FC Advisory LLC
WEST CHESTER PA · SEC CIK 0001683754
$3.42亿2026Q1 申报市值
115持仓数
54.4%前十大占比 · 第一大 10.0%
1 / 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
ISHARES TR 加仓+$148.08万
VXF 加仓+$59.04万
AGG 加仓+$56.48万
BIV 加仓+$52.85万
DGRO 加仓+$39.76万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$129.58万
VEU 减仓-$38.43万
ISHARES TR 减仓-$33.19万
IXUS 减仓-$31.64万
AAPL 减仓-$29.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $437.21万 | 1.28% | 20,462 | -658 | -3.1% | -$14.06万 | 减仓 |
| IJH | ISHARES TR | $542.71万 | 1.58% | 80,366 | -636 | -0.8% | -$4.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $578.44万 | 1.69% | 90,269 | -523 | -0.6% | -$3.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $736.07万 | 2.15% | 22,944 | -181 | -0.8% | -$5.81万 | 减仓 |
| IXUS | ISHARES TR | $775.03万 | 2.26% | 89,454 | -3,652 | -3.9% | -$31.64万 | 减仓 |
| FLOT | ISHARES TR | $813.89万 | 2.38% | 159,743 | 5,394 | 3.5% | $27.48万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $880.62万 | 2.57% | 330,938 | 7,683 | 2.4% | $20.44万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,014.06万 | 2.96% | 211,042 | 7,399 | 3.6% | $35.55万 | 加仓 |
| USHY | ISHARES TR | $1,088.16万 | 3.18% | 295,374 | 9,402 | 3.3% | $34.64万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,127.40万 | 3.29% | 127,103 | 4,448 | 3.6% | $39.45万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,282.14万 | 3.74% | 42,420 | 582 | 1.4% | $17.59万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,359.08万 | 3.97% | 176,092 | 6,847 | 4.0% | $52.85万 | 加仓 |
| DGRO | ISHARES TR | $1,398.73万 | 4.08% | 199,306 | 5,665 | 2.9% | $39.76万 | 加仓 |
| AGG | ISHARES TR | $1,487.94万 | 4.34% | 149,888 | 5,690 | 3.9% | $56.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,720.42万 | 5.02% | 39,388 | 729 | 1.9% | $31.84万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,776.66万 | 8.11% | 134,920 | 2,869 | 2.2% | $59.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,977.22万 | 8.69% | 396,434 | -5,117 | -1.3% | -$38.43万 | 减仓 |
| MGK | VANGUARD WORLD FD | $3,426.92万 | 10.01% | 93,265 | 635 | 0.7% | $23.33万 | 加仓 |