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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -70,897 | -100.0% | -$206.52万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -62,846 | -100.0% | -$191.68万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,925 | -100.0% | -$177.07万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,976 | -100.0% | -$152.28万 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -26,397 | -100.0% | -$108.39万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -10,852 | -100.0% | -$98.24万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35,666 | -100.0% | -$88.84万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -2,012 | -100.0% | -$87.32万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,549 | -100.0% | -$72.79万 | 清仓 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,064 | -100.0% | -$67.79万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -7,460 | -100.0% | -$65.77万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -27,964 | -100.0% | -$64.93万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -6,544 | -100.0% | -$61.67万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -7,635 | -100.0% | -$55.25万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -4,605 | -100.0% | -$54.62万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -6,020 | -100.0% | -$53.26万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -5,094 | -100.0% | -$52.30万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -8,363 | -100.0% | -$48.19万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -6,229 | -100.0% | -$46.78万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -6,979 | -100.0% | -$44.82万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,815 | -100.0% | -$44.22万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,705 | -100.0% | -$41.33万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,456 | -100.0% | -$40.73万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -11,190 | -100.0% | -$40.24万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -4,070 | -100.0% | -$37.72万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,864 | -100.0% | -$37.33万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,488 | -100.0% | -$36.43万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,690 | -100.0% | -$35.70万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -546 | -100.0% | -$35.66万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,531 | -100.0% | -$35.02万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,601 | -100.0% | -$34.97万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,248 | -100.0% | -$32.79万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -7,302 | -100.0% | -$32.58万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,212 | -100.0% | -$31.84万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -606 | -100.0% | -$31.67万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,560 | -100.0% | -$31.06万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,267 | -100.0% | -$30.90万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $0 | 0.00% | 0 | -9,800 | -100.0% | -$30.86万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -920 | -100.0% | -$30.43万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -9,180 | -100.0% | -$30.25万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,408 | -100.0% | -$30.08万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -393 | -100.0% | -$28.68万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -6,329 | -100.0% | -$28.23万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -882 | -100.0% | -$27.70万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,769 | -100.0% | -$26.45万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,110 | -100.0% | -$26.41万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -802 | -100.0% | -$26.38万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -441 | -100.0% | -$26.35万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,444 | -100.0% | -$25.28万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,438 | -100.0% | -$25.11万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,771 | -100.0% | -$24.68万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -3,824 | -100.0% | -$24.51万 | 清仓 |
| HYGH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -2,749 | -100.0% | -$23.54万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,592 | -100.0% | -$23.44万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -777 | -100.0% | -$22.60万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,096 | -100.0% | -$22.59万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,386 | -100.0% | -$22.16万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -4,445 | -100.0% | -$21.42万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,710 | -100.0% | -$21.26万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,566 | -100.0% | -$21.21万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,177 | -100.0% | -$20.93万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -3,095 | -100.0% | -$20.91万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -695 | -100.0% | -$20.91万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -388 | -100.0% | -$20.29万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -3,004 | -100.0% | -$20.29万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -819 | -100.0% | -$20.22万 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -11,332 | -100.0% | -$18.28万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -10,145 | -100.0% | -$7.95万 | 清仓 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | -36,372 | -100.0% | -$4.62万 | 清仓 |
| — | MERCER INTL INC | $2.01万 | 0.01% | 30,381 | -2,200 | -6.8% | -$1,452 | 减仓 |
| BTG | B2GOLD CORP | $3.83万 | 0.01% | 10,247 | -10 | -0.1% | -$37 | 减仓 |
| ASTL | ALGOMA STL GROUP INC | $8.44万 | 0.02% | 20,833 | -1,555 | -6.9% | -$6,298 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.72万 | 0.02% | 14,833 | -1,236 | -7.7% | -$7,268 | 减仓 |
| TIC | TIC SOLUTIONS INC | $10.43万 | 0.03% | 12,891 | 71 | 0.6% | $574 | 加仓 |
| WU | WESTERN UN CO | $10.61万 | 0.03% | 13,784 | -614 | -4.3% | -$4,728 | 减仓 |
| — | HENNESSY ADVISORS INC | $12.36万 | 0.03% | 12,173 | -687 | -5.3% | -$6,973 | 减仓 |
| ONDS | ONDAS INC | $13.64万 | 0.03% | 16,558 | -1,239 | -7.0% | -$1.02万 | 减仓 |
| SNAP | SNAP INC | $13.90万 | 0.04% | 31,303 | -4,248 | -11.9% | -$1.89万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $14.63万 | 0.04% | 10,357 | -1,113 | -9.7% | -$1.57万 | 减仓 |
| VET | VERMILION ENERGY INC | $17.31万 | 0.04% | 18,475 | -1,251 | -6.3% | -$1.17万 | 减仓 |
| GAU | GALIANO GOLD INC | $17.95万 | 0.05% | 95,984 | -7,025 | -6.8% | -$1.31万 | 减仓 |
| REAL | THE REALREAL INC | $18.32万 | 0.05% | 15,535 | -1,266 | -7.5% | -$1.49万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $19.60万 | 0.05% | 20,169 | -1,466 | -6.8% | -$1.42万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $20.03万 | 0.05% | 30,345 | -517 | -1.7% | -$3,412 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $20.13万 | 0.05% | 1,235 | 1,235 | — | $20.13万 | 新建仓 |
| WEX | WEX INC | $20.15万 | 0.05% | 1,428 | -92 | -6.1% | -$1.30万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $20.20万 | 0.05% | 1,831 | -146 | -7.4% | -$1.61万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $20.29万 | 0.05% | 2,009 | -116 | -5.5% | -$1.17万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $20.31万 | 0.05% | 8,530 | 8,530 | — | $20.31万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $20.54万 | 0.05% | 7,174 | -1,362 | -16.0% | -$3.90万 | 重新持有 |
| MAMA | MAMAS CREATIONS INC | $20.54万 | 0.05% | 11,509 | -1,086 | -8.6% | -$1.94万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.58万 | 0.05% | 951 | -375 | -28.3% | -$8.12万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.65万 | 0.05% | 2,149 | 2,149 | — | $20.65万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $20.66万 | 0.05% | 2,103 | -159 | -7.0% | -$1.56万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.68万 | 0.05% | 3,231 | -250 | -7.2% | -$1.60万 | 减仓 |
| BAX | BAXTER INTL INC | $20.79万 | 0.05% | 9,753 | -652 | -6.3% | -$1.39万 | 减仓 |
| GVA | GRANITE CONSTR INC | $21.08万 | 0.05% | 1,334 | 1,334 | — | $21.08万 | 新建仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $21.11万 | 0.05% | 4,894 | 4,894 | — | $21.11万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $21.12万 | 0.05% | 6,792 | -499 | -6.8% | -$1.55万 | 减仓 |
| MAC | MACERICH CO | $21.12万 | 0.05% | 8,385 | 8,385 | — | $21.12万 | 新建仓 |