Sellwood Investment Partners LLC
PORTLAND OR · SEC CIK 0001763958
$2.54亿2026Q1 申报市值
59持仓数
79.7%前十大占比 · 第一大 18.0%
1 / 1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
VEA 新建仓+$255.60万
ESGV 加仓+$126.78万
VOO 加仓+$120.76万
VXF 加仓+$85.88万
STIP 加仓+$76.73万
2026Q1 卖出最多 按季末市值估算
VTIP 减仓-$149.01万
VXUS 减仓-$120.28万
EDV 减仓-$92.03万
VTI 减仓-$84.31万
BND 减仓-$80.88万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -105 | -100.0% | -$9,786 | 清仓 |
| IWM | ISHARES TR | $1,240 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $2,334 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $3,052 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $8,850 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1.05万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1.17万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1.32万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $1.39万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.56万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $2.09万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2.24万 | 0.01% | 404 | 3 | 0.7% | $166 | 加仓 |
| MRK | MERCK & CO INC | $2.41万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.75万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $4.60万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $5.24万 | 0.02% | 74 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.49万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $7.51万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $8.01万 | 0.03% | 387 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $12.09万 | 0.05% | 616 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $13.99万 | 0.06% | 328 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $14.04万 | 0.06% | 489 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $14.10万 | 0.06% | 660 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $24.56万 | 0.10% | 2,769 | 5 | 0.2% | $443 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.77万 | 0.10% | 517 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $27.30万 | 0.11% | 418 | 397 | 1,890.5% | $25.93万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $32.56万 | 0.13% | 7,684 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $36.03万 | 0.14% | 6,938 | -132 | -1.9% | -$6,855 | 减仓 |
| CATH | GLOBAL X FDS | $52.24万 | 0.21% | 6,685 | 131 | 2.0% | $1.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $66.75万 | 0.26% | 15,743 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $67.33万 | 0.27% | 21,423 | 3,548 | 19.8% | $11.15万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $72.80万 | 0.29% | 12,435 | -606 | -4.6% | -$3.55万 | 减仓 |
| SGOV | ISHARES TR | $92.93万 | 0.37% | 9,232 | 53 | 0.6% | $5,335 | 加仓 |
| — | BNY MELLON ETF TRUST | $109.37万 | 0.43% | 23,070 | 36 | 0.2% | $1,707 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $125.39万 | 0.49% | 9,065 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $140.96万 | 0.56% | 58,081 | 8,841 | 18.0% | $21.46万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.57% | 2 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $167.80万 | 0.66% | 40,838 | 115 | 0.3% | $4,725 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $174.61万 | 0.69% | 70,097 | 19,139 | 37.6% | $47.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $231.64万 | 0.91% | 31,456 | -10,983 | -25.9% | -$80.88万 | 减仓 |
| IWB | ISHARES TR | $238.54万 | 0.94% | 6,690 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $250.62万 | 0.99% | 24,231 | 7,419 | 44.1% | $76.73万 | 加仓 |
| ACWI | ISHARES TR | $252.19万 | 0.99% | 18,226 | -1,682 | -8.4% | -$23.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $255.60万 | 1.01% | 39,888 | 39,888 | — | $255.60万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $256.59万 | 1.01% | 12,468 | 4,173 | 50.3% | $85.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $304.83万 | 1.20% | 9,502 | -2,628 | -21.7% | -$84.31万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $332.85万 | 1.31% | 66,717 | 403 | 0.6% | $2.01万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $355.44万 | 1.40% | 45,331 | -309 | -0.7% | -$2.42万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $528.95万 | 2.08% | 76,904 | 1,858 | 2.5% | $12.78万 | 加仓 |
| AGG | ISHARES TR | $693.52万 | 2.73% | 69,862 | -4,534 | -6.1% | -$45.01万 | 减仓 |
| EDV | VANGUARD WORLD FD | $740.41万 | 2.92% | 113,998 | -14,169 | -11.1% | -$92.03万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $786.91万 | 3.10% | 105,314 | 4,268 | 4.2% | $31.89万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $951.02万 | 3.75% | 159,701 | -417 | -0.3% | -$2.48万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,693.53万 | 6.67% | 608,089 | -1,941 | -0.3% | -$5.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,703.86万 | 6.71% | 220,965 | -15,599 | -6.6% | -$120.28万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,965.51万 | 7.74% | 274,015 | 5,418 | 2.0% | $38.86万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,976.03万 | 7.79% | 395,601 | -29,831 | -7.0% | -$149.01万 | 减仓 |
| — | PIMCO EQUITY SER | $2,078.20万 | 8.19% | 499,411 | 9,276 | 1.9% | $38.60万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $3,765.66万 | 14.84% | 335,411 | 11,292 | 3.5% | $126.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,556.80万 | 17.95% | 76,258 | 2,021 | 2.7% | $120.76万 | 加仓 |