Ashford Advisors, LLC
PITTSFORD NY · SEC CIK 0001861158
$4.85亿2026Q2 申报市值
23持仓数
97.6%前十大占比 · 第一大 52.8%
1 / 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+$1,156.89万
SCHB 加仓+$79.92万
VT 加仓+$61.01万
IBIT 新建仓+$38.75万
ACWI 加仓+$1.66万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1,383.27万
VTI 减仓-$175.84万
SCHX 减仓-$87.72万
FNDX 减仓-$22.20万
EEM 清仓-$14.28万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.56亿 | 52.83% | 341,964 | -18,471 | -5.1% | -$1,383.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $5,685.87万 | 11.73% | 1,828,254 | -7,139 | -0.4% | -$22.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,647.16万 | 11.65% | 152,610 | -4,752 | -3.0% | -$175.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,818.37万 | 7.88% | 1,297,442 | -29,807 | -2.2% | -$87.72万 | 减仓 |
| ACWI | ISHARES TR | $1,898.29万 | 3.92% | 120,933 | 106 | 0.1% | $1.66万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,823.56万 | 3.76% | 248,417 | 157,599 | 173.5% | $1,156.89万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,614.09万 | 3.33% | 557,350 | 27,596 | 5.2% | $79.92万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $474.69万 | 0.98% | 35,896 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $372.85万 | 0.77% | 9,105 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $364.00万 | 0.75% | 35,040 | -1,167 | -3.2% | -$12.12万 | 减仓 |
| VT | VANGUARD INDEX FDS | $305.47万 | 0.63% | 19,463 | 3,887 | 25.0% | $61.01万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $209.52万 | 0.43% | 4,000 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $95.96万 | 0.20% | 1,361 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $93.56万 | 0.19% | 4,293 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $67.50万 | 0.14% | 1,583 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $64.07万 | 0.13% | 5,160 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $62.83万 | 0.13% | 6,142 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR | $60.87万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $54.65万 | 0.11% | 3,685 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $48.19万 | 0.10% | 6,250 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $46.62万 | 0.10% | 679 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.75万 | 0.08% | 11,640 | 11,640 | — | $38.75万 | 新建仓 |
| IEFA | ISHARES TR | $22.36万 | 0.05% | 2,315 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -2,515 | -100.0% | -$14.28万 | 清仓 |