FINANCIAL LIFE ADVISORS
SAN ANTONIO TX · SEC CIK 0001730813
$3.21亿2026Q1 申报市值
52持仓数
69.5%前十大占比 · 第一大 12.7%
3 / 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
SPMB 加仓+$197.52万
BAI 新建仓+$142.15万
BLCR 新建仓+$138.56万
IUSB 加仓+$113.51万
VWO 加仓+$102.20万
2026Q1 卖出最多 按季末市值估算
SPHY 减仓-$218.77万
OEF 减仓-$121.50万
IYW 减仓-$108.98万
GLDM 减仓-$100.08万
XCEM 减仓-$32.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $4,083.37万 | 12.72% | 361,009 | 5,353 | 1.5% | $60.55万 | 加仓 |
| IVE | ISHARES TR | $3,525.41万 | 10.98% | 166,962 | 771 | 0.5% | $16.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,484.33万 | 10.85% | 1,500,574 | 22,821 | 1.5% | $52.99万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $2,331.65万 | 7.26% | 1,041,380 | 88,218 | 9.3% | $197.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,923.59万 | 5.99% | 330,628 | 15,795 | 5.0% | $91.90万 | 加仓 |
| EFV | ISHARES TR | $1,745.08万 | 5.44% | 234,711 | -2,951 | -1.2% | -$21.94万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,621.23万 | 5.05% | 292,879 | 13,710 | 4.9% | $75.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,207.54万 | 3.76% | 223,411 | 18,908 | 9.2% | $102.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,192.66万 | 3.72% | 27,305 | 1,786 | 7.0% | $78.01万 | 加仓 |
| IUSB | ISHARES TR | $1,187.96万 | 3.70% | 257,190 | 24,575 | 10.6% | $113.51万 | 加仓 |
| QUAL | ISHARES TR | $947.65万 | 2.95% | 49,405 | 950 | 2.0% | $18.22万 | 加仓 |
| EFG | ISHARES TR | $915.20万 | 2.85% | 82,176 | 1,652 | 2.1% | $18.40万 | 加仓 |
| IYW | ISHARES TR | $882.32万 | 2.75% | 48,634 | -6,007 | -11.0% | -$108.98万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $842.89万 | 2.63% | 361,443 | -93,811 | -20.6% | -$218.77万 | 减仓 |
| OEF | ISHARES TR | $735.31万 | 2.29% | 23,118 | -3,820 | -14.2% | -$121.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $656.54万 | 2.05% | 33,463 | 246 | 0.7% | $4.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $610.46万 | 1.90% | 65,860 | -10,797 | -14.1% | -$100.08万 | 减仓 |
| MUB | ISHARES TR | $494.56万 | 1.54% | 46,591 | 1,324 | 2.9% | $14.05万 | 加仓 |
| ITA | ISHARES TR | $431.94万 | 1.35% | 19,746 | 1,178 | 6.3% | $25.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $409.18万 | 1.27% | 82,017 | 2,264 | 2.8% | $11.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $386.30万 | 1.20% | 74,389 | -823 | -1.1% | -$4.27万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $307.16万 | 0.96% | 61,493 | 406 | 0.7% | $2.03万 | 加仓 |
| TLH | ISHARES TR | $256.85万 | 0.80% | 25,501 | 653 | 2.6% | $6.58万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $181.20万 | 0.56% | 44,402 | -7,919 | -15.1% | -$32.32万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $142.15万 | 0.44% | 43,142 | 43,142 | — | $142.15万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $138.56万 | 0.43% | 33,746 | 33,746 | — | $138.56万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $135.12万 | 0.42% | 18,474 | 824 | 4.7% | $6.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $129.88万 | 0.40% | 20,268 | -1,901 | -8.6% | -$12.18万 | 减仓 |
| EMXC | ISHARES INC | $105.39万 | 0.33% | 13,398 | -3,420 | -20.3% | -$26.90万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $98.17万 | 0.31% | 33,702 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $84.71万 | 0.26% | 8,757 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $81.18万 | 0.25% | 17,905 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $74.12万 | 0.23% | 3,559 | -181 | -4.8% | -$3.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $61.75万 | 0.19% | 885 | -7 | -0.8% | -$4,884 | 减仓 |
| HYD | VANECK ETF TRUST | $55.19万 | 0.17% | 11,007 | -4,762 | -30.2% | -$23.88万 | 减仓 |
| IGSB | ISHARES TR | $51.99万 | 0.16% | 9,891 | -3,519 | -26.2% | -$18.50万 | 减仓 |
| USMV | ISHARES TR | $51.95万 | 0.16% | 5,602 | -30 | -0.5% | -$2,782 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.83万 | 0.16% | 797 | -28 | -3.4% | -$1.82万 | 减仓 |
| IVV | ISHARES TR | $46.77万 | 0.15% | 716 | -19 | -2.6% | -$1.24万 | 减仓 |
| AAPL | APPLE INC | $44.59万 | 0.14% | 1,757 | -167 | -8.7% | -$4.24万 | 减仓 |
| IEMG | ISHARES INC | $43.99万 | 0.14% | 6,307 | 2,121 | 50.7% | $14.79万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $40.04万 | 0.12% | 17,424 | 17,424 | — | $40.04万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.46万 | 0.12% | 15,000 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $37.80万 | 0.12% | 1,575 | -78 | -4.7% | -$1.87万 | 减仓 |
| — | EXXON MOBIL CORP | $37.41万 | 0.12% | 2,205 | -51 | -2.3% | -$8,653 | 减仓 |
| HEFA | ISHARES TR | $36.80万 | 0.11% | 8,659 | -5,238 | -37.7% | -$22.26万 | 减仓 |
| NULG | NUSHARES ETF TR | $29.38万 | 0.09% | 3,231 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.37万 | 0.08% | 2,715 | -189 | -6.5% | -$1.84万 | 减仓 |
| GOOG | ALPHABET INC | $25.84万 | 0.08% | 901 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $23.78万 | 0.07% | 2,537 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $23.36万 | 0.07% | 728 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $22.34万 | 0.07% | 778 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -3,028 | -100.0% | -$27.09万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -535 | -100.0% | -$25.86万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,118 | -100.0% | -$20.39万 | 清仓 |