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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.67亿 | 14.68% | 280,269 | -4,027 | -1.4% | -$240.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,666.35万 | 7.60% | 150,149 | 3,718 | 2.5% | $214.60万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $7,337.89万 | 6.43% | 725,519 | 56,952 | 8.5% | $576.01万 | 加仓 |
| IVV | ISHARES TR | $4,906.88万 | 4.30% | 75,119 | 4,254 | 6.0% | $277.88万 | 加仓 |
| IEFA | ISHARES TR | $4,614.02万 | 4.04% | 509,667 | -16,676 | -3.2% | -$150.97万 | 减仓 |
| IWP | ISHARES TR | $4,329.40万 | 3.79% | 337,918 | 476 | 0.1% | $6.10万 | 加仓 |
| IEMG | ISHARES INC | $4,189.70万 | 3.67% | 600,674 | -5,705 | -0.9% | -$39.79万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,995.09万 | 3.50% | 1,186,543 | -107,648 | -8.3% | -$362.45万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,739.89万 | 3.28% | 771,747 | 1,745 | 0.2% | $8.46万 | 加仓 |
| IWB | ISHARES TR | $3,085.34万 | 2.70% | 86,531 | -863 | -1.0% | -$30.77万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,011.83万 | 2.64% | 390,234 | 42,712 | 12.3% | $329.65万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,721.97万 | 2.39% | 762,244 | 82,618 | 12.2% | $295.03万 | 加仓 |
| IWS | ISHARES TR | $2,636.29万 | 2.31% | 180,890 | -24,649 | -12.0% | -$359.23万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,480.03万 | 2.17% | 312,859 | 10,738 | 3.6% | $85.12万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,413.89万 | 2.12% | 908,162 | -65,315 | -6.7% | -$173.61万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,129.79万 | 1.87% | 403,522 | -19,454 | -4.6% | -$102.68万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,632.38万 | 1.43% | 482,096 | 4,954 | 1.0% | $16.77万 | 加仓 |
| MRK | MERCK & CO INC | $1,589.33万 | 1.39% | 132,124 | -10,208 | -7.2% | -$122.79万 | 减仓 |
| AAPL | APPLE INC | $1,583.37万 | 1.39% | 62,389 | 3,127 | 5.3% | $79.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,316.81万 | 1.15% | 185,127 | -1,323 | -0.7% | -$9.41万 | 减仓 |
| IJH | ISHARES TR | $1,271.23万 | 1.11% | 188,247 | 24 | 0.0% | $1,621 | 加仓 |
| ISTB | ISHARES TR | $1,188.74万 | 1.04% | 245,302 | 27,487 | 12.6% | $133.20万 | 加仓 |
| IVW | ISHARES TR | $1,186.16万 | 1.04% | 104,868 | 11,791 | 12.7% | $133.37万 | 加仓 |
| AGG | ISHARES TR | $1,170.10万 | 1.03% | 117,871 | 11,052 | 10.3% | $109.71万 | 加仓 |
| IVE | ISHARES TR | $964.24万 | 0.85% | 45,666 | 4,335 | 10.5% | $91.53万 | 加仓 |
| LLY | ELI LILLY & CO | $865.11万 | 0.76% | 9,406 | -51 | -0.5% | -$4.69万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $778.25万 | 0.68% | 266,705 | -2,890 | -1.1% | -$8.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.63% | 10 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $644.95万 | 0.57% | 46,611 | 164 | 0.4% | $2.27万 | 加仓 |
| SUSB | ISHARES TR | $636.39万 | 0.56% | 253,896 | 10,241 | 4.2% | $25.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $560.01万 | 0.49% | 72,624 | -878 | -1.2% | -$6.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $549.46万 | 0.48% | 85,746 | -1,498 | -1.7% | -$9.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $531.17万 | 0.47% | 16,557 | 136 | 0.8% | $4.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $509.07万 | 0.45% | 20,826 | 1,405 | 7.2% | $34.34万 | 加仓 |
| LRGF | ISHARES TR | $502.98万 | 0.44% | 76,210 | -825 | -1.1% | -$5.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $501.96万 | 0.44% | 10,475 | -57 | -0.5% | -$2.73万 | 减仓 |
| IJR | ISHARES TR | $496.91万 | 0.44% | 39,973 | 1,051 | 2.7% | $13.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $486.29万 | 0.43% | 11,133 | -661 | -5.6% | -$28.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $481.80万 | 0.42% | 13,016 | 933 | 7.7% | $34.54万 | 加仓 |
| LQD | ISHARES TR | $476.13万 | 0.42% | 43,686 | 6,860 | 18.6% | $74.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $442.44万 | 0.39% | 22,550 | -364 | -1.6% | -$7.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $440.24万 | 0.39% | 15,330 | -1,472 | -8.8% | -$42.27万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $424.97万 | 0.37% | 14,807 | -2,090 | -12.4% | -$59.98万 | 减仓 |
| — | EXXON MOBIL CORP | $422.66万 | 0.37% | 24,912 | 750 | 3.1% | $12.72万 | 加仓 |
| IXUS | ISHARES TR | $398.77万 | 0.35% | 46,026 | -840 | -1.8% | -$7.28万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $384.84万 | 0.34% | 80,292 | 1,089 | 1.4% | $5.22万 | 加仓 |
| SHY | ISHARES TR | $375.29万 | 0.33% | 45,451 | 6,654 | 17.2% | $54.94万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $371.52万 | 0.33% | 73,083 | 12,365 | 20.4% | $62.86万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $339.14万 | 0.30% | 43,251 | 1,377 | 3.3% | $10.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $334.78万 | 0.29% | 23,178 | 82 | 0.4% | $1.18万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $315.38万 | 0.28% | 101,866 | -1,343 | -1.3% | -$4.16万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $313.23万 | 0.27% | 40,924 | -3,313 | -7.5% | -$25.36万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $285.07万 | 0.25% | 90,988 | 365 | 0.4% | $1.14万 | 加仓 |
| ESGE | ISHARES INC | $268.02万 | 0.23% | 58,943 | -4,160 | -6.6% | -$18.92万 | 减仓 |
| IWF | ISHARES TR | $259.06万 | 0.23% | 6,075 | -81 | -1.3% | -$3.45万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $258.50万 | 0.23% | 44,158 | 1,474 | 3.5% | $8.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $241.87万 | 0.21% | 13,869 | 840 | 6.4% | $14.65万 | 加仓 |
| NUSC | NUSHARES ETF TR | $232.11万 | 0.20% | 51,511 | -471 | -0.9% | -$2.12万 | 减仓 |
| ESML | ISHARES TR | $230.03万 | 0.20% | 48,922 | -367 | -0.7% | -$1.73万 | 减仓 |
| MMM | 3M CO | $229.29万 | 0.20% | 15,788 | 17 | 0.1% | $2,469 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $227.88万 | 0.20% | 58,491 | -1,086 | -1.8% | -$4.23万 | 减仓 |
| SCZ | ISHARES TR | $227.15万 | 0.20% | 28,970 | 1,742 | 6.4% | $13.66万 | 加仓 |
| CSL | CARLISLE COS INC | $213.92万 | 0.19% | 6,412 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $210.30万 | 0.18% | 7,314 | 145 | 2.0% | $4.17万 | 加仓 |
| SUSA | ISHARES TR | $209.93万 | 0.18% | 15,892 | -77 | -0.5% | -$1.02万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $200.54万 | 0.18% | 2,370 | -360 | -13.2% | -$30.46万 | 减仓 |
| CB | CHUBB LTD SWITZ | $198.82万 | 0.17% | 6,100 | 20 | 0.3% | $6,519 | 加仓 |
| META | META PLATFORMS INC | $195.60万 | 0.17% | 3,419 | -113 | -3.2% | -$6.46万 | 减仓 |
| IGSB | ISHARES TR | $180.72万 | 0.16% | 34,385 | 3,336 | 10.7% | $17.53万 | 加仓 |
| EAGG | ISHARES TR | $175.47万 | 0.15% | 36,902 | -846 | -2.2% | -$4.02万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $173.99万 | 0.15% | 5,320 | 2 | 0.0% | $654 | 加仓 |
| IWO | ISHARES TR | $172.97万 | 0.15% | 5,512 | 693 | 14.4% | $21.75万 | 加仓 |
| HSY | HERSHEY CO | $168.74万 | 0.15% | 8,117 | 336 | 4.3% | $6.98万 | 加仓 |
| EFG | ISHARES TR | $164.44万 | 0.14% | 14,766 | 1,687 | 12.9% | $18.79万 | 加仓 |
| USMV | ISHARES TR | $147.06万 | 0.13% | 15,857 | -371 | -2.3% | -$3.44万 | 减仓 |
| AMZN | AMAZON COM INC | $146.21万 | 0.13% | 7,021 | 1,711 | 32.2% | $35.63万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $145.49万 | 0.13% | 47,703 | 12,573 | 35.8% | $38.35万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $143.91万 | 0.13% | 31,894 | -715 | -2.2% | -$3.23万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $140.59万 | 0.12% | 5,463 | 1 | 0.0% | $257 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.81万 | 0.12% | 1,383 | 77 | 5.9% | $7.67万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $137.80万 | 0.12% | 7,478 | -1,064 | -12.5% | -$19.61万 | 减仓 |
| GOOG | ALPHABET INC | $135.91万 | 0.12% | 4,737 | 268 | 6.0% | $7.69万 | 加仓 |
| ESGD | ISHARES TR | $134.40万 | 0.12% | 14,056 | -141 | -1.0% | -$1.35万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $127.67万 | 0.11% | 11,118 | -4,460 | -28.6% | -$51.21万 | 减仓 |
| ITOT | ISHARES TR | $127.09万 | 0.11% | 8,923 | -480 | -5.1% | -$6.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $123.48万 | 0.11% | 14,006 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $117.41万 | 0.10% | 5,477 | 11 | 0.2% | $2,358 | 加仓 |
| NULG | NUSHARES ETF TR | $116.87万 | 0.10% | 12,851 | 24 | 0.2% | $2,183 | 加仓 |
| SLQD | ISHARES TR | $114.37万 | 0.10% | 22,652 | 132 | 0.6% | $6,665 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.03万 | 0.10% | 1,753 | 1 | 0.1% | $650 | 加仓 |
| VV | VANGUARD INDEX FDS | $113.00万 | 0.10% | 3,781 | -5 | -0.1% | -$1,494 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $111.17万 | 0.10% | 14,804 | -375 | -2.5% | -$2.82万 | 减仓 |
| NULV | NUSHARES ETF TR | $111.11万 | 0.10% | 24,418 | 235 | 1.0% | $1.07万 | 加仓 |
| AVGO | BROADCOM INC | $110.22万 | 0.10% | 3,561 | 1,041 | 41.3% | $32.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.96万 | 0.10% | 3,704 | 506 | 15.8% | $14.89万 | 加仓 |
| GE | GE AEROSPACE | $108.43万 | 0.10% | 3,821 | -17 | -0.4% | -$4,824 | 减仓 |
| RTX | RTX CORPORATION | $105.62万 | 0.09% | 5,475 | 71 | 1.3% | $1.37万 | 加仓 |
| COR | CENCORA INC | $104.01万 | 0.09% | 3,311 | -185 | -5.3% | -$5.81万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $96.96万 | 0.08% | 32,245 | -9,394 | -22.6% | -$28.25万 | 减仓 |
| MGC | VANGUARD WORLD FD | $96.33万 | 0.08% | 4,076 | -158 | -3.7% | -$3.73万 | 减仓 |