Wescott Financial Advisory Group, LLC
Philadelphia PA · SEC CIK 0001864880
$12.91亿2026Q2 申报市值
200持仓数
55.0%前十大占比 · 第一大 15.2%
13 / 6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
VOO 加仓+$328.71万
IEFA 加仓+$306.70万
BIV 加仓+$215.93万
DFLV 加仓+$158.80万
AAPL 加仓+$145.78万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$95.68万
IWS 减仓-$94.00万
SPYM 减仓-$51.41万
IWB 减仓-$50.90万
ACWI 减仓-$46.93万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $106.00万 | 0.08% | 5,635 | 7 | 0.1% | $1,317 | 加仓 |
| IAU | ISHARES GOLD TR | $104.11万 | 0.08% | 13,788 | -218 | -1.6% | -$1.65万 | 减仓 |
| TSLA | TESLA INC | $103.49万 | 0.08% | 2,461 | 156 | 6.8% | $6.56万 | 加仓 |
| BAC | BANK OF AMER CORP | $102.61万 | 0.08% | 18,007 | -174 | -1.0% | -$9,915 | 减仓 |
| NUDM | NUSHARES ETF TR | $97.81万 | 0.08% | 24,440 | -79 | -0.3% | -$3,162 | 减仓 |
| SPSB | SPDR SERIES TRUST | $97.24万 | 0.08% | 32,404 | 159 | 0.5% | $4,772 | 加仓 |
| IGIB | ISHARES TR | $96.57万 | 0.07% | 18,162 | 408 | 2.3% | $2.17万 | 加仓 |
| COR | CENCORA INC | $92.45万 | 0.07% | 3,267 | -44 | -1.3% | -$1.25万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $85.53万 | 0.07% | 1,741 | 24 | 1.4% | $1.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.19万 | 0.06% | 2,887 | -248 | -7.9% | -$6.97万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $80.73万 | 0.06% | 31,268 | 271 | 0.9% | $6,997 | 加仓 |
| DIS | DISNEY WALT CO | $80.44万 | 0.06% | 8,358 | 26 | 0.3% | $2,502 | 加仓 |
| VBR | VANGUARD INDEX FDS | $78.70万 | 0.06% | 3,239 | -199 | -5.8% | -$4.84万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $76.95万 | 0.06% | 27,781 | -1,760 | -6.0% | -$4.88万 | 减仓 |
| SUB | ISHARES TR | $74.17万 | 0.06% | 6,966 | 36 | 0.5% | $3,833 | 加仓 |
| AMAT | APPLIED MATLS INC | $69.59万 | 0.05% | 962 | 4 | 0.4% | $2,893 | 加仓 |
| VGT | VANGUARD WORLD FD | $68.32万 | 0.05% | 5,716 | -700 | -10.9% | -$8.37万 | 减仓 |
| WMT | WALMART INC | $67.21万 | 0.05% | 5,934 | -18 | -0.3% | -$2,039 | 减仓 |
| VB | VANGUARD INDEX FDS | $66.44万 | 0.05% | 2,192 | -488 | -18.2% | -$14.79万 | 减仓 |
| KO | COCA COLA CO | $65.87万 | 0.05% | 8,105 | -902 | -10.0% | -$7.33万 | 减仓 |
| CMI | CUMMINS INC | $61.36万 | 0.05% | 860 | 13 | 1.5% | $9,275 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.64万 | 0.05% | 525 | -96 | -15.5% | -$11.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.35万 | 0.05% | 3,641 | -705 | -16.2% | -$11.69万 | 减仓 |
| IWD | ISHARES TR | $59.99万 | 0.05% | 2,475 | 2 | 0.1% | $485 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $59.51万 | 0.05% | 1,168 | 3 | 0.3% | $1,529 | 加仓 |
| IWM | ISHARES TR | $54.25万 | 0.04% | 1,805 | -271 | -13.1% | -$8.14万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $53.94万 | 0.04% | 7,119 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.69万 | 0.04% | 1,457 | -210 | -12.6% | -$7.74万 | 减仓 |
| IBB | ISHARES TR | $52.66万 | 0.04% | 2,769 | -3 | -0.1% | -$571 | 减仓 |
| GII | SPDR INDEX SHS FDS | $51.76万 | 0.04% | 6,836 | 149 | 2.2% | $1.13万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $51.11万 | 0.04% | 8,863 | 2 | 0.0% | $115 | 加仓 |
| QUAL | ISHARES TR | $50.88万 | 0.04% | 2,319 | 2 | 0.1% | $439 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.70万 | 0.04% | 8,493 | -113 | -1.3% | -$6,745 | 减仓 |
| CSCO | CISCO SYS INC | $50.14万 | 0.04% | 4,269 | 198 | 4.9% | $2.33万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $49.02万 | 0.04% | 9,466 | 288 | 3.1% | $1.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $48.43万 | 0.04% | 14,312 | 4,526 | 46.2% | $15.32万 | 加仓 |
| USIG | ISHARES TR | $47.58万 | 0.04% | 9,277 | 110 | 1.2% | $5,642 | 加仓 |
| GILD | GILEAD SCIENCES INC | $46.87万 | 0.04% | 3,710 | -4 | -0.1% | -$505 | 减仓 |
| QCOM | QUALCOMM INC | $45.05万 | 0.03% | 2,438 | -62 | -2.5% | -$1.15万 | 减仓 |
| INTC | INTEL CORP | $44.69万 | 0.03% | 3,201 | 3,201 | — | $44.69万 | 新建仓 |
| CVS | CVS HEALTH CORP | $44.64万 | 0.03% | 4,315 | 13 | 0.3% | $1,345 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.41万 | 0.03% | 1,803 | -39 | -2.1% | -$9,605 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $43.74万 | 0.03% | 1,444 | 423 | 41.4% | $12.81万 | 加仓 |
| INTF | ISHARES TR | $41.81万 | 0.03% | 10,208 | 21 | 0.2% | $860 | 加仓 |
| ET | ENERGY TRANSFER L P | $41.14万 | 0.03% | 21,519 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $40.97万 | 0.03% | 2,833 | 14 | 0.5% | $2,024 | 加仓 |
| SMLF | ISHARES TR | $40.61万 | 0.03% | 4,555 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.71万 | 0.03% | 1,126 | 114 | 11.3% | $4.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.34万 | 0.03% | 677 | 677 | — | $39.34万 | 新建仓 |
| MCD | MCDONALDS CORP | $39.05万 | 0.03% | 1,445 | 9 | 0.6% | $2,432 | 加仓 |
| SPMD | SPDR SERIES TRUST | $39.01万 | 0.03% | 5,774 | 84 | 1.5% | $5,675 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $38.63万 | 0.03% | 2,444 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $37.58万 | 0.03% | 5,264 | -235 | -4.3% | -$1.68万 | 减仓 |
| UL | UNILEVER PLC | $36.70万 | 0.03% | 6,105 | -176 | -2.8% | -$1.06万 | 减仓 |
| V | VISA INC | $34.66万 | 0.03% | 1,010 | -104 | -9.3% | -$3.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $34.35万 | 0.03% | 3,746 | 66 | 1.8% | $6,051 | 加仓 |
| MUB | ISHARES TR | $33.87万 | 0.03% | 3,147 | 8 | 0.3% | $861 | 加仓 |
| PEP | PEPSICO INC | $33.18万 | 0.03% | 2,451 | -85 | -3.4% | -$1.15万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $32.74万 | 0.03% | 20,513 | 91 | 0.4% | $1,452 | 加仓 |
| SYY | SYSCO CORP | $31.89万 | 0.02% | 3,815 | 3 | 0.1% | $251 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $31.78万 | 0.02% | 3,484 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $31.03万 | 0.02% | 4,022 | 32 | 0.8% | $2,469 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.49万 | 0.02% | 4,157 | 13 | 0.3% | $954 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.41万 | 0.02% | 1,596 | -253 | -13.7% | -$4.82万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $30.33万 | 0.02% | 906 | 15 | 1.7% | $5,022 | 加仓 |
| FSK | FS KKR CAP CORP | $29.83万 | 0.02% | 28,412 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $28.71万 | 0.02% | 2,364 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.56万 | 0.02% | 1,524 | -74 | -4.6% | -$1.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.10万 | 0.02% | 7,372 | 7 | 0.1% | $257 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $27.09万 | 0.02% | 424 | 424 | — | $27.09万 | 新建仓 |
| CI | THE CIGNA GROUP | $27.04万 | 0.02% | 981 | -2 | -0.2% | -$551 | 减仓 |
| GLW | CORNING INC | $26.83万 | 0.02% | 1,050 | 1,050 | — | $26.83万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.46万 | 0.02% | 1,747 | -53 | -2.9% | -$8,028 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.41万 | 0.02% | 6,237 | -3,280 | -34.5% | -$13.89万 | 减仓 |
| AMGN | AMGEN INC | $25.88万 | 0.02% | 715 | -39 | -5.2% | -$1.41万 | 减仓 |
| KLAC | KLA CORP | $25.56万 | 0.02% | 847 | 847 | — | $25.56万 | 新建仓 |
| ETN | EATON CORP PLC | $25.48万 | 0.02% | 598 | 36 | 6.4% | $1.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $25.01万 | 0.02% | 577 | 577 | — | $25.01万 | 新建仓 |
| ECL | ECOLAB INC | $24.94万 | 0.02% | 895 | -28 | -3.0% | -$7,802 | 减仓 |
| ORCL | ORACLE CORP | $24.88万 | 0.02% | 1,698 | -85 | -4.8% | -$1.25万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $24.86万 | 0.02% | 5,143 | 21 | 0.4% | $1,015 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.86万 | 0.02% | 6,195 | 91 | 1.5% | $3,652 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $24.35万 | 0.02% | 1,149 | 5 | 0.4% | $1,060 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.41万 | 0.02% | 8,949 | -1,490 | -14.3% | -$3.90万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.97万 | 0.02% | 5,711 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $22.74万 | 0.02% | 100 | 100 | — | $22.74万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $21.26万 | 0.02% | 5,771 | -619 | -9.7% | -$2.28万 | 减仓 |
| SMH | VANECK ETF TRUST | $21.19万 | 0.02% | 323 | 323 | — | $21.19万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $21.03万 | 0.02% | 529 | 529 | — | $21.03万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.79万 | 0.02% | 405 | 405 | — | $20.79万 | 新建仓 |
| BLK | BLACKROCK INC | $20.73万 | 0.02% | 216 | 5 | 2.4% | $4,799 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.47万 | 0.02% | 704 | -2 | -0.3% | -$581 | 减仓 |
| ABBV | ABBVIE INC | $20.40万 | 0.02% | 811 | 811 | — | $20.40万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.38万 | 0.02% | 1,489 | 1,489 | — | $20.38万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $20.17万 | 0.02% | 3,988 | 3,988 | — | $20.17万 | 新建仓 |
| SGOV | ISHARES TR | $20.15万 | 0.02% | 2,002 | 10 | 0.5% | $1,006 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $12.44万 | 0.01% | 17,477 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $9.11万 | 0.01% | 16,408 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $7.83万 | 0.01% | 16,474 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC | $7.74万 | 0.01% | 41,607 | 0 | 0.0% | — | 不变 |