Pathway Financial Advisors LLC
SOUTH BURLINGTON VT · SEC CIK 0001738828
$8.08亿2026Q1 申报市值
136持仓数
65.2%前十大占比 · 第一大 13.0%
3 / 14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
IEFA 加仓+$756.44万
VTV 加仓+$529.08万
VUG 加仓+$427.75万
QGRO 加仓+$407.53万
IEMG 加仓+$347.32万
2026Q1 卖出最多 按季末市值估算
VBIL 减仓-$194.79万
BNY MELLON ETF T 减仓-$169.01万
DE 减仓-$73.63万
JPM 减仓-$50.26万
ACWI 减仓-$43.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $43.70万 | 0.05% | 5,782 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.15万 | 0.05% | 1,141 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $39.64万 | 0.05% | 13,427 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $37.56万 | 0.05% | 1,554 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.52万 | 0.05% | 765 | 11 | 1.5% | $5,251 | 加仓 |
| CVX | CHEVRON CORP NEW | $36.29万 | 0.04% | 1,824 | 1 | 0.1% | $199 | 加仓 |
| V | VISA INC | $34.77万 | 0.04% | 1,156 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $34.20万 | 0.04% | 3,405 | -2,717 | -44.4% | -$27.29万 | 减仓 |
| ABT | ABBOTT LABS | $32.82万 | 0.04% | 3,190 | -300 | -8.6% | -$3.09万 | 减仓 |
| ESML | ISHARES TR | $32.45万 | 0.04% | 6,821 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.83万 | 0.04% | 718 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.72万 | 0.04% | 3,874 | -600 | -13.4% | -$4.60万 | 减仓 |
| GLD | SPDR GOLD TR | $29.63万 | 0.04% | 690 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $28.95万 | 0.04% | 3,145 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $28.62万 | 0.04% | 4,350 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.94万 | 0.03% | 949 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $27.90万 | 0.03% | 4,694 | 964 | 25.8% | $5.73万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $27.60万 | 0.03% | 4,339 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $27.59万 | 0.03% | 5,315 | 5,315 | — | $27.59万 | 新建仓 |
| ISHG | ISHARES TR | $26.69万 | 0.03% | 3,601 | 3,601 | — | $26.69万 | 新建仓 |
| IWM | ISHARES TR | $26.46万 | 0.03% | 1,053 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.83万 | 0.03% | 2,137 | -1,150 | -35.0% | -$13.90万 | 减仓 |
| NI | NISOURCE INC | $23.68万 | 0.03% | 4,987 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $23.67万 | 0.03% | 1,600 | 1,600 | — | $23.67万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.65万 | 0.03% | 770 | -250 | -24.5% | -$7.68万 | 减仓 |
| SUSA | ISHARES TR | $23.53万 | 0.03% | 1,765 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.16万 | 0.03% | 2,470 | 0 | 0.0% | — | 不变 |
| — | CLOUGH GLOBAL EQUITY FD | $22.90万 | 0.03% | 30,207 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.56万 | 0.03% | 2,423 | -900 | -27.1% | -$8.38万 | 减仓 |
| IJH | ISHARES TR | $21.93万 | 0.03% | 3,217 | 1 | 0.0% | $68 | 加仓 |
| TFC | TRUIST FINL CORP | $21.82万 | 0.03% | 4,626 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.80万 | 0.03% | 2,256 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $21.41万 | 0.03% | 2,710 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.62万 | 0.03% | 2,255 | 5 | 0.2% | $457 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.23万 | 0.03% | 3,973 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $19.53万 | 0.02% | 10,185 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,230 | -100.0% | -$40.29万 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -2,555 | -100.0% | -$37.57万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$31.97万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,863 | -100.0% | -$30.12万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -7,090 | -100.0% | -$28.34万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -923 | -100.0% | -$27.92万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,900 | -100.0% | -$27.67万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -414 | -100.0% | -$24.54万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,505 | -100.0% | -$22.40万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$22.26万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,320 | -100.0% | -$21.94万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -306 | -100.0% | -$21.00万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -8,646 | -100.0% | -$20.58万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,034 | -100.0% | -$20.40万 | 清仓 |