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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.87万 | 0.03% | 665 | 70 | 11.8% | $3.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.40万 | 0.03% | 10,235 | -18,100 | -63.9% | -$55.53万 | 减仓 |
| DE | DEERE & CO | $30.85万 | 0.03% | 548 | -4 | -0.7% | -$2,252 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.66万 | 0.03% | 8,102 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.82万 | 0.03% | 299 | 1 | 0.3% | $997 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.96万 | 0.03% | 1,185 | 42 | 3.7% | $1.03万 | 加仓 |
| GDX | VANECK ETF TRUST | $28.69万 | 0.03% | 3,126 | 123 | 4.1% | $1.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.25万 | 0.03% | 5,662 | 1,685 | 42.4% | $8.41万 | 加仓 |
| ABBV | ABBVIE INC | $28.19万 | 0.03% | 1,296 | 51 | 4.1% | $1.11万 | 加仓 |
| EOG | EOG RES INC | $28.02万 | 0.03% | 1,938 | 17 | 0.9% | $2,458 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $27.88万 | 0.03% | 3,655 | -17,697 | -82.9% | -$135.01万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $27.64万 | 0.03% | 4,667 | 4,667 | — | $27.64万 | 新建仓 |
| LOW | LOWES COS INC | $26.91万 | 0.02% | 1,139 | -19 | -1.6% | -$4,489 | 减仓 |
| MCD | MCDONALDS CORP | $25.97万 | 0.02% | 836 | 29 | 3.6% | $9,009 | 加仓 |
| CAT | CATERPILLAR INC | $25.65万 | 0.02% | 362 | 362 | — | $25.65万 | 新建仓 |
| GTOP | GOLDMAN SACHS ETF TR | $24.94万 | 0.02% | 6,889 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $24.63万 | 0.02% | 1,536 | 15 | 1.0% | $2,405 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.58万 | 0.02% | 2,172 | -121 | -5.3% | -$1.37万 | 减仓 |
| ORCL | ORACLE CORP | $23.66万 | 0.02% | 1,608 | 24 | 1.5% | $3,531 | 加仓 |
| NFLX | NETFLIX INC. | $23.51万 | 0.02% | 2,445 | 131 | 5.7% | $1.26万 | 加仓 |
| IGV | ISHARES TR | $22.08万 | 0.02% | 2,758 | 2,758 | — | $22.08万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $21.37万 | 0.02% | 2,150 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $20.74万 | 0.02% | 580 | 0 | 0.0% | — | 重新持有 |
| BITQ | BITWISE FUNDS TRUST | $20.72万 | 0.02% | 10,986 | 320 | 3.0% | $6,035 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $14.03万 | 0.01% | 25,363 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $2.94万 | 0.00% | 64,118 | 0 | 0.0% | — | 不变 |
| — | SACHEM CAP CORP | $2.36万 | 0.00% | 23,346 | 0 | 0.0% | — | 不变 |
| 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 |