Topel & Distasi Wealth Management, LLC
BERKELEY CA · SEC CIK 0001880087
$1.93亿2026Q1 申报市值
58持仓数
60.6%前十大占比 · 第一大 10.2%
0 / 3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
VUG 加仓+$48.96万
IUSG 加仓+$46.22万
GOVT 加仓+$26.91万
BNDX 加仓+$23.96万
LQD 加仓+$20.32万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$263.93万
VONE 清仓-$254.87万
VEA 减仓-$157.78万
IVV 清仓-$143.43万
SPYV 减仓-$95.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,247 | -100.0% | -$254.87万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -2,094 | -100.0% | -$143.43万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,466 | -100.0% | -$43.62万 | 清仓 |
| MSFT | MICROSOFT CORP | $20.73万 | 0.11% | 560 | -346 | -38.2% | -$12.81万 | 减仓 |
| IWO | ISHARES TR | $22.38万 | 0.12% | 713 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.62万 | 0.12% | 472 | -13 | -2.7% | -$6,230 | 减仓 |
| XVV | ISHARES TR | $25.77万 | 0.13% | 5,236 | -934 | -15.1% | -$4.60万 | 减仓 |
| ESGD | ISHARES TR | $26.44万 | 0.14% | 2,765 | -977 | -26.1% | -$9.34万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $27.85万 | 0.14% | 3,140 | 120 | 4.0% | $1.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.09万 | 0.15% | 3,132 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.28万 | 0.15% | 1,198 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $32.62万 | 0.17% | 7,175 | -1,392 | -16.2% | -$6.33万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $33.16万 | 0.17% | 6,639 | -77 | -1.1% | -$3,846 | 减仓 |
| IWR | ISHARES TR | $34.34万 | 0.18% | 3,532 | -15 | -0.4% | -$1,458 | 减仓 |
| EEM | ISHARES TR | $35.39万 | 0.18% | 6,231 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.76万 | 0.21% | 1,909 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.92万 | 0.23% | 675 | -12 | -1.7% | -$7,808 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.77万 | 0.27% | 6,893 | -60 | -0.9% | -$4,506 | 减仓 |
| META | META PLATFORMS INC | $55.15万 | 0.29% | 964 | 114 | 13.4% | $6.52万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $57.26万 | 0.30% | 3,107 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $64.38万 | 0.33% | 7,275 | 68 | 0.9% | $6,017 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $65.11万 | 0.34% | 8,841 | -185 | -2.0% | -$1.36万 | 减仓 |
| XJH | ISHARES TR | $80.59万 | 0.42% | 17,762 | -1,568 | -8.1% | -$7.11万 | 减仓 |
| — | ISHARES TR | $82.98万 | 0.43% | 17,917 | -1,595 | -8.2% | -$7.39万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $83.12万 | 0.43% | 8,603 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $83.33万 | 0.43% | 13,993 | 1,848 | 15.2% | $11.00万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $88.84万 | 0.46% | 18,455 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $94.33万 | 0.49% | 3,717 | -326 | -8.1% | -$8.27万 | 减仓 |
| ECL | ECOLAB INC | $119.02万 | 0.62% | 4,474 | -404 | -8.3% | -$10.75万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $119.60万 | 0.62% | 5,505 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $129.55万 | 0.67% | 27,552 | -4,729 | -14.6% | -$22.24万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $149.28万 | 0.77% | 20,811 | -2,478 | -10.6% | -$17.77万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $166.16万 | 0.86% | 35,422 | -4,562 | -11.4% | -$21.40万 | 减仓 |
| SUSC | ISHARES TR | $210.90万 | 1.09% | 91,152 | 1,771 | 2.0% | $4.10万 | 加仓 |
| IUSG | ISHARES TR | $211.34万 | 1.09% | 13,625 | 2,980 | 28.0% | $46.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $231.49万 | 1.20% | 27,975 | 1,245 | 4.7% | $10.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $234.76万 | 1.21% | 43,433 | 1,430 | 3.4% | $7.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $247.64万 | 1.28% | 8,623 | 113 | 1.3% | $3.25万 | 加仓 |
| DSI | ISHARES TR | $274.56万 | 1.42% | 22,655 | -1,708 | -7.0% | -$20.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $275.57万 | 1.42% | 10,521 | 75 | 0.7% | $1.96万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $282.90万 | 1.46% | 25,198 | -1,536 | -5.7% | -$17.24万 | 减仓 |
| IWB | ISHARES TR | $283.57万 | 1.47% | 7,953 | -7,402 | -48.2% | -$263.93万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $308.00万 | 1.59% | 54,436 | -16,843 | -23.6% | -$95.30万 | 减仓 |
| IGOV | ISHARES TR | $333.26万 | 1.72% | 81,165 | 977 | 1.2% | $4.01万 | 加仓 |
| IWD | ISHARES TR | $334.61万 | 1.73% | 15,660 | 51 | 0.3% | $1.09万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $349.90万 | 1.81% | 44,140 | -123 | -0.3% | -$9,750 | 减仓 |
| SHY | ISHARES TR | $354.78万 | 1.83% | 42,967 | -199 | -0.5% | -$1.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $388.45万 | 2.01% | 12,998 | 583 | 4.7% | $17.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $422.87万 | 2.19% | 65,991 | -24,623 | -27.2% | -$157.78万 | 减仓 |
| USRT | ISHARES TR | $479.18万 | 2.48% | 80,956 | 1,371 | 1.7% | $8.11万 | 加仓 |
| USHY | ISHARES TR | $483.34万 | 2.50% | 131,199 | 4,636 | 3.7% | $17.08万 | 加仓 |
| IWF | ISHARES TR | $488.31万 | 2.52% | 11,452 | 160 | 1.4% | $6.82万 | 加仓 |
| HYG | ISHARES TR | $607.15万 | 3.14% | 76,313 | -62 | -0.1% | -$4,933 | 减仓 |
| IJH | ISHARES TR | $712.20万 | 3.68% | 105,464 | -4,217 | -3.8% | -$28.48万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $946.09万 | 4.89% | 196,896 | 4,986 | 2.6% | $23.96万 | 加仓 |
| IJR | ISHARES TR | $1,098.47万 | 5.68% | 88,365 | -1,781 | -2.0% | -$22.14万 | 减仓 |
| LQD | ISHARES TR | $1,138.42万 | 5.88% | 104,452 | 1,864 | 1.8% | $20.32万 | 加仓 |
| GOVT | ISHARES TR | $1,492.52万 | 7.71% | 651,472 | 11,747 | 1.8% | $26.91万 | 加仓 |
| IEFA | ISHARES TR | $1,562.70万 | 8.08% | 172,617 | 1,613 | 0.9% | $14.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,707.64万 | 8.83% | 39,095 | 1,121 | 3.0% | $48.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,973.08万 | 10.20% | 100,565 | -83 | -0.1% | -$1.63万 | 减仓 |