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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$27.26万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,019 | -100.0% | -$24.72万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,479 | -100.0% | -$23.84万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,123 | -100.0% | -$23.35万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -365 | -100.0% | -$22.08万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,683 | -100.0% | -$22.01万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.91万 | 0.01% | 10,143 | 10,143 | — | $5.91万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.06万 | 0.03% | 483 | -133 | -21.6% | -$5.52万 | 减仓 |
| SYK | STRYKER CORPORATION | $20.28万 | 0.03% | 644 | -9 | -1.4% | -$2,834 | 减仓 |
| IDV | ISHARES TR | $20.47万 | 0.03% | 4,942 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $20.55万 | 0.03% | 597 | 597 | — | $20.55万 | 新建仓 |
| CATH | GLOBAL X FDS | $21.13万 | 0.03% | 2,388 | 2,388 | — | $21.13万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.16万 | 0.03% | 287 | 287 | — | $21.16万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.50万 | 0.03% | 3,773 | 3,773 | — | $21.50万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.66万 | 0.03% | 1,367 | 68 | 5.2% | $1.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.71万 | 0.03% | 391 | 391 | — | $22.71万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.30万 | 0.03% | 586 | -20 | -3.3% | -$7,954 | 减仓 |
| DEM | WISDOMTREE TR | $23.95万 | 0.04% | 4,453 | -209 | -4.5% | -$1.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.64万 | 0.04% | 5,819 | -51 | -0.9% | -$2,159 | 减仓 |
| EMXC | ISHARES INC | $24.83万 | 0.04% | 2,427 | -640 | -20.9% | -$6.55万 | 减仓 |
| MRK | MERCK & CO INC | $25.25万 | 0.04% | 1,965 | 122 | 6.6% | $1.57万 | 加仓 |
| ING | ING GROEP N.V. | $25.32万 | 0.04% | 8,069 | 159 | 2.0% | $4,989 | 加仓 |
| BLK | BLACKROCK INC | $25.47万 | 0.04% | 265 | 65 | 32.5% | $6.25万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $25.74万 | 0.04% | 632 | -40 | -6.0% | -$1.63万 | 减仓 |
| ETN | EATON CORP PLC | $25.95万 | 0.04% | 609 | 44 | 7.8% | $1.87万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.06万 | 0.04% | 418 | -5 | -1.2% | -$3,118 | 减仓 |
| SMH | VANECK ETF TRUST | $26.63万 | 0.04% | 406 | 406 | — | $26.63万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $27.90万 | 0.04% | 977 | -510 | -34.3% | -$14.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.30万 | 0.04% | 3,119 | 653 | 26.5% | $5.93万 | 加仓 |
| MMM | 3M CO | $28.63万 | 0.04% | 1,768 | 57 | 3.3% | $9,229 | 加仓 |
| XEL | XCEL ENERGY INC | $29.01万 | 0.04% | 3,613 | 48 | 1.3% | $3,854 | 加仓 |
| IAU | ISHARES GOLD TR | $29.77万 | 0.04% | 3,942 | 43 | 1.1% | $3,247 | 加仓 |
| MCD | MCDONALDS CORP | $29.92万 | 0.04% | 1,107 | -26 | -2.3% | -$7,027 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.37万 | 0.04% | 4,140 | 5 | 0.1% | $367 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.37万 | 0.04% | 3,626 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $30.50万 | 0.05% | 1,258 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $31.06万 | 0.05% | 1,587 | -64 | -3.9% | -$1.25万 | 减仓 |
| CSX | CSX CORP | $31.27万 | 0.05% | 6,580 | 27 | 0.4% | $1,283 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $32.78万 | 0.05% | 1,042 | 1 | 0.1% | $315 | 加仓 |
| IWP | ISHARES TR | $33.12万 | 0.05% | 2,262 | 14 | 0.6% | $2,050 | 加仓 |
| ORCL | ORACLE CORP | $33.19万 | 0.05% | 2,265 | -91 | -3.9% | -$1.33万 | 减仓 |
| IWN | ISHARES TR | $33.33万 | 0.05% | 1,507 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.23万 | 0.05% | 2,504 | 9 | 0.4% | $1,230 | 加仓 |
| RY | ROYAL BK CDA | $34.23万 | 0.05% | 1,654 | 110 | 7.1% | $2.28万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $34.46万 | 0.05% | 3,557 | 5 | 0.1% | $484 | 加仓 |
| RTX | RTX CORPORATION | $34.96万 | 0.05% | 1,842 | 83 | 4.7% | $1.58万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $35.15万 | 0.05% | 992 | 63 | 6.8% | $2.23万 | 加仓 |
| XVV | ISHARES TR | $35.32万 | 0.05% | 6,220 | 1,135 | 22.3% | $6.45万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $36.52万 | 0.05% | 1,820 | 840 | 85.7% | $16.85万 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $36.57万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $36.66万 | 0.05% | 2,227 | 33 | 1.5% | $5,432 | 加仓 |
| INTC | INTEL CORP | $38.97万 | 0.06% | 2,791 | 2,791 | — | $38.97万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $39.01万 | 0.06% | 2,660 | -4 | -0.2% | -$587 | 减仓 |
| ESGE | ISHARES INC | $39.18万 | 0.06% | 7,164 | -319 | -4.3% | -$1.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.26万 | 0.06% | 822 | -5 | -0.6% | -$2,388 | 减仓 |
| EFA | ISHARES TR | $41.69万 | 0.06% | 4,013 | -33 | -0.8% | -$3,428 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $42.08万 | 0.06% | 5,614 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $42.83万 | 0.06% | 6,810 | 68 | 1.0% | $4,277 | 加仓 |
| GEV | GE VERNOVA INC | $43.12万 | 0.06% | 367 | 14 | 4.0% | $1.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.78万 | 0.06% | 433 | 42 | 10.7% | $4.25万 | 加仓 |
| ESGU | ISHARES TR | $44.53万 | 0.07% | 2,721 | 45 | 1.7% | $7,365 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.68万 | 0.07% | 2,847 | 253 | 9.8% | $3.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.46万 | 0.07% | 10,474 | -193 | -1.8% | -$8,561 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $46.69万 | 0.07% | 11,969 | -876 | -6.8% | -$3.42万 | 减仓 |
| KLAC | KLA CORP | $46.84万 | 0.07% | 1,552 | -908 | -36.9% | -$27.40万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $46.88万 | 0.07% | 5,693 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $47.28万 | 0.07% | 22,843 | -663 | -2.8% | -$1.37万 | 减仓 |
| META | META PLATFORMS INC | $47.68万 | 0.07% | 846 | 34 | 4.2% | $1.92万 | 加仓 |
| GLD | SPDR GOLD TR | $48.68万 | 0.07% | 1,322 | 522 | 65.2% | $19.22万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $49.38万 | 0.07% | 5,577 | 488 | 9.6% | $4.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.48万 | 0.07% | 987 | -36 | -3.5% | -$1.80万 | 减仓 |
| SO | SOUTHERN CO | $49.93万 | 0.07% | 5,217 | 14 | 0.3% | $1,340 | 加仓 |
| TXN | TEXAS INSTRS INC | $51.69万 | 0.08% | 1,734 | -22 | -1.3% | -$6,558 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $53.34万 | 0.08% | 1,047 | -2 | -0.2% | -$1,019 | 减仓 |
| ARKW | ARK ETF TR | $56.51万 | 0.08% | 3,901 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.85万 | 0.08% | 745 | -6 | -0.8% | -$4,579 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $57.33万 | 0.08% | 15,811 | -2,852 | -15.3% | -$10.34万 | 减仓 |
| MS | MORGAN STANLEY | $58.14万 | 0.09% | 2,781 | -9 | -0.3% | -$1,882 | 减仓 |
| SPYD | SPDR SERIES TRUST | $58.86万 | 0.09% | 12,337 | -185 | -1.5% | -$8,826 | 减仓 |
| LOW | LOWES COS INC | $59.60万 | 0.09% | 2,703 | 4 | 0.1% | $882 | 加仓 |
| GE | GE AEROSPACE | $60.66万 | 0.09% | 1,623 | 103 | 6.8% | $3.85万 | 加仓 |
| SHYG | ISHARES TR | $61.21万 | 0.09% | 14,432 | 14,432 | — | $61.21万 | 新建仓 |
| ESML | ISHARES TR | $61.63万 | 0.09% | 11,020 | -75 | -0.7% | -$4,195 | 减仓 |
| KO | COCA COLA CO | $62.56万 | 0.09% | 7,698 | 345 | 4.7% | $2.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.07万 | 0.10% | 8,145 | -259 | -3.1% | -$2.13万 | 减仓 |
| ITOT | ISHARES TR | $67.45万 | 0.10% | 4,106 | -4 | -0.1% | -$657 | 减仓 |
| AVGO | BROADCOM INC | $70.05万 | 0.10% | 1,854 | 74 | 4.2% | $2.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $70.49万 | 0.10% | 2,084 | 53 | 2.6% | $1.79万 | 加仓 |
| IWF | ISHARES TR | $71.03万 | 0.11% | 5,720 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $71.22万 | 0.11% | 11,932 | 11,932 | — | $71.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.68万 | 0.11% | 2,620 | 65 | 2.5% | $1.83万 | 加仓 |
| ASML | ASML HLDG NV | $74.21万 | 0.11% | 373 | 9 | 2.5% | $1.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.22万 | 0.11% | 1,068 | 57 | 5.6% | $4.12万 | 加仓 |
| BIL | SPDR SERIES TRUST | $77.66万 | 0.11% | 8,475 | -14 | -0.2% | -$1,283 | 减仓 |
| USHY | ISHARES TR | $80.58万 | 0.12% | 21,766 | -23,603 | -52.0% | -$87.38万 | 减仓 |
| DE | DEERE & CO | $83.88万 | 0.12% | 1,322 | 268 | 25.4% | $17.01万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $85.64万 | 0.13% | 8,721 | 574 | 7.0% | $5.64万 | 加仓 |
| IJJ | ISHARES TR | $86.13万 | 0.13% | 5,830 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $89.88万 | 0.13% | 10,434 | -696 | -6.3% | -$6.00万 | 减仓 |
| GLW | CORNING INC | $95.71万 | 0.14% | 3,747 | 11 | 0.3% | $2,810 | 加仓 |