Astoria Strategic Wealth, Inc.
NEW BRAUNFELS TX · SEC CIK 0001777914
$3.94亿2026Q1 申报市值
37持仓数
86.2%前十大占比 · 第一大 31.8%
2 / 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+$175.35万
VTEB 加仓+$104.92万
IGSB 加仓+$40.32万
IVE 加仓+$26.27万
IVV 加仓+$23.32万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$52.83万
SPAB 减仓-$52.58万
VEU 减仓-$39.61万
ITOT 减仓-$34.00万
IWD 减仓-$14.83万
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 INDEX FDS | $1.25亿 | 31.83% | 390,811 | 5,466 | 1.4% | $175.35万 | 加仓 |
| IXUS | ISHARES TR | $4,692.45万 | 11.91% | 541,603 | -6,098 | -1.1% | -$52.83万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,803.09万 | 9.66% | 516,444 | -238 | -0.0% | -$1.75万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,218.10万 | 8.17% | 645,040 | 21,030 | 3.4% | $104.92万 | 加仓 |
| ITOT | ISHARES TR | $2,292.88万 | 5.82% | 160,983 | -2,387 | -1.5% | -$34.00万 | 减仓 |
| IGSB | ISHARES TR | $2,001.64万 | 5.08% | 380,829 | 7,671 | 2.1% | $40.32万 | 加仓 |
| IVE | ISHARES TR | $1,595.43万 | 4.05% | 75,559 | 1,244 | 1.7% | $26.27万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,514.14万 | 3.84% | 201,616 | -5,274 | -2.5% | -$39.61万 | 减仓 |
| IEMG | ISHARES INC | $1,305.66万 | 3.31% | 187,191 | -2,113 | -1.1% | -$14.74万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $983.13万 | 2.50% | 383,735 | -20,523 | -5.1% | -$52.58万 | 减仓 |
| IWD | ISHARES TR | $763.46万 | 1.94% | 35,731 | -694 | -1.9% | -$14.83万 | 减仓 |
| IVV | ISHARES TR | $757.92万 | 1.92% | 11,603 | 357 | 3.2% | $23.32万 | 加仓 |
| AGG | ISHARES TR | $705.81万 | 1.79% | 71,100 | -134 | -0.2% | -$1.33万 | 减仓 |
| IJR | ISHARES TR | $545.58万 | 1.39% | 43,889 | 1,207 | 2.8% | $15.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $353.65万 | 0.90% | 65,430 | -1,591 | -2.4% | -$8.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $317.13万 | 0.81% | 12,108 | 108 | 0.9% | $2.83万 | 加仓 |
| MUB | ISHARES TR | $252.03万 | 0.64% | 23,743 | -431 | -1.8% | -$4.58万 | 减仓 |
| IJH | ISHARES TR | $249.91万 | 0.63% | 37,008 | 141 | 0.4% | $9,522 | 加仓 |
| ACWX | ISHARES TR | $233.63万 | 0.59% | 34,121 | -21 | -0.1% | -$1,438 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $225.66万 | 0.57% | 16,314 | 254 | 1.6% | $3.51万 | 加仓 |
| ACWI | ISHARES TR | $171.92万 | 0.44% | 12,425 | -887 | -6.7% | -$12.27万 | 减仓 |
| NYF | ISHARES TR | $171.15万 | 0.43% | 32,220 | 1,560 | 5.1% | $8.29万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $144.92万 | 0.37% | 18,331 | 835 | 4.8% | $6.60万 | 加仓 |
| VV | VANGUARD INDEX FDS | $88.67万 | 0.23% | 2,967 | 2 | 0.1% | $598 | 加仓 |
| VOO | VANGUARD INDEX FDS | $85.03万 | 0.22% | 1,423 | -3 | -0.2% | -$1,793 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.37万 | 0.16% | 13,443 | 265 | 2.0% | $1.21万 | 加仓 |
| MEOH | METHANEX CORP | $54.26万 | 0.14% | 9,114 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.40万 | 0.11% | 864 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.59万 | 0.10% | 578 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $37.30万 | 0.09% | 1,046 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $28.98万 | 0.07% | 6,177 | -31 | -0.5% | -$1,454 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.94万 | 0.07% | 938 | 1 | 0.1% | $287 | 加仓 |
| AMZN | AMAZON COM INC | $24.80万 | 0.06% | 1,191 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $20.81万 | 0.05% | 820 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.73万 | 0.05% | 208 | 208 | — | $20.73万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.20万 | 0.05% | 3,153 | 3,153 | — | $20.20万 | 新建仓 |
| — | HEARTSCIENCES INC | $4.76万 | 0.01% | 18,927 | 0 | 0.0% | — | 不变 |