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 |
|---|---|---|---|---|---|---|---|---|
| ANGL | Van Eck | $320.90万 | 0.01% | 111,729 | -2,527 | -2.2% | -$7.26万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $317.50万 | 0.01% | 54,574 | 4,443 | 8.9% | $25.85万 | 加仓 |
| EPS | WisdomTree | $316.40万 | 0.01% | 46,461 | -1,765 | -3.7% | -$12.02万 | 减仓 |
| TSLA | N/A | $313.80万 | 0.01% | 8,442 | 4,738 | 127.9% | $176.12万 | 加仓 |
| IMTM | iShares | $311.30万 | 0.01% | 64,831 | -133 | -0.2% | -$6,386 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $310.00万 | 0.01% | 100,127 | -4,573 | -4.4% | -$14.16万 | 减仓 |
| FIXD | First Trust Exchange-Traded Fund VIII | $304.60万 | 0.01% | 69,870 | -1,767 | -2.5% | -$7.70万 | 减仓 |
| DFSB | Dimensional Fund Advisors LP | $302.00万 | 0.01% | 58,369 | 3,193 | 5.8% | $16.52万 | 加仓 |
| DFIS | Dimensional Fund Advisors LP | $289.90万 | 0.01% | 86,115 | -5,836 | -6.3% | -$19.65万 | 减仓 |
| SGLC | Summit Global Investments LLC | $289.40万 | 0.01% | 77,896 | 11,273 | 16.9% | $41.88万 | 加仓 |
| GOOGL | ALPHABET INC | $287.80万 | 0.01% | 10,008 | 2,671 | 36.4% | $76.81万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $287.20万 | 0.01% | 33,849 | 11,808 | 53.6% | $100.19万 | 加仓 |
| VEU | Vanguard | $272.80万 | 0.01% | 36,328 | 3,285 | 9.9% | $24.67万 | 加仓 |
| CGDG | Capital Research and Management Co | $271.00万 | 0.01% | 75,490 | -8,221 | -9.8% | -$29.51万 | 减仓 |
| IXUS | iShares | $269.30万 | 0.01% | 31,086 | 3,640 | 13.3% | $31.53万 | 加仓 |
| — | First Trust | $266.20万 | 0.01% | 60,028 | 11,348 | 23.3% | $50.32万 | 加仓 |
| — | Tidal Investments LLC | $264.20万 | 0.01% | 150,308 | -11,487 | -7.1% | -$20.19万 | 减仓 |
| FELC | Fidelity Management & Research Co | $260.50万 | 0.00% | 71,809 | 13,002 | 22.1% | $47.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $259.40万 | 0.00% | 32,188 | 4,338 | 15.6% | $34.96万 | 加仓 |
| AVGE | American Century Investment Management Inc | $255.80万 | 0.00% | 29,062 | 157 | 0.5% | $1.38万 | 加仓 |
| IWF | iShares | $254.60万 | 0.00% | 5,970 | 250 | 4.4% | $10.66万 | 加仓 |
| IGOV | iShares | $251.10万 | 0.00% | 61,151 | 886 | 1.5% | $3.64万 | 加仓 |
| IEI | ISHARES TR | $244.20万 | 0.00% | 20,590 | 1,485 | 7.8% | $17.61万 | 加仓 |
| VXF | Vanguard | $244.10万 | 0.00% | 11,862 | -1,169 | -9.0% | -$24.06万 | 减仓 |
| — | CAMBRIA ETF TR | $238.70万 | 0.00% | 67,283 | -4,364 | -6.1% | -$15.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $237.20万 | 0.00% | 28,661 | -1,695 | -5.6% | -$14.03万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED | $236.20万 | 0.00% | 41,669 | 9,506 | 29.6% | $53.88万 | 加仓 |
| TIP | ISHARES TR | $234.30万 | 0.00% | 21,232 | 2,019 | 10.5% | $22.28万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $234.10万 | 0.00% | 26,555 | 4,175 | 18.7% | $36.81万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $233.80万 | 0.00% | 70,488 | -6,566 | -8.5% | -$21.78万 | 减仓 |
| VGT | Vanguard | $231.80万 | 0.00% | 3,322 | -675 | -16.9% | -$47.10万 | 减仓 |
| FNDX | Schwab | $229.70万 | 0.00% | 82,460 | 48,248 | 141.0% | $134.40万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $225.20万 | 0.00% | 46,021 | 3,896 | 9.2% | $19.06万 | 加仓 |
| IQLT | iShares | $221.70万 | 0.00% | 47,954 | 3,046 | 6.8% | $14.08万 | 加仓 |
| LQDH | iShares | $221.60万 | 0.00% | 24,002 | 1,542 | 6.9% | $14.24万 | 加仓 |
| NEAR | iShares | $219.30万 | 0.00% | 43,134 | -1,565 | -3.5% | -$7.96万 | 减仓 |
| CGSM | Capital Research and Management Co | $216.30万 | 0.00% | 82,317 | -11,688 | -12.4% | -$30.71万 | 减仓 |
| QEFA | SPDR State Street Global Advisors | $215.00万 | 0.00% | 23,053 | 273 | 1.2% | $2.55万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $212.40万 | 0.00% | 2,132 | 347 | 19.4% | $34.57万 | 加仓 |
| SLV | iShares | $211.10万 | 0.00% | 30,978 | 11,621 | 60.0% | $79.19万 | 加仓 |
| VNLA | Janus | $209.90万 | 0.00% | 42,951 | -51,043 | -54.3% | -$249.45万 | 减仓 |
| DIHP | Dimensional Fund Advisors LP | $204.90万 | 0.00% | 63,602 | 7,052 | 12.5% | $22.72万 | 加仓 |
| DEHP | Dimensional Fund Advisors LP | $203.40万 | 0.00% | 60,187 | 1,954 | 3.4% | $6.60万 | 加仓 |
| — | Bitwise Asset Management Inc | $202.90万 | 0.00% | 135,281 | 10,895 | 8.8% | $16.34万 | 加仓 |
| PULS | PGIM ETF TR | $201.30万 | 0.00% | 40,663 | 4,782 | 13.3% | $23.67万 | 加仓 |
| SCHR | Schwab ETFs | $200.70万 | 0.00% | 80,590 | 5,107 | 6.8% | $12.72万 | 加仓 |
| IWP | iShares | $198.30万 | 0.00% | 15,475 | 3,967 | 34.5% | $50.83万 | 加仓 |
| PCY | Invesco | $192.10万 | 0.00% | 91,910 | 21,623 | 30.8% | $45.19万 | 加仓 |
| — | Summit Global Investments LLC | $191.00万 | 0.00% | 74,449 | 10,216 | 15.9% | $26.21万 | 加仓 |
| BIL | SPDR SERIES TRUST | $183.40万 | 0.00% | 20,016 | 2,219 | 12.5% | $20.33万 | 加仓 |
| ISTB | ISHARES TR | $176.00万 | 0.00% | 36,320 | -3,576 | -9.0% | -$17.33万 | 减仓 |
| BRK/B | N/A | $172.90万 | 0.00% | 3,608 | 1,525 | 73.2% | $73.08万 | 加仓 |
| GLDM | SPDR State Street Global Advisors | $168.20万 | 0.00% | 18,150 | 9,017 | 98.7% | $83.56万 | 加仓 |
| FNDE | Schwab | $167.10万 | 0.00% | 43,678 | 864 | 2.0% | $3.31万 | 加仓 |
| HYD | MARKET VECTORS ETF TR | $166.10万 | 0.00% | 33,137 | 153 | 0.5% | $7,669 | 加仓 |
| IVW | ISHARES TR | $165.80万 | 0.00% | 14,654 | -141 | -1.0% | -$1.60万 | 减仓 |
| CVSB | Morgan Stanley Investment Management Inc | $165.40万 | 0.00% | 32,678 | 1,793 | 5.8% | $9.08万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $164.70万 | 0.00% | 49,757 | 49,757 | — | $164.70万 | 新建仓 |
| EZU | iShares | $163.50万 | 0.00% | 26,109 | 68 | 0.3% | $4,258 | 加仓 |
| MTUM | iShares | $162.60万 | 0.00% | 6,776 | -176 | -2.5% | -$4.22万 | 减仓 |
| LRGF | iShares | $161.90万 | 0.00% | 24,535 | -402 | -1.6% | -$2.65万 | 减仓 |
| FNDA | Schwab | $161.60万 | 0.00% | 49,836 | 5,100 | 11.4% | $16.54万 | 加仓 |
| IMCG | iShares | $159.90万 | 0.00% | 20,297 | -6,770 | -25.0% | -$53.33万 | 减仓 |
| EFAV | iShares | $159.60万 | 0.00% | 17,466 | -423 | -2.4% | -$3.87万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $158.70万 | 0.00% | 31,498 | 11,758 | 59.6% | $59.24万 | 加仓 |
| TBIL | F/m Investments LLC | $158.20万 | 0.00% | 31,722 | -15,642 | -33.0% | -$78.01万 | 减仓 |
| — | Calamos Advisors LLC | $157.70万 | 0.00% | 83,569 | -4,274 | -4.9% | -$8.07万 | 减仓 |
| VSGX | Vanguard | $156.70万 | 0.00% | 21,842 | 548 | 2.6% | $3.93万 | 加仓 |
| FTGS | First Trust Advisors LP | $151.80万 | 0.00% | 44,592 | 5,250 | 13.3% | $17.87万 | 加仓 |
| — | Toroso Investments LLC ETFs/USA | $148.70万 | 0.00% | 74,450 | 2,075 | 2.9% | $4.14万 | 加仓 |
| VYMI | Vanguard | $147.50万 | 0.00% | 15,651 | 4,955 | 46.3% | $46.70万 | 加仓 |
| GVI | ISHARES TR | $147.40万 | 0.00% | 13,816 | 69 | 0.5% | $7,361 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED | $147.30万 | 0.00% | 37,361 | -10,222 | -21.5% | -$40.30万 | 减仓 |
| AGGY | WisdomTree | $147.10万 | 0.00% | 33,850 | -4,399 | -11.5% | -$19.12万 | 减仓 |
| IDMO | Invesco | $145.60万 | 0.00% | 26,549 | -2,161 | -7.5% | -$11.85万 | 减仓 |
| — | Cambria Investment Management LP | $144.60万 | 0.00% | 58,292 | -133 | -0.2% | -$3,299 | 减仓 |
| MGK | Vanguard | $143.80万 | 0.00% | 3,914 | 504 | 14.8% | $18.52万 | 加仓 |
| JHMM | John Hancock | $143.60万 | 0.00% | 21,401 | -3,330 | -13.5% | -$22.34万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $143.10万 | 0.00% | 19,985 | 9,214 | 85.5% | $65.98万 | 加仓 |
| JNK | SPDR SERIES TRUST | $137.40万 | 0.00% | 14,351 | -158 | -1.1% | -$1.51万 | 减仓 |
| HYG | ISHARES TR | $137.00万 | 0.00% | 17,225 | -1,251 | -6.8% | -$9.95万 | 减仓 |
| DFAW | Dimensional Fund Advisors LP | $136.60万 | 0.00% | 18,519 | 695 | 3.9% | $5.13万 | 加仓 |
| DBEF | DBX ETF TR | $133.40万 | 0.00% | 27,003 | 8,866 | 48.9% | $43.80万 | 加仓 |
| IWM | ISHARES TR | $133.20万 | 0.00% | 5,369 | -591 | -9.9% | -$14.66万 | 减仓 |
| DFNM | Dimensional Fund Advisors LP | $132.50万 | 0.00% | 27,643 | 1,058 | 4.0% | $5.07万 | 加仓 |
| XLRE | SPDR State Street Global Advisors | $131.60万 | 0.00% | 32,236 | 9,552 | 42.1% | $39.00万 | 加仓 |
| DFSE | Dimensional Fund Advisors LP | $130.90万 | 0.00% | 30,902 | 1,027 | 3.4% | $4.35万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $129.60万 | 0.00% | 48,718 | 3,490 | 7.7% | $9.28万 | 加仓 |
| IWB | ISHARES TR | $127.40万 | 0.00% | 3,572 | -386 | -9.8% | -$13.77万 | 减仓 |
| FBTC | FD Funds Management LLC | $127.10万 | 0.00% | 21,526 | 4,871 | 29.2% | $28.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $126.50万 | 0.00% | 1,495 | 883 | 144.3% | $74.72万 | 加仓 |
| EMLP | FIRST TR EXCHANGE TRADED FD | $125.60万 | 0.00% | 28,773 | -11,772 | -29.0% | -$51.39万 | 减仓 |
| JBND | JP Morgan Investment Management Inc | $125.60万 | 0.00% | 23,363 | 16,324 | 231.9% | $87.76万 | 加仓 |
| AVLV | American Century Investment Management Inc | $125.10万 | 0.00% | 15,521 | 1,031 | 7.1% | $8.31万 | 加仓 |
| ILTB | ISHARES | $124.50万 | 0.00% | 25,422 | 1,198 | 4.9% | $5.87万 | 加仓 |
| XLV | Health | $124.30万 | 0.00% | 8,475 | 521 | 6.6% | $7.64万 | 加仓 |
| IDEV | iShares | $124.20万 | 0.00% | 14,868 | 1,461 | 10.9% | $12.20万 | 加仓 |
| EFV | ISHARES TR | $121.20万 | 0.00% | 16,302 | -1,749 | -9.7% | -$13.00万 | 减仓 |
| AVGO | BROADCOM INC | $120.00万 | 0.00% | 3,876 | 1,555 | 67.0% | $48.14万 | 加仓 |
| CTA | Simplify Asset Management Inc | $120.00万 | 0.00% | 39,698 | 18,976 | 91.6% | $57.36万 | 加仓 |