Blankinship & Foster, LLC
Solana Beach CA · SEC CIK 0001708872
$4.52亿2026Q1 申报市值
75持仓数
80.9%前十大占比 · 第一大 26.2%
0 / 5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
AAPL 加仓+$270.34万
VEU 加仓+$134.98万
VO 加仓+$49.28万
VDC 加仓+$35.37万
VWO 加仓+$33.28万
2026Q1 卖出最多 按季末市值估算
DBEF 减仓-$146.04万
DFAU 减仓-$144.71万
HEFA 减仓-$90.18万
VTI 减仓-$82.80万
VUG 减仓-$81.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $1.18亿 | 26.16% | 2,622,490 | -32,072 | -1.2% | -$144.71万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,995.76万 | 11.05% | 665,214 | 17,974 | 2.8% | $134.98万 | 加仓 |
| HEFA | ISHARES TR | $3,353.30万 | 7.41% | 789,104 | -21,222 | -2.6% | -$90.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,219.97万 | 7.12% | 112,124 | 1,716 | 1.6% | $49.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,149.04万 | 6.96% | 98,159 | -2,581 | -2.6% | -$82.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,912.13万 | 6.44% | 66,671 | -1,864 | -2.7% | -$81.42万 | 减仓 |
| DBEF | DBX ETF TR | $2,576.76万 | 5.70% | 521,611 | -29,563 | -5.4% | -$146.04万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,842.08万 | 4.07% | 82,020 | 1,575 | 2.0% | $35.37万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,702.75万 | 3.76% | 315,032 | 6,158 | 2.0% | $33.28万 | 加仓 |
| AGG | ISHARES TR | $1,002.94万 | 2.22% | 101,032 | 413 | 0.4% | $4.10万 | 加仓 |
| EFA | ISHARES TR | $883.93万 | 1.95% | 91,005 | -634 | -0.7% | -$6.16万 | 减仓 |
| MBB | ISHARES TR | $783.59万 | 1.73% | 82,527 | 825 | 1.0% | $7.83万 | 加仓 |
| AAPL | APPLE INC | $742.63万 | 1.64% | 29,261 | 10,652 | 57.2% | $270.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $471.75万 | 1.04% | 7,254 | -308 | -4.1% | -$20.03万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.79% | 5 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $342.68万 | 0.76% | 7,151 | -2 | -0.0% | -$958 | 减仓 |
| ABBV | ABBVIE INC | $334.89万 | 0.74% | 15,398 | -114 | -0.7% | -$2.48万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $311.54万 | 0.69% | 100,627 | -1,258 | -1.2% | -$3.89万 | 减仓 |
| VV | VANGUARD INDEX FDS | $259.72万 | 0.57% | 8,691 | -311 | -3.5% | -$9.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $254.29万 | 0.56% | 17,170 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $251.29万 | 0.56% | 8,760 | -2 | -0.0% | -$574 | 减仓 |
| IWF | ISHARES TR | $238.30万 | 0.53% | 5,589 | 24 | 0.4% | $1.02万 | 加仓 |
| GOOGL | ALPHABET INC | $223.15万 | 0.49% | 7,760 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $210.73万 | 0.47% | 63,954 | -149 | -0.2% | -$4,910 | 减仓 |
| IJH | ISHARES TR | $170.90万 | 0.38% | 25,307 | -469 | -1.8% | -$3.17万 | 减仓 |
| QCOM | QUALCOMM INC | $169.29万 | 0.37% | 13,146 | 330 | 2.6% | $4.25万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $138.88万 | 0.31% | 18,010 | 1 | 0.0% | $77 | 加仓 |
| IEMG | ISHARES INC | $138.72万 | 0.31% | 19,888 | 160 | 0.8% | $1.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $123.69万 | 0.27% | 12,047 | -7 | -0.1% | -$719 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.67万 | 0.25% | 4,650 | -100 | -2.1% | -$2.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $110.21万 | 0.24% | 2,977 | -31 | -1.0% | -$1.15万 | 减仓 |
| IVW | ISHARES TR | $104.20万 | 0.23% | 9,212 | -1,010 | -9.9% | -$11.42万 | 减仓 |
| CAT | CATERPILLAR INC | $101.03万 | 0.22% | 1,426 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $95.64万 | 0.21% | 25,558 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $91.77万 | 0.20% | 21,689 | 162 | 0.8% | $6,854 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $81.39万 | 0.18% | 16,313 | -8,268 | -33.6% | -$41.25万 | 减仓 |
| IVE | ISHARES TR | $80.74万 | 0.18% | 3,824 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $76.81万 | 0.17% | 4,527 | -330 | -6.8% | -$5.60万 | 减仓 |
| AMZN | AMAZON COM INC | $73.50万 | 0.16% | 3,529 | 997 | 39.4% | $20.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $66.39万 | 0.15% | 3,807 | 860 | 29.2% | $15.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.87万 | 0.14% | 651 | -15 | -2.3% | -$1.49万 | 减仓 |
| IVV | ISHARES TR | $62.35万 | 0.14% | 955 | -197 | -17.1% | -$12.86万 | 减仓 |
| IWB | ISHARES TR | $58.71万 | 0.13% | 1,647 | -436 | -20.9% | -$15.54万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $54.73万 | 0.12% | 1,397 | -1,177 | -45.7% | -$46.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $51.91万 | 0.11% | 20,680 | 4 | 0.0% | $100 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $50.41万 | 0.11% | 15,035 | -2 | -0.0% | -$67 | 减仓 |
| IYK | ISHARES TR | $48.36万 | 0.11% | 6,905 | 24 | 0.3% | $1,681 | 加仓 |
| STIP | ISHARES TR | $47.58万 | 0.11% | 4,600 | 1,720 | 59.7% | $17.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.45万 | 0.10% | 2,206 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $40.74万 | 0.09% | 4,458 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $39.08万 | 0.09% | 683 | -3 | -0.4% | -$1,716 | 减仓 |
| VHT | VANGUARD WORLD FD | $38.48万 | 0.09% | 1,413 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $33.97万 | 0.08% | 5,809 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $33.60万 | 0.07% | 1,355 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $33.23万 | 0.07% | 2,010 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.32万 | 0.07% | 11,148 | -5 | -0.0% | -$145 | 减仓 |
| WMT | WALMART INC | $31.54万 | 0.07% | 2,538 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.52万 | 0.07% | 1,300 | -2 | -0.2% | -$485 | 减仓 |
| VOD | VODAFONE GROUP PLC | $31.41万 | 0.07% | 20,912 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $30.48万 | 0.07% | 10,855 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.03万 | 0.06% | 4,399 | -2 | -0.0% | -$132 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.37万 | 0.06% | 5,651 | -150 | -2.6% | -$7,530 | 减仓 |
| IJJ | ISHARES TR | $28.13万 | 0.06% | 2,123 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.50万 | 0.06% | 1,329 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $27.09万 | 0.06% | 2,038 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $26.67万 | 0.06% | 4,832 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $26.35万 | 0.06% | 1,324 | -200 | -13.1% | -$3.98万 | 减仓 |
| AWR | AMER STATES WTR CO | $26.19万 | 0.06% | 3,463 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $24.23万 | 0.05% | 12,777 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $23.33万 | 0.05% | 1,504 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.39万 | 0.05% | 1,141 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $21.89万 | 0.05% | 1,847 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $21.82万 | 0.05% | 1,151 | 1 | 0.1% | $190 | 加仓 |
| — | MODIV INDUSTRIAL INC | $21.79万 | 0.05% | 15,217 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.85万 | 0.05% | 1,532 | -7 | -0.5% | -$953 | 重新持有 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -6,666 | -100.0% | -$49.00万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,000 | -100.0% | -$34.87万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,676 | -100.0% | -$25.83万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -3,817 | -100.0% | -$23.65万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,645 | -100.0% | -$20.86万 | 清仓 |