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 |
|---|---|---|---|---|---|---|---|---|
| ARKK | Ark ETF Trust | $35.70万 | 0.00% | 5,286 | -173 | -3.2% | -$1.17万 | 减仓 |
| CAT | CATERPILLAR INC | $35.30万 | 0.00% | 498 | 112 | 29.0% | $7.94万 | 加仓 |
| V | VISA INC | $35.20万 | 0.00% | 1,165 | 220 | 23.3% | $6.65万 | 加仓 |
| FRDM | EA SERIES TRUST | $35.20万 | 0.00% | 6,443 | 6,443 | — | $35.20万 | 新建仓 |
| JSTC | TIDAL TRUST I | $35.10万 | 0.00% | 18,029 | 239 | 1.3% | $4,653 | 加仓 |
| CMI | CUMMINS INC | $35.10万 | 0.00% | 652 | -3 | -0.5% | -$1,615 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $35.00万 | 0.00% | 4,623 | 4,623 | — | $35.00万 | 新建仓 |
| — | Empowered Funds LLC | $34.00万 | 0.00% | 8,695 | 150 | 1.8% | $5,865 | 加仓 |
| PWZ | Invesco | $33.80万 | 0.00% | 14,165 | -39 | -0.3% | -$931 | 减仓 |
| — | FIDELITY ETHEREUM FD | $33.60万 | 0.00% | 16,102 | 16,102 | — | $33.60万 | 新建仓 |
| — | Goldman Sachs | $33.50万 | 0.00% | 7,524 | -16,589 | -68.8% | -$73.86万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $33.50万 | 0.00% | 2,486 | 148 | 6.3% | $1.99万 | 加仓 |
| HODL | Vaneck Digital Assets LLC | $33.40万 | 0.00% | 17,443 | 812 | 4.9% | $1.55万 | 加仓 |
| FIIG | First Trust Advisors LP | $33.30万 | 0.00% | 16,067 | 2,607 | 19.4% | $5.40万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.20万 | 0.00% | 3,593 | 43 | 1.2% | $3,973 | 加仓 |
| FIDU | Fidelity Investments | $33.10万 | 0.00% | 3,830 | -68 | -1.7% | -$5,877 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD | $32.60万 | 0.00% | 3,149 | 38 | 1.2% | $3,934 | 加仓 |
| ELCV | Eventide Asset Management LLC | $32.60万 | 0.00% | 11,254 | -353 | -3.0% | -$1.02万 | 减仓 |
| WMB | WILLIAMS COS INC | $32.60万 | 0.00% | 4,479 | -287 | -6.0% | -$2.09万 | 减仓 |
| JBBB | Janus Henderson Investors US | $32.40万 | 0.00% | 6,960 | 821 | 13.4% | $3.82万 | 加仓 |
| IEO | ISHARES TR | $32.40万 | 0.00% | 2,595 | 2,595 | — | $32.40万 | 新建仓 |
| IJT | iShares | $32.20万 | 0.00% | 2,226 | -1,167 | -34.4% | -$16.88万 | 减仓 |
| IYW | iShares | $32.10万 | 0.00% | 1,772 | 175 | 11.0% | $3.17万 | 加仓 |
| DIS | N/A | $32.00万 | 0.00% | 3,321 | 247 | 8.0% | $2.38万 | 加仓 |
| FTEC | Fidelity Investments | $31.90万 | 0.00% | 1,535 | 93 | 6.4% | $1.93万 | 加仓 |
| USFR | WISDOMTREE TR | $31.90万 | 0.00% | 6,328 | 6,328 | — | $31.90万 | 新建仓 |
| MINO | Pacific Investment Management Co LLC | $31.70万 | 0.00% | 7,019 | -50 | -0.7% | -$2,258 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.40万 | 0.00% | 1,720 | 1,720 | — | $31.40万 | 新建仓 |
| FDVV | Fidelity Investments | $31.20万 | 0.00% | 5,648 | -3,561 | -38.7% | -$19.67万 | 减仓 |
| MGV | Vanguard | $30.80万 | 0.00% | 2,125 | -22 | -1.0% | -$3,189 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.80万 | 0.00% | 6,141 | 6,141 | — | $30.80万 | 新建仓 |
| IBDS | ISHARES TR | $30.20万 | 0.00% | 12,453 | 2,249 | 22.0% | $5.45万 | 加仓 |
| PYLD | PIMCO ETF TR | $30.00万 | 0.00% | 11,455 | 11,455 | — | $30.00万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $29.90万 | 0.00% | 13,192 | 13,192 | — | $29.90万 | 新建仓 |
| — | EA SERIES TRUST | $29.80万 | 0.00% | 8,479 | 8,479 | — | $29.80万 | 新建仓 |
| IGM | iShares | $29.60万 | 0.00% | 2,500 | 223 | 9.8% | $2.64万 | 加仓 |
| COPX | GLOBAL X FDS | $29.40万 | 0.00% | 3,850 | 3,850 | — | $29.40万 | 新建仓 |
| IMTB | ISHARES TR | $29.20万 | 0.00% | 6,654 | 6,654 | — | $29.20万 | 新建仓 |
| 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 |
| HEQT | Simplify Asset Management Inc | $29.00万 | 0.00% | 9,207 | -109 | -1.2% | -$3,433 | 减仓 |
| WTMF | WISDOMTREE TR | $28.80万 | 0.00% | 7,251 | -302 | -4.0% | -$1.20万 | 减仓 |
| MINT | PIMCO ETF TR | $28.60万 | 0.00% | 2,845 | -1,291 | -31.2% | -$12.98万 | 减仓 |
| NOBL | ProShares | $28.50万 | 0.00% | 2,686 | -447 | -14.3% | -$4.74万 | 减仓 |
| — | EA Series Trust | $28.30万 | 0.00% | 6,230 | -306 | -4.7% | -$1.39万 | 减仓 |
| USMV | iShares | $28.00万 | 0.00% | 3,023 | -110 | -3.5% | -$1.02万 | 减仓 |
| BITQ | Bitwise Investment Managers | $27.80万 | 0.00% | 14,762 | -9,416 | -38.9% | -$17.73万 | 减仓 |
| CRM | SALESFORCE INC | $27.60万 | 0.00% | 1,479 | 1,479 | — | $27.60万 | 新建仓 |
| GPIX | Goldman Sachs Asset Management LP | $27.50万 | 0.00% | 5,500 | 331 | 6.4% | $1.66万 | 加仓 |
| TOTL | SPDR State Street Global Advisors | $27.50万 | 0.00% | 6,932 | 747 | 12.1% | $2.96万 | 加仓 |
| SPHB | Invesco | $27.50万 | 0.00% | 2,369 | 316 | 15.4% | $3.67万 | 加仓 |
| VFH | VANGUARD WORLD FDS | $26.70万 | 0.00% | 2,211 | 670 | 43.5% | $8.09万 | 加仓 |
| RTX | RTX CORPORATION | $26.40万 | 0.00% | 1,369 | 1,369 | — | $26.40万 | 新建仓 |
| DFIP | Dimensional Fund Advisors LP | $26.20万 | 0.00% | 6,283 | 699 | 12.5% | $2.91万 | 加仓 |
| PEP | PEPSICO INC | $25.70万 | 0.00% | 1,654 | 1,654 | — | $25.70万 | 新建仓 |
| — | Ridgeline Research LLC | $25.60万 | 0.00% | 5,374 | -838 | -13.5% | -$3.99万 | 减仓 |
| 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 |
| ABT | ABBOTT LABS | $25.10万 | 0.00% | 2,447 | 49 | 2.0% | $5,026 | 加仓 |
| 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 |
| ASTS | AST SPACEMOBILE INC | $24.60万 | 0.00% | 2,971 | 2,971 | — | $24.60万 | 新建仓 |
| HDEF | DBX ETF TR | $24.50万 | 0.00% | 7,574 | 7,574 | — | $24.50万 | 新建仓 |
| IYC | iShares | $24.40万 | 0.00% | 2,516 | 263 | 11.7% | $2.55万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $24.20万 | 0.00% | 5,322 | 5,322 | — | $24.20万 | 新建仓 |
| FXL | First Trust | $24.10万 | 0.00% | 1,516 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $24.10万 | 0.00% | 11,516 | 11,516 | — | $24.10万 | 新建仓 |
| ICOP | ISHARES TR | $24.00万 | 0.00% | 5,036 | 5,036 | — | $24.00万 | 新建仓 |
| FDV | Federated Equity Management Co of Pennsylvania | $23.60万 | 0.00% | 7,666 | 255 | 3.4% | $7,850 | 加仓 |
| — | Clockwise Capital LLC | $23.30万 | 0.00% | 10,209 | 2,069 | 25.4% | $4.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $23.30万 | 0.00% | 1,764 | 1,764 | — | $23.30万 | 新建仓 |
| GDX | VANECK ETF TRUST | $23.20万 | 0.00% | 2,531 | 2,531 | — | $23.20万 | 新建仓 |
| TPHD | TIMOTHY PLAN | $23.10万 | 0.00% | 5,574 | 5,574 | — | $23.10万 | 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 | 509 | 16.5% | $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 |
| ADBE | ADOBE INC | $22.80万 | 0.00% | 938 | 938 | — | $22.80万 | 新建仓 |
| — | ProShares | $22.70万 | 0.00% | 2,244 | 32 | 1.4% | $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 |
| BILS | State Street Global Advisors Inc | $22.60万 | 0.00% | 2,276 | -2,976 | -56.7% | -$29.55万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $22.50万 | 0.00% | 6,219 | 6,219 | — | $22.50万 | 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 |
| 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 |
| 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 | 483 | 6.5% | $1.35万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $22.10万 | 0.00% | 6,997 | 6,997 | — | $22.10万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $21.90万 | 0.00% | 5,374 | 5,374 | — | $21.90万 | 新建仓 |
| NUEM | NUSHARES ETF TR | $21.80万 | 0.00% | 5,943 | 159 | 2.7% | $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 | 56 | 1.1% | $2,269 | 重新持有 |
| 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 |
| BIBL | NORTHERN LTS FD TR IV | $21.60万 | 0.00% | 4,582 | -805 | -14.9% | -$3.79万 | 减仓 |
| HEFA | iShares | $21.50万 | 0.00% | 5,069 | -950 | -15.8% | -$4.03万 | 减仓 |