Conservest Capital Advisors, Inc.
WYNNEWOOD PA · SEC CIK 0001705716
$12.57亿2026Q2 申报市值
132持仓数
68.1%前十大占比 · 第一大 14.0%
9 / 5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
GCOR 新建仓+$342.35万
CGSD 加仓+$298.47万
DFAE 加仓+$196.46万
PAVE 加仓+$138.55万
USFR 加仓+$130.22万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$638.76万
IWB 减仓-$315.44万
SPY 减仓-$257.49万
MDY 减仓-$232.95万
XLP 减仓-$204.93万
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 |
|---|---|---|---|---|---|---|---|---|
| BBH | VANECK ETF TRUST | $401.69万 | 0.32% | 19,765 | -511 | -2.5% | -$10.39万 | 减仓 |
| IWR | ISHARES TR | $403.88万 | 0.32% | 36,610 | -14,811 | -28.8% | -$163.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $416.23万 | 0.33% | 17,591 | -1,505 | -7.9% | -$35.61万 | 减仓 |
| XBI | SPDR SERIES TRUST | $439.46万 | 0.35% | 27,770 | -3,483 | -11.1% | -$55.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $444.12万 | 0.35% | 55,123 | -265 | -0.5% | -$2.14万 | 减仓 |
| USFR | WISDOMTREE TR | $447.60万 | 0.36% | 88,897 | 25,863 | 41.0% | $130.22万 | 加仓 |
| IYM | ISHARES TR | $464.98万 | 0.37% | 25,900 | 6,240 | 31.7% | $112.03万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $483.95万 | 0.38% | 70,056 | 1,636 | 2.4% | $11.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $501.56万 | 0.40% | 70,395 | 300 | 0.4% | $2.14万 | 加仓 |
| AGG | ISHARES TR | $538.68万 | 0.43% | 54,423 | -4,484 | -7.6% | -$44.38万 | 减仓 |
| AAPL | APPLE INC | $565.41万 | 0.45% | 19,540 | 979 | 5.3% | $28.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $643.45万 | 0.51% | 81,419 | 13,363 | 19.6% | $105.61万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $731.32万 | 0.58% | 125,655 | -4,378 | -3.4% | -$25.48万 | 减仓 |
| SOXX | ISHARES TR | $979.70万 | 0.78% | 15,290 | 1,128 | 8.0% | $72.28万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,073.23万 | 0.85% | 100,180 | 6,669 | 7.1% | $71.45万 | 加仓 |
| GLD | SPDR GOLD TR | $1,132.66万 | 0.90% | 30,747 | 605 | 2.0% | $22.29万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,183.15万 | 0.94% | 459,834 | 116,001 | 33.7% | $298.47万 | 加仓 |
| IWV | ISHARES TR | $1,331.88万 | 1.06% | 31,236 | 32 | 0.1% | $1.36万 | 加仓 |
| VOX | VANGUARD WORLD FD | $1,390.70万 | 1.11% | 75,602 | 2,361 | 3.2% | $43.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,533.57万 | 1.22% | 186,248 | -414 | -0.2% | -$3.41万 | 减仓 |
| SGOV | ISHARES TR | $1,686.23万 | 1.34% | 167,501 | -3,810 | -2.2% | -$38.36万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,735.21万 | 1.38% | 224,673 | 15,593 | 7.5% | $120.43万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,760.54万 | 1.40% | 182,572 | -15,555 | -7.9% | -$150.00万 | 减仓 |
| IEFA | ISHARES TR | $2,192.86万 | 1.74% | 227,051 | 4,280 | 1.9% | $41.34万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,536.38万 | 2.02% | 48,553 | -323 | -0.7% | -$16.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,029.96万 | 2.41% | 191,733 | -6,319 | -3.2% | -$99.86万 | 减仓 |
| IJR | ISHARES TR | $3,143.19万 | 2.50% | 211,934 | -483 | -0.2% | -$7.16万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $3,353.20万 | 2.67% | 510,148 | 11,971 | 2.4% | $78.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,541.22万 | 2.82% | 48,088 | -749 | -1.5% | -$55.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $3,741.60万 | 2.98% | 450,415 | -24,670 | -5.2% | -$204.93万 | 减仓 |
| IWB | ISHARES TR | $5,014.58万 | 3.99% | 122,456 | -7,703 | -5.9% | -$315.44万 | 减仓 |
| DGRO | ISHARES TR | $6,035.18万 | 4.80% | 796,303 | 2,895 | 0.4% | $21.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $7,427.69万 | 5.91% | 468,151 | -3,386 | -0.7% | -$53.72万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $7,553.42万 | 6.01% | 915,678 | -1,141 | -0.1% | -$9.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.47亿 | 11.66% | 208,394 | -3,312 | -1.6% | -$232.95万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.66亿 | 13.22% | 872,595 | -33,527 | -3.7% | -$638.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.77亿 | 14.04% | 236,351 | -3,448 | -1.4% | -$257.49万 | 减仓 |