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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,531.57万 | 12.71% | 84,683 | 11,193 | 15.2% | $731.14万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $3,663.93万 | 8.42% | 318,852 | 6,305 | 2.0% | $72.45万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,191.83万 | 7.33% | 134,325 | 432 | 0.3% | $10.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,290.00万 | 5.26% | 357,365 | 24,988 | 7.5% | $160.12万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $1,771.17万 | 4.07% | 559,788 | -12,033 | -2.1% | -$38.07万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,616.18万 | 3.71% | 200,569 | 196,722 | 5,113.6% | $1,585.18万 | 加仓 |
| SUSA | ISHARES TR | $1,556.07万 | 3.58% | 117,795 | 5,727 | 5.1% | $75.65万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,175.58万 | 2.70% | 198,510 | 6,492 | 3.4% | $38.45万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,162.43万 | 2.67% | 229,684 | 61,075 | 36.2% | $309.10万 | 加仓 |
| WTMF | WISDOMTREE TR | $1,119.45万 | 2.57% | 282,078 | 2,416 | 0.9% | $9.59万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,104.98万 | 2.54% | 154,047 | 1,414 | 0.9% | $10.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,094.08万 | 2.51% | 427,041 | -11,951 | -2.7% | -$30.62万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $824.23万 | 1.89% | 176,005 | -18,171 | -9.4% | -$85.09万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $816.99万 | 1.88% | 163,758 | -20,543 | -11.1% | -$102.49万 | 减仓 |
| PMMF | BLACKROCK ETF TRUST | $667.78万 | 1.53% | 66,446 | 29,452 | 79.6% | $295.99万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $600.33万 | 1.38% | 151,760 | -6,126 | -3.9% | -$24.23万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $596.68万 | 1.37% | 89,363 | -16,741 | -15.8% | -$111.78万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $589.87万 | 1.36% | 200,421 | -15,294 | -7.1% | -$45.01万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $553.21万 | 1.27% | 240,734 | -6,330 | -2.6% | -$14.55万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $543.14万 | 1.25% | 116,205 | -34,951 | -23.1% | -$163.36万 | 减仓 |
| EMNT | PIMCO ETF TR | $515.86万 | 1.19% | 52,147 | 19,698 | 60.7% | $194.86万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $500.73万 | 1.15% | 196,287 | 196,287 | — | $500.73万 | 新建仓 |
| FLRT | PACER FDS TR | $499.20万 | 1.15% | 107,795 | -401 | -0.4% | -$1.86万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $461.13万 | 1.06% | 90,453 | 874 | 1.0% | $4.46万 | 加仓 |
| — | NUSHARES ETF TR | $426.52万 | 0.98% | 201,377 | 2,487 | 1.3% | $5.27万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $413.84万 | 0.95% | 83,051 | 83,051 | — | $413.84万 | 新建仓 |
| EAGG | ISHARES TR | $406.42万 | 0.93% | 85,473 | -4,821 | -5.3% | -$22.92万 | 减仓 |
| ANGL | VANECK ETF TRUST | $386.85万 | 0.89% | 134,695 | 10,151 | 8.2% | $29.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $323.18万 | 0.74% | 43,886 | 7,032 | 19.1% | $51.78万 | 加仓 |
| EUSB | ISHARES TR | $307.98万 | 0.71% | 70,800 | -12,199 | -14.7% | -$53.07万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $281.41万 | 0.65% | 103,156 | -276,000 | -72.8% | -$752.92万 | 减仓 |
| AGG | ISHARES TR | $276.27万 | 0.63% | 27,830 | -8,747 | -23.9% | -$86.83万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $269.46万 | 0.62% | 108,872 | 9,450 | 9.5% | $23.39万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $223.15万 | 0.51% | 52,853 | 2,470 | 4.9% | $10.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $217.16万 | 0.50% | 74,549 | 15,741 | 26.8% | $45.85万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $209.02万 | 0.48% | 68,531 | 5,458 | 8.7% | $16.65万 | 加仓 |
| AAPL | APPLE INC | $203.82万 | 0.47% | 8,031 | -1,530 | -16.0% | -$38.83万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $190.31万 | 0.44% | 30,290 | -47,175 | -60.9% | -$296.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $186.47万 | 0.43% | 10,692 | 638 | 6.3% | $11.13万 | 加仓 |
| FULT | FULTON FINL CORP PA | $153.31万 | 0.35% | 75,375 | -11,414 | -13.2% | -$23.22万 | 减仓 |
| IDEV | ISHARES TR | $143.41万 | 0.33% | 17,161 | 2,882 | 20.2% | $24.08万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $141.70万 | 0.33% | 29,489 | 4,061 | 16.0% | $19.51万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $141.48万 | 0.33% | 17,895 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $140.44万 | 0.32% | 31,168 | 1,792 | 6.1% | $8.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $138.98万 | 0.32% | 2,408 | -7 | -0.3% | -$4,040 | 减仓 |
| NUEM | NUSHARES ETF TR | $137.39万 | 0.32% | 37,397 | -110 | -0.3% | -$4,041 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $125.58万 | 0.29% | 23,234 | -243,044 | -91.3% | -$1,313.68万 | 减仓 |
| GOVT | ISHARES TR | $124.68万 | 0.29% | 54,423 | -431 | -0.8% | -$9,874 | 减仓 |
| GOOGL | ALPHABET INC | $121.24万 | 0.28% | 4,216 | 27 | 0.6% | $7,764 | 加仓 |
| MSFT | MICROSOFT CORP | $120.16万 | 0.28% | 3,246 | 219 | 7.2% | $8.11万 | 加仓 |
| SUB | ISHARES TR | $116.37万 | 0.27% | 10,927 | -2,316 | -17.5% | -$24.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $115.64万 | 0.27% | 29,759 | 773 | 2.7% | $3.00万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $114.38万 | 0.26% | 49,050 | 4,891 | 11.1% | $11.41万 | 加仓 |
| IWY | ISHARES TR | $105.53万 | 0.24% | 4,241 | -8 | -0.2% | -$1,991 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $102.47万 | 0.24% | 24,657 | 775 | 3.2% | $3.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $102.44万 | 0.24% | 39,954 | 2,519 | 6.7% | $6.46万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $100.15万 | 0.23% | 21,986 | 1,028 | 4.9% | $4.68万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $98.06万 | 0.23% | 59,034 | 7,362 | 14.2% | $12.23万 | 加仓 |
| AMZN | AMAZON COM INC | $97.35万 | 0.22% | 4,674 | 117 | 2.6% | $2.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $93.36万 | 0.21% | 12,197 | 1,663 | 15.8% | $12.73万 | 加仓 |
| USXF | ISHARES TR | $91.99万 | 0.21% | 16,665 | 494 | 3.1% | $2.73万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $85.61万 | 0.20% | 18,974 | 349 | 1.9% | $1.57万 | 加仓 |
| IEMG | ISHARES INC | $81.89万 | 0.19% | 11,740 | 1,112 | 10.5% | $7.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $80.86万 | 0.19% | 1,353 | 198 | 17.1% | $11.83万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $74.48万 | 0.17% | 24,275 | -33 | -0.1% | -$1,012 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $68.58万 | 0.16% | 13,731 | -6,751 | -33.0% | -$33.72万 | 减仓 |
| UTEN | RBB FD INC | $66.72万 | 0.15% | 15,303 | 909 | 6.3% | $3.96万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $65.44万 | 0.15% | 26,965 | 1,308 | 5.1% | $3.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.64万 | 0.15% | 994 | 0 | 0.0% | — | 不变 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $64.39万 | 0.15% | 19,755 | -814 | -4.0% | -$2.65万 | 减仓 |
| AVGO | BROADCOM INC | $63.98万 | 0.15% | 2,067 | 153 | 8.0% | $4.74万 | 加仓 |
| TSLA | TESLA INC | $63.79万 | 0.15% | 1,716 | 58 | 3.5% | $2.16万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $63.36万 | 0.15% | 18,652 | -323 | -1.7% | -$1.10万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $62.43万 | 0.14% | 9,504 | 1,021 | 12.0% | $6.71万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $61.67万 | 0.14% | 11,757 | 709 | 6.4% | $3.72万 | 加仓 |
| EMLC | VANECK ETF TRUST | $60.41万 | 0.14% | 24,059 | 2,135 | 9.7% | $5.36万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $58.52万 | 0.13% | 8,942 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $57.79万 | 0.13% | 1,010 | 65 | 6.9% | $3.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $57.68万 | 0.13% | 1,961 | -73 | -3.6% | -$2.15万 | 减仓 |
| WMT | WALMART INC | $56.95万 | 0.13% | 4,582 | 17 | 0.4% | $2,113 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $56.44万 | 0.13% | 7,959 | 142 | 1.8% | $1.01万 | 加仓 |
| MUB | ISHARES TR | $55.70万 | 0.13% | 5,248 | -919 | -14.9% | -$9.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.74万 | 0.13% | 14,890 | 139 | 0.9% | $5,110 | 加仓 |
| PAAA | PGIM ETF TR | $54.38万 | 0.12% | 10,625 | 10,625 | — | $54.38万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $54.26万 | 0.12% | 11,333 | 423 | 3.9% | $2.03万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $53.90万 | 0.12% | 20,254 | 1,491 | 7.9% | $3.97万 | 加仓 |
| DMXF | ISHARES TR | $53.67万 | 0.12% | 7,113 | 133 | 1.9% | $1.00万 | 加仓 |
| UTWO | RBB FD INC | $53.54万 | 0.12% | 11,089 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $52.19万 | 0.12% | 17,948 | 253 | 1.4% | $7,357 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $51.45万 | 0.12% | 13,206 | -92 | -0.7% | -$3,584 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $50.27万 | 0.12% | 10,574 | -71,170 | -87.1% | -$338.34万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $50.02万 | 0.11% | 19,775 | 507 | 2.6% | $1.28万 | 加仓 |
| PPL | PPL CORP | $49.17万 | 0.11% | 12,871 | 0 | 0.0% | — | 不变 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $48.14万 | 0.11% | 13,222 | 1,190 | 9.9% | $4.33万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $47.87万 | 0.11% | 958 | -34 | -3.4% | -$1.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.93万 | 0.11% | 471 | -1 | -0.2% | -$996 | 减仓 |
| BCI | ABRDN ETFS | $44.94万 | 0.10% | 18,502 | 4,825 | 35.3% | $11.72万 | 加仓 |
| SHYG | ISHARES TR | $44.66万 | 0.10% | 10,556 | -373 | -3.4% | -$1.58万 | 减仓 |
| ACWV | ISHARES INC | $43.39万 | 0.10% | 3,631 | 203 | 5.9% | $2.43万 | 加仓 |
| COWZ | PACER FDS TR | $42.05万 | 0.10% | 6,721 | 797 | 13.5% | $4.99万 | 加仓 |