1,461.20万0.02%253,502 11,4454.7% $65.97万 加仓
BLV VANGUARD BD INDEX FD INC $1,475.90万0.02%214,113 5,8082.8% $40.04万 加仓
VMBS VANGUARD BD INDEX FD INC $1,492.90万0.03%318,938 6,2072.0% $29.05万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,604.20万0.03%422,613 92,45528.0% $350.95万 加仓
DISV Dimensional Fund Advisors LP $1,619.40万0.03%403,545 27,5487.3% $110.55万 加仓
DFUS Dimensional $1,676.30万0.03%204,580 12,2316.4% $100.22万 加仓
VOOG VANGUARD INDEX FDS $1,687.30万0.03%204,219 3,8491.9% $31.80万 加仓
SPY SPDR S&P 500 ETF TR $1,746.40万0.03%23,386 1,3065.9% $97.53万 加仓
— Dimensional Fund Advisors LP $1,804.00万0.03%465,072 17,3383.9% $67.25万 加仓
VGLT VANGUARD BD INDEX FD INC $1,852.70万0.03%335,755 -9,518-2.8% -$52.52万 减仓
SCHH SCHWAB STRATEGIC TR $1,881.60万0.03%794,598 -1,146-0.1% -$2.71万 减仓
— GraniteShares $1,915.50万0.03%795,489 7,5341.0% $18.14万 加仓
USDX Summit Global Investments LLC $1,930.70万0.03%757,431 4,2690.6% $10.88万 加仓
SUB iShares $1,943.60万0.03%182,548 -4,287-2.3% -$45.64万 减仓
AVUV Avantis $2,299.60万0.04%184,325 5,2702.9% $65.75万 加仓
GIGB Goldman Sachs $2,389.70万0.04%520,509 -32,016-5.8% -$146.99万 减仓
BIV VANGUARD BD INDEX FD INC $2,419.40万0.04%315,442 5,4921.8% $42.12万 加仓
VOT Vanguard $2,592.60万0.04%84,642 -5,987-6.6% -$183.38万 减仓
QUAL iShares $2,593.80万0.04%118,205 15,13414.7% $332.09万 加仓
— Dimensional $2,657.50万0.04%380,189 13,4893.7% $94.29万 加仓
DFAU Dimensional Fund Advisors $2,772.10万0.05%536,301 -21,983-3.9% -$113.63万 减仓
BNDW Vanguard Total World Bond ETF $2,802.30万0.05%408,910 36,9929.9% $253.51万 加仓
— Dimensional Fund Advisors LP $2,803.00万0.05%341,912 -1,210-0.4% -$9.92万 减仓
— Goldman Sachs Asset Management LP $2,857.80万0.05%672,741 40,0146.3% $169.98万 加仓
JUST GOLDMAN SACHS ETF TR $2,935.30万0.05%275,103 8,7603.3% $93.47万 加仓