Navalign, LLC
ENCINO CA · SEC CIK 0001820593
$4.29亿2026Q2 申报市值
132持仓数
55.1%前十大占比 · 第一大 11.5%
3 / 7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
VXUS 重新持有+$2,434.24万
FBND 加仓+$240.98万
SCHP 加仓+$88.49万
HONA 新建仓+$70.26万
UCON 加仓+$53.58万
2026Q2 卖出最多 按季末市值估算
VIGI 减仓-$2,361.29万
SGOV 减仓-$106.79万
HON 减仓-$71.95万
USRT 清仓-$63.09万
XLY 清仓-$47.39万
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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $182.43万 | 0.43% | 36,067 | 347 | 1.0% | $1.76万 | 加仓 |
| BLK | BLACKROCK INC | $183.48万 | 0.43% | 1,908 | 33 | 1.8% | $3.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $186.17万 | 0.43% | 12,696 | 481 | 3.9% | $7.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $188.97万 | 0.44% | 2,020 | 19 | 0.9% | $1.78万 | 加仓 |
| CSCO | CISCO SYS INC | $192.80万 | 0.45% | 16,414 | -280 | -1.7% | -$3.29万 | 减仓 |
| MRK | MERCK & CO INC | $207.40万 | 0.48% | 16,140 | 215 | 1.4% | $2.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $212.99万 | 0.50% | 2,106 | -54 | -2.5% | -$5.46万 | 减仓 |
| LLY | ELI LILLY & CO | $214.00万 | 0.50% | 1,784 | 41 | 2.4% | $4.92万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $220.26万 | 0.51% | 15,075 | 170 | 1.1% | $2.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $223.57万 | 0.52% | 37,455 | -124 | -0.3% | -$7,402 | 减仓 |
| MCK | MCKESSON CORP | $224.74万 | 0.52% | 2,974 | 21 | 0.7% | $1.59万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $225.16万 | 0.52% | 28,900 | 1,503 | 5.5% | $11.71万 | 加仓 |
| GOOG | ALPHABET INC | $233.68万 | 0.54% | 6,614 | -117 | -1.7% | -$4.13万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $257.86万 | 0.60% | 7,562 | -141 | -1.8% | -$4.81万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $279.85万 | 0.65% | 76,608 | 11,249 | 17.2% | $41.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $283.43万 | 0.66% | 7,598 | 440 | 6.1% | $16.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $286.62万 | 0.67% | 8,756 | -29 | -0.3% | -$9,493 | 减仓 |
| AMZN | AMAZON COM INC | $330.06万 | 0.77% | 13,848 | 297 | 2.2% | $7.08万 | 加仓 |
| AVGO | BROADCOM INC | $340.46万 | 0.79% | 9,013 | -41 | -0.5% | -$1.55万 | 减仓 |
| V | VISA INC | $371.95万 | 0.87% | 10,841 | 55 | 0.5% | $1.89万 | 加仓 |
| META | META PLATFORMS INC | $441.71万 | 1.03% | 7,842 | 13 | 0.2% | $7,322 | 加仓 |
| GOOGL | ALPHABET INC | $505.05万 | 1.18% | 14,133 | -340 | -2.3% | -$12.15万 | 减仓 |
| AMGN | AMGEN INC | $822.55万 | 1.92% | 22,715 | -29 | -0.1% | -$1.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $863.59万 | 2.01% | 43,160 | -765 | -1.7% | -$15.31万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $902.52万 | 2.10% | 42,418 | 367 | 0.9% | $7.81万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $919.94万 | 2.14% | 290,110 | -244 | -0.1% | -$7,737 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $947.23万 | 2.21% | 131,050 | 612 | 0.5% | $4.42万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $978.77万 | 2.28% | 78,452 | -1,257 | -1.6% | -$15.68万 | 减仓 |
| CMF | ISHARES TR | $1,164.54万 | 2.71% | 202,036 | 1,142 | 0.6% | $6.58万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,482.30万 | 3.45% | 153,717 | 2,129 | 1.4% | $20.53万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,543.13万 | 3.60% | 620,228 | 21,534 | 3.6% | $53.58万 | 加仓 |
| GUNR | FLEXSHARES TR | $1,715.12万 | 4.00% | 348,035 | 4,028 | 1.2% | $19.85万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,924.19万 | 4.48% | 726,108 | 33,394 | 4.8% | $88.49万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,124.26万 | 4.95% | 349,442 | 3,966 | 1.1% | $24.11万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,167.59万 | 5.05% | 182,166 | -3,533 | -1.9% | -$42.04万 | 减仓 |
| IJR | ISHARES TR | $2,428.65万 | 5.66% | 163,755 | -2,432 | -1.5% | -$36.07万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,438.04万 | 5.68% | 285,185 | 284,740 | 63,986.5% | $2,434.24万 | 重新持有 |
| AAPL | APPLE INC | $2,877.71万 | 6.71% | 99,451 | -825 | -0.8% | -$23.87万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,926.67万 | 11.48% | 1,083,023 | 52,974 | 5.1% | $240.98万 | 加仓 |