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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | Avantis | $1,978.00万 | 0.04% | 179,055 | 3,693 | 2.1% | $40.80万 | 加仓 |
| QUAL | iShares | $1,977.00万 | 0.04% | 103,071 | 88,517 | 608.2% | $1,697.84万 | 加仓 |
| USDX | Summit Global Investments LLC | $1,931.90万 | 0.04% | 753,162 | 7,639 | 1.0% | $19.59万 | 加仓 |
| VGLT | VANGUARD BD INDEX FD INC | $1,911.40万 | 0.04% | 345,273 | 8,831 | 2.6% | $48.89万 | 加仓 |
| USIG | ISHARES TR | $1,853.60万 | 0.04% | 361,816 | 15,728 | 4.5% | $80.58万 | 加仓 |
| CLOA | BlackRock Fund Advisors | $1,806.40万 | 0.03% | 348,450 | 24,290 | 7.5% | $125.92万 | 加仓 |
| QLTA | iShares | $1,795.00万 | 0.03% | 377,172 | 32,790 | 9.5% | $156.05万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,710.10万 | 0.03% | 795,744 | 26,534 | 3.4% | $57.02万 | 加仓 |
| HYDB | ISHARES TR | $1,696.60万 | 0.03% | 364,714 | 19,869 | 5.8% | $92.43万 | 加仓 |
| IEF | ISHARES TR | $1,603.40万 | 0.03% | 167,998 | 16,186 | 10.7% | $154.48万 | 加仓 |
| — | Dimensional Fund Advisors LP | $1,568.90万 | 0.03% | 447,734 | 12,729 | 2.9% | $44.60万 | 加仓 |
| LQD | ISHARES TR | $1,560.40万 | 0.03% | 143,165 | -15,496 | -9.8% | -$168.90万 | 减仓 |
| IGSB | ISHARES TR | $1,516.80万 | 0.03% | 288,580 | 11,309 | 4.1% | $59.44万 | 加仓 |
| DISV | Dimensional Fund Advisors LP | $1,482.90万 | 0.03% | 375,997 | 14,309 | 4.0% | $56.43万 | 加仓 |
| VMBS | VANGUARD BD INDEX FD INC | $1,468.30万 | 0.03% | 312,731 | -217 | -0.1% | -$1.02万 | 减仓 |
| SHM | SPDR State Street Global Advisors | $1,465.20万 | 0.03% | 306,333 | -18,841 | -5.8% | -$90.12万 | 减仓 |
| IGLB | ISHARES TR | $1,443.40万 | 0.03% | 290,830 | 15,254 | 5.5% | $75.71万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1,436.00万 | 0.03% | 22,080 | 2,680 | 13.8% | $174.30万 | 加仓 |
| BLV | VANGUARD BD INDEX FD INC | $1,432.70万 | 0.03% | 208,305 | -685 | -0.3% | -$4.71万 | 减仓 |
| CMF | ISHARES TR | $1,376.30万 | 0.03% | 242,057 | 10,751 | 4.6% | $61.13万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $1,370.60万 | 0.03% | 176,641 | 176,641 | — | $1,370.60万 | 新建仓 |
| DFUS | Dimensional | $1,363.90万 | 0.03% | 192,349 | 2,851 | 1.5% | $20.22万 | 加仓 |
| VOOG | VANGUARD INDEX FDS | $1,361.50万 | 0.03% | 33,395 | 4,322 | 14.9% | $176.21万 | 加仓 |
| IEUR | iShares | $1,349.50万 | 0.03% | 192,049 | -13,192 | -6.4% | -$92.70万 | 减仓 |
| DFAX | Dimensional Fund Advisors LP | $1,269.00万 | 0.02% | 373,555 | 1,541 | 0.4% | $5.23万 | 加仓 |
| — | CAMBRIA ETF TR | $1,196.50万 | 0.02% | 334,505 | -27,399 | -7.6% | -$98.00万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,147.70万 | 0.02% | 258,210 | -8,653 | -3.2% | -$38.46万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,136.10万 | 0.02% | 330,158 | 330,158 | — | $1,136.10万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,106.80万 | 0.02% | 379,938 | 137,416 | 56.7% | $400.31万 | 加仓 |
| HYLB | XTRACKERS | $1,106.30万 | 0.02% | 305,944 | -20,179 | -6.2% | -$72.97万 | 减仓 |
| DFSD | Dimensional Fund Advisors LP | $1,102.70万 | 0.02% | 230,307 | 11,824 | 5.4% | $56.61万 | 加仓 |
| DFSU | Dimensional Fund Advisors LP | $1,075.40万 | 0.02% | 261,727 | 8,608 | 3.4% | $35.37万 | 加仓 |
| VIGI | Vanguard | $1,068.90万 | 0.02% | 120,831 | -455 | -0.4% | -$4.03万 | 减仓 |
| DFAE | Dimensional Fund Advisors | $1,035.00万 | 0.02% | 305,674 | -16,261 | -5.1% | -$55.06万 | 减仓 |
| VOOV | VANGUARD INDEX FDS | $1,032.10万 | 0.02% | 50,647 | 3,663 | 7.8% | $74.65万 | 加仓 |
| — | BlackRock Fund Advisors | $1,029.10万 | 0.02% | 650,113 | -241,881 | -27.1% | -$382.89万 | 减仓 |
| TLT | ISHARES TR | $997.50万 | 0.02% | 115,065 | 6,212 | 5.7% | $53.85万 | 加仓 |
| IUSB | iShares | $962.80万 | 0.02% | 208,442 | 36,692 | 21.4% | $169.48万 | 加仓 |
| DGCB | Dimensional Fund Advisors LP | $955.70万 | 0.02% | 176,554 | 12,580 | 7.7% | $68.10万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED | $918.40万 | 0.02% | 149,776 | 140,067 | 1,442.7% | $858.87万 | 加仓 |
| AAPL | N/A | $911.60万 | 0.02% | 35,918 | 3,352 | 10.3% | $85.07万 | 加仓 |
| — | Dimensional Fund Advisors LP | $902.70万 | 0.02% | 381,693 | 27,251 | 7.7% | $64.45万 | 加仓 |
| AVDV | AVANTIS INTL | $890.20万 | 0.02% | 89,148 | -2,498 | -2.7% | -$24.94万 | 减仓 |
| SHY | ISHARES TR | $888.80万 | 0.02% | 107,647 | 8,377 | 8.4% | $69.17万 | 加仓 |
| XT | iShares | $866.60万 | 0.02% | 127,167 | 27,812 | 28.0% | $189.53万 | 加仓 |
| NYF | ISHARES TR | $856.90万 | 0.02% | 161,323 | 5,115 | 3.3% | $27.17万 | 加仓 |
| DFGP | Dimensional Fund Advisors LP | $843.40万 | 0.02% | 156,211 | 14,344 | 10.1% | $77.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $832.00万 | 0.02% | 271,180 | 117,874 | 76.9% | $361.65万 | 加仓 |
| DFEV | Dimensional Fund Advisors LP | $827.20万 | 0.02% | 231,195 | 6,420 | 2.9% | $22.97万 | 加仓 |
| — | Dimensional Fund Advisors LP | $824.70万 | 0.02% | 224,358 | 12,950 | 6.1% | $47.60万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $817.70万 | 0.02% | 272,654 | 272,654 | — | $817.70万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $793.50万 | 0.02% | 71,370 | 1,210 | 1.7% | $13.45万 | 加仓 |
| EWJ | iShares | $787.30万 | 0.01% | 93,239 | 21,154 | 29.3% | $178.62万 | 加仓 |
| IGIB | ISHARES TR | $730.70万 | 0.01% | 137,295 | -9,765 | -6.6% | -$51.97万 | 减仓 |
| FLOT | iShares | $721.50万 | 0.01% | 141,615 | 2,793 | 2.0% | $14.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $719.70万 | 0.01% | 81,141 | 154 | 0.2% | $1.37万 | 加仓 |
| XSOE | WisdomTree | $709.40万 | 0.01% | 176,918 | -10,668 | -5.7% | -$42.78万 | 减仓 |
| VT | Vanguard | $677.00万 | 0.01% | 48,944 | -2,671 | -5.2% | -$36.95万 | 减仓 |
| VGSH | Vanguard | $671.60万 | 0.01% | 114,733 | 30,958 | 37.0% | $181.22万 | 加仓 |
| GLD | SPDR GOLD TRUST | $662.30万 | 0.01% | 15,393 | 2,738 | 21.6% | $117.81万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $617.10万 | 0.01% | 122,070 | 14,014 | 13.0% | $70.84万 | 加仓 |
| VBK | Vanguard | $612.50万 | 0.01% | 20,264 | 880 | 4.5% | $26.60万 | 加仓 |
| IJR | ISHARES TR | $582.50万 | 0.01% | 46,859 | 6,062 | 14.9% | $75.36万 | 加仓 |
| MBB | ISHARES TR | $582.30万 | 0.01% | 61,327 | 4,245 | 7.4% | $40.31万 | 加仓 |
| MEAR | iShares | $571.50万 | 0.01% | 113,526 | -20,205 | -15.1% | -$101.71万 | 减仓 |
| — | SPDR State Street Global Advisors | $555.80万 | 0.01% | 136,723 | 129,074 | 1,687.5% | $524.71万 | 加仓 |
| DFGX | Dimensional Fund Advisors LP | $554.70万 | 0.01% | 105,759 | 12,600 | 13.5% | $66.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $534.10万 | 0.01% | 30,627 | 11,178 | 57.5% | $194.93万 | 加仓 |
| DUSB | Dimensional Fund Advisors LP | $522.90万 | 0.01% | 103,113 | 10,128 | 10.9% | $51.36万 | 加仓 |
| FBND | Fidelity Investments | $515.40万 | 0.01% | 112,977 | -3,726 | -3.2% | -$17.00万 | 减仓 |
| DFIV | Dimensional Fund Advisors LP | $507.00万 | 0.01% | 96,067 | -1,453 | -1.5% | -$7.67万 | 减仓 |
| IJJ | ISHARES TR | $502.70万 | 0.01% | 37,941 | -3,357 | -8.1% | -$44.48万 | 减仓 |
| SHE | SPDR State Street Global Advisors | $500.70万 | 0.01% | 39,173 | 1,229 | 3.2% | $15.71万 | 加仓 |
| MOAT | Van Eck | $497.30万 | 0.01% | 51,423 | 3,432 | 7.2% | $33.19万 | 加仓 |
| IWY | iShares | $494.10万 | 0.01% | 19,857 | -2,004 | -9.2% | -$49.87万 | 减仓 |
| DFSI | Dimensional Fund Advisors LP | $487.00万 | 0.01% | 114,853 | 1,301 | 1.1% | $5.52万 | 加仓 |
| IJH | ISHARES TR | $486.40万 | 0.01% | 72,022 | 15,034 | 26.4% | $101.53万 | 加仓 |
| SPMO | Invesco | $478.00万 | 0.01% | 42,638 | 7,787 | 22.3% | $87.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS INC | $439.20万 | 0.01% | 29,658 | 2,616 | 9.7% | $38.74万 | 加仓 |
| SPGM | SPDR State Street Global Advisors | $429.10万 | 0.01% | 56,677 | 46,499 | 456.9% | $352.04万 | 加仓 |
| — | Goldman Sachs Asset Management LP | $427.40万 | 0.01% | 84,767 | 38,077 | 81.6% | $191.99万 | 加仓 |
| CGMS | Capital Research and Management Co | $425.70万 | 0.01% | 156,340 | -159,407 | -50.5% | -$434.05万 | 减仓 |
| SPYG | SPDR State Street Global Advisors | $421.90万 | 0.01% | 43,087 | -15 | -0.0% | -$1,469 | 减仓 |
| VGIT | Vanguard | $408.60万 | 0.01% | 68,613 | 7,868 | 13.0% | $46.86万 | 加仓 |
| MSFT | N/A | $405.90万 | 0.01% | 10,966 | 2,849 | 35.1% | $105.45万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $405.70万 | 0.01% | 20,581 | -202 | -1.0% | -$3.98万 | 减仓 |
| BITB | Bitwise Asset Management Inc | $402.30万 | 0.01% | 109,295 | 30,439 | 38.6% | $112.04万 | 加仓 |
| VCSH | Vanguard | $389.40万 | 0.01% | 49,119 | -146 | -0.3% | -$1.16万 | 减仓 |
| DFGR | Dimensional Fund Advisors LP | $383.50万 | 0.01% | 144,297 | 3,434 | 2.4% | $9.13万 | 加仓 |
| GOOG | N/A | $381.80万 | 0.01% | 13,308 | 2,351 | 21.5% | $67.45万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $371.30万 | 0.01% | 112,696 | 7,247 | 6.9% | $23.88万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $369.20万 | 0.01% | 32,152 | 1,221 | 3.9% | $14.02万 | 加仓 |
| AMZN | N/A | $362.70万 | 0.01% | 17,416 | 5,121 | 41.7% | $106.65万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $352.80万 | 0.01% | 70,857 | 13,543 | 23.6% | $67.43万 | 加仓 |
| RDVY | First Trust | $350.60万 | 0.01% | 51,341 | -713 | -1.4% | -$4.87万 | 减仓 |
| CGDV | Capital Research and Management Co | $349.40万 | 0.01% | 82,133 | -23,652 | -22.4% | -$100.62万 | 减仓 |
| STXF | Empowered Funds LLC | $346.70万 | 0.01% | 82,611 | 20,416 | 32.8% | $85.68万 | 加仓 |
| COWZ | Pacer | $338.90万 | 0.01% | 54,175 | 581 | 1.1% | $3.63万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $338.10万 | 0.01% | 128,571 | 2,552 | 2.0% | $6.71万 | 加仓 |
| SPTM | SPDR State Street Global Advisors | $336.90万 | 0.01% | 42,608 | 4,006 | 10.4% | $31.68万 | 加仓 |