Blankinship & Foster, LLC
Solana Beach CA · SEC CIK 0001708872
$4.95亿2026Q2 申报市值
79持仓数
81.5%前十大占比 · 第一大 26.9%
6 / 2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
VEU 加仓+$100.32万
MU 新建仓+$63.95万
INTC 新建仓+$61.20万
VB 新建仓+$21.13万
DOC 新建仓+$21.11万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$321.25万
DBEF 减仓-$209.95万
DFAU 减仓-$207.89万
VUG 减仓-$188.45万
HEFA 减仓-$96.54万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,038 | -100.0% | -$27.09万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,532 | -100.0% | -$20.85万 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $18.62万 | 0.04% | 12,777 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $20.55万 | 0.04% | 1,548 | 1,548 | — | $20.55万 | 新建仓 |
| IWR | ISHARES TR | $20.77万 | 0.04% | 1,883 | 1,883 | — | $20.77万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $21.11万 | 0.04% | 9,865 | 9,865 | — | $21.11万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.13万 | 0.04% | 697 | 697 | — | $21.13万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.03万 | 0.04% | 1,329 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.05万 | 0.05% | 11,134 | -14 | -0.1% | -$290 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.93万 | 0.05% | 5,651 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.87万 | 0.05% | 1,141 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $25.33万 | 0.05% | 4,832 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $25.47万 | 0.05% | 1,152 | 1 | 0.1% | $221 | 加仓 |
| PFE | PFIZER INC | $26.13万 | 0.05% | 10,851 | -4 | -0.0% | -$96 | 减仓 |
| — | MODIV INDUSTRIAL INC | $26.48万 | 0.05% | 15,217 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $27.66万 | 0.06% | 20,912 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.29万 | 0.06% | 1,504 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $28.62万 | 0.06% | 3,463 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $28.66万 | 0.06% | 1,324 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.75万 | 0.06% | 2,538 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $30.21万 | 0.06% | 1,847 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $31.36万 | 0.06% | 2,123 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $31.65万 | 0.06% | 4,399 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $32.62万 | 0.07% | 1,091 | -322 | -22.8% | -$9.63万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $35.88万 | 0.07% | 5,809 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $36.36万 | 0.07% | 2,010 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.60万 | 0.07% | 1,301 | 1 | 0.1% | $281 | 加仓 |
| META | META PLATFORMS INC | $38.47万 | 0.08% | 683 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $39.86万 | 0.08% | 4,544 | 86 | 1.9% | $7,543 | 加仓 |
| IWM | ISHARES TR | $40.71万 | 0.08% | 1,355 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $47.48万 | 0.10% | 4,648 | 48 | 1.0% | $4,904 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $48.07万 | 0.10% | 15,035 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $50.38万 | 0.10% | 6,934 | 29 | 0.4% | $2,107 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.55万 | 0.10% | 551 | -100 | -15.4% | -$9.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.20万 | 0.11% | 2,206 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $56.13万 | 0.11% | 750 | -205 | -21.5% | -$15.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $58.97万 | 0.12% | 2,947 | -860 | -22.6% | -$17.21万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $59.60万 | 0.12% | 20,581 | -99 | -0.5% | -$2,867 | 减仓 |
| AMZN | AMAZON COM INC | $60.28万 | 0.12% | 2,529 | -1,000 | -28.3% | -$23.83万 | 减仓 |
| INTC | INTEL CORP | $61.20万 | 0.12% | 4,383 | 4,383 | — | $61.20万 | 新建仓 |
| — | EXXON MOBIL CORP | $61.89万 | 0.12% | 4,527 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $63.95万 | 0.13% | 554 | 554 | — | $63.95万 | 新建仓 |
| IWB | ISHARES TR | $65.93万 | 0.13% | 1,610 | -37 | -2.2% | -$1.52万 | 减仓 |
| IVE | ISHARES TR | $73.09万 | 0.15% | 3,219 | -605 | -15.8% | -$13.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $82.95万 | 0.17% | 16,400 | 87 | 0.5% | $4,400 | 加仓 |
| SHYG | ISHARES TR | $93.05万 | 0.19% | 21,940 | 251 | 1.2% | $1.06万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $94.67万 | 0.19% | 981 | -416 | -29.8% | -$40.14万 | 减仓 |
| IVW | ISHARES TR | $96.98万 | 0.20% | 7,051 | -2,161 | -23.5% | -$29.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $103.61万 | 0.21% | 2,778 | -199 | -6.7% | -$7.42万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $106.37万 | 0.21% | 25,558 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $109.23万 | 0.22% | 12,037 | -10 | -0.1% | -$907 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $118.09万 | 0.24% | 4,650 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $151.85万 | 0.31% | 1,426 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $152.54万 | 0.31% | 17,843 | -167 | -0.9% | -$1.43万 | 减仓 |
| IEMG | ISHARES INC | $164.35万 | 0.33% | 19,839 | -49 | -0.2% | -$4,059 | 减仓 |
| IJH | ISHARES TR | $180.47万 | 0.36% | 23,405 | -1,902 | -7.5% | -$14.67万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $232.02万 | 0.47% | 63,987 | 33 | 0.1% | $1,197 | 加仓 |
| QCOM | QUALCOMM INC | $236.10万 | 0.48% | 12,777 | -369 | -2.8% | -$6.82万 | 减仓 |
| GOOGL | ALPHABET INC | $250.52万 | 0.51% | 7,010 | -750 | -9.7% | -$26.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $271.34万 | 0.55% | 17,170 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $277.12万 | 0.56% | 22,318 | -38 | -0.2% | -$4,718 | 减仓 |
| VV | VANGUARD INDEX FDS | $294.88万 | 0.60% | 8,574 | -117 | -1.3% | -$4.02万 | 减仓 |
| GOOG | ALPHABET INC | $309.52万 | 0.62% | 8,760 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $357.68万 | 0.72% | 7,148 | -3 | -0.0% | -$1,501 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $370.91万 | 0.75% | 100,599 | -28 | -0.0% | -$1,032 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.76% | 5 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $387.44万 | 0.78% | 15,397 | -1 | -0.0% | -$252 | 减仓 |
| AAPL | APPLE INC | $525.45万 | 1.06% | 18,159 | -11,102 | -37.9% | -$321.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $534.82万 | 1.08% | 7,162 | -92 | -1.3% | -$6.87万 | 减仓 |
| MBB | ISHARES TR | $752.21万 | 1.52% | 79,582 | -2,945 | -3.6% | -$27.84万 | 减仓 |
| EFA | ISHARES TR | $948.18万 | 1.91% | 91,276 | 271 | 0.3% | $2.82万 | 加仓 |
| AGG | ISHARES TR | $981.18万 | 1.98% | 99,129 | -1,903 | -1.9% | -$18.84万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,861.02万 | 3.76% | 82,532 | 512 | 0.6% | $11.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,861.31万 | 3.76% | 311,830 | -3,202 | -1.0% | -$19.11万 | 减仓 |
| DBEF | DBX ETF TR | $2,639.61万 | 5.33% | 483,179 | -38,432 | -7.4% | -$209.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,257.38万 | 6.57% | 378,149 | -21,877 | -5.5% | -$188.45万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,549.82万 | 7.16% | 440,589 | -7,907 | -1.8% | -$63.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,590.65万 | 7.25% | 97,034 | -1,125 | -1.1% | -$41.63万 | 减仓 |
| HEFA | ISHARES TR | $3,606.33万 | 7.28% | 768,531 | -20,573 | -2.6% | -$96.54万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,671.48万 | 11.45% | 677,192 | 11,978 | 1.8% | $100.32万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.33亿 | 26.94% | 2,582,272 | -40,218 | -1.5% | -$207.89万 | 减仓 |