FINANCIAL LIFE ADVISORS
SAN ANTONIO TX · SEC CIK 0001730813
$3.52亿2026Q2 申报市值
60持仓数
71.4%前十大占比 · 第一大 13.2%
9 / 2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
SPMB 加仓+$579.21万
IUSB 加仓+$519.55万
BAI 加仓+$511.99万
BLCR 加仓+$273.62万
VWO 加仓+$229.51万
2026Q2 卖出最多 按季末市值估算
SPHY 减仓-$826.77万
IYW 减仓-$617.49万
OEF 减仓-$463.56万
IVW 减仓-$320.83万
TLH 减仓-$211.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -11,007 | -100.0% | -$55.19万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -9,891 | -100.0% | -$51.99万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $20.46万 | 0.06% | 8,727 | -352,716 | -97.6% | -$826.77万 | 减仓 |
| IJH | ISHARES TR | $20.53万 | 0.06% | 2,663 | 2,663 | — | $20.53万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.13万 | 0.06% | 993 | 993 | — | $21.13万 | 新建仓 |
| IJR | ISHARES TR | $21.19万 | 0.06% | 1,429 | 1,429 | — | $21.19万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $22.21万 | 0.06% | 1,110 | -24 | -2.1% | -$4,802 | 重新持有 |
| HEFA | ISHARES TR | $23.01万 | 0.07% | 4,903 | -3,756 | -43.4% | -$17.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $24.13万 | 0.07% | 2,995 | -117 | -3.8% | -$9,427 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $26.04万 | 0.07% | 5,562 | 5,562 | — | $26.04万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.94万 | 0.08% | 728 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $26.97万 | 0.08% | 2,537 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $28.20万 | 0.08% | 2,715 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.30万 | 0.09% | 2,216 | 11 | 0.5% | $1,504 | 加仓 |
| AGG | ISHARES TR | $31.05万 | 0.09% | 3,137 | 3,137 | — | $31.05万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $31.18万 | 0.09% | 4,270 | 4,270 | — | $31.18万 | 新建仓 |
| GOOG | ALPHABET INC | $32.04万 | 0.09% | 907 | 6 | 0.7% | $2,120 | 加仓 |
| NULG | NUSHARES ETF TR | $37.82万 | 0.11% | 3,231 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $38.65万 | 0.11% | 14,736 | 14,736 | — | $38.65万 | 新建仓 |
| TLH | ISHARES TR | $44.10万 | 0.13% | 4,395 | -21,106 | -82.8% | -$211.80万 | 减仓 |
| USMV | ISHARES TR | $46.18万 | 0.13% | 4,787 | -815 | -14.5% | -$7.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $46.23万 | 0.13% | 15,708 | 708 | 4.7% | $2.08万 | 加仓 |
| IEMG | ISHARES INC | $48.04万 | 0.14% | 5,799 | -508 | -8.1% | -$4.21万 | 减仓 |
| AAPL | APPLE INC | $50.75万 | 0.14% | 1,754 | -3 | -0.2% | -$868 | 减仓 |
| MTUM | ISHARES TR | $52.35万 | 0.15% | 1,527 | -48 | -3.0% | -$1.65万 | 减仓 |
| IVV | ISHARES TR | $53.62万 | 0.15% | 716 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.10万 | 0.23% | 1,086 | 289 | 36.3% | $21.58万 | 加仓 |
| TFI | SPDR SERIES TRUST | $82.00万 | 0.23% | 17,905 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $85.40万 | 0.24% | 3,583 | 24 | 0.7% | $5,720 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $88.52万 | 0.25% | 8,757 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $91.99万 | 0.26% | 7,697 | 617 | 8.7% | $7.37万 | 加仓 |
| ICVT | ISHARES TR | $111.01万 | 0.32% | 9,119 | 9,119 | — | $111.01万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $114.05万 | 0.32% | 33,702 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $126.86万 | 0.36% | 12,401 | -997 | -7.4% | -$10.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $140.67万 | 0.40% | 19,743 | -525 | -2.6% | -$3.74万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $142.54万 | 0.41% | 19,031 | 557 | 3.0% | $4.17万 | 加仓 |
| SYSB | ISHARES TR | $146.22万 | 0.42% | 16,482 | 16,482 | — | $146.22万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $152.80万 | 0.43% | 28,896 | -15,506 | -34.9% | -$82.00万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $244.00万 | 0.69% | 103,740 | 86,316 | 495.4% | $203.02万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $316.91万 | 0.90% | 63,091 | 1,598 | 2.6% | $8.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $344.14万 | 0.98% | 43,332 | -22,528 | -34.2% | -$178.92万 | 减仓 |
| OEF | ISHARES TR | $382.26万 | 1.09% | 10,448 | -12,670 | -54.8% | -$463.56万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $399.53万 | 1.14% | 78,989 | -3,028 | -3.7% | -$15.32万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $403.03万 | 1.15% | 77,002 | 2,613 | 3.5% | $13.68万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $443.60万 | 1.26% | 88,069 | 54,323 | 161.0% | $273.62万 | 加仓 |
| ITA | ISHARES TR | $495.34万 | 1.41% | 20,433 | 687 | 3.5% | $16.65万 | 加仓 |
| MUB | ISHARES TR | $518.12万 | 1.47% | 48,143 | 1,552 | 3.3% | $16.70万 | 加仓 |
| IYW | ISHARES TR | $609.21万 | 1.73% | 24,153 | -24,481 | -50.3% | -$617.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $699.10万 | 1.99% | 32,079 | -1,384 | -4.1% | -$30.16万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $739.43万 | 2.10% | 140,257 | 97,115 | 225.1% | $511.99万 | 加仓 |
| QUAL | ISHARES TR | $1,057.64万 | 3.01% | 48,200 | -1,205 | -2.4% | -$26.44万 | 减仓 |
| EFG | ISHARES TR | $1,242.06万 | 3.53% | 99,828 | 17,652 | 21.5% | $219.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,410.98万 | 4.01% | 163,801 | -29 | -0.0% | -$2,498 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,563.06万 | 4.44% | 261,862 | 38,451 | 17.2% | $229.51万 | 加仓 |
| IUSB | ISHARES TR | $1,706.48万 | 4.85% | 369,768 | 112,578 | 43.8% | $519.55万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,709.55万 | 4.86% | 309,813 | 16,934 | 5.8% | $93.44万 | 加仓 |
| EFV | ISHARES TR | $1,753.73万 | 4.99% | 229,096 | -5,615 | -2.4% | -$42.98万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,083.87万 | 5.92% | 306,406 | -24,222 | -7.3% | -$164.73万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $2,902.53万 | 8.25% | 1,300,999 | 259,619 | 24.9% | $579.21万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,638.91万 | 10.35% | 1,573,243 | 72,669 | 4.8% | $168.08万 | 加仓 |
| IVE | ISHARES TR | $3,700.39万 | 10.52% | 162,970 | -3,992 | -2.4% | -$90.64万 | 减仓 |
| IVW | ISHARES TR | $4,644.13万 | 13.20% | 337,681 | -23,328 | -6.5% | -$320.83万 | 减仓 |