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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.31亿 | 11.84% | 211,706 | -2,613 | -1.2% | -$161.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.20亿 | 10.92% | 906,122 | -15,345 | -1.7% | -$203.94万 | 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 |
| XLV | SELECT SECTOR SPDR TR | $6,913.21万 | 6.27% | 471,537 | -5,684 | -1.2% | -$83.33万 | 减仓 |
| DGRO | ISHARES TR | $5,568.13万 | 5.05% | 793,408 | 110,940 | 16.3% | $778.58万 | 加仓 |
| IWB | ISHARES TR | $4,640.94万 | 4.21% | 130,159 | -4,556 | -3.4% | -$162.45万 | 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 |
| CGW | INVESCO EXCH TRADED FD TR II | $3,185.34万 | 2.89% | 498,177 | -9,009 | -1.8% | -$57.60万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,933.15万 | 2.66% | 198,052 | -32,105 | -13.9% | -$475.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,818.77万 | 2.56% | 48,837 | 985 | 2.1% | $56.85万 | 加仓 |
| IJR | ISHARES TR | $2,640.55万 | 2.39% | 212,417 | 63,220 | 42.4% | $785.89万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,263.91万 | 2.05% | 48,876 | -1,853 | -3.7% | -$85.83万 | 减仓 |
| IEFA | ISHARES TR | $2,016.74万 | 1.83% | 222,771 | -1,602 | -0.7% | -$14.50万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,757.38万 | 1.59% | 198,127 | -117,664 | -37.3% | -$1,043.68万 | 减仓 |
| SGOV | ISHARES TR | $1,724.41万 | 1.56% | 171,311 | 57,425 | 50.4% | $578.04万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,617.86万 | 1.47% | 209,080 | 121,835 | 139.6% | $942.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,327.72万 | 1.20% | 186,662 | 26,104 | 16.3% | $185.68万 | 加仓 |
| VOX | VANGUARD WORLD FD | $1,317.17万 | 1.19% | 73,241 | 360 | 0.5% | $6.47万 | 加仓 |
| GLD | SPDR GOLD TR | $1,296.98万 | 1.18% | 30,142 | 440 | 1.5% | $18.93万 | 加仓 |
| IWV | ISHARES TR | $1,156.67万 | 1.05% | 31,204 | -3,303 | -9.6% | -$122.44万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,036.66万 | 0.94% | 93,511 | 1,102 | 1.2% | $12.22万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $886.74万 | 0.80% | 343,833 | 259,855 | 309.4% | $670.17万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $761.21万 | 0.69% | 130,033 | -109,155 | -45.6% | -$638.99万 | 减仓 |
| AGG | ISHARES TR | $584.77万 | 0.53% | 58,907 | 14,943 | 34.0% | $148.34万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $539.48万 | 0.49% | 68,056 | 53,125 | 355.8% | $421.12万 | 加仓 |
| IWR | ISHARES TR | $499.96万 | 0.45% | 51,421 | -4,629 | -8.3% | -$45.01万 | 减仓 |
| AAPL | APPLE INC | $471.05万 | 0.43% | 18,561 | 324 | 1.8% | $8.22万 | 加仓 |
| SOXX | ISHARES TR | $465.45万 | 0.42% | 14,162 | 11,607 | 454.3% | $381.48万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $457.46万 | 0.41% | 68,420 | -865 | -1.2% | -$5.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $449.17万 | 0.41% | 70,095 | 98 | 0.1% | $6,280 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $410.68万 | 0.37% | 19,096 | -125 | -0.7% | -$2.69万 | 减仓 |
| XBI | SPDR SERIES TRUST | $399.20万 | 0.36% | 31,253 | 1,139 | 3.8% | $14.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $397.67万 | 0.36% | 13,847 | -168 | -1.2% | -$4.82万 | 减仓 |
| BBH | VANECK ETF TRUST | $381.23万 | 0.35% | 20,276 | 3,782 | 22.9% | $71.11万 | 加仓 |
| IYM | ISHARES TR | $345.86万 | 0.31% | 19,660 | 17,350 | 751.1% | $305.22万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $339.16万 | 0.31% | 45,421 | 1,025 | 2.3% | $7.65万 | 加仓 |
| MOO | VANECK ETF TRUST | $318.91万 | 0.29% | 37,741 | -1,492 | -3.8% | -$12.61万 | 减仓 |
| USFR | WISDOMTREE TR | $317.31万 | 0.29% | 63,034 | 53,514 | 562.1% | $269.39万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $270.07万 | 0.24% | 54,069 | 19,013 | 54.2% | $94.97万 | 加仓 |
| IYK | ISHARES TR | $260.85万 | 0.24% | 37,249 | -7,278 | -16.3% | -$50.97万 | 减仓 |
| IYH | ISHARES TR | $251.40万 | 0.23% | 40,785 | -1,663 | -3.9% | -$10.25万 | 减仓 |
| IYW | ISHARES TR | $244.64万 | 0.22% | 13,485 | -11 | -0.1% | -$1,996 | 减仓 |
| PAVE | GLOBAL X FDS | $206.58万 | 0.19% | 40,658 | 28,357 | 230.5% | $144.08万 | 加仓 |
| — | EXXON MOBIL CORP | $200.84万 | 0.18% | 11,838 | -78 | -0.7% | -$1.32万 | 减仓 |
| EEMV | ISHARES INC | $197.41万 | 0.18% | 30,497 | -348 | -1.1% | -$2.25万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $186.31万 | 0.17% | 37,285 | 14,879 | 66.4% | $74.35万 | 加仓 |
| AMZN | AMAZON COM INC | $181.17万 | 0.16% | 8,699 | 2,208 | 34.0% | $45.99万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $175.27万 | 0.16% | 9,132 | -2,519 | -21.6% | -$48.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $153.51万 | 0.14% | 28,402 | -11 | -0.0% | -$595 | 减仓 |
| CVX | CHEVRON CORPORATION | $150.68万 | 0.14% | 7,283 | 38 | 0.5% | $7,862 | 加仓 |
| SLV | ISHARES SILVER TR | $144.87万 | 0.13% | 21,261 | -119 | -0.6% | -$8,109 | 减仓 |
| EZU | ISHARES INC | $132.16万 | 0.12% | 21,098 | -6,087 | -22.4% | -$38.13万 | 减仓 |
| GOOG | ALPHABET INC | $131.21万 | 0.12% | 4,574 | 149 | 3.4% | $4.27万 | 加仓 |
| VGT | VANGUARD WORLD FD | $128.92万 | 0.12% | 1,848 | 20 | 1.1% | $1.40万 | 加仓 |
| GOOGL | ALPHABET INC | $126.28万 | 0.11% | 4,391 | 190 | 4.5% | $5.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $124.55万 | 0.11% | 7,142 | 1,727 | 31.9% | $30.12万 | 加仓 |
| IEMG | ISHARES INC | $110.54万 | 0.10% | 15,848 | 49 | 0.3% | $3,418 | 加仓 |
| VUG | VANGUARD INDEX FDS | $107.89万 | 0.10% | 2,470 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $106.67万 | 0.10% | 37,153 | -1,336 | -3.5% | -$3.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $104.67万 | 0.09% | 2,828 | -5 | -0.2% | -$1,851 | 减仓 |
| LRCX | LAM RESEARCH CORP | $104.07万 | 0.09% | 4,871 | -249 | -4.9% | -$5.32万 | 减仓 |
| VDC | VANGUARD WORLD FD | $91.50万 | 0.08% | 4,074 | -8,003 | -66.3% | -$179.74万 | 减仓 |
| XSD | SPDR SERIES TRUST | $90.84万 | 0.08% | 2,785 | 191 | 7.4% | $6.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $89.64万 | 0.08% | 4,569 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $89.34万 | 0.08% | 1,562 | 120 | 8.3% | $6.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.08万 | 0.08% | 3,248 | -601 | -15.6% | -$15.74万 | 减仓 |
| VHT | VANGUARD WORLD FD | $84.57万 | 0.08% | 3,106 | 236 | 8.2% | $6.43万 | 加仓 |
| SDY | SPDR SERIES TRUST | $82.19万 | 0.07% | 5,632 | -3,538 | -38.6% | -$51.63万 | 减仓 |
| IVV | ISHARES TR | $79.51万 | 0.07% | 1,217 | -64 | -5.0% | -$4.18万 | 减仓 |
| IJH | ISHARES TR | $78.74万 | 0.07% | 11,659 | 10 | 0.1% | $675 | 加仓 |
| EEM | ISHARES TR | $70.78万 | 0.06% | 12,463 | 1,597 | 14.7% | $9.07万 | 加仓 |
| GMED | GLOBUS MED INC | $66.71万 | 0.06% | 7,742 | -96 | -1.2% | -$8,271 | 减仓 |
| IVW | ISHARES TR | $63.27万 | 0.06% | 5,594 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $61.43万 | 0.06% | 18,143 | 10,299 | 131.3% | $34.87万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $57.96万 | 0.05% | 14,195 | -12,551 | -46.9% | -$51.24万 | 减仓 |
| WMT | WALMART INC | $55.78万 | 0.05% | 4,488 | 144 | 3.3% | $1.79万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.56万 | 0.05% | 27,234 | 30 | 0.1% | $579 | 加仓 |
| EFA | ISHARES TR | $51.84万 | 0.05% | 5,337 | -708 | -11.7% | -$6.88万 | 减仓 |
| COP | CONOCOPHILLIPS | $51.10万 | 0.05% | 3,871 | 51 | 1.3% | $6,732 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $48.34万 | 0.04% | 4,435 | -1,862 | -29.6% | -$20.29万 | 减仓 |
| SHOP | SHOPIFY INC | $47.69万 | 0.04% | 4,020 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $46.74万 | 0.04% | 1,448 | 9 | 0.6% | $2,905 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.50万 | 0.04% | 1,387 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $43.92万 | 0.04% | 2,080 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $43.82万 | 0.04% | 1,767 | 3 | 0.2% | $744 | 加仓 |
| HD | HOME DEPOT INC | $43.34万 | 0.04% | 1,318 | 30 | 2.3% | $9,864 | 加仓 |
| SPYM | SPDR SERIES TRUST | $41.27万 | 0.04% | 5,392 | 416 | 8.4% | $3.18万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $38.99万 | 0.04% | 8,565 | -820 | -8.7% | -$3.73万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.11万 | 0.03% | 4,485 | 2,095 | 87.7% | $17.34万 | 加仓 |
| AMGN | AMGEN INC | $36.94万 | 0.03% | 1,050 | 18 | 1.7% | $6,333 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $36.66万 | 0.03% | 2,267 | 2,267 | — | $36.66万 | 新建仓 |
| PPH | VANECK ETF TRUST | $35.32万 | 0.03% | 3,400 | -1,675 | -33.0% | -$17.40万 | 减仓 |
| AIQ | GLOBAL X FDS | $34.59万 | 0.03% | 7,411 | 1,223 | 19.8% | $5.71万 | 加仓 |
| AVGO | BROADCOM INC | $34.48万 | 0.03% | 1,114 | 1,114 | — | $34.48万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $34.03万 | 0.03% | 10,150 | -457 | -4.3% | -$1.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.82万 | 0.03% | 566 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.40万 | 0.03% | 1,557 | 13 | 0.8% | $2,705 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.27万 | 0.03% | 1,097 | 72 | 7.0% | $2.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.90万 | 0.03% | 1,316 | 378 | 40.3% | $9.16万 | 加仓 |