LifeGuide Financial Advisors, LLC
MECHANICSBURG PA · SEC CIK 0001908585
$3.51亿2026Q2 申报市值
47持仓数
86.3%前十大占比 · 第一大 21.4%
5 / 4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
IEF 加仓+$361.26万
SCHP 加仓+$347.07万
DFGR 加仓+$244.07万
DIMENSIONAL ETF 加仓+$96.34万
ESGV 加仓+$79.49万
2026Q2 卖出最多 按季末市值估算
SPXL 清仓-$26.99万
TMF 清仓-$22.77万
SPGI 清仓-$20.42万
LINKBANCORP INC 清仓-$16.83万
DIREXION SHARES 减仓-$12.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -1,460 | -100.0% | -$26.99万 | 清仓 |
| TMF | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -6,315 | -100.0% | -$22.77万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -480 | -100.0% | -$20.42万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -20,185 | -100.0% | -$16.83万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $16.19万 | 0.05% | 15,362 | -11,694 | -43.2% | -$12.33万 | 减仓 |
| HD | HOME DEPOT INC | $20.20万 | 0.06% | 573 | -47 | -7.6% | -$1.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $20.51万 | 0.06% | 844 | 844 | — | $20.51万 | 新建仓 |
| CMI | CUMMINS INC | $21.82万 | 0.06% | 306 | 306 | — | $21.82万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.52万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.11万 | 0.07% | 910 | 1 | 0.1% | $254 | 加仓 |
| AZN | ASTRAZENECA PLC | $25.18万 | 0.07% | 1,328 | 1,328 | — | $25.18万 | 新建仓 |
| META | META PLATFORMS INC | $27.71万 | 0.08% | 492 | 19 | 4.0% | $1.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $31.04万 | 0.09% | 832 | 24 | 3.0% | $8,952 | 加仓 |
| MCD | MCDONALDS CORP | $32.44万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $32.80万 | 0.09% | 9,024 | -111 | -1.2% | -$4,035 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $37.52万 | 0.11% | 1,524 | 7 | 0.5% | $1,724 | 加仓 |
| AMZN | AMAZON COM INC | $39.14万 | 0.11% | 1,642 | 94 | 6.1% | $2.24万 | 加仓 |
| CAT | CATERPILLAR INC | $40.64万 | 0.12% | 382 | 382 | — | $40.64万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $43.96万 | 0.13% | 5,456 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $44.86万 | 0.13% | 4,173 | -248 | -5.6% | -$2.67万 | 减仓 |
| HSY | HERSHEY CO | $47.33万 | 0.13% | 2,698 | 20 | 0.7% | $3,508 | 加仓 |
| VB | VANGUARD INDEX FDS | $49.89万 | 0.14% | 1,646 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $54.18万 | 0.15% | 7,540 | 7,540 | — | $54.18万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $60.08万 | 0.17% | 5,651 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $66.53万 | 0.19% | 1,806 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $69.89万 | 0.20% | 6,171 | -50 | -0.8% | -$5,663 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $70.23万 | 0.20% | 29,545 | 2,854 | 10.7% | $6.78万 | 加仓 |
| MKC | MCCORMICK & CO INC | $85.30万 | 0.24% | 16,919 | 157 | 0.9% | $7,916 | 加仓 |
| — | EXXON MOBIL CORP | $87.29万 | 0.25% | 6,385 | 41 | 0.6% | $5,605 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.12万 | 0.33% | 1,542 | 181 | 13.3% | $13.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.37万 | 0.40% | 4,956 | 0 | 0.0% | — | 不变 |
| WWJD | NORTHERN LTS FD TR IV | $198.62万 | 0.57% | 52,090 | -280 | -0.5% | -$1.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $229.14万 | 0.65% | 38,388 | 1,870 | 5.1% | $11.16万 | 加仓 |
| AAPL | APPLE INC | $249.34万 | 0.71% | 8,617 | 17 | 0.2% | $4,919 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $257.99万 | 0.73% | 44,329 | 4,041 | 10.0% | $23.52万 | 加仓 |
| STIP | ISHARES TR | $260.41万 | 0.74% | 25,490 | 2,433 | 10.6% | $24.86万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $301.32万 | 0.86% | 10,532 | -15 | -0.1% | -$4,292 | 减仓 |
| VOO | VANGUARD INDEX FDS | $345.57万 | 0.98% | 5,031 | 667 | 15.3% | $45.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $450.65万 | 1.28% | 46,733 | -687 | -1.4% | -$6.62万 | 减仓 |
| — | PRAXIS FDS | $578.14万 | 1.65% | 148,164 | 2,945 | 2.0% | $11.49万 | 加仓 |
| — | PRAXIS FDS | $600.35万 | 1.71% | 172,356 | 2,920 | 1.7% | $10.17万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $672.47万 | 1.91% | 165,470 | -2,069 | -1.2% | -$8.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $843.76万 | 2.40% | 118,423 | 4,405 | 3.9% | $31.39万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,652.81万 | 4.71% | 200,730 | 4,972 | 2.5% | $40.94万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,853.63万 | 5.28% | 497,486 | 20,582 | 4.3% | $76.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,914.01万 | 5.45% | 51,724 | 1,295 | 2.6% | $47.92万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2,137.84万 | 6.09% | 161,663 | 6,011 | 3.9% | $79.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,451.07万 | 9.83% | 777,969 | 21,718 | 2.9% | $96.34万 | 加仓 |
| IEF | ISHARES TR | $4,787.50万 | 13.63% | 506,239 | 38,200 | 8.2% | $361.26万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,492.14万 | 15.64% | 2,072,506 | 130,968 | 6.7% | $347.07万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $7,514.44万 | 21.40% | 2,593,868 | 84,248 | 3.4% | $244.07万 | 加仓 |