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 |
|---|---|---|---|---|---|---|---|---|
| GNR | SPDR INDEX SHS FDS | $339.16万 | 0.31% | 45,421 | 1,025 | 2.3% | $7.65万 | 加仓 |
| IYM | ISHARES TR | $345.86万 | 0.31% | 19,660 | 17,350 | 751.1% | $305.22万 | 加仓 |
| BBH | VANECK ETF TRUST | $381.23万 | 0.35% | 20,276 | 3,782 | 22.9% | $71.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $397.67万 | 0.36% | 13,847 | -168 | -1.2% | -$4.82万 | 减仓 |
| XBI | SPDR SERIES TRUST | $399.20万 | 0.36% | 31,253 | 1,139 | 3.8% | $14.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $410.68万 | 0.37% | 19,096 | -125 | -0.7% | -$2.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $449.17万 | 0.41% | 70,095 | 98 | 0.1% | $6,280 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $457.46万 | 0.41% | 68,420 | -865 | -1.2% | -$5.78万 | 减仓 |
| SOXX | ISHARES TR | $465.45万 | 0.42% | 14,162 | 11,607 | 454.3% | $381.48万 | 加仓 |
| AAPL | APPLE INC | $471.05万 | 0.43% | 18,561 | 324 | 1.8% | $8.22万 | 加仓 |
| IWR | ISHARES TR | $499.96万 | 0.45% | 51,421 | -4,629 | -8.3% | -$45.01万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $539.48万 | 0.49% | 68,056 | 53,125 | 355.8% | $421.12万 | 加仓 |
| AGG | ISHARES TR | $584.77万 | 0.53% | 58,907 | 14,943 | 34.0% | $148.34万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $761.21万 | 0.69% | 130,033 | -109,155 | -45.6% | -$638.99万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $886.74万 | 0.80% | 343,833 | 259,855 | 309.4% | $670.17万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,036.66万 | 0.94% | 93,511 | 1,102 | 1.2% | $12.22万 | 加仓 |
| IWV | ISHARES TR | $1,156.67万 | 1.05% | 31,204 | -3,303 | -9.6% | -$122.44万 | 减仓 |
| GLD | SPDR GOLD TR | $1,296.98万 | 1.18% | 30,142 | 440 | 1.5% | $18.93万 | 加仓 |
| VOX | VANGUARD WORLD FD | $1,317.17万 | 1.19% | 73,241 | 360 | 0.5% | $6.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,327.72万 | 1.20% | 186,662 | 26,104 | 16.3% | $185.68万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,617.86万 | 1.47% | 209,080 | 121,835 | 139.6% | $942.76万 | 加仓 |
| SGOV | ISHARES TR | $1,724.41万 | 1.56% | 171,311 | 57,425 | 50.4% | $578.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,757.38万 | 1.59% | 198,127 | -117,664 | -37.3% | -$1,043.68万 | 减仓 |
| IEFA | ISHARES TR | $2,016.74万 | 1.83% | 222,771 | -1,602 | -0.7% | -$14.50万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,263.91万 | 2.05% | 48,876 | -1,853 | -3.7% | -$85.83万 | 减仓 |
| IJR | ISHARES TR | $2,640.55万 | 2.39% | 212,417 | 63,220 | 42.4% | $785.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,818.77万 | 2.56% | 48,837 | 985 | 2.1% | $56.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,933.15万 | 2.66% | 198,052 | -32,105 | -13.9% | -$475.48万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $3,185.34万 | 2.89% | 498,177 | -9,009 | -1.8% | -$57.60万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $3,894.75万 | 3.53% | 475,085 | -152,178 | -24.3% | -$1,247.56万 | 减仓 |
| IWB | ISHARES TR | $4,640.94万 | 4.21% | 130,159 | -4,556 | -3.4% | -$162.45万 | 减仓 |
| DGRO | ISHARES TR | $5,568.13万 | 5.05% | 793,408 | 110,940 | 16.3% | $778.58万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $6,913.21万 | 6.27% | 471,537 | -5,684 | -1.2% | -$83.33万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6,943.99万 | 6.29% | 916,819 | 39,936 | 4.6% | $302.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.20亿 | 10.92% | 906,122 | -15,345 | -1.7% | -$203.94万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.31亿 | 11.84% | 211,706 | -2,613 | -1.2% | -$161.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.56亿 | 14.14% | 239,799 | -1,377 | -0.6% | -$89.55万 | 减仓 |