Tiller Private Wealth, Inc.
BETHLEHEM PA · SEC CIK 0001663649
$2.81亿2026Q1 申报市值
66持仓数
82.4%前十大占比 · 第一大 19.2%
3 / 2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
RSP 加仓+$130.08万
NFLX 加仓+$73.27万
PFFD 加仓+$53.11万
DIMENSIONAL ETF 加仓+$34.14万
AZN 新建仓+$32.52万
2026Q1 卖出最多 按季末市值估算
TLT 减仓-$78.71万
VGK 减仓-$44.14万
AZN 清仓-$30.34万
SCHM 减仓-$25.39万
ORCL 清仓-$22.55万
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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $5,411.65万 | 19.23% | 624,614 | 1,410 | 0.2% | $12.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,992.90万 | 14.19% | 61,397 | 199 | 0.3% | $12.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,492.48万 | 8.86% | 129,871 | 6,778 | 5.5% | $130.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,384.11万 | 8.47% | 179,391 | -1,427 | -0.8% | -$18.96万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,008.66万 | 7.14% | 32,568 | -80 | -0.2% | -$4.93万 | 减仓 |
| PFFD | GLOBAL X FDS | $1,822.36万 | 6.48% | 990,412 | 28,865 | 3.0% | $53.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,723.58万 | 6.12% | 275,994 | 5,467 | 2.0% | $34.14万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,217.04万 | 4.32% | 41,896 | 760 | 1.8% | $22.08万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,152.49万 | 4.10% | 396,316 | -6,708 | -1.7% | -$19.51万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $987.87万 | 3.51% | 319,079 | -8,200 | -2.5% | -$25.39万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $762.37万 | 2.71% | 105,533 | 4,159 | 4.1% | $30.04万 | 加仓 |
| AAPL | APPLE INC | $758.77万 | 2.70% | 29,898 | -58 | -0.2% | -$1.47万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $456.88万 | 1.62% | 55,427 | -5,355 | -8.8% | -$44.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.69万 | 1.52% | 8,925 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $202.08万 | 0.72% | 11,587 | 1,125 | 10.8% | $19.62万 | 加仓 |
| AMZN | AMAZON COM INC | $190.90万 | 0.68% | 9,166 | 902 | 10.9% | $18.79万 | 加仓 |
| AI | C3 AI INC | $187.00万 | 0.66% | 222,090 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $103.27万 | 0.37% | 11,912 | -9,079 | -43.3% | -$78.71万 | 减仓 |
| NFLX | NETFLIX INC. | $101.92万 | 0.36% | 10,600 | 7,620 | 255.7% | $73.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.84万 | 0.31% | 2,952 | -88 | -2.9% | -$2.59万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.42万 | 0.25% | 3,336 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $64.17万 | 0.23% | 1,951 | -5 | -0.3% | -$1,644 | 减仓 |
| GOOG | ALPHABET INC | $62.84万 | 0.22% | 2,191 | 1 | 0.0% | $287 | 加仓 |
| PFF | ISHARES TR | $55.61万 | 0.20% | 18,340 | 12 | 0.1% | $364 | 加仓 |
| META | META PLATFORMS INC | $54.13万 | 0.19% | 946 | -15 | -1.6% | -$8,583 | 减仓 |
| MSFT | MICROSOFT CORP | $53.51万 | 0.19% | 1,446 | 43 | 3.1% | $1.59万 | 加仓 |
| IXG | ISHARES TR | $51.98万 | 0.18% | 4,560 | -40 | -0.9% | -$4,560 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $47.14万 | 0.17% | 9,549 | 20 | 0.2% | $987 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.10万 | 0.17% | 1,927 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $46.42万 | 0.16% | 2,870 | 20 | 0.7% | $3,235 | 加仓 |
| ET | ENERGY TRANSFER L P | $45.90万 | 0.16% | 23,781 | -5,429 | -18.6% | -$10.48万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $44.43万 | 0.16% | 50,600 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $44.33万 | 0.16% | 768 | 316 | 69.9% | $18.24万 | 加仓 |
| GOOGL | ALPHABET INC | $44.30万 | 0.16% | 1,541 | 1 | 0.1% | $287 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.85万 | 0.16% | 4,024 | 33 | 0.8% | $3,596 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $42.86万 | 0.15% | 29,865 | 1,665 | 5.9% | $2.39万 | 加仓 |
| OEC | ORION S.A. | $42.37万 | 0.15% | 65,186 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $36.24万 | 0.13% | 3,155 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $35.71万 | 0.13% | 7,890 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $35.58万 | 0.13% | 1,961 | 8 | 0.4% | $1,451 | 加仓 |
| MCD | MCDONALDS CORP | $34.79万 | 0.12% | 1,120 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $34.77万 | 0.12% | 3,607 | -106 | -2.9% | -$1.02万 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.52万 | 0.12% | 1,649 | 1,649 | — | $32.52万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $31.73万 | 0.11% | 3,737 | 3,737 | — | $31.73万 | 新建仓 |
| IWF | ISHARES TR | $31.68万 | 0.11% | 743 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $31.36万 | 0.11% | 10,220 | -2,000 | -16.4% | -$6.14万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $30.67万 | 0.11% | 2,092 | -35 | -1.6% | -$5,131 | 减仓 |
| V | VISA INC | $30.52万 | 0.11% | 1,010 | 31 | 3.2% | $9,366 | 加仓 |
| PFE | PFIZER INC | $30.42万 | 0.11% | 10,832 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.11万 | 0.10% | 1,716 | 0 | 0.0% | — | 不变 |
| AFOS | EA SERIES TRUST | $28.18万 | 0.10% | 7,799 | 862 | 12.4% | $3.11万 | 加仓 |
| IVV | ISHARES TR | $27.43万 | 0.10% | 420 | 90 | 27.3% | $5.88万 | 加仓 |
| IXJ | ISHARES TR | $27.17万 | 0.10% | 2,905 | -45 | -1.5% | -$4,209 | 减仓 |
| PEP | PEPSICO INC | $26.07万 | 0.09% | 1,679 | -100 | -5.6% | -$1.55万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $25.84万 | 0.09% | 2,030 | 2 | 0.1% | $255 | 加仓 |
| IEFA | ISHARES TR | $25.67万 | 0.09% | 2,835 | 145 | 5.4% | $1.31万 | 加仓 |
| — | EA SERIES TRUST | $24.33万 | 0.09% | 8,899 | 1,100 | 14.1% | $3.01万 | 加仓 |
| VDC | VANGUARD WORLD FD | $24.26万 | 0.09% | 1,080 | -40 | -3.6% | -$8,984 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.75万 | 0.08% | 3,080 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $23.52万 | 0.08% | 655 | 10 | 1.6% | $3,590 | 加仓 |
| KO | COCA COLA CO | $22.69万 | 0.08% | 2,984 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $22.30万 | 0.08% | 1,240 | -10 | -0.8% | -$1,798 | 减仓 |
| VB | VANGUARD INDEX FDS | $22.18万 | 0.08% | 847 | -20 | -2.3% | -$5,238 | 减仓 |
| VTV | VANGUARD INDEX FDS | $21.92万 | 0.08% | 1,117 | -195 | -14.9% | -$3.83万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $20.04万 | 0.07% | 2,722 | 2,722 | — | $20.04万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$30.34万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,157 | -100.0% | -$22.55万 | 清仓 |