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 |
|---|---|---|---|---|---|---|---|---|
| IYR | ISHARES TR | $0 | 0.00% | 0 | -9,869 | -100.0% | -$92.66万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -380 | -100.0% | -$21.69万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,059 | -100.0% | -$20.55万 | 清仓 |
| EGHT | 8X8 INC NEW | $3.23万 | 0.00% | 19,450 | 662 | 3.5% | $1,099 | 加仓 |
| IWM | ISHARES TR | $20.41万 | 0.03% | 823 | 823 | — | $20.41万 | 新建仓 |
| SNPS | SYNOPSYS INC | $20.58万 | 0.03% | 519 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $20.74万 | 0.03% | 1,561 | 781 | 100.1% | $10.38万 | 重新持有 |
| ABNB | AIRBNB INC | $21.38万 | 0.03% | 1,693 | 1,693 | — | $21.38万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.48万 | 0.03% | 1,345 | 1,345 | — | $21.48万 | 新建仓 |
| V | VISA INC | $21.73万 | 0.03% | 719 | 29 | 4.2% | $8,767 | 加仓 |
| MCD | MCDONALDS CORP | $22.32万 | 0.03% | 718 | 1 | 0.1% | $311 | 加仓 |
| SPGI | S&P GLOBAL INC | $22.46万 | 0.03% | 528 | 528 | — | $22.46万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $23.18万 | 0.03% | 3,859 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $23.53万 | 0.03% | 14,071 | 14,071 | — | $23.53万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $23.86万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.69万 | 0.03% | 765 | 765 | — | $24.69万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.72万 | 0.03% | 320 | 320 | — | $24.72万 | 新建仓 |
| PCG | PG&E CORP | $24.73万 | 0.03% | 14,077 | 14,077 | — | $24.73万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.95万 | 0.03% | 1,300 | 1,300 | — | $24.95万 | 新建仓 |
| PEP | PEPSICO INC | $25.06万 | 0.03% | 1,614 | 1,614 | — | $25.06万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.79万 | 0.03% | 187 | 187 | — | $25.79万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.80万 | 0.03% | 1,764 | 1,764 | — | $25.80万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.87万 | 0.03% | 3,354 | 3,354 | — | $25.87万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $26.22万 | 0.03% | 776 | 776 | — | $26.22万 | 新建仓 |
| SMH | VANECK ETF TRUST | $26.26万 | 0.03% | 685 | 685 | — | $26.26万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.14万 | 0.03% | 1,312 | 1,312 | — | $27.14万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $27.69万 | 0.04% | 463 | -64 | -12.1% | -$3.83万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.36万 | 0.04% | 1,635 | 1,635 | — | $28.36万 | 新建仓 |
| QCOM | QUALCOMM INC | $28.81万 | 0.04% | 2,237 | 616 | 38.0% | $7.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $31.31万 | 0.04% | 542 | 171 | 46.1% | $9.88万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.47万 | 0.04% | 4,190 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.67万 | 0.04% | 3,343 | -1,713 | -33.9% | -$16.74万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.39万 | 0.04% | 5,506 | 5,506 | — | $33.39万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.58万 | 0.04% | 337 | 337 | — | $33.58万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $34.90万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $35.10万 | 0.05% | 2,394 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $36.14万 | 0.05% | 729 | 729 | — | $36.14万 | 新建仓 |
| GE | GE AEROSPACE | $37.43万 | 0.05% | 1,319 | 296 | 28.9% | $8.40万 | 加仓 |
| AVGO | BROADCOM INC | $38.01万 | 0.05% | 1,228 | 1,228 | — | $38.01万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $38.12万 | 0.05% | 618 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.62万 | 0.05% | 1,039 | 280 | 36.9% | $10.41万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.56万 | 0.05% | 4,022 | -191 | -4.5% | -$1.88万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $39.58万 | 0.05% | 94 | 94 | — | $39.58万 | 新建仓 |
| INTU | INTUIT | $41.29万 | 0.05% | 955 | 189 | 24.7% | $8.17万 | 加仓 |
| GEV | GE VERNOVA INC | $42.86万 | 0.06% | 491 | 491 | — | $42.86万 | 新建仓 |
| IWP | ISHARES TR | $45.92万 | 0.06% | 3,584 | -29 | -0.8% | -$3,715 | 减仓 |
| IAGG | ISHARES TR | $48.25万 | 0.06% | 9,642 | 9,642 | — | $48.25万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $50.70万 | 0.07% | 10,799 | 10,799 | — | $50.70万 | 新建仓 |
| IESC | IES HOLDINGS INC | $52.41万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $53.43万 | 0.07% | 1,253 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $56.52万 | 0.07% | 3,842 | 313 | 8.9% | $4.60万 | 加仓 |
| NTRA | NATERA INC | $59.10万 | 0.08% | 2,955 | 143 | 5.1% | $2.86万 | 加仓 |
| WMT | WALMART INC | $61.52万 | 0.08% | 4,951 | 1,495 | 43.3% | $18.58万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $71.83万 | 0.09% | 8,714 | 309 | 3.7% | $2.55万 | 加仓 |
| IWR | ISHARES TR | $72.74万 | 0.09% | 7,481 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.80万 | 0.11% | 3,416 | 570 | 20.0% | $13.82万 | 加仓 |
| GWW | WW GRAINGER INC | $82.90万 | 0.11% | 760 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $85.11万 | 0.11% | 9,595 | -53,309 | -84.7% | -$472.85万 | 减仓 |
| META | META PLATFORMS INC | $87.72万 | 0.11% | 1,533 | 116 | 8.2% | $6.64万 | 加仓 |
| GLD | SPDR GOLD TR | $92.43万 | 0.12% | 2,148 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $92.55万 | 0.12% | 9,669 | -19,413 | -66.8% | -$185.82万 | 减仓 |
| — | EXXON MOBIL CORP | $96.98万 | 0.12% | 5,716 | 613 | 12.0% | $10.40万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $107.05万 | 0.14% | 11,471 | -269 | -2.3% | -$2.51万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $108.80万 | 0.14% | 41,846 | 41,846 | — | $108.80万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $109.70万 | 0.14% | 3,729 | 313 | 9.2% | $9.21万 | 加仓 |
| CAT | CATERPILLAR INC | $117.76万 | 0.15% | 1,662 | 58 | 3.6% | $4.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $127.22万 | 0.16% | 3,437 | 1,383 | 67.3% | $51.19万 | 加仓 |
| IEFA | ISHARES TR | $129.73万 | 0.17% | 14,330 | -666 | -4.4% | -$6.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.91万 | 0.18% | 2,857 | 229 | 8.7% | $10.97万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $144.15万 | 0.19% | 57,869 | 57,869 | — | $144.15万 | 新建仓 |
| IEMG | ISHARES INC | $161.56万 | 0.21% | 23,162 | -5,287 | -18.6% | -$36.88万 | 减仓 |
| IGIB | ISHARES TR | $174.84万 | 0.23% | 32,852 | 32,852 | — | $174.84万 | 新建仓 |
| EFV | ISHARES TR | $181.65万 | 0.23% | 24,432 | 24,432 | — | $181.65万 | 新建仓 |
| IJR | ISHARES TR | $186.59万 | 0.24% | 15,010 | 218 | 1.5% | $2.71万 | 加仓 |
| HYG | ISHARES TR | $196.24万 | 0.25% | 24,665 | -192,789 | -88.7% | -$1,533.85万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $227.59万 | 0.29% | 14,464 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $230.78万 | 0.30% | 7,194 | 965 | 15.5% | $30.96万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $246.08万 | 0.32% | 114,508 | -912,465 | -88.8% | -$1,960.88万 | 减仓 |
| GOOGL | ALPHABET INC | $254.84万 | 0.33% | 8,862 | 727 | 8.9% | $20.91万 | 加仓 |
| IVV | ISHARES TR | $285.65万 | 0.37% | 4,373 | -861 | -16.5% | -$56.24万 | 减仓 |
| AGG | ISHARES TR | $293.29万 | 0.38% | 29,545 | -42,955 | -59.2% | -$426.41万 | 减仓 |
| AAPL | APPLE INC | $336.79万 | 0.43% | 13,270 | 2,703 | 25.6% | $68.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $442.36万 | 0.57% | 20,362 | 1,213 | 6.3% | $26.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $451.73万 | 0.58% | 6,946 | -510 | -6.8% | -$33.17万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $460.21万 | 0.59% | 62,494 | -104,143 | -62.5% | -$766.92万 | 减仓 |
| EMB | ISHARES TR | $466.07万 | 0.60% | 49,619 | 572 | 1.2% | $5.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $492.15万 | 0.63% | 126,647 | -36,532 | -22.4% | -$141.96万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $526.68万 | 0.68% | 226,820 | -2,173,755 | -90.6% | -$5,047.45万 | 减仓 |
| AMZN | AMAZON COM INC | $573.45万 | 0.74% | 27,534 | 1,118 | 4.2% | $23.28万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $629.29万 | 0.81% | 206,324 | 206,324 | — | $629.29万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $767.11万 | 0.99% | 119,711 | 2,285 | 1.9% | $14.64万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $850.50万 | 1.10% | 181,965 | 181,965 | — | $850.50万 | 新建仓 |
| GOOG | ALPHABET INC | $867.40万 | 1.12% | 30,238 | 953 | 3.3% | $27.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $926.45万 | 1.19% | 171,405 | -6,117 | -3.4% | -$33.06万 | 减仓 |
| IGSB | ISHARES TR | $951.16万 | 1.22% | 180,967 | -32,319 | -15.2% | -$169.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,051.69万 | 1.35% | 40,153 | 623 | 1.6% | $16.32万 | 加仓 |
| TIP | ISHARES TR | $1,151.71万 | 1.48% | 104,360 | 772 | 0.7% | $8.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,303.60万 | 1.68% | 74,748 | 35,776 | 91.8% | $623.93万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,376.97万 | 1.77% | 281,416 | -44,508 | -13.7% | -$217.78万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,462.62万 | 1.88% | 100,324 | 100,324 | — | $1,462.62万 | 新建仓 |