ETF Portfolio Partners, Inc.
LEAWOOD KS · SEC CIK 0001635342
$4.20亿2026Q2 申报市值
70持仓数
69.4%前十大占比 · 第一大 18.7%
2 / 2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
FBND 加仓+$150.95万
IEI 加仓+$146.24万
BLV 加仓+$126.29万
AGG 加仓+$88.89万
VCSH 加仓+$78.44万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$180.20万
VEU 减仓-$83.74万
VTI 减仓-$71.05万
MGV 减仓-$61.59万
MGK 减仓-$56.98万
2026Q2 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 | $7,840.63万 | 18.65% | 211,886 | -1,920 | -0.9% | -$71.05万 | 减仓 |
| MGK | Vanguard Mega Cap Growth | $3,868.42万 | 9.20% | 440,043 | -6,482 | -1.5% | -$56.98万 | 减仓 |
| AGG | iShares Core US Aggregate Bond | $3,224.94万 | 7.67% | 325,817 | 8,981 | 2.8% | $88.89万 | 加仓 |
| MGV | Vanguard Meg Cap Value ETF | $2,820.45万 | 6.71% | 172,557 | -3,768 | -2.1% | -$61.59万 | 减仓 |
| QQQ | Invesco QQQ Trust | $2,103.74万 | 5.00% | 28,568 | -2,447 | -7.9% | -$180.20万 | 减仓 |
| VEU | Vanguard FTSE All-Wld ex-US | $2,043.15万 | 4.86% | 243,958 | -9,999 | -3.9% | -$83.74万 | 减仓 |
| BLV | Vanguard Long-Term Bond ETF | $1,976.02万 | 4.70% | 286,670 | 18,322 | 6.8% | $126.29万 | 加仓 |
| FBND | Fidelity Total Bond ETF | $1,817.63万 | 4.32% | 399,567 | 33,182 | 9.1% | $150.95万 | 加仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1,761.94万 | 4.19% | 150,016 | 12,451 | 9.1% | $146.24万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $1,716.13万 | 4.08% | 56,616 | -355 | -0.6% | -$10.76万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $1,362.38万 | 3.24% | 33,269 | -199 | -0.6% | -$8.15万 | 减仓 |
| ITOT | iShares Core S&P Total US Stk Mkt | $1,137.41万 | 2.71% | 69,240 | -1,526 | -2.2% | -$25.07万 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF | $991.93万 | 2.36% | 62,768 | -1,003 | -1.6% | -$15.85万 | 减仓 |
| HDEF | Xtrackers MSCI EAFE High Div Yield Eq ETF | $972.78万 | 2.31% | 302,668 | 45 | 0.0% | $1,446 | 加仓 |
| VOE | Vanguard Index Fd MCAP VL IDX | $969.22万 | 2.31% | 49,050 | -240 | -0.5% | -$4.74万 | 减仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $943.87万 | 2.25% | 119,432 | 9,925 | 9.1% | $78.44万 | 加仓 |
| IVE | iShares S&P 500 Value | $732.23万 | 1.74% | 32,248 | -214 | -0.7% | -$4.86万 | 减仓 |
| IJJ | iShares S&P Mid-Cap 400 Value | $551.07万 | 1.31% | 37,302 | -1,528 | -3.9% | -$22.57万 | 减仓 |
| ILTB | iShares Core 10 Year USD Bond ETF | $544.11万 | 1.29% | 110,478 | 5,467 | 5.2% | $26.93万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $427.06万 | 1.02% | 58,175 | 1,223 | 2.1% | $8.98万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $390.61万 | 0.93% | 54,822 | -44 | -0.1% | -$3,135 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $331.32万 | 0.79% | 22,340 | -2,302 | -9.3% | -$34.14万 | 减仓 |
| AAPL | Apple | $320.81万 | 0.76% | 11,087 | 0 | 0.0% | — | 不变 |
| DFUS | Dimensional US Equity ETF | $286.78万 | 0.68% | 34,999 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth | $274.73万 | 0.65% | 19,976 | 216 | 1.1% | $2.97万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth | $200.34万 | 0.48% | 15,675 | -123 | -0.8% | -$1.57万 | 减仓 |
| IXUS | iShares Core MSCI Total Intl | $181.27万 | 0.43% | 18,993 | -44 | -0.2% | -$4,199 | 减仓 |
| VONE | Vanguard Russell 1000 ETF | $176.98万 | 0.42% | 5,225 | -266 | -4.8% | -$9.01万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $176.36万 | 0.42% | 18,261 | -715 | -3.8% | -$6.91万 | 减仓 |
| IWV | iShares Russell 3000 | $157.46万 | 0.37% | 3,693 | 6 | 0.2% | $2,558 | 加仓 |
| VGSH | Vanguard Short-Term Treasury | $123.87万 | 0.29% | 21,284 | -1,212 | -5.4% | -$7.05万 | 减仓 |
| IGIB | iShares 5-10 Yr Investment Grade Corp Bd | $118.68万 | 0.28% | 22,321 | -82 | -0.4% | -$4,360 | 减仓 |
| IUSB | iShares Core Total USD Bond Market ETF | $118.61万 | 0.28% | 25,701 | -49 | -0.2% | -$2,261 | 减仓 |
| ESGV | Vanguard ESG US Stock ETF | $79.63万 | 0.19% | 6,022 | 0 | 0.0% | — | 不变 |
| NOC | Northrup Grumman | $71.56万 | 0.17% | 1,405 | 0 | 0.0% | — | 不变 |
| QQQM | Invesco NASDAQ 100 ETF | $68.75万 | 0.16% | 2,269 | -318 | -12.3% | -$9.64万 | 减仓 |
| MSFT | Microsoft Corp | $66.73万 | 0.16% | 1,789 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $62.84万 | 0.15% | 7,800 | 256 | 3.4% | $2.06万 | 加仓 |
| VWO | Vanguard FTSE Emerging Mkt ETF | $62.58万 | 0.15% | 10,485 | -238 | -2.2% | -$1.42万 | 减仓 |
| NULG | Nuveen ESG Large-Cap Growth ETF | $53.86万 | 0.13% | 4,601 | -5 | -0.1% | -$585 | 减仓 |
| TXN | Texas Instruments | $52.70万 | 0.13% | 1,768 | 0 | 0.0% | — | 不变 |
| NULV | Nuveen ESG Large-Cap Value | $49.01万 | 0.12% | 9,803 | -364 | -3.6% | -$1.82万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc Ordinary Shares | $45.23万 | 0.11% | 2,088 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $44.22万 | 0.11% | 1,741 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group Inc | $43.27万 | 0.10% | 4,015 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $42.92万 | 0.10% | 1,269 | 0 | 0.0% | — | 不变 |
| VT | Vanguard Total World Stock ETF | $41.98万 | 0.10% | 2,675 | -288 | -9.7% | -$4.52万 | 减仓 |
| EAGG | iShares ESG Aware US Aggregate Bond | $38.45万 | 0.09% | 8,110 | 954 | 13.3% | $4.52万 | 加仓 |
| IGLB | iShares 10 Year Invmt Grd Corp Bond ETF | $35.68万 | 0.08% | 7,130 | 0 | 0.0% | — | 不变 |
| CRUS | Cirrus Logic Inc | $35.65万 | 0.08% | 2,400 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $34.80万 | 0.08% | 1,460 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $33.71万 | 0.08% | 811 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $32.38万 | 0.08% | 2,859 | 0 | 0.0% | — | 不变 |
| SUSA | iShares ESG Optimized MSCI USA ETF | $31.05万 | 0.07% | 2,012 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc Cap Stock Class A | $25.02万 | 0.06% | 700 | -15 | -2.1% | -$5,361 | 减仓 |
| ORLY | O'Reilly Automotive Inc | $23.76万 | 0.06% | 2,580 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Co | $23.56万 | 0.06% | 2,899 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC ORD SHS | $23.49万 | 0.06% | 1,165 | 0 | 0.0% | — | 不变 |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $22.76万 | 0.05% | 2,214 | 6 | 0.3% | $617 | 加仓 |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $22.18万 | 0.05% | 3,965 | 3,965 | — | $22.18万 | 新建仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $21.94万 | 0.05% | 2,648 | -1,121 | -29.7% | -$9.29万 | 重新持有 |
| XJH | iShares ESG Select Screened S&P Mid-Cap ETF | $21.89万 | 0.05% | 4,197 | 4,197 | — | $21.89万 | 新建仓 |
| ADSK | Autodesk | $21.19万 | 0.05% | 1,090 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM Unit Rep LTD | $20.80万 | 0.05% | 3,692 | 0 | 0.0% | — | 不变 |
| SPY | State Street SPDR S&P 500 ETF | $20.46万 | 0.05% | 274 | -177 | -39.2% | -$13.22万 | 重新持有 |
| BSCW | Invesco BulletShares 2032 Corporate Bd ETF | $20.37万 | 0.05% | 9,933 | 0 | 0.0% | — | 不变 |
| BSCU | Invesco BulletShares 2030 Corporate Bd ETF | $20.29万 | 0.05% | 12,191 | 0 | 0.0% | — | 不变 |
| BSCS | Invesco BulletShares 2028 Corporate Bd ETF | $20.19万 | 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 | $19.72万 | 0.05% | 11,000 | 1,000 | 10.0% | $1.79万 | 加仓 |
| VTES | Vaguard Short-Term Tax-Exempt Bond ETF | $0 | 0.00% | 0 | -3,490 | -100.0% | -$35.30万 | 清仓 |
| SPTL | SPDR Portfolio LN TSR | $0 | 0.00% | 0 | -10,229 | -100.0% | -$26.90万 | 清仓 |