BLUESTEM FINANCIAL ADVISORS, LLC
SAVOY IL · SEC CIK 0001820680
$2.86亿2026Q2 申报市值
34持仓数
83.3%前十大占比 · 第一大 20.9%
2 / 1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
BND 加仓+$648.44万
EAGG 加仓+$73.22万
VOO 加仓+$32.14万
RVMD 新建仓+$22.43万
CAT 新建仓+$21.36万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$282.63万
VEU 减仓-$86.50万
ITOT 清仓-$82.17万
VB 减仓-$78.33万
VTI 减仓-$64.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $5,977.65万 | 20.94% | 814,283 | 88,331 | 12.2% | $648.44万 | 加仓 |
| IVV | ISHARES TR | $5,850.28万 | 20.49% | 78,119 | -3,774 | -4.6% | -$282.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,667.62万 | 12.85% | 120,996 | -2,584 | -2.1% | -$78.33万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,565.37万 | 12.49% | 425,716 | -10,328 | -2.4% | -$86.50万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,504.10万 | 5.27% | 155,978 | -833 | -0.5% | -$8.03万 | 减仓 |
| EAGG | ISHARES TR | $731.11万 | 2.56% | 154,210 | 15,445 | 11.1% | $73.22万 | 加仓 |
| SUSL | ISHARES TR | $665.50万 | 2.33% | 50,128 | 858 | 1.7% | $11.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $631.77万 | 2.21% | 88,670 | 1,830 | 2.1% | $13.04万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $626.80万 | 2.20% | 80,452 | -2,264 | -2.7% | -$17.64万 | 减仓 |
| ESML | ISHARES TR | $565.21万 | 1.98% | 101,057 | 1,541 | 1.5% | $8.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $539.57万 | 1.89% | 14,581 | -1,731 | -10.6% | -$64.06万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $500.15万 | 1.75% | 60,742 | 2,076 | 3.5% | $17.09万 | 加仓 |
| ISTB | ISHARES TR | $444.95万 | 1.56% | 92,217 | -1,978 | -2.1% | -$9.54万 | 减仓 |
| AGG | ISHARES TR | $422.56万 | 1.48% | 42,691 | -941 | -2.2% | -$9.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $418.61万 | 1.47% | 6,095 | 468 | 8.3% | $32.14万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $386.53万 | 1.35% | 43,984 | -1,589 | -3.5% | -$13.96万 | 减仓 |
| IJR | ISHARES TR | $351.81万 | 1.23% | 23,721 | 126 | 0.5% | $1.87万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $274.43万 | 0.96% | 75,957 | -1,848 | -2.4% | -$6.68万 | 减仓 |
| VV | VANGUARD INDEX FDS | $261.04万 | 0.91% | 7,590 | -688 | -8.3% | -$23.66万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $257.70万 | 0.90% | 30,144 | -1,524 | -4.8% | -$13.03万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $172.41万 | 0.60% | 34,086 | 3,974 | 13.2% | $20.10万 | 加仓 |
| SUSA | ISHARES TR | $167.58万 | 0.59% | 10,861 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $117.89万 | 0.41% | 14,633 | -883 | -5.7% | -$7.11万 | 减仓 |
| AAPL | APPLE INC | $79.41万 | 0.28% | 2,744 | -19 | -0.7% | -$5,498 | 减仓 |
| MSFT | MICROSOFT CORP | $60.09万 | 0.21% | 1,611 | -27 | -1.6% | -$1.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.07万 | 0.21% | 791 | -282 | -26.3% | -$21.06万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $57.87万 | 0.20% | 24,438 | -214 | -0.9% | -$5,068 | 减仓 |
| IJH | ISHARES TR | $41.19万 | 0.14% | 5,342 | 327 | 6.5% | $2.52万 | 加仓 |
| APH | AMPHENOL CORP | $33.59万 | 0.12% | 1,905 | 10 | 0.5% | $1,763 | 加仓 |
| ESGV | VANGUARD WORLD FD | $31.06万 | 0.11% | 2,349 | -104 | -4.2% | -$1.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.22万 | 0.08% | 484 | 6 | 1.3% | $3,002 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $22.43万 | 0.08% | 1,198 | 1,198 | — | $22.43万 | 新建仓 |
| USSG | DBX ETF TR | $21.80万 | 0.08% | 3,138 | -1,147 | -26.8% | -$7.97万 | 减仓 |
| CAT | CATERPILLAR INC | $21.36万 | 0.07% | 201 | 201 | — | $21.36万 | 新建仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -5,769 | -100.0% | -$82.17万 | 清仓 |