Gradient Capital Advisors, LLC
SAN DIEGO CA · SEC CIK 0001727917
$3.86亿2026Q1 申报市值
177持仓数
36.6%前十大占比 · 第一大 9.0%
5 / 3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
EMXC 新建仓+$297.75万
DFGP 加仓+$284.34万
IVV 加仓+$48.73万
DFSD 加仓+$44.23万
EWJV 新建仓+$44.12万
2026Q1 卖出最多 按季末市值估算
BILS 减仓-$66.76万
VUG 减仓-$66.13万
TSLA 减仓-$60.56万
JPST 减仓-$35.80万
SCHF 减仓-$32.67万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | -238 | -100.0% | -$25.58万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -425 | -100.0% | -$24.07万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -659 | -100.0% | -$23.06万 | 清仓 |
| URG | UR-ENERGY INC COM | $1.49万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MINDWALK HOLDINGS CORP COM | $3.00万 | 0.01% | 26,551 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC COM | $11.47万 | 0.03% | 10,004 | -4,998 | -33.3% | -$5.73万 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $20.32万 | 0.05% | 4,295 | -614 | -12.5% | -$2.90万 | 减仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $20.46万 | 0.05% | 9,381 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $20.49万 | 0.05% | 2,477 | 2,477 | — | $20.49万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $20.87万 | 0.05% | 638 | -40 | -5.9% | -$1.31万 | 减仓 |
| SO | SOUTHERN CO COM | $20.89万 | 0.05% | 2,164 | -16 | -0.7% | -$1,544 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $21.06万 | 0.05% | 696 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $21.24万 | 0.06% | 1,325 | -62 | -4.5% | -$9,940 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $21.45万 | 0.06% | 463 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $21.55万 | 0.06% | 6,382 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $22.04万 | 0.06% | 4,141 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $22.66万 | 0.06% | 5,023 | 402 | 8.7% | $1.81万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $22.84万 | 0.06% | 2,070 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $23.59万 | 0.06% | 1,264 | -15 | -1.2% | -$2,799 | 减仓 |
| YUM | YUM BRANDS INC COM | $23.71万 | 0.06% | 1,525 | -2 | -0.1% | -$311 | 减仓 |
| TJX | TJX COS INC NEW COM | $23.91万 | 0.06% | 1,497 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $23.97万 | 0.06% | 3,680 | 358 | 10.8% | $2.33万 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $24.10万 | 0.06% | 1,510 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $24.11万 | 0.06% | 2,558 | -336 | -11.6% | -$3.17万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $24.14万 | 0.06% | 9,532 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $24.17万 | 0.06% | 1,219 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $24.23万 | 0.06% | 1,256 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $24.77万 | 0.06% | 1,693 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $24.83万 | 0.06% | 1,868 | -270 | -12.6% | -$3.59万 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $25.50万 | 0.07% | 4,120 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $25.73万 | 0.07% | 1,781 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $26.13万 | 0.07% | 10,460 | 106 | 1.0% | $2,648 | 加仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $26.85万 | 0.07% | 5,386 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $26.86万 | 0.07% | 4,961 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $27.44万 | 0.07% | 4,575 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $27.60万 | 0.07% | 11,373 | -4,576 | -28.7% | -$11.11万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $27.97万 | 0.07% | 6,096 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $27.99万 | 0.07% | 819 | -13 | -1.6% | -$4,443 | 减仓 |
| DIS | DISNEY WALT CO COM | $28.57万 | 0.07% | 2,964 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $29.08万 | 0.08% | 10,356 | 22 | 0.2% | $618 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $29.67万 | 0.08% | 384 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $29.84万 | 0.08% | 12,312 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $30.02万 | 0.08% | 25,764 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $30.52万 | 0.08% | 361 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $30.59万 | 0.08% | 1,096 | -226 | -17.1% | -$6.31万 | 减仓 |
| ABBV | ABBVIE INC COM | $30.66万 | 0.08% | 1,410 | 2 | 0.1% | $435 | 加仓 |
| ORCL | ORACLE CORP COM | $30.74万 | 0.08% | 2,089 | 105 | 5.3% | $1.54万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $31.37万 | 0.08% | 3,892 | 239 | 6.5% | $1.93万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $31.56万 | 0.08% | 13,020 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $31.93万 | 0.08% | 1,760 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $33.90万 | 0.09% | 5,534 | -161 | -2.8% | -$9,863 | 减仓 |
| WMT | WALMART INC COM | $33.99万 | 0.09% | 2,735 | -68 | -2.4% | -$8,452 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $34.04万 | 0.09% | 6,895 | -667 | -8.8% | -$3.29万 | 减仓 |
| FDX | FEDEX CORP COM | $34.37万 | 0.09% | 965 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $34.74万 | 0.09% | 1,745 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $35.41万 | 0.09% | 3,271 | -713 | -17.9% | -$7.72万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $35.52万 | 0.09% | 3,964 | 6 | 0.2% | $538 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $36.12万 | 0.09% | 1,069 | 1,069 | — | $36.12万 | 新建仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $36.49万 | 0.09% | 4,615 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $36.87万 | 0.10% | 5,460 | -145 | -2.6% | -$9,791 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $37.14万 | 0.10% | 7,360 | 7,360 | — | $37.14万 | 新建仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $38.04万 | 0.10% | 5,364 | 262 | 5.1% | $1.86万 | 加仓 |
| INTU | INTUIT COM | $40.29万 | 0.10% | 932 | -394 | -29.7% | -$17.03万 | 减仓 |
| INTC | INTEL CORP COM | $41.04万 | 0.11% | 9,301 | 20 | 0.2% | $883 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $41.14万 | 0.11% | 19,704 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $41.58万 | 0.11% | 4,815 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $42.22万 | 0.11% | 16,333 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $42.25万 | 0.11% | 439 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $43.50万 | 0.11% | 5,947 | -105 | -1.7% | -$7,680 | 减仓 |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $44.12万 | 0.11% | 10,341 | 10,341 | — | $44.12万 | 新建仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $46.87万 | 0.12% | 17,986 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $47.45万 | 0.12% | 4,885 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $47.45万 | 0.12% | 14,400 | -132 | -0.9% | -$4,350 | 减仓 |
| WFC | WELLS FARGO & CO COM | $48.02万 | 0.12% | 6,031 | 15 | 0.2% | $1,194 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $48.91万 | 0.13% | 2,018 | 3 | 0.1% | $727 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $49.05万 | 0.13% | 21,086 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $49.41万 | 0.13% | 4,977 | -42 | -0.8% | -$4,169 | 减仓 |
| BX | BLACKSTONE INC COM | $50.48万 | 0.13% | 4,390 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $51.59万 | 0.13% | 10,120 | -157 | -1.5% | -$8,004 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $53.17万 | 0.14% | 818 | -131 | -13.8% | -$8.51万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $53.27万 | 0.14% | 2,523 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $53.92万 | 0.14% | 4,948 | 8 | 0.2% | $872 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $54.14万 | 0.14% | 10,875 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $55.09万 | 0.14% | 20,703 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $57.68万 | 0.15% | 6,372 | -173 | -2.6% | -$1.57万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $58.43万 | 0.15% | 19,432 | 7 | 0.0% | $210 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $60.54万 | 0.16% | 5,352 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $60.77万 | 0.16% | 15,599 | -172 | -1.1% | -$6,701 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $61.78万 | 0.16% | 11,431 | -2,049 | -15.2% | -$11.07万 | 减仓 |
| — | EXXON MOBIL CORP COM | $62.70万 | 0.16% | 3,696 | -25 | -0.7% | -$4,241 | 减仓 |
| NFLX | NETFLIX INC. COM | $64.47万 | 0.17% | 6,705 | 125 | 1.9% | $1.20万 | 加仓 |
| QCOM | QUALCOMM INC COM | $65.64万 | 0.17% | 5,097 | -1,438 | -22.0% | -$18.52万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $65.67万 | 0.17% | 29,999 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $69.07万 | 0.18% | 29,746 | -438 | -1.5% | -$1.02万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $74.05万 | 0.19% | 2,719 | -37 | -1.3% | -$1.01万 | 减仓 |
| CAT | CATERPILLAR INC COM | $74.80万 | 0.19% | 1,056 | -64 | -5.7% | -$4.53万 | 减仓 |
| HD | HOME DEPOT INC COM | $77.77万 | 0.20% | 2,365 | 3 | 0.1% | $986 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $78.59万 | 0.20% | 5,307 | -70 | -1.3% | -$1.04万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $78.68万 | 0.20% | 6,329 | 1 | 0.0% | $124 | 加仓 |
| V | VISA INC COM CL A | $79.47万 | 0.21% | 2,629 | 0 | 0.0% | — | 不变 |