Gradient Capital Advisors, LLC
SAN DIEGO CA · SEC CIK 0001727917
$4.32亿2026Q2 申报市值
179持仓数
36.2%前十大占比 · 第一大 9.1%
9 / 7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
DFSD 加仓+$112.16万
DFGP 加仓+$97.11万
BRK/B 加仓+$65.60万
SGOV 加仓+$53.29万
XOM 新建仓+$50.57万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$215.93万
EXXON MOBIL CORP 清仓-$62.70万
IVV 减仓-$38.94万
SCHM 减仓-$33.97万
CEG 清仓-$30.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,696 | -100.0% | -$62.70万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -1,096 | -100.0% | -$30.59万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -10,356 | -100.0% | -$29.08万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -1,693 | -100.0% | -$24.77万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -1,219 | -100.0% | -$24.17万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,264 | -100.0% | -$23.59万 | 清仓 |
| OFIX | ORTHOFIX MED INC COM | $0 | 0.00% | 0 | -10,004 | -100.0% | -$11.47万 | 清仓 |
| URG | UR-ENERGY INC COM | $1.36万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MINDWALK HOLDINGS CORP COM | $4.20万 | 0.01% | 26,551 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $19.41万 | 0.04% | 10,448 | 10,448 | — | $19.41万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $20.49万 | 0.05% | 2,479 | 2 | 0.1% | $165 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $20.56万 | 0.05% | 9,381 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $20.60万 | 0.05% | 733 | 733 | — | $20.60万 | 新建仓 |
| SO | SOUTHERN CO COM | $20.73万 | 0.05% | 2,166 | 2 | 0.1% | $191 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $21.03万 | 0.05% | 2,058 | 2,058 | — | $21.03万 | 新建仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $21.11万 | 0.05% | 4,478 | 183 | 4.3% | $8,628 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $22.02万 | 0.05% | 4,141 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $22.20万 | 0.05% | 350 | 350 | — | $22.20万 | 新建仓 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $22.37万 | 0.05% | 8,733 | 8,733 | — | $22.37万 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $22.65万 | 0.05% | 2,070 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $22.67万 | 0.05% | 193 | 193 | — | $22.67万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $22.68万 | 0.05% | 1,497 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $23.31万 | 0.05% | 6,382 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $23.58万 | 0.05% | 697 | 1 | 0.1% | $338 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $23.64万 | 0.05% | 638 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $23.83万 | 0.06% | 1,256 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $23.94万 | 0.06% | 384 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $24.07万 | 0.06% | 9,532 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $24.17万 | 0.06% | 4,676 | -347 | -6.9% | -$1.79万 | 减仓 |
| YUM | YUM BRANDS INC COM | $24.38万 | 0.06% | 1,525 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $24.83万 | 0.06% | 475 | 12 | 2.6% | $6,273 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $25.12万 | 0.06% | 2,558 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $26.12万 | 0.06% | 1,781 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $26.18万 | 0.06% | 10,460 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $27.12万 | 0.06% | 4,961 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $27.54万 | 0.06% | 3,680 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $27.63万 | 0.06% | 362 | 362 | — | $27.63万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $27.64万 | 0.06% | 6,096 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $27.86万 | 0.06% | 4,120 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $28.53万 | 0.07% | 2,964 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $28.84万 | 0.07% | 3,088 | -183 | -5.6% | -$1.71万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $28.86万 | 0.07% | 11,954 | 581 | 5.1% | $1.40万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $29.83万 | 0.07% | 12,312 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $30.09万 | 0.07% | 961 | -4 | -0.4% | -$1,253 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $30.21万 | 0.07% | 1,510 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $30.66万 | 0.07% | 2,092 | 3 | 0.1% | $440 | 加仓 |
| INTU | INTUIT COM | $30.68万 | 0.07% | 1,176 | 244 | 26.2% | $6.37万 | 加仓 |
| WMT | WALMART INC COM | $31.00万 | 0.07% | 2,737 | 2 | 0.1% | $227 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $31.17万 | 0.07% | 25,764 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $31.38万 | 0.07% | 6,254 | 868 | 16.1% | $4.36万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $31.53万 | 0.07% | 13,020 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $32.06万 | 0.07% | 4,575 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $33.41万 | 0.08% | 6,829 | 6,829 | — | $33.41万 | 新建仓 |
| ABBV | ABBVIE INC COM | $35.51万 | 0.08% | 1,411 | 1 | 0.1% | $252 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $35.59万 | 0.08% | 1,868 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $36.15万 | 0.08% | 3,963 | 71 | 1.8% | $6,476 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $36.50万 | 0.08% | 361 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $36.97万 | 0.09% | 6,896 | 1 | 0.0% | $54 | 加仓 |
| BA | BOEING CO COM | $38.28万 | 0.09% | 1,768 | 23 | 1.3% | $4,980 | 加仓 |
| SBUX | STARBUCKS CORP COM | $40.57万 | 0.09% | 3,970 | 6 | 0.2% | $613 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $41.35万 | 0.10% | 19,704 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $41.40万 | 0.10% | 4,560 | -55 | -1.2% | -$4,994 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $42.10万 | 0.10% | 5,460 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $42.26万 | 0.10% | 440 | 1 | 0.2% | $960 | 加仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $43.55万 | 0.10% | 16,915 | 582 | 3.6% | $1.50万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $43.86万 | 0.10% | 5,353 | -11 | -0.2% | -$901 | 减仓 |
| WFC | WELLS FARGO & CO COM | $44.11万 | 0.10% | 5,338 | -693 | -11.5% | -$5.73万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $44.39万 | 0.10% | 1,760 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $44.52万 | 0.10% | 4,774 | -41 | -0.9% | -$3,823 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $45.04万 | 0.10% | 6,014 | 67 | 1.1% | $5,018 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $45.42万 | 0.11% | 8,553 | 3,019 | 54.6% | $16.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $45.70万 | 0.11% | 1,340 | 15 | 1.1% | $5,115 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $48.84万 | 0.11% | 21,086 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $49.05万 | 0.11% | 1,744 | -274 | -13.6% | -$7.71万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $50.55万 | 0.12% | 5,107 | 130 | 2.6% | $1.29万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $50.57万 | 0.12% | 3,698 | 3,698 | — | $50.57万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $50.75万 | 0.12% | 4,885 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $50.84万 | 0.12% | 19,518 | 1,532 | 8.5% | $3.99万 | 加仓 |
| BX | BLACKSTONE INC COM | $51.66万 | 0.12% | 4,390 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $51.85万 | 0.12% | 14,300 | -100 | -0.7% | -$3,626 | 减仓 |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $52.81万 | 0.12% | 12,013 | 1,672 | 16.2% | $7.35万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $53.06万 | 0.12% | 4,864 | -84 | -1.7% | -$9,163 | 减仓 |
| NFLX | NETFLIX INC. COM | $54.09万 | 0.13% | 7,576 | 871 | 13.0% | $6.22万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $54.93万 | 0.13% | 20,727 | 24 | 0.1% | $636 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $55.38万 | 0.13% | 10,859 | 739 | 7.3% | $3.77万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $55.41万 | 0.13% | 11,131 | 256 | 2.4% | $1.27万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $56.16万 | 0.13% | 752 | -66 | -8.1% | -$4.93万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $57.29万 | 0.13% | 2,523 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $57.65万 | 0.13% | 10,796 | 3,436 | 46.7% | $18.35万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $57.96万 | 0.13% | 19,313 | -119 | -0.6% | -$3,571 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $57.98万 | 0.13% | 802 | -17 | -2.1% | -$1.23万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $60.57万 | 0.14% | 6,272 | -100 | -1.6% | -$9,658 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $64.35万 | 0.15% | 15,599 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $65.40万 | 0.15% | 29,999 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $65.74万 | 0.15% | 11,014 | -417 | -3.6% | -$2.49万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $72.47万 | 0.17% | 31,330 | 1,584 | 5.3% | $3.66万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $73.61万 | 0.17% | 5,352 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $78.02万 | 0.18% | 2,212 | -153 | -6.5% | -$5.40万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $79.87万 | 0.18% | 21,435 | -1,527 | -6.7% | -$5.69万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $83.89万 | 0.19% | 5,309 | 2 | 0.0% | $316 | 加仓 |