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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $32.68万 | 0.06% | 423 | -41 | -8.8% | -$3.17万 | 减仓 |
| IWS | ISHARES TR | $31.98万 | 0.05% | 2,194 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $31.87万 | 0.05% | 929 | 11 | 1.2% | $3,774 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $30.94万 | 0.05% | 1,487 | 591 | 66.0% | $12.30万 | 加仓 |
| GEV | GE VERNOVA INC | $30.81万 | 0.05% | 353 | 17 | 5.1% | $1.48万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.23万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $29.88万 | 0.05% | 1,041 | 8 | 0.8% | $2,296 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.47万 | 0.05% | 5,870 | -1,175 | -16.7% | -$5.90万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.32万 | 0.05% | 751 | 22 | 3.0% | $8,589 | 加仓 |
| IWP | ISHARES TR | $28.80万 | 0.05% | 2,248 | 142 | 6.7% | $1.82万 | 加仓 |
| SPGI | S&P GLOBAL INC | $28.58万 | 0.05% | 672 | 40 | 6.3% | $1.70万 | 加仓 |
| IWN | ISHARES TR | $28.57万 | 0.05% | 1,507 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $28.32万 | 0.05% | 3,565 | 16 | 0.5% | $1,271 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.95万 | 0.05% | 827 | 11 | 1.3% | $3,717 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.94万 | 0.05% | 606 | 1 | 0.2% | $461 | 加仓 |
| — | HONEYWELL INTL INC | $27.26万 | 0.05% | 1,206 | 76 | 6.7% | $1.72万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.23万 | 0.05% | 3,626 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $26.90万 | 0.05% | 6,553 | 69 | 1.1% | $2,832 | 加仓 |
| IWD | ISHARES TR | $26.88万 | 0.05% | 1,258 | 134 | 11.9% | $2.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.88万 | 0.05% | 1,299 | 1,299 | — | $26.88万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.73万 | 0.05% | 616 | 39 | 6.8% | $1.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.32万 | 0.04% | 2,466 | -241 | -8.9% | -$2.47万 | 减仓 |
| XVV | ISHARES TR | $25.03万 | 0.04% | 5,085 | -453 | -8.2% | -$2.23万 | 减仓 |
| RY | ROYAL BK CDA | $24.98万 | 0.04% | 1,544 | -11 | -0.7% | -$1,780 | 减仓 |
| MMM | 3M CO | $24.85万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.72万 | 0.04% | 1,019 | 78 | 8.3% | $1.89万 | 加仓 |
| EMXC | ISHARES INC | $24.12万 | 0.04% | 3,067 | -37 | -1.2% | -$2,910 | 减仓 |
| NFLX | NETFLIX INC. | $23.84万 | 0.04% | 2,479 | 2,307 | 1,341.3% | $22.18万 | 重新持有 |
| HSY | HERSHEY CO | $23.35万 | 0.04% | 1,123 | -23 | -2.0% | -$4,781 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.28万 | 0.04% | 4,135 | 45 | 1.1% | $2,534 | 加仓 |
| DEM | WISDOMTREE TR | $23.16万 | 0.04% | 4,662 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $22.17万 | 0.04% | 1,843 | 1,843 | — | $22.17万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.08万 | 0.04% | 365 | 2 | 0.6% | $1,210 | 重新持有 |
| BP | BP PLC | $22.01万 | 0.04% | 4,683 | 4,683 | — | $22.01万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.46万 | 0.04% | 653 | -60 | -8.4% | -$1.97万 | 减仓 |
| IDV | ISHARES TR | $21.03万 | 0.04% | 4,942 | 4,942 | — | $21.03万 | 新建仓 |
| ING | ING GROEP N.V. | $20.61万 | 0.03% | 7,910 | 103 | 1.3% | $2,683 | 加仓 |
| ETN | EATON CORP PLC | $20.21万 | 0.03% | 565 | 565 | — | $20.21万 | 新建仓 |
| 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 |