REBALANCE, LLC
PALO ALTO CA · SEC CIK 0001811052
$19.08亿2026Q2 申报市值
103持仓数
80.6%前十大占比 · 第一大 22.4%
4 / 3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
AGG 加仓+$1,670.57万
VCIT 加仓+$967.09万
SCHF 加仓+$840.44万
USHY 加仓+$626.86万
VEA 加仓+$512.51万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$1,381.95万
SGOV 减仓-$1,136.44万
SCHB 减仓-$996.32万
IJR 减仓-$230.07万
VYM 减仓-$183.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $4.27亿 | 22.37% | 14,738,453 | -344,034 | -2.3% | -$996.32万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.60亿 | 13.64% | 703,210 | -37,346 | -5.0% | -$1,381.95万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.00亿 | 10.46% | 7,208,057 | 303,407 | 4.4% | $840.44万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.61亿 | 8.45% | 1,629,077 | 168,779 | 11.6% | $1,670.57万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.18亿 | 6.21% | 1,661,823 | 71,931 | 4.5% | $512.51万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $9,868.24万 | 5.17% | 1,193,980 | 117,010 | 10.9% | $967.09万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $8,333.48万 | 4.37% | 2,298,258 | 113,863 | 5.2% | $412.87万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $7,061.80万 | 3.70% | 1,907,564 | 169,330 | 9.7% | $626.86万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6,066.13万 | 3.18% | 409,017 | -15,513 | -3.7% | -$230.07万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $5,917.87万 | 3.10% | 613,696 | 29,401 | 5.0% | $283.51万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4,173.46万 | 2.19% | 699,190 | 43,975 | 6.7% | $262.49万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2,962.86万 | 1.55% | 187,487 | -11,601 | -5.8% | -$183.33万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2,021.16万 | 1.06% | 200,771 | -112,888 | -36.0% | -$1,136.44万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,823.74万 | 0.96% | 248,432 | 27,805 | 12.6% | $204.12万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1,730.01万 | 0.91% | 714,290 | -45,132 | -5.9% | -$109.31万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $1,725.13万 | 0.90% | 711,980 | -48,405 | -6.4% | -$117.29万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,724.29万 | 0.90% | 682,885 | -40,396 | -5.6% | -$102.00万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,113.90万 | 0.58% | 113,432 | 8,465 | 8.1% | $83.13万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1,061.96万 | 0.56% | 458,533 | 5,515 | 1.2% | $12.77万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $1,055.09万 | 0.55% | 483,987 | 5,966 | 1.2% | $13.01万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1,031.23万 | 0.54% | 24,185 | -559 | -2.3% | -$23.84万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1,005.59万 | 0.53% | 189,127 | 17,968 | 10.5% | $95.54万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $908.80万 | 0.48% | 73,190 | -1,962 | -2.6% | -$24.36万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $838.64万 | 0.44% | 34,593 | -48 | -0.1% | -$1.16万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $747.74万 | 0.39% | 93,502 | 4,890 | 5.5% | $39.11万 | 加仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $670.33万 | 0.35% | 299,656 | 29,010 | 10.7% | $64.90万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $661.25万 | 0.35% | 288,882 | 39,215 | 15.7% | $89.76万 | 加仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $659.63万 | 0.35% | 297,936 | 29,577 | 11.0% | $65.48万 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $585.49万 | 0.31% | 270,435 | 23,743 | 9.6% | $51.40万 | 加仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $581.31万 | 0.30% | 297,499 | 34,078 | 12.9% | $66.59万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $575.56万 | 0.30% | 217,193 | 12,638 | 6.2% | $33.49万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $464.55万 | 0.24% | 6,221 | -1,331 | -17.6% | -$99.39万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $430.47万 | 0.23% | 27,900 | 31 | 0.1% | $4,783 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $418.47万 | 0.22% | 54,270 | -6,213 | -10.3% | -$47.91万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $404.75万 | 0.21% | 39,584 | -6,351 | -13.8% | -$64.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $388.55万 | 0.20% | 7,765 | 30 | 0.4% | $1.50万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $383.80万 | 0.20% | 12,774 | -698 | -5.2% | -$20.97万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $347.15万 | 0.18% | 11,452 | -139 | -1.2% | -$4.21万 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $336.48万 | 0.18% | 24,464 | -1,379 | -5.3% | -$18.97万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $284.99万 | 0.15% | 4,149 | -133 | -3.1% | -$9.14万 | 减仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $277.60万 | 0.15% | 24,573 | 917 | 3.9% | $10.36万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $273.21万 | 0.14% | 11,244 | -1,076 | -8.7% | -$26.14万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $269.54万 | 0.14% | 404,114 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $227.33万 | 0.12% | 6,171 | -82 | -1.3% | -$3.02万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $223.96万 | 0.12% | 23,189 | 2,057 | 9.7% | $19.87万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $218.18万 | 0.11% | 18,859 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $209.41万 | 0.11% | 2,796 | -44 | -1.5% | -$3.30万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $207.32万 | 0.11% | 5,669 | -5 | -0.1% | -$1,829 | 减仓 |
| AAPL | APPLE INC COM | $191.43万 | 0.10% | 6,616 | 42 | 0.6% | $1.22万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $187.40万 | 0.10% | 5,449 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $183.52万 | 0.10% | 20,727 | 278 | 1.4% | $2.46万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $179.12万 | 0.09% | 11,770 | 97 | 0.8% | $1.48万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $157.69万 | 0.08% | 52,268 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $144.94万 | 0.08% | 3,886 | 69 | 1.8% | $2.57万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $138.06万 | 0.07% | 13,291 | 1,153 | 9.5% | $11.98万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $130.97万 | 0.07% | 7,957 | 24 | 0.3% | $3,950 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $120.86万 | 0.06% | 8,255 | 403 | 5.1% | $5.90万 | 加仓 |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | $119.94万 | 0.06% | 15,804 | -862 | -5.2% | -$6.54万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $114.30万 | 0.06% | 15,137 | 428 | 2.9% | $3.23万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $107.07万 | 0.06% | 5,620 | 65 | 1.2% | $1.24万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $101.38万 | 0.05% | 12,105 | 152 | 1.3% | $1.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $96.60万 | 0.05% | 3,435 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $92.57万 | 0.05% | 7,881 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $90.31万 | 0.05% | 16,845 | 59 | 0.4% | $3,163 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $83.87万 | 0.04% | 8,992 | 47 | 0.5% | $4,384 | 加仓 |
| CAT | CATERPILLAR INC COM | $83.17万 | 0.04% | 781 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $81.53万 | 0.04% | 36,927 | 506 | 1.4% | $1.12万 | 加仓 |
| IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $81.07万 | 0.04% | 34,497 | 514 | 1.5% | $1.21万 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $81.06万 | 0.04% | 35,790 | 612 | 1.7% | $1.39万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $75.94万 | 0.04% | 24,907 | 396 | 1.6% | $1.21万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $69.20万 | 0.04% | 15,600 | -1,439 | -8.4% | -$6.38万 | 减仓 |
| LLY | ELI LILLY & CO COM | $68.25万 | 0.04% | 569 | 5 | 0.9% | $5,997 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $59.27万 | 0.03% | 7,205 | 99 | 1.4% | $8,144 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $58.18万 | 0.03% | 8,505 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $57.15万 | 0.03% | 3,900 | 20 | 0.5% | $2,931 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $52.00万 | 0.03% | 3,546 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $51.00万 | 0.03% | 9,030 | 263 | 3.0% | $1.49万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $50.82万 | 0.03% | 2,180 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $50.62万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $46.88万 | 0.02% | 1,386 | 30 | 2.2% | $1.01万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $45.13万 | 0.02% | 5,508 | -359 | -6.1% | -$2.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $42.42万 | 0.02% | 1,296 | 61 | 4.9% | $2.00万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $41.19万 | 0.02% | 2,624 | 7 | 0.3% | $1,099 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $40.56万 | 0.02% | 4,426 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $37.38万 | 0.02% | 2,734 | 2,734 | — | $37.38万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $36.74万 | 0.02% | 2,316 | -189 | -7.5% | -$3.00万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $35.38万 | 0.02% | 4,107 | 219 | 5.6% | $1.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $35.06万 | 0.02% | 1,752 | -730 | -29.4% | -$14.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $34.34万 | 0.02% | 1,352 | 1 | 0.1% | $254 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $34.26万 | 0.02% | 2,867 | 3 | 0.1% | $359 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $33.20万 | 0.02% | 929 | -87 | -8.6% | -$3.11万 | 减仓 |
| KO | COCA COLA CO COM | $29.29万 | 0.02% | 3,604 | 5 | 0.1% | $406 | 加仓 |
| VTV | VANGUARD VALUE ETF | $27.98万 | 0.01% | 1,284 | 47 | 3.8% | $1.02万 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $27.83万 | 0.01% | 1,804 | 1,804 | — | $27.83万 | 新建仓 |
| LOW | LOWES COS INC COM | $27.56万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $24.91万 | 0.01% | 1,503 | 3 | 0.2% | $497 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $23.64万 | 0.01% | 2,728 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $23.51万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $21.75万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $21.36万 | 0.01% | 896 | -103 | -10.3% | -$2.45万 | 减仓 |