13F 机构持仓

WealthNavi Inc.

Shinagawa-ku, TOKYO M0 · SEC CIK 0001774552

2026Q22026Q1 更早 9 个季度 🔒
$127.63亿2026Q2 申报市值
11持仓数
99.5%前十大占比 · 第一大 37.2%
0 / 0新建仓 / 清仓
申报市值走势$127.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 37.2%
VEA 27.6%
AGG 9.1%
VWO 7.8%
IYR 4.7%
IVV 4.1%
IAU 3.9%
IAGG 2.6%
GLD 1.3%
GLDM 1.0%

2026Q2 买入最多 按季末市值估算

GLDM 加仓+$1.20亿
IVV 加仓+$4,655.25万
VWO 加仓+$3,112.06万
IAGG 加仓+$3,025.34万
AGG 加仓+$2,354.06万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$3,823.36万
IAU 减仓-$2,027.68万
GLD 减仓-$1,944.17万
IYR 减仓-$1,428.82万
TIP 减仓-$296.76万

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
VTI VANGUARD TOTAL STOCK MARKET ETF $47.48亿37.20%12,831,750 -103,323-0.8% -$3,823.36万 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $35.26亿27.62%49,483,539 2,2100.0% $15.75万 加仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $11.63亿9.11%11,751,184 237,8322.1% $2,354.06万 加仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $9.92亿7.77%16,623,315 521,3713.2% $3,112.06万 加仓
IYR ISHARES U.S. REAL ESTATE ETF $6.00亿4.70%5,870,511 -139,738-2.3% -$1,428.82万 减仓
IVV ISHARES CORE S&P 500 ETF $5.26亿4.12%702,867 62,1629.7% $4,655.25万 加仓
IAU ISHARES GOLD TRUST $5.02亿3.94%6,653,240 -268,531-3.9% -$2,027.68万 减仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $3.36亿2.63%6,646,207 597,8939.9% $3,025.34万 加仓
GLD SPDR GOLD SHARES $1.71亿1.34%464,989 -52,776-10.2% -$1,944.17万 减仓
GLDM SPDR Gold MiniShares Trust $1.28亿1.00%1,614,358 1,516,5791,551.0% $1.20亿 加仓
TIP ISHARES TIPS BOND ETF $6,870.20万0.54%627,817 -27,119-4.1% -$296.76万 减仓