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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,454.85万 | 8.96% | 52,890 | 746 | 1.4% | $48.73万 | 加仓 |
| AAPL | APPLE INC COM | $1,817.18万 | 4.71% | 71,602 | -1,164 | -1.6% | -$29.54万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,438.29万 | 3.73% | 315,068 | -6,931 | -2.2% | -$31.64万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,396.59万 | 3.62% | 176,181 | 4,259 | 2.5% | $33.76万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $1,171.59万 | 3.04% | 217,002 | 52,666 | 32.0% | $284.34万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $1,118.93万 | 2.90% | 233,695 | 9,237 | 4.1% | $44.23万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,076.99万 | 2.79% | 435,148 | -13,201 | -2.9% | -$32.67万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $958.80万 | 2.49% | 309,690 | -6,291 | -2.0% | -$19.48万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $865.18万 | 2.24% | 138,540 | -2,025 | -1.4% | -$12.65万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $808.59万 | 2.10% | 161,880 | 8,497 | 5.5% | $42.44万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $792.85万 | 2.06% | 229,480 | -824 | -0.4% | -$2.85万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $753.49万 | 1.95% | 25,213 | -110 | -0.4% | -$3.29万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $736.67万 | 1.91% | 114,961 | 1,803 | 1.6% | $11.55万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $721.00万 | 1.87% | 25,073 | 965 | 4.0% | $27.75万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $713.39万 | 1.85% | 203,594 | 5,963 | 3.0% | $20.89万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $669.64万 | 1.74% | 261,172 | -4,688 | -1.8% | -$12.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $666.91万 | 1.73% | 22,672 | -452 | -2.0% | -$13.30万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $610.20万 | 1.58% | 125,919 | -4,530 | -3.5% | -$21.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $566.93万 | 1.47% | 32,507 | -107 | -0.3% | -$1.87万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $527.64万 | 1.37% | 104,256 | -7,073 | -6.4% | -$35.80万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $518.84万 | 1.34% | 14,016 | -454 | -3.1% | -$16.81万 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $506.58万 | 1.31% | 214,197 | 8,193 | 4.0% | $19.38万 | 加仓 |
| TSLA | TESLA INC COM | $505.65万 | 1.31% | 13,602 | -1,629 | -10.7% | -$60.56万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $488.82万 | 1.27% | 143,898 | 1,257 | 0.9% | $4.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $466.79万 | 1.21% | 9,741 | 229 | 2.4% | $10.97万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $459.43万 | 1.19% | 128,656 | 5,542 | 4.5% | $19.79万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $457.14万 | 1.19% | 149,003 | 5,343 | 3.7% | $16.39万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $449.71万 | 1.17% | 85,562 | -232 | -0.3% | -$1.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $440.29万 | 1.14% | 20,607 | -750 | -3.5% | -$16.02万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $430.97万 | 1.12% | 55,891 | -2,536 | -4.3% | -$19.56万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $419.90万 | 1.09% | 7,027 | -75 | -1.1% | -$4.48万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $411.09万 | 1.07% | 14,315 | -284 | -1.9% | -$8.16万 | 减仓 |
| GLD | SPDR GOLD SHARES | $406.45万 | 1.05% | 9,446 | 130 | 1.4% | $5.59万 | 加仓 |
| META | META PLATFORMS INC CL A | $365.74万 | 0.95% | 6,393 | -298 | -4.5% | -$17.05万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $364.62万 | 0.95% | 82,029 | 605 | 0.7% | $2.69万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $360.07万 | 0.93% | 91,295 | -4,284 | -4.5% | -$16.90万 | 减仓 |
| AVGO | BROADCOM INC COM | $344.52万 | 0.89% | 11,131 | -152 | -1.3% | -$4.70万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $338.92万 | 0.88% | 12,940 | -97 | -0.7% | -$2.54万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $316.30万 | 0.82% | 7,241 | -1,514 | -17.3% | -$66.13万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $297.75万 | 0.77% | 37,853 | 37,853 | — | $297.75万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $239.91万 | 0.62% | 25,883 | -1,935 | -7.0% | -$17.94万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $221.05万 | 0.57% | 11,267 | 274 | 2.5% | $5.38万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $219.69万 | 0.57% | 22,093 | -6,714 | -23.3% | -$66.76万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $214.59万 | 0.56% | 9,878 | -1,448 | -12.8% | -$31.46万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $214.59万 | 0.56% | 21,489 | -486 | -2.2% | -$4.85万 | 减仓 |
| AMZN | AMAZON COM INC COM | $207.79万 | 0.54% | 9,977 | -59 | -0.6% | -$1.23万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $198.92万 | 0.52% | 58,748 | -3,475 | -5.6% | -$11.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $198.31万 | 0.51% | 5,868 | -16 | -0.3% | -$5,407 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $191.21万 | 0.50% | 9,242 | -26 | -0.3% | -$5,379 | 减仓 |
| WPC | WP CAREY INC COM | $189.78万 | 0.49% | 27,925 | -72 | -0.3% | -$4,893 | 减仓 |
| CSCO | CISCO SYS INC COM | $188.61万 | 0.49% | 24,308 | -395 | -1.6% | -$3.06万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $174.57万 | 0.45% | 69,550 | 324 | 0.5% | $8,132 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $169.70万 | 0.44% | 19,131 | -270 | -1.4% | -$2.39万 | 减仓 |
| AVMC | AVANTIS U.S. MID CAP EQUITY ETF | $164.53万 | 0.43% | 22,776 | 2,669 | 13.3% | $19.28万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $162.85万 | 0.42% | 23,899 | -814 | -3.3% | -$5.55万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $158.90万 | 0.41% | 13,395 | 53 | 0.4% | $6,287 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $156.50万 | 0.41% | 20,839 | -583 | -2.7% | -$4.38万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $143.40万 | 0.37% | 12,981 | -97 | -0.7% | -$1.07万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $138.48万 | 0.36% | 5,584 | -80 | -1.4% | -$1.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $131.72万 | 0.34% | 5,389 | -40 | -0.7% | -$9,777 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $131.37万 | 0.34% | 4,095 | 30 | 0.7% | $9,624 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $129.35万 | 0.34% | 44,481 | -1,061 | -2.3% | -$3.09万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $119.40万 | 0.31% | 39,148 | -3,379 | -7.9% | -$10.31万 | 减仓 |
| AMGN | AMGEN INC COM | $108.93万 | 0.28% | 3,096 | 7 | 0.2% | $2,463 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $105.93万 | 0.27% | 4,926 | -604 | -10.9% | -$12.99万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $105.77万 | 0.27% | 21,697 | 59 | 0.3% | $2,876 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $104.73万 | 0.27% | 1,733 | 7 | 0.4% | $4,230 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $99.88万 | 0.26% | 4,910 | -543 | -10.0% | -$11.05万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $99.25万 | 0.26% | 9,860 | 207 | 2.1% | $2.08万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $99.19万 | 0.26% | 25,524 | 721 | 2.9% | $2.80万 | 加仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $96.13万 | 0.25% | 15,485 | -494 | -3.1% | -$3.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $93.74万 | 0.24% | 941 | 2 | 0.2% | $1,992 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $90.63万 | 0.23% | 11,055 | 2 | 0.0% | $164 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $86.75万 | 0.22% | 34,329 | 505 | 1.5% | $1.28万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $85.70万 | 0.22% | 39,881 | -1,896 | -4.5% | -$4.07万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $85.42万 | 0.22% | 10,894 | 228 | 2.1% | $1.79万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $85.40万 | 0.22% | 40,801 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $81.58万 | 0.21% | 22,962 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $80.85万 | 0.21% | 2,819 | 1 | 0.0% | $287 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $79.97万 | 0.21% | 1,386 | -111 | -7.4% | -$6.40万 | 减仓 |
| V | VISA INC COM CL A | $79.47万 | 0.21% | 2,629 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $78.68万 | 0.20% | 6,329 | 1 | 0.0% | $124 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $78.59万 | 0.20% | 5,307 | -70 | -1.3% | -$1.04万 | 减仓 |
| HD | HOME DEPOT INC COM | $77.77万 | 0.20% | 2,365 | 3 | 0.1% | $986 | 加仓 |
| CAT | CATERPILLAR INC COM | $74.80万 | 0.19% | 1,056 | -64 | -5.7% | -$4.53万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $74.05万 | 0.19% | 2,719 | -37 | -1.3% | -$1.01万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $69.07万 | 0.18% | 29,746 | -438 | -1.5% | -$1.02万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $65.67万 | 0.17% | 29,999 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $65.64万 | 0.17% | 5,097 | -1,438 | -22.0% | -$18.52万 | 减仓 |
| NFLX | NETFLIX INC. COM | $64.47万 | 0.17% | 6,705 | 125 | 1.9% | $1.20万 | 加仓 |
| — | EXXON MOBIL CORP COM | $62.70万 | 0.16% | 3,696 | -25 | -0.7% | -$4,241 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $61.78万 | 0.16% | 11,431 | -2,049 | -15.2% | -$11.07万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $60.77万 | 0.16% | 15,599 | -172 | -1.1% | -$6,701 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $60.54万 | 0.16% | 5,352 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $58.43万 | 0.15% | 19,432 | 7 | 0.0% | $210 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $57.68万 | 0.15% | 6,372 | -173 | -2.6% | -$1.57万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $55.09万 | 0.14% | 20,703 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $54.14万 | 0.14% | 10,875 | 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 |
| IVE | ISHARES S&P 500 VALUE ETF | $53.27万 | 0.14% | 2,523 | 0 | 0.0% | — | 不变 |