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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $3,426.92万 | 10.01% | 93,265 | 635 | 0.7% | $23.33万 | 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 |
| VXF | VANGUARD INDEX FDS | $2,776.66万 | 8.11% | 134,920 | 2,869 | 2.2% | $59.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,720.42万 | 5.02% | 39,388 | 729 | 1.9% | $31.84万 | 加仓 |
| AGG | ISHARES TR | $1,487.94万 | 4.34% | 149,888 | 5,690 | 3.9% | $56.48万 | 加仓 |
| DGRO | ISHARES TR | $1,398.73万 | 4.08% | 199,306 | 5,665 | 2.9% | $39.76万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,359.08万 | 3.97% | 176,092 | 6,847 | 4.0% | $52.85万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,282.14万 | 3.74% | 42,420 | 582 | 1.4% | $17.59万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,127.40万 | 3.29% | 127,103 | 4,448 | 3.6% | $39.45万 | 加仓 |
| USHY | ISHARES TR | $1,088.16万 | 3.18% | 295,374 | 9,402 | 3.3% | $34.64万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,014.06万 | 2.96% | 211,042 | 7,399 | 3.6% | $35.55万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $880.62万 | 2.57% | 330,938 | 7,683 | 2.4% | $20.44万 | 加仓 |
| FLOT | ISHARES TR | $813.89万 | 2.38% | 159,743 | 5,394 | 3.5% | $27.48万 | 加仓 |
| IXUS | ISHARES TR | $775.03万 | 2.26% | 89,454 | -3,652 | -3.9% | -$31.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $736.07万 | 2.15% | 22,944 | -181 | -0.8% | -$5.81万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $578.44万 | 1.69% | 90,269 | -523 | -0.6% | -$3.35万 | 减仓 |
| IJH | ISHARES TR | $542.71万 | 1.58% | 80,366 | -636 | -0.8% | -$4.29万 | 减仓 |
| IWD | ISHARES TR | $437.21万 | 1.28% | 20,462 | -658 | -3.1% | -$14.06万 | 减仓 |
| — | ISHARES TR | $406.52万 | 1.19% | 152,995 | 55,731 | 57.3% | $148.08万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $382.92万 | 1.12% | 81,560 | 638 | 0.8% | $3.00万 | 加仓 |
| VV | VANGUARD INDEX FDS | $321.28万 | 0.94% | 10,751 | -4,336 | -28.7% | -$129.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $308.30万 | 0.90% | 105,836 | -1,598 | -1.5% | -$4.65万 | 减仓 |
| IUSB | ISHARES TR | $297.30万 | 0.87% | 64,364 | -181 | -0.3% | -$8,360 | 减仓 |
| QQQ | INVESCO QQQ TR | $294.76万 | 0.86% | 5,107 | 4 | 0.1% | $2,309 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $289.36万 | 0.84% | 36,904 | 107 | 0.3% | $8,390 | 加仓 |
| HDV | ISHARES TR | $289.25万 | 0.84% | 21,312 | -368 | -1.7% | -$4.99万 | 减仓 |
| IAGG | ISHARES TR | $255.19万 | 0.75% | 50,996 | 800 | 1.6% | $4.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $233.77万 | 0.68% | 31,744 | 558 | 1.8% | $4.11万 | 加仓 |
| IDEV | ISHARES TR | $230.83万 | 0.67% | 27,622 | -2,394 | -8.0% | -$20.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $230.81万 | 0.67% | 10,732 | -640 | -5.6% | -$13.76万 | 减仓 |
| SUB | ISHARES TR | $228.98万 | 0.67% | 21,501 | -2,138 | -9.0% | -$22.77万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $217.24万 | 0.63% | 101,088 | 7,916 | 8.5% | $17.01万 | 加仓 |
| — | ISHARES TR | $216.66万 | 0.63% | 80,775 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $214.70万 | 0.63% | 8,460 | -1,163 | -12.1% | -$29.52万 | 减仓 |
| — | ISHARES TR | $181.78万 | 0.53% | 64,553 | -11,786 | -15.4% | -$33.19万 | 减仓 |
| — | ISHARES TR | $178.16万 | 0.52% | 67,042 | 2,879 | 4.5% | $7.65万 | 加仓 |
| MUB | ISHARES TR | $175.99万 | 0.51% | 16,580 | 612 | 3.8% | $6.50万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $158.70万 | 0.46% | 31,810 | 1,206 | 3.9% | $6.02万 | 加仓 |
| SHM | SPDR SERIES TRUST | $154.95万 | 0.45% | 32,395 | 118 | 0.4% | $5,644 | 加仓 |
| ISTB | ISHARES TR | $147.55万 | 0.43% | 30,447 | 100 | 0.3% | $4,846 | 加仓 |
| PFF | ISHARES TR | $140.12万 | 0.41% | 46,213 | -543 | -1.2% | -$1.65万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.64万 | 0.40% | 25,465 | -1,893 | -6.9% | -$10.23万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $133.82万 | 0.39% | 65,564 | 986 | 1.5% | $2.01万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $131.91万 | 0.39% | 5,126 | -207 | -3.9% | -$5.33万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $130.20万 | 0.38% | 52,498 | -1,895 | -3.5% | -$4.70万 | 减仓 |
| CB | CHUBB LTD SWITZ | $129.20万 | 0.38% | 3,964 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $108.54万 | 0.32% | 21,731 | -176 | -0.8% | -$8,791 | 减仓 |
| VOE | VANGUARD INDEX FDS | $103.10万 | 0.30% | 5,595 | 50 | 0.9% | $9,213 | 加仓 |
| VTV | VANGUARD INDEX FDS | $100.22万 | 0.29% | 5,108 | -103 | -2.0% | -$2.02万 | 减仓 |
| VB | VANGUARD INDEX FDS | $99.45万 | 0.29% | 3,797 | 79 | 2.1% | $2.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $99.39万 | 0.29% | 1,663 | 3 | 0.2% | $1,793 | 加仓 |
| SPYG | SPDR SERIES TRUST | $99.25万 | 0.29% | 10,137 | 448 | 4.6% | $4.39万 | 加仓 |
| SLQD | ISHARES TR | $98.33万 | 0.29% | 19,475 | -401 | -2.0% | -$2.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $95.22万 | 0.28% | 11,507 | 190 | 1.7% | $1.57万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $94.38万 | 0.28% | 6,823 | -45 | -0.7% | -$6,225 | 减仓 |
| LLY | ELI LILLY & CO | $91.33万 | 0.27% | 993 | -44 | -4.2% | -$4.05万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $89.48万 | 0.26% | 45,818 | -1,120 | -2.4% | -$2.19万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $88.16万 | 0.26% | 11,433 | -1,127 | -9.0% | -$8.69万 | 减仓 |
| MBB | ISHARES TR | $83.81万 | 0.24% | 8,826 | -321 | -3.5% | -$3.05万 | 减仓 |
| IUSG | ISHARES TR | $77.40万 | 0.23% | 4,990 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $77.00万 | 0.22% | 30,049 | -777 | -2.5% | -$1.99万 | 减仓 |
| IWO | ISHARES TR | $73.64万 | 0.22% | 2,347 | -43 | -1.8% | -$1.35万 | 减仓 |
| IJT | ISHARES TR | $72.40万 | 0.21% | 5,003 | -574 | -10.3% | -$8.31万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.92万 | 0.21% | 21,826 | 13 | 0.1% | $428 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $71.33万 | 0.21% | 10,859 | 1,415 | 15.0% | $9.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $69.99万 | 0.20% | 26,165 | -4,784 | -15.5% | -$12.80万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $67.56万 | 0.20% | 8,523 | 224 | 2.7% | $1.78万 | 加仓 |
| ESGU | ISHARES TR | $66.06万 | 0.19% | 4,671 | 35 | 0.8% | $4,950 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.12万 | 0.19% | 1,359 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $62.50万 | 0.18% | 4,717 | -585 | -11.0% | -$7.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.51万 | 0.18% | 930 | 1 | 0.1% | $651 | 加仓 |
| TIP | ISHARES TR | $58.97万 | 0.17% | 5,343 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $58.96万 | 0.17% | 2,412 | 12 | 0.5% | $2,933 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.90万 | 0.17% | 2,051 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $57.85万 | 0.17% | 18,856 | 316 | 1.7% | $9,695 | 加仓 |
| STIP | ISHARES TR | $54.56万 | 0.16% | 5,275 | -102 | -1.9% | -$1.06万 | 减仓 |
| IJR | ISHARES TR | $53.39万 | 0.16% | 4,295 | -94 | -2.1% | -$1.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.97万 | 0.15% | 18,221 | -2,603 | -12.5% | -$7.57万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $52.77万 | 0.15% | 8,862 | 94 | 1.1% | $5,598 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $51.08万 | 0.15% | 11,491 | 263 | 2.3% | $1.17万 | 加仓 |
| HYD | VANECK ETF TRUST | $46.40万 | 0.14% | 9,255 | 42 | 0.5% | $2,106 | 加仓 |
| DVY | ISHARES TR | $44.46万 | 0.13% | 2,936 | 14 | 0.5% | $2,120 | 加仓 |
| GVI | ISHARES TR | $41.84万 | 0.12% | 3,922 | -253 | -6.1% | -$2.70万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $40.30万 | 0.12% | 17,769 | 25 | 0.1% | $567 | 加仓 |
| IEFA | ISHARES TR | $40.05万 | 0.12% | 4,424 | 314 | 7.6% | $2.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.54万 | 0.12% | 14,851 | 84 | 0.6% | $2,237 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $38.12万 | 0.11% | 15,303 | 73 | 0.5% | $1,818 | 加仓 |
| IGIB | ISHARES TR | $36.38万 | 0.11% | 6,836 | 40 | 0.6% | $2,129 | 加仓 |
| NVDA | NVIDIA CORPORATION | $36.03万 | 0.11% | 2,066 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $34.30万 | 0.10% | 13,376 | 135 | 1.0% | $3,461 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $32.60万 | 0.10% | 7,122 | -28 | -0.4% | -$1,282 | 减仓 |
| IEF | ISHARES TR | $31.01万 | 0.09% | 3,249 | 262 | 8.8% | $2.50万 | 加仓 |
| IWM | ISHARES TR | $30.41万 | 0.09% | 1,226 | 1 | 0.1% | $248 | 加仓 |
| IWY | ISHARES TR | $30.25万 | 0.09% | 1,216 | 1 | 0.1% | $249 | 加仓 |
| EFA | ISHARES TR | $29.79万 | 0.09% | 3,067 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $27.32万 | 0.08% | 1,918 | -117 | -5.7% | -$1.67万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $27.13万 | 0.08% | 2,417 | 3 | 0.1% | $337 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $26.70万 | 0.08% | 7,977 | 7,977 | — | $26.70万 | 新建仓 |
| EAGG | ISHARES TR | $25.90万 | 0.08% | 5,446 | 43 | 0.8% | $2,045 | 加仓 |
| VSGX | VANGUARD WORLD FD | $25.79万 | 0.08% | 3,595 | 22 | 0.6% | $1,578 | 加仓 |