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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1.25亿 | 16.13% | 4,885,976 | -1,330,182 | -21.4% | -$3,410.59万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,653.15万 | 5.99% | 781,385 | 781,385 | — | $4,653.15万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,037.29万 | 5.20% | 1,517,207 | 17,597 | 1.2% | $46.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,868.17万 | 4.98% | 1,562,897 | 190,811 | 13.9% | $472.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,686.83万 | 4.75% | 187,912 | 183,586 | 4,243.8% | $3,601.95万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,504.19万 | 4.51% | 442,058 | -380,095 | -46.2% | -$3,013.01万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,021.80万 | 3.89% | 1,039,134 | 41,722 | 4.2% | $121.33万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,670.15万 | 3.44% | 406,477 | 12,903 | 3.3% | $84.76万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,414.62万 | 3.11% | 80,797 | -7,282 | -8.3% | -$217.62万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,071.74万 | 2.67% | 628,752 | -557,731 | -47.0% | -$1,837.72万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,005.73万 | 2.58% | 592,361 | 592,361 | — | $2,005.73万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,004.70万 | 2.58% | 242,260 | 242,260 | — | $2,004.70万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,893.64万 | 2.44% | 394,097 | 394,097 | — | $1,893.64万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1,839.16万 | 2.37% | 294,502 | -1,049 | -0.4% | -$6.55万 | 减仓 |
| SHYG | ISHARES TR | $1,768.39万 | 2.28% | 417,960 | 417,960 | — | $1,768.39万 | 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 |
| MBB | ISHARES TR | $1,571.85万 | 2.02% | 165,545 | 165,545 | — | $1,571.85万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,570.02万 | 2.02% | 297,465 | 297,465 | — | $1,570.02万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,462.62万 | 1.88% | 100,324 | 100,324 | — | $1,462.62万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,376.97万 | 1.77% | 281,416 | -44,508 | -13.7% | -$217.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,303.60万 | 1.68% | 74,748 | 35,776 | 91.8% | $623.93万 | 加仓 |
| TIP | ISHARES TR | $1,151.71万 | 1.48% | 104,360 | 772 | 0.7% | $8.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,051.69万 | 1.35% | 40,153 | 623 | 1.6% | $16.32万 | 加仓 |
| IGSB | ISHARES TR | $951.16万 | 1.22% | 180,967 | -32,319 | -15.2% | -$169.87万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $926.45万 | 1.19% | 171,405 | -6,117 | -3.4% | -$33.06万 | 减仓 |
| GOOG | ALPHABET INC | $867.40万 | 1.12% | 30,238 | 953 | 3.3% | $27.34万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $850.50万 | 1.10% | 181,965 | 181,965 | — | $850.50万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $767.11万 | 0.99% | 119,711 | 2,285 | 1.9% | $14.64万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $629.29万 | 0.81% | 206,324 | 206,324 | — | $629.29万 | 新建仓 |
| AMZN | AMAZON COM INC | $573.45万 | 0.74% | 27,534 | 1,118 | 4.2% | $23.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $526.68万 | 0.68% | 226,820 | -2,173,755 | -90.6% | -$5,047.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $492.15万 | 0.63% | 126,647 | -36,532 | -22.4% | -$141.96万 | 减仓 |
| EMB | ISHARES TR | $466.07万 | 0.60% | 49,619 | 572 | 1.2% | $5.37万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $460.21万 | 0.59% | 62,494 | -104,143 | -62.5% | -$766.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $451.73万 | 0.58% | 6,946 | -510 | -6.8% | -$33.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $442.36万 | 0.57% | 20,362 | 1,213 | 6.3% | $26.35万 | 加仓 |
| AAPL | APPLE INC | $336.79万 | 0.43% | 13,270 | 2,703 | 25.6% | $68.60万 | 加仓 |
| AGG | ISHARES TR | $293.29万 | 0.38% | 29,545 | -42,955 | -59.2% | -$426.41万 | 减仓 |
| IVV | ISHARES TR | $285.65万 | 0.37% | 4,373 | -861 | -16.5% | -$56.24万 | 减仓 |
| GOOGL | ALPHABET INC | $254.84万 | 0.33% | 8,862 | 727 | 8.9% | $20.91万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $246.08万 | 0.32% | 114,508 | -912,465 | -88.8% | -$1,960.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $230.78万 | 0.30% | 7,194 | 965 | 15.5% | $30.96万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $227.59万 | 0.29% | 14,464 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $196.24万 | 0.25% | 24,665 | -192,789 | -88.7% | -$1,533.85万 | 减仓 |
| IJR | ISHARES TR | $186.59万 | 0.24% | 15,010 | 218 | 1.5% | $2.71万 | 加仓 |
| EFV | ISHARES TR | $181.65万 | 0.23% | 24,432 | 24,432 | — | $181.65万 | 新建仓 |
| IGIB | ISHARES TR | $174.84万 | 0.23% | 32,852 | 32,852 | — | $174.84万 | 新建仓 |
| IEMG | ISHARES INC | $161.56万 | 0.21% | 23,162 | -5,287 | -18.6% | -$36.88万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $144.15万 | 0.19% | 57,869 | 57,869 | — | $144.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.91万 | 0.18% | 2,857 | 229 | 8.7% | $10.97万 | 加仓 |
| IEFA | ISHARES TR | $129.73万 | 0.17% | 14,330 | -666 | -4.4% | -$6.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $127.22万 | 0.16% | 3,437 | 1,383 | 67.3% | $51.19万 | 加仓 |
| CAT | CATERPILLAR INC | $117.76万 | 0.15% | 1,662 | 58 | 3.6% | $4.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $109.70万 | 0.14% | 3,729 | 313 | 9.2% | $9.21万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $108.80万 | 0.14% | 41,846 | 41,846 | — | $108.80万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $107.05万 | 0.14% | 11,471 | -269 | -2.3% | -$2.51万 | 减仓 |
| — | EXXON MOBIL CORP | $96.98万 | 0.12% | 5,716 | 613 | 12.0% | $10.40万 | 加仓 |
| JNK | SPDR SERIES TRUST | $92.55万 | 0.12% | 9,669 | -19,413 | -66.8% | -$185.82万 | 减仓 |
| GLD | SPDR GOLD TR | $92.43万 | 0.12% | 2,148 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $87.72万 | 0.11% | 1,533 | 116 | 8.2% | $6.64万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $85.11万 | 0.11% | 9,595 | -53,309 | -84.7% | -$472.85万 | 减仓 |
| GWW | WW GRAINGER INC | $82.90万 | 0.11% | 760 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.80万 | 0.11% | 3,416 | 570 | 20.0% | $13.82万 | 加仓 |
| IWR | ISHARES TR | $72.74万 | 0.09% | 7,481 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $71.83万 | 0.09% | 8,714 | 309 | 3.7% | $2.55万 | 加仓 |
| WMT | WALMART INC | $61.52万 | 0.08% | 4,951 | 1,495 | 43.3% | $18.58万 | 加仓 |
| NTRA | NATERA INC | $59.10万 | 0.08% | 2,955 | 143 | 5.1% | $2.86万 | 加仓 |
| ORCL | ORACLE CORP | $56.52万 | 0.07% | 3,842 | 313 | 8.9% | $4.60万 | 加仓 |
| IWF | ISHARES TR | $53.43万 | 0.07% | 1,253 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $52.41万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $50.70万 | 0.07% | 10,799 | 10,799 | — | $50.70万 | 新建仓 |
| IAGG | ISHARES TR | $48.25万 | 0.06% | 9,642 | 9,642 | — | $48.25万 | 新建仓 |
| IWP | ISHARES TR | $45.92万 | 0.06% | 3,584 | -29 | -0.8% | -$3,715 | 减仓 |
| GEV | GE VERNOVA INC | $42.86万 | 0.06% | 491 | 491 | — | $42.86万 | 新建仓 |
| INTU | INTUIT | $41.29万 | 0.05% | 955 | 189 | 24.7% | $8.17万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $39.58万 | 0.05% | 94 | 94 | — | $39.58万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $39.56万 | 0.05% | 4,022 | -191 | -4.5% | -$1.88万 | 减仓 |
| TSLA | TESLA INC | $38.62万 | 0.05% | 1,039 | 280 | 36.9% | $10.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $38.12万 | 0.05% | 618 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $38.01万 | 0.05% | 1,228 | 1,228 | — | $38.01万 | 新建仓 |
| GE | GE AEROSPACE | $37.43万 | 0.05% | 1,319 | 296 | 28.9% | $8.40万 | 加仓 |
| LIN | LINDE PLC | $36.14万 | 0.05% | 729 | 729 | — | $36.14万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $35.10万 | 0.05% | 2,394 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $34.90万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $33.58万 | 0.04% | 337 | 337 | — | $33.58万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.39万 | 0.04% | 5,506 | 5,506 | — | $33.39万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.67万 | 0.04% | 3,343 | -1,713 | -33.9% | -$16.74万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.47万 | 0.04% | 4,190 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.31万 | 0.04% | 542 | 171 | 46.1% | $9.88万 | 加仓 |
| QCOM | QUALCOMM INC | $28.81万 | 0.04% | 2,237 | 616 | 38.0% | $7.93万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.36万 | 0.04% | 1,635 | 1,635 | — | $28.36万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $27.69万 | 0.04% | 463 | -64 | -12.1% | -$3.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.14万 | 0.03% | 1,312 | 1,312 | — | $27.14万 | 新建仓 |
| SMH | VANECK ETF TRUST | $26.26万 | 0.03% | 685 | 685 | — | $26.26万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $26.22万 | 0.03% | 776 | 776 | — | $26.22万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.87万 | 0.03% | 3,354 | 3,354 | — | $25.87万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.80万 | 0.03% | 1,764 | 1,764 | — | $25.80万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.79万 | 0.03% | 187 | 187 | — | $25.79万 | 新建仓 |
| PEP | PEPSICO INC | $25.06万 | 0.03% | 1,614 | 1,614 | — | $25.06万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.95万 | 0.03% | 1,300 | 1,300 | — | $24.95万 | 新建仓 |