Elwood & Goetz Wealth Advisory Group, LLC
ATHENS GA · SEC CIK 0001752758
$5.89亿2026Q1 申报市值
138持仓数
72.0%前十大占比 · 第一大 15.2%
10 / 6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
DIMENSIONAL ETF 加仓+$363.68万
NFLT 加仓+$297.45万
AVSC 加仓+$296.20万
AVMC 加仓+$184.62万
VGT 加仓+$165.08万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$163.86万
BLOK 清仓-$58.58万
VNQ 减仓-$49.98万
HYG 减仓-$40.81万
BX 清仓-$37.66万
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 |
|---|---|---|---|---|---|---|---|---|
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -10,297 | -100.0% | -$58.58万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$37.66万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$33.91万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,437 | -100.0% | -$30.36万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | -8,693 | -100.0% | -$23.18万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,495 | -100.0% | -$21.46万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETN | EATON CORP PLC | $20.21万 | 0.03% | 565 | 565 | — | $20.21万 | 新建仓 |
| ING | ING GROEP N.V. | $20.61万 | 0.03% | 7,910 | 103 | 1.3% | $2,683 | 加仓 |
| IDV | ISHARES TR | $21.03万 | 0.04% | 4,942 | 4,942 | — | $21.03万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.46万 | 0.04% | 653 | -60 | -8.4% | -$1.97万 | 减仓 |
| BP | BP PLC | $22.01万 | 0.04% | 4,683 | 4,683 | — | $22.01万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.08万 | 0.04% | 365 | 2 | 0.6% | $1,210 | 重新持有 |
| MRK | MERCK & CO INC | $22.17万 | 0.04% | 1,843 | 1,843 | — | $22.17万 | 新建仓 |
| DEM | WISDOMTREE TR | $23.16万 | 0.04% | 4,662 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $23.28万 | 0.04% | 4,135 | 45 | 1.1% | $2,534 | 加仓 |
| HSY | HERSHEY CO | $23.35万 | 0.04% | 1,123 | -23 | -2.0% | -$4,781 | 减仓 |
| NFLX | NETFLIX INC. | $23.84万 | 0.04% | 2,479 | 2,307 | 1,341.3% | $22.18万 | 重新持有 |
| EMXC | ISHARES INC | $24.12万 | 0.04% | 3,067 | -37 | -1.2% | -$2,910 | 减仓 |
| UNP | UNION PAC CORP | $24.72万 | 0.04% | 1,019 | 78 | 8.3% | $1.89万 | 加仓 |
| MMM | 3M CO | $24.85万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $24.98万 | 0.04% | 1,544 | -11 | -0.7% | -$1,780 | 减仓 |
| XVV | ISHARES TR | $25.03万 | 0.04% | 5,085 | -453 | -8.2% | -$2.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $25.32万 | 0.04% | 2,466 | -241 | -8.9% | -$2.47万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.73万 | 0.05% | 616 | 39 | 6.8% | $1.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.88万 | 0.05% | 1,299 | 1,299 | — | $26.88万 | 新建仓 |
| IWD | ISHARES TR | $26.88万 | 0.05% | 1,258 | 134 | 11.9% | $2.86万 | 加仓 |
| CSX | CSX CORP | $26.90万 | 0.05% | 6,553 | 69 | 1.1% | $2,832 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.23万 | 0.05% | 3,626 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $27.26万 | 0.05% | 1,206 | 76 | 6.7% | $1.72万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.94万 | 0.05% | 606 | 1 | 0.2% | $461 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.95万 | 0.05% | 827 | 11 | 1.3% | $3,717 | 加仓 |
| XEL | XCEL ENERGY INC | $28.32万 | 0.05% | 3,565 | 16 | 0.5% | $1,271 | 加仓 |
| IWN | ISHARES TR | $28.57万 | 0.05% | 1,507 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $28.58万 | 0.05% | 672 | 40 | 6.3% | $1.70万 | 加仓 |
| IWP | ISHARES TR | $28.80万 | 0.05% | 2,248 | 142 | 6.7% | $1.82万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.32万 | 0.05% | 751 | 22 | 3.0% | $8,589 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.47万 | 0.05% | 5,870 | -1,175 | -16.7% | -$5.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $29.88万 | 0.05% | 1,041 | 8 | 0.8% | $2,296 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.23万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.81万 | 0.05% | 353 | 17 | 5.1% | $1.48万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $30.94万 | 0.05% | 1,487 | 591 | 66.0% | $12.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $31.87万 | 0.05% | 929 | 11 | 1.2% | $3,774 | 加仓 |
| IWS | ISHARES TR | $31.98万 | 0.05% | 2,194 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $32.68万 | 0.06% | 423 | -41 | -8.8% | -$3.17万 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.71万 | 0.06% | 1,651 | 21 | 1.3% | $4,161 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.06万 | 0.06% | 391 | -1 | -0.3% | -$846 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $33.15万 | 0.06% | 3,552 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $34.03万 | 0.06% | 7,483 | 1,159 | 18.3% | $5.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.09万 | 0.06% | 1,756 | 42 | 2.5% | $8,154 | 加仓 |
| IAU | ISHARES GOLD TR | $34.37万 | 0.06% | 3,899 | 3,899 | — | $34.37万 | 新建仓 |
| GLD | SPDR GOLD TR | $34.40万 | 0.06% | 800 | -212 | -20.9% | -$9.12万 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.55万 | 0.06% | 1,011 | 1,011 | — | $34.55万 | 新建仓 |
| ORCL | ORACLE CORP | $34.66万 | 0.06% | 2,356 | 261 | 12.5% | $3.84万 | 加仓 |
| MCD | MCDONALDS CORP | $35.20万 | 0.06% | 1,133 | 67 | 6.3% | $2.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.88万 | 0.06% | 2,594 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $36.27万 | 0.06% | 246 | 246 | — | $36.27万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $37.68万 | 0.06% | 5,614 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $37.84万 | 0.06% | 2,676 | 237 | 9.7% | $3.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.48万 | 0.07% | 2,664 | 21 | 0.8% | $3,033 | 加仓 |
| EFA | ISHARES TR | $39.30万 | 0.07% | 4,046 | 5 | 0.1% | $486 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $39.63万 | 0.07% | 6,742 | 107 | 1.6% | $6,289 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $40.57万 | 0.07% | 12,845 | -522 | -3.9% | -$1.65万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $40.84万 | 0.07% | 5,693 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.45万 | 0.07% | 10,667 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.95万 | 0.07% | 5,089 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $42.32万 | 0.07% | 2,495 | -397 | -13.7% | -$6.73万 | 减仓 |
| GE | GE AEROSPACE | $43.13万 | 0.07% | 1,520 | -105 | -6.5% | -$2.98万 | 减仓 |
| MS | MORGAN STANLEY | $45.92万 | 0.08% | 2,790 | 62 | 2.3% | $1.02万 | 加仓 |
| META | META PLATFORMS INC | $46.48万 | 0.08% | 812 | 46 | 6.0% | $2.63万 | 加仓 |
| ARKW | ARK ETF TR | $47.05万 | 0.08% | 3,901 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $48.08万 | 0.08% | 364 | 19 | 5.5% | $2.51万 | 加仓 |
| SO | SOUTHERN CO | $50.22万 | 0.09% | 5,203 | 98 | 1.9% | $9,459 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.29万 | 0.09% | 1,023 | -8 | -0.8% | -$3,933 | 减仓 |
| GLW | CORNING INC | $50.80万 | 0.09% | 3,736 | -278 | -6.9% | -$3.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.21万 | 0.09% | 2,381 | 2,381 | — | $51.21万 | 新建仓 |
| ESML | ISHARES TR | $52.17万 | 0.09% | 11,095 | 2,384 | 27.4% | $11.21万 | 加仓 |
| AVGO | BROADCOM INC | $55.11万 | 0.09% | 1,780 | 259 | 17.0% | $8.02万 | 加仓 |
| KO | COCA COLA CO | $55.92万 | 0.09% | 7,353 | 344 | 4.9% | $2.62万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $57.00万 | 0.10% | 12,522 | 1,200 | 10.6% | $5.46万 | 加仓 |
| ITOT | ISHARES TR | $58.54万 | 0.10% | 4,110 | 185 | 4.7% | $2.63万 | 加仓 |
| DE | DEERE & CO | $59.37万 | 0.10% | 1,054 | 18 | 1.7% | $1.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $59.78万 | 0.10% | 8,404 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $60.98万 | 0.10% | 1,430 | 85 | 6.3% | $3.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $61.43万 | 0.10% | 2,031 | -30 | -1.5% | -$9,074 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $61.50万 | 0.10% | 18,663 | -732 | -3.8% | -$2.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.93万 | 0.11% | 2,555 | -460 | -15.3% | -$11.15万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $63.40万 | 0.11% | 1,049 | -23 | -2.1% | -$1.39万 | 减仓 |
| LOW | LOWES COS INC | $63.76万 | 0.11% | 2,699 | 5 | 0.2% | $1,181 | 加仓 |
| T | AT&T INC | $68.14万 | 0.12% | 23,506 | -5,603 | -19.2% | -$16.24万 | 减仓 |
| PICK | ISHARES INC | $73.97万 | 0.13% | 13,072 | -3,925 | -23.1% | -$22.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $74.47万 | 0.13% | 1,490 | 895 | 150.4% | $44.73万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $76.78万 | 0.13% | 8,147 | 5,048 | 162.9% | $47.57万 | 加仓 |
| IJJ | ISHARES TR | $77.25万 | 0.13% | 5,830 | -279 | -4.6% | -$3.70万 | 减仓 |
| BIL | SPDR SERIES TRUST | $77.79万 | 0.13% | 8,489 | 8,489 | — | $77.79万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $81.02万 | 0.14% | 1,855 | 38 | 2.1% | $1.66万 | 加仓 |
| TSLA | TESLA INC | $85.57万 | 0.15% | 2,302 | 73 | 3.3% | $2.71万 | 加仓 |
| LLY | ELI LILLY & CO | $86.09万 | 0.15% | 936 | 499 | 114.2% | $45.90万 | 加仓 |