Betterment LLC
NEW YORK NY · SEC CIK 0001633901
$527.93亿2026Q1 申报市值
615持仓数
67.5%前十大占比 · 第一大 16.7%
80 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$6.15亿
JCPB 加仓+$2.88亿
SCHX 加仓+$2.68亿
VWOB 加仓+$6,834.83万
MUB 加仓+$6,300.15万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$2.33亿
VTI 减仓-$2.07亿
SPMD 减仓-$5,636.94万
EMB 减仓-$5,134.17万
VEA 减仓-$4,213.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ESGE | iShares | $1.45亿 | 0.27% | 3,182,530 | -71,793 | -2.2% | -$326.44万 | 减仓 |
| IWS | ISHARES TR | $2.16亿 | 0.41% | 1,478,807 | -71,749 | -4.6% | -$1,045.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.29亿 | 0.43% | 382,432 | 69,911 | 22.4% | $4,177.53万 | 加仓 |
| CRBN | iShares | $2.90亿 | 0.55% | 1,301,436 | -2,300 | -0.2% | -$51.25万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED | $2.94亿 | 0.56% | 6,234,652 | 6,127,011 | 5,692.1% | $2.88亿 | 加仓 |
| VTEB | VANGUARD BD INDEX FD INC | $3.46亿 | 0.65% | 6,930,029 | 222,124 | 3.3% | $1,108.18万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS INC | $3.74亿 | 0.71% | 5,700,214 | 1,040,467 | 22.3% | $6,834.83万 | 加仓 |
| ESGD | iShares | $3.75亿 | 0.71% | 3,918,891 | -28,114 | -0.7% | -$268.83万 | 减仓 |
| SPDW | SPDR State Street Global Advisors | $3.77亿 | 0.71% | 8,266,335 | 851,639 | 11.5% | $3,887.73万 | 加仓 |
| IEMG | ISHARES INC | $3.94亿 | 0.75% | 5,653,446 | -258,866 | -4.4% | -$1,805.59万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.95亿 | 0.75% | 15,717,854 | -438,408 | -2.7% | -$1,100.40万 | 减仓 |
| STIP | iShares | $4.64亿 | 0.88% | 4,487,580 | 115,711 | 2.6% | $1,196.80万 | 加仓 |
| EMB | ISHARES TR | $5.08亿 | 0.96% | 5,407,726 | -546,595 | -9.2% | -$5,134.17万 | 减仓 |
| TFI | SPDR SERIES TRUST | $5.24亿 | 0.99% | 11,563,595 | -542,670 | -4.5% | -$2,460.46万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.25亿 | 0.99% | 21,209,364 | -651,134 | -3.0% | -$1,611.56万 | 减仓 |
| ESGU | iShares | $5.72亿 | 1.08% | 4,041,916 | 117,320 | 3.0% | $1,659.14万 | 加仓 |
| GBIL | Goldman Sachs | $6.11亿 | 1.16% | 6,099,166 | 236,995 | 4.0% | $2,374.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6.34亿 | 1.20% | 2,917,128 | -102,538 | -3.4% | -$2,227.64万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $6.90亿 | 1.31% | 3,741,881 | -182,729 | -4.7% | -$3,367.33万 | 减仓 |
| JPST | JP Morgan | $6.91亿 | 1.31% | 13,652,039 | 470,939 | 3.6% | $2,383.42万 | 加仓 |
| GSLC | Goldman Sachs | $7.22亿 | 1.37% | 5,769,076 | -236,640 | -3.9% | -$2,961.07万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $7.33亿 | 1.39% | 28,599,516 | 10,450,588 | 57.6% | $2.68亿 | 加仓 |
| IEFA | ISHARES TR | $8.39亿 | 1.59% | 9,262,506 | -346,397 | -3.6% | -$3,135.93万 | 减仓 |
| SPSM | SPDR State Street Global Advisors | $9.19亿 | 1.74% | 19,018,965 | 261,446 | 1.4% | $1,263.31万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $9.32亿 | 1.77% | 19,400,574 | -157,701 | -0.8% | -$757.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9.54亿 | 1.81% | 4,864,568 | -109,422 | -2.2% | -$2,146.86万 | 减仓 |
| SPMD | SPDR State Street Global Advisors | $11.96亿 | 2.27% | 20,199,297 | -951,864 | -4.5% | -$5,636.94万 | 减仓 |
| ITOT | ISHARES TR | $15.12亿 | 2.86% | 10,617,929 | -62,926 | -0.6% | -$896.25万 | 减仓 |
| MUB | ISHARES TR | $20.79亿 | 3.94% | 19,583,732 | 593,514 | 3.1% | $6,300.15万 | 加仓 |
| AGG | ISHARES TR | $23.73亿 | 4.50% | 23,905,376 | -2,350,108 | -9.0% | -$2.33亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.85亿 | 5.46% | 53,371,727 | -361,080 | -0.7% | -$1,951.64万 | 减仓 |
| SPYM | SPDR State Street Global Advisors | $70.13亿 | 13.28% | 91,626,856 | 8,041,014 | 9.6% | $6.15亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $78.68亿 | 14.90% | 24,526,707 | -644,868 | -2.6% | -$2.07亿 | 减仓 |
| VEA | VANGUARD TAX MANAGED INTL FD | $88.39亿 | 16.74% | 137,930,799 | -657,567 | -0.5% | -$4,213.69万 | 减仓 |