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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.96亿 | 15.16% | 285,055 | 4,786 | 1.7% | $328.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.12亿 | 8.64% | 151,529 | 1,380 | 0.9% | $101.62万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $7,493.38万 | 5.80% | 739,648 | 14,129 | 1.9% | $143.14万 | 加仓 |
| IVV | ISHARES TR | $5,761.90万 | 4.46% | 76,939 | 1,820 | 2.4% | $136.30万 | 加仓 |
| IEFA | ISHARES TR | $5,229.06万 | 4.05% | 541,423 | 31,756 | 6.2% | $306.70万 | 加仓 |
| IWP | ISHARES TR | $4,960.93万 | 3.84% | 338,838 | 920 | 0.3% | $13.47万 | 加仓 |
| IEMG | ISHARES INC | $4,949.47万 | 3.83% | 597,473 | -3,201 | -0.5% | -$26.52万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,197.89万 | 3.25% | 1,198,371 | 11,828 | 1.0% | $41.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,149.69万 | 3.21% | 754,353 | -17,394 | -2.3% | -$95.68万 | 减仓 |
| IWB | ISHARES TR | $3,492.55万 | 2.70% | 85,288 | -1,243 | -1.4% | -$50.90万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,209.02万 | 2.49% | 418,386 | 28,152 | 7.2% | $215.93万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,172.72万 | 2.46% | 802,407 | 40,163 | 5.3% | $158.80万 | 加仓 |
| IWS | ISHARES TR | $2,883.45万 | 2.23% | 175,179 | -5,711 | -3.2% | -$94.00万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,604.09万 | 2.02% | 898,892 | -9,270 | -1.0% | -$26.86万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,513.75万 | 1.95% | 318,076 | 5,217 | 1.7% | $41.23万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,261.22万 | 1.75% | 418,590 | 15,068 | 3.7% | $81.40万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,998.35万 | 1.55% | 496,979 | 14,883 | 3.1% | $59.84万 | 加仓 |
| AAPL | APPLE INC | $1,951.07万 | 1.51% | 67,427 | 5,038 | 8.1% | $145.78万 | 加仓 |
| MRK | MERCK & CO INC | $1,699.15万 | 1.32% | 132,230 | 106 | 0.1% | $1.36万 | 加仓 |
| IJH | ISHARES TR | $1,571.52万 | 1.22% | 203,801 | 15,554 | 8.3% | $119.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,563.90万 | 1.21% | 189,932 | 4,805 | 2.6% | $39.56万 | 加仓 |
| IVW | ISHARES TR | $1,536.68万 | 1.19% | 111,735 | 6,867 | 6.5% | $94.44万 | 加仓 |
| ISTB | ISHARES TR | $1,265.78万 | 0.98% | 262,339 | 17,037 | 6.9% | $82.20万 | 加仓 |
| AGG | ISHARES TR | $1,189.95万 | 0.92% | 120,222 | 2,351 | 2.0% | $23.27万 | 加仓 |
| LLY | ELI LILLY & CO | $1,134.66万 | 0.88% | 9,460 | 54 | 0.6% | $6.48万 | 加仓 |
| IVE | ISHARES TR | $1,116.32万 | 0.86% | 49,164 | 3,498 | 7.7% | $79.43万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $779.94万 | 0.60% | 268,853 | 2,148 | 0.8% | $6.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 0.58% | 10 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $684.73万 | 0.53% | 43,621 | -2,990 | -6.4% | -$46.93万 | 减仓 |
| SUSB | ISHARES TR | $638.16万 | 0.49% | 255,365 | 1,469 | 0.6% | $3.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $602.70万 | 0.47% | 70,500 | -2,124 | -2.9% | -$18.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $601.31万 | 0.47% | 16,250 | -307 | -1.9% | -$11.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $600.27万 | 0.46% | 84,248 | -1,498 | -1.7% | -$10.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $589.61万 | 0.46% | 68,447 | 1,649 | 2.5% | $14.20万 | 加仓 |
| IJR | ISHARES TR | $585.24万 | 0.45% | 39,461 | -512 | -1.3% | -$7.59万 | 减仓 |
| LRGF | ISHARES TR | $569.86万 | 0.44% | 75,348 | -862 | -1.1% | -$6.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $524.06万 | 0.41% | 10,473 | -2 | -0.0% | -$1,001 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $516.01万 | 0.40% | 20,318 | -508 | -2.4% | -$12.90万 | 减仓 |
| LQD | ISHARES TR | $501.39万 | 0.39% | 45,969 | 2,283 | 5.2% | $24.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $480.65万 | 0.37% | 12,885 | -131 | -1.0% | -$4.89万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $474.14万 | 0.37% | 21,757 | -793 | -3.5% | -$17.28万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $465.92万 | 0.36% | 14,811 | 4 | 0.0% | $1,258 | 加仓 |
| VO | VANGUARD INDEX FDS | $457.05万 | 0.35% | 56,727 | -4,593 | -7.5% | -$37.01万 | 减仓 |
| IXUS | ISHARES TR | $422.18万 | 0.33% | 44,235 | -1,791 | -3.9% | -$17.09万 | 减仓 |
| SHY | ISHARES TR | $391.04万 | 0.30% | 47,624 | 2,173 | 4.8% | $17.84万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $389.26万 | 0.30% | 76,837 | 3,754 | 5.1% | $19.02万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $383.44万 | 0.30% | 79,330 | -962 | -1.2% | -$4.65万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $368.38万 | 0.29% | 99,915 | -1,951 | -1.9% | -$7.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $351.23万 | 0.27% | 23,952 | 774 | 3.3% | $11.35万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $338.90万 | 0.26% | 43,499 | 248 | 0.6% | $1.93万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $338.27万 | 0.26% | 93,807 | 2,819 | 3.1% | $10.17万 | 加仓 |
| — | EXXON MOBIL CORP | $332.26万 | 0.26% | 24,302 | -610 | -2.4% | -$8.34万 | 减仓 |
| ESGE | ISHARES INC | $317.64万 | 0.25% | 58,079 | -864 | -1.5% | -$4.73万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $308.23万 | 0.24% | 35,074 | -5,850 | -14.3% | -$51.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $303.52万 | 0.24% | 15,169 | 1,300 | 9.4% | $26.01万 | 加仓 |
| IWF | ISHARES TR | $298.78万 | 0.23% | 24,062 | -238 | -1.0% | -$2.96万 | 减仓 |
| ESML | ISHARES TR | $270.29万 | 0.21% | 48,327 | -595 | -1.2% | -$3.33万 | 减仓 |
| GOOGL | ALPHABET INC | $266.72万 | 0.21% | 7,463 | 149 | 2.0% | $5.33万 | 加仓 |
| NUSC | NUSHARES ETF TR | $266.60万 | 0.21% | 51,152 | -359 | -0.7% | -$1.87万 | 减仓 |
| SCZ | ISHARES TR | $258.90万 | 0.20% | 31,471 | 2,501 | 8.6% | $20.58万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $258.63万 | 0.20% | 44,438 | 280 | 0.6% | $1.63万 | 加仓 |
| MMM | 3M CO | $255.76万 | 0.20% | 15,796 | 8 | 0.1% | $1,295 | 加仓 |
| CB | CHUBB LIMITED | $254.98万 | 0.20% | 7,483 | 1,383 | 22.7% | $47.12万 | 加仓 |
| SUSA | ISHARES TR | $245.39万 | 0.19% | 15,903 | 11 | 0.1% | $1,697 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $244.50万 | 0.19% | 2,417 | 47 | 2.0% | $4.75万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $240.79万 | 0.19% | 58,372 | -119 | -0.2% | -$4,909 | 减仓 |
| IWO | ISHARES TR | $235.50万 | 0.18% | 5,978 | 466 | 8.5% | $18.36万 | 加仓 |
| CSL | CARLISLE COS INC | $232.60万 | 0.18% | 6,412 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $206.30万 | 0.16% | 16,581 | 1,815 | 12.3% | $22.58万 | 加仓 |
| META | META PLATFORMS INC | $199.79万 | 0.15% | 3,547 | 128 | 3.7% | $7.21万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $192.13万 | 0.15% | 5,184 | -136 | -2.6% | -$5.04万 | 减仓 |
| IGSB | ISHARES TR | $180.43万 | 0.14% | 34,427 | 42 | 0.1% | $2,201 | 加仓 |
| AMZN | AMAZON COM INC | $178.99万 | 0.14% | 7,510 | 489 | 7.0% | $11.65万 | 加仓 |
| EAGG | ISHARES TR | $174.85万 | 0.14% | 36,881 | -21 | -0.1% | -$996 | 减仓 |
| GOOG | ALPHABET INC | $172.57万 | 0.13% | 4,884 | 147 | 3.1% | $5.19万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $169.63万 | 0.13% | 48,729 | 1,026 | 2.2% | $3.57万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $165.35万 | 0.13% | 5,398 | -65 | -1.2% | -$1.99万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $160.02万 | 0.12% | 30,958 | -936 | -2.9% | -$4.84万 | 减仓 |
| NULG | NUSHARES ETF TR | $150.18万 | 0.12% | 12,829 | -22 | -0.2% | -$2,575 | 减仓 |
| USMV | ISHARES TR | $150.14万 | 0.12% | 15,565 | -292 | -1.8% | -$2.82万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $148.83万 | 0.12% | 10,821 | -297 | -2.7% | -$4.08万 | 减仓 |
| GE | GE AEROSPACE | $145.58万 | 0.11% | 3,895 | 74 | 1.9% | $2.77万 | 加仓 |
| CAT | CATERPILLAR INC | $144.74万 | 0.11% | 1,359 | 7 | 0.5% | $7,455 | 加仓 |
| ESGD | ISHARES TR | $144.33万 | 0.11% | 14,039 | -17 | -0.1% | -$1,748 | 减仓 |
| AVGO | BROADCOM INC | $142.80万 | 0.11% | 3,780 | 219 | 6.1% | $8.27万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $136.37万 | 0.11% | 6,901 | -577 | -7.7% | -$11.40万 | 减仓 |
| AME | AMETEK INC | $132.66万 | 0.10% | 5,483 | 6 | 0.1% | $1,452 | 加仓 |
| VV | VANGUARD INDEX FDS | $130.37万 | 0.10% | 3,791 | 10 | 0.3% | $3,439 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $129.02万 | 0.10% | 1,728 | -25 | -1.4% | -$1.87万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $128.63万 | 0.10% | 1,375 | -8 | -0.6% | -$7,484 | 减仓 |
| ITOT | ISHARES TR | $127.43万 | 0.10% | 7,757 | -1,166 | -13.1% | -$19.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $125.42万 | 0.10% | 3,832 | 128 | 3.5% | $4.19万 | 加仓 |
| NULV | NUSHARES ETF TR | $121.95万 | 0.09% | 24,395 | -23 | -0.1% | -$1,150 | 减仓 |
| GEV | GE VERNOVA INC | $116.93万 | 0.09% | 995 | -1 | -0.1% | -$1,175 | 减仓 |
| SLQD | ISHARES TR | $116.39万 | 0.09% | 23,107 | 455 | 2.0% | $2.29万 | 加仓 |
| HSY | HERSHEY CO | $112.62万 | 0.09% | 6,419 | -1,698 | -20.9% | -$29.79万 | 减仓 |
| MGC | VANGUARD WORLD FD | $111.78万 | 0.09% | 4,085 | 9 | 0.2% | $2,463 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $108.57万 | 0.08% | 12,963 | -1,841 | -12.4% | -$15.42万 | 减仓 |
| MGK | VANGUARD WORLD FD | $108.49万 | 0.08% | 12,341 | 1 | 0.0% | $88 | 加仓 |
| RTX | RTX CORPORATION | $107.08万 | 0.08% | 5,644 | 169 | 3.1% | $3.21万 | 加仓 |