Topel & Distasi Wealth Management, LLC
BERKELEY CA · SEC CIK 0001880087
$2.07亿2026Q2 申报市值
57持仓数
61.5%前十大占比 · 第一大 10.2%
1 / 2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
GOVT 加仓+$82.55万
LQD 加仓+$77.23万
MSFT 加仓+$49.57万
BNDX 加仓+$39.34万
IWM 新建仓+$20.76万
2026Q2 卖出最多 按季末市值估算
VBR 清仓-$119.60万
DJP 清仓-$88.84万
VTV 减仓-$81.77万
IJR 减仓-$73.22万
SPEM 减仓-$50.80万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,109.85万 | 10.18% | 96,813 | -3,752 | -3.7% | -$81.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,011.74万 | 9.71% | 233,543 | -1,027 | -0.4% | -$8.85万 | 减仓 |
| IEFA | ISHARES TR | $1,644.95万 | 7.94% | 170,320 | -2,297 | -1.3% | -$22.18万 | 减仓 |
| GOVT | ISHARES TR | $1,566.60万 | 7.56% | 687,708 | 36,236 | 5.6% | $82.55万 | 加仓 |
| IJR | ISHARES TR | $1,237.32万 | 5.97% | 83,428 | -4,937 | -5.6% | -$73.22万 | 减仓 |
| LQD | ISHARES TR | $1,216.49万 | 5.87% | 111,533 | 7,081 | 6.8% | $77.23万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $992.91万 | 4.79% | 205,020 | 8,124 | 4.1% | $39.34万 | 加仓 |
| IJH | ISHARES TR | $778.35万 | 3.76% | 100,941 | -4,523 | -4.3% | -$34.88万 | 减仓 |
| HYG | ISHARES TR | $627.96万 | 3.03% | 78,525 | 2,212 | 2.9% | $17.69万 | 加仓 |
| IWF | ISHARES TR | $560.38万 | 2.70% | 45,130 | -678 | -1.5% | -$8.42万 | 减仓 |
| USRT | ISHARES TR | $521.12万 | 2.51% | 78,423 | -2,533 | -3.1% | -$16.83万 | 减仓 |
| USHY | ISHARES TR | $503.92万 | 2.43% | 136,122 | 4,923 | 3.8% | $18.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $436.52万 | 2.11% | 12,693 | -305 | -2.3% | -$10.49万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $426.57万 | 2.06% | 59,869 | -6,122 | -9.3% | -$43.62万 | 减仓 |
| IWD | ISHARES TR | $369.95万 | 1.78% | 15,260 | -400 | -2.6% | -$9.70万 | 减仓 |
| SHY | ISHARES TR | $353.29万 | 1.70% | 43,026 | 59 | 0.1% | $4,844 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $348.70万 | 1.68% | 44,122 | -18 | -0.0% | -$1,423 | 减仓 |
| IGOV | ISHARES TR | $346.82万 | 1.67% | 84,529 | 3,364 | 4.1% | $13.80万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $334.40万 | 1.61% | 25,287 | 89 | 0.4% | $1.18万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $330.92万 | 1.60% | 54,436 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $324.90万 | 1.57% | 7,934 | -19 | -0.2% | -$7,780 | 减仓 |
| DSI | ISHARES TR | $322.60万 | 1.56% | 22,656 | 1 | 0.0% | $142 | 加仓 |
| VB | VANGUARD INDEX FDS | $292.57万 | 1.41% | 9,652 | -869 | -8.3% | -$26.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $267.67万 | 1.29% | 33,222 | -1,270 | -3.7% | -$10.23万 | 减仓 |
| IUSG | ISHARES TR | $256.27万 | 1.24% | 13,625 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $250.72万 | 1.21% | 42,004 | -1,429 | -3.3% | -$8.53万 | 减仓 |
| SUSC | ISHARES TR | $225.38万 | 1.09% | 97,349 | 6,197 | 6.8% | $14.35万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $224.39万 | 1.08% | 27,149 | -826 | -3.0% | -$6.83万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $163.36万 | 0.79% | 19,840 | -971 | -4.7% | -$8.00万 | 减仓 |
| ESML | ISHARES TR | $143.15万 | 0.69% | 25,595 | -1,957 | -7.1% | -$10.95万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $132.62万 | 0.64% | 25,612 | -9,810 | -27.7% | -$50.80万 | 减仓 |
| ECL | ECOLAB INC | $124.65万 | 0.60% | 4,474 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $102.49万 | 0.49% | 8,603 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $88.15万 | 0.43% | 16,903 | -859 | -4.8% | -$4.48万 | 减仓 |
| — | ISHARES TR | $87.49万 | 0.42% | 18,729 | 812 | 4.5% | $3.79万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $82.04万 | 0.40% | 13,909 | -84 | -0.6% | -$4,954 | 减仓 |
| AAPL | APPLE INC | $73.06万 | 0.35% | 2,525 | -1,192 | -32.1% | -$34.49万 | 减仓 |
| AOA | ISHARES TR | $72.06万 | 0.35% | 7,383 | 108 | 1.5% | $1.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.76万 | 0.35% | 9,775 | 934 | 10.6% | $6.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $70.46万 | 0.34% | 1,889 | 1,329 | 237.3% | $49.57万 | 加仓 |
| META | META PLATFORMS INC | $62.36万 | 0.30% | 1,107 | 143 | 14.8% | $8.06万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $61.39万 | 0.30% | 3,107 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.30万 | 0.25% | 6,245 | -648 | -9.4% | -$5.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.44万 | 0.24% | 675 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $46.93万 | 0.23% | 1,969 | 60 | 3.1% | $1.43万 | 加仓 |
| IWR | ISHARES TR | $38.24万 | 0.18% | 3,466 | -66 | -1.9% | -$7,281 | 减仓 |
| EEM | ISHARES TR | $37.57万 | 0.18% | 5,492 | -739 | -11.9% | -$5.06万 | 减仓 |
| ESGE | ISHARES INC | $36.13万 | 0.17% | 6,607 | -568 | -7.9% | -$3.11万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $30.86万 | 0.15% | 6,143 | -496 | -7.5% | -$2.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.43万 | 0.15% | 1,198 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $29.66万 | 0.14% | 3,076 | -64 | -2.0% | -$6,172 | 减仓 |
| XVV | ISHARES TR | $29.26万 | 0.14% | 5,153 | -83 | -1.6% | -$4,714 | 减仓 |
| IWO | ISHARES TR | $28.11万 | 0.14% | 714 | 1 | 0.1% | $394 | 加仓 |
| ESGD | ISHARES TR | $27.92万 | 0.13% | 2,716 | -49 | -1.8% | -$5,038 | 减仓 |
| NEE | NEXTERA ENERGY INC | $27.49万 | 0.13% | 3,132 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.62万 | 0.11% | 472 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.76万 | 0.10% | 691 | 691 | — | $20.76万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,505 | -100.0% | -$119.60万 | 清仓 |
| DJP | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -18,455 | -100.0% | -$88.84万 | 清仓 |