SATOVSKY ASSET MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001807288
$5.66亿2026Q1 申报市值
73持仓数
82.5%前十大占比 · 第一大 17.5%
3 / 1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
DFIS 加仓+$2,126.96万
AVDV 加仓+$2,119.23万
VTIP 加仓+$268.53万
AVIV 加仓+$225.66万
VTI 加仓+$188.09万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$117.38万
NYF 减仓-$52.12万
DIHP 减仓-$39.70万
AMZN 减仓-$30.53万
BMY 清仓-$28.67万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,896.91万 | 17.47% | 151,512 | -1,797 | -1.2% | -$117.38万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8,539.59万 | 15.07% | 1,709,627 | 53,759 | 3.2% | $268.53万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,848.45万 | 12.09% | 619,938 | 102 | 0.0% | $1.13万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5,521.46万 | 9.75% | 1,713,676 | -12,320 | -0.7% | -$39.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,821.82万 | 8.51% | 1,311,703 | 39,505 | 3.1% | $145.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,859.08万 | 5.05% | 89,121 | 5,863 | 7.0% | $188.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,257.00万 | 3.98% | 47,099 | 371 | 0.8% | $17.78万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,158.78万 | 3.81% | 641,157 | 631,709 | 6,686.2% | $2,126.96万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,154.16万 | 3.80% | 215,718 | 212,220 | 6,066.9% | $2,119.23万 | 加仓 |
| NYF | ISHARES TR | $1,668.29万 | 2.94% | 314,060 | -9,812 | -3.0% | -$52.12万 | 减仓 |
| AAPL | APPLE INC | $1,356.79万 | 2.40% | 53,461 | -284 | -0.5% | -$7.21万 | 减仓 |
| ITOT | ISHARES TR | $1,141.72万 | 2.02% | 80,160 | -1,251 | -1.5% | -$17.82万 | 减仓 |
| XOP | SPDR SERIES TRUST | $1,109.58万 | 1.96% | 61,023 | 43 | 0.1% | $7,819 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1,043.24万 | 1.84% | 139,713 | -2,957 | -2.1% | -$22.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,012.31万 | 1.79% | 428,038 | 5,391 | 1.3% | $12.75万 | 加仓 |
| GOOGL | ALPHABET INC | $425.22万 | 0.75% | 14,787 | 10 | 0.1% | $2,876 | 加仓 |
| MSFT | MICROSOFT CORP | $359.57万 | 0.63% | 9,714 | 29 | 0.3% | $1.07万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $356.12万 | 0.63% | 47,591 | 30,156 | 173.0% | $225.66万 | 加仓 |
| GOOG | ALPHABET INC | $343.90万 | 0.61% | 11,988 | 8 | 0.1% | $2,295 | 加仓 |
| IAU | ISHARES GOLD TR | $269.41万 | 0.48% | 30,559 | -89 | -0.3% | -$7,846 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $173.67万 | 0.31% | 16,952 | 5,472 | 47.7% | $56.06万 | 加仓 |
| AMZN | AMAZON COM INC | $157.20万 | 0.28% | 7,548 | -1,466 | -16.3% | -$30.53万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $123.03万 | 0.22% | 31,579 | 15,111 | 91.8% | $58.87万 | 加仓 |
| V | VISA INC | $117.06万 | 0.21% | 3,873 | 8 | 0.2% | $2,418 | 加仓 |
| — | EXXON MOBIL CORP | $103.12万 | 0.18% | 6,078 | 18 | 0.3% | $3,054 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $97.53万 | 0.17% | 22,156 | 16 | 0.1% | $704 | 加仓 |
| META | META PLATFORMS INC | $86.18万 | 0.15% | 1,506 | 1 | 0.1% | $572 | 加仓 |
| TSLA | TESLA INC | $82.08万 | 0.14% | 2,208 | 9 | 0.4% | $3,346 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $80.05万 | 0.14% | 2,448 | 6 | 0.2% | $1,962 | 加仓 |
| CSCO | CISCO SYS INC | $65.20万 | 0.12% | 8,403 | 45 | 0.5% | $3,492 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.60万 | 0.10% | 2,397 | 12 | 0.5% | $2,934 | 加仓 |
| BWZ | SPDR SERIES TRUST | $54.45万 | 0.10% | 20,227 | 65 | 0.3% | $1,750 | 加仓 |
| SGDM | SPROTT ETF TRUST | $53.56万 | 0.09% | 7,095 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $52.05万 | 0.09% | 2,504 | -90 | -3.5% | -$1.87万 | 减仓 |
| GLD | SPDR GOLD TR | $47.57万 | 0.08% | 1,106 | -12 | -1.1% | -$5,162 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $45.82万 | 0.08% | 7,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $45.14万 | 0.08% | 3,239 | 19 | 0.6% | $2,648 | 加仓 |
| IEFA | ISHARES TR | $43.97万 | 0.08% | 4,857 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $42.98万 | 0.08% | 19,579 | 69 | 0.4% | $1,515 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $40.17万 | 0.07% | 7,075 | 3,118 | 78.8% | $17.70万 | 加仓 |
| MCD | MCDONALDS CORP | $38.09万 | 0.07% | 1,226 | 8 | 0.7% | $2,485 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.80万 | 0.07% | 1,106 | 1 | 0.1% | $342 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.59万 | 0.07% | 15,190 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $36.10万 | 0.06% | 12,856 | 148 | 1.2% | $4,156 | 加仓 |
| T | AT&T INC | $35.38万 | 0.06% | 12,203 | 20 | 0.2% | $580 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $35.09万 | 0.06% | 1,729 | 4 | 0.2% | $812 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.86万 | 0.06% | 1,185 | 6 | 0.5% | $1,765 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.50万 | 0.06% | 5,384 | 536 | 11.1% | $3.43万 | 加仓 |
| SO | SOUTHERN CO | $34.36万 | 0.06% | 3,560 | 27 | 0.8% | $2,606 | 加仓 |
| IUSG | ISHARES TR | $32.82万 | 0.06% | 2,116 | 3 | 0.1% | $465 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $32.68万 | 0.06% | 2,888 | -861 | -23.0% | -$9.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.55万 | 0.06% | 8,338 | 127 | 1.5% | $4,805 | 加仓 |
| LH | LABCORP HOLDINGS INC | $30.38万 | 0.05% | 1,139 | 3 | 0.3% | $800 | 加仓 |
| STIP | ISHARES TR | $30.07万 | 0.05% | 2,907 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $28.78万 | 0.05% | 40,706 | -12,900 | -24.1% | -$9.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.31万 | 0.05% | 3,048 | 247 | 8.8% | $2.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.14万 | 0.05% | 321 | 1 | 0.3% | $845 | 加仓 |
| PWR | QUANTA SVCS INC | $27.05万 | 0.05% | 493 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.42万 | 0.04% | 582 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.94万 | 0.04% | 922 | 5 | 0.5% | $1,353 | 加仓 |
| NXT | NEXTPOWER INC | $24.11万 | 0.04% | 2,000 | 2,000 | — | $24.11万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $24.04万 | 0.04% | 2,833 | 3 | 0.1% | $255 | 加仓 |
| VXUS | VANGUARD STAR FDS | $24.01万 | 0.04% | 3,114 | 4 | 0.1% | $308 | 加仓 |
| RTX | RTX CORPORATION | $23.97万 | 0.04% | 1,243 | 4 | 0.3% | $771 | 加仓 |
| VTV | VANGUARD INDEX FDS | $23.54万 | 0.04% | 1,200 | -94 | -7.3% | -$1.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $23.51万 | 0.04% | 393 | 1 | 0.3% | $598 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.25万 | 0.04% | 358 | 358 | — | $23.25万 | 新建仓 |
| C | CITIGROUP INC | $22.32万 | 0.04% | 1,968 | 18 | 0.9% | $2,042 | 加仓 |
| MDT | MEDTRONIC PLC | $21.85万 | 0.04% | 2,522 | 150 | 6.3% | $1.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $21.21万 | 0.04% | 976 | -61 | -5.9% | -$1.33万 | 减仓 |
| ORCL | ORACLE CORP | $21.17万 | 0.04% | 1,439 | 4 | 0.3% | $588 | 加仓 |
| WMB | WILLIAMS COS INC | $20.62万 | 0.04% | 2,833 | 2,833 | — | $20.62万 | 新建仓 |
| GE | GE AEROSPACE | $20.18万 | 0.04% | 711 | 1 | 0.1% | $284 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5,315 | -100.0% | -$28.67万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |