Sightline Wealth Advisors, LLC
GROTON CT · SEC CIK 0001841979
$2.73亿2026Q2 申报市值
93持仓数
57.9%前十大占比 · 第一大 10.6%
5 / 4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+$180.41万
IBDU 加仓+$127.06万
SCHV 加仓+$116.36万
IBDT 加仓+$111.87万
SCHJ 加仓+$106.62万
2026Q2 卖出最多 按季末市值估算
IBDR 减仓-$74.61万
SKT 减仓-$58.01万
CIEN 重新持有-$49.06万
SCHO 减仓-$46.32万
RSP 减仓-$36.60万
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 | $2,905.44万 | 10.63% | 395,782 | 24,575 | 6.6% | $180.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,250.59万 | 8.23% | 105,776 | -1,720 | -1.6% | -$36.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,243.02万 | 8.21% | 102,924 | 4,096 | 4.1% | $89.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,536.70万 | 5.62% | 554,766 | -5,550 | -1.0% | -$15.37万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,484.82万 | 5.43% | 410,967 | 18,244 | 4.6% | $65.92万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,260.65万 | 4.61% | 146,349 | 1,713 | 1.2% | $14.76万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,190.32万 | 4.35% | 322,842 | -9,372 | -2.8% | -$34.55万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,146.03万 | 4.19% | 329,224 | 33,427 | 11.3% | $116.36万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $1,027.76万 | 3.76% | 416,772 | 43,236 | 11.6% | $106.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $787.62万 | 2.88% | 94,044 | 6,215 | 7.1% | $52.05万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $704.43万 | 2.58% | 59,201 | 3,428 | 6.1% | $40.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $667.61万 | 2.44% | 93,700 | 9,306 | 11.0% | $66.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $641.50万 | 2.35% | 8,711 | -216 | -2.4% | -$15.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $639.93万 | 2.34% | 8,569 | 19 | 0.2% | $1.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $503.14万 | 1.84% | 63,665 | 4,226 | 7.1% | $33.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $497.86万 | 1.82% | 147,121 | 24,774 | 20.2% | $83.84万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $471.91万 | 1.73% | 112,492 | 13,426 | 13.6% | $56.32万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $446.20万 | 1.63% | 123,057 | 110 | 0.1% | $3,989 | 加仓 |
| IBDS | ISHARES TR | $439.34万 | 1.61% | 181,395 | 40,799 | 29.0% | $98.82万 | 加仓 |
| IBDT | ISHARES TR | $372.69万 | 1.36% | 147,599 | 44,304 | 42.9% | $111.87万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $363.72万 | 1.33% | 48,335 | 198 | 0.4% | $1.49万 | 加仓 |
| SKT | TANGER INC | $321.23万 | 1.18% | 81,386 | -14,698 | -15.3% | -$58.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $294.51万 | 1.08% | 9,721 | 860 | 9.7% | $26.05万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $259.24万 | 0.95% | 213,893 | 12,395 | 6.2% | $15.02万 | 加仓 |
| IWB | ISHARES TR | $254.25万 | 0.93% | 6,209 | -141 | -2.2% | -$5.77万 | 减仓 |
| IBDU | ISHARES TR | $252.57万 | 0.92% | 109,054 | 54,863 | 101.2% | $127.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $209.42万 | 0.77% | 6,909 | -42 | -0.6% | -$1.27万 | 减仓 |
| AAPL | APPLE INC | $190.85万 | 0.70% | 6,596 | 839 | 14.6% | $24.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $190.35万 | 0.70% | 82,297 | 167 | 0.2% | $3,863 | 加仓 |
| IBDR | ISHARES TR | $175.51万 | 0.64% | 72,435 | -30,792 | -29.8% | -$74.61万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $171.68万 | 0.63% | 61,577 | 7,024 | 12.9% | $19.58万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $165.57万 | 0.61% | 27,738 | 783 | 2.9% | $4.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $162.86万 | 0.60% | 2,371 | -58 | -2.4% | -$3.98万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $158.79万 | 0.58% | 7,897 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $149.06万 | 0.55% | 68,376 | 38,916 | 132.1% | $84.84万 | 加仓 |
| IVV | ISHARES TR | $130.30万 | 0.48% | 1,740 | 3 | 0.2% | $2,247 | 加仓 |
| IWM | ISHARES TR | $130.02万 | 0.48% | 4,327 | 7 | 0.2% | $2,103 | 加仓 |
| MSFT | MICROSOFT CORP | $123.38万 | 0.45% | 3,308 | 50 | 1.5% | $1.86万 | 加仓 |
| IXUS | ISHARES TR | $105.05万 | 0.38% | 11,007 | -2,790 | -20.2% | -$26.63万 | 减仓 |
| IWF | ISHARES TR | $104.72万 | 0.38% | 8,434 | -94 | -1.1% | -$1.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $89.72万 | 0.33% | 3,692 | 4 | 0.1% | $972 | 加仓 |
| IWV | ISHARES TR | $88.35万 | 0.32% | 2,072 | 5 | 0.2% | $2,132 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $83.65万 | 0.31% | 28,886 | 1,797 | 6.6% | $5.20万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $72.56万 | 0.27% | 13,150 | 49 | 0.4% | $2,704 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $70.87万 | 0.26% | 29,359 | -19,189 | -39.5% | -$46.32万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $70.44万 | 0.26% | 13,927 | 3,670 | 35.8% | $18.56万 | 加仓 |
| C | CITIGROUP INC | $70.37万 | 0.26% | 5,028 | 20 | 0.4% | $2,799 | 加仓 |
| NWL | NEWELL BRANDS INC | $66.61万 | 0.24% | 108,479 | 30,418 | 39.0% | $18.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $66.06万 | 0.24% | 8,199 | 1,167 | 16.6% | $9.40万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $65.76万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $63.60万 | 0.23% | 1,739 | -628 | -26.5% | -$22.97万 | 减仓 |
| EFA | ISHARES TR | $59.28万 | 0.22% | 5,707 | 32 | 0.6% | $3,324 | 加仓 |
| EEM | ISHARES TR | $59.16万 | 0.22% | 8,647 | 42 | 0.5% | $2,873 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.98万 | 0.20% | 2,366 | 9 | 0.4% | $2,129 | 加仓 |
| — | GLOBAL X FDS | $54.00万 | 0.20% | 9,502 | -182 | -1.9% | -$1.03万 | 减仓 |
| NFLX | NETFLIX INC. | $50.65万 | 0.19% | 7,094 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $50.20万 | 0.18% | 9,290 | 30 | 0.3% | $1,621 | 加仓 |
| GOOGL | ALPHABET INC | $49.21万 | 0.18% | 1,377 | 199 | 16.9% | $7.11万 | 加仓 |
| PFE | PFIZER INC | $47.74万 | 0.17% | 19,826 | 88 | 0.4% | $2,119 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $45.99万 | 0.17% | 2,414 | 263 | 12.2% | $5.01万 | 加仓 |
| GOOG | ALPHABET INC | $44.38万 | 0.16% | 1,256 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $43.73万 | 0.16% | 6,665 | -446 | -6.3% | -$2.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $43.40万 | 0.16% | 376 | 376 | — | $43.40万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $43.05万 | 0.16% | 14,839 | 140 | 1.0% | $4,061 | 加仓 |
| WMT | WALMART INC | $41.69万 | 0.15% | 3,681 | 38 | 1.0% | $4,304 | 加仓 |
| BILS | SPDR SERIES TRUST | $40.00万 | 0.15% | 4,025 | 36 | 0.9% | $3,577 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.90万 | 0.14% | 4,586 | -50 | -1.1% | -$4,132 | 减仓 |
| NVDA | NVIDIA CORPORATION | $36.94万 | 0.14% | 1,846 | 69 | 3.9% | $1.38万 | 加仓 |
| — | ISHARES TR | $34.52万 | 0.13% | 4,062 | 23 | 0.6% | $1,954 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $32.62万 | 0.12% | 5,848 | 10 | 0.2% | $558 | 加仓 |
| SPHY | SPDR SERIES TRUST | $31.04万 | 0.11% | 13,243 | 1,123 | 9.3% | $2.63万 | 加仓 |
| AOA | ISHARES TR | $29.26万 | 0.11% | 2,998 | 232 | 8.4% | $2.26万 | 加仓 |
| IJK | ISHARES TR | $27.36万 | 0.10% | 2,328 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $27.14万 | 0.10% | 1,715 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $26.38万 | 0.10% | 885 | 885 | — | $26.38万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $26.18万 | 0.10% | 8,257 | 1,515 | 22.5% | $4.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.79万 | 0.09% | 788 | 13 | 1.7% | $4,255 | 加仓 |
| BAC | BANK OF AMER CORP | $25.48万 | 0.09% | 4,472 | 140 | 3.2% | $7,977 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.16万 | 0.09% | 680 | 3 | 0.4% | $1,110 | 加仓 |
| SGOV | ISHARES TR | $23.52万 | 0.09% | 2,336 | 23 | 1.0% | $2,316 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $23.44万 | 0.09% | 2,341 | -14 | -0.6% | -$1,402 | 减仓 |
| DON | WISDOMTREE TR | $22.73万 | 0.08% | 4,022 | 24 | 0.6% | $1,357 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $22.68万 | 0.08% | 15,850 | 117 | 0.7% | $1,674 | 加仓 |
| IXP | ISHARES TR | $22.66万 | 0.08% | 2,008 | 4 | 0.2% | $451 | 加仓 |
| LRCX | LAM RESEARCH CORP | $22.53万 | 0.08% | 520 | 520 | — | $22.53万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $21.70万 | 0.08% | 18,486 | 3,329 | 22.0% | $3.91万 | 加仓 |
| CIEN | CIENA CORP | $21.49万 | 0.08% | 438 | -1,000 | -69.5% | -$49.06万 | 重新持有 |
| NZF | NUVEEN MUN CR INCOME FD | $21.32万 | 0.08% | 16,817 | 3,071 | 22.3% | $3.89万 | 加仓 |
| IJR | ISHARES TR | $20.70万 | 0.08% | 1,396 | 1,396 | — | $20.70万 | 新建仓 |
| ETN | EATON CORP PLC | $20.67万 | 0.08% | 485 | 485 | — | $20.67万 | 新建仓 |
| — | NUVEEN SELECT MAT MUN FD | $13.98万 | 0.05% | 14,842 | 77 | 0.5% | $725 | 加仓 |
| — | ABRDN NATL MUN INCOME FD | $12.36万 | 0.05% | 11,922 | 131 | 1.1% | $1,358 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $12.22万 | 0.04% | 13,249 | 76 | 0.6% | $701 | 加仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -3,837 | -100.0% | -$26.93万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -5,113 | -100.0% | -$24.22万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,511 | -100.0% | -$22.38万 | 清仓 |
| — | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.19万 | 清仓 |