CLIENT 1ST ADVISORY GROUP, LLC
DUNEDIN FL · SEC CIK 0001802816
$3.29亿2026Q1 申报市值
141持仓数
56.3%前十大占比 · 第一大 13.9%
5 / 8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
SPYM 加仓+$445.31万
EFV 加仓+$126.19万
EFG 加仓+$120.17万
IXC 加仓+$105.44万
DIMENSIONAL ETF 加仓+$103.38万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$212.41万
NVDA 减仓-$46.06万
CRM 清仓-$30.70万
CHKP 清仓-$29.89万
ADSK 清仓-$27.56万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,567.40万 | 13.87% | 1,175,347 | 1,263 | 0.1% | $4.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,518.67万 | 13.73% | 590,368 | 58,180 | 10.9% | $445.31万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,476.67万 | 4.49% | 349,756 | 962 | 0.3% | $4.06万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,468.34万 | 4.46% | 413,268 | -6,406 | -1.5% | -$22.76万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,420.16万 | 4.31% | 296,608 | 1,799 | 0.6% | $8.61万 | 加仓 |
| ESGU | ISHARES TR | $1,199.50万 | 3.64% | 84,819 | -1,677 | -1.9% | -$23.72万 | 减仓 |
| EFV | ISHARES TR | $1,100.85万 | 3.34% | 148,063 | 16,973 | 12.9% | $126.19万 | 加仓 |
| IUSB | ISHARES TR | $1,034.69万 | 3.14% | 224,008 | 16,407 | 7.9% | $75.78万 | 加仓 |
| EFG | ISHARES TR | $914.50万 | 2.78% | 82,114 | 10,790 | 15.1% | $120.17万 | 加仓 |
| QUAL | ISHARES TR | $845.43万 | 2.57% | 44,077 | 5,133 | 13.2% | $98.46万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $815.05万 | 2.48% | 351,010 | 9,033 | 2.6% | $20.97万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $799.53万 | 2.43% | 231,412 | 28,072 | 13.8% | $96.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $680.88万 | 2.07% | 117,030 | 16,233 | 16.1% | $94.44万 | 加仓 |
| IXC | ISHARES TR | $615.43万 | 1.87% | 106,827 | 18,302 | 20.7% | $105.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $597.49万 | 1.82% | 170,517 | 29,504 | 20.9% | $103.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $573.93万 | 1.74% | 32,909 | -2,641 | -7.4% | -$46.06万 | 减仓 |
| GOOG | ALPHABET INC | $552.92万 | 1.68% | 19,275 | -85 | -0.4% | -$2.44万 | 减仓 |
| IVW | ISHARES TR | $514.45万 | 1.56% | 45,482 | 6,870 | 17.8% | $77.71万 | 加仓 |
| MBB | ISHARES TR | $483.68万 | 1.47% | 50,940 | 4,017 | 8.6% | $38.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $439.93万 | 1.34% | 20,456 | 88 | 0.4% | $1.89万 | 加仓 |
| — | EXXON MOBIL CORP | $353.91万 | 1.08% | 20,860 | -12,520 | -37.5% | -$212.41万 | 减仓 |
| AAPL | APPLE INC | $347.54万 | 1.06% | 13,694 | 441 | 3.3% | $11.19万 | 加仓 |
| IYW | ISHARES TR | $291.48万 | 0.89% | 16,067 | 1,281 | 8.7% | $23.24万 | 加仓 |
| IVV | ISHARES TR | $260.87万 | 0.79% | 3,994 | 27 | 0.7% | $1.76万 | 加仓 |
| EMXC | ISHARES INC | $246.28万 | 0.75% | 31,309 | 8,997 | 40.3% | $70.77万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $231.58万 | 0.70% | 44,594 | 3,889 | 9.6% | $20.20万 | 加仓 |
| IFRA | ISHARES TR | $224.70万 | 0.68% | 39,284 | 6,011 | 18.1% | $34.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $215.28万 | 0.65% | 5,816 | 332 | 6.1% | $12.29万 | 加仓 |
| AMZN | AMAZON COM INC | $207.83万 | 0.63% | 9,979 | 1,056 | 11.8% | $21.99万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $163.11万 | 0.50% | 7,840 | -125 | -1.6% | -$2.60万 | 减仓 |
| LLY | ELI LILLY & CO | $146.98万 | 0.45% | 1,598 | -14 | -0.9% | -$1.29万 | 减仓 |
| IEMG | ISHARES INC | $146.94万 | 0.45% | 21,067 | -93 | -0.4% | -$6,487 | 减仓 |
| VLUE | ISHARES TR | $143.00万 | 0.43% | 10,057 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $142.90万 | 0.43% | 35,637 | -875 | -2.4% | -$3.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.95万 | 0.40% | 20,591 | 560 | 2.8% | $3.59万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $123.22万 | 0.37% | 2,466 | -44 | -1.8% | -$2.20万 | 减仓 |
| META | META PLATFORMS INC | $118.32万 | 0.36% | 2,068 | 58 | 2.9% | $3.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $113.75万 | 0.35% | 3,366 | -12 | -0.4% | -$4,055 | 减仓 |
| MGK | VANGUARD WORLD FD | $107.88万 | 0.33% | 2,936 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $105.37万 | 0.32% | 1,826 | 348 | 23.5% | $20.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $103.07万 | 0.31% | 3,504 | 287 | 8.9% | $8.44万 | 加仓 |
| EFA | ISHARES TR | $102.63万 | 0.31% | 10,566 | 7,370 | 230.6% | $71.58万 | 加仓 |
| AVGO | BROADCOM INC | $99.14万 | 0.30% | 3,203 | 242 | 8.2% | $7.49万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $98.66万 | 0.30% | 16,105 | 376 | 2.4% | $2.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $98.65万 | 0.30% | 1,517 | 101 | 7.1% | $6.57万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $93.47万 | 0.28% | 222 | -3 | -1.3% | -$1.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $87.65万 | 0.27% | 4,236 | -196 | -4.4% | -$4.06万 | 减仓 |
| IJR | ISHARES TR | $85.59万 | 0.26% | 6,885 | 2,267 | 49.1% | $28.18万 | 加仓 |
| GOOGL | ALPHABET INC | $82.90万 | 0.25% | 2,883 | 642 | 28.6% | $18.46万 | 加仓 |
| COR | CENCORA INC | $82.56万 | 0.25% | 2,628 | 104 | 4.1% | $3.27万 | 加仓 |
| ITOT | ISHARES TR | $80.90万 | 0.25% | 5,680 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $80.65万 | 0.25% | 5,831 | 1 | 0.0% | $138 | 加仓 |
| GOVT | ISHARES TR | $79.77万 | 0.24% | 34,820 | -1,064 | -3.0% | -$2.44万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $79.05万 | 0.24% | 3,700 | -490 | -11.7% | -$10.47万 | 减仓 |
| WPC | WP CAREY INC | $76.17万 | 0.23% | 11,208 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $74.73万 | 0.23% | 3,539 | 2,148 | 154.4% | $45.36万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $73.27万 | 0.22% | 16,050 | -491 | -3.0% | -$2.24万 | 减仓 |
| AMAT | APPLIED MATLS INC | $72.80万 | 0.22% | 2,130 | 307 | 16.8% | $10.49万 | 加仓 |
| V | VISA INC | $71.95万 | 0.22% | 2,380 | 16 | 0.7% | $4,837 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $71.01万 | 0.22% | 18,014 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $69.71万 | 0.21% | 2,119 | 45 | 2.2% | $1.48万 | 加仓 |
| TSLA | TESLA INC | $66.02万 | 0.20% | 1,776 | -601 | -25.3% | -$22.34万 | 减仓 |
| SO | SOUTHERN CO | $65.67万 | 0.20% | 6,803 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $64.22万 | 0.20% | 6,924 | -170 | -2.4% | -$1.58万 | 减仓 |
| IXUS | ISHARES TR | $62.49万 | 0.19% | 7,213 | -26 | -0.4% | -$2,253 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $62.00万 | 0.19% | 6,597 | 145 | 2.2% | $1.36万 | 加仓 |
| IQV | IQVIA HLDGS INC | $61.21万 | 0.19% | 3,589 | -232 | -6.1% | -$3.96万 | 减仓 |
| ACWI | ISHARES TR | $59.00万 | 0.18% | 4,264 | -341 | -7.4% | -$4.72万 | 减仓 |
| FALN | ISHARES TR | $56.72万 | 0.17% | 21,227 | -5,193 | -19.7% | -$13.88万 | 减仓 |
| MGC | VANGUARD WORLD FD | $54.39万 | 0.17% | 2,301 | 1 | 0.0% | $236 | 加仓 |
| IJH | ISHARES TR | $52.55万 | 0.16% | 7,782 | 2,775 | 55.4% | $18.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.44万 | 0.16% | 9,517 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $50.86万 | 0.15% | 19,920 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES TR | $49.82万 | 0.15% | 3,124 | -211 | -6.3% | -$3.36万 | 减仓 |
| MSTR | STRATEGY INC | $48.81万 | 0.15% | 3,911 | 231 | 6.3% | $2.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $48.43万 | 0.15% | 2,929 | -138 | -4.5% | -$2.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $47.70万 | 0.14% | 1,661 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $47.07万 | 0.14% | 3,787 | 150 | 4.1% | $1.86万 | 加仓 |
| CAT | CATERPILLAR INC | $46.48万 | 0.14% | 656 | -10 | -1.5% | -$7,085 | 减仓 |
| NEE | NEXTERA ENERGY INC | $46.14万 | 0.14% | 4,968 | 1 | 0.0% | $93 | 加仓 |
| VTV | VANGUARD INDEX FDS | $43.83万 | 0.13% | 2,234 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $42.97万 | 0.13% | 17,380 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $42.26万 | 0.13% | 1,945 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $40.62万 | 0.12% | 11,036 | 104 | 1.0% | $3,828 | 加仓 |
| STXF | EA SERIES TRUST | $40.38万 | 0.12% | 9,622 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $39.56万 | 0.12% | 4,105 | 167 | 4.2% | $1.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.75万 | 0.11% | 1,544 | -104 | -6.3% | -$2.54万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $36.28万 | 0.11% | 7,735 | -143 | -1.8% | -$6,708 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.75万 | 0.11% | 746 | -211 | -22.0% | -$10.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $35.62万 | 0.11% | 1,110 | 1,110 | — | $35.62万 | 新建仓 |
| GLD | SPDR GOLD TR | $35.37万 | 0.11% | 822 | 822 | — | $35.37万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $34.02万 | 0.10% | 5,172 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $33.97万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.55万 | 0.10% | 1,420 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $32.30万 | 0.10% | 22,000 | -3,000 | -12.0% | -$4.40万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.65万 | 0.10% | 1,081 | -64 | -5.6% | -$1.87万 | 减仓 |
| IEFA | ISHARES TR | $31.64万 | 0.10% | 3,495 | 3,495 | — | $31.64万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.60万 | 0.10% | 2,134 | -159 | -6.9% | -$2.35万 | 减仓 |
| MRK | MERCK & CO INC | $31.23万 | 0.09% | 2,596 | -250 | -8.8% | -$3.01万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.17万 | 0.09% | 10,718 | 0 | 0.0% | — | 不变 |