Net Worth Advisory Group
SANDY UT · SEC CIK 0001791998
$3.97亿2026Q2 申报市值
411持仓数
29.1%前十大占比 · 第一大 5.6%
40 / 69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
VTIP 新建仓+$1,097.80万
VGSH 新建仓+$746.49万
VCIT 加仓+$714.43万
VGIT 加仓+$439.21万
VANGUARD MALVERN 新建仓+$429.13万
2026Q2 卖出最多 按季末市值估算
TIP 减仓-$1,229.83万
IEF 减仓-$1,087.95万
SHY 减仓-$1,082.42万
AAPL 减仓-$1,078.76万
IVW 减仓-$1,078.71万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $100.89万 | 0.25% | 9,705 | -389 | -3.9% | -$4.04万 | 减仓 |
| SHEL | SHELL PLC | $102.14万 | 0.26% | 13,173 | 1,411 | 12.0% | $10.94万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $102.44万 | 0.26% | 4,833 | -190 | -3.8% | -$4.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $104.56万 | 0.26% | 2,036 | 1,343 | 193.8% | $68.97万 | 加仓 |
| RIO | RIO TINTO PLC | $105.93万 | 0.27% | 11,159 | 152 | 1.4% | $1.44万 | 加仓 |
| EFV | ISHARES TR | $107.85万 | 0.27% | 14,088 | -48,813 | -77.6% | -$373.67万 | 减仓 |
| BAC | BANK OF AMER CORP | $108.49万 | 0.27% | 19,039 | -3,855 | -16.8% | -$21.97万 | 减仓 |
| MRK | MERCK & CO INC | $109.49万 | 0.28% | 8,520 | -365 | -4.1% | -$4.69万 | 减仓 |
| ALL | ALLSTATE CORP | $110.45万 | 0.28% | 4,642 | 39 | 0.8% | $9,280 | 加仓 |
| CI | THE CIGNA GROUP | $111.07万 | 0.28% | 4,029 | -246 | -5.8% | -$6.78万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $113.10万 | 0.28% | 17,984 | -557 | -3.0% | -$3.50万 | 减仓 |
| IVE | ISHARES TR | $113.46万 | 0.29% | 4,997 | -46,945 | -90.4% | -$1,065.93万 | 减仓 |
| C | CITIGROUP INC | $115.22万 | 0.29% | 8,233 | 3,735 | 83.0% | $52.27万 | 加仓 |
| CVNA | CARVANA CO | $115.64万 | 0.29% | 17,569 | 1,509 | 9.4% | $9.93万 | 加仓 |
| MS | MORGAN STANLEY | $115.79万 | 0.29% | 5,539 | -147 | -2.6% | -$3.07万 | 减仓 |
| GL | GLOBE LIFE INC | $116.71万 | 0.29% | 6,532 | -383 | -5.5% | -$6.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $116.79万 | 0.29% | 7,046 | 544 | 8.4% | $9.02万 | 加仓 |
| ABBV | ABBVIE INC | $120.25万 | 0.30% | 4,779 | -2,222 | -31.7% | -$55.91万 | 减仓 |
| FTNT | FORTINET INC | $121.72万 | 0.31% | 7,924 | 348 | 4.6% | $5.35万 | 加仓 |
| ADI | ANALOG DEVICES INC | $122.01万 | 0.31% | 3,072 | -80 | -2.5% | -$3.18万 | 减仓 |
| IVW | ISHARES TR | $123.34万 | 0.31% | 8,968 | -78,432 | -89.7% | -$1,078.71万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $134.93万 | 0.34% | 9,256 | -488 | -5.0% | -$7.11万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $138.23万 | 0.35% | 1,000 | -86 | -7.9% | -$11.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $140.84万 | 0.35% | 4,728 | -1,112 | -19.0% | -$33.12万 | 减仓 |
| APH | AMPHENOL CORP | $143.22万 | 0.36% | 8,123 | 2,588 | 46.8% | $45.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $149.74万 | 0.38% | 6,871 | -11,278 | -62.1% | -$245.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $150.35万 | 0.38% | 17,455 | -28,763 | -62.2% | -$247.76万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $150.62万 | 0.38% | 3,283 | -172 | -5.0% | -$7.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $151.32万 | 0.38% | 1,618 | -423 | -20.7% | -$39.56万 | 减仓 |
| LOW | LOWES COS INC | $161.23万 | 0.41% | 7,312 | -589 | -7.5% | -$12.99万 | 减仓 |
| PCAR | PACCAR INC | $162.14万 | 0.41% | 13,498 | -1,141 | -7.8% | -$13.71万 | 减仓 |
| ARW | ARROW ELECTRS INC | $165.77万 | 0.42% | 7,768 | -283 | -3.5% | -$6.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $165.94万 | 0.42% | 1,641 | 32 | 2.0% | $3.24万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $173.29万 | 0.44% | 5,249 | -339 | -6.1% | -$11.19万 | 减仓 |
| ASML | ASML HLDG NV | $174.67万 | 0.44% | 878 | -378 | -30.1% | -$75.20万 | 减仓 |
| AGG | ISHARES TR | $174.86万 | 0.44% | 17,666 | -4,355 | -19.8% | -$43.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $179.82万 | 0.45% | 5,316 | -566 | -9.6% | -$19.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $182.38万 | 0.46% | 24,845 | -13,668 | -35.5% | -$100.33万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $186.19万 | 0.47% | 4,315 | -291 | -6.3% | -$12.56万 | 减仓 |
| WMT | WALMART INC | $194.49万 | 0.49% | 17,172 | -1,061 | -5.8% | -$12.02万 | 减仓 |
| KLAC | KLA CORP | $199.92万 | 0.50% | 6,626 | -1,424 | -17.7% | -$42.97万 | 减仓 |
| TER | TERADYNE INC | $200.57万 | 0.51% | 4,145 | 1,937 | 87.7% | $93.73万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $205.33万 | 0.52% | 6,704 | -3,149 | -32.0% | -$96.45万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $209.77万 | 0.53% | 2,445 | -259 | -9.6% | -$22.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $211.67万 | 0.53% | 4,230 | -792 | -15.8% | -$39.63万 | 减仓 |
| MINT | PIMCO ETF TR | $220.80万 | 0.56% | 21,903 | -3,451 | -13.6% | -$34.79万 | 减仓 |
| MPC | MARATHON PETE CORP | $238.21万 | 0.60% | 9,317 | 135 | 1.5% | $3.45万 | 加仓 |
| V | VISA INC | $245.69万 | 0.62% | 7,161 | 1,066 | 17.5% | $36.57万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $250.63万 | 0.63% | 11,779 | 755 | 6.8% | $16.06万 | 加仓 |
| TSLA | TESLA INC | $252.77万 | 0.64% | 6,010 | -2,893 | -32.5% | -$121.67万 | 减仓 |
| BIL | SPDR SERIES TRUST | $253.77万 | 0.64% | 27,693 | -3,519 | -11.3% | -$32.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $256.53万 | 0.65% | 4,911 | 312 | 6.8% | $16.30万 | 加仓 |
| SHV | ISHARES TR | $260.71万 | 0.66% | 23,626 | -3,007 | -11.3% | -$33.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $267.97万 | 0.68% | 8,187 | -553 | -6.3% | -$18.10万 | 减仓 |
| GOOG | ALPHABET INC | $271.71万 | 0.68% | 7,690 | -5,754 | -42.8% | -$203.31万 | 减仓 |
| META | META PLATFORMS INC | $274.12万 | 0.69% | 4,866 | -438 | -8.3% | -$24.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $275.56万 | 0.69% | 3,690 | 45 | 1.2% | $3.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $285.81万 | 0.72% | 6,596 | -620 | -8.6% | -$26.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $288.07万 | 0.73% | 6,032 | 145 | 2.5% | $6.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $290.31万 | 0.73% | 3,942 | -66 | -1.6% | -$4.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $309.37万 | 0.78% | 12,181 | -1,831 | -13.1% | -$46.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $323.58万 | 0.82% | 5,570 | -972 | -14.9% | -$56.47万 | 减仓 |
| CSCO | CISCO SYS INC | $323.93万 | 0.82% | 27,578 | -4,786 | -14.8% | -$56.22万 | 减仓 |
| LLY | ELI LILLY & CO | $325.61万 | 0.82% | 2,715 | -149 | -5.2% | -$17.87万 | 减仓 |
| AVGO | BROADCOM INC | $329.30万 | 0.83% | 8,717 | 1,818 | 26.4% | $68.68万 | 加仓 |
| GOOGL | ALPHABET INC | $374.88万 | 0.94% | 10,490 | -4,124 | -28.2% | -$147.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $377.99万 | 0.95% | 10,133 | -4,777 | -32.0% | -$178.19万 | 减仓 |
| AMZN | AMAZON COM INC | $379.66万 | 0.96% | 15,929 | -1,847 | -10.4% | -$44.02万 | 减仓 |
| — | VANGUARD MALVERN FDS | $429.13万 | 1.08% | 83,668 | 83,668 | — | $429.13万 | 新建仓 |
| HYG | ISHARES TR | $456.81万 | 1.15% | 57,123 | -17,756 | -23.7% | -$141.99万 | 减仓 |
| AAPL | APPLE INC | $595.46万 | 1.50% | 20,578 | -37,280 | -64.4% | -$1,078.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $693.22万 | 1.75% | 9,588 | 998 | 11.6% | $72.16万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $746.49万 | 1.88% | 128,263 | 128,263 | — | $746.49万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $797.65万 | 2.01% | 39,865 | -1,141 | -2.8% | -$22.83万 | 减仓 |
| BWX | SPDR SERIES TRUST | $833.24万 | 2.10% | 384,335 | -7,067 | -1.8% | -$15.32万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,097.80万 | 2.77% | 218,555 | 218,555 | — | $1,097.80万 | 新建仓 |
| TLH | ISHARES TR | $1,233.21万 | 3.11% | 122,891 | 34,234 | 38.6% | $343.54万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,353.16万 | 3.41% | 279,405 | -15,678 | -5.3% | -$75.93万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,951.21万 | 4.92% | 330,825 | 74,467 | 29.0% | $439.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,240.83万 | 5.65% | 271,123 | 86,440 | 46.8% | $714.43万 | 加仓 |