LifeGuide Financial Advisors, LLC
MECHANICSBURG PA · SEC CIK 0001908585
$3.13亿2026Q1 申报市值
46持仓数
86.4%前十大占比 · 第一大 21.3%
1 / 2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
DIMENSIONAL ETF 加仓+$331.86万
SCHP 加仓+$277.36万
IEF 加仓+$277.22万
DFGR 加仓+$257.60万
DFIC 加仓+$115.82万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$40.62万
BIBL 清仓-$22.84万
AAPL 减仓-$12.71万
LINKBANCORP INC 减仓-$10.24万
STIP 减仓-$4.76万
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 |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | $6,670.57万 | 21.33% | 2,509,620 | 96,914 | 4.0% | $257.60万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,166.43万 | 16.52% | 1,941,538 | 104,230 | 5.7% | $277.36万 | 加仓 |
| IEF | ISHARES TR | $4,466.96万 | 14.28% | 468,039 | 29,047 | 6.6% | $277.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,938.79万 | 9.40% | 756,251 | 85,398 | 12.7% | $331.86万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,747.51万 | 5.59% | 155,652 | 7,841 | 5.3% | $88.03万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,694.44万 | 5.42% | 476,904 | 32,597 | 7.3% | $115.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,617.82万 | 5.17% | 50,429 | 1,033 | 2.1% | $33.14万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,404.17万 | 4.49% | 195,758 | 4,212 | 2.2% | $30.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $730.63万 | 2.34% | 114,018 | -443 | -0.4% | -$2.84万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $578.85万 | 1.85% | 167,539 | 10,293 | 6.5% | $35.56万 | 加仓 |
| — | PRAXIS FDS | $526.78万 | 1.68% | 169,436 | 4,641 | 2.8% | $14.43万 | 加仓 |
| — | PRAXIS FDS | $477.19万 | 1.53% | 145,219 | 7,911 | 5.8% | $26.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $420.61万 | 1.34% | 47,420 | -530 | -1.1% | -$4.70万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $264.25万 | 0.84% | 10,547 | 845 | 8.7% | $21.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $260.76万 | 0.83% | 4,364 | -15 | -0.3% | -$8,963 | 减仓 |
| STIP | ISHARES TR | $238.48万 | 0.76% | 23,057 | -460 | -2.0% | -$4.76万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $235.84万 | 0.75% | 40,288 | -650 | -1.6% | -$3.81万 | 减仓 |
| AAPL | APPLE INC | $218.25万 | 0.70% | 8,600 | -501 | -5.5% | -$12.71万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $197.38万 | 0.63% | 36,518 | 424 | 1.2% | $2.29万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $195.81万 | 0.63% | 52,370 | 2,207 | 4.4% | $8.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $120.13万 | 0.38% | 4,956 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $107.63万 | 0.34% | 6,344 | 41 | 0.7% | $6,956 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $88.49万 | 0.28% | 1,361 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $84.55万 | 0.27% | 16,762 | 119 | 0.7% | $6,002 | 加仓 |
| GLD | SPDR GOLD TR | $77.71万 | 0.25% | 1,806 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $77.31万 | 0.25% | 6,221 | -56 | -0.9% | -$6,960 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $63.68万 | 0.20% | 26,691 | 3,106 | 13.2% | $7.41万 | 加仓 |
| HSY | HERSHEY CO | $55.68万 | 0.18% | 2,678 | 2 | 0.1% | $416 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $52.98万 | 0.17% | 5,651 | -138 | -2.4% | -$1.29万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $43.49万 | 0.14% | 4,421 | -304 | -6.4% | -$2.99万 | 减仓 |
| VB | VANGUARD INDEX FDS | $43.11万 | 0.14% | 1,646 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $39.17万 | 0.13% | 1,364 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.29万 | 0.12% | 1,200 | -10 | -0.8% | -$3,108 | 减仓 |
| PPL | PPL CORP | $34.89万 | 0.11% | 9,135 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.24万 | 0.10% | 1,548 | -40 | -2.5% | -$8,331 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $31.57万 | 0.10% | 1,517 | -3 | -0.2% | -$624 | 减仓 |
| MSFT | MICROSOFT CORP | $29.91万 | 0.10% | 808 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.06万 | 0.09% | 473 | 58 | 14.0% | $3.32万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $26.99万 | 0.09% | 1,460 | 104 | 7.7% | $1.92万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $23.24万 | 0.07% | 27,056 | -3,039 | -10.1% | -$2.61万 | 减仓 |
| TMF | DIREXION SHARES ETF TRUST | $22.77万 | 0.07% | 6,315 | -731 | -10.4% | -$2.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $22.22万 | 0.07% | 909 | 909 | — | $22.22万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.56万 | 0.07% | 450 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $20.42万 | 0.07% | 480 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.41万 | 0.07% | 620 | 1 | 0.2% | $329 | 加仓 |
| — | LINKBANCORP INC | $16.83万 | 0.05% | 20,185 | -12,273 | -37.8% | -$10.24万 | 减仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,218 | -100.0% | -$40.62万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -4,967 | -100.0% | -$22.84万 | 清仓 |