TrueWealth Financial Partners
BELLEVUE WA · SEC CIK 0001908108
$2.42亿2026Q2 申报市值
28持仓数
79.9%前十大占比 · 第一大 22.6%
0 / 38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
VGSH 加仓+$73.34万
BND 加仓+$72.26万
VEA 加仓+$32.21万
VBR 加仓+$25.90万
VDC 加仓+$24.20万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$478.13万
AAPL 减仓-$386.56万
MSFT 减仓-$263.05万
IEFA 清仓-$105.30万
GOOGL 清仓-$89.11万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -11,632 | -100.0% | -$105.30万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -3,099 | -100.0% | -$89.11万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -12,036 | -100.0% | -$83.95万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -808 | -100.0% | -$80.51万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,887 | -100.0% | -$74.56万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -4,667 | -100.0% | -$72.39万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,657 | -100.0% | -$71.78万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -1,938 | -100.0% | -$65.49万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -5,659 | -100.0% | -$57.86万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -8,289 | -100.0% | -$57.01万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,090 | -100.0% | -$47.13万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -781 | -100.0% | -$44.68万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -634 | -100.0% | -$41.41万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,288 | -100.0% | -$41.32万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -17,909 | -100.0% | -$41.03万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,203 | -100.0% | -$37.23万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -395 | -100.0% | -$36.33万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,237 | -100.0% | -$35.51万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,678 | -100.0% | -$33.40万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,590 | -100.0% | -$32.20万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,544 | -100.0% | -$31.75万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -657 | -100.0% | -$31.48万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -1,060 | -100.0% | -$31.18万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -219 | -100.0% | -$28.93万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -3,942 | -100.0% | -$26.41万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,679 | -100.0% | -$25.44万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -501 | -100.0% | -$25.03万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,156 | -100.0% | -$24.41万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$22.79万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,452 | -100.0% | -$22.18万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,275 | -100.0% | -$21.87万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,748 | -100.0% | -$21.72万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -2,621 | -100.0% | -$21.62万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -884 | -100.0% | -$21.61万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,883 | -100.0% | -$21.30万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -12,119 | -100.0% | -$20.99万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -1,291 | -100.0% | -$20.89万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,487 | -100.0% | -$20.29万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $20.67万 | 0.09% | 2,653 | -242 | -8.4% | -$1.89万 | 减仓 |
| ISTB | ISHARES TR | $29.43万 | 0.12% | 6,100 | -424 | -6.5% | -$2.05万 | 减仓 |
| V | VISA INC | $36.13万 | 0.15% | 1,053 | 115 | 12.3% | $3.95万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.86万 | 0.17% | 4,361 | -383 | -8.1% | -$3.68万 | 减仓 |
| AAPL | APPLE INC | $52.06万 | 0.22% | 1,799 | -13,359 | -88.1% | -$386.56万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $74.00万 | 0.31% | 15,280 | -2,098 | -12.1% | -$10.16万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $80.30万 | 0.33% | 5,116 | 70 | 1.4% | $1.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $90.26万 | 0.37% | 4,511 | -1,785 | -28.4% | -$35.72万 | 减仓 |
| AMZN | AMAZON COM INC | $123.03万 | 0.51% | 5,162 | -20,061 | -79.5% | -$478.13万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $123.51万 | 0.51% | 16,104 | -1,080 | -6.3% | -$8.28万 | 减仓 |
| GOOG | ALPHABET INC | $183.40万 | 0.76% | 5,191 | -2,453 | -32.1% | -$86.67万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $203.93万 | 0.84% | 40,967 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $228.44万 | 0.94% | 3,059 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $264.25万 | 1.09% | 11,550 | 1 | 0.0% | $229 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $446.56万 | 1.85% | 53,320 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $804.06万 | 3.32% | 160,076 | -1,854 | -1.1% | -$9.31万 | 减仓 |
| VDC | VANGUARD WORLD FD | $995.74万 | 4.11% | 44,159 | 1,073 | 2.5% | $24.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,078.40万 | 4.46% | 133,846 | -542 | -0.4% | -$4.37万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,113.90万 | 4.60% | 37,253 | 615 | 1.7% | $18.39万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,121.19万 | 4.63% | 116,270 | 1,482 | 1.3% | $14.29万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,275.01万 | 5.27% | 84,927 | -57 | -0.1% | -$8,557 | 减仓 |
| MSFT | MICROSOFT CORP | $1,279.22万 | 5.29% | 34,294 | -7,052 | -17.1% | -$263.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,476.45万 | 6.10% | 201,124 | 9,843 | 5.1% | $72.26万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,594.74万 | 6.59% | 274,010 | 12,601 | 4.8% | $73.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,597.05万 | 6.60% | 267,558 | 1,672 | 0.6% | $9.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,072.89万 | 8.57% | 290,931 | 4,520 | 1.6% | $32.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,327.19万 | 9.62% | 95,773 | 1,066 | 1.1% | $25.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,466.68万 | 22.59% | 79,595 | 239 | 0.3% | $16.41万 | 加仓 |