Scarborough Advisors, LLC
ANNAPOLIS MD · SEC CIK 0001815355
$9.14亿2026Q1 申报市值
759持仓数
38.3%前十大占比 · 第一大 6.6%
320 / 27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
SCHX 新建仓+$6,049.07万
IGIB 新建仓+$3,744.02万
CORO 新建仓+$2,919.07万
TLT 新建仓+$2,395.01万
VOO 新建仓+$2,226.69万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$2,658.37万
SPYV 减仓-$1,076.42万
QUAL 减仓-$689.42万
QQQM 减仓-$466.45万
DYNF 减仓-$453.20万
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 |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | $10.22万 | 0.01% | 1,864 | 9 | 0.5% | $494 | 加仓 |
| DSI | ISHARES TR | $10.30万 | 0.01% | 850 | 850 | — | $10.30万 | 新建仓 |
| IYF | ISHARES TR | $10.34万 | 0.01% | 879 | 879 | — | $10.34万 | 新建仓 |
| MS | MORGAN STANLEY | $10.37万 | 0.01% | 630 | 630 | — | $10.37万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $10.60万 | 0.01% | 3,775 | -37 | -1.0% | -$1,039 | 减仓 |
| MCD | MCDONALDS CORP | $10.69万 | 0.01% | 344 | 344 | — | $10.69万 | 新建仓 |
| IOO | ISHARES TR | $10.71万 | 0.01% | 885 | 885 | — | $10.71万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.87万 | 0.01% | 1,793 | 1,793 | — | $10.87万 | 新建仓 |
| IWP | ISHARES TR | $10.92万 | 0.01% | 852 | 852 | — | $10.92万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $10.97万 | 0.01% | 3,490 | 3,490 | — | $10.97万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $11.28万 | 0.01% | 1,021 | 2 | 0.2% | $221 | 加仓 |
| MOAT | VANECK ETF TRUST | $11.55万 | 0.01% | 1,195 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO EXCHANGE TRADED FD T | $12.31万 | 0.01% | 1,426 | -355 | -19.9% | -$3.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $12.31万 | 0.01% | 1,199 | 4 | 0.3% | $411 | 加仓 |
| — | VIRTUS ETF TR II | $12.52万 | 0.01% | 5,430 | 48 | 0.9% | $1,107 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $12.63万 | 0.01% | 1,482 | 1,482 | — | $12.63万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $12.87万 | 0.01% | 5,128 | 5,128 | — | $12.87万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $12.90万 | 0.01% | 330 | -3 | -0.9% | -$1,172 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.93万 | 0.01% | 263 | 263 | — | $12.93万 | 新建仓 |
| DTE | DTE ENERGY CO | $12.94万 | 0.01% | 885 | 885 | — | $12.94万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $13.11万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $13.46万 | 0.01% | 3,661 | 2,049 | 127.1% | $7.53万 | 加仓 |
| YUM | YUM BRANDS INC | $13.77万 | 0.02% | 886 | 886 | — | $13.77万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $13.97万 | 0.02% | 1,260 | -24 | -1.9% | -$2,660 | 减仓 |
| IVV | ISHARES TR | $14.11万 | 0.02% | 216 | 216 | — | $14.11万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $14.16万 | 0.02% | 493 | 493 | — | $14.16万 | 新建仓 |
| — | DBX ETF TR | $14.31万 | 0.02% | 4,193 | 4,193 | — | $14.31万 | 新建仓 |
| DIS | DISNEY WALT CO | $14.43万 | 0.02% | 1,497 | 1,497 | — | $14.43万 | 新建仓 |
| MSTR | STRATEGY INC | $14.49万 | 0.02% | 1,161 | 1,161 | — | $14.49万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $15.45万 | 0.02% | 3,275 | 3,275 | — | $15.45万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $15.77万 | 0.02% | 775 | 65 | 9.2% | $1.32万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $16.10万 | 0.02% | 5,864 | 5,864 | — | $16.10万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $16.29万 | 0.02% | 3,246 | 946 | 41.1% | $4.75万 | 加仓 |
| DGRW | WISDOMTREE TR | $16.31万 | 0.02% | 1,857 | -33 | -1.7% | -$2,899 | 减仓 |
| ESGV | VANGUARD WORLD FD | $16.61万 | 0.02% | 1,480 | 1,480 | — | $16.61万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $16.89万 | 0.02% | 3,875 | -1,307 | -25.2% | -$5.70万 | 减仓 |
| IREN | IREN LIMITED | $17.14万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $17.26万 | 0.02% | 1,247 | 1,247 | — | $17.26万 | 新建仓 |
| BKH | BLACK HILLS CORP | $17.98万 | 0.02% | 2,591 | 25 | 1.0% | $1,735 | 加仓 |
| INTU | INTUIT | $18.27万 | 0.02% | 423 | 423 | — | $18.27万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $19.17万 | 0.02% | 1,464 | -180 | -10.9% | -$2.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.56万 | 0.02% | 301 | 18 | 6.4% | $1.17万 | 加仓 |
| USFD | US FOODS HLDG CORP | $19.59万 | 0.02% | 2,124 | 2,124 | — | $19.59万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $19.61万 | 0.02% | 2,007 | 2,007 | — | $19.61万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.09万 | 0.02% | 284 | 284 | — | $20.09万 | 新建仓 |
| IUSV | ISHARES TR | $20.39万 | 0.02% | 1,995 | 1,995 | — | $20.39万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.55万 | 0.02% | 1,128 | 1,128 | — | $20.55万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $21.37万 | 0.02% | 1,473 | -129 | -8.1% | -$1.87万 | 减仓 |
| GEV | GE VERNOVA INC | $21.65万 | 0.02% | 248 | 131 | 112.0% | $11.43万 | 加仓 |
| OEF | ISHARES TR | $21.77万 | 0.02% | 684 | 684 | — | $21.77万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.81万 | 0.02% | 1,102 | 1,102 | — | $22.81万 | 新建仓 |
| PFE | PFIZER INC | $23.14万 | 0.03% | 8,242 | 8,242 | — | $23.14万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.30万 | 0.03% | 4,779 | 99 | 2.1% | $4,826 | 加仓 |
| FTV | FORTIVE CORP | $23.77万 | 0.03% | 4,299 | -48 | -1.1% | -$2,654 | 减仓 |
| VLTO | VERALTO CORP | $23.87万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $24.00万 | 0.03% | 420 | -21 | -4.8% | -$1.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $24.09万 | 0.03% | 985 | 985 | — | $24.09万 | 新建仓 |
| F | FORD MTR CO | $24.49万 | 0.03% | 21,219 | 21,219 | — | $24.49万 | 新建仓 |
| EMB | ISHARES TR | $24.90万 | 0.03% | 2,651 | 2,651 | — | $24.90万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.05万 | 0.03% | 1,075 | 1,075 | — | $26.05万 | 新建仓 |
| ITA | ISHARES TR | $26.43万 | 0.03% | 1,208 | 1,208 | — | $26.43万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $28.76万 | 0.03% | 2,143 | -38 | -1.7% | -$5,099 | 减仓 |
| IFRA | ISHARES TR | $28.80万 | 0.03% | 5,035 | 56 | 1.1% | $3,203 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $29.00万 | 0.03% | 19,530 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.51万 | 0.03% | 2,236 | -37 | -1.6% | -$4,883 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.71万 | 0.03% | 6,731 | 6,731 | — | $30.71万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.09万 | 0.04% | 979 | 979 | — | $33.09万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $33.27万 | 0.04% | 4,812 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.49万 | 0.04% | 1,974 | 145 | 7.9% | $2.46万 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $33.53万 | 0.04% | 8,251 | -1,478 | -15.2% | -$6.01万 | 减仓 |
| IWF | ISHARES TR | $34.24万 | 0.04% | 803 | 803 | — | $34.24万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $34.64万 | 0.04% | 5,849 | 11 | 0.2% | $651 | 加仓 |
| BA | BOEING CO | $35.17万 | 0.04% | 1,767 | 1,039 | 142.7% | $20.68万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $35.29万 | 0.04% | 5,755 | -765 | -11.7% | -$4.69万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.74万 | 0.04% | 580 | -18 | -3.0% | -$1.11万 | 减仓 |
| ABBV | ABBVIE INC | $39.41万 | 0.04% | 1,812 | 78 | 4.5% | $1.70万 | 加仓 |
| V | VISA INC | $41.11万 | 0.04% | 1,360 | 11 | 0.8% | $3,325 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $43.67万 | 0.05% | 5,395 | 5,395 | — | $43.67万 | 新建仓 |
| MPC | MARATHON PETE CORP | $44.35万 | 0.05% | 1,816 | 6 | 0.3% | $1,465 | 加仓 |
| SLV | ISHARES SILVER TR | $46.53万 | 0.05% | 6,829 | -41,865 | -86.0% | -$285.27万 | 减仓 |
| ESGU | ISHARES TR | $47.01万 | 0.05% | 3,324 | 1,613 | 94.3% | $22.81万 | 加仓 |
| IYW | ISHARES TR | $47.40万 | 0.05% | 2,613 | 2,613 | — | $47.40万 | 新建仓 |
| GE | GE AEROSPACE | $50.12万 | 0.05% | 1,766 | 1,766 | — | $50.12万 | 新建仓 |
| SGOV | ISHARES TR | $52.09万 | 0.06% | 5,175 | 24 | 0.5% | $2,416 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $54.44万 | 0.06% | 9,835 | -962 | -8.9% | -$5.33万 | 减仓 |
| HD | HOME DEPOT INC | $55.11万 | 0.06% | 1,676 | 1,676 | — | $55.11万 | 新建仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $55.48万 | 0.06% | 27,157 | 27,157 | — | $55.48万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.64万 | 0.06% | 3,757 | 3,757 | — | $55.64万 | 新建仓 |
| TSLA | TESLA INC | $56.62万 | 0.06% | 1,523 | 70 | 4.8% | $2.60万 | 加仓 |
| AMGN | AMGEN INC | $56.73万 | 0.06% | 1,612 | -118 | -6.8% | -$4.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.33万 | 0.06% | 3,987 | 161 | 4.2% | $2.36万 | 加仓 |
| AVGO | BROADCOM INC | $59.78万 | 0.07% | 1,932 | -164 | -7.8% | -$5.07万 | 减仓 |
| GM | GENERAL MTRS CO | $60.35万 | 0.07% | 8,101 | 67 | 0.8% | $4,991 | 加仓 |
| IUSB | ISHARES TR | $60.92万 | 0.07% | 13,189 | -2,717 | -17.1% | -$12.55万 | 减仓 |
| ICVT | ISHARES TR | $64.70万 | 0.07% | 6,357 | -457 | -6.7% | -$4.65万 | 减仓 |
| LLY | ELI LILLY & CO | $67.43万 | 0.07% | 733 | 733 | — | $67.43万 | 新建仓 |
| EFG | ISHARES TR | $70.63万 | 0.08% | 6,342 | 6,342 | — | $70.63万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $71.88万 | 0.08% | 30,958 | 30,958 | — | $71.88万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.20万 | 0.08% | 735 | -4 | -0.5% | -$3,984 | 减仓 |
| PULS | PGIM ETF TR | $73.38万 | 0.08% | 14,824 | -3,560 | -19.4% | -$17.62万 | 减仓 |