STUART INVESTMENT ADVISORS, INC.
AUSTIN TX · SEC CIK 0001910180
$2.49亿2026Q2 申报市值
21持仓数
97.9%前十大占比 · 第一大 51.5%
2 / 8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
VTI 加仓+$292.70万
VXUS 加仓+$218.39万
IAUM 加仓+$134.69万
WMB 新建仓+$31.97万
OKE 新建仓+$24.80万
2026Q2 卖出最多 按季末市值估算
IAU 减仓-$114.53万
FNDF 清仓-$58.01万
VYMI 清仓-$56.64万
VIGI 清仓-$44.05万
MSFT 减仓-$38.57万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.28亿 | 51.46% | 345,764 | 7,910 | 2.3% | $292.70万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,878.75万 | 15.60% | 513,674 | -15,168 | -2.9% | -$114.53万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,433.74万 | 13.81% | 401,654 | 25,546 | 6.8% | $218.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,800.19万 | 11.26% | 40,771 | -250 | -0.6% | -$17.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $303.14万 | 1.22% | 6,058 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $290.61万 | 1.17% | 19,115 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $266.46万 | 1.07% | 66,599 | 33,665 | 102.2% | $134.69万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $222.06万 | 0.89% | 7,250 | -131 | -1.8% | -$4.01万 | 减仓 |
| — | EXXON MOBIL CORP | $189.42万 | 0.76% | 13,855 | 879 | 6.8% | $12.02万 | 加仓 |
| AMZN | AMAZON COM INC | $161.12万 | 0.65% | 6,760 | -22 | -0.3% | -$5,243 | 减仓 |
| ET | ENERGY TRANSFER L P | $91.20万 | 0.37% | 47,698 | -7,200 | -13.1% | -$13.77万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $72.27万 | 0.29% | 24,558 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $59.61万 | 0.24% | 1,598 | -1,034 | -39.3% | -$38.57万 | 减仓 |
| GLD | SPDR GOLD TR | $53.71万 | 0.22% | 1,458 | -19 | -1.3% | -$6,999 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $50.23万 | 0.20% | 5,997 | 27 | 0.5% | $2,261 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.41万 | 0.19% | 1,906 | 400 | 26.6% | $10.16万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.88万 | 0.13% | 1,468 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $31.97万 | 0.13% | 4,300 | 4,300 | — | $31.97万 | 新建仓 |
| RTX | RTX CORPORATION | $28.99万 | 0.12% | 1,528 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $28.48万 | 0.11% | 984 | -25 | -2.5% | -$7,237 | 减仓 |
| OKE | ONEOK INC NEW | $24.80万 | 0.10% | 2,852 | 2,852 | — | $24.80万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,855 | -100.0% | -$58.01万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -6,010 | -100.0% | -$56.64万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -4,980 | -100.0% | -$44.05万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$27.87万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,608 | -100.0% | -$21.50万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.17万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,142 | -100.0% | -$20.54万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -988 | -100.0% | -$20.10万 | 清仓 |