Betterment LLC
NEW YORK NY · SEC CIK 0001633901
$591.25亿2026Q2 申报市值
675持仓数
67.3%前十大占比 · 第一大 16.7%
71 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JCPB 加仓+$10.41亿
SPYM 加仓+$5.50亿
MUB 加仓+$1.57亿
VWOB 加仓+$1.22亿
VEA 加仓+$5,674.17万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$8.20亿
VTI 减仓-$2.15亿
SPMD 减仓-$9,009.29万
EMB 减仓-$7,652.42万
VOE 减仓-$4,644.69万
2026Q2 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 | $98.84亿 | 16.72% | 138,727,174 | 796,375 | 0.6% | $5,674.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $88.61亿 | 14.99% | 23,945,511 | -581,196 | -2.4% | -$2.15亿 | 减仓 |
| SPYM | SPDR State Street Global Advisors | $86.02亿 | 14.55% | 97,881,145 | 6,254,289 | 6.8% | $5.50亿 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.16亿 | 5.44% | 53,881,853 | 510,126 | 1.0% | $3,044.94万 | 加仓 |
| MUB | ISHARES TR | $22.64亿 | 3.83% | 21,039,515 | 1,455,783 | 7.4% | $1.57亿 | 加仓 |
| ITOT | ISHARES TR | $16.98亿 | 2.87% | 10,338,360 | -279,569 | -2.6% | -$4,592.48万 | 减仓 |
| AGG | ISHARES TR | $15.46亿 | 2.62% | 15,621,139 | -8,284,237 | -34.7% | -$8.20亿 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED | $13.34亿 | 2.26% | 28,416,622 | 22,181,970 | 355.8% | $10.41亿 | 加仓 |
| SPMD | SPDR State Street Global Advisors | $12.75亿 | 2.16% | 18,865,773 | -1,333,524 | -6.6% | -$9,009.29万 | 减仓 |
| SPSM | SPDR State Street Global Advisors | $11.06亿 | 1.87% | 19,180,838 | 161,873 | 0.9% | $933.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $10.37亿 | 1.75% | 4,758,077 | -106,491 | -2.2% | -$2,320.76万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $9.83亿 | 1.66% | 20,301,516 | 900,942 | 4.6% | $4,363.26万 | 加仓 |
| IEFA | ISHARES TR | $8.65亿 | 1.46% | 8,955,018 | -307,488 | -3.3% | -$2,969.72万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $8.43亿 | 1.42% | 28,627,429 | 27,913 | 0.1% | $82.15万 | 加仓 |
| GSLC | Goldman Sachs | $8.10亿 | 1.37% | 5,711,643 | -57,433 | -1.0% | -$814.92万 | 减仓 |
| JPST | JP Morgan | $6.96亿 | 1.18% | 13,758,242 | 106,203 | 0.8% | $537.07万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6.93亿 | 1.17% | 3,506,826 | -235,055 | -6.3% | -$4,644.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6.84亿 | 1.16% | 2,812,964 | -104,164 | -3.6% | -$2,531.08万 | 减仓 |
| ESGU | iShares | $6.64亿 | 1.12% | 4,058,596 | 16,680 | 0.4% | $273.00万 | 加仓 |
| GBIL | Goldman Sachs | $6.27亿 | 1.06% | 6,260,043 | 160,877 | 2.6% | $1,611.34万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.70亿 | 0.96% | 20,561,168 | -648,196 | -3.1% | -$1,795.50万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS INC | $5.06亿 | 0.86% | 7,520,903 | 1,820,689 | 31.9% | $1.22亿 | 加仓 |
| TFI | SPDR SERIES TRUST | $5.05亿 | 0.85% | 11,029,685 | -533,910 | -4.6% | -$2,445.31万 | 减仓 |
| STIP | iShares | $4.65亿 | 0.79% | 4,553,816 | 66,236 | 1.5% | $676.67万 | 加仓 |
| IEMG | ISHARES INC | $4.47亿 | 0.76% | 5,399,957 | -253,489 | -4.5% | -$2,099.90万 | 减仓 |
| EMB | ISHARES TR | $4.45亿 | 0.75% | 4,614,236 | -793,490 | -14.7% | -$7,652.42万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $4.43亿 | 0.75% | 15,292,144 | -425,710 | -2.7% | -$1,232.85万 | 减仓 |
| ESGD | iShares | $4.08亿 | 0.69% | 3,972,639 | 53,748 | 1.4% | $552.58万 | 加仓 |
| SPDW | SPDR State Street Global Advisors | $4.03亿 | 0.68% | 8,002,796 | -263,539 | -3.2% | -$1,327.97万 | 减仓 |
| VTEB | VANGUARD BD INDEX FD INC | $3.57亿 | 0.60% | 7,061,952 | 131,923 | 1.9% | $667.27万 | 加仓 |
| CRBN | iShares | $3.30亿 | 0.56% | 1,306,320 | 4,884 | 0.4% | $123.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.65亿 | 0.45% | 385,170 | 2,738 | 0.7% | $188.05万 | 加仓 |
| IWS | ISHARES TR | $2.28亿 | 0.39% | 1,386,524 | -92,283 | -6.2% | -$1,518.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.68亿 | 0.28% | 1,953,898 | 23,266 | 1.2% | $200.41万 | 加仓 |
| ESGE | iShares | $1.66亿 | 0.28% | 3,042,236 | -140,294 | -4.4% | -$767.27万 | 减仓 |
| GSIE | Goldman Sachs | $1.62亿 | 0.27% | 3,545,671 | 255,571 | 7.8% | $1,167.96万 | 加仓 |
| — | Dimensional | $1.56亿 | 0.26% | 3,524,619 | 97,506 | 2.8% | $432.54万 | 加仓 |
| IWN | ISHARES TR | $1.43亿 | 0.24% | 646,889 | -25,630 | -3.8% | -$566.94万 | 减仓 |
| VOTE | Engine No. 1 | $1.43亿 | 0.24% | 1,620,553 | 5,117 | 0.3% | $45.12万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.35亿 | 0.23% | 3,867,616 | -133,332 | -3.3% | -$464.13万 | 减仓 |
| SPYV | SPDR State Street Global Advisors | $1.31亿 | 0.22% | 2,158,735 | -88,619 | -3.9% | -$538.72万 | 减仓 |
| IAGG | ISHARES TR | $1.27亿 | 0.22% | 2,517,551 | 293,998 | 13.2% | $1,487.63万 | 加仓 |
| SPYX | SPDR State Street Global Advisors | $1.21亿 | 0.20% | 1,981,562 | 10,280 | 0.5% | $62.81万 | 加仓 |
| SPEM | SPDR State Street Global Advisors | $1.09亿 | 0.18% | 2,099,840 | -48,893 | -2.3% | -$253.17万 | 减仓 |
| IVV | ISHARES TR | $1.08亿 | 0.18% | 144,753 | -2,031 | -1.4% | -$152.10万 | 减仓 |
| KOMP | State Street Global Advisors Inc | $1.07亿 | 0.18% | 1,500,675 | 14,856 | 1.0% | $106.22万 | 加仓 |
| GEM | Goldman Sachs | $1.05亿 | 0.18% | 2,024,982 | -46,855 | -2.3% | -$243.65万 | 减仓 |
| JMSI | JP Morgan Investment Management Inc | $1.00亿 | 0.17% | 1,984,457 | 286,873 | 16.9% | $1,446.99万 | 加仓 |
| ESML | BlackRock Fund Advisors | $9,933.90万 | 0.17% | 1,776,129 | -13,137 | -0.7% | -$73.48万 | 减仓 |
| — | Goldman Sachs | $9,157.10万 | 0.15% | 1,885,719 | 52,937 | 2.9% | $257.06万 | 加仓 |
| EAGG | iShares | $8,592.40万 | 0.15% | 1,812,365 | 152,379 | 9.2% | $722.43万 | 加仓 |
| FWD | AllianceBernstein LP | $8,592.20万 | 0.15% | 580,084 | 3,358 | 0.6% | $49.74万 | 加仓 |
| BND | VANGUARD BD INDEX FD INC | $8,161.00万 | 0.14% | 1,111,698 | -490,145 | -30.6% | -$3,598.17万 | 减仓 |
| EFAX | SPDR State Street Global Advisors | $7,980.50万 | 0.13% | 1,474,589 | 42,910 | 3.0% | $232.23万 | 加仓 |
| ESGV | VANGUARD | $7,882.40万 | 0.13% | 596,067 | -8,986 | -1.5% | -$118.83万 | 减仓 |
| IVE | ISHARES TR | $7,765.50万 | 0.13% | 342,003 | -15,476 | -4.3% | -$351.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7,575.10万 | 0.13% | 940,189 | -91,971 | -8.9% | -$741.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR | $7,401.60万 | 0.13% | 244,300 | 43,263 | 21.5% | $1,310.75万 | 加仓 |
| BGRN | iShares | $7,165.20万 | 0.12% | 1,509,423 | 128,268 | 9.3% | $608.89万 | 加仓 |
| GSSC | Goldman Sachs | $7,070.10万 | 0.12% | 774,716 | 11,570 | 1.5% | $105.59万 | 加仓 |
| USHY | ISHARES | $7,067.30万 | 0.12% | 1,909,046 | 2,934 | 0.2% | $10.86万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $6,933.00万 | 0.12% | 1,380,243 | -84,797 | -5.8% | -$425.94万 | 减仓 |
| VB | VANGUARD INDEX FDS | $6,837.80万 | 0.12% | 225,580 | -5,248 | -2.3% | -$159.08万 | 减仓 |
| IGEB | ISHARES TR | $6,713.90万 | 0.11% | 1,488,332 | -41,026 | -2.7% | -$185.07万 | 减仓 |
| SHV | ISHARES TR | $6,618.70万 | 0.11% | 599,791 | -52,027 | -8.0% | -$574.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $6,335.70万 | 0.11% | 1,753,579 | -86,317 | -4.7% | -$311.86万 | 减仓 |
| DFIC | Dimensional Fund Advisors LP | $6,222.40万 | 0.11% | 1,669,988 | 86,187 | 5.4% | $321.13万 | 加仓 |
| — | Goldman Sachs | $6,066.10万 | 0.10% | 1,160,306 | 33,359 | 3.0% | $174.40万 | 加仓 |
| BINC | BlackRock Fund Advisors | $5,850.00万 | 0.10% | 1,117,683 | 514,004 | 85.1% | $2,690.32万 | 加仓 |
| DFCF | Dimensional Fund Advisors LP | $5,706.60万 | 0.10% | 1,351,950 | 95,395 | 7.6% | $402.66万 | 加仓 |
| IEF | ISHARES TR | $5,651.80万 | 0.10% | 597,634 | 429,636 | 255.7% | $4,063.05万 | 加仓 |
| BSV | VANGUARD BD INDEX FD INC | $5,166.70万 | 0.09% | 663,160 | 34,852 | 5.5% | $271.53万 | 加仓 |
| GMUB | Goldman Sachs Asset Management LP | $5,166.60万 | 0.09% | 1,004,401 | 66,650 | 7.1% | $342.85万 | 加仓 |
| VV | Vanguard | $5,061.30万 | 0.09% | 147,169 | -10,804 | -6.8% | -$371.56万 | 减仓 |
| DSI | iShares | $4,811.70万 | 0.08% | 337,922 | -11,827 | -3.4% | -$168.41万 | 减仓 |
| GCOR | Goldman Sachs | $4,557.40万 | 0.08% | 1,107,239 | 51,331 | 4.9% | $211.28万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $4,517.90万 | 0.08% | 582,358 | 405,717 | 229.7% | $3,147.53万 | 加仓 |
| GTIP | Goldman Sachs | $4,439.60万 | 0.08% | 908,825 | 52,710 | 6.2% | $257.49万 | 加仓 |
| QQQ | Invesco | $4,372.20万 | 0.07% | 59,372 | -7,267 | -10.9% | -$535.15万 | 减仓 |
| SUSA | iShares | $4,180.20万 | 0.07% | 270,917 | -8,792 | -3.1% | -$135.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED PORTFOL | $4,091.30万 | 0.07% | 172,908 | 13,853 | 8.7% | $327.79万 | 加仓 |
| VXUS | VANGUARD STAR FD | $4,005.20万 | 0.07% | 468,494 | 33,059 | 7.6% | $282.62万 | 加仓 |
| SUSC | ISHARES | $3,938.10万 | 0.07% | 1,701,109 | 107,768 | 6.8% | $249.48万 | 加仓 |
| DFEM | Dimensional Fund Advisors LP | $3,793.50万 | 0.06% | 933,438 | 7,970 | 0.9% | $32.39万 | 加仓 |
| QLTA | iShares | $3,710.70万 | 0.06% | 780,865 | 403,693 | 107.0% | $1,918.36万 | 加仓 |
| IBIT | BlackRock Fund Advisors | $3,560.70万 | 0.06% | 1,069,608 | -70,978 | -6.2% | -$236.28万 | 减仓 |
| DFLV | Dimensional Fund Advisors LP | $3,335.10万 | 0.06% | 843,473 | 32,303 | 4.0% | $127.73万 | 加仓 |
| SGOV | Western Asset Management Co | $3,276.50万 | 0.06% | 325,467 | 121,353 | 59.5% | $1,221.67万 | 加仓 |
| DFAI | Dimensional Fund Advisors | $3,164.50万 | 0.05% | 767,154 | 9,996 | 1.3% | $41.23万 | 加仓 |
| CLOA | BlackRock Fund Advisors | $3,041.70万 | 0.05% | 585,958 | 237,508 | 68.2% | $1,232.90万 | 加仓 |
| EEMX | SPDR State Street Global Advisors | $3,015.80万 | 0.05% | 556,930 | -28,754 | -4.9% | -$155.70万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $2,935.30万 | 0.05% | 275,103 | 8,760 | 3.3% | $93.47万 | 加仓 |
| — | Goldman Sachs Asset Management LP | $2,857.80万 | 0.05% | 672,741 | 40,014 | 6.3% | $169.98万 | 加仓 |
| — | Dimensional Fund Advisors LP | $2,803.00万 | 0.05% | 341,912 | -1,210 | -0.4% | -$9.92万 | 减仓 |
| BNDW | Vanguard Total World Bond ETF | $2,802.30万 | 0.05% | 408,910 | 36,992 | 9.9% | $253.51万 | 加仓 |
| DFAU | Dimensional Fund Advisors | $2,772.10万 | 0.05% | 536,301 | -21,983 | -3.9% | -$113.63万 | 减仓 |
| — | Dimensional | $2,657.50万 | 0.04% | 380,189 | 13,489 | 3.7% | $94.29万 | 加仓 |
| QUAL | iShares | $2,593.80万 | 0.04% | 118,205 | 15,134 | 14.7% | $332.09万 | 加仓 |
| VOT | Vanguard | $2,592.60万 | 0.04% | 84,642 | -5,987 | -6.6% | -$183.38万 | 减仓 |
| BIV | VANGUARD BD INDEX FD INC | $2,419.40万 | 0.04% | 315,442 | 5,492 | 1.8% | $42.12万 | 加仓 |