WealthNavi Inc.
Shinagawa-ku, TOKYO M0 · SEC CIK 0001774552
$115.38亿2026Q1 申报市值
11持仓数
99.9%前十大占比 · 第一大 36.0%
1 / 0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
VTI 加仓+$1.73亿
IVV 加仓+$5,062.77万
IAGG 加仓+$5,013.93万
AGG 加仓+$3,516.52万
IYR 加仓+$1,619.93万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$6,016.36万
IAU 减仓-$1,476.48万
TIP 减仓-$414.91万
VEA 减仓-$368.74万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $41.50亿 | 35.97% | 12,935,073 | 540,294 | 4.4% | $1.73亿 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $31.71亿 | 27.48% | 49,481,329 | -57,544 | -0.1% | -$368.74万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $11.43亿 | 9.91% | 11,513,352 | 354,238 | 3.2% | $3,516.52万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $8.70亿 | 7.54% | 16,101,944 | 244,799 | 1.5% | $1,323.14万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $6.10亿 | 5.29% | 6,921,771 | -167,477 | -2.4% | -$1,476.48万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $5.68亿 | 4.93% | 6,010,249 | 171,312 | 2.9% | $1,619.93万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $4.19亿 | 3.63% | 640,705 | 77,506 | 13.8% | $5,062.77万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $3.03亿 | 2.62% | 6,048,314 | 1,001,984 | 19.9% | $5,013.93万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2.23亿 | 1.93% | 517,765 | -139,821 | -21.3% | -$6,016.36万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $7,227.90万 | 0.63% | 654,936 | -37,596 | -5.4% | -$414.91万 | 减仓 |
| GLDM | SPDR Gold MiniShares Trust | $906.30万 | 0.08% | 97,779 | 97,779 | — | $906.30万 | 新建仓 |