Scott Capital Advisors, LLC
PORTLAND OR · SEC CIK 0001905673
$6.39亿2026Q2 申报市值
66持仓数
69.1%前十大占比 · 第一大 12.8%
10 / 2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
VCSH 加仓+$2,981.22万
VCIT 加仓+$2,896.02万
VEA 加仓+$1,647.13万
FBND 加仓+$1,500.01万
JPLD 加仓+$1,474.90万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$160.31万
VOO 减仓-$152.95万
VB 减仓-$81.72万
JPST 减仓-$55.75万
VUG 减仓-$51.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,159.81万 | 12.78% | 118,807 | -2,227 | -1.8% | -$152.95万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,448.99万 | 8.53% | 1,718,381 | -10,788 | -0.6% | -$34.21万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5,194.35万 | 8.14% | 677,229 | 36,243 | 5.7% | $277.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,309.43万 | 6.75% | 500,282 | -5,956 | -1.2% | -$51.30万 | 减仓 |
| DGRO | ISHARES TR | $4,088.65万 | 6.40% | 539,471 | -98 | -0.0% | -$7,427 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,024.15万 | 6.30% | 132,758 | -2,696 | -2.0% | -$81.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,374.75万 | 5.29% | 45,828 | -2,177 | -4.5% | -$160.31万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,307.84万 | 5.18% | 418,555 | 377,227 | 912.8% | $2,981.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,288.70万 | 5.15% | 722,949 | 329,744 | 83.9% | $1,500.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,942.57万 | 4.61% | 356,028 | 350,395 | 6,220.4% | $2,896.02万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,752.92万 | 4.31% | 597,811 | 25,776 | 4.5% | $118.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,219.90万 | 3.48% | 311,565 | 231,177 | 287.6% | $1,647.13万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,962.88万 | 3.07% | 740,151 | 89,319 | 13.7% | $236.87万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,679.50万 | 2.63% | 321,805 | 282,602 | 720.9% | $1,474.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,672.94万 | 2.62% | 207,638 | -282 | -0.1% | -$2.27万 | 减仓 |
| IMCG | ISHARES TR | $1,114.56万 | 1.75% | 113,384 | -1,583 | -1.4% | -$15.56万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,105.77万 | 1.73% | 55,960 | -1,157 | -2.0% | -$22.86万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $934.18万 | 1.46% | 184,730 | -11,024 | -5.6% | -$55.75万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $918.37万 | 1.44% | 162,601 | 4,697 | 3.0% | $26.53万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $744.02万 | 1.17% | 150,979 | 17,692 | 13.3% | $87.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $509.52万 | 0.80% | 13,659 | 117 | 0.9% | $4.36万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $307.19万 | 0.48% | 90,777 | 464 | 0.5% | $1.57万 | 加仓 |
| NULG | NUSHARES ETF TR | $293.11万 | 0.46% | 25,039 | 619 | 2.5% | $7.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $263.94万 | 0.41% | 13,191 | 269 | 2.1% | $5.38万 | 加仓 |
| IVV | ISHARES TR | $259.14万 | 0.41% | 3,460 | 7 | 0.2% | $5,243 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $221.11万 | 0.35% | 13,992 | -509 | -3.5% | -$8.04万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $193.15万 | 0.30% | 14,606 | 574 | 4.1% | $7.59万 | 加仓 |
| ESGU | ISHARES TR | $173.60万 | 0.27% | 10,607 | 113 | 1.1% | $1.85万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $172.55万 | 0.27% | 63,135 | 3,934 | 6.6% | $10.75万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $162.09万 | 0.25% | 25,826 | 7,456 | 40.6% | $46.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $136.77万 | 0.21% | 31,064 | -1,833 | -5.6% | -$8.07万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $128.77万 | 0.20% | 25,459 | 3,148 | 14.1% | $15.92万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $124.31万 | 0.19% | 50,740 | 10,740 | 26.9% | $26.31万 | 加仓 |
| SUSB | ISHARES TR | $117.16万 | 0.18% | 46,883 | 46,883 | — | $117.16万 | 新建仓 |
| AMZN | AMAZON COM INC | $104.65万 | 0.16% | 4,391 | 70 | 1.6% | $1.67万 | 加仓 |
| AAPL | APPLE INC | $93.68万 | 0.15% | 3,237 | 196 | 6.4% | $5.67万 | 加仓 |
| TSLA | TESLA INC | $88.40万 | 0.14% | 2,102 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $83.04万 | 0.13% | 13,402 | 1,449 | 12.1% | $8.98万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $76.14万 | 0.12% | 9,247 | 9,247 | — | $76.14万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $73.09万 | 0.11% | 2,878 | 11 | 0.4% | $2,794 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.78万 | 0.11% | 2,991 | 1 | 0.0% | $237 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.95万 | 0.11% | 748 | 14 | 1.9% | $1.31万 | 加仓 |
| SUB | ISHARES TR | $60.62万 | 0.09% | 5,693 | 329 | 6.1% | $3.50万 | 加仓 |
| PULS | PGIM ETF TR | $59.48万 | 0.09% | 12,004 | 12,004 | — | $59.48万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $43.34万 | 0.07% | 8,163 | 2,993 | 57.9% | $15.89万 | 加仓 |
| CSCO | CISCO SYS INC | $38.27万 | 0.06% | 3,258 | -154 | -4.5% | -$1.81万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.75万 | 0.06% | 6,626 | 2 | 0.0% | $114 | 加仓 |
| VBK | VANGUARD INDEX FDS | $34.80万 | 0.05% | 952 | 952 | — | $34.80万 | 新建仓 |
| IBDS | ISHARES TR | $34.55万 | 0.05% | 14,264 | 14,264 | — | $34.55万 | 新建仓 |
| INTC | INTEL CORP | $33.60万 | 0.05% | 2,406 | 2,406 | — | $33.60万 | 新建仓 |
| LLY | ELI LILLY & CO | $32.38万 | 0.05% | 270 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $31.76万 | 0.05% | 11,465 | -154 | -1.3% | -$4,266 | 减仓 |
| SBUX | STARBUCKS CORP | $30.50万 | 0.05% | 2,985 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $30.19万 | 0.05% | 7,354 | 1,100 | 17.6% | $4.52万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $29.00万 | 0.05% | 1,222 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $28.36万 | 0.04% | 2,026 | -6 | -0.3% | -$840 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.54万 | 0.04% | 230 | 230 | — | $26.54万 | 新建仓 |
| WFC | WELLS FARGO & CO | $25.60万 | 0.04% | 3,098 | -31 | -1.0% | -$2,562 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $25.38万 | 0.04% | 2,986 | 2,986 | — | $25.38万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $24.67万 | 0.04% | 18,328 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $23.02万 | 0.04% | 9,117 | 9,117 | — | $23.02万 | 新建仓 |
| IVW | ISHARES TR | $21.67万 | 0.03% | 1,576 | 1,576 | — | $21.67万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $21.52万 | 0.03% | 9,181 | 45 | 0.5% | $1,055 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $21.43万 | 0.03% | 2,295 | -19 | -0.8% | -$1,774 | 减仓 |
| WMT | WALMART INC | $20.17万 | 0.03% | 1,781 | 107 | 6.4% | $1.21万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,144 | -100.0% | -$30.68万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$21.05万 | 清仓 |