Astoria Strategic Wealth, Inc.
NEW BRAUNFELS TX · SEC CIK 0001777914
$4.38亿2026Q2 申报市值
36持仓数
86.2%前十大占比 · 第一大 33.1%
1 / 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
STIP 新建仓+$2,400.01万
BND 加仓+$106.11万
VTEB 加仓+$47.08万
IVE 加仓+$41.51万
VTI 加仓+$34.27万
2026Q2 卖出最多 按季末市值估算
IGSB 清仓-$2,001.64万
ITOT 减仓-$69.98万
VEU 减仓-$62.32万
SPAB 减仓-$23.74万
IEMG 减仓-$23.07万
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 INDEX FDS | $1.45亿 | 33.11% | 391,737 | 926 | 0.2% | $34.27万 | 加仓 |
| IXUS | ISHARES TR | $5,179.99万 | 11.83% | 542,748 | 1,145 | 0.2% | $10.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,897.33万 | 8.90% | 530,899 | 14,455 | 2.8% | $106.11万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,309.69万 | 7.56% | 654,348 | 9,308 | 1.4% | $47.08万 | 加仓 |
| ITOT | ISHARES TR | $2,574.49万 | 5.88% | 156,723 | -4,260 | -2.6% | -$69.98万 | 减仓 |
| STIP | ISHARES TR | $2,400.01万 | 5.48% | 234,927 | 234,927 | — | $2,400.01万 | 新建仓 |
| IVE | ISHARES TR | $1,757.15万 | 4.01% | 77,387 | 1,828 | 2.4% | $41.51万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,626.22万 | 3.71% | 194,175 | -7,441 | -3.7% | -$62.32万 | 减仓 |
| IEMG | ISHARES INC | $1,527.62万 | 3.49% | 184,406 | -2,785 | -1.5% | -$23.07万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $955.55万 | 2.18% | 374,431 | -9,304 | -2.4% | -$23.74万 | 减仓 |
| IVV | ISHARES TR | $877.55万 | 2.00% | 11,718 | 115 | 1.0% | $8.61万 | 加仓 |
| IWD | ISHARES TR | $855.37万 | 1.95% | 35,283 | -448 | -1.3% | -$10.86万 | 减仓 |
| AGG | ISHARES TR | $721.66万 | 1.65% | 72,910 | 1,810 | 2.5% | $17.92万 | 加仓 |
| IJR | ISHARES TR | $669.98万 | 1.53% | 45,174 | 1,285 | 2.9% | $19.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $371.79万 | 0.85% | 62,287 | -3,143 | -4.8% | -$18.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $364.90万 | 0.83% | 12,038 | -70 | -0.6% | -$2.12万 | 减仓 |
| IJH | ISHARES TR | $284.86万 | 0.65% | 36,942 | -66 | -0.2% | -$5,089 | 减仓 |
| MUB | ISHARES TR | $271.88万 | 0.62% | 25,263 | 1,520 | 6.4% | $16.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $255.95万 | 0.58% | 16,308 | -6 | -0.0% | -$942 | 减仓 |
| ACWX | ISHARES TR | $254.95万 | 0.58% | 33,497 | -624 | -1.8% | -$4.75万 | 减仓 |
| ACWI | ISHARES TR | $194.99万 | 0.45% | 12,422 | -3 | -0.0% | -$471 | 减仓 |
| NYF | ISHARES TR | $183.93万 | 0.42% | 34,121 | 1,901 | 5.9% | $10.25万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $167.59万 | 0.38% | 18,459 | 128 | 0.7% | $1.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $102.04万 | 0.23% | 2,967 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $97.53万 | 0.22% | 1,420 | -3 | -0.2% | -$2,060 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $67.24万 | 0.15% | 13,344 | -99 | -0.7% | -$4,989 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.23万 | 0.10% | 864 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.16万 | 0.10% | 578 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $42.83万 | 0.10% | 1,046 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP | $42.06万 | 0.10% | 9,114 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $31.98万 | 0.07% | 6,177 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $30.23万 | 0.07% | 3,752 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $28.39万 | 0.06% | 1,191 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $23.52万 | 0.05% | 813 | -7 | -0.9% | -$2,026 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.47万 | 0.05% | 3,153 | 0 | 0.0% | — | 不变 |
| — | HEARTSCIENCES INC | $4.75万 | 0.01% | 18,927 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -380,829 | -100.0% | -$2,001.64万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -208 | -100.0% | -$20.73万 | 清仓 |