Vigilare Wealth Management
SCOTTSDALE AZ · SEC CIK 0001730889
$3.26亿2026Q2 申报市值
123持仓数
57.2%前十大占比 · 第一大 22.2%
17 / 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
VIG 加仓+$1,028.20万
SCHD 新建仓+$625.07万
SPLV 加仓+$593.35万
RSP 加仓+$590.79万
JPIE 加仓+$467.38万
2026Q2 卖出最多 按季末市值估算
PYLD 重新持有-$2,286.53万
SGOV 减仓-$1,717.21万
USFR 减仓-$732.84万
BIL 减仓-$582.22万
SPY 减仓-$522.12万
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 |
|---|---|---|---|---|---|---|---|---|
| FNF | FIDELITY NATL FINL INC COM SHS | $237.88万 | 0.73% | 50,440 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $239.60万 | 0.73% | 21,155 | -56 | -0.3% | -$6,342 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $261.79万 | 0.80% | 3,555 | 140 | 4.1% | $10.31万 | 加仓 |
| MSFT | MICROSOFT | $281.33万 | 0.86% | 7,542 | 54 | 0.7% | $2.01万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $297.09万 | 0.91% | 8,771 | 1,723 | 24.4% | $58.36万 | 加仓 |
| GLD | SPDR GOLD ETF | $302.73万 | 0.93% | 8,218 | -3,728 | -31.2% | -$137.33万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $321.50万 | 0.99% | 38,388 | 38,388 | — | $321.50万 | 新建仓 |
| VNQ | VANGUARD REIT INDEX ETF | $326.17万 | 1.00% | 33,825 | 33,825 | — | $326.17万 | 新建仓 |
| TSLA | TESLA MOTORS INC | $329.96万 | 1.01% | 7,845 | -204 | -2.5% | -$8.58万 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $350.24万 | 1.07% | 31,748 | 4,919 | 18.3% | $54.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $352.03万 | 1.08% | 17,594 | -81 | -0.5% | -$1.62万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $355.75万 | 1.09% | 4,764 | -6,992 | -59.5% | -$522.12万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $376.90万 | 1.16% | 25,413 | 20,788 | 449.5% | $308.31万 | 加仓 |
| GEV | GE VERNOVA INC COM | $410.61万 | 1.26% | 3,495 | -243 | -6.5% | -$28.55万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $420.06万 | 1.29% | 41,118 | -7,444 | -15.3% | -$76.05万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $449.13万 | 1.38% | 89,201 | -145,549 | -62.0% | -$732.84万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $625.07万 | 1.92% | 197,121 | 197,121 | — | $625.07万 | 新建仓 |
| AMZN | AMAZON.COM INC | $627.95万 | 1.92% | 26,347 | -1,787 | -6.4% | -$42.59万 | 减仓 |
| GOOGL | GOOGLE INC | $651.08万 | 2.00% | 18,219 | -950 | -5.0% | -$33.95万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $796.97万 | 2.44% | 37,457 | 27,767 | 286.6% | $590.79万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $847.96万 | 2.60% | 184,139 | 101,493 | 122.8% | $467.38万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $856.79万 | 2.63% | 114,391 | 79,219 | 225.2% | $593.35万 | 加仓 |
| AAPL | APPLE INC | $977.30万 | 3.00% | 33,774 | 122 | 0.4% | $3.53万 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1,076.60万 | 3.30% | 220,321 | 85,082 | 62.9% | $415.75万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,133.17万 | 3.47% | 166,618 | -49,916 | -23.1% | -$339.48万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,263.04万 | 3.87% | 476,258 | -862,192 | -64.4% | -$2,286.53万 | 重新持有 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,642.11万 | 5.03% | 69,399 | 43,454 | 167.5% | $1,028.20万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,757.20万 | 5.39% | 195,028 | -13,976 | -6.7% | -$125.92万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1,834.89万 | 5.62% | 200,228 | -63,533 | -24.1% | -$582.22万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7,256.15万 | 22.24% | 720,786 | -170,578 | -19.1% | -$1,717.21万 | 减仓 |