Tanager Wealth Management LLP
Goring On Thames X0 · SEC CIK 0001892929
$10.33亿2026Q1 申报市值
145持仓数
61.0%前十大占比 · 第一大 15.3%
15 / 6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
PICB 加仓+$1,868.53万
ITOT 加仓+$1,557.29万
BBBS 新建仓+$1,047.08万
XONE 加仓+$866.95万
MSFT 加仓+$688.04万
2026Q1 卖出最多 按季末市值估算
XHLF 减仓-$1,469.90万
IUSB 减仓-$277.89万
AGG 减仓-$224.69万
BKAG 减仓-$218.17万
BND 减仓-$180.37万
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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $97.47万 | 0.09% | 4,736 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $107.70万 | 0.10% | 1,866 | -375 | -16.7% | -$21.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $109.07万 | 0.11% | 3,708 | -175 | -4.5% | -$5.15万 | 减仓 |
| COP | CONOCOPHILLIPS | $113.15万 | 0.11% | 8,572 | 142 | 1.7% | $1.87万 | 加仓 |
| IVV | ISHARES TR | $116.79万 | 0.11% | 1,788 | 225 | 14.4% | $14.70万 | 加仓 |
| — | EXXON MOBIL CORP | $120.42万 | 0.12% | 7,098 | 250 | 3.7% | $4.24万 | 加仓 |
| AVGO | BROADCOM INC | $127.52万 | 0.12% | 4,120 | 627 | 18.0% | $19.41万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $134.15万 | 0.13% | 25,926 | 145 | 0.6% | $7,503 | 加仓 |
| IWB | ISHARES TR | $137.28万 | 0.13% | 3,850 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.06万 | 0.17% | 2,738 | -66 | -2.4% | -$4.29万 | 减仓 |
| IEMG | ISHARES INC | $195.50万 | 0.19% | 28,028 | -1,786 | -6.0% | -$12.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $198.29万 | 0.19% | 9,584 | -1,675 | -14.9% | -$34.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $248.25万 | 0.24% | 5,192 | -119 | -2.2% | -$5.69万 | 减仓 |
| IWM | ISHARES TR | $273.57万 | 0.26% | 11,031 | -480 | -4.2% | -$11.90万 | 减仓 |
| VB | VANGUARD INDEX FDS | $282.53万 | 0.27% | 10,787 | 825 | 8.3% | $21.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $288.06万 | 0.28% | 17,422 | -1,972 | -10.2% | -$32.61万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $344.73万 | 0.33% | 24,923 | 82 | 0.3% | $1.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $349.18万 | 0.34% | 20,027 | 4,032 | 25.2% | $70.30万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $350.12万 | 0.34% | 129,100 | 6,480 | 5.3% | $17.57万 | 加仓 |
| META | META PLATFORMS INC | $427.90万 | 0.41% | 7,479 | 1,579 | 26.8% | $90.34万 | 加仓 |
| AMZN | AMAZON COM INC | $467.63万 | 0.45% | 22,453 | -1,508 | -6.3% | -$31.41万 | 减仓 |
| PFF | ISHARES TR | $566.15万 | 0.55% | 186,725 | -20,015 | -9.7% | -$60.69万 | 减仓 |
| IDEV | ISHARES TR | $566.70万 | 0.55% | 67,812 | -2,125 | -3.0% | -$17.76万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $615.76万 | 0.60% | 79,855 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $655.19万 | 0.63% | 44,941 | -349 | -0.8% | -$5.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $759.55万 | 0.74% | 12,711 | -1,838 | -12.6% | -$109.83万 | 减仓 |
| GOOGL | ALPHABET INC | $987.55万 | 0.96% | 34,343 | 960 | 2.9% | $27.61万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $1,047.08万 | 1.01% | 204,728 | 204,728 | — | $1,047.08万 | 新建仓 |
| IEFA | ISHARES TR | $1,055.46万 | 1.02% | 116,587 | -1,768 | -1.5% | -$16.01万 | 减仓 |
| IEUR | ISHARES TR | $1,079.33万 | 1.04% | 153,598 | 30,316 | 24.6% | $213.03万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $1,163.97万 | 1.13% | 230,239 | 41,025 | 21.7% | $207.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,201.15万 | 1.16% | 163,111 | -24,494 | -13.1% | -$180.37万 | 减仓 |
| IWV | ISHARES TR | $1,301.01万 | 1.26% | 35,098 | -1,737 | -4.7% | -$64.39万 | 减仓 |
| IUSB | ISHARES TR | $1,393.24万 | 1.35% | 301,632 | -60,163 | -16.6% | -$277.89万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,444.91万 | 1.40% | 149,422 | -10,359 | -6.5% | -$100.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,627.44万 | 1.57% | 43,969 | 18,589 | 73.2% | $688.04万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,682.03万 | 1.63% | 499,562 | 9,427 | 1.9% | $31.74万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,986.23万 | 1.92% | 178,650 | -2,648 | -1.5% | -$29.44万 | 减仓 |
| AAPL | APPLE INC | $2,017.21万 | 1.95% | 79,483 | 1,892 | 2.4% | $48.02万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,462.27万 | 2.38% | 251,946 | 20,426 | 8.8% | $199.62万 | 加仓 |
| AGG | ISHARES TR | $2,507.25万 | 2.43% | 252,569 | -22,634 | -8.2% | -$224.69万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $2,758.20万 | 2.67% | 556,988 | 175,070 | 45.8% | $866.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,769.37万 | 2.68% | 389,339 | -19,532 | -4.8% | -$138.93万 | 减仓 |
| PFXF | VANECK ETF TRUST | $2,784.71万 | 2.69% | 1,587,632 | 138,544 | 9.6% | $243.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,912.46万 | 2.82% | 538,845 | 23,488 | 4.6% | $126.95万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3,264.94万 | 3.16% | 396,087 | 17,784 | 4.7% | $146.59万 | 加仓 |
| GOOG | ALPHABET INC | $3,466.84万 | 3.36% | 120,855 | 2,601 | 2.2% | $74.61万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $5,083.39万 | 4.92% | 1,204,595 | -51,699 | -4.1% | -$218.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,634.96万 | 6.42% | 206,819 | 7,920 | 4.0% | $254.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,230.11万 | 7.00% | 1,128,295 | 14,184 | 1.3% | $90.89万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $7,358.96万 | 7.12% | 1,462,142 | -292,053 | -16.6% | -$1,469.90万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $8,492.02万 | 8.22% | 3,676,200 | 808,888 | 28.2% | $1,868.53万 | 加仓 |
| ITOT | ISHARES TR | $1.58亿 | 15.26% | 1,107,276 | 109,337 | 11.0% | $1,557.29万 | 加仓 |