STUART INVESTMENT ADVISORS, INC.
AUSTIN TX · SEC CIK 0001910180
$2.29亿2026Q1 申报市值
27持仓数
96.7%前十大占比 · 第一大 47.3%
12 / 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
VTI 新建仓+$1.08亿
BRK/B 新建仓+$290.30万
AMZN 新建仓+$141.25万
ET 新建仓+$105.95万
SCHX 新建仓+$62.97万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$280.60万
TSLA 清仓-$24.33万
OBK 清仓-$23.79万
VOO 减仓-$13.44万
VOT 减仓-$2.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.08亿 | 47.35% | 337,854 | 337,854 | — | $1.08亿 | 新建仓 |
| IAU | ISHARES GOLD TR | $4,662.27万 | 20.37% | 528,842 | -31,828 | -5.7% | -$280.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,900.17万 | 12.67% | 376,108 | 4,320 | 1.2% | $33.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,451.20万 | 10.71% | 41,021 | -225 | -0.5% | -$13.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $290.30万 | 1.27% | 6,058 | 6,058 | — | $290.30万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $276.77万 | 1.21% | 19,115 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $220.15万 | 0.96% | 12,976 | 63 | 0.5% | $1.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $189.94万 | 0.83% | 7,381 | -80 | -1.1% | -$2.06万 | 减仓 |
| IAUM | ISHARES GOLD TR | $153.80万 | 0.67% | 32,934 | 8,901 | 37.0% | $41.57万 | 加仓 |
| AMZN | AMAZON COM INC | $141.25万 | 0.62% | 6,782 | 6,782 | — | $141.25万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $105.95万 | 0.46% | 54,898 | 54,898 | — | $105.95万 | 新建仓 |
| MSFT | MICROSOFT CORP | $97.41万 | 0.43% | 2,632 | 1,035 | 64.8% | $38.31万 | 加仓 |
| GLD | SPDR GOLD TR | $63.55万 | 0.28% | 1,477 | 229 | 18.3% | $9.85万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $62.97万 | 0.28% | 24,558 | 24,558 | — | $62.97万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $58.01万 | 0.25% | 11,855 | 11,855 | — | $58.01万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $56.64万 | 0.25% | 6,010 | 6,010 | — | $56.64万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $44.83万 | 0.20% | 5,970 | 9 | 0.2% | $676 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $44.05万 | 0.19% | 4,980 | 4,980 | — | $44.05万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $36.81万 | 0.16% | 1,506 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.83万 | 0.13% | 1,468 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $29.48万 | 0.13% | 1,528 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.87万 | 0.12% | 2,000 | 2,000 | — | $27.87万 | 新建仓 |
| AAPL | APPLE INC | $25.61万 | 0.11% | 1,009 | 1 | 0.1% | $254 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.50万 | 0.09% | 2,608 | 2,608 | — | $21.50万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.17万 | 0.09% | 1,023 | 1,023 | — | $21.17万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $20.54万 | 0.09% | 1,142 | 1,142 | — | $20.54万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.10万 | 0.09% | 988 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -541 | -100.0% | -$24.33万 | 清仓 |
| OBK | ORIGIN BANCORP INC | $0 | 0.00% | 0 | -6,326 | -100.0% | -$23.79万 | 清仓 |