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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $119.20万 | 0.00% | 2,083 | 806 | 63.1% | $46.12万 | 加仓 |
| DLS | WisdomTree | $118.10万 | 0.00% | 14,491 | -936 | -6.1% | -$7.63万 | 减仓 |
| VGSR | Vertical Capital Asset Management LLC | $117.60万 | 0.00% | 113,866 | 141 | 0.1% | $1,456 | 加仓 |
| IWO | iShares | $115.90万 | 0.00% | 3,694 | 1,297 | 54.1% | $40.69万 | 加仓 |
| EMXC | ISHARES INC | $115.50万 | 0.00% | 14,679 | -76 | -0.5% | -$5,980 | 减仓 |
| DIA | SPDR DOW JONES INDL AVRG ETF | $115.20万 | 0.00% | 2,487 | 241 | 10.7% | $11.16万 | 加仓 |
| WMT | WALMART INC | $113.20万 | 0.00% | 9,111 | 910 | 11.1% | $11.31万 | 加仓 |
| FENI | Fidelity Management & Research Co | $112.30万 | 0.00% | 30,200 | 3,548 | 13.3% | $13.19万 | 加仓 |
| JEPQ | JP Morgan Investment Management Inc/Singapore | $112.10万 | 0.00% | 20,195 | 4,035 | 25.0% | $22.40万 | 加仓 |
| AVIV | American Century Investment Management Inc | $111.80万 | 0.00% | 14,947 | 9,920 | 197.3% | $74.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $110.90万 | 0.00% | 18,102 | 2,199 | 13.8% | $13.47万 | 加仓 |
| SGOL | ETFS GOLD TR | $110.40万 | 0.00% | 24,739 | -4,733 | -16.1% | -$21.12万 | 减仓 |
| AAXJ | ISHARES TR | $109.60万 | 0.00% | 11,382 | 528 | 4.9% | $5.08万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $108.40万 | 0.00% | 13,974 | 13,974 | — | $108.40万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $108.20万 | 0.00% | 54,477 | 54,477 | — | $108.20万 | 新建仓 |
| — | Summit Global Investments LLC | $106.90万 | 0.00% | 38,245 | 6,687 | 21.2% | $18.69万 | 加仓 |
| EFA | ISHARES TR | $105.70万 | 0.00% | 10,880 | 263 | 2.5% | $2.56万 | 加仓 |
| ORCL | ORACLE CORP | $105.00万 | 0.00% | 7,139 | 1,090 | 18.0% | $16.03万 | 加仓 |
| VDE | VANGUARD WORLD FDS | $104.20万 | 0.00% | 6,021 | -405 | -6.3% | -$7.01万 | 减仓 |
| EUSB | iShares | $103.60万 | 0.00% | 23,820 | -23,381 | -49.5% | -$101.69万 | 减仓 |
| EMLC | VANECK VECTORS TR | $103.30万 | 0.00% | 41,135 | -7,574 | -15.5% | -$19.02万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $101.50万 | 0.00% | 8,881 | 400 | 4.7% | $4.57万 | 加仓 |
| — | Dimensional | $101.50万 | 0.00% | 14,265 | 2,255 | 18.8% | $16.05万 | 加仓 |
| — | Van Eck | $101.40万 | 0.00% | 42,325 | -77,792 | -64.8% | -$186.37万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $98.90万 | 0.00% | 26,489 | -2,464 | -8.5% | -$9.20万 | 减仓 |
| XLU | SPDR State Street Global Advisors | $98.30万 | 0.00% | 21,428 | 3,341 | 18.5% | $15.33万 | 加仓 |
| ITA | iShares | $98.10万 | 0.00% | 4,483 | 3,172 | 242.0% | $69.41万 | 加仓 |
| VIOV | Vanguard | $97.30万 | 0.00% | 9,568 | -194 | -2.0% | -$1.97万 | 减仓 |
| USSG | DBX ETF TR | $96.30万 | 0.00% | 16,139 | 2,002 | 14.2% | $11.95万 | 加仓 |
| VRIG | Invesco | $95.90万 | 0.00% | 38,313 | -12,025 | -23.9% | -$30.10万 | 减仓 |
| VTES | Vanguard Group Inc/The | $94.90万 | 0.00% | 9,382 | 1,327 | 16.5% | $13.42万 | 加仓 |
| SMH | Van Eck | $94.70万 | 0.00% | 2,470 | 990 | 66.9% | $37.96万 | 加仓 |
| NUSC | Nuveen | $94.50万 | 0.00% | 20,979 | -148 | -0.7% | -$6,667 | 减仓 |
| NFLX | NETFLIX INC | $93.30万 | 0.00% | 9,704 | 3,954 | 68.8% | $38.02万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $92.70万 | 0.00% | 22,388 | -1,522 | -6.4% | -$6.30万 | 减仓 |
| — | Cambria Investment Management LP | $92.10万 | 0.00% | 36,636 | 354 | 1.0% | $8,899 | 加仓 |
| RKLB | Rocket Lab Corp | $91.90万 | 0.00% | 14,308 | 2,010 | 16.3% | $12.91万 | 加仓 |
| SRLN | SPDR State Street Global Advisors | $91.40万 | 0.00% | 22,781 | 1,740 | 8.3% | $6.98万 | 加仓 |
| HAUZ | Deutsche Asset Management | $91.00万 | 0.00% | 40,249 | 18,057 | 81.4% | $40.83万 | 加仓 |
| IUSG | ISHARES TR | $90.60万 | 0.00% | 5,840 | 283 | 5.1% | $4.39万 | 加仓 |
| BOND | PIMCO ETF TR | $90.40万 | 0.00% | 9,797 | 1,346 | 15.9% | $12.42万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $90.10万 | 0.00% | 21,691 | 3,825 | 21.4% | $15.89万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $90.00万 | 0.00% | 21,439 | -7,200 | -25.1% | -$30.23万 | 减仓 |
| DGS | WISDOMTREE TR | $89.30万 | 0.00% | 14,862 | 352 | 2.4% | $2.12万 | 加仓 |
| SPTS | SPDR State Street Global Advisors | $88.30万 | 0.00% | 30,276 | 3,047 | 11.2% | $8.89万 | 加仓 |
| FDL | First Trust | $86.60万 | 0.00% | 17,054 | -334 | -1.9% | -$1.70万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $86.30万 | 0.00% | 5,922 | 1,390 | 30.7% | $20.26万 | 加仓 |
| SLYV | SPDR State Street Global Advisors | $86.20万 | 0.00% | 9,110 | 56 | 0.6% | $5,299 | 加仓 |
| SCZ | ISHARES TR | $83.60万 | 0.00% | 10,658 | 78 | 0.7% | $6,118 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD | $83.20万 | 0.00% | 33,585 | 7,171 | 27.1% | $17.76万 | 加仓 |
| ARKW | Ark ETF Trust | $82.90万 | 0.00% | 6,870 | 175 | 2.6% | $2.11万 | 加仓 |
| SCHO | Schwab ETFs | $82.90万 | 0.00% | 34,169 | 25,802 | 308.4% | $62.60万 | 加仓 |
| IAUM | BlackRock Fund Advisors | $82.00万 | 0.00% | 17,552 | 12,270 | 232.3% | $57.32万 | 加仓 |
| DIVI | Franklin Templeton Investments | $81.40万 | 0.00% | 20,442 | 3,975 | 24.1% | $15.83万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $81.00万 | 0.00% | 29,637 | 3,091 | 11.6% | $8.45万 | 加仓 |
| DFUV | Dimensional Fund Advisors LP | $81.00万 | 0.00% | 16,706 | 612 | 3.8% | $2.97万 | 加仓 |
| CGMU | Capital Research and Management Co | $80.80万 | 0.00% | 29,767 | 1,454 | 5.1% | $3.95万 | 加仓 |
| IVOG | Vanguard | $80.00万 | 0.00% | 6,400 | -209 | -3.2% | -$2.61万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $79.90万 | 0.00% | 16,186 | 3,066 | 23.4% | $15.13万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $79.80万 | 0.00% | 8,226 | 8,226 | — | $79.80万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $79.20万 | 0.00% | 17,147 | 17,147 | — | $79.20万 | 新建仓 |
| PLTR | Palantir Technologies Inc | $78.80万 | 0.00% | 5,386 | 2,622 | 94.9% | $38.36万 | 加仓 |
| RLY | SPDR State Street Global Advisors | $78.70万 | 0.00% | 21,766 | 3,426 | 18.7% | $12.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $76.50万 | 0.00% | 3,941 | 37 | 0.9% | $7,182 | 加仓 |
| PSK | SPDR SERIES TRUST | $76.40万 | 0.00% | 24,784 | 5 | 0.0% | $154 | 加仓 |
| GOVT | iShares | $76.10万 | 0.00% | 33,237 | 2,857 | 9.4% | $6.54万 | 加仓 |
| EEM | ISHARES TR | $75.60万 | 0.00% | 13,318 | 1,669 | 14.3% | $9.47万 | 加仓 |
| FMDE | Fidelity Management & Research Co | $75.60万 | 0.00% | 21,010 | 6,398 | 43.8% | $23.02万 | 加仓 |
| QLD | ProShares | $75.50万 | 0.00% | 12,384 | 2,396 | 24.0% | $14.61万 | 加仓 |
| VONE | Vanguard | $74.30万 | 0.00% | 2,517 | 61 | 2.5% | $1.80万 | 加仓 |
| — | N/A | $73.80万 | 0.00% | 4,351 | 915 | 26.6% | $15.52万 | 加仓 |
| EEMV | ISHARES | $73.60万 | 0.00% | 11,367 | -306 | -2.6% | -$1.98万 | 减仓 |
| QQQI | Neos Investment Management LLC | $73.60万 | 0.00% | 14,806 | 6,358 | 75.3% | $31.61万 | 加仓 |
| VONG | VANGUARD INDEX FDS | $73.00万 | 0.00% | 6,655 | 527 | 8.6% | $5.78万 | 加仓 |
| AIQ | GLOBAL X FDS | $72.10万 | 0.00% | 15,441 | 6,065 | 64.7% | $28.32万 | 加仓 |
| SPHQ | Invesco | $70.30万 | 0.00% | 9,346 | 1,754 | 23.1% | $13.19万 | 加仓 |
| DON | WisdomTree | $69.90万 | 0.00% | 13,296 | -819 | -5.8% | -$4.31万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $69.60万 | 0.00% | 26,768 | 26,768 | — | $69.60万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO. | $69.30万 | 0.00% | 2,356 | 34 | 1.5% | $1.00万 | 加仓 |
| IDLV | Invesco | $69.20万 | 0.00% | 20,073 | 8,519 | 73.7% | $29.37万 | 加仓 |
| XMVM | Invesco | $68.70万 | 0.00% | 10,554 | 4,194 | 65.9% | $27.30万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $68.40万 | 0.00% | 9,064 | -772 | -7.8% | -$5.83万 | 减仓 |
| GTO | Invesco | $66.60万 | 0.00% | 14,215 | 3,193 | 29.0% | $14.96万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $66.10万 | 0.00% | 13,065 | 4,645 | 55.2% | $23.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $65.20万 | 0.00% | 1,931 | 1,931 | — | $65.20万 | 新建仓 |
| JPIE | JP Morgan Investment Management Inc | $64.90万 | 0.00% | 14,077 | 1,988 | 16.4% | $9.17万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $64.50万 | 0.00% | 2,385 | 2,385 | — | $64.50万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $64.30万 | 0.00% | 13,867 | 13,867 | — | $64.30万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $64.00万 | 0.00% | 5,126 | 677 | 15.2% | $8.45万 | 加仓 |
| — | Cambria Funds | $63.90万 | 0.00% | 26,639 | -1,866 | -6.5% | -$4.48万 | 减仓 |
| SPAB | SPDR State Street Global Advisors | $63.60万 | 0.00% | 24,807 | 3,473 | 16.3% | $8.90万 | 加仓 |
| XLK | SPDR | $63.30万 | 0.00% | 4,760 | 1,049 | 28.3% | $13.95万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $63.10万 | 0.00% | 22,014 | 1,141 | 5.5% | $3.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.00万 | 0.00% | 2,536 | 491 | 24.0% | $12.00万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $61.90万 | 0.00% | 24,598 | 24,598 | — | $61.90万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $61.50万 | 0.00% | 10,255 | 1,793 | 21.2% | $10.75万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $61.20万 | 0.00% | 16,109 | 16,109 | — | $61.20万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $60.80万 | 0.00% | 36,283 | 36,283 | — | $60.80万 | 新建仓 |
| SPYI | Neos Investment Management LLC | $60.40万 | 0.00% | 12,239 | 7,702 | 169.8% | $38.01万 | 加仓 |
| PTF | Invesco | $60.00万 | 0.00% | 6,953 | 1,295 | 22.9% | $11.18万 | 加仓 |