13F 机构持仓

Betterment LLC

NEW YORK NY · SEC CIK 0001633901

2026Q22026Q1 更早 9 个季度 🔒
$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
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 14.9%
SPYM 13.3%
VWO 5.5%
AGG 4.5%
MUB 3.9%
ITOT 2.9%
SPMD 2.3%
VTV 1.8%
BNDX 1.8%

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
— Tidal Investments LLC $00.00%0 -22,928-100.0% -$58.40万 清仓
EQWL Invesco $00.00%0 -4,401-100.0% -$52.00万 清仓
IJK iShares $00.00%0 -4,845-100.0% -$46.90万 清仓
OSCV ETF SER SOLUTIONS $00.00%0 -10,176-100.0% -$37.70万 清仓
USXF iShares $00.00%0 -6,537-100.0% -$37.60万 清仓
IJS ISHARES TR $00.00%0 -2,989-100.0% -$34.00万 清仓
SUSB iShares $00.00%0 -13,447-100.0% -$33.90万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
PFF ISHARES TR $00.00%0 -9,520-100.0% -$29.50万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -793-100.0% -$29.30万 清仓
RWO SPDR $00.00%0 -5,720-100.0% -$25.80万 清仓
IBDR iShares $00.00%0 -9,814-100.0% -$23.80万 清仓
PGR PROGRESSIVE CORP $00.00%0 —— — 申报中断
QHY WisdomTree $00.00%0 -5,002-100.0% -$23.20万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -4,000-100.0% -$22.80万 清仓
BBUS J P MORGAN EXCHANGE TRADED $00.00%0 —— — 申报中断
IBM N/A $00.00%0 —— — 申报中断
NULV Nuveen $00.00%0 —— — 申报中断
— ProShares $00.00%0 -8,153-100.0% -$20.10万 清仓
— BEYOND MEAT INC $8,0000.00%10,905 10,905— $8,000 新建仓
SOFI SOFI TECHNOLOGIES INC $16.00万0.00%10,077 10,077— $16.00万 新建仓
ONDS ONDAS INC $17.10万0.00%18,876 18,876— $17.10万 新建仓
BKLN INVESCO EXCH TRADED FD TR II $20.00万0.00%9,808 9,808— $20.00万 新建仓
XYLD GLOBAL X FDS $20.00万0.00%5,122 5,122— $20.00万 新建仓
PJAN INNOVATOR ETFS TRUST $20.30万0.00%4,395 -1,142-20.6% -$5.27万 重新持有
VTHR VANGUARD SCOTTSDALE FDS $20.50万0.00%712 712— $20.50万 新建仓
— EA SERIES TRUST $20.60万0.00%4,384 4,384— $20.60万 新建仓
VPL VANGUARD INTL EQUITY INDEX F $20.60万0.00%2,107 2,107— $20.60万 新建仓
OUNZ VANECK MERK GOLD ETF $20.70万0.00%4,584 4,584— $20.70万 新建仓
VOX Vanguard $20.80万0.00%1,156 534.8% $9,536 加仓
QDF Flexshares Trust $20.80万0.00%2,628 -2-0.1% -$158 减仓
GUNR FLEXSHARES TR $21.00万0.00%3,804 3,804— $21.00万 新建仓
LMBS First Trust $21.10万0.00%4,240 1373.3% $6,818 加仓
KO COCA COLA CO $21.40万0.00%2,813 2,813— $21.40万 新建仓
HEFA iShares $21.50万0.00%5,069 -950-15.8% -$4.03万 减仓
BIBL NORTHERN LTS FD TR IV $21.60万0.00%4,582 -805-14.9% -$3.79万 减仓
CAOS EA SERIES TRUST $21.70万0.00%2,387 2,387— $21.70万 新建仓
IBDV ISHARES TR $21.70万0.00%9,904 9,904— $21.70万 新建仓
NUEM NUSHARES ETF TR $21.80万0.00%5,943 1592.7% $5,832 加仓
DBMF LITMAN GREGORY FDS TR $21.80万0.00%7,218 7,218— $21.80万 新建仓
HYLS FIRST TR EXCHANGE-TRADED FD $21.80万0.00%5,381 561.1% $2,269 重新持有
RAAX VANECK ETF TRUST $21.90万0.00%5,374 5,374— $21.90万 新建仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $22.10万0.00%6,997 6,997— $22.10万 新建仓
WWJD NORTHERN LTS FD TR $22.20万0.00%5,940 -235-3.8% -$8,783 减仓
— WisdomTree $22.20万0.00%7,967 4836.5% $1.35万 加仓
VONV VANGUARD INDEX FDS $22.30万0.00%2,384 -670-21.9% -$6.27万 减仓
RSSB TIDAL TRUST II $22.30万0.00%8,207 8,207— $22.30万 新建仓
SCHJ SCHWAB $22.40万0.00%9,040 -12,699-58.4% -$31.47万 减仓
UNH UNITEDHEALTH GROUP INC $22.40万0.00%829 829— $22.40万 新建仓
IBB ISHARES TR $22.40万0.00%1,324 1,324— $22.40万 新建仓
THRO BLACKROCK ETF TRUST $22.50万0.00%6,219 6,219— $22.50万 新建仓
BILS State Street Global Advisors Inc $22.60万0.00%2,276 -2,976-56.7% -$29.55万 减仓
— ProShares $22.70万0.00%2,244 321.4% $3,237 加仓
— EA SERIES TRUST $22.70万0.00%6,384 6,384— $22.70万 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $22.70万0.00%13,080 13,080— $22.70万 新建仓
ADBE ADOBE INC $22.80万0.00%938 938— $22.80万 新建仓
TDTF Flexshares Trust $23.00万0.00%9,551 -753-7.3% -$1.81万 减仓
HELO JP Morgan Investment Management Inc $23.00万0.00%3,601 50916.5% $3.25万 加仓
SILJ AMPLIFY ETF TR $23.00万0.00%7,728 7,728— $23.00万 新建仓
DFVX DIMENSIONAL ETF TRUST $23.00万0.00%3,089 3,089— $23.00万 新建仓
TPHD TIMOTHY PLAN $23.10万0.00%5,574 5,574— $23.10万 新建仓
GDX VANECK ETF TRUST $23.20万0.00%2,531 2,531— $23.20万 新建仓
— Clockwise Capital LLC $23.30万0.00%10,209 2,06925.4% $4.72万 加仓
COP CONOCOPHILLIPS $23.30万0.00%1,764 1,764— $23.30万 新建仓
FDV Federated Equity Management Co of Pennsylvania $23.60万0.00%7,666 2553.4% $7,850 加仓
ICOP ISHARES TR $24.00万0.00%5,036 5,036— $24.00万 新建仓
FXL First Trust $24.10万0.00%1,516 00.0% — 不变
IBDW ISHARES TR $24.10万0.00%11,516 11,516— $24.10万 新建仓
SPYD SPDR SERIES TRUST $24.20万0.00%5,322 5,322— $24.20万 新建仓
IYC iShares $24.40万0.00%2,516 26311.7% $2.55万 加仓
HDEF DBX ETF TR $24.50万0.00%7,574 7,574— $24.50万 新建仓
ASTS AST SPACEMOBILE INC $24.60万0.00%2,971 2,971— $24.60万 新建仓
FCX FREEPORT MCMORAN INC $24.70万0.00%4,200 4,200— $24.70万 新建仓
IGV ISHARES TR $24.70万0.00%3,086 3,086— $24.70万 新建仓
ABT ABBOTT LABS $25.10万0.00%2,447 492.0% $5,026 加仓
WAB WABTEC $25.30万0.00%1,011 -1-0.1% -$250 减仓
GLTR ABRDN PRECIOUS METALS BASKET $25.30万0.00%1,155 1,155— $25.30万 新建仓
— INVESCO EXCHANGE TRADED FD T $25.30万0.00%2,249 2,249— $25.30万 新建仓
— Ridgeline Research LLC $25.60万0.00%5,374 -838-13.5% -$3.99万 减仓
PEP PEPSICO INC $25.70万0.00%1,654 1,654— $25.70万 新建仓
DFIP Dimensional Fund Advisors LP $26.20万0.00%6,283 69912.5% $2.91万 加仓
RTX RTX CORPORATION $26.40万0.00%1,369 1,369— $26.40万 新建仓
VFH VANGUARD WORLD FDS $26.70万0.00%2,211 67043.5% $8.09万 加仓
GPIX Goldman Sachs Asset Management LP $27.50万0.00%5,500 3316.4% $1.66万 加仓
TOTL SPDR State Street Global Advisors $27.50万0.00%6,932 74712.1% $2.96万 加仓
SPHB Invesco $27.50万0.00%2,369 31615.4% $3.67万 加仓
CRM SALESFORCE INC $27.60万0.00%1,479 1,479— $27.60万 新建仓
BITQ Bitwise Investment Managers $27.80万0.00%14,762 -9,416-38.9% -$17.73万 减仓
USMV iShares $28.00万0.00%3,023 -110-3.5% -$1.02万 减仓
— EA Series Trust $28.30万0.00%6,230 -306-4.7% -$1.39万 减仓
NOBL ProShares $28.50万0.00%2,686 -447-14.3% -$4.74万 减仓
MINT PIMCO ETF TR $28.60万0.00%2,845 -1,291-31.2% -$12.98万 减仓
WTMF WISDOMTREE TR $28.80万0.00%7,251 -302-4.0% -$1.20万 减仓
HEQT Simplify Asset Management Inc $29.00万0.00%9,207 -109-1.2% -$3,433 减仓
PFEB INNOVATOR ETFS TRUST $29.10万0.00%7,267 -35-0.5% -$1,402 减仓
INTC INTEL CORP $29.10万0.00%6,587 6,587— $29.10万 新建仓
IMTB ISHARES TR $29.20万0.00%6,654 6,654— $29.20万 新建仓
COPX GLOBAL X FDS $29.40万0.00%3,850 3,850— $29.40万 新建仓
IGM iShares $29.60万0.00%2,500 2239.8% $2.64万 加仓
— EA SERIES TRUST $29.80万0.00%8,479 8,479— $29.80万 新建仓