Trevian Wealth Management LLC
WESTON MA · SEC CIK 0001901929
$2.35亿2026Q2 申报市值
45持仓数
85.1%前十大占比 · 第一大 46.2%
2 / 0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
VOO 加仓+$411.76万
VXF 加仓+$128.04万
EBAY 新建仓+$22.74万
IGM 新建仓+$20.61万
VEA 加仓+$19.14万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$263.21万
ITOT 减仓-$210.54万
IEMG 减仓-$4.06万
NBN 减仓-$1.67万
INTU 减仓-$261
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 |
|---|---|---|---|---|---|---|---|---|
| IGM | ISHARES TR | $20.61万 | 0.09% | 1,260 | 1,260 | — | $20.61万 | 新建仓 |
| IAU | ISHARES GOLD TR | $20.77万 | 0.09% | 2,750 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $22.74万 | 0.10% | 2,035 | 2,035 | — | $22.74万 | 新建仓 |
| INTU | INTUIT | $26.36万 | 0.11% | 1,010 | -1 | -0.1% | -$261 | 减仓 |
| SPTM | SPDR SERIES TRUST | $26.57万 | 0.11% | 2,927 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.84万 | 0.12% | 6,115 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $32.60万 | 0.14% | 2,728 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.97万 | 0.17% | 4,524 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.92万 | 0.17% | 3,399 | 85 | 2.6% | $9,984 | 加仓 |
| VV | VANGUARD INDEX FDS | $40.93万 | 0.17% | 1,190 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $44.35万 | 0.19% | 602 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $47.76万 | 0.20% | 16,490 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $48.62万 | 0.21% | 17,477 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $51.43万 | 0.22% | 5,850 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.10万 | 0.23% | 1,653 | 52 | 3.2% | $1.70万 | 加仓 |
| IVV | ISHARES TR | $58.52万 | 0.25% | 780 | 1 | 0.1% | $750 | 加仓 |
| TSLA | TESLA INC | $72.97万 | 0.31% | 1,735 | 47 | 2.8% | $1.98万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $73.28万 | 0.31% | 26,454 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.21万 | 0.32% | 1,503 | 19 | 1.3% | $9,507 | 加仓 |
| V | VISA INC | $76.10万 | 0.32% | 2,218 | 31 | 1.4% | $1.06万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $85.76万 | 0.37% | 35,528 | 177 | 0.5% | $4,273 | 加仓 |
| META | META PLATFORMS INC | $90.86万 | 0.39% | 1,613 | 34 | 2.2% | $1.92万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $95.84万 | 0.41% | 15,686 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $106.55万 | 0.45% | 12,722 | 1 | 0.0% | $84 | 加仓 |
| NVDA | NVIDIA CORPORATION | $111.07万 | 0.47% | 5,551 | 404 | 7.8% | $8.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $133.94万 | 0.57% | 8,534 | 1 | 0.0% | $157 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $138.06万 | 0.59% | 5,835 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $140.79万 | 0.60% | 4,644 | 1 | 0.0% | $303 | 加仓 |
| SBUX | STARBUCKS CORP | $159.87万 | 0.68% | 15,644 | 34 | 0.2% | $3,474 | 加仓 |
| AMZN | AMAZON COM INC | $200.63万 | 0.86% | 8,418 | 148 | 1.8% | $3.53万 | 加仓 |
| AAPL | APPLE INC | $225.17万 | 0.96% | 7,782 | 249 | 3.3% | $7.20万 | 加仓 |
| IEFA | ISHARES TR | $233.77万 | 1.00% | 24,205 | 1,081 | 4.7% | $10.44万 | 加仓 |
| GOOGL | ALPHABET INC | $242.01万 | 1.03% | 6,772 | 99 | 1.5% | $3.54万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $309.41万 | 1.32% | 29,976 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $314.21万 | 1.34% | 8,424 | 134 | 1.6% | $5.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $318.73万 | 1.36% | 4,268 | 14 | 0.3% | $1.05万 | 加仓 |
| IEMG | ISHARES INC | $389.22万 | 1.66% | 46,983 | -490 | -1.0% | -$4.06万 | 减仓 |
| GOOG | ALPHABET INC | $406.40万 | 1.73% | 11,502 | 82 | 0.7% | $2.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $447.61万 | 1.91% | 12,096 | -7,113 | -37.0% | -$263.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $657.65万 | 2.80% | 110,175 | 2,434 | 2.3% | $14.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $707.55万 | 3.02% | 99,305 | 2,687 | 2.8% | $19.14万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $939.43万 | 4.00% | 38,153 | 5,200 | 15.8% | $128.04万 | 加仓 |
| NBN | NORTHEAST BK PORTLAND ME | $1,861.52万 | 7.93% | 140,459 | -126 | -0.1% | -$1.67万 | 减仓 |
| ITOT | ISHARES TR | $3,407.48万 | 14.52% | 207,432 | -12,817 | -5.8% | -$210.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.08亿 | 46.19% | 157,778 | 5,995 | 3.9% | $411.76万 | 加仓 |