ETF Portfolio Partners, Inc.
LEAWOOD KS · SEC CIK 0001635342
$3.81亿2026Q1 申报市值
68持仓数
68.8%前十大占比 · 第一大 18.0%
3 / 1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
MGK 加仓+$83.52万
QQQ 加仓+$54.14万
VEU 加仓+$40.29万
FBND 加仓+$38.61万
IEI 加仓+$37.28万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$76.98万
IWB 减仓-$54.45万
IVE 减仓-$41.17万
IEFA 减仓-$30.84万
ILTB 减仓-$30.62万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | $6,859.11万 | 18.02% | 213,806 | 483 | 0.2% | $15.50万 | 加仓 |
| MGK | Vanguard Mega Cap Growth | $3,281.41万 | 8.62% | 89,305 | 2,273 | 2.6% | $83.52万 | 加仓 |
| AGG | iShares Core US Aggregate Bond | $3,145.23万 | 8.26% | 316,836 | 1,643 | 0.5% | $16.31万 | 加仓 |
| MGV | Vanguard Meg Cap Value ETF | $2,555.82万 | 6.71% | 176,325 | 1,513 | 0.9% | $21.93万 | 加仓 |
| VEU | Vanguard FTSE All-Wld ex-US | $1,907.21万 | 5.01% | 253,957 | 5,365 | 2.2% | $40.29万 | 加仓 |
| BLV | Vanguard Long-Term Bond ETF | $1,845.70万 | 4.85% | 268,348 | 3,092 | 1.2% | $21.27万 | 加仓 |
| QQQ | Invesco QQQ Trust | $1,790.12万 | 4.70% | 31,015 | 938 | 3.1% | $54.14万 | 加仓 |
| FBND | Fidelity Total Bond ETF | $1,671.45万 | 4.39% | 366,385 | 8,463 | 2.4% | $38.61万 | 加仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1,631.52万 | 4.29% | 137,565 | 3,143 | 2.3% | $37.28万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $1,492.19万 | 3.92% | 56,971 | 946 | 1.7% | $24.78万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $1,193.35万 | 3.13% | 33,468 | -1,527 | -4.4% | -$54.45万 | 减仓 |
| ITOT | iShares Core S&P Total US Stk Mkt | $1,007.92万 | 2.65% | 70,766 | 1,472 | 2.1% | $20.97万 | 加仓 |
| HDEF | Xtrackers MSCI EAFE High Div Yield Eq ETF | $980.80万 | 2.58% | 302,623 | 7,439 | 2.5% | $24.11万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $944.45万 | 2.48% | 63,771 | 2,198 | 3.6% | $32.55万 | 加仓 |
| VOE | Vanguard Index Fd MCAP VL IDX | $908.32万 | 2.39% | 49,290 | 764 | 1.6% | $14.08万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $868.06万 | 2.28% | 109,507 | 2,336 | 2.2% | $18.52万 | 加仓 |
| IVE | iShares S&P 500 Value | $685.44万 | 1.80% | 32,462 | -1,950 | -5.7% | -$41.17万 | 减仓 |
| IJJ | iShares S&P Mid-Cap 400 Value | $514.49万 | 1.35% | 38,830 | -1,414 | -3.5% | -$18.74万 | 减仓 |
| ILTB | iShares Core 10 Year USD Bond ETF | $514.34万 | 1.35% | 105,011 | -6,252 | -5.6% | -$30.62万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $419.39万 | 1.10% | 56,952 | -10,454 | -15.5% | -$76.98万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $351.58万 | 0.92% | 54,866 | -1,406 | -2.5% | -$9.01万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $306.32万 | 0.80% | 24,642 | -1,324 | -5.1% | -$16.46万 | 减仓 |
| AAPL | Apple | $281.38万 | 0.74% | 11,087 | 0 | 0.0% | — | 不变 |
| DFUS | Dimensional US Equity ETF | $248.18万 | 0.65% | 34,999 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth | $223.50万 | 0.59% | 19,760 | 92 | 0.5% | $1.04万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth | $173.29万 | 0.46% | 15,798 | -643 | -3.9% | -$7.05万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $171.79万 | 0.45% | 18,976 | -3,407 | -15.2% | -$30.84万 | 减仓 |
| IXUS | iShares Core MSCI Total Intl | $164.94万 | 0.43% | 19,037 | 122 | 0.6% | $1.06万 | 加仓 |
| VONE | Vanguard Russell 1000 ETF | $162.05万 | 0.43% | 5,491 | 0 | 0.0% | — | 不变 |
| IWV | iShares Russell 3000 | $136.66万 | 0.36% | 3,687 | -3 | -0.1% | -$1,112 | 减仓 |
| VGSH | Vanguard Short-Term Treasury | $131.69万 | 0.35% | 22,496 | -181 | -0.8% | -$1.06万 | 减仓 |
| IGIB | iShares 5-10 Yr Investment Grade Corp Bd | $119.23万 | 0.31% | 22,403 | -4,981 | -18.2% | -$26.51万 | 减仓 |
| IUSB | iShares Core Total USD Bond Market ETF | $118.94万 | 0.31% | 25,750 | 257 | 1.0% | $1.19万 | 加仓 |
| NOC | Northrup Grumman | $95.85万 | 0.25% | 1,405 | 0 | 0.0% | — | 不变 |
| ESGV | Vanguard ESG US Stock ETF | $67.61万 | 0.18% | 6,022 | 45 | 0.8% | $5,052 | 加仓 |
| MSFT | Microsoft Corp | $66.22万 | 0.17% | 1,789 | 0 | 0.0% | — | 不变 |
| QQQM | Invesco NASDAQ 100 ETF | $61.48万 | 0.16% | 2,587 | 117 | 4.7% | $2.78万 | 加仓 |
| VWO | Vanguard FTSE Emerging Mkt ETF | $57.96万 | 0.15% | 10,723 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $54.16万 | 0.14% | 1,886 | -172 | -8.4% | -$4.94万 | 减仓 |
| NULV | Nuveen ESG Large-Cap Value | $46.26万 | 0.12% | 10,167 | 63 | 0.6% | $2,867 | 加仓 |
| JNJ | Johnson & Johnson | $42.56万 | 0.11% | 1,741 | 0 | 0.0% | — | 不变 |
| NULG | Nuveen ESG Large-Cap Growth ETF | $41.89万 | 0.11% | 4,606 | 163 | 3.7% | $1.48万 | 加仓 |
| VT | Vanguard Total World Stock ETF | $40.98万 | 0.11% | 2,963 | -568 | -16.1% | -$7.86万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc Ordinary Shares | $40.80万 | 0.11% | 2,088 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $38.38万 | 0.10% | 1,269 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group Inc | $36.18万 | 0.10% | 4,015 | 4,015 | — | $36.18万 | 新建仓 |
| WMT | Walmart Inc | $35.53万 | 0.09% | 2,859 | 0 | 0.0% | — | 不变 |
| IGLB | iShares 10 Year Invmt Grd Corp Bond ETF | $35.39万 | 0.09% | 7,130 | 0 | 0.0% | — | 不变 |
| VTES | Vaguard Short-Term Tax-Exempt Bond ETF | $35.30万 | 0.09% | 3,490 | 0 | 0.0% | — | 不变 |
| CRUS | Cirrus Logic Inc | $34.71万 | 0.09% | 2,400 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments | $34.32万 | 0.09% | 1,768 | 0 | 0.0% | — | 不变 |
| EAGG | iShares ESG Aware US Aggregate Bond | $34.03万 | 0.09% | 7,156 | 1 | 0.0% | $48 | 加仓 |
| AMZN | Amazon.com Inc | $30.41万 | 0.08% | 1,460 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR Portfolio LN TSR | $26.90万 | 0.07% | 10,229 | 1 | 0.0% | $26 | 加仓 |
| SUSA | iShares ESG Optimized MSCI USA ETF | $26.58万 | 0.07% | 2,012 | 93 | 4.8% | $1.23万 | 加仓 |
| ADSK | Autodesk | $26.09万 | 0.07% | 1,090 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC ORD SHS | $24.35万 | 0.06% | 1,165 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive Inc | $23.82万 | 0.06% | 2,580 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Co | $22.05万 | 0.06% | 2,899 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $21.94万 | 0.06% | 811 | 0 | 0.0% | — | 不变 |
| ESGD | Ishares ESG Aware MSCI EAFE ETF | $21.11万 | 0.06% | 2,208 | 12 | 0.5% | $1,147 | 加仓 |
| MPLX | MPLX LP COM Unit Rep LTD | $21.07万 | 0.06% | 3,692 | 3,692 | — | $21.07万 | 新建仓 |
| GOOGL | Alphabet Inc Cap Stock Class A | $20.56万 | 0.05% | 715 | -11 | -1.5% | -$3,163 | 减仓 |
| BSCW | Invesco BulletShares 2032 Corporate Bd ETF | $20.45万 | 0.05% | 9,933 | 0 | 0.0% | — | 不变 |
| BSCU | Invesco BulletShares 2030 Corporate Bd ETF | $20.38万 | 0.05% | 12,191 | 0 | 0.0% | — | 不变 |
| BSCS | Invesco BulletShares 2028 Corporate Bd ETF | $20.25万 | 0.05% | 9,914 | 0 | 0.0% | — | 不变 |
| BSCQ | Invesco BulletShares 2026 Corporate Bd ETF | $20.10万 | 0.05% | 10,292 | 0 | 0.0% | — | 不变 |
| SOFI | Sofi Technologies Inc | $15.88万 | 0.04% | 10,000 | 10,000 | — | $15.88万 | 新建仓 |
| SPY | SPDR S&P 500 ETF Trust | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | iShares Core MSCI Emer Mkt | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOV | Vanguard S&P 500 Value | $0 | 0.00% | 0 | -998 | -100.0% | -$20.44万 | 清仓 |