Sightline Wealth Advisors, LLC
GROTON CT · SEC CIK 0001841979
$2.36亿2026Q1 申报市值
91持仓数
58.5%前十大占比 · 第一大 11.6%
1 / 8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
SCHV 加仓+$470.72万
SCHJ 加仓+$304.99万
BKAG 加仓+$214.83万
VEU 加仓+$188.82万
NAD 加仓+$184.03万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$190.12万
IBDR 减仓-$144.94万
IBDS 减仓-$125.95万
IBDT 减仓-$94.08万
DGRO 减仓-$93.23万
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 |
|---|---|---|---|---|---|---|---|---|
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -38,824 | -100.0% | -$89.61万 | 清仓 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -36,106 | -100.0% | -$80.59万 | 清仓 |
| IBHH | ISHARES TR | $0 | 0.00% | 0 | -30,881 | -100.0% | -$73.11万 | 清仓 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -15,685 | -100.0% | -$41.44万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -4,909 | -100.0% | -$35.68万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,942 | -100.0% | -$24.27万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,504 | -100.0% | -$20.08万 | 清仓 |
| — | SMARTKEM INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.28万 | 清仓 |
| — | EURONET WORLDWIDE INC | $1.19万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | ABRDN NATL MUN INCOME FD | $11.74万 | 0.05% | 11,791 | -3,370 | -22.2% | -$3.36万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.84万 | 0.05% | 13,173 | 51 | 0.4% | $458 | 加仓 |
| — | NUVEEN SELECT MAT MUN FD | $13.95万 | 0.06% | 14,765 | 50 | 0.3% | $473 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $16.74万 | 0.07% | 13,746 | 171 | 1.3% | $2,083 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $17.02万 | 0.07% | 15,157 | 173 | 1.2% | $1,943 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.69万 | 0.09% | 6,742 | -4,072 | -37.7% | -$12.49万 | 减仓 |
| DON | WISDOMTREE TR | $21.00万 | 0.09% | 3,998 | 20 | 0.5% | $1,051 | 加仓 |
| BAC | BANK AMERICA CORP | $21.12万 | 0.09% | 4,332 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.71万 | 0.09% | 677 | 5 | 0.7% | $1,603 | 加仓 |
| XBI | SPDR SERIES TRUST | $21.90万 | 0.09% | 1,715 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $22.38万 | 0.09% | 1,511 | -4,287 | -73.9% | -$63.50万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $22.58万 | 0.10% | 15,733 | 78 | 0.5% | $1,119 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $22.80万 | 0.10% | 775 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $23.02万 | 0.10% | 2,004 | -13 | -0.6% | -$1,493 | 减仓 |
| SGOV | ISHARES TR | $23.28万 | 0.10% | 2,313 | 5 | 0.2% | $503 | 加仓 |
| IJK | ISHARES TR | $23.43万 | 0.10% | 2,328 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $23.60万 | 0.10% | 2,355 | -58 | -2.4% | -$5,812 | 减仓 |
| AOM | ISHARES TR | $24.22万 | 0.10% | 5,113 | -359 | -6.6% | -$1.70万 | 减仓 |
| AOA | ISHARES TR | $24.48万 | 0.10% | 2,766 | 2 | 0.1% | $177 | 加仓 |
| NWL | NEWELL BRANDS INC | $26.77万 | 0.11% | 78,061 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.78万 | 0.11% | 5,838 | 14 | 0.2% | $642 | 加仓 |
| DGRO | ISHARES TR | $26.93万 | 0.11% | 3,837 | -13,285 | -77.6% | -$93.23万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $28.26万 | 0.12% | 12,120 | 3,252 | 36.7% | $7.58万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.59万 | 0.12% | 2,151 | 223 | 11.6% | $2.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $30.99万 | 0.13% | 1,777 | -218 | -10.9% | -$3.80万 | 减仓 |
| AIQ | GLOBAL X FDS | $33.19万 | 0.14% | 7,111 | -4,142 | -36.8% | -$19.33万 | 减仓 |
| GOOGL | ALPHABET INC | $33.87万 | 0.14% | 1,178 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.87万 | 0.15% | 4,039 | -642 | -13.7% | -$5.54万 | 减仓 |
| GOOG | ALPHABET INC | $36.03万 | 0.15% | 1,256 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $38.36万 | 0.16% | 4,636 | 748 | 19.2% | $6.19万 | 加仓 |
| BILS | SPDR SERIES TRUST | $39.67万 | 0.17% | 3,989 | -4,905 | -55.1% | -$48.78万 | 减仓 |
| — | GLOBAL X FDS | $42.36万 | 0.18% | 9,684 | 55 | 0.6% | $2,406 | 加仓 |
| SPTS | SPDR SERIES TRUST | $42.89万 | 0.18% | 14,699 | -8,377 | -36.3% | -$24.44万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $44.01万 | 0.19% | 9,260 | 36 | 0.4% | $1,711 | 加仓 |
| WMT | WALMART INC | $45.28万 | 0.19% | 3,643 | 4 | 0.1% | $497 | 加仓 |
| EEM | ISHARES TR | $48.87万 | 0.21% | 8,605 | 15 | 0.2% | $852 | 加仓 |
| VO | VANGUARD INDEX FDS | $50.50万 | 0.21% | 1,758 | 3 | 0.2% | $862 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.69万 | 0.21% | 2,357 | 8 | 0.3% | $1,721 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $51.17万 | 0.22% | 10,257 | 10,257 | — | $51.17万 | 新建仓 |
| EFA | ISHARES TR | $55.12万 | 0.23% | 5,675 | -127 | -2.2% | -$1.23万 | 减仓 |
| PFE | PFIZER INC | $55.43万 | 0.23% | 19,738 | 2,929 | 17.4% | $8.22万 | 加仓 |
| C | CITIGROUP INC | $56.80万 | 0.24% | 5,008 | 22 | 0.4% | $2,495 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $61.14万 | 0.26% | 3,000 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $64.49万 | 0.27% | 29,460 | 1,161 | 4.1% | $2.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.99万 | 0.29% | 27,089 | 186 | 0.7% | $4,669 | 加仓 |
| NFLX | NETFLIX INC. | $68.21万 | 0.29% | 7,094 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $71.54万 | 0.30% | 2,367 | -1,256 | -34.7% | -$37.96万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $72.52万 | 0.31% | 13,101 | 94 | 0.7% | $5,203 | 加仓 |
| IWV | ISHARES TR | $76.63万 | 0.32% | 2,067 | 4 | 0.2% | $1,483 | 加仓 |
| VBR | VANGUARD INDEX FDS | $80.12万 | 0.34% | 3,688 | -142 | -3.7% | -$3.09万 | 减仓 |
| IWF | ISHARES TR | $90.89万 | 0.38% | 2,132 | -49 | -2.2% | -$2.09万 | 减仓 |
| IWM | ISHARES TR | $107.13万 | 0.45% | 4,320 | 6 | 0.1% | $1,488 | 加仓 |
| IVV | ISHARES TR | $113.44万 | 0.48% | 1,737 | -2 | -0.1% | -$1,306 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $117.83万 | 0.50% | 48,548 | -10,351 | -17.6% | -$25.12万 | 减仓 |
| IXUS | ISHARES TR | $119.54万 | 0.51% | 13,797 | -21,944 | -61.4% | -$190.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.59万 | 0.51% | 3,258 | 2 | 0.1% | $740 | 加仓 |
| IBDU | ISHARES TR | $126.05万 | 0.53% | 54,191 | 8,169 | 17.8% | $19.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $145.17万 | 0.61% | 2,429 | 3 | 0.1% | $1,793 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $145.69万 | 0.62% | 26,955 | -220 | -0.8% | -$1.19万 | 减仓 |
| AAPL | APPLE INC | $146.10万 | 0.62% | 5,757 | -699 | -10.8% | -$17.74万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $146.80万 | 0.62% | 54,553 | 30,909 | 130.7% | $83.18万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $154.32万 | 0.65% | 7,897 | 932 | 13.4% | $18.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $182.07万 | 0.77% | 6,951 | 207 | 3.1% | $5.42万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $190.71万 | 0.81% | 82,130 | -4,559 | -5.3% | -$10.59万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $210.56万 | 0.89% | 8,861 | -3 | -0.0% | -$713 | 减仓 |
| IWB | ISHARES TR | $226.42万 | 0.96% | 6,350 | -45 | -0.7% | -$1.60万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $231.72万 | 0.98% | 201,498 | 160,026 | 385.9% | $184.03万 | 加仓 |
| IBDR | ISHARES TR | $250.22万 | 1.06% | 103,227 | -59,795 | -36.7% | -$144.94万 | 减仓 |
| IBDT | ISHARES TR | $261.65万 | 1.11% | 103,295 | -37,141 | -26.4% | -$94.08万 | 减仓 |
| SKT | TANGER INC | $326.49万 | 1.38% | 96,084 | 5,060 | 5.6% | $17.19万 | 加仓 |
| IBDS | ISHARES TR | $340.80万 | 1.44% | 140,596 | -51,958 | -27.0% | -$125.95万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $356.40万 | 1.51% | 122,347 | 11,730 | 10.6% | $34.17万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $359.68万 | 1.52% | 48,137 | 1,022 | 2.2% | $7.64万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $405.11万 | 1.71% | 122,947 | -18,491 | -13.1% | -$60.93万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $418.06万 | 1.77% | 99,066 | 50,908 | 105.7% | $214.83万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $471.18万 | 1.99% | 59,439 | 5,018 | 9.2% | $39.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $515.22万 | 2.18% | 8,927 | -1,297 | -12.7% | -$74.86万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $540.79万 | 2.29% | 84,394 | 5,557 | 7.0% | $35.61万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $546.07万 | 2.31% | 55,773 | 11,405 | 25.7% | $111.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $556.03万 | 2.35% | 8,550 | 15 | 0.2% | $9,755 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $659.60万 | 2.79% | 87,829 | 25,143 | 40.1% | $188.82万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $902.18万 | 3.82% | 295,797 | 154,333 | 109.1% | $470.72万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $923.57万 | 3.91% | 373,536 | 123,352 | 49.3% | $304.99万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,028.54万 | 4.35% | 332,214 | -8,668 | -2.5% | -$26.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,052.92万 | 4.46% | 24,106 | 2,155 | 9.8% | $94.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,142.04万 | 4.83% | 392,723 | 14,600 | 3.9% | $42.46万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,386.78万 | 5.87% | 560,316 | -1,822 | -0.3% | -$4.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,939.01万 | 8.20% | 98,828 | -4,568 | -4.4% | -$89.62万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,063.07万 | 8.73% | 107,496 | -4,034 | -3.6% | -$77.42万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,733.57万 | 11.57% | 371,207 | 12,685 | 3.5% | $93.41万 | 加仓 |