Brickley Wealth Management
SAN MATEO CA · SEC CIK 0001712533
$5.83亿2026Q1 申报市值
60持仓数
85.5%前十大占比 · 第一大 21.7%
5 / 0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
VTV 加仓+$52.07万
IEFA 加仓+$48.50万
VXUS 新建仓+$26.39万
VEA 新建仓+$24.79万
VGIT 加仓+$24.25万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$146.37万
AAPL 减仓-$140.73万
AVDV 减仓-$18.97万
IWF 减仓-$18.63万
SCHF 减仓-$9.92万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $1.26亿 | 21.67% | 644,008 | 2,654 | 0.4% | $52.07万 | 加仓 |
| AAPL | APPLE INC | $9,709.88万 | 16.65% | 382,595 | -5,545 | -1.4% | -$140.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6,021.02万 | 10.33% | 137,847 | -3,351 | -2.4% | -$146.37万 | 减仓 |
| IEFA | ISHARES TR | $5,555.03万 | 9.53% | 613,612 | 5,357 | 0.9% | $48.50万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,506.38万 | 7.73% | 451,270 | -1,900 | -0.4% | -$18.97万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,047.30万 | 5.23% | 100,821 | 50 | 0.0% | $1.51万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,711.87万 | 4.65% | 124,827 | 285 | 0.2% | $6.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,267.28万 | 3.89% | 34,863 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $2,040.39万 | 3.50% | 408,487 | 3,524 | 0.9% | $17.60万 | 加仓 |
| EFA | ISHARES TR | $1,368.20万 | 2.35% | 140,863 | -529 | -0.4% | -$5.14万 | 减仓 |
| IWF | ISHARES TR | $1,134.74万 | 1.95% | 26,612 | -437 | -1.6% | -$18.63万 | 减仓 |
| USMV | ISHARES TR | $988.68万 | 1.70% | 106,608 | 109 | 0.1% | $1.01万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $943.85万 | 1.62% | 158,497 | 4,073 | 2.6% | $24.25万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $855.28万 | 1.47% | 46,412 | -255 | -0.5% | -$4.70万 | 减仓 |
| MTUM | ISHARES TR | $754.97万 | 1.29% | 31,458 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $554.75万 | 0.95% | 127,187 | 85 | 0.1% | $3,707 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $316.96万 | 0.54% | 58,642 | 262 | 0.4% | $1.42万 | 加仓 |
| EFAV | ISHARES TR | $285.72万 | 0.49% | 31,271 | 269 | 0.9% | $2.46万 | 加仓 |
| IMTM | ISHARES TR | $195.02万 | 0.33% | 40,613 | 1 | 0.0% | $48 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $174.19万 | 0.30% | 70,380 | -4,010 | -5.4% | -$9.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $134.77万 | 0.23% | 4,201 | 39 | 0.9% | $1.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $130.17万 | 0.22% | 7,464 | 121 | 1.6% | $2.11万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $128.26万 | 0.22% | 9,273 | 554 | 6.4% | $7.66万 | 加仓 |
| IUSV | ISHARES TR | $120.72万 | 0.21% | 11,806 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $116.85万 | 0.20% | 10,408 | -462 | -4.3% | -$5.19万 | 减仓 |
| IWP | ISHARES TR | $106.72万 | 0.18% | 8,330 | -61 | -0.7% | -$7,815 | 减仓 |
| ILMN | ILLUMINA INC | $97.18万 | 0.17% | 7,884 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $90.52万 | 0.16% | 8,992 | 2,231 | 33.0% | $22.46万 | 加仓 |
| META | META PLATFORMS INC | $87.76万 | 0.15% | 1,534 | 39 | 2.6% | $2.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $87.10万 | 0.15% | 2,353 | -87 | -3.6% | -$3.22万 | 减仓 |
| IEF | ISHARES TR | $64.55万 | 0.11% | 6,763 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $62.50万 | 0.11% | 2,925 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $62.11万 | 0.11% | 2,982 | 73 | 2.5% | $1.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.85万 | 0.10% | 1,228 | 27 | 2.2% | $1.29万 | 加仓 |
| IVV | ISHARES TR | $54.41万 | 0.09% | 833 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $50.10万 | 0.09% | 6,984 | -396 | -5.4% | -$2.84万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.21万 | 0.08% | 15,805 | -18 | -0.1% | -$549 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.20万 | 0.08% | 1,972 | 581 | 41.8% | $14.20万 | 加仓 |
| SCZ | ISHARES TR | $48.17万 | 0.08% | 6,143 | -131 | -2.1% | -$1.03万 | 减仓 |
| GOOG | ALPHABET INC | $47.22万 | 0.08% | 1,646 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $45.47万 | 0.08% | 15,610 | 305 | 2.0% | $8,885 | 加仓 |
| SHY | ISHARES TR | $45.47万 | 0.08% | 5,507 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $44.32万 | 0.08% | 4,012 | -338 | -7.8% | -$3.73万 | 减仓 |
| KLAC | KLA CORP | $41.23万 | 0.07% | 280 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $40.82万 | 0.07% | 1,319 | 5 | 0.4% | $1,548 | 加仓 |
| AGG | ISHARES TR | $37.40万 | 0.06% | 3,767 | -154 | -3.9% | -$1.53万 | 减仓 |
| GOOGL | ALPHABET INC | $33.13万 | 0.06% | 1,152 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.17万 | 0.05% | 731 | -38 | -4.9% | -$1.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.39万 | 0.05% | 3,422 | 3,422 | — | $26.39万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.44万 | 0.04% | 865 | -153 | -15.0% | -$4.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.79万 | 0.04% | 3,868 | 3,868 | — | $24.79万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $24.18万 | 0.04% | 400 | 400 | — | $24.18万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $23.93万 | 0.04% | 2,968 | -424 | -12.5% | -$3.42万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.46万 | 0.04% | 4,008 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.30万 | 0.04% | 1,875 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $22.51万 | 0.04% | 4,816 | -95 | -1.9% | -$4,440 | 减仓 |
| LLY | ELI LILLY & CO | $22.44万 | 0.04% | 244 | 4 | 1.7% | $3,679 | 加仓 |
| — | EXXON MOBIL CORP | $22.19万 | 0.04% | 1,308 | 1,308 | — | $22.19万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.47万 | 0.04% | 372 | 372 | — | $21.47万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.86万 | 0.04% | 2,352 | -286 | -10.8% | -$2.54万 | 减仓 |