Conservest Capital Advisors, Inc.
WYNNEWOOD PA · SEC CIK 0001705716
$11.03亿2026Q1 申报市值
127持仓数
67.8%前十大占比 · 第一大 14.1%
5 / 9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
VCRB 加仓+$942.76万
IJR 加仓+$785.89万
DGRO 加仓+$778.58万
CGSD 加仓+$670.17万
SGOV 加仓+$578.04万
2026Q1 卖出最多 按季末市值估算
XLP 减仓-$1,247.56万
VNQ 减仓-$1,043.68万
VGSH 减仓-$638.99万
VYM 减仓-$475.48万
XLK 减仓-$203.94万
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 |
|---|---|---|---|---|---|---|---|---|
| VAW | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,563 | -100.0% | -$53.20万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,425 | -100.0% | -$40.67万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -5,876 | -100.0% | -$40.31万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,145 | -100.0% | -$25.93万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,899 | -100.0% | -$25.54万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$24.26万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,868 | -100.0% | -$23.75万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,045 | -100.0% | -$23.26万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -7,864 | -100.0% | -$22.52万 | 清仓 |
| — | SACHEM CAP CORP | $2.36万 | 0.00% | 23,346 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $2.94万 | 0.00% | 64,118 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $14.03万 | 0.01% | 25,363 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $20.72万 | 0.02% | 10,986 | 320 | 3.0% | $6,035 | 加仓 |
| ETN | EATON CORP PLC | $20.74万 | 0.02% | 580 | 0 | 0.0% | — | 重新持有 |
| HLNE | HAMILTON LANE INC | $21.37万 | 0.02% | 2,150 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $22.08万 | 0.02% | 2,758 | 2,758 | — | $22.08万 | 新建仓 |
| NFLX | NETFLIX INC. | $23.51万 | 0.02% | 2,445 | 131 | 5.7% | $1.26万 | 加仓 |
| ORCL | ORACLE CORP | $23.66万 | 0.02% | 1,608 | 24 | 1.5% | $3,531 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.58万 | 0.02% | 2,172 | -121 | -5.3% | -$1.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.63万 | 0.02% | 1,536 | 15 | 1.0% | $2,405 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $24.94万 | 0.02% | 6,889 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.65万 | 0.02% | 362 | 362 | — | $25.65万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.97万 | 0.02% | 836 | 29 | 3.6% | $9,009 | 加仓 |
| LOW | LOWES COS INC | $26.91万 | 0.02% | 1,139 | -19 | -1.6% | -$4,489 | 减仓 |
| SPMD | SPDR SERIES TRUST | $27.64万 | 0.03% | 4,667 | 4,667 | — | $27.64万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $27.88万 | 0.03% | 3,655 | -17,697 | -82.9% | -$135.01万 | 减仓 |
| EOG | EOG RES INC | $28.02万 | 0.03% | 1,938 | 17 | 0.9% | $2,458 | 加仓 |
| ABBV | ABBVIE INC | $28.19万 | 0.03% | 1,296 | 51 | 4.1% | $1.11万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.25万 | 0.03% | 5,662 | 1,685 | 42.4% | $8.41万 | 加仓 |
| GDX | VANECK ETF TRUST | $28.69万 | 0.03% | 3,126 | 123 | 4.1% | $1.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.96万 | 0.03% | 1,185 | 42 | 3.7% | $1.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.82万 | 0.03% | 299 | 1 | 0.3% | $997 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.66万 | 0.03% | 8,102 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $30.85万 | 0.03% | 548 | -4 | -0.7% | -$2,252 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.40万 | 0.03% | 10,235 | -18,100 | -63.9% | -$55.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.87万 | 0.03% | 665 | 70 | 11.8% | $3.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.90万 | 0.03% | 1,316 | 378 | 40.3% | $9.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.27万 | 0.03% | 1,097 | 72 | 7.0% | $2.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.40万 | 0.03% | 1,557 | 13 | 0.8% | $2,705 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.82万 | 0.03% | 566 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $34.03万 | 0.03% | 10,150 | -457 | -4.3% | -$1.53万 | 减仓 |
| AVGO | BROADCOM INC | $34.48万 | 0.03% | 1,114 | 1,114 | — | $34.48万 | 新建仓 |
| AIQ | GLOBAL X FDS | $34.59万 | 0.03% | 7,411 | 1,223 | 19.8% | $5.71万 | 加仓 |
| PPH | VANECK ETF TRUST | $35.32万 | 0.03% | 3,400 | -1,675 | -33.0% | -$17.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $36.66万 | 0.03% | 2,267 | 2,267 | — | $36.66万 | 新建仓 |
| AMGN | AMGEN INC | $36.94万 | 0.03% | 1,050 | 18 | 1.7% | $6,333 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.11万 | 0.03% | 4,485 | 2,095 | 87.7% | $17.34万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $38.99万 | 0.04% | 8,565 | -820 | -8.7% | -$3.73万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $41.27万 | 0.04% | 5,392 | 416 | 8.4% | $3.18万 | 加仓 |
| HD | HOME DEPOT INC | $43.34万 | 0.04% | 1,318 | 30 | 2.3% | $9,864 | 加仓 |
| IWM | ISHARES TR | $43.82万 | 0.04% | 1,767 | 3 | 0.2% | $744 | 加仓 |
| IVE | ISHARES TR | $43.92万 | 0.04% | 2,080 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $44.50万 | 0.04% | 1,387 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $46.74万 | 0.04% | 1,448 | 9 | 0.6% | $2,905 | 加仓 |
| SHOP | SHOPIFY INC | $47.69万 | 0.04% | 4,020 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $48.34万 | 0.04% | 4,435 | -1,862 | -29.6% | -$20.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $51.10万 | 0.05% | 3,871 | 51 | 1.3% | $6,732 | 加仓 |
| EFA | ISHARES TR | $51.84万 | 0.05% | 5,337 | -708 | -11.7% | -$6.88万 | 减仓 |
| ET | ENERGY TRANSFER L P | $52.56万 | 0.05% | 27,234 | 30 | 0.1% | $579 | 加仓 |
| WMT | WALMART INC | $55.78万 | 0.05% | 4,488 | 144 | 3.3% | $1.79万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $57.96万 | 0.05% | 14,195 | -12,551 | -46.9% | -$51.24万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $61.43万 | 0.06% | 18,143 | 10,299 | 131.3% | $34.87万 | 加仓 |
| IVW | ISHARES TR | $63.27万 | 0.06% | 5,594 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $66.71万 | 0.06% | 7,742 | -96 | -1.2% | -$8,271 | 减仓 |
| EEM | ISHARES TR | $70.78万 | 0.06% | 12,463 | 1,597 | 14.7% | $9.07万 | 加仓 |
| IJH | ISHARES TR | $78.74万 | 0.07% | 11,659 | 10 | 0.1% | $675 | 加仓 |
| IVV | ISHARES TR | $79.51万 | 0.07% | 1,217 | -64 | -5.0% | -$4.18万 | 减仓 |
| SDY | SPDR SERIES TRUST | $82.19万 | 0.07% | 5,632 | -3,538 | -38.6% | -$51.63万 | 减仓 |
| VHT | VANGUARD WORLD FD | $84.57万 | 0.08% | 3,106 | 236 | 8.2% | $6.43万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.08万 | 0.08% | 3,248 | -601 | -15.6% | -$15.74万 | 减仓 |
| META | META PLATFORMS INC | $89.34万 | 0.08% | 1,562 | 120 | 8.3% | $6.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $89.64万 | 0.08% | 4,569 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $90.84万 | 0.08% | 2,785 | 191 | 7.4% | $6.23万 | 加仓 |
| VDC | VANGUARD WORLD FD | $91.50万 | 0.08% | 4,074 | -8,003 | -66.3% | -$179.74万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $104.07万 | 0.09% | 4,871 | -249 | -4.9% | -$5.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $104.67万 | 0.09% | 2,828 | -5 | -0.2% | -$1,851 | 减仓 |
| CMCSA | COMCAST CORP NEW | $106.67万 | 0.10% | 37,153 | -1,336 | -3.5% | -$3.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $107.89万 | 0.10% | 2,470 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $110.54万 | 0.10% | 15,848 | 49 | 0.3% | $3,418 | 加仓 |
| NVDA | NVIDIA CORPORATION | $124.55万 | 0.11% | 7,142 | 1,727 | 31.9% | $30.12万 | 加仓 |
| GOOGL | ALPHABET INC | $126.28万 | 0.11% | 4,391 | 190 | 4.5% | $5.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $128.92万 | 0.12% | 1,848 | 20 | 1.1% | $1.40万 | 加仓 |
| GOOG | ALPHABET INC | $131.21万 | 0.12% | 4,574 | 149 | 3.4% | $4.27万 | 加仓 |
| EZU | ISHARES INC | $132.16万 | 0.12% | 21,098 | -6,087 | -22.4% | -$38.13万 | 减仓 |
| SLV | ISHARES SILVER TR | $144.87万 | 0.13% | 21,261 | -119 | -0.6% | -$8,109 | 减仓 |
| CVX | CHEVRON CORPORATION | $150.68万 | 0.14% | 7,283 | 38 | 0.5% | $7,862 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $153.51万 | 0.14% | 28,402 | -11 | -0.0% | -$595 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $175.27万 | 0.16% | 9,132 | -2,519 | -21.6% | -$48.35万 | 减仓 |
| AMZN | AMAZON COM INC | $181.17万 | 0.16% | 8,699 | 2,208 | 34.0% | $45.99万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $186.31万 | 0.17% | 37,285 | 14,879 | 66.4% | $74.35万 | 加仓 |
| EEMV | ISHARES INC | $197.41万 | 0.18% | 30,497 | -348 | -1.1% | -$2.25万 | 减仓 |
| — | EXXON MOBIL CORP | $200.84万 | 0.18% | 11,838 | -78 | -0.7% | -$1.32万 | 减仓 |
| PAVE | GLOBAL X FDS | $206.58万 | 0.19% | 40,658 | 28,357 | 230.5% | $144.08万 | 加仓 |
| IYW | ISHARES TR | $244.64万 | 0.22% | 13,485 | -11 | -0.1% | -$1,996 | 减仓 |
| IYH | ISHARES TR | $251.40万 | 0.23% | 40,785 | -1,663 | -3.9% | -$10.25万 | 减仓 |
| IYK | ISHARES TR | $260.85万 | 0.24% | 37,249 | -7,278 | -16.3% | -$50.97万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $270.07万 | 0.24% | 54,069 | 19,013 | 54.2% | $94.97万 | 加仓 |
| USFR | WISDOMTREE TR | $317.31万 | 0.29% | 63,034 | 53,514 | 562.1% | $269.39万 | 加仓 |
| MOO | VANECK ETF TRUST | $318.91万 | 0.29% | 37,741 | -1,492 | -3.8% | -$12.61万 | 减仓 |