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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1.58亿 | 15.26% | 1,107,276 | 109,337 | 11.0% | $1,557.29万 | 加仓 |
| 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 |
| XHLF | BONDBLOXX ETF TRUST | $7,358.96万 | 7.12% | 1,462,142 | -292,053 | -16.6% | -$1,469.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,230.11万 | 7.00% | 1,128,295 | 14,184 | 1.3% | $90.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,634.96万 | 6.42% | 206,819 | 7,920 | 4.0% | $254.08万 | 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 |
| GOOG | ALPHABET INC | $3,466.84万 | 3.36% | 120,855 | 2,601 | 2.2% | $74.61万 | 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 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,912.46万 | 2.82% | 538,845 | 23,488 | 4.6% | $126.95万 | 加仓 |
| PFXF | VANECK ETF TRUST | $2,784.71万 | 2.69% | 1,587,632 | 138,544 | 9.6% | $243.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,769.37万 | 2.68% | 389,339 | -19,532 | -4.8% | -$138.93万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $2,758.20万 | 2.67% | 556,988 | 175,070 | 45.8% | $866.95万 | 加仓 |
| AGG | ISHARES TR | $2,507.25万 | 2.43% | 252,569 | -22,634 | -8.2% | -$224.69万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,462.27万 | 2.38% | 251,946 | 20,426 | 8.8% | $199.62万 | 加仓 |
| AAPL | APPLE INC | $2,017.21万 | 1.95% | 79,483 | 1,892 | 2.4% | $48.02万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,986.23万 | 1.92% | 178,650 | -2,648 | -1.5% | -$29.44万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,682.03万 | 1.63% | 499,562 | 9,427 | 1.9% | $31.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,627.44万 | 1.57% | 43,969 | 18,589 | 73.2% | $688.04万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,444.91万 | 1.40% | 149,422 | -10,359 | -6.5% | -$100.17万 | 减仓 |
| IUSB | ISHARES TR | $1,393.24万 | 1.35% | 301,632 | -60,163 | -16.6% | -$277.89万 | 减仓 |
| IWV | ISHARES TR | $1,301.01万 | 1.26% | 35,098 | -1,737 | -4.7% | -$64.39万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,201.15万 | 1.16% | 163,111 | -24,494 | -13.1% | -$180.37万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $1,163.97万 | 1.13% | 230,239 | 41,025 | 21.7% | $207.40万 | 加仓 |
| IEUR | ISHARES TR | $1,079.33万 | 1.04% | 153,598 | 30,316 | 24.6% | $213.03万 | 加仓 |
| IEFA | ISHARES TR | $1,055.46万 | 1.02% | 116,587 | -1,768 | -1.5% | -$16.01万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $1,047.08万 | 1.01% | 204,728 | 204,728 | — | $1,047.08万 | 新建仓 |
| GOOGL | ALPHABET INC | $987.55万 | 0.96% | 34,343 | 960 | 2.9% | $27.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $759.55万 | 0.74% | 12,711 | -1,838 | -12.6% | -$109.83万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $655.19万 | 0.63% | 44,941 | -349 | -0.8% | -$5.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $615.76万 | 0.60% | 79,855 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $566.70万 | 0.55% | 67,812 | -2,125 | -3.0% | -$17.76万 | 减仓 |
| PFF | ISHARES TR | $566.15万 | 0.55% | 186,725 | -20,015 | -9.7% | -$60.69万 | 减仓 |
| AMZN | AMAZON COM INC | $467.63万 | 0.45% | 22,453 | -1,508 | -6.3% | -$31.41万 | 减仓 |
| META | META PLATFORMS INC | $427.90万 | 0.41% | 7,479 | 1,579 | 26.8% | $90.34万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $350.12万 | 0.34% | 129,100 | 6,480 | 5.3% | $17.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $349.18万 | 0.34% | 20,027 | 4,032 | 25.2% | $70.30万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $344.73万 | 0.33% | 24,923 | 82 | 0.3% | $1.13万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $288.06万 | 0.28% | 17,422 | -1,972 | -10.2% | -$32.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $282.53万 | 0.27% | 10,787 | 825 | 8.3% | $21.61万 | 加仓 |
| IWM | ISHARES TR | $273.57万 | 0.26% | 11,031 | -480 | -4.2% | -$11.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $248.25万 | 0.24% | 5,192 | -119 | -2.2% | -$5.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $198.29万 | 0.19% | 9,584 | -1,675 | -14.9% | -$34.66万 | 减仓 |
| IEMG | ISHARES INC | $195.50万 | 0.19% | 28,028 | -1,786 | -6.0% | -$12.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.06万 | 0.17% | 2,738 | -66 | -2.4% | -$4.29万 | 减仓 |
| IWB | ISHARES TR | $137.28万 | 0.13% | 3,850 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $134.15万 | 0.13% | 25,926 | 145 | 0.6% | $7,503 | 加仓 |
| AVGO | BROADCOM INC | $127.52万 | 0.12% | 4,120 | 627 | 18.0% | $19.41万 | 加仓 |
| — | EXXON MOBIL CORP | $120.42万 | 0.12% | 7,098 | 250 | 3.7% | $4.24万 | 加仓 |
| IVV | ISHARES TR | $116.79万 | 0.11% | 1,788 | 225 | 14.4% | $14.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $113.15万 | 0.11% | 8,572 | 142 | 1.7% | $1.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $109.07万 | 0.11% | 3,708 | -175 | -4.5% | -$5.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $107.70万 | 0.10% | 1,866 | -375 | -16.7% | -$21.64万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $97.47万 | 0.09% | 4,736 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $97.35万 | 0.09% | 977 | 16 | 1.7% | $1.59万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $97.11万 | 0.09% | 198,175 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $92.65万 | 0.09% | 12,445 | 36 | 0.3% | $2,680 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $91.57万 | 0.09% | 22,286 | -23 | -0.1% | -$945 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.45万 | 0.09% | 6,265 | 78 | 1.3% | $1.13万 | 加仓 |
| IPAC | ISHARES TR | $88.55万 | 0.09% | 11,574 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $86.63万 | 0.08% | 48,804 | -2,358 | -4.6% | -$4.19万 | 减仓 |
| ABBV | ABBVIE INC | $85.67万 | 0.08% | 3,939 | 71 | 1.8% | $1.54万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $84.14万 | 0.08% | 5,126 | 426 | 9.1% | $6.99万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $78.02万 | 0.08% | 414 | 414 | — | $78.02万 | 新建仓 |
| MO | ALTRIA GROUP INC | $76.25万 | 0.07% | 11,553 | 11,553 | — | $76.25万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $74.91万 | 0.07% | 1,715 | 276 | 19.2% | $12.06万 | 加仓 |
| BGRN | ISHARES TR | $70.51万 | 0.07% | 14,853 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.71万 | 0.07% | 3,195 | 633 | 24.7% | $13.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $66.75万 | 0.06% | 789 | 62 | 8.5% | $5.25万 | 加仓 |
| RDDT | REDDIT INC | $66.05万 | 0.06% | 4,905 | 26 | 0.5% | $3,501 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.96万 | 0.06% | 1,951 | 169 | 9.5% | $5.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $64.26万 | 0.06% | 1,902 | 104 | 5.8% | $3.51万 | 加仓 |
| — | VIVANI MEDICAL INC | $64.11万 | 0.06% | 641,085 | -98,075 | -13.3% | -$9.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $63.43万 | 0.06% | 2,097 | 79 | 3.9% | $2.39万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $60.94万 | 0.06% | 988 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $60.59万 | 0.06% | 3,326 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $60.19万 | 0.06% | 13,124 | -11,267 | -46.2% | -$51.67万 | 减仓 |
| WMT | WALMART INC | $58.41万 | 0.06% | 4,700 | 533 | 12.8% | $6.62万 | 加仓 |
| NFLX | NETFLIX INC. | $58.02万 | 0.06% | 6,034 | -710 | -10.5% | -$6.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.74万 | 0.06% | 2,362 | 61 | 2.7% | $1.49万 | 加仓 |
| V | VISA INC | $53.19万 | 0.05% | 1,760 | 200 | 12.8% | $6.04万 | 加仓 |
| LLY | ELI LILLY & CO | $51.42万 | 0.05% | 559 | 164 | 41.5% | $15.08万 | 加仓 |
| MS | MORGAN STANLEY | $51.07万 | 0.05% | 3,103 | 203 | 7.0% | $3.34万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $50.83万 | 0.05% | 1,554 | 12 | 0.8% | $3,925 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $50.81万 | 0.05% | 15,007 | -1,008 | -6.3% | -$3.41万 | 减仓 |
| GLD | SPDR GOLD TR | $48.58万 | 0.05% | 1,129 | 199 | 21.4% | $8.56万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $47.92万 | 0.05% | 6,057 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $47.40万 | 0.05% | 3,222 | 466 | 16.9% | $6.86万 | 加仓 |
| ESGU | ISHARES TR | $46.94万 | 0.05% | 3,319 | 21 | 0.6% | $2,970 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.89万 | 0.04% | 4,844 | 25 | 0.5% | $2,317 | 加仓 |
| MCD | MCDONALDS CORP | $44.04万 | 0.04% | 1,417 | 23 | 1.6% | $7,148 | 加仓 |
| TSLA | TESLA INC | $43.94万 | 0.04% | 1,182 | 371 | 45.7% | $13.79万 | 加仓 |
| ASML | ASML HLDG NV | $40.29万 | 0.04% | 305 | 70 | 29.8% | $9.25万 | 加仓 |
| VGT | VANGUARD WORLD FD | $40.19万 | 0.04% | 576 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $40.09万 | 0.04% | 1,219 | 251 | 25.9% | $8.26万 | 加仓 |
| LOW | LOWES COS INC | $39.88万 | 0.04% | 1,688 | 12 | 0.7% | $2,835 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.62万 | 0.04% | 806 | -63 | -7.2% | -$3.10万 | 减仓 |
| IWF | ISHARES TR | $39.57万 | 0.04% | 928 | 387 | 71.5% | $16.50万 | 加仓 |
| IWR | ISHARES TR | $37.76万 | 0.04% | 3,884 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $37.53万 | 0.04% | 1,845 | 321 | 21.1% | $6.53万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $37.28万 | 0.04% | 1,900 | 1,900 | — | $37.28万 | 新建仓 |