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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1.43亿 | 16.55% | 4,853,947 | -32,029 | -0.7% | -$94.26万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,968.04万 | 5.75% | 842,326 | 60,941 | 7.8% | $359.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,774.32万 | 5.53% | 219,076 | 31,164 | 16.6% | $679.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,622.55万 | 5.35% | 1,668,792 | 105,895 | 6.8% | $293.33万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,302.71万 | 4.98% | 1,623,663 | 106,456 | 7.0% | $282.11万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,963.36万 | 4.59% | 1,096,973 | 57,839 | 5.6% | $208.97万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,375.99万 | 3.91% | 427,179 | -14,879 | -3.4% | -$117.59万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,929.61万 | 3.39% | 435,695 | 29,218 | 7.2% | $196.46万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,725.11万 | 3.16% | 79,239 | -1,558 | -1.9% | -$53.58万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,618.56万 | 3.03% | 651,220 | 58,859 | 9.9% | $236.67万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,259.61万 | 2.62% | 623,170 | -5,582 | -0.9% | -$20.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,131.85万 | 2.47% | 304,985 | 10,483 | 3.6% | $73.28万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,123.37万 | 2.46% | 438,441 | 44,344 | 11.3% | $214.76万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,108.84万 | 2.44% | 255,153 | 12,893 | 5.3% | $106.56万 | 加仓 |
| SHYG | ISHARES TR | $1,924.57万 | 2.23% | 453,800 | 35,840 | 8.6% | $152.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,770.36万 | 2.05% | 480,554 | -4,189 | -0.9% | -$15.43万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,758.43万 | 2.04% | 113,969 | 13,645 | 13.6% | $210.53万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,746.48万 | 2.02% | 323,303 | 25,838 | 8.7% | $139.58万 | 加仓 |
| MBB | ISHARES TR | $1,708.41万 | 1.98% | 180,746 | 15,201 | 9.2% | $143.68万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,355.01万 | 1.57% | 256,826 | -24,590 | -8.7% | -$129.74万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,184.71万 | 1.37% | 39,084 | -1,069 | -2.7% | -$32.40万 | 减仓 |
| TIP | ISHARES TR | $1,122.16万 | 1.30% | 102,546 | -1,814 | -1.7% | -$19.85万 | 减仓 |
| GOOG | ALPHABET INC | $1,029.65万 | 1.19% | 29,141 | -1,097 | -3.6% | -$38.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $975.96万 | 1.13% | 163,505 | -7,900 | -4.6% | -$47.16万 | 减仓 |
| IGSB | ISHARES TR | $949.65万 | 1.10% | 181,196 | 229 | 0.1% | $1.20万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $923.50万 | 1.07% | 191,915 | 9,950 | 5.5% | $47.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $794.47万 | 0.92% | 39,706 | -35,042 | -46.9% | -$701.15万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $794.47万 | 0.92% | 111,504 | -8,207 | -6.9% | -$58.47万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $763.13万 | 0.88% | 219,227 | 12,903 | 6.3% | $44.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $716.02万 | 0.83% | 9,588 | 2,642 | 38.0% | $197.30万 | 加仓 |
| AMZN | AMAZON COM INC | $565.34万 | 0.65% | 23,720 | -3,814 | -13.9% | -$90.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $561.81万 | 0.65% | 126,647 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $476.11万 | 0.55% | 49,369 | -250 | -0.5% | -$2.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $458.64万 | 0.53% | 18,875 | -1,487 | -7.3% | -$36.13万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $416.85万 | 0.48% | 169,040 | 111,171 | 192.1% | $274.15万 | 加仓 |
| IGIB | ISHARES TR | $386.88万 | 0.45% | 72,763 | 39,911 | 121.5% | $212.21万 | 加仓 |
| IVV | ISHARES TR | $359.69万 | 0.42% | 4,803 | 430 | 9.8% | $32.20万 | 加仓 |
| AAPL | APPLE INC | $323.74万 | 0.37% | 11,188 | -2,082 | -15.7% | -$60.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $313.39万 | 0.36% | 6,263 | 3,406 | 119.2% | $170.43万 | 加仓 |
| GOOGL | ALPHABET INC | $300.09万 | 0.35% | 8,397 | -465 | -5.2% | -$16.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $282.74万 | 0.33% | 38,515 | -23,979 | -38.4% | -$176.03万 | 减仓 |
| AGG | ISHARES TR | $282.41万 | 0.33% | 28,532 | -1,013 | -3.4% | -$10.03万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $267.79万 | 0.31% | 14,464 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $243.05万 | 0.28% | 6,568 | -626 | -8.7% | -$23.17万 | 减仓 |
| IJR | ISHARES TR | $218.73万 | 0.25% | 14,748 | -262 | -1.7% | -$3.89万 | 减仓 |
| EFV | ISHARES TR | $204.56万 | 0.24% | 26,722 | 2,290 | 9.4% | $17.53万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $198.42万 | 0.23% | 85,784 | -141,036 | -62.2% | -$326.22万 | 减仓 |
| IEMG | ISHARES INC | $191.87万 | 0.22% | 23,162 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $173.49万 | 0.20% | 1,629 | -33 | -2.0% | -$3.51万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $169.77万 | 0.20% | 71,692 | -42,816 | -37.4% | -$101.39万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $164.19万 | 0.19% | 35,076 | 24,277 | 224.8% | $113.64万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $139.45万 | 0.16% | 53,264 | 11,418 | 27.3% | $29.89万 | 加仓 |
| IEFA | ISHARES TR | $134.83万 | 0.16% | 13,960 | -370 | -2.6% | -$3.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $116.11万 | 0.13% | 3,547 | -182 | -4.9% | -$5.96万 | 减仓 |
| GLD | SPDR GOLD TR | $105.61万 | 0.12% | 2,867 | 719 | 33.5% | $26.49万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $104.34万 | 0.12% | 10,770 | -701 | -6.1% | -$6.79万 | 减仓 |
| GWW | WW GRAINGER INC | $103.39万 | 0.12% | 760 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $97.65万 | 0.11% | 846 | 70 | 9.0% | $8.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $94.81万 | 0.11% | 2,542 | -895 | -26.0% | -$33.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.41万 | 0.11% | 3,286 | -130 | -3.8% | -$3.66万 | 减仓 |
| HYG | ISHARES TR | $85.57万 | 0.10% | 10,701 | -13,964 | -56.6% | -$111.67万 | 减仓 |
| IWR | ISHARES TR | $82.53万 | 0.10% | 7,481 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $80.81万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $79.48万 | 0.09% | 2,928 | -27 | -0.9% | -$7,329 | 减仓 |
| META | META PLATFORMS INC | $75.44万 | 0.09% | 1,339 | -194 | -12.7% | -$10.93万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $74.42万 | 0.09% | 8,405 | -309 | -3.5% | -$2.74万 | 减仓 |
| — | EXXON MOBIL CORP | $73.61万 | 0.09% | 5,384 | -332 | -5.8% | -$4.54万 | 减仓 |
| IWF | ISHARES TR | $62.23万 | 0.07% | 5,012 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $61.17万 | 0.07% | 2,036 | 1,213 | 147.4% | $36.44万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $55.65万 | 0.06% | 663 | 663 | — | $55.65万 | 新建仓 |
| ORCL | ORACLE CORP | $55.17万 | 0.06% | 3,764 | -78 | -2.0% | -$1.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $53.07万 | 0.06% | 5,503 | -4,092 | -42.6% | -$39.46万 | 减仓 |
| IWP | ISHARES TR | $52.47万 | 0.06% | 3,584 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $51.96万 | 0.06% | 10,268 | 626 | 6.5% | $3.17万 | 加仓 |
| JNK | SPDR SERIES TRUST | $49.96万 | 0.06% | 5,184 | -4,485 | -46.4% | -$43.22万 | 减仓 |
| GE | GE AEROSPACE | $43.54万 | 0.05% | 1,165 | -154 | -11.7% | -$5.76万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.47万 | 0.05% | 618 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $42.65万 | 0.05% | 363 | -128 | -26.1% | -$15.04万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $42.62万 | 0.05% | 3,965 | -57 | -1.4% | -$6,128 | 减仓 |
| WMT | WALMART INC | $41.09万 | 0.05% | 3,628 | -1,323 | -26.7% | -$14.98万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $40.77万 | 0.05% | 9,038 | 9,038 | — | $40.77万 | 新建仓 |
| INTC | INTEL CORP | $40.27万 | 0.05% | 2,884 | 2,884 | — | $40.27万 | 新建仓 |
| CLS | CELESTICA INC | $38.78万 | 0.04% | 1,063 | 1,063 | — | $38.78万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $38.68万 | 0.04% | 3,343 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $37.98万 | 0.04% | 2,394 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $37.10万 | 0.04% | 882 | -157 | -15.1% | -$6.60万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.09万 | 0.04% | 4,190 | 0 | 0.0% | — | 不变 |
| AIP | ARTERIS INC | $33.76万 | 0.04% | 6,947 | 6,947 | — | $33.76万 | 新建仓 |
| QCOM | QUALCOMM INC | $32.19万 | 0.04% | 1,742 | -495 | -22.1% | -$9.15万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.81万 | 0.04% | 5,950 | 5,950 | — | $31.81万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.22万 | 0.04% | 1,148 | 1,148 | — | $31.22万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $29.79万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $29.21万 | 0.03% | 1,020 | 1,020 | — | $29.21万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $28.68万 | 0.03% | 449 | 449 | — | $28.68万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.68万 | 0.03% | 3,354 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $27.90万 | 0.03% | 1,492 | 1,492 | — | $27.90万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.66万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $26.85万 | 0.03% | 14,071 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $26.76万 | 0.03% | 600 | 81 | 15.6% | $3.61万 | 加仓 |
| LIN | LINDE PLC | $26.47万 | 0.03% | 510 | -219 | -30.0% | -$11.36万 | 减仓 |