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 |
|---|---|---|---|---|---|---|---|---|
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $85.03万 | 0.20% | 40,801 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $85.40万 | 0.20% | 2,856 | 137 | 5.0% | $4.10万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $85.56万 | 0.20% | 10,982 | 88 | 0.8% | $6,856 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $86.48万 | 0.20% | 34,329 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $86.98万 | 0.20% | 2,535 | -94 | -3.6% | -$3.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $87.89万 | 0.20% | 1,725 | -8 | -0.5% | -$4,076 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $89.76万 | 0.21% | 959 | 18 | 1.9% | $1.68万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $90.97万 | 0.21% | 6,134 | -195 | -3.1% | -$2.89万 | 减仓 |
| QCOM | QUALCOMM INC COM | $92.00万 | 0.21% | 4,978 | -119 | -2.3% | -$2.20万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $94.48万 | 0.22% | 39,899 | 18 | 0.0% | $426 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $94.51万 | 0.22% | 11,377 | 322 | 2.9% | $2.67万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $98.04万 | 0.23% | 2,775 | -44 | -1.6% | -$1.55万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $99.82万 | 0.23% | 1,356 | -30 | -2.2% | -$2.21万 | 减仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $104.50万 | 0.24% | 15,216 | -269 | -1.7% | -$1.85万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $110.74万 | 0.26% | 4,680 | -246 | -5.0% | -$5.82万 | 减仓 |
| INTC | INTEL CORP COM | $110.83万 | 0.26% | 7,938 | -1,363 | -14.7% | -$19.03万 | 减仓 |
| CAT | CATERPILLAR INC COM | $111.16万 | 0.26% | 1,044 | -12 | -1.1% | -$1.28万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $111.31万 | 0.26% | 19,534 | -2,163 | -10.0% | -$12.33万 | 减仓 |
| AMGN | AMGEN INC COM | $112.15万 | 0.26% | 3,097 | 1 | 0.0% | $362 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $115.39万 | 0.27% | 26,013 | 489 | 1.9% | $2.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $121.55万 | 0.28% | 1,053 | -16 | -1.5% | -$1.85万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $126.08万 | 0.29% | 23,579 | -320 | -1.3% | -$1.71万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $131.04万 | 0.30% | 37,645 | -1,503 | -3.8% | -$5.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $135.23万 | 0.31% | 5,325 | -64 | -1.2% | -$1.63万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $143.75万 | 0.33% | 39,787 | -4,694 | -10.6% | -$16.96万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $152.20万 | 0.35% | 4,113 | 18 | 0.4% | $6,661 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $152.56万 | 0.35% | 15,154 | 5,294 | 53.7% | $53.29万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $153.86万 | 0.36% | 9,282 | 40 | 0.4% | $6,631 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $158.03万 | 0.37% | 12,667 | -314 | -2.4% | -$3.92万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $167.77万 | 0.39% | 5,584 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $170.28万 | 0.39% | 20,332 | -507 | -2.4% | -$4.25万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $184.68万 | 0.43% | 19,152 | 21 | 0.1% | $2,025 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $193.01万 | 0.45% | 13,347 | -48 | -0.4% | -$6,941 | 减仓 |
| WPC | WP CAREY INC COM | $198.70万 | 0.46% | 27,790 | -135 | -0.5% | -$9,653 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $202.54万 | 0.47% | 69,938 | 388 | 0.6% | $1.12万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $202.89万 | 0.47% | 25,547 | -336 | -1.3% | -$2.67万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $214.30万 | 0.50% | 20,796 | -693 | -3.2% | -$7.14万 | 减仓 |
| AVMC | AVANTIS U.S. MID CAP EQUITY ETF | $216.73万 | 0.50% | 27,007 | 4,231 | 18.6% | $33.95万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $228.01万 | 0.53% | 56,704 | -2,044 | -3.5% | -$8.22万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $230.72万 | 0.53% | 9,495 | -383 | -3.9% | -$9.31万 | 减仓 |
| AMZN | AMAZON COM INC COM | $234.65万 | 0.54% | 9,845 | -132 | -1.3% | -$3.15万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $250.32万 | 0.58% | 11,486 | 219 | 1.9% | $4.77万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $261.72万 | 0.61% | 26,335 | 4,242 | 19.2% | $42.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $276.86万 | 0.64% | 4,766 | -144 | -2.9% | -$8.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $285.30万 | 0.66% | 5,974 | 106 | 1.8% | $5.06万 | 加仓 |
| CSCO | CISCO SYS INC COM | $286.69万 | 0.66% | 24,408 | 100 | 0.4% | $1.17万 | 加仓 |
| META | META PLATFORMS INC CL A | $348.98万 | 0.81% | 6,195 | -198 | -3.1% | -$11.15万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $350.10万 | 0.81% | 40,643 | -2,803 | -6.5% | -$24.15万 | 减仓 |
| GLD | SPDR GOLD SHARES | $362.71万 | 0.84% | 9,846 | 400 | 4.2% | $14.74万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $368.15万 | 0.85% | 91,739 | 444 | 0.5% | $1.78万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $386.81万 | 0.90% | 86,245 | 4,216 | 5.1% | $18.91万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $387.70万 | 0.90% | 12,790 | -150 | -1.2% | -$4.55万 | 减仓 |
| AVGO | BROADCOM INC COM | $407.99万 | 0.94% | 10,801 | -330 | -3.0% | -$12.47万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $414.37万 | 0.96% | 40,505 | 2,652 | 7.0% | $27.13万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $443.47万 | 1.03% | 55,041 | -2,219 | -3.9% | -$17.88万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $461.18万 | 1.07% | 87,994 | 2,432 | 2.8% | $12.75万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $468.51万 | 1.09% | 147,747 | -1,256 | -0.8% | -$3.98万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $480.57万 | 1.11% | 56,214 | 323 | 0.6% | $2.76万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $482.10万 | 1.12% | 7,019 | -8 | -0.1% | -$5,495 | 减仓 |
| MSFT | MICROSOFT CORP COM | $510.83万 | 1.18% | 13,695 | -321 | -2.3% | -$11.97万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $529.28万 | 1.23% | 133,859 | 5,203 | 4.0% | $20.57万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $541.66万 | 1.25% | 147,029 | 3,131 | 2.2% | $11.53万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $549.88万 | 1.27% | 108,737 | 4,481 | 4.3% | $22.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $553.03万 | 1.28% | 11,052 | 1,311 | 13.5% | $65.60万 | 加仓 |
| TSLA | TESLA INC COM | $554.01万 | 1.28% | 13,172 | -430 | -3.2% | -$18.09万 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $573.50万 | 1.33% | 219,228 | 5,031 | 2.3% | $13.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $646.44万 | 1.50% | 32,307 | -200 | -0.6% | -$4.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $677.05万 | 1.57% | 15,624 | -4,983 | -24.2% | -$215.93万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $686.57万 | 1.59% | 124,809 | -1,110 | -0.9% | -$6.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $742.73万 | 1.72% | 22,691 | 19 | 0.1% | $6,219 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $764.65万 | 1.77% | 259,820 | -1,352 | -0.5% | -$3.98万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $813.78万 | 1.88% | 209,792 | 6,198 | 3.0% | $24.04万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $814.26万 | 1.89% | 114,282 | -679 | -0.6% | -$4.84万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $852.81万 | 1.98% | 169,781 | 7,901 | 4.9% | $39.69万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $853.79万 | 1.98% | 24,826 | -387 | -1.5% | -$13.31万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $902.85万 | 2.09% | 222,157 | -7,323 | -3.2% | -$29.76万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $935.93万 | 2.17% | 26,189 | 1,116 | 4.5% | $39.88万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $941.01万 | 2.18% | 134,622 | -3,918 | -2.8% | -$27.39万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,107.86万 | 2.57% | 300,477 | -9,213 | -3.0% | -$33.97万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,176.11万 | 2.72% | 424,587 | -10,561 | -2.4% | -$29.25万 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $1,228.05万 | 2.84% | 257,184 | 23,489 | 10.1% | $112.16万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $1,278.90万 | 2.96% | 234,833 | 17,831 | 8.2% | $97.11万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,423.09万 | 3.30% | 180,069 | 3,888 | 2.2% | $30.73万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,559.38万 | 3.61% | 309,462 | -5,606 | -1.8% | -$28.25万 | 减仓 |
| AAPL | APPLE INC COM | $2,056.57万 | 4.76% | 71,073 | -529 | -0.7% | -$15.31万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3,921.95万 | 9.08% | 52,370 | -520 | -1.0% | -$38.94万 | 减仓 |