Scott Capital Advisors, LLC
PORTLAND OR · SEC CIK 0001905673
$4.93亿2026Q1 申报市值
58持仓数
77.7%前十大占比 · 第一大 15.3%
4 / 0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
PYLD 加仓+$1,691.41万
BIV 加仓+$665.30万
FBND 加仓+$237.14万
DGRO 加仓+$234.31万
JPLD 新建仓+$204.31万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$266.11万
SCHD 减仓-$109.04万
SUB 减仓-$21.72万
WMT 重新持有-$7.76万
SPHY 减仓-$5.24万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $21.05万 | 0.04% | 1,340 | 1,340 | — | $21.05万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $21.08万 | 0.04% | 2,314 | -15 | -0.6% | -$1,367 | 减仓 |
| WMT | WALMART INC | $21.22万 | 0.04% | 1,674 | -612 | -26.8% | -$7.76万 | 重新持有 |
| SPHY | SPDR SERIES TRUST | $21.40万 | 0.04% | 9,136 | -2,239 | -19.7% | -$5.24万 | 减仓 |
| C | CITIGROUP INC | $25.27万 | 0.05% | 2,032 | -10 | -0.5% | -$1,244 | 减仓 |
| LLY | ELI LILLY & CO | $25.37万 | 0.05% | 270 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $26.42万 | 0.05% | 5,170 | 5,170 | — | $26.42万 | 新建仓 |
| NKE | NIKE INC | $26.66万 | 0.05% | 6,254 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.73万 | 0.05% | 3,129 | -16 | -0.5% | -$1,367 | 减仓 |
| CAG | CONAGRA BRANDS INC | $27.82万 | 0.06% | 18,328 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.06万 | 0.06% | 3,412 | 63 | 1.9% | $5,181 | 加仓 |
| SBUX | STARBUCKS CORP | $28.83万 | 0.06% | 2,985 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $30.38万 | 0.06% | 11,619 | -840 | -6.7% | -$2.20万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $30.68万 | 0.06% | 1,144 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $31.36万 | 0.06% | 1,222 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.80万 | 0.07% | 6,624 | 3 | 0.0% | $158 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.73万 | 0.09% | 5,633 | 5,633 | — | $46.73万 | 新建仓 |
| SUB | ISHARES TR | $57.16万 | 0.12% | 5,364 | -2,038 | -27.5% | -$21.72万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $66.12万 | 0.13% | 40,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.22万 | 0.13% | 2,990 | 223 | 8.1% | $4.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.36万 | 0.14% | 2,867 | 9 | 0.3% | $2,146 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.26万 | 0.15% | 734 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $73.34万 | 0.15% | 2,102 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $76.20万 | 0.15% | 11,953 | 902 | 8.2% | $5.75万 | 加仓 |
| AAPL | APPLE INC | $79.21万 | 0.16% | 3,041 | -21 | -0.7% | -$5,470 | 减仓 |
| AMZN | AMAZON COM INC | $103.00万 | 0.21% | 4,321 | 193 | 4.7% | $4.60万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $112.09万 | 0.23% | 22,311 | 848 | 4.0% | $4.26万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $115.58万 | 0.23% | 18,370 | 1,506 | 8.9% | $9.48万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $140.87万 | 0.29% | 32,897 | 408 | 1.3% | $1.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $144.00万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $154.76万 | 0.31% | 10,494 | 22 | 0.2% | $3,245 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $162.63万 | 0.33% | 59,201 | 3,224 | 5.8% | $8.86万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $165.41万 | 0.34% | 14,032 | 924 | 7.0% | $10.89万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $204.31万 | 0.41% | 39,203 | 39,203 | — | $204.31万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $220.51万 | 0.45% | 14,501 | 929 | 6.8% | $14.13万 | 加仓 |
| NULG | NUSHARES ETF TR | $234.49万 | 0.48% | 24,420 | 1,501 | 6.5% | $14.41万 | 加仓 |
| IVV | ISHARES TR | $235.72万 | 0.48% | 3,453 | 214 | 6.6% | $14.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $243.74万 | 0.49% | 12,922 | 226 | 1.8% | $4.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $275.55万 | 0.56% | 90,313 | 1,644 | 1.9% | $5.02万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $327.32万 | 0.66% | 41,328 | 22,289 | 117.1% | $176.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $502.23万 | 1.02% | 13,542 | 219 | 1.6% | $8.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $544.55万 | 1.10% | 80,388 | 5,801 | 7.8% | $39.30万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $596.06万 | 1.21% | 133,287 | 16,502 | 14.1% | $73.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $908.58万 | 1.84% | 157,904 | 11,094 | 7.6% | $63.83万 | 加仓 |
| IMCG | ISHARES TR | $953.88万 | 1.93% | 114,967 | 3,373 | 3.0% | $27.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $988.56万 | 2.00% | 195,754 | -52,696 | -21.2% | -$266.11万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,079.91万 | 2.19% | 57,117 | 1,166 | 2.1% | $22.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,542.24万 | 3.13% | 51,980 | 298 | 0.6% | $8.84万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,720.80万 | 3.49% | 650,832 | 639,716 | 5,754.9% | $1,691.41万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,800.48万 | 3.65% | 393,205 | 51,788 | 15.2% | $237.14万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,635.37万 | 5.34% | 572,035 | 17,583 | 3.2% | $81.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,933.45万 | 5.95% | 48,005 | 1,879 | 4.1% | $114.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,685.83万 | 7.47% | 135,454 | 617 | 0.5% | $16.79万 | 加仓 |
| DGRO | ISHARES TR | $3,872.49万 | 7.85% | 539,569 | 32,647 | 6.4% | $234.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,890.69万 | 7.89% | 84,373 | 1,314 | 1.6% | $60.59万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4,945.85万 | 10.03% | 640,986 | 86,224 | 15.5% | $665.30万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,284.34万 | 10.71% | 1,729,169 | -35,681 | -2.0% | -$109.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,559.75万 | 15.33% | 121,034 | 1,336 | 1.1% | $83.45万 | 加仓 |