BlueSky Wealth Advisors, LLC
New Bern NC · SEC CIK 0001704107
$8.63亿2026Q2 申报市值
111持仓数
56.3%前十大占比 · 第一大 16.5%
14 / 18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
VTV 加仓+$679.16万
VGIT 加仓+$359.43万
SCHF 加仓+$293.33万
SCHP 加仓+$282.11万
SCHR 加仓+$274.15万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$701.15万
SCHZ 减仓-$326.22万
BND 减仓-$176.03万
FNDF 减仓-$129.74万
VCSH 减仓-$117.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $763.13万 | 0.88% | 219,227 | 12,903 | 6.3% | $44.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $794.47万 | 0.92% | 111,504 | -8,207 | -6.9% | -$58.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $794.47万 | 0.92% | 39,706 | -35,042 | -46.9% | -$701.15万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $923.50万 | 1.07% | 191,915 | 9,950 | 5.5% | $47.88万 | 加仓 |
| IGSB | ISHARES TR | $949.65万 | 1.10% | 181,196 | 229 | 0.1% | $1.20万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $975.96万 | 1.13% | 163,505 | -7,900 | -4.6% | -$47.16万 | 减仓 |
| GOOG | ALPHABET INC | $1,029.65万 | 1.19% | 29,141 | -1,097 | -3.6% | -$38.76万 | 减仓 |
| TIP | ISHARES TR | $1,122.16万 | 1.30% | 102,546 | -1,814 | -1.7% | -$19.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,184.71万 | 1.37% | 39,084 | -1,069 | -2.7% | -$32.40万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,355.01万 | 1.57% | 256,826 | -24,590 | -8.7% | -$129.74万 | 减仓 |
| MBB | ISHARES TR | $1,708.41万 | 1.98% | 180,746 | 15,201 | 9.2% | $143.68万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,746.48万 | 2.02% | 323,303 | 25,838 | 8.7% | $139.58万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,758.43万 | 2.04% | 113,969 | 13,645 | 13.6% | $210.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,770.36万 | 2.05% | 480,554 | -4,189 | -0.9% | -$15.43万 | 减仓 |
| SHYG | ISHARES TR | $1,924.57万 | 2.23% | 453,800 | 35,840 | 8.6% | $152.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,108.84万 | 2.44% | 255,153 | 12,893 | 5.3% | $106.56万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,123.37万 | 2.46% | 438,441 | 44,344 | 11.3% | $214.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,131.85万 | 2.47% | 304,985 | 10,483 | 3.6% | $73.28万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,259.61万 | 2.62% | 623,170 | -5,582 | -0.9% | -$20.24万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,618.56万 | 3.03% | 651,220 | 58,859 | 9.9% | $236.67万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,725.11万 | 3.16% | 79,239 | -1,558 | -1.9% | -$53.58万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,929.61万 | 3.39% | 435,695 | 29,218 | 7.2% | $196.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,375.99万 | 3.91% | 427,179 | -14,879 | -3.4% | -$117.59万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,963.36万 | 4.59% | 1,096,973 | 57,839 | 5.6% | $208.97万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,302.71万 | 4.98% | 1,623,663 | 106,456 | 7.0% | $282.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,622.55万 | 5.35% | 1,668,792 | 105,895 | 6.8% | $293.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,774.32万 | 5.53% | 219,076 | 31,164 | 16.6% | $679.16万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,968.04万 | 5.75% | 842,326 | 60,941 | 7.8% | $359.43万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.43亿 | 16.55% | 4,853,947 | -32,029 | -0.7% | -$94.26万 | 减仓 |