Stewardship Advisors, LLC
MOUNT JOY PA · SEC CIK 0001733219
$4.81亿2026Q2 申报市值
175持仓数
54.2%前十大占比 · 第一大 16.8%
18 / 14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
IVV 加仓+$1,753.83万
GOVI 加仓+$1,332.52万
SPLV 新建仓+$809.14万
SPAB 加仓+$761.82万
GTO 加仓+$603.14万
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$1,190.32万
RWL 减仓-$1,089.20万
AVEM 减仓-$826.45万
SPMD 减仓-$781.12万
JPST 减仓-$735.32万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,095.67万 | 16.82% | 108,102 | 23,419 | 27.7% | $1,753.83万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,702.62万 | 7.69% | 122,211 | -12,114 | -9.0% | -$367.02万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,984.44万 | 6.20% | 233,598 | -85,254 | -26.7% | -$1,089.20万 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $1,947.00万 | 4.04% | 566,978 | 7,190 | 1.3% | $24.69万 | 加仓 |
| SUSA | ISHARES TR | $1,934.14万 | 4.02% | 125,349 | 7,554 | 6.4% | $116.56万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,851.63万 | 3.85% | 725,561 | 298,520 | 69.9% | $761.82万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $1,612.59万 | 3.35% | 593,954 | 490,798 | 475.8% | $1,332.52万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,428.07万 | 2.97% | 304,688 | 128,683 | 73.1% | $603.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,355.91万 | 2.82% | 190,303 | -167,062 | -46.7% | -$1,190.32万 | 减仓 |
| WTMF | WISDOMTREE TR | $1,190.52万 | 2.47% | 291,438 | 9,360 | 3.3% | $38.24万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,108.85万 | 2.30% | 114,918 | -85,651 | -42.7% | -$826.45万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,071.40万 | 2.23% | 211,823 | 48,065 | 29.4% | $243.11万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $848.23万 | 1.76% | 103,016 | -51,031 | -33.1% | -$420.19万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $809.14万 | 1.68% | 108,029 | 108,029 | — | $809.14万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $742.28万 | 1.54% | 144,892 | -6,868 | -4.5% | -$35.18万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $742.07万 | 1.54% | 315,505 | 74,771 | 31.1% | $175.86万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $700.73万 | 1.46% | 89,802 | 439 | 0.5% | $3.43万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $649.35万 | 1.35% | 191,492 | -8,929 | -4.5% | -$30.28万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $607.92万 | 1.26% | 119,200 | 28,747 | 31.8% | $146.61万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $560.00万 | 1.16% | 82,890 | -115,620 | -58.2% | -$781.12万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $551.34万 | 1.15% | 114,576 | -1,629 | -1.4% | -$7.84万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $534.62万 | 1.11% | 208,998 | 12,711 | 6.5% | $32.51万 | 加仓 |
| EAGG | ISHARES TR | $532.14万 | 1.11% | 112,243 | 26,770 | 31.3% | $126.92万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $510.25万 | 1.06% | 50,867 | -15,579 | -23.4% | -$156.27万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $465.94万 | 0.97% | 92,022 | 8,971 | 10.8% | $45.42万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $426.19万 | 0.89% | 84,278 | -145,406 | -63.3% | -$735.32万 | 减仓 |
| EUSB | ISHARES TR | $378.37万 | 0.79% | 87,081 | 16,281 | 23.0% | $70.74万 | 加仓 |
| EMNT | PIMCO ETF TR | $373.00万 | 0.77% | 37,700 | -14,447 | -27.7% | -$142.94万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $342.91万 | 0.71% | 46,711 | 2,825 | 6.4% | $20.74万 | 加仓 |
| ANGL | VANECK ETF TRUST | $321.84万 | 0.67% | 110,069 | -24,626 | -18.3% | -$72.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $305.34万 | 0.63% | 110,230 | 1,358 | 1.2% | $3.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $248.27万 | 0.52% | 73,365 | -1,184 | -1.6% | -$4.01万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $237.95万 | 0.49% | 68,357 | -174 | -0.3% | -$6,057 | 减仓 |
| AAPL | APPLE INC | $235.02万 | 0.49% | 8,122 | 91 | 1.1% | $2.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $233.96万 | 0.49% | 55,428 | 2,575 | 4.9% | $10.87万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $231.54万 | 0.48% | 36,893 | 6,603 | 21.8% | $41.44万 | 加仓 |
| — | NUSHARES ETF TR | $229.96万 | 0.48% | 107,283 | -94,094 | -46.7% | -$201.69万 | 减仓 |
| FLRT | PACER FDS TR | $210.55万 | 0.44% | 45,154 | -62,641 | -58.1% | -$292.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $209.57万 | 0.44% | 10,474 | -218 | -2.0% | -$4.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $175.56万 | 0.36% | 2,384 | -24 | -1.0% | -$1.77万 | 减仓 |
| IDEV | ISHARES TR | $158.44万 | 0.33% | 17,800 | 639 | 3.7% | $5.69万 | 加仓 |
| NUSC | NUSHARES ETF TR | $158.07万 | 0.33% | 30,329 | -839 | -2.7% | -$4.37万 | 减仓 |
| FULT | FULTON FINL CORP PA | $157.90万 | 0.33% | 65,274 | -10,101 | -13.4% | -$24.43万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $157.40万 | 0.33% | 17,337 | -558 | -3.1% | -$5.07万 | 减仓 |
| GOOGL | ALPHABET INC | $150.85万 | 0.31% | 4,221 | 5 | 0.1% | $1,787 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $149.92万 | 0.31% | 30,957 | 1,468 | 5.0% | $7.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $139.23万 | 0.29% | 15,843 | 3,646 | 29.9% | $32.04万 | 加仓 |
| SUB | ISHARES TR | $136.56万 | 0.28% | 12,826 | 1,899 | 17.4% | $20.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $135.06万 | 0.28% | 30,447 | 688 | 2.3% | $3.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $130.03万 | 0.27% | 3,486 | 240 | 7.4% | $8.95万 | 加仓 |
| IWY | ISHARES TR | $123.31万 | 0.26% | 4,243 | 2 | 0.0% | $581 | 加仓 |
| SPHY | SPDR SERIES TRUST | $120.87万 | 0.25% | 51,565 | 2,515 | 5.1% | $5.90万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $117.44万 | 0.24% | 20,915 | -1,071 | -4.9% | -$6.01万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $114.79万 | 0.24% | 23,914 | -743 | -3.0% | -$3.57万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $113.67万 | 0.24% | 38,623 | -1,331 | -3.3% | -$3.92万 | 减仓 |
| AMZN | AMAZON COM INC | $110.49万 | 0.23% | 4,636 | -38 | -0.8% | -$9,057 | 减仓 |
| USXF | ISHARES TR | $108.80万 | 0.23% | 15,666 | -999 | -6.0% | -$6.94万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $99.12万 | 0.21% | 19,176 | 202 | 1.1% | $1.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $96.97万 | 0.20% | 16,246 | -6,988 | -30.1% | -$41.71万 | 减仓 |
| IEMG | ISHARES INC | $93.97万 | 0.20% | 11,343 | -397 | -3.4% | -$3.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $93.59万 | 0.19% | 1,363 | 10 | 0.7% | $6,866 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $88.65万 | 0.18% | 68,139 | 9,105 | 15.4% | $11.85万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $77.23万 | 0.16% | 24,355 | 80 | 0.3% | $2,537 | 加仓 |
| TSLA | TESLA INC | $76.68万 | 0.16% | 1,823 | 107 | 6.2% | $4.50万 | 加仓 |
| AVGO | BROADCOM INC | $76.23万 | 0.16% | 2,018 | -49 | -2.4% | -$1.85万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $76.00万 | 0.16% | 30,195 | 30,195 | — | $76.00万 | 新建仓 |
| AGG | ISHARES TR | $74.98万 | 0.16% | 7,575 | -20,255 | -72.8% | -$200.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.98万 | 0.16% | 1,004 | 10 | 1.0% | $7,468 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $74.45万 | 0.15% | 645 | 645 | — | $74.45万 | 新建仓 |
| UTEN | RBB FD INC | $74.02万 | 0.15% | 17,135 | 1,832 | 12.0% | $7.91万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $72.57万 | 0.15% | 20,446 | 691 | 3.5% | $2.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $71.91万 | 0.15% | 14,317 | 586 | 4.3% | $2.94万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $71.63万 | 0.15% | 29,674 | 2,709 | 10.0% | $6.54万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $68.72万 | 0.14% | 18,655 | 3 | 0.0% | $111 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $68.49万 | 0.14% | 10,187 | 683 | 7.2% | $4.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.14万 | 0.14% | 1,173 | -19 | -1.6% | -$1.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $66.97万 | 0.14% | 8,173 | 214 | 2.7% | $1.75万 | 加仓 |
| EMLC | VANECK ETF TRUST | $66.05万 | 0.14% | 25,840 | 1,781 | 7.4% | $4.55万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $65.76万 | 0.14% | 12,270 | 513 | 4.4% | $2.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $64.56万 | 0.13% | 15,471 | 581 | 3.9% | $2.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $63.63万 | 0.13% | 1,944 | -17 | -0.9% | -$5,565 | 减仓 |
| UTWO | RBB FD INC | $63.18万 | 0.13% | 13,174 | 2,085 | 18.8% | $10.00万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $62.08万 | 0.13% | 8,942 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $60.60万 | 0.13% | 7,163 | 50 | 0.7% | $4,230 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $59.62万 | 0.12% | 16,501 | -1,447 | -8.1% | -$5.23万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $56.66万 | 0.12% | 11,866 | 533 | 4.7% | $2.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $55.91万 | 0.12% | 13,555 | 349 | 2.6% | $1.44万 | 加仓 |
| PAAA | PGIM ETF TR | $55.71万 | 0.12% | 10,866 | 241 | 2.3% | $1.24万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $55.44万 | 0.12% | 20,921 | 667 | 3.3% | $1.77万 | 加仓 |
| MUB | ISHARES TR | $55.27万 | 0.11% | 5,135 | -113 | -2.2% | -$1.22万 | 减仓 |
| META | META PLATFORMS INC | $55.15万 | 0.11% | 979 | -31 | -3.1% | -$1.75万 | 减仓 |
| WMT | WALMART INC | $54.72万 | 0.11% | 4,831 | 249 | 5.4% | $2.82万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $53.44万 | 0.11% | 13,560 | 338 | 2.6% | $1.33万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $52.25万 | 0.11% | 19,684 | -91 | -0.5% | -$2,415 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $52.14万 | 0.11% | 7,666 | 1,173 | 18.1% | $7.98万 | 加仓 |
| KLAC | KLA CORP | $51.50万 | 0.11% | 1,707 | 7 | 0.4% | $2,112 | 加仓 |
| PPL | PPL CORP | $46.79万 | 0.10% | 12,871 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $46.68万 | 0.10% | 2,056 | 274 | 15.4% | $6.22万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $46.09万 | 0.10% | 21,288 | 1,578 | 8.0% | $3.42万 | 加仓 |
| SHYG | ISHARES TR | $45.93万 | 0.10% | 10,831 | 275 | 2.6% | $1.17万 | 加仓 |