BLUESTEM FINANCIAL ADVISORS, LLC
SAVOY IL · SEC CIK 0001820680
$2.59亿2026Q1 申报市值
33持仓数
83.2%前十大占比 · 第一大 20.7%
4 / 1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
VTEB 新建仓+$150.23万
IVV 加仓+$133.58万
ITOT 新建仓+$82.17万
VB 加仓+$64.98万
VEU 加仓+$48.39万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$141.49万
ISTB 减仓-$59.51万
VUG 清仓-$57.09万
SPYM 减仓-$32.51万
IJR 减仓-$13.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,349.34万 | 20.66% | 81,893 | 2,045 | 2.6% | $133.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,345.91万 | 20.64% | 725,952 | -19,214 | -2.6% | -$141.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,274.69万 | 12.65% | 436,044 | 6,443 | 1.5% | $48.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,236.80万 | 12.50% | 123,580 | 2,481 | 2.0% | $64.98万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,390.92万 | 5.37% | 156,811 | 1,079 | 0.7% | $9.57万 | 加仓 |
| EAGG | ISHARES TR | $659.83万 | 2.55% | 138,765 | -279 | -0.2% | -$1.33万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $648.58万 | 2.50% | 82,716 | 994 | 1.2% | $7.79万 | 加仓 |
| SUSL | ISHARES TR | $559.72万 | 2.16% | 49,270 | 138 | 0.3% | $1.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $556.47万 | 2.15% | 86,840 | -1,948 | -2.2% | -$12.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $523.30万 | 2.02% | 16,312 | 647 | 4.1% | $20.76万 | 加仓 |
| ESML | ISHARES TR | $467.93万 | 1.81% | 99,516 | 843 | 0.9% | $3.96万 | 加仓 |
| ISTB | ISHARES TR | $456.47万 | 1.76% | 94,195 | -12,280 | -11.5% | -$59.51万 | 减仓 |
| AGG | ISHARES TR | $433.14万 | 1.67% | 43,632 | -188 | -0.4% | -$1.87万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $420.81万 | 1.63% | 58,666 | 521 | 0.9% | $3.74万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $348.82万 | 1.35% | 45,573 | -4,248 | -8.5% | -$32.51万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $336.22万 | 1.30% | 5,627 | 293 | 5.5% | $17.51万 | 加仓 |
| IJR | ISHARES TR | $293.30万 | 1.13% | 23,595 | -1,082 | -4.4% | -$13.45万 | 减仓 |
| VV | VANGUARD INDEX FDS | $247.40万 | 0.96% | 8,278 | 6 | 0.1% | $1,793 | 加仓 |
| VXUS | VANGUARD STAR FDS | $244.19万 | 0.94% | 31,668 | -406 | -1.3% | -$3.13万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $226.26万 | 0.87% | 77,805 | 5 | 0.0% | $145 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $150.23万 | 0.58% | 30,112 | 30,112 | — | $150.23万 | 新建仓 |
| SUSA | ISHARES TR | $143.47万 | 0.55% | 10,861 | 354 | 3.4% | $4.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $111.40万 | 0.43% | 3,879 | 2 | 0.1% | $574 | 加仓 |
| ITOT | ISHARES TR | $82.17万 | 0.32% | 5,769 | 5,769 | — | $82.17万 | 新建仓 |
| AAPL | APPLE INC | $70.13万 | 0.27% | 2,763 | -185 | -6.3% | -$4.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.79万 | 0.27% | 1,073 | 287 | 36.5% | $18.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $60.63万 | 0.23% | 1,638 | 9 | 0.6% | $3,332 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $52.98万 | 0.20% | 24,652 | 43 | 0.2% | $924 | 加仓 |
| IJH | ISHARES TR | $33.87万 | 0.13% | 5,015 | -47 | -0.9% | -$3,174 | 减仓 |
| ESGV | VANGUARD WORLD FD | $27.54万 | 0.11% | 2,453 | 1 | 0.0% | $112 | 加仓 |
| USSG | DBX ETF TR | $25.57万 | 0.10% | 4,285 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $23.94万 | 0.09% | 1,895 | 1,895 | — | $23.94万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.91万 | 0.09% | 478 | 478 | — | $22.91万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,170 | -100.0% | -$57.09万 | 清仓 |