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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX MANAGED INTL FD | $88.39亿 | 16.74% | 137,930,799 | -657,567 | -0.5% | -$4,213.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.68亿 | 14.90% | 24,526,707 | -644,868 | -2.6% | -$2.07亿 | 减仓 |
| SPYM | SPDR State Street Global Advisors | $70.13亿 | 13.28% | 91,626,856 | 8,041,014 | 9.6% | $6.15亿 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.85亿 | 5.46% | 53,371,727 | -361,080 | -0.7% | -$1,951.64万 | 减仓 |
| AGG | ISHARES TR | $23.73亿 | 4.50% | 23,905,376 | -2,350,108 | -9.0% | -$2.33亿 | 减仓 |
| MUB | ISHARES TR | $20.79亿 | 3.94% | 19,583,732 | 593,514 | 3.1% | $6,300.15万 | 加仓 |
| ITOT | ISHARES TR | $15.12亿 | 2.86% | 10,617,929 | -62,926 | -0.6% | -$896.25万 | 减仓 |
| SPMD | SPDR State Street Global Advisors | $11.96亿 | 2.27% | 20,199,297 | -951,864 | -4.5% | -$5,636.94万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9.54亿 | 1.81% | 4,864,568 | -109,422 | -2.2% | -$2,146.86万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $9.32亿 | 1.77% | 19,400,574 | -157,701 | -0.8% | -$757.75万 | 减仓 |
| SPSM | SPDR State Street Global Advisors | $9.19亿 | 1.74% | 19,018,965 | 261,446 | 1.4% | $1,263.31万 | 加仓 |
| IEFA | ISHARES TR | $8.39亿 | 1.59% | 9,262,506 | -346,397 | -3.6% | -$3,135.93万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $7.33亿 | 1.39% | 28,599,516 | 10,450,588 | 57.6% | $2.68亿 | 加仓 |
| GSLC | Goldman Sachs | $7.22亿 | 1.37% | 5,769,076 | -236,640 | -3.9% | -$2,961.07万 | 减仓 |
| JPST | JP Morgan | $6.91亿 | 1.31% | 13,652,039 | 470,939 | 3.6% | $2,383.42万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6.90亿 | 1.31% | 3,741,881 | -182,729 | -4.7% | -$3,367.33万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6.34亿 | 1.20% | 2,917,128 | -102,538 | -3.4% | -$2,227.64万 | 减仓 |
| GBIL | Goldman Sachs | $6.11亿 | 1.16% | 6,099,166 | 236,995 | 4.0% | $2,374.45万 | 加仓 |
| ESGU | iShares | $5.72亿 | 1.08% | 4,041,916 | 117,320 | 3.0% | $1,659.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.25亿 | 0.99% | 21,209,364 | -651,134 | -3.0% | -$1,611.56万 | 减仓 |
| TFI | SPDR SERIES TRUST | $5.24亿 | 0.99% | 11,563,595 | -542,670 | -4.5% | -$2,460.46万 | 减仓 |
| EMB | ISHARES TR | $5.08亿 | 0.96% | 5,407,726 | -546,595 | -9.2% | -$5,134.17万 | 减仓 |
| STIP | iShares | $4.64亿 | 0.88% | 4,487,580 | 115,711 | 2.6% | $1,196.80万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.95亿 | 0.75% | 15,717,854 | -438,408 | -2.7% | -$1,100.40万 | 减仓 |
| IEMG | ISHARES INC | $3.94亿 | 0.75% | 5,653,446 | -258,866 | -4.4% | -$1,805.59万 | 减仓 |
| SPDW | SPDR State Street Global Advisors | $3.77亿 | 0.71% | 8,266,335 | 851,639 | 11.5% | $3,887.73万 | 加仓 |
| ESGD | iShares | $3.75亿 | 0.71% | 3,918,891 | -28,114 | -0.7% | -$268.83万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS INC | $3.74亿 | 0.71% | 5,700,214 | 1,040,467 | 22.3% | $6,834.83万 | 加仓 |
| VTEB | VANGUARD BD INDEX FD INC | $3.46亿 | 0.65% | 6,930,029 | 222,124 | 3.3% | $1,108.18万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED | $2.94亿 | 0.56% | 6,234,652 | 6,127,011 | 5,692.1% | $2.88亿 | 加仓 |
| CRBN | iShares | $2.90亿 | 0.55% | 1,301,436 | -2,300 | -0.2% | -$51.25万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.29亿 | 0.43% | 382,432 | 69,911 | 22.4% | $4,177.53万 | 加仓 |
| IWS | ISHARES TR | $2.16亿 | 0.41% | 1,478,807 | -71,749 | -4.6% | -$1,045.67万 | 减仓 |
| ESGE | iShares | $1.45亿 | 0.27% | 3,182,530 | -71,793 | -2.2% | -$326.44万 | 减仓 |
| GSIE | Goldman Sachs | $1.42亿 | 0.27% | 3,290,100 | 194,817 | 6.3% | $840.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.41亿 | 0.27% | 321,772 | 6,918 | 2.2% | $302.17万 | 加仓 |
| — | Dimensional | $1.33亿 | 0.25% | 3,427,113 | 155,719 | 4.8% | $605.13万 | 加仓 |
| IWN | ISHARES TR | $1.28亿 | 0.24% | 672,519 | -23,358 | -3.4% | -$442.84万 | 减仓 |
| SPYV | SPDR State Street Global Advisors | $1.27亿 | 0.24% | 2,247,354 | -83,647 | -3.6% | -$473.27万 | 减仓 |
| VOTE | Engine No. 1 | $1.23亿 | 0.23% | 1,615,436 | 42,846 | 2.7% | $326.92万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.22亿 | 0.23% | 4,000,948 | -116,717 | -2.8% | -$355.99万 | 减仓 |
| BND | VANGUARD BD INDEX FD INC | $1.18亿 | 0.22% | 1,601,843 | -116,262 | -6.8% | -$856.16万 | 减仓 |
| IAGG | ISHARES TR | $1.11亿 | 0.21% | 2,223,553 | 404,608 | 22.2% | $2,024.67万 | 加仓 |
| SPYX | SPDR State Street Global Advisors | $1.05亿 | 0.20% | 1,971,282 | 31,204 | 1.6% | $165.47万 | 加仓 |
| SPEM | SPDR State Street Global Advisors | $1.01亿 | 0.19% | 2,148,733 | 382,376 | 21.6% | $1,793.72万 | 加仓 |
| IVV | ISHARES TR | $9,588.00万 | 0.18% | 146,784 | 4,977 | 3.5% | $325.10万 | 加仓 |
| GEM | Goldman Sachs | $8,950.30万 | 0.17% | 2,071,837 | -103,295 | -4.7% | -$446.23万 | 减仓 |
| KOMP | State Street Global Advisors Inc | $8,689.10万 | 0.16% | 1,485,819 | -10,059 | -0.7% | -$58.83万 | 减仓 |
| JMSI | JP Morgan Investment Management Inc | $8,445.50万 | 0.16% | 1,697,584 | 101,713 | 6.4% | $506.02万 | 加仓 |
| ESML | BlackRock Fund Advisors | $8,413.10万 | 0.16% | 1,789,266 | 5,843 | 0.3% | $27.47万 | 加仓 |
| — | Goldman Sachs | $8,284.20万 | 0.16% | 1,832,782 | -137,447 | -7.0% | -$621.26万 | 减仓 |
| EAGG | iShares | $7,893.20万 | 0.15% | 1,659,986 | 11,665 | 0.7% | $55.47万 | 加仓 |
| IVE | ISHARES TR | $7,548.20万 | 0.14% | 357,479 | -12,246 | -3.3% | -$258.58万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7,410.40万 | 0.14% | 258,040 | 472 | 0.2% | $13.55万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $7,317.90万 | 0.14% | 1,465,040 | -90,355 | -5.8% | -$451.32万 | 减仓 |
| SHV | ISHARES TR | $7,195.40万 | 0.14% | 651,818 | -54,327 | -7.7% | -$599.71万 | 减仓 |
| EFAX | SPDR State Street Global Advisors | $7,125.50万 | 0.13% | 1,431,679 | -3,874 | -0.3% | -$19.28万 | 减仓 |
| USHY | ISHARES | $7,022.10万 | 0.13% | 1,906,112 | 110,936 | 6.2% | $408.69万 | 加仓 |
| IGEB | ISHARES TR | $6,891.30万 | 0.13% | 1,529,358 | 93,324 | 6.5% | $420.52万 | 加仓 |
| ESGV | VANGUARD | $6,792.90万 | 0.13% | 605,053 | 71,372 | 13.4% | $801.29万 | 加仓 |
| BGRN | iShares | $6,556.30万 | 0.12% | 1,381,155 | 35,572 | 2.6% | $168.86万 | 加仓 |
| FWD | AllianceBernstein LP | $6,260.90万 | 0.12% | 576,726 | 35,967 | 6.7% | $390.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,045.80万 | 0.11% | 230,828 | 1,608 | 0.7% | $42.12万 | 加仓 |
| GSSC | Goldman Sachs | $5,689.20万 | 0.11% | 763,146 | -29,227 | -3.7% | -$217.89万 | 减仓 |
| DFIC | Dimensional Fund Advisors LP | $5,627.20万 | 0.11% | 1,583,801 | 20,255 | 1.3% | $71.97万 | 加仓 |
| — | Goldman Sachs | $5,483.70万 | 0.10% | 1,126,947 | 57,279 | 5.4% | $278.72万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $5,350.40万 | 0.10% | 1,839,896 | 143,145 | 8.4% | $416.26万 | 加仓 |
| DFCF | Dimensional Fund Advisors LP | $5,305.20万 | 0.10% | 1,256,555 | 77,078 | 6.5% | $325.42万 | 加仓 |
| BSV | VANGUARD BD INDEX FD INC | $4,926.60万 | 0.09% | 628,308 | 13,911 | 2.3% | $109.08万 | 加仓 |
| GMUB | Goldman Sachs Asset Management LP | $4,777.80万 | 0.09% | 937,751 | 105,965 | 12.7% | $539.89万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR | $4,777.00万 | 0.09% | 201,037 | 26,957 | 15.5% | $640.55万 | 加仓 |
| VV | Vanguard | $4,721.00万 | 0.09% | 157,973 | 50,074 | 46.4% | $1,496.45万 | 加仓 |
| IBIT | BlackRock Fund Advisors | $4,382.10万 | 0.08% | 1,140,586 | -54,403 | -4.6% | -$209.01万 | 减仓 |
| GCOR | Goldman Sachs | $4,363.00万 | 0.08% | 1,055,908 | 31,627 | 3.1% | $130.68万 | 加仓 |
| DSI | iShares | $4,238.60万 | 0.08% | 349,749 | -18,691 | -5.1% | -$226.52万 | 减仓 |
| GTIP | Goldman Sachs | $4,226.60万 | 0.08% | 856,115 | 99,168 | 13.1% | $489.59万 | 加仓 |
| QQQ | Invesco | $3,846.30万 | 0.07% | 66,639 | -2,509 | -3.6% | -$144.82万 | 减仓 |
| SUSA | iShares | $3,695.00万 | 0.07% | 279,709 | -7,978 | -2.8% | -$105.39万 | 减仓 |
| SHYG | iShares | $3,694.90万 | 0.07% | 873,283 | 45,546 | 5.5% | $192.71万 | 加仓 |
| SUSC | ISHARES | $3,687.00万 | 0.07% | 1,593,341 | -8,785 | -0.5% | -$20.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED PORTFOL | $3,420.60万 | 0.06% | 159,055 | -866 | -0.5% | -$18.62万 | 减仓 |
| VXUS | VANGUARD STAR FD | $3,357.60万 | 0.06% | 435,435 | 52,634 | 13.7% | $405.86万 | 加仓 |
| DFEM | Dimensional Fund Advisors LP | $3,197.50万 | 0.06% | 925,468 | 35,688 | 4.0% | $123.30万 | 加仓 |
| BINC | BlackRock Fund Advisors | $3,134.90万 | 0.06% | 603,679 | 42,155 | 7.5% | $218.91万 | 加仓 |
| DFAI | Dimensional Fund Advisors | $2,949.90万 | 0.06% | 757,158 | -54,498 | -6.7% | -$212.33万 | 减仓 |
| DFLV | Dimensional Fund Advisors LP | $2,896.70万 | 0.05% | 811,170 | 70,492 | 9.5% | $251.73万 | 加仓 |
| — | Goldman Sachs Asset Management LP | $2,619.50万 | 0.05% | 632,727 | 31,281 | 5.2% | $129.50万 | 加仓 |
| EEMX | SPDR State Street Global Advisors | $2,588.70万 | 0.05% | 585,684 | -17,663 | -2.9% | -$78.07万 | 减仓 |
| BNDW | Vanguard Total World Bond ETF | $2,542.10万 | 0.05% | 371,918 | 10,502 | 2.9% | $71.78万 | 加仓 |
| GIGB | Goldman Sachs | $2,530.60万 | 0.05% | 552,525 | -86,095 | -13.5% | -$394.32万 | 减仓 |
| DFAU | Dimensional Fund Advisors | $2,519.00万 | 0.05% | 558,284 | -46,408 | -7.7% | -$209.39万 | 减仓 |
| — | Dimensional Fund Advisors LP | $2,473.20万 | 0.05% | 343,122 | 746 | 0.2% | $5.38万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $2,463.70万 | 0.05% | 266,343 | 14,065 | 5.6% | $130.10万 | 加仓 |
| BIV | VANGUARD BD INDEX FD INC | $2,392.20万 | 0.05% | 309,950 | 5,758 | 1.9% | $44.44万 | 加仓 |
| VOT | Vanguard | $2,332.30万 | 0.04% | 90,629 | 4,194 | 4.9% | $107.93万 | 加仓 |
| — | Dimensional | $2,290.00万 | 0.04% | 366,700 | 9,360 | 2.6% | $58.45万 | 加仓 |
| — | GraniteShares | $2,070.00万 | 0.04% | 787,955 | 127,365 | 19.3% | $334.59万 | 加仓 |
| TFLO | iShares | $2,060.10万 | 0.04% | 406,901 | 15,766 | 4.0% | $79.82万 | 加仓 |
| SGOV | Western Asset Management Co | $2,054.60万 | 0.04% | 204,114 | 51,030 | 33.3% | $513.67万 | 加仓 |
| SUB | iShares | $1,989.80万 | 0.04% | 186,835 | -12,587 | -6.3% | -$134.05万 | 减仓 |