Net Worth Advisory Group
SANDY UT · SEC CIK 0001791998
$4.82亿2026Q1 申报市值
436持仓数
26.4%前十大占比 · 第一大 3.2%
35 / 42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
VOT 加仓+$83.67万
AAPL 加仓+$64.56万
HBAN 新建仓+$58.98万
BNDX 加仓+$52.84万
LLY 加仓+$50.04万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$418.03万
GILD 重新持有-$99.24万
GLW 减仓-$76.29万
LITE 减仓-$72.51万
ABT 减仓-$59.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $111.97万 | 0.23% | 2,590 | -453 | -14.9% | -$19.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $112.06万 | 0.23% | 5,158 | 253 | 5.2% | $5.50万 | 加仓 |
| CI | THE CIGNA GROUP | $114.03万 | 0.24% | 4,275 | 322 | 8.1% | $8.59万 | 加仓 |
| ARW | ARROW ELECTRS INC | $115.46万 | 0.24% | 8,051 | 638 | 8.6% | $9.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $116.93万 | 0.24% | 3,645 | -13,031 | -78.1% | -$418.03万 | 减仓 |
| KLAC | KLA CORP | $118.46万 | 0.25% | 805 | -18 | -2.2% | -$2.65万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $118.72万 | 0.25% | 1,086 | -70 | -6.1% | -$7.65万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $119.40万 | 0.25% | 1,640 | 81 | 5.2% | $5.90万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $125.57万 | 0.26% | 19,318 | -327 | -1.7% | -$2.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $133.09万 | 0.28% | 6,542 | 106 | 1.6% | $2.16万 | 加仓 |
| COP | CONOCOPHILLIPS | $133.25万 | 0.28% | 10,094 | -142 | -1.4% | -$1.87万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $133.66万 | 0.28% | 9,744 | -543 | -5.3% | -$7.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $134.52万 | 0.28% | 6,502 | -63 | -1.0% | -$1.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $136.14万 | 0.28% | 1,609 | 98 | 6.5% | $8.29万 | 加仓 |
| ABBV | ABBVIE INC | $152.26万 | 0.32% | 7,001 | 932 | 15.4% | $20.27万 | 加仓 |
| — | EXXON MOBIL CORP | $152.28万 | 0.32% | 8,976 | -124 | -1.4% | -$2.10万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $153.56万 | 0.32% | 3,455 | -60 | -1.7% | -$2.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $154.18万 | 0.32% | 7,216 | -208 | -2.8% | -$4.44万 | 减仓 |
| NFLX | NETFLIX INC. | $160.51万 | 0.33% | 16,694 | 3,027 | 22.1% | $29.10万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $162.99万 | 0.34% | 5,588 | -156 | -2.7% | -$4.55万 | 减仓 |
| ASML | ASML HLDG NV | $165.91万 | 0.34% | 1,256 | 353 | 39.1% | $46.63万 | 加仓 |
| PCAR | PACCAR INC | $169.09万 | 0.35% | 14,639 | 106 | 0.7% | $1.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $177.07万 | 0.37% | 5,925 | -42 | -0.7% | -$1.26万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $177.92万 | 0.37% | 5,882 | -219 | -3.6% | -$6.62万 | 减仓 |
| V | VISA INC | $184.22万 | 0.38% | 6,095 | -1,763 | -22.4% | -$53.29万 | 减仓 |
| LOW | LOWES COS INC | $186.68万 | 0.39% | 7,901 | -870 | -9.9% | -$20.56万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $189.99万 | 0.39% | 2,704 | -1,032 | -27.6% | -$72.51万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $191.68万 | 0.40% | 62,846 | -96 | -0.2% | -$2,928 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $198.95万 | 0.41% | 5,887 | -1,024 | -14.8% | -$34.61万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.40万 | 0.42% | 2,041 | 250 | 14.0% | $24.91万 | 加仓 |
| IJT | ISHARES TR | $205.29万 | 0.43% | 14,187 | 179 | 1.3% | $2.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $206.52万 | 0.43% | 70,897 | -241 | -0.3% | -$7,020 | 减仓 |
| IJS | ISHARES TR | $207.93万 | 0.43% | 17,554 | 24 | 0.1% | $2,843 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $211.57万 | 0.44% | 11,024 | -235 | -2.1% | -$4.51万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $213.04万 | 0.44% | 4,599 | -103 | -2.2% | -$4.77万 | 减仓 |
| AVGO | BROADCOM INC | $213.54万 | 0.44% | 6,899 | 839 | 13.8% | $25.97万 | 加仓 |
| AGG | ISHARES TR | $218.60万 | 0.45% | 22,021 | -474 | -2.1% | -$4.71万 | 减仓 |
| MPC | MARATHON PETE CORP | $224.22万 | 0.46% | 9,182 | -139 | -1.5% | -$3.39万 | 减仓 |
| WMT | WALMART INC | $226.60万 | 0.47% | 18,233 | 177 | 1.0% | $2.20万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $226.93万 | 0.47% | 12,315 | 728 | 6.3% | $13.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $231.34万 | 0.48% | 4,008 | -81 | -2.0% | -$4.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $237.07万 | 0.49% | 3,645 | -65 | -1.8% | -$4.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $240.63万 | 0.50% | 5,022 | -40 | -0.8% | -$1.92万 | 减仓 |
| CSCO | CISCO SYS INC | $251.11万 | 0.52% | 32,364 | -4,555 | -12.3% | -$35.34万 | 减仓 |
| GOVT | ISHARES TR | $251.38万 | 0.52% | 109,725 | 2,857 | 2.7% | $6.55万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $253.58万 | 0.53% | 9,853 | 3,251 | 49.2% | $83.67万 | 加仓 |
| MINT | PIMCO ETF TR | $254.98万 | 0.53% | 25,354 | -5,620 | -18.1% | -$56.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $257.08万 | 0.53% | 8,740 | -221 | -2.5% | -$6.50万 | 减仓 |
| LLY | ELI LILLY & CO | $263.44万 | 0.55% | 2,864 | 544 | 23.4% | $50.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $283.61万 | 0.59% | 38,513 | -597 | -1.5% | -$4.40万 | 减仓 |
| BIL | SPDR SERIES TRUST | $286.02万 | 0.59% | 31,212 | -5,931 | -16.0% | -$54.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $293.60万 | 0.61% | 8,590 | -138 | -1.6% | -$4.72万 | 减仓 |
| SHV | ISHARES TR | $294.00万 | 0.61% | 26,633 | -5,299 | -16.6% | -$58.49万 | 减仓 |
| META | META PLATFORMS INC | $303.48万 | 0.63% | 5,304 | -290 | -5.2% | -$16.59万 | 减仓 |
| TSLA | TESLA INC | $330.96万 | 0.69% | 8,903 | -276 | -3.0% | -$10.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $336.46万 | 0.70% | 7,703 | 706 | 10.1% | $30.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $342.50万 | 0.71% | 14,012 | -545 | -3.7% | -$13.32万 | 减仓 |
| GLD | SPDR GOLD TR | $349.23万 | 0.72% | 8,116 | -431 | -5.0% | -$18.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $356.08万 | 0.74% | 18,149 | 1,605 | 9.7% | $31.49万 | 加仓 |
| AMZN | AMAZON COM INC | $370.21万 | 0.77% | 17,776 | 622 | 3.6% | $12.95万 | 加仓 |
| EFG | ISHARES TR | $378.85万 | 0.79% | 34,018 | 731 | 2.2% | $8.14万 | 加仓 |
| GOOG | ALPHABET INC | $385.65万 | 0.80% | 13,444 | -1,116 | -7.7% | -$32.01万 | 减仓 |
| GOOGL | ALPHABET INC | $420.25万 | 0.87% | 14,614 | 1,523 | 11.6% | $43.80万 | 加仓 |
| IJK | ISHARES TR | $436.23万 | 0.90% | 43,354 | -78 | -0.2% | -$7,848 | 减仓 |
| IJJ | ISHARES TR | $452.42万 | 0.94% | 34,145 | 141 | 0.4% | $1.87万 | 加仓 |
| EFV | ISHARES TR | $467.67万 | 0.97% | 62,901 | -319 | -0.5% | -$2.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $551.93万 | 1.14% | 14,910 | 927 | 6.6% | $34.32万 | 加仓 |
| HYG | ISHARES TR | $595.73万 | 1.24% | 74,879 | 1,354 | 1.8% | $10.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $715.15万 | 1.48% | 41,006 | 2,567 | 6.7% | $44.77万 | 加仓 |
| BWX | SPDR SERIES TRUST | $859.13万 | 1.78% | 391,402 | 10,786 | 2.8% | $23.68万 | 加仓 |
| TLH | ISHARES TR | $892.96万 | 1.85% | 88,657 | 2,000 | 2.3% | $20.14万 | 加仓 |
| IVW | ISHARES TR | $988.59万 | 2.05% | 87,400 | -625 | -0.7% | -$7.07万 | 减仓 |
| CORP | PIMCO ETF TR | $1,028.16万 | 2.13% | 106,215 | 2,125 | 2.0% | $20.57万 | 加仓 |
| IVE | ISHARES TR | $1,096.75万 | 2.27% | 51,942 | 132 | 0.3% | $2.79万 | 加仓 |
| SHY | ISHARES TR | $1,119.63万 | 2.32% | 135,598 | 2,187 | 1.6% | $18.06万 | 加仓 |
| IEF | ISHARES TR | $1,140.52万 | 2.36% | 119,501 | 2,781 | 2.4% | $26.54万 | 加仓 |
| LQD | ISHARES TR | $1,150.70万 | 2.39% | 105,578 | 1,451 | 1.4% | $15.81万 | 加仓 |
| TIP | ISHARES TR | $1,275.99万 | 2.65% | 115,620 | 1,602 | 1.4% | $17.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,417.88万 | 2.94% | 295,083 | 10,997 | 3.9% | $52.84万 | 加仓 |
| AAPL | APPLE INC | $1,468.37万 | 3.04% | 57,858 | 2,544 | 4.6% | $64.56万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,526.61万 | 3.16% | 256,358 | 6,337 | 2.5% | $37.74万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,528.26万 | 3.17% | 184,683 | 5,483 | 3.1% | $45.37万 | 加仓 |