REBALANCE, LLC
PALO ALTO CA · SEC CIK 0001811052
$17.22亿2026Q1 申报市值
101持仓数
79.2%前十大占比 · 第一大 22.0%
3 / 7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
SGOV 加仓+$2,479.51万
AGG 加仓+$400.63万
SCHB 加仓+$299.38万
VCIT 加仓+$243.00万
USHY 加仓+$212.86万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$185.91万
VEA 减仓-$137.21万
AAPL 减仓-$99.41万
ROK 清仓-$43.65万
VWO 减仓-$32.04万
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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | -1,122 | -100.0% | -$43.65万 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | -883 | -100.0% | -$27.71万 | 清仓 |
| AVGO | BROADCOM INC COM | $0 | 0.00% | 0 | -737 | -100.0% | -$25.51万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $0 | 0.00% | 0 | -11,028 | -100.0% | -$22.64万 | 清仓 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $0 | 0.00% | 0 | -9,694 | -100.0% | -$22.37万 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -453 | -100.0% | -$22.21万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -685 | -100.0% | -$20.11万 | 清仓 |
| AMZN | AMAZON COM INC COM | $20.81万 | 0.01% | 999 | -746 | -42.8% | -$15.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $21.07万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $21.46万 | 0.01% | 2,728 | -115 | -4.0% | -$9,046 | 减仓 |
| PEP | PEPSICO INC COM | $22.55万 | 0.01% | 1,452 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.91万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $24.27万 | 0.01% | 1,237 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $24.53万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $25.00万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $25.93万 | 0.02% | 2,000 | 2,000 | — | $25.93万 | 新建仓 |
| KO | COCA COLA CO COM | $27.37万 | 0.02% | 3,599 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $28.32万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $29.22万 | 0.02% | 1,016 | -300 | -22.8% | -$8.63万 | 减仓 |
| LOW | LOWES COS INC COM | $29.54万 | 0.02% | 1,250 | -50 | -3.8% | -$1.18万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $31.04万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $33.02万 | 0.02% | 1,351 | -69 | -4.9% | -$1.69万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $36.20万 | 0.02% | 2,617 | 3 | 0.1% | $415 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $36.33万 | 0.02% | 1,235 | -548 | -30.7% | -$16.12万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $36.73万 | 0.02% | 2,505 | 9 | 0.4% | $1,320 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $39.75万 | 0.02% | 2,180 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $40.56万 | 0.02% | 4,426 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $41.02万 | 0.02% | 1,356 | -169 | -11.1% | -$5.11万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $41.61万 | 0.02% | 5,867 | 14 | 0.2% | $993 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $43.29万 | 0.03% | 2,482 | -1,795 | -42.0% | -$31.30万 | 减仓 |
| — | EXXON MOBIL CORP COM | $46.38万 | 0.03% | 2,734 | -100 | -3.5% | -$1.70万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $48.30万 | 0.03% | 8,505 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $49.69万 | 0.03% | 8,767 | 8,767 | — | $49.69万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $51.22万 | 0.03% | 3,546 | -35 | -1.0% | -$5,055 | 减仓 |
| LLY | ELI LILLY & CO COM | $51.88万 | 0.03% | 564 | -20 | -3.4% | -$1.84万 | 减仓 |
| CAT | CATERPILLAR INC COM | $55.33万 | 0.03% | 781 | -60 | -7.1% | -$4.25万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $55.71万 | 0.03% | 7,106 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $57.08万 | 0.03% | 3,880 | -326 | -7.8% | -$4.80万 | 减仓 |
| CSCO | CISCO SYS INC COM | $61.15万 | 0.04% | 7,881 | -66 | -0.8% | -$5,121 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $66.21万 | 0.04% | 17,039 | 43 | 0.3% | $1,671 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $73.83万 | 0.04% | 5,555 | -72 | -1.3% | -$9,569 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $74.32万 | 0.04% | 24,511 | 24,511 | — | $74.32万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $75.53万 | 0.04% | 8,945 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $79.76万 | 0.05% | 33,983 | -12,678 | -27.2% | -$29.76万 | 减仓 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $80.60万 | 0.05% | 36,421 | -13,511 | -27.1% | -$29.90万 | 减仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $80.73万 | 0.05% | 35,178 | -13,076 | -27.1% | -$30.01万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $82.87万 | 0.05% | 16,786 | 85 | 0.5% | $4,197 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $83.26万 | 0.05% | 3,435 | -175 | -4.8% | -$4.24万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $89.77万 | 0.05% | 11,953 | -1 | -0.0% | -$75 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $100.59万 | 0.06% | 7,852 | 4 | 0.1% | $512 | 加仓 |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | $115.29万 | 0.07% | 16,666 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $115.61万 | 0.07% | 7,933 | 25 | 0.3% | $3,643 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $117.90万 | 0.07% | 12,138 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $129.67万 | 0.08% | 14,709 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $141.28万 | 0.08% | 3,817 | -541 | -12.4% | -$20.02万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $162.84万 | 0.09% | 5,449 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $166.84万 | 0.10% | 6,574 | -3,917 | -37.3% | -$99.41万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $168.56万 | 0.10% | 20,449 | -142 | -0.7% | -$1.17万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $170.36万 | 0.10% | 11,673 | 67 | 0.6% | $9,778 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $171.51万 | 0.10% | 5,674 | 6 | 0.1% | $1,814 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $184.31万 | 0.11% | 18,859 | -408 | -2.1% | -$3.99万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $185.24万 | 0.11% | 52,268 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $185.52万 | 0.11% | 2,840 | 7 | 0.2% | $4,573 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $190.74万 | 0.11% | 404,114 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $191.31万 | 0.11% | 21,132 | 240 | 1.1% | $2.17万 | 加仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $238.85万 | 0.14% | 23,656 | 144 | 0.6% | $1.45万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $255.89万 | 0.15% | 4,282 | 38 | 0.9% | $2.27万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $267.65万 | 0.16% | 12,320 | 33 | 0.3% | $7,169 | 加仓 |
| GLD | SPDR GOLD SHARES | $269.06万 | 0.16% | 6,253 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $296.75万 | 0.17% | 25,843 | -738 | -2.8% | -$8.47万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $303.58万 | 0.18% | 11,591 | 44 | 0.4% | $1.15万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $334.11万 | 0.19% | 13,472 | -701 | -4.9% | -$17.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $370.66万 | 0.22% | 7,735 | -141 | -1.8% | -$6.76万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $406.30万 | 0.24% | 27,869 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $408.44万 | 0.24% | 60,483 | -184 | -0.3% | -$1.24万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $434.36万 | 0.25% | 45,935 | 497 | 1.1% | $4.70万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $491.14万 | 0.29% | 7,552 | -150 | -1.9% | -$9.76万 | 减仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $519.47万 | 0.30% | 263,421 | 3,673 | 1.4% | $7.24万 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $538.85万 | 0.31% | 246,692 | -9,130 | -3.6% | -$19.94万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $544.32万 | 0.32% | 204,555 | 3,863 | 1.9% | $10.28万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $572.11万 | 0.33% | 249,667 | -8,396 | -3.3% | -$19.24万 | 减仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $597.99万 | 0.35% | 268,359 | 3,466 | 1.3% | $7.72万 | 加仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $607.06万 | 0.35% | 270,646 | 3,511 | 1.3% | $7.88万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $704.99万 | 0.41% | 88,612 | -658 | -0.7% | -$5.24万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $740.17万 | 0.43% | 34,641 | 133 | 0.4% | $2.84万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $801.10万 | 0.47% | 18,788 | 17 | 0.1% | $7,249 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $910.91万 | 0.53% | 171,159 | 5,969 | 3.6% | $31.77万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $917.22万 | 0.53% | 24,744 | 48 | 0.2% | $1.78万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $989.21万 | 0.57% | 104,967 | 9,017 | 9.4% | $84.98万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $1,046.39万 | 0.61% | 478,021 | 18,633 | 4.1% | $40.79万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1,053.72万 | 0.61% | 453,018 | 17,621 | 4.0% | $40.99万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,624.70万 | 0.94% | 220,627 | 6,750 | 3.2% | $49.71万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,832.07万 | 1.06% | 723,281 | -10,788 | -1.5% | -$27.33万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1,840.84万 | 1.07% | 759,422 | -12,933 | -1.7% | -$31.35万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $1,843.17万 | 1.07% | 760,385 | -12,352 | -1.6% | -$29.94万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2,948.50万 | 1.71% | 199,088 | 7,507 | 3.9% | $111.18万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $3,157.29万 | 1.83% | 313,659 | 246,325 | 365.8% | $2,479.51万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3,541.44万 | 2.06% | 655,215 | -5,927 | -0.9% | -$32.04万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $5,182.70万 | 3.01% | 584,295 | 10,679 | 1.9% | $94.72万 | 加仓 |