WestHill Financial Advisors, Inc.
San Rafael CA · SEC CIK 0001759641
$5.23亿2026Q1 申报市值
76持仓数
81.7%前十大占比 · 第一大 17.7%
2 / 7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
VONG 加仓+$319.52万
FBND 加仓+$259.98万
SCHR 加仓+$238.98万
VOO 加仓+$145.98万
IWP 加仓+$89.63万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$106.62万
FICO 清仓-$27.73万
IAU 清仓-$24.71万
AAPL 减仓-$24.49万
ORCL 清仓-$23.17万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9,233.99万 | 17.66% | 154,531 | 2,443 | 1.6% | $145.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,182.48万 | 13.73% | 654,798 | 29,129 | 4.7% | $319.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $7,030.28万 | 13.44% | 749,976 | -1,690 | -0.2% | -$15.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,010.77万 | 13.41% | 1,094,065 | -16,638 | -1.5% | -$106.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,084.65万 | 7.81% | 895,365 | 56,989 | 6.8% | $259.98万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,075.75万 | 5.88% | 1,234,746 | 95,937 | 8.4% | $238.98万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,528.59万 | 2.92% | 282,811 | 3,574 | 1.3% | $19.32万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,433.76万 | 2.74% | 632,171 | 36,069 | 6.1% | $81.80万 | 加仓 |
| IWS | ISHARES TR | $1,096.18万 | 2.10% | 75,215 | 410 | 0.5% | $5.98万 | 加仓 |
| IWP | ISHARES TR | $1,068.74万 | 2.04% | 83,417 | 6,996 | 9.2% | $89.63万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $973.76万 | 1.86% | 58,233 | -937 | -1.6% | -$15.67万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $955.11万 | 1.83% | 41,701 | 705 | 1.7% | $16.15万 | 加仓 |
| AAPL | APPLE INC | $951.92万 | 1.82% | 37,508 | -965 | -2.5% | -$24.49万 | 减仓 |
| MINT | PIMCO ETF TR | $801.57万 | 1.53% | 79,703 | 4,521 | 6.0% | $45.47万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $730.80万 | 1.40% | 82,390 | 4,247 | 5.4% | $37.67万 | 加仓 |
| IVV | ISHARES TR | $388.86万 | 0.74% | 5,953 | -116 | -1.9% | -$7.58万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $353.92万 | 0.68% | 228,333 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $336.34万 | 0.64% | 86,551 | -287 | -0.3% | -$1.12万 | 减仓 |
| AMZN | AMAZON COM INC | $270.15万 | 0.52% | 12,971 | 4,038 | 45.2% | $84.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $236.01万 | 0.45% | 6,376 | -156 | -2.4% | -$5.77万 | 减仓 |
| IWD | ISHARES TR | $213.24万 | 0.41% | 9,980 | -276 | -2.7% | -$5.90万 | 减仓 |
| AGG | ISHARES TR | $173.10万 | 0.33% | 17,437 | 560 | 3.3% | $5.56万 | 加仓 |
| IWR | ISHARES TR | $166.71万 | 0.32% | 17,146 | -236 | -1.4% | -$2.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $158.66万 | 0.30% | 9,098 | -27 | -0.3% | -$4,709 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $149.06万 | 0.29% | 14,881 | -682 | -4.4% | -$6.83万 | 减仓 |
| IWF | ISHARES TR | $120.69万 | 0.23% | 2,830 | -142 | -4.8% | -$6.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.65万 | 0.22% | 1,171 | -21 | -1.8% | -$2.09万 | 减仓 |
| TSLA | TESLA INC | $116.62万 | 0.22% | 3,137 | -262 | -7.7% | -$9.74万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $116.37万 | 0.22% | 6,709 | -22 | -0.3% | -$3,816 | 减仓 |
| PYLD | PIMCO ETF TR | $115.32万 | 0.22% | 44,016 | 520 | 1.2% | $1.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $103.36万 | 0.20% | 4,996 | -334 | -6.3% | -$6.91万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $100.86万 | 0.19% | 14,223 | -479 | -3.3% | -$3.40万 | 减仓 |
| CAT | CATERPILLAR INC | $99.96万 | 0.19% | 1,411 | -25 | -1.7% | -$1.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.24万 | 0.18% | 3,204 | -5 | -0.2% | -$1,471 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.90万 | 0.17% | 1,897 | -2 | -0.1% | -$958 | 减仓 |
| GOOG | ALPHABET INC | $81.83万 | 0.16% | 2,853 | -78 | -2.7% | -$2.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $79.57万 | 0.15% | 2,480 | -160 | -6.1% | -$5.13万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $79.22万 | 0.15% | 3,995 | -30 | -0.7% | -$5,949 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $74.68万 | 0.14% | 15,411 | -315 | -2.0% | -$1.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $71.54万 | 0.14% | 27,900 | -592 | -2.1% | -$1.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $59.19万 | 0.11% | 1,025 | 2 | 0.2% | $1,155 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $54.18万 | 0.10% | 7,647 | 608 | 8.6% | $4.31万 | 加仓 |
| EFA | ISHARES TR | $53.84万 | 0.10% | 5,544 | -78 | -1.4% | -$7,576 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.35万 | 0.10% | 774 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $49.66万 | 0.09% | 2,927 | 11 | 0.4% | $1,866 | 加仓 |
| GOOGL | ALPHABET INC | $49.53万 | 0.09% | 1,722 | -16 | -0.9% | -$4,602 | 减仓 |
| ABBV | ABBVIE INC | $46.91万 | 0.09% | 2,157 | 34 | 1.6% | $7,395 | 加仓 |
| V | VISA INC | $46.55万 | 0.09% | 1,540 | 1 | 0.1% | $302 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $43.96万 | 0.08% | 4,468 | 2 | 0.0% | $197 | 加仓 |
| META | META PLATFORMS INC | $43.54万 | 0.08% | 761 | -3 | -0.4% | -$1,716 | 减仓 |
| PCG | PG&E CORP | $43.11万 | 0.08% | 24,536 | -153 | -0.6% | -$2,688 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.52万 | 0.08% | 475 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $40.93万 | 0.08% | 2,834 | -22 | -0.8% | -$3,177 | 减仓 |
| CSCO | CISCO SYS INC | $38.09万 | 0.07% | 4,909 | -86 | -1.7% | -$6,673 | 减仓 |
| IEI | ISHARES TR | $36.69万 | 0.07% | 3,094 | -5 | -0.2% | -$593 | 减仓 |
| GLD | SPDR GOLD TR | $36.49万 | 0.07% | 848 | -8 | -0.9% | -$3,442 | 减仓 |
| AVGO | BROADCOM INC | $34.94万 | 0.07% | 1,129 | 1 | 0.1% | $310 | 加仓 |
| DHR | DANAHER CORP DEL | $32.91万 | 0.06% | 1,736 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.16万 | 0.06% | 357 | 3 | 0.8% | $2,619 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.77万 | 0.06% | 1,218 | -84 | -6.5% | -$2.05万 | 减仓 |
| VST | VISTRA CORP | $29.03万 | 0.06% | 1,931 | -5 | -0.3% | -$752 | 减仓 |
| IJH | ISHARES TR | $28.44万 | 0.05% | 4,212 | -184 | -4.2% | -$1.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.35万 | 0.05% | 1,914 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $27.65万 | 0.05% | 16,168 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.79万 | 0.05% | 545 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $26.59万 | 0.05% | 1,822 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $25.24万 | 0.05% | 2,686 | -383 | -12.5% | -$3.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.06万 | 0.05% | 1,232 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $22.68万 | 0.04% | 4,461 | -17 | -0.4% | -$864 | 减仓 |
| SLV | ISHARES SILVER TR | $22.50万 | 0.04% | 3,302 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.67万 | 0.04% | 728 | 12 | 1.7% | $3,408 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $20.40万 | 0.04% | 1,690 | 1,690 | — | $20.40万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.36万 | 0.04% | 3,261 | -252 | -7.2% | -$1.57万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $20.32万 | 0.04% | 4,048 | 4,048 | — | $20.32万 | 新建仓 |
| — | INVESCO CALIF VALUE MUN INCO | $12.45万 | 0.02% | 11,925 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $8.03万 | 0.02% | 17,082 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$27.73万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,044 | -100.0% | -$24.71万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,189 | -100.0% | -$23.17万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$21.54万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -5,186 | -100.0% | -$21.49万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -565 | -100.0% | -$20.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,653 | -100.0% | -$20.71万 | 清仓 |