Wescott Financial Advisory Group, LLC
Philadelphia PA · SEC CIK 0001864880
$11.41亿2026Q1 申报市值
193持仓数
54.0%前十大占比 · 第一大 14.7%
8 / 4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
VTES 加仓+$576.01万
BIV 加仓+$329.65万
DFLV 加仓+$295.03万
IVV 加仓+$277.88万
QQQ 加仓+$214.60万
2026Q1 卖出最多 按季末市值估算
DFIS 减仓-$362.45万
IWS 减仓-$359.23万
VOO 减仓-$240.63万
DFGR 减仓-$173.61万
IEFA 减仓-$150.97万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $95.80万 | 0.08% | 1,352 | 4 | 0.3% | $2,834 | 加仓 |
| IGIB | ISHARES TR | $94.49万 | 0.08% | 17,754 | 20 | 0.1% | $1,064 | 加仓 |
| MGK | VANGUARD WORLD FD | $90.67万 | 0.08% | 2,468 | 1 | 0.0% | $367 | 加仓 |
| CVX | CHEVRON CORPORATION | $89.93万 | 0.08% | 4,346 | 728 | 20.1% | $15.07万 | 加仓 |
| BAC | BANK AMERICA CORP | $88.63万 | 0.08% | 18,181 | 534 | 3.0% | $2.60万 | 加仓 |
| NUDM | NUSHARES ETF TR | $88.54万 | 0.08% | 24,519 | 112 | 0.5% | $4,044 | 加仓 |
| IUSG | ISHARES TR | $87.30万 | 0.08% | 5,628 | 6 | 0.1% | $931 | 加仓 |
| GEV | GE VERNOVA INC | $86.95万 | 0.08% | 996 | 44 | 4.6% | $3.84万 | 加仓 |
| TSLA | TESLA INC | $85.67万 | 0.08% | 2,305 | 43 | 1.9% | $1.60万 | 加仓 |
| DIS | DISNEY WALT CO | $80.30万 | 0.07% | 8,332 | 248 | 3.1% | $2.39万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $79.51万 | 0.07% | 1,165 | 13 | 1.1% | $8,873 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $78.98万 | 0.07% | 30,997 | 180 | 0.6% | $4,586 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.00万 | 0.07% | 3,135 | 60 | 2.0% | $1.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $74.69万 | 0.07% | 3,438 | -213 | -5.8% | -$4.63万 | 减仓 |
| WMT | WALMART INC | $73.96万 | 0.06% | 5,952 | 97 | 1.7% | $1.21万 | 加仓 |
| SUB | ISHARES TR | $73.80万 | 0.06% | 6,930 | 25 | 0.4% | $2,662 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $73.11万 | 0.06% | 29,541 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $71.75万 | 0.06% | 1,667 | -81 | -4.6% | -$3.49万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $71.57万 | 0.06% | 1,717 | -2 | -0.1% | -$834 | 减仓 |
| VB | VANGUARD INDEX FDS | $70.19万 | 0.06% | 2,680 | -127 | -4.5% | -$3.33万 | 减仓 |
| KO | COCA COLA CO | $68.50万 | 0.06% | 9,007 | 1,199 | 15.4% | $9.12万 | 加仓 |
| VGT | VANGUARD WORLD FD | $55.93万 | 0.05% | 802 | 365 | 83.5% | $25.45万 | 加仓 |
| NFLX | NETFLIX INC. | $52.87万 | 0.05% | 5,499 | 207 | 3.9% | $1.99万 | 加仓 |
| IWD | ISHARES TR | $52.85万 | 0.05% | 2,473 | -480 | -16.3% | -$10.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $51.76万 | 0.05% | 3,714 | 46 | 1.3% | $6,411 | 加仓 |
| IWM | ISHARES TR | $51.48万 | 0.05% | 2,076 | -65 | -3.0% | -$1.61万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $50.83万 | 0.04% | 6,687 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $49.63万 | 0.04% | 7,119 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $47.77万 | 0.04% | 9,517 | 3,150 | 49.5% | $15.81万 | 加仓 |
| USIG | ISHARES TR | $46.96万 | 0.04% | 9,167 | 70 | 0.8% | $3,586 | 加仓 |
| IBB | ISHARES TR | $46.81万 | 0.04% | 2,772 | 3 | 0.1% | $507 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.51万 | 0.04% | 8,606 | -932 | -9.8% | -$5.04万 | 减仓 |
| CMI | CUMMINS INC | $45.59万 | 0.04% | 847 | 2 | 0.2% | $1,076 | 加仓 |
| MCD | MCDONALDS CORP | $44.65万 | 0.04% | 1,436 | 66 | 4.8% | $2.05万 | 加仓 |
| QUAL | ISHARES TR | $44.44万 | 0.04% | 2,317 | 107 | 4.8% | $2.05万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $43.05万 | 0.04% | 9,178 | 1,781 | 24.1% | $8.35万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $42.82万 | 0.04% | 8,861 | 2 | 0.0% | $97 | 加仓 |
| ET | ENERGY TRANSFER L P | $41.53万 | 0.04% | 21,519 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $39.69万 | 0.03% | 10,187 | 212 | 2.1% | $8,260 | 加仓 |
| PEP | PEPSICO INC | $39.38万 | 0.03% | 2,536 | 121 | 5.0% | $1.88万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.33万 | 0.03% | 1,842 | 197 | 12.0% | $4.10万 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $37.09万 | 0.03% | 20,422 | 82 | 0.4% | $1,489 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.20万 | 0.03% | 2,444 | -667 | -21.4% | -$9.88万 | 减仓 |
| UL | UNILEVER PLC | $35.78万 | 0.03% | 6,281 | 176 | 2.9% | $1.00万 | 加仓 |
| GEV | GE VERNOVA INC 看涨期权 | $34.92万 | 0.03% | 400 | 400 | — | $34.92万 | 新建仓 |
| SMLF | ISHARES TR | $34.39万 | 0.03% | 4,555 | -20 | -0.4% | -$1,510 | 减仓 |
| SPMD | SPDR SERIES TRUST | $33.70万 | 0.03% | 5,690 | 4 | 0.1% | $237 | 加仓 |
| V | VISA INC | $33.67万 | 0.03% | 1,114 | 78 | 7.5% | $2.36万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $33.44万 | 0.03% | 2,819 | 54 | 2.0% | $6,406 | 加仓 |
| MUB | ISHARES TR | $33.32万 | 0.03% | 3,139 | -331 | -9.5% | -$3.51万 | 减仓 |
| HD | HOME DEPOT INC | $33.27万 | 0.03% | 1,012 | 422 | 71.5% | $13.88万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $32.72万 | 0.03% | 958 | 9 | 0.9% | $3,074 | 加仓 |
| QCOM | QUALCOMM INC | $32.19万 | 0.03% | 2,500 | -674 | -21.2% | -$8.68万 | 减仓 |
| CSCO | CISCO SYS INC | $31.59万 | 0.03% | 4,071 | -751 | -15.6% | -$5.83万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $31.37万 | 0.03% | 3,680 | 84 | 2.3% | $7,160 | 加仓 |
| CVS | CVS HEALTH CORP | $30.89万 | 0.03% | 4,302 | 79 | 1.9% | $5,673 | 加仓 |
| FSK | FS KKR CAP CORP | $28.92万 | 0.03% | 28,412 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $28.74万 | 0.03% | 1,800 | 378 | 26.6% | $6.04万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.51万 | 0.02% | 9,786 | 118 | 1.2% | $3,437 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $28.09万 | 0.02% | 3,484 | -641 | -15.5% | -$5.17万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.87万 | 0.02% | 7,365 | 8 | 0.1% | $303 | 加仓 |
| SLV | ISHARES SILVER TR | $27.31万 | 0.02% | 4,008 | 272 | 7.3% | $1.85万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.25万 | 0.02% | 5,711 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $27.19万 | 0.02% | 3,812 | 49 | 1.3% | $3,495 | 加仓 |
| AMGN | AMGEN INC | $26.55万 | 0.02% | 754 | 54 | 7.7% | $1.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.48万 | 0.02% | 4,366 | 4,366 | — | $26.48万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.43万 | 0.02% | 1,598 | 229 | 16.7% | $3.79万 | 加仓 |
| CI | THE CIGNA GROUP | $26.24万 | 0.02% | 983 | -25 | -2.5% | -$6,673 | 减仓 |
| ORCL | ORACLE CORP | $26.22万 | 0.02% | 1,783 | 22 | 1.2% | $3,236 | 加仓 |
| SOLV | SOLVENTUM CORP | $26.05万 | 0.02% | 3,990 | 73 | 1.9% | $4,767 | 加仓 |
| PFE | PFIZER INC | $25.03万 | 0.02% | 8,914 | -4,752 | -34.8% | -$13.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.69万 | 0.02% | 10,439 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.58万 | 0.02% | 1,849 | 7 | 0.4% | $930 | 加仓 |
| ECL | ECOLAB INC | $24.56万 | 0.02% | 923 | 37 | 4.2% | $9,844 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $24.49万 | 0.02% | 5,122 | 67 | 1.3% | $3,204 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.38万 | 0.02% | 706 | 39 | 5.8% | $1.35万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.26万 | 0.02% | 1,021 | 1,021 | — | $24.26万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.07万 | 0.02% | 6,104 | 3 | 0.0% | $118 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.34万 | 0.02% | 4,144 | -19 | -0.5% | -$1,070 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $22.42万 | 0.02% | 1,144 | 15 | 1.3% | $2,940 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $22.32万 | 0.02% | 891 | 891 | — | $22.32万 | 新建仓 |
| T | AT&T INC | $22.19万 | 0.02% | 7,655 | 7,655 | — | $22.19万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $22.06万 | 0.02% | 2,364 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $21.71万 | 0.02% | 6,390 | 8 | 0.1% | $272 | 加仓 |
| MCK | MCKESSON CORP | $21.37万 | 0.02% | 247 | 1 | 0.4% | $865 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.99万 | 0.02% | 621 | 621 | — | $20.99万 | 新建仓 |
| BLK | BLACKROCK INC | $20.25万 | 0.02% | 211 | -5 | -2.3% | -$4,799 | 减仓 |
| ETN | EATON CORP PLC | $20.10万 | 0.02% | 562 | 562 | — | $20.10万 | 新建仓 |
| SGOV | ISHARES TR | $20.05万 | 0.02% | 1,992 | 1,992 | — | $20.05万 | 新建仓 |
| — | ANNOVIS BIO INC | $9.28万 | 0.01% | 41,607 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $8.63万 | 0.01% | 16,474 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $8.44万 | 0.01% | 17,477 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $8.27万 | 0.01% | 16,408 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,746 | -100.0% | -$57.42万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,459 | -100.0% | -$37.52万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -436 | -100.0% | -$24.66万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -11,062 | -100.0% | -$7.93万 | 清仓 |