Elwood & Goetz Wealth Advisory Group, LLC
ATHENS GA · SEC CIK 0001752758
$6.76亿2026Q2 申报市值
148持仓数
70.4%前十大占比 · 第一大 15.6%
13 / 6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
FRDM 新建仓+$2,033.11万
VOO 加仓+$808.17万
VEA 加仓+$585.51万
AVMC 加仓+$172.00万
ICSH 加仓+$128.79万
2026Q2 卖出最多 按季末市值估算
XSOE 减仓-$2,086.64万
DIMENSIONAL ETF 减仓-$1,920.48万
HYG 减仓-$246.68万
VNQ 减仓-$108.74万
USHY 减仓-$87.38万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $95.99万 | 0.14% | 2,791 | 2,791 | — | $95.99万 | 新建仓 |
| WMT | WALMART INC | $97.20万 | 0.14% | 8,582 | 620 | 7.8% | $7.02万 | 加仓 |
| PICK | ISHARES INC | $98.35万 | 0.15% | 16,914 | 3,842 | 29.4% | $22.34万 | 加仓 |
| TSLA | TESLA INC | $99.00万 | 0.15% | 2,354 | 52 | 2.3% | $2.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $99.22万 | 0.15% | 4,193 | 1,812 | 76.1% | $42.88万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $105.40万 | 0.16% | 44,511 | -3,909 | -8.1% | -$9.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $110.08万 | 0.16% | 2,143 | 653 | 43.8% | $33.54万 | 加仓 |
| LLY | ELI LILLY & CO | $111.19万 | 0.16% | 927 | -9 | -1.0% | -$1.08万 | 减仓 |
| SON | SONOCO PRODS CO | $117.09万 | 0.17% | 20,779 | 20,779 | — | $117.09万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $117.21万 | 0.17% | 1,253 | 6 | 0.5% | $5,613 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $124.05万 | 0.18% | 4,885 | 687 | 16.4% | $17.45万 | 加仓 |
| CAT | CATERPILLAR INC | $134.07万 | 0.20% | 1,259 | -105 | -7.7% | -$11.18万 | 减仓 |
| HD | HOME DEPOT INC | $139.52万 | 0.21% | 3,956 | -126 | -3.1% | -$4.44万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $141.03万 | 0.21% | 48,698 | 15 | 0.0% | $434 | 加仓 |
| ESGD | ISHARES TR | $143.38万 | 0.21% | 13,946 | -350 | -2.4% | -$3.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $143.90万 | 0.21% | 16,395 | -113 | -0.7% | -$9,918 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $148.38万 | 0.22% | 4,533 | 122 | 2.8% | $3.99万 | 加仓 |
| V | VISA INC | $160.24万 | 0.24% | 4,671 | 640 | 15.9% | $21.96万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $160.69万 | 0.24% | 30,956 | 6,778 | 28.0% | $35.18万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $177.07万 | 0.26% | 50,548 | 4,363 | 9.4% | $15.28万 | 加仓 |
| HYG | ISHARES TR | $189.60万 | 0.28% | 23,709 | -30,846 | -56.5% | -$246.68万 | 减仓 |
| IJH | ISHARES TR | $192.17万 | 0.28% | 24,921 | -2,027 | -7.5% | -$15.63万 | 减仓 |
| GOOG | ALPHABET INC | $196.31万 | 0.29% | 5,556 | 239 | 4.5% | $8.44万 | 加仓 |
| GOOGL | ALPHABET INC | $226.93万 | 0.34% | 6,350 | 148 | 2.4% | $5.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $271.31万 | 0.40% | 5,422 | -270 | -4.7% | -$13.51万 | 减仓 |
| AMZN | AMAZON COM INC | $277.85万 | 0.41% | 11,658 | 1,103 | 10.5% | $26.29万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $291.67万 | 0.43% | 56,328 | -3,645 | -6.1% | -$18.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $316.14万 | 0.47% | 15,800 | 1,867 | 13.4% | $37.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $322.19万 | 0.48% | 16,911 | 4,454 | 35.8% | $84.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $335.93万 | 0.50% | 9,006 | -297 | -3.2% | -$11.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $369.90万 | 0.55% | 12,203 | 319 | 2.7% | $9.67万 | 加仓 |
| IVV | ISHARES TR | $410.86万 | 0.61% | 5,486 | 171 | 3.2% | $12.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $417.58万 | 0.62% | 43,304 | -11,277 | -20.7% | -$108.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $459.03万 | 0.68% | 6,147 | 391 | 6.8% | $29.20万 | 加仓 |
| DLS | WISDOMTREE TR | $476.57万 | 0.70% | 56,877 | 364 | 0.6% | $3.05万 | 加仓 |
| IYW | ISHARES TR | $550.57万 | 0.81% | 21,828 | 161 | 0.7% | $4.06万 | 加仓 |
| AAPL | APPLE INC | $661.84万 | 0.98% | 22,873 | 652 | 2.9% | $18.87万 | 加仓 |
| VO | VANGUARD INDEX FDS | $863.20万 | 1.28% | 107,137 | 949 | 0.9% | $7.65万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $865.79万 | 1.28% | 239,633 | -4,098 | -1.7% | -$14.81万 | 减仓 |
| IJR | ISHARES TR | $870.86万 | 1.29% | 58,719 | -1,223 | -2.0% | -$18.14万 | 减仓 |
| XSOE | WISDOMTREE TR | $957.97万 | 1.42% | 194,788 | -424,287 | -68.5% | -$2,086.64万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,139.29万 | 1.69% | 133,266 | 1,339 | 1.0% | $11.45万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,269.94万 | 1.88% | 344,437 | -1,308 | -0.4% | -$4.82万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,407.17万 | 2.08% | 508,004 | -2,698 | -0.5% | -$7.47万 | 减仓 |
| NFLT | ETFIS SER TR I | $1,757.34万 | 2.60% | 765,724 | -23,017 | -2.9% | -$52.82万 | 减仓 |
| FRDM | EA SERIES TRUST | $2,033.11万 | 3.01% | 278,890 | 278,890 | — | $2,033.11万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $2,182.67万 | 3.23% | 58,985 | 2,124 | 3.7% | $78.60万 | 加仓 |
| ICSH | ISHARES TR | $2,189.64万 | 3.24% | 432,906 | 25,462 | 6.2% | $128.79万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $3,539.07万 | 5.24% | 441,006 | 21,433 | 5.1% | $172.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,696.42万 | 6.95% | 1,795,268 | -734,130 | -29.0% | -$1,920.48万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $5,040.00万 | 7.46% | 687,210 | 2,997 | 0.4% | $21.98万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,341.01万 | 7.90% | 446,871 | 10,263 | 2.4% | $122.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.03亿 | 15.20% | 149,633 | 11,767 | 8.5% | $808.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.05亿 | 15.61% | 1,480,541 | 82,177 | 5.9% | $585.51万 | 加仓 |