BlueSky Wealth Advisors, LLC
New Bern NC · SEC CIK 0001704107
$7.77亿2026Q1 申报市值
115持仓数
54.7%前十大占比 · 第一大 16.1%
39 / 3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
VGIT 新建仓+$4,653.15万
VTV 加仓+$3,601.95万
DFAE 新建仓+$2,005.73万
VCIT 新建仓+$2,004.70万
BNDX 新建仓+$1,893.64万
2026Q1 卖出最多 按季末市值估算
SCHZ 减仓-$5,047.45万
SCHX 减仓-$3,410.59万
VCSH 减仓-$3,013.01万
DFAX 减仓-$2,828.56万
SCHH 减仓-$1,960.88万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $1,570.02万 | 2.02% | 297,465 | 297,465 | — | $1,570.02万 | 新建仓 |
| MBB | ISHARES TR | $1,571.85万 | 2.02% | 165,545 | 165,545 | — | $1,571.85万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,646.67万 | 2.12% | 484,743 | -832,663 | -63.2% | -$2,828.56万 | 减仓 |
| SHYG | ISHARES TR | $1,768.39万 | 2.28% | 417,960 | 417,960 | — | $1,768.39万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1,839.16万 | 2.37% | 294,502 | -1,049 | -0.4% | -$6.55万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,893.64万 | 2.44% | 394,097 | 394,097 | — | $1,893.64万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,004.70万 | 2.58% | 242,260 | 242,260 | — | $2,004.70万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,005.73万 | 2.58% | 592,361 | 592,361 | — | $2,005.73万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,071.74万 | 2.67% | 628,752 | -557,731 | -47.0% | -$1,837.72万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,414.62万 | 3.11% | 80,797 | -7,282 | -8.3% | -$217.62万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,670.15万 | 3.44% | 406,477 | 12,903 | 3.3% | $84.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,021.80万 | 3.89% | 1,039,134 | 41,722 | 4.2% | $121.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,504.19万 | 4.51% | 442,058 | -380,095 | -46.2% | -$3,013.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,686.83万 | 4.75% | 187,912 | 183,586 | 4,243.8% | $3,601.95万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,868.17万 | 4.98% | 1,562,897 | 190,811 | 13.9% | $472.26万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,037.29万 | 5.20% | 1,517,207 | 17,597 | 1.2% | $46.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,653.15万 | 5.99% | 781,385 | 781,385 | — | $4,653.15万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.25亿 | 16.13% | 4,885,976 | -1,330,182 | -21.4% | -$3,410.59万 | 减仓 |