Sellwood Investment Partners LLC
PORTLAND OR · SEC CIK 0001763958
$2.84亿2026Q2 申报市值
59持仓数
77.7%前十大占比 · 第一大 17.4%
2 / 2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
VXUS 加仓+$362.21万
VEA 加仓+$293.23万
BLV 加仓+$216.92万
SCHR 加仓+$192.77万
EDV 加仓+$93.18万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$305.29万
ESGV 减仓-$278.80万
FNDX 减仓-$158.16万
PIMCO EQUITY SER 减仓-$139.22万
VSGX 减仓-$135.58万
2026Q2 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 | $4,932.19万 | 17.39% | 71,813 | -4,445 | -5.8% | -$305.29万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $4,156.67万 | 14.66% | 314,328 | -21,083 | -6.3% | -$278.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,251.24万 | 7.94% | 263,334 | 42,369 | 19.2% | $362.21万 | 加仓 |
| — | PIMCO EQUITY SER | $2,251.16万 | 7.94% | 470,325 | -29,086 | -5.8% | -$139.22万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $2,120.66万 | 7.48% | 257,549 | -16,466 | -6.0% | -$135.58万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,981.37万 | 6.99% | 394,459 | -1,142 | -0.3% | -$5.74万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,732.99万 | 6.11% | 557,233 | -50,856 | -8.4% | -$158.16万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $915.76万 | 3.23% | 155,266 | -4,435 | -2.8% | -$26.16万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $845.92万 | 2.98% | 112,414 | 7,100 | 6.7% | $53.43万 | 加仓 |
| EDV | VANGUARD WORLD FD | $835.08万 | 2.95% | 128,316 | 14,318 | 12.6% | $93.18万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $747.01万 | 2.63% | 108,373 | 31,469 | 40.9% | $216.92万 | 加仓 |
| AGG | ISHARES TR | $721.97万 | 2.55% | 72,941 | 3,079 | 4.4% | $30.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $577.43万 | 2.04% | 81,043 | 41,155 | 103.2% | $293.23万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $365.63万 | 1.29% | 148,267 | 78,170 | 111.5% | $192.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $362.76万 | 1.28% | 71,720 | 5,003 | 7.5% | $25.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $353.73万 | 1.25% | 45,402 | 71 | 0.2% | $5,532 | 加仓 |
| VTI | VANGUARD INDEX FDS | $350.98万 | 1.24% | 9,485 | -17 | -0.2% | -$6,291 | 减仓 |
| VXF | VANGUARD INDEX FDS | $310.25万 | 1.09% | 12,601 | 133 | 1.1% | $3.27万 | 加仓 |
| ACWI | ISHARES TR | $300.76万 | 1.06% | 19,160 | 934 | 5.1% | $14.66万 | 加仓 |
| IWB | ISHARES TR | $273.96万 | 0.97% | 6,690 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $268.38万 | 0.95% | 26,271 | 2,040 | 8.4% | $20.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $247.97万 | 0.87% | 33,779 | 2,323 | 7.4% | $17.05万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $169.03万 | 0.60% | 36,250 | -4,588 | -11.2% | -$21.39万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.53% | 2 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $142.48万 | 0.50% | 59,024 | 943 | 1.6% | $2.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $132.03万 | 0.47% | 8,412 | -653 | -7.2% | -$10.25万 | 减仓 |
| — | BNY MELLON ETF TRUST | $120.09万 | 0.42% | 25,225 | 2,155 | 9.3% | $10.26万 | 加仓 |
| SGOV | ISHARES TR | $93.76万 | 0.33% | 9,314 | 82 | 0.9% | $8,255 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $73.59万 | 0.26% | 23,510 | 2,087 | 9.7% | $6.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $72.55万 | 0.26% | 12,465 | 30 | 0.2% | $1,746 | 加仓 |
| VBK | VANGUARD INDEX FDS | $65.46万 | 0.23% | 1,790 | 1,790 | — | $65.46万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $64.64万 | 0.23% | 14,332 | -1,411 | -9.0% | -$6.36万 | 减仓 |
| IVV | ISHARES TR | $51.90万 | 0.18% | 693 | 275 | 65.8% | $20.59万 | 加仓 |
| CATH | GLOBAL X FDS | $48.06万 | 0.17% | 5,430 | -1,255 | -18.8% | -$11.11万 | 减仓 |
| VIA | VIA TRANSN INC | $43.62万 | 0.15% | 24,047 | 24,047 | — | $43.62万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $32.35万 | 0.11% | 6,619 | -1,065 | -13.9% | -$5.21万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $31.25万 | 0.11% | 5,971 | -967 | -13.9% | -$5.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $26.74万 | 0.09% | 2,773 | 4 | 0.1% | $386 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.82万 | 0.08% | 476 | -41 | -7.9% | -$2.05万 | 减仓 |
| IWF | ISHARES TR | $16.29万 | 0.06% | 1,312 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $16.00万 | 0.06% | 660 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $13.64万 | 0.05% | 1,693 | -263 | -13.4% | -$2.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $10.44万 | 0.04% | 479 | -137 | -22.2% | -$2.99万 | 减仓 |
| GOOGL | ALPHABET INC | $9.33万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $9.22万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $7.88万 | 0.03% | 74 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $6.41万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $4.97万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.12万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2.57万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2.55万 | 0.01% | 462 | 58 | 14.4% | $3,201 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $1.96万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1.41万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1.25万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.22万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $9,748 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,618 | 0.00% | 195 | 53 | 37.3% | $1,255 | 加仓 |
| IWR | ISHARES TR | $2,648 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1,502 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | -28 | -100.0% | -$1.39万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$1.05万 | 清仓 |