Skyline Advisors, Inc.
BELLINGHAM WA · SEC CIK 0001843832
$2.87亿2026Q1 申报市值
120持仓数
53.1%前十大占比 · 第一大 9.0%
25 / 7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
VOO 新建仓+$715.49万
CORO 新建仓+$672.00万
BLCV 新建仓+$663.27万
DYNF 加仓+$498.47万
THRO 加仓+$455.10万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$1,402.55万
VTI 减仓-$1,219.34万
SCHD 减仓-$842.60万
QUAL 减仓-$605.51万
HELO 减仓-$574.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $2,579.52万 | 9.00% | 558,459 | 58,761 | 11.8% | $271.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,111.11万 | 7.37% | 65,805 | -38,008 | -36.6% | -$1,219.34万 | 减仓 |
| IXUS | ISHARES TR | $1,790.53万 | 6.25% | 206,663 | -161,882 | -43.9% | -$1,402.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,685.68万 | 5.88% | 45,538 | -362 | -0.8% | -$13.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,526.81万 | 5.33% | 524,137 | -48,922 | -8.5% | -$142.51万 | 减仓 |
| QUAL | ISHARES TR | $1,492.40万 | 5.21% | 77,806 | -31,568 | -28.9% | -$605.51万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,169.78万 | 4.08% | 381,285 | -274,642 | -41.9% | -$842.60万 | 减仓 |
| MUB | ISHARES TR | $1,159.46万 | 4.05% | 109,228 | -3,120 | -2.8% | -$33.12万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $934.84万 | 3.26% | 343,313 | -183,579 | -34.8% | -$499.89万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $778.68万 | 2.72% | 155,768 | 14,906 | 10.6% | $74.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $715.49万 | 2.50% | 11,974 | 11,974 | — | $715.49万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $672.00万 | 2.34% | 209,001 | 209,001 | — | $672.00万 | 新建仓 |
| BLCV | BLACKROCK ETF TRUST | $663.27万 | 2.31% | 183,654 | 183,654 | — | $663.27万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $604.61万 | 2.11% | 103,920 | 85,677 | 469.6% | $498.47万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $597.48万 | 2.08% | 93,488 | -89,915 | -49.0% | -$574.65万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $474.24万 | 1.65% | 130,932 | 125,649 | 2,378.4% | $455.10万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $446.20万 | 1.56% | 164,347 | -7,615 | -4.4% | -$20.67万 | 减仓 |
| IEMG | ISHARES INC | $363.16万 | 1.27% | 52,066 | 52,066 | — | $363.16万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $356.07万 | 1.24% | 64,325 | 19,956 | 45.0% | $110.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $340.59万 | 1.19% | 70,883 | 34,362 | 94.1% | $165.11万 | 加仓 |
| AAPL | APPLE INC | $331.49万 | 1.16% | 13,061 | -552 | -4.1% | -$14.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $324.20万 | 1.13% | 6,765 | -2,623 | -27.9% | -$125.70万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $315.31万 | 1.10% | 95,694 | 95,694 | — | $315.31万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $296.30万 | 1.03% | 123,923 | 29,309 | 31.0% | $70.08万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $294.89万 | 1.03% | 43,418 | 43,418 | — | $294.89万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $283.34万 | 0.99% | 112,886 | -3,232 | -2.8% | -$8.11万 | 减仓 |
| EFV | ISHARES TR | $260.13万 | 0.91% | 34,987 | 34,987 | — | $260.13万 | 新建仓 |
| SHLD | GLOBAL X FDS | $238.24万 | 0.83% | 33,630 | 33,630 | — | $238.24万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $213.64万 | 0.75% | 41,906 | -5,568 | -11.7% | -$28.39万 | 减仓 |
| USXF | ISHARES TR | $207.52万 | 0.72% | 37,594 | 2,674 | 7.7% | $14.76万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $205.20万 | 0.72% | 40,545 | -70,245 | -63.4% | -$355.51万 | 减仓 |
| DE | DEERE & CO | $200.28万 | 0.70% | 3,555 | -200 | -5.3% | -$11.27万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $184.32万 | 0.64% | 16,418 | -92 | -0.6% | -$1.03万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $182.17万 | 0.64% | 68,458 | -60,431 | -46.9% | -$160.81万 | 减仓 |
| IAU | ISHARES GOLD TR | $162.34万 | 0.57% | 18,414 | 18,414 | — | $162.34万 | 新建仓 |
| AGG | ISHARES TR | $157.28万 | 0.55% | 15,844 | -2,937 | -15.6% | -$29.16万 | 减仓 |
| SUSC | ISHARES TR | $134.49万 | 0.47% | 58,124 | 58,124 | — | $134.49万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.33万 | 0.44% | 1,268 | -74 | -5.5% | -$7.37万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $125.96万 | 0.44% | 17,960 | 17,960 | — | $125.96万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $109.57万 | 0.38% | 15,275 | -255 | -1.6% | -$1.83万 | 减仓 |
| — | TIDAL TRUST III | $107.38万 | 0.37% | 61,926 | 23,100 | 59.5% | $40.06万 | 加仓 |
| BAC | BANK AMERICA CORP | $102.33万 | 0.36% | 20,991 | -348 | -1.6% | -$1.70万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $100.73万 | 0.35% | 13,413 | 1 | 0.0% | $75 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $99.78万 | 0.35% | 15,571 | 1,304 | 9.1% | $8.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $99.77万 | 0.35% | 5,721 | 20 | 0.4% | $3,488 | 加仓 |
| IVV | ISHARES TR | $97.59万 | 0.34% | 1,494 | -1 | -0.1% | -$653 | 减仓 |
| DGRO | ISHARES TR | $95.28万 | 0.33% | 13,577 | 13,577 | — | $95.28万 | 新建仓 |
| SMMU | PIMCO ETF TR | $91.44万 | 0.32% | 18,125 | -3,965 | -17.9% | -$20.00万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $87.19万 | 0.30% | 16,851 | -5,939 | -26.1% | -$30.73万 | 减仓 |
| VCR | VANGUARD WORLD FD | $83.43万 | 0.29% | 2,324 | 5 | 0.2% | $1,795 | 加仓 |
| EUSB | ISHARES TR | $79.15万 | 0.28% | 18,195 | -15,278 | -45.6% | -$66.46万 | 减仓 |
| XSOE | WISDOMTREE TR | $78.51万 | 0.27% | 19,578 | -15,578 | -44.3% | -$62.47万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $78.49万 | 0.27% | 16,041 | 16,041 | — | $78.49万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $78.23万 | 0.27% | 34,043 | 34,043 | — | $78.23万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $77.05万 | 0.27% | 4,660 | -27 | -0.6% | -$4,464 | 减仓 |
| DMXF | ISHARES TR | $74.64万 | 0.26% | 9,892 | -289 | -2.8% | -$2.18万 | 减仓 |
| SO | SOUTHERN CO | $72.46万 | 0.25% | 7,507 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $71.79万 | 0.25% | 8,014 | 3 | 0.0% | $269 | 加仓 |
| IWD | ISHARES TR | $66.37万 | 0.23% | 3,106 | 12 | 0.4% | $2,564 | 加仓 |
| SYSB | ISHARES TR | $63.12万 | 0.22% | 7,092 | 7,092 | — | $63.12万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $61.94万 | 0.22% | 10,928 | -5,136 | -32.0% | -$29.11万 | 减仓 |
| MO | ALTRIA GROUP INC | $59.75万 | 0.21% | 9,055 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $59.75万 | 0.21% | 4,560 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $58.73万 | 0.20% | 4,030 | 12 | 0.3% | $1,749 | 加仓 |
| OEF | ISHARES TR | $56.81万 | 0.20% | 1,786 | -203 | -10.2% | -$6.46万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $54.79万 | 0.19% | 10,571 | 10,571 | — | $54.79万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $53.13万 | 0.19% | 10,231 | 10,231 | — | $53.13万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $51.80万 | 0.18% | 16,813 | 16,813 | — | $51.80万 | 新建仓 |
| FRDM | EA SERIES TRUST | $50.17万 | 0.18% | 9,181 | 1,650 | 21.9% | $9.02万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $49.57万 | 0.17% | 6,575 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $48.80万 | 0.17% | 3,809 | 2 | 0.1% | $256 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.06万 | 0.17% | 1,966 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $47.99万 | 0.17% | 2,411 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $46.22万 | 0.16% | 1,084 | 1 | 0.1% | $426 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $45.91万 | 0.16% | 9,569 | 1,282 | 15.5% | $6.15万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $45.15万 | 0.16% | 9,074 | 79 | 0.9% | $3,930 | 加仓 |
| USMV | ISHARES TR | $43.17万 | 0.15% | 4,655 | 182 | 4.1% | $1.69万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $41.99万 | 0.15% | 5,244 | -14,243 | -73.1% | -$114.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $41.51万 | 0.14% | 1,911 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $41.15万 | 0.14% | 3,032 | 3,032 | — | $41.15万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $40.74万 | 0.14% | 2,821 | 5 | 0.2% | $722 | 加仓 |
| SGOL | ETFS GOLD TR | $40.16万 | 0.14% | 9,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.66万 | 0.14% | 4,270 | -10 | -0.2% | -$929 | 减仓 |
| TMUS | T-MOBILE US INC | $39.36万 | 0.14% | 1,874 | -248 | -11.7% | -$5.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.12万 | 0.14% | 1,002 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $38.74万 | 0.14% | 2,043 | 5 | 0.2% | $948 | 加仓 |
| NULG | NUSHARES ETF TR | $36.85万 | 0.13% | 4,052 | -4,054 | -50.0% | -$36.87万 | 减仓 |
| AMZN | AMAZON COM INC | $36.28万 | 0.13% | 1,742 | 30 | 1.8% | $6,248 | 加仓 |
| CSCO | CISCO SYS INC | $34.37万 | 0.12% | 4,429 | 22 | 0.5% | $1,707 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.28万 | 0.12% | 1,373 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $33.12万 | 0.12% | 6,580 | 6 | 0.1% | $302 | 加仓 |
| EVUS | ISHARES TR | $31.64万 | 0.11% | 9,940 | 9,940 | — | $31.64万 | 新建仓 |
| STIP | ISHARES TR | $31.54万 | 0.11% | 3,050 | 3,050 | — | $31.54万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $30.28万 | 0.11% | 1,029 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $30.18万 | 0.11% | 432 | -52 | -10.7% | -$3.63万 | 减仓 |
| NI | NISOURCE INC | $29.74万 | 0.10% | 6,373 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $29.68万 | 0.10% | 6,237 | 6,237 | — | $29.68万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.96万 | 0.10% | 445 | 1 | 0.2% | $651 | 加仓 |
| WMT | WALMART INC | $27.08万 | 0.09% | 2,179 | 5 | 0.2% | $621 | 加仓 |
| MRK | MERCK & CO INC | $26.93万 | 0.09% | 2,238 | -5 | -0.2% | -$602 | 减仓 |