Tanager Wealth Management LLP
Goring On Thames X0 · SEC CIK 0001892929
$11.48亿2026Q2 申报市值
158持仓数
60.2%前十大占比 · 第一大 15.7%
24 / 13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
XONE 加仓+$1,908.16万
PICB 加仓+$1,907.09万
BBBS 加仓+$1,867.21万
GOOG 加仓+$451.24万
PFF 加仓+$336.76万
2026Q2 卖出最多 按季末市值估算
XHLF 减仓-$2,473.95万
BKAG 减仓-$779.85万
BND 减仓-$414.68万
VEA 减仓-$386.45万
AAPL 减仓-$347.20万
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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $83.31万 | 0.07% | 11,578 | 25 | 0.2% | $1,799 | 加仓 |
| KLAC | KLA CORP | $84.33万 | 0.07% | 2,795 | 415 | 17.4% | $12.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.03万 | 0.07% | 909 | -68 | -7.0% | -$6.36万 | 减仓 |
| RDDT | REDDIT INC | $85.40万 | 0.07% | 4,920 | 15 | 0.3% | $2,604 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $86.56万 | 0.08% | 416 | 2 | 0.5% | $4,162 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.48万 | 0.08% | 865 | 76 | 9.6% | $7.69万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $88.92万 | 0.08% | 49,731 | 927 | 1.9% | $1.66万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $89.84万 | 0.08% | 6,126 | -139 | -2.2% | -$2.04万 | 减仓 |
| COP | CONOCOPHILLIPS | $90.90万 | 0.08% | 8,744 | 172 | 2.0% | $1.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.44万 | 0.08% | 1,914 | -37 | -1.9% | -$1.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $94.06万 | 0.08% | 10,920 | 630 | 6.1% | $5.43万 | 加仓 |
| IPAC | ISHARES TR | $94.83万 | 0.08% | 11,574 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $99.11万 | 0.09% | 21,255 | -1,031 | -4.6% | -$4.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $103.54万 | 0.09% | 3,061 | 964 | 46.0% | $32.61万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $104.09万 | 0.09% | 2,412 | -2,714 | -52.9% | -$117.12万 | 减仓 |
| ABBV | ABBVIE INC | $104.33万 | 0.09% | 4,146 | 207 | 5.3% | $5.21万 | 加仓 |
| — | EXXON MOBIL CORP | $111.62万 | 0.10% | 8,164 | 1,066 | 15.0% | $14.57万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $116.63万 | 0.10% | 4,737 | 1 | 0.0% | $246 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $127.17万 | 0.11% | 3,885 | 177 | 4.8% | $5.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $128.90万 | 0.11% | 2,219 | 374 | 20.3% | $21.73万 | 加仓 |
| IVV | ISHARES TR | $133.90万 | 0.12% | 1,788 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $136.60万 | 0.12% | 1,855 | -11 | -0.6% | -$8,100 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $142.58万 | 0.12% | 27,362 | 1,436 | 5.5% | $7.48万 | 加仓 |
| IWB | ISHARES TR | $157.66万 | 0.14% | 3,850 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $157.94万 | 0.14% | 9,528 | -56 | -0.6% | -$9,283 | 减仓 |
| AVGO | BROADCOM INC | $168.67万 | 0.15% | 4,465 | 345 | 8.4% | $13.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $202.15万 | 0.18% | 2,707 | -31 | -1.1% | -$2.31万 | 减仓 |
| CADL | CANDEL THERAPEUTICS INC | $204.12万 | 0.18% | 198,175 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $230.46万 | 0.20% | 27,820 | -208 | -0.7% | -$1.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $242.05万 | 0.21% | 2,097 | 195 | 10.3% | $22.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.46万 | 0.23% | 5,303 | 111 | 2.1% | $5.56万 | 加仓 |
| IWM | ISHARES TR | $275.45万 | 0.24% | 9,168 | -1,863 | -16.9% | -$55.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $319.94万 | 0.28% | 10,555 | -232 | -2.2% | -$7.03万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $321.22万 | 0.28% | 17,755 | 333 | 1.9% | $6.02万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $378.21万 | 0.33% | 129,100 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $381.34万 | 0.33% | 24,297 | -626 | -2.5% | -$9.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $438.96万 | 0.38% | 21,939 | 1,912 | 9.5% | $38.26万 | 加仓 |
| META | META PLATFORMS INC | $460.32万 | 0.40% | 8,172 | 693 | 9.3% | $39.04万 | 加仓 |
| AMZN | AMAZON COM INC | $482.69万 | 0.42% | 20,252 | -2,201 | -9.8% | -$52.46万 | 减仓 |
| IDEV | ISHARES TR | $610.21万 | 0.53% | 68,555 | 743 | 1.1% | $6.61万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $660.50万 | 0.58% | 42,809 | -2,132 | -4.7% | -$32.89万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $715.76万 | 0.62% | 83,725 | 3,870 | 4.8% | $33.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $782.72万 | 0.68% | 106,623 | -56,488 | -34.6% | -$414.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $870.46万 | 0.76% | 12,674 | -37 | -0.3% | -$2.54万 | 减仓 |
| PFF | ISHARES TR | $906.09万 | 0.79% | 297,175 | 110,450 | 59.2% | $336.76万 | 加仓 |
| IEFA | ISHARES TR | $1,101.20万 | 0.96% | 114,019 | -2,568 | -2.2% | -$24.80万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $1,190.99万 | 1.04% | 234,724 | 4,485 | 1.9% | $22.76万 | 加仓 |
| IUSB | ISHARES TR | $1,256.96万 | 1.09% | 272,363 | -29,269 | -9.7% | -$135.08万 | 减仓 |
| GOOGL | ALPHABET INC | $1,273.52万 | 1.11% | 35,636 | 1,293 | 3.8% | $46.21万 | 加仓 |
| IEUR | ISHARES TR | $1,322.86万 | 1.15% | 175,982 | 22,384 | 14.6% | $168.26万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,393.77万 | 1.21% | 134,068 | -15,354 | -10.3% | -$159.62万 | 减仓 |
| IWV | ISHARES TR | $1,526.68万 | 1.33% | 35,804 | 706 | 2.0% | $30.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,645.70万 | 1.43% | 44,118 | 149 | 0.3% | $5.56万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,759.62万 | 1.53% | 502,319 | 2,757 | 0.6% | $9.66万 | 加仓 |
| AAPL | APPLE INC | $1,952.72万 | 1.70% | 67,484 | -11,999 | -15.1% | -$347.20万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,241.94万 | 1.95% | 175,042 | -3,608 | -2.0% | -$46.21万 | 减仓 |
| AGG | ISHARES TR | $2,249.56万 | 1.96% | 227,275 | -25,294 | -10.0% | -$250.36万 | 减仓 |
| PFXF | VANECK ETF TRUST | $2,730.11万 | 2.38% | 1,530,332 | -57,300 | -3.6% | -$102.22万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $2,912.24万 | 2.54% | 570,525 | 365,797 | 178.7% | $1,867.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,017.74万 | 2.63% | 366,497 | -22,842 | -5.9% | -$188.08万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3,050.49万 | 2.66% | 263,678 | 11,732 | 4.7% | $135.73万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,215.26万 | 2.80% | 538,659 | -186 | -0.0% | -$1.11万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3,593.32万 | 3.13% | 405,842 | 9,755 | 2.5% | $86.37万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $4,273.43万 | 3.72% | 1,018,696 | -185,899 | -15.4% | -$779.85万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $4,658.01万 | 4.06% | 943,490 | 386,502 | 69.4% | $1,908.16万 | 加仓 |
| GOOG | ALPHABET INC | $4,721.41万 | 4.11% | 133,626 | 12,771 | 10.6% | $451.24万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $4,880.62万 | 4.25% | 970,303 | -491,839 | -33.6% | -$2,473.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $7,639.29万 | 6.65% | 206,445 | -374 | -0.2% | -$13.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,652.65万 | 6.66% | 1,074,057 | -54,238 | -4.8% | -$386.45万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $1.04亿 | 9.07% | 4,499,641 | 823,441 | 22.4% | $1,907.09万 | 加仓 |
| ITOT | ISHARES TR | $1.81亿 | 15.74% | 1,100,577 | -6,699 | -0.6% | -$110.04万 | 减仓 |