AAF Wealth Management, LLC
WESTBOROUGH MA · SEC CIK 0001726609
$2.44亿2026Q1 申报市值
54持仓数
87.0%前十大占比 · 第一大 23.1%
6 / 2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
GLD 加仓+$985.49万
ESGV 新建仓+$76.32万
IVV 加仓+$56.44万
QQQM 加仓+$41.96万
GLW 新建仓+$28.81万
2026Q1 卖出最多 按季末市值估算
USMV 清仓-$99.47万
IDEV 减仓-$79.73万
IEFA 减仓-$35.84万
V 清仓-$20.06万
AAPL 减仓-$17.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,643.21万 | 23.15% | 86,392 | 864 | 1.0% | $56.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,613.52万 | 14.82% | 184,175 | -280 | -0.2% | -$5.49万 | 减仓 |
| IDEV | ISHARES TR | $3,427.39万 | 14.06% | 410,122 | -9,540 | -2.3% | -$79.73万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,533.66万 | 10.39% | 106,626 | 1,766 | 1.7% | $41.96万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,276.28万 | 9.34% | 241,541 | 843 | 0.4% | $7.94万 | 加仓 |
| IJH | ISHARES TR | $1,300.08万 | 5.33% | 192,519 | 1,270 | 0.7% | $8.58万 | 加仓 |
| GLD | SPDR GOLD TR | $1,016.43万 | 4.17% | 23,622 | 22,903 | 3,185.4% | $985.49万 | 加仓 |
| AAPL | APPLE INC | $518.56万 | 2.13% | 20,432 | -706 | -3.3% | -$17.92万 | 减仓 |
| IEFA | ISHARES TR | $474.20万 | 1.95% | 52,380 | -3,959 | -7.0% | -$35.84万 | 减仓 |
| GOOG | ALPHABET INC | $409.96万 | 1.68% | 14,291 | -380 | -2.6% | -$10.90万 | 减仓 |
| VO | VANGUARD INDEX FDS | $253.27万 | 1.04% | 8,819 | -144 | -1.6% | -$4.14万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $193.65万 | 0.79% | 53,392 | -1,016 | -1.9% | -$3.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $160.18万 | 0.66% | 2,463 | -22 | -0.9% | -$1.43万 | 减仓 |
| IWF | ISHARES TR | $151.52万 | 0.62% | 3,553 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $150.68万 | 0.62% | 67,731 | -7,950 | -10.5% | -$17.69万 | 减仓 |
| META | META PLATFORMS INC | $147.92万 | 0.61% | 2,585 | 93 | 3.7% | $5.32万 | 加仓 |
| IJR | ISHARES TR | $138.23万 | 0.57% | 11,120 | -117 | -1.0% | -$1.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $137.98万 | 0.57% | 3,728 | 113 | 3.1% | $4.18万 | 加仓 |
| GOOGL | ALPHABET INC | $137.94万 | 0.57% | 4,797 | 7 | 0.1% | $2,013 | 加仓 |
| AMZN | AMAZON COM INC | $101.53万 | 0.42% | 4,875 | -79 | -1.6% | -$1.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $100.68万 | 0.41% | 5,773 | 1,047 | 22.2% | $18.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $95.23万 | 0.39% | 2,180 | -75 | -3.3% | -$3.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.71万 | 0.37% | 1,872 | 87 | 4.9% | $4.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.74万 | 0.33% | 2,389 | 73 | 3.2% | $2.47万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $76.32万 | 0.31% | 6,797 | 6,797 | — | $76.32万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.29% | 1 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $71.45万 | 0.29% | 1,238 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $66.95万 | 0.27% | 3,133 | -178 | -5.4% | -$3.80万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $66.41万 | 0.27% | 13,022 | 96 | 0.7% | $4,896 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $66.26万 | 0.27% | 26,770 | -1,935 | -6.7% | -$4.79万 | 减仓 |
| IWM | ISHARES TR | $65.56万 | 0.27% | 2,644 | -25 | -0.9% | -$6,199 | 减仓 |
| IWB | ISHARES TR | $60.04万 | 0.25% | 1,684 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $58.60万 | 0.24% | 6,027 | -6 | -0.1% | -$583 | 减仓 |
| VOO | VANGUARD INDEX FDS | $50.81万 | 0.21% | 850 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $45.60万 | 0.19% | 5,263 | -560 | -9.6% | -$4.85万 | 减仓 |
| AVGO | BROADCOM INC | $45.24万 | 0.19% | 1,462 | 790 | 117.6% | $24.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.80万 | 0.18% | 1,833 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $38.72万 | 0.16% | 1,207 | -45 | -3.6% | -$1.44万 | 减仓 |
| IEMG | ISHARES INC | $37.95万 | 0.16% | 5,441 | -290 | -5.1% | -$2.02万 | 减仓 |
| RTX | RTX CORPORATION | $35.95万 | 0.15% | 1,864 | -23 | -1.2% | -$4,436 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $32.28万 | 0.13% | 8,033 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $28.81万 | 0.12% | 2,119 | 2,119 | — | $28.81万 | 新建仓 |
| ESML | ISHARES TR | $27.36万 | 0.11% | 5,819 | 5,819 | — | $27.36万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.16万 | 0.11% | 4,840 | -120 | -2.4% | -$6,486 | 减仓 |
| — | EXXON MOBIL CORP | $25.37万 | 0.10% | 1,495 | 1,495 | — | $25.37万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $24.70万 | 0.10% | 3,203 | 3,203 | — | $24.70万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.58万 | 0.10% | 1,539 | -316 | -17.0% | -$5.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $23.85万 | 0.10% | 911 | -23 | -2.5% | -$6,021 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.59万 | 0.10% | 789 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $23.36万 | 0.10% | 963 | -146 | -13.2% | -$3.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $21.51万 | 0.09% | 1,489 | -146 | -8.9% | -$2.11万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $21.17万 | 0.09% | 2,505 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $20.40万 | 0.08% | 693 | 693 | — | $20.40万 | 新建仓 |
| — | ACRIVON THERAPEUTICS INC | $1.48万 | 0.01% | 10,678 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -10,564 | -100.0% | -$99.47万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -572 | -100.0% | -$20.06万 | 清仓 |