Avalon Advisory Group
Wexford PA · SEC CIK 0001802119
$2.71亿2026Q2 申报市值
14持仓数
99.6%前十大占比 · 第一大 52.7%
1 / 0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
IEF 加仓+$57.64万
IEI 新建仓+$24.34万
VEU 加仓+$19.46万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$104.17万
ITOT 减仓-$4.11万
SCHB 减仓-$1.45万
VXUS 减仓-$6,668
SCHF 减仓-$6,177
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 | $1.43亿 | 52.66% | 385,356 | -2,815 | -0.7% | -$104.17万 | 减仓 |
| IEF | ISHARES TR | $8,805.50万 | 32.52% | 931,110 | 6,095 | 0.7% | $57.64万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,697.80万 | 6.27% | 202,723 | 2,323 | 1.2% | $19.46万 | 加仓 |
| ITOT | ISHARES TR | $830.29万 | 3.07% | 50,544 | -250 | -0.5% | -$4.11万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $491.46万 | 1.82% | 177,423 | -223 | -0.1% | -$6,177 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $447.79万 | 1.65% | 154,624 | -499 | -0.3% | -$1.45万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $256.85万 | 0.95% | 30,045 | -78 | -0.3% | -$6,668 | 减仓 |
| VOO | VANGUARD INDEX FDS | $94.76万 | 0.35% | 1,380 | -7 | -0.5% | -$4,807 | 减仓 |
| AAPL | APPLE INC | $42.02万 | 0.16% | 1,452 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $40.06万 | 0.15% | 1,074 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $32.63万 | 0.12% | 1,631 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.09万 | 0.11% | 403 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $24.34万 | 0.09% | 2,072 | 2,072 | — | $24.34万 | 新建仓 |
| GOOG | ALPHABET INC | $23.99万 | 0.09% | 679 | 0 | 0.0% | — | 重新持有 |