SATOVSKY ASSET MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001807288
$6.27亿2026Q2 申报市值
74持仓数
82.0%前十大占比 · 第一大 18.1%
2 / 2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
VTEC 新建仓+$194.03万
AVDV 加仓+$164.19万
DFIS 加仓+$162.30万
VTI 加仓+$151.49万
AVIV 加仓+$148.06万
2026Q2 卖出最多 按季末市值估算
NYF 减仓-$46.58万
IVV 减仓-$24.04万
AVUV 减仓-$22.11万
MDT 清仓-$21.85万
ORCL 清仓-$21.17万
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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,522 | -100.0% | -$21.85万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,439 | -100.0% | -$21.17万 | 清仓 |
| WMB | WILLIAMS COS INC | $21.20万 | 0.03% | 2,852 | 19 | 0.7% | $1,412 | 加仓 |
| RTX | RTX CORPORATION | $23.73万 | 0.04% | 1,251 | 8 | 0.6% | $1,518 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.82万 | 0.04% | 980 | 4 | 0.4% | $972 | 加仓 |
| NXT | NEXTPOWER INC | $23.83万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $24.15万 | 0.04% | 1,670 | 1,670 | — | $24.15万 | 新建仓 |
| BAC | BANK OF AMER CORP | $24.71万 | 0.04% | 4,336 | 294 | 7.3% | $1.68万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $24.93万 | 0.04% | 2,840 | -208 | -6.8% | -$1.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.27万 | 0.04% | 338 | -20 | -5.6% | -$1.50万 | 减仓 |
| T | AT&T INC | $25.35万 | 0.04% | 12,246 | 43 | 0.4% | $890 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $25.61万 | 0.04% | 2,871 | 38 | 1.3% | $3,390 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.28万 | 0.04% | 1,206 | 6 | 0.5% | $1,307 | 加仓 |
| GE | GE AEROSPACE | $26.62万 | 0.04% | 712 | 1 | 0.1% | $374 | 加仓 |
| VXUS | VANGUARD STAR FDS | $26.74万 | 0.04% | 3,127 | 13 | 0.4% | $1,112 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.87万 | 0.04% | 1,732 | 3 | 0.2% | $465 | 加仓 |
| VOO | VANGUARD INDEX FDS | $27.08万 | 0.04% | 394 | 1 | 0.3% | $687 | 加仓 |
| C | CITIGROUP INC | $27.72万 | 0.04% | 1,981 | 13 | 0.7% | $1,819 | 加仓 |
| PFE | PFIZER INC | $27.89万 | 0.04% | 11,584 | -1,272 | -9.9% | -$3.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $30.08万 | 0.05% | 3,492 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $30.26万 | 0.05% | 2,962 | 55 | 1.9% | $5,618 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.09万 | 0.05% | 8,458 | 120 | 1.4% | $4,411 | 加仓 |
| LH | LABCORP HOLDINGS INC | $31.96万 | 0.05% | 1,142 | 3 | 0.3% | $840 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $32.45万 | 0.05% | 2,933 | 45 | 1.6% | $4,979 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.48万 | 0.05% | 321 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $33.50万 | 0.05% | 1,239 | 13 | 1.1% | $3,515 | 加仓 |
| SO | SOUTHERN CO | $34.35万 | 0.05% | 3,589 | 29 | 0.8% | $2,776 | 加仓 |
| PWR | QUANTA SVCS INC | $35.49万 | 0.06% | 493 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.88万 | 0.06% | 5,036 | -348 | -6.5% | -$2.48万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.57万 | 0.06% | 928 | 6 | 0.7% | $2,494 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.94万 | 0.06% | 1,190 | 5 | 0.4% | $1,636 | 加仓 |
| GLD | SPDR GOLD TR | $40.73万 | 0.06% | 1,106 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $41.19万 | 0.07% | 3,260 | 21 | 0.6% | $2,653 | 加仓 |
| BWX | SPDR SERIES TRUST | $42.71万 | 0.07% | 19,698 | 119 | 0.6% | $2,580 | 加仓 |
| HSY | HERSHEY CO | $43.92万 | 0.07% | 2,504 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $44.28万 | 0.07% | 15,986 | 796 | 5.2% | $2.20万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $44.61万 | 0.07% | 7,095 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $46.09万 | 0.07% | 36,636 | -4,070 | -10.0% | -$5.12万 | 减仓 |
| IEFA | ISHARES TR | $49.83万 | 0.08% | 5,159 | 302 | 6.2% | $2.92万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $54.40万 | 0.09% | 20,335 | 108 | 0.5% | $2,889 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $60.71万 | 0.10% | 7,075 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $61.29万 | 0.10% | 2,413 | 16 | 0.7% | $4,064 | 加仓 |
| AMAT | APPLIED MATLS INC | $80.05万 | 0.13% | 1,107 | 1 | 0.1% | $723 | 加仓 |
| — | EXXON MOBIL CORP | $83.65万 | 0.13% | 6,118 | 40 | 0.7% | $5,469 | 加仓 |
| META | META PLATFORMS INC | $87.02万 | 0.14% | 1,545 | 39 | 2.6% | $2.20万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $90.88万 | 0.14% | 2,452 | 4 | 0.2% | $1,483 | 加仓 |
| TSLA | TESLA INC | $92.87万 | 0.15% | 2,208 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $101.37万 | 0.16% | 8,631 | 228 | 2.7% | $2.68万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $105.52万 | 0.17% | 22,272 | 116 | 0.5% | $5,496 | 加仓 |
| FLEX | FLEX LTD | $113.45万 | 0.18% | 7,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $133.15万 | 0.21% | 3,881 | 8 | 0.2% | $2,745 | 加仓 |
| IUSG | ISHARES TR | $178.11万 | 0.28% | 9,470 | 7,354 | 347.5% | $138.31万 | 加仓 |
| AMZN | AMAZON COM INC | $179.88万 | 0.29% | 7,547 | -1 | -0.0% | -$238 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $183.12万 | 0.29% | 44,394 | 12,815 | 40.6% | $52.86万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $194.03万 | 0.31% | 19,287 | 19,287 | — | $194.03万 | 新建仓 |
| — | VANGUARD NY TAX FREE FDS | $214.39万 | 0.34% | 20,615 | 3,663 | 21.6% | $38.09万 | 加仓 |
| IAU | ISHARES GOLD TR | $230.28万 | 0.37% | 30,496 | -63 | -0.2% | -$4,757 | 减仓 |
| MSFT | MICROSOFT CORP | $363.24万 | 0.58% | 9,738 | 24 | 0.2% | $8,952 | 加仓 |
| GOOG | ALPHABET INC | $455.43万 | 0.73% | 12,890 | 902 | 7.5% | $31.87万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $516.51万 | 0.82% | 66,715 | 19,124 | 40.2% | $148.06万 | 加仓 |
| GOOGL | ALPHABET INC | $564.11万 | 0.90% | 15,785 | 998 | 6.7% | $35.67万 | 加仓 |
| XOP | SPDR SERIES TRUST | $938.77万 | 1.50% | 60,856 | -167 | -0.3% | -$2.58万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $943.55万 | 1.50% | 140,180 | 467 | 0.3% | $3.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,138.69万 | 1.82% | 435,281 | 7,243 | 1.7% | $18.95万 | 加仓 |
| ITOT | ISHARES TR | $1,313.64万 | 2.09% | 79,969 | -191 | -0.2% | -$3.14万 | 减仓 |
| AAPL | APPLE INC | $1,606.43万 | 2.56% | 55,517 | 2,056 | 3.8% | $59.49万 | 加仓 |
| NYF | ISHARES TR | $1,646.36万 | 2.63% | 305,418 | -8,642 | -2.8% | -$46.58万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,387.17万 | 3.81% | 231,651 | 15,933 | 7.4% | $164.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,404.54万 | 3.83% | 48,053 | 954 | 2.0% | $47.74万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,408.27万 | 3.84% | 687,488 | 46,331 | 7.2% | $162.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,449.33万 | 5.50% | 93,215 | 4,094 | 4.6% | $151.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,611.63万 | 8.95% | 1,344,748 | 33,045 | 2.5% | $137.90万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5,867.18万 | 9.35% | 1,719,319 | 5,643 | 0.3% | $19.26万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,712.23万 | 12.30% | 618,166 | -1,772 | -0.3% | -$22.11万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8,634.22万 | 13.77% | 1,718,938 | 9,311 | 0.5% | $46.77万 | 加仓 |
| IVV | ISHARES TR | $1.13亿 | 18.05% | 151,191 | -321 | -0.2% | -$24.04万 | 减仓 |