Stewardship Advisors, LLC
MOUNT JOY PA · SEC CIK 0001733219
$4.35亿2026Q1 申报市值
168持仓数
53.0%前十大占比 · 第一大 12.7%
13 / 4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
AVEM 加仓+$1,585.18万
IVV 加仓+$731.14万
ICLO 新建仓+$500.73万
J P MORGAN EXCHA 新建仓+$413.84万
JPST 加仓+$309.10万
2026Q1 卖出最多 按季末市值估算
VWO 减仓-$1,313.68万
GOVI 减仓-$752.92万
JAAA 减仓-$561.74万
FMHI 减仓-$338.34万
VCEB 减仓-$296.40万
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 |
|---|---|---|---|---|---|---|---|---|
| PCY | INVESCO EXCH TRADED FD TR II | $41.19万 | 0.09% | 19,710 | -918 | -4.5% | -$1.92万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $41.01万 | 0.09% | 9,829 | 479 | 5.1% | $2.00万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $40.16万 | 0.09% | 8,024 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $38.39万 | 0.09% | 4,139 | -623 | -13.1% | -$5.78万 | 减仓 |
| HYG | ISHARES TR | $38.20万 | 0.09% | 4,801 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $38.04万 | 0.09% | 8,304 | 570 | 7.4% | $2.61万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $37.84万 | 0.09% | 1,252 | 144 | 13.0% | $4.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $37.80万 | 0.09% | 1,740 | 236 | 15.7% | $5.13万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $37.78万 | 0.09% | 6,493 | 1,287 | 24.7% | $7.49万 | 加仓 |
| IVE | ISHARES TR | $37.63万 | 0.09% | 1,782 | 687 | 62.7% | $14.51万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $37.52万 | 0.09% | 3,396 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $36.50万 | 0.08% | 7,055 | 353 | 5.3% | $1.83万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $36.19万 | 0.08% | 1,739 | -765 | -30.6% | -$15.92万 | 减仓 |
| MBB | ISHARES TR | $36.19万 | 0.08% | 3,811 | 254 | 7.1% | $2.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.55万 | 0.08% | 721 | -50 | -6.5% | -$2.40万 | 减仓 |
| CLIP | GLOBAL X FDS | $33.42万 | 0.08% | 3,330 | -620 | -15.7% | -$6.22万 | 减仓 |
| — | EXXON MOBIL CORP | $32.35万 | 0.07% | 1,907 | -68 | -3.4% | -$1.15万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $31.11万 | 0.07% | 9,187 | -146 | -1.6% | -$4,944 | 减仓 |
| GVI | ISHARES TR | $30.51万 | 0.07% | 2,860 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $30.07万 | 0.07% | 3,201 | -16 | -0.5% | -$1,503 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.27万 | 0.07% | 5,830 | -260 | -4.3% | -$1.31万 | 减仓 |
| IVW | ISHARES TR | $28.89万 | 0.07% | 2,554 | 587 | 29.8% | $6.64万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $28.85万 | 0.07% | 9,621 | -1,000 | -9.4% | -$3.00万 | 减仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $28.49万 | 0.07% | 8,809 | 199 | 2.3% | $6,435 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $28.11万 | 0.06% | 8,583 | -284 | -3.2% | -$9,300 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.79万 | 0.06% | 5,094 | 756 | 17.4% | $4.12万 | 加仓 |
| ESML | ISHARES TR | $27.70万 | 0.06% | 5,891 | 67 | 1.2% | $3,150 | 加仓 |
| — | SILA REALTY TRUST INC | $27.21万 | 0.06% | 11,489 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.05万 | 0.06% | 943 | 8 | 0.9% | $2,295 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.95万 | 0.06% | 1,374 | 1,374 | — | $26.95万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $26.74万 | 0.06% | 779 | 0 | 0.0% | — | 不变 |
| — | SEI EXCHANGE TRADED FUNDS | $26.62万 | 0.06% | 9,634 | 431 | 4.7% | $1.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.59万 | 0.06% | 1,285 | 1,285 | — | $26.59万 | 新建仓 |
| USIG | ISHARES TR | $26.09万 | 0.06% | 5,092 | 360 | 7.6% | $1.84万 | 加仓 |
| GLD | SPDR GOLD TR | $25.56万 | 0.06% | 594 | -28 | -4.5% | -$1.20万 | 减仓 |
| HD | HOME DEPOT INC | $25.19万 | 0.06% | 766 | -64 | -7.7% | -$2.10万 | 减仓 |
| MCD | MCDONALDS CORP | $25.17万 | 0.06% | 810 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $25.03万 | 0.06% | 170 | 170 | — | $25.03万 | 新建仓 |
| IAGG | ISHARES TR | $24.36万 | 0.06% | 4,868 | 251 | 5.4% | $1.26万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.25万 | 0.06% | 1,192 | 63 | 5.6% | $1.28万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.06万 | 0.06% | 2,972 | -134 | -4.3% | -$1.08万 | 减仓 |
| T | AT&T INC | $24.05万 | 0.06% | 8,295 | -91 | -1.1% | -$2,638 | 减仓 |
| CAT | CATERPILLAR INC | $23.59万 | 0.05% | 333 | 333 | — | $23.59万 | 新建仓 |
| TMUS | T-MOBILE US INC | $23.54万 | 0.05% | 1,121 | -22 | -1.9% | -$4,621 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $23.01万 | 0.05% | 7,140 | 59 | 0.8% | $1,901 | 加仓 |
| IQLT | ISHARES TR | $23.00万 | 0.05% | 4,975 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $22.99万 | 0.05% | 1,590 | 1,590 | — | $22.99万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.81万 | 0.05% | 464 | -15 | -3.1% | -$7,373 | 减仓 |
| NFLX | NETFLIX INC. | $22.80万 | 0.05% | 2,371 | -44 | -1.8% | -$4,231 | 减仓 |
| CSCO | CISCO SYS INC | $22.70万 | 0.05% | 2,926 | 92 | 3.2% | $7,138 | 加仓 |
| ESGD | ISHARES TR | $22.63万 | 0.05% | 2,367 | -13 | -0.5% | -$1,243 | 减仓 |
| LLY | ELI LILLY & CO | $22.63万 | 0.05% | 246 | -23 | -8.6% | -$2.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.62万 | 0.05% | 705 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $22.34万 | 0.05% | 4,910 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $22.12万 | 0.05% | 1,969 | 1,969 | — | $22.12万 | 新建仓 |
| ASML | ASML HLDG NV | $22.06万 | 0.05% | 167 | 167 | — | $22.06万 | 新建仓 |
| EFV | ISHARES TR | $21.88万 | 0.05% | 2,942 | 70 | 2.4% | $5,205 | 加仓 |
| LIN | LINDE PLC | $21.71万 | 0.05% | 438 | 438 | — | $21.71万 | 新建仓 |
| VBND | ETF SER SOLUTIONS | $21.36万 | 0.05% | 4,922 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.16万 | 0.05% | 459 | 38 | 9.0% | $1.75万 | 加仓 |
| — | ISHARES TR | $20.77万 | 0.05% | 4,342 | 8 | 0.2% | $383 | 加仓 |
| ABBV | ABBVIE INC | $20.55万 | 0.05% | 945 | -77 | -7.5% | -$1.67万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $20.31万 | 0.05% | 4,033 | -111,522 | -96.5% | -$561.74万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.26万 | 0.05% | 1,547 | 1,547 | — | $20.26万 | 新建仓 |
| VUSE | ETF SER SOLUTIONS | $20.11万 | 0.05% | 3,201 | -11 | -0.3% | -$691 | 减仓 |
| PFE | PFIZER INC | $20.02万 | 0.05% | 7,128 | 7,128 | — | $20.02万 | 新建仓 |
| F | FORD MTR CO | $13.61万 | 0.03% | 11,793 | -59 | -0.5% | -$681 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.21万 | 0.03% | 25,905 | -1 | -0.0% | -$5 | 减仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$29.51万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,192 | -100.0% | -$23.68万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -881 | -100.0% | -$21.35万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -445 | -100.0% | -$20.78万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |