Aletheian Wealth Advisors LLC
Bellevue WA · SEC CIK 0001922281
$2.34亿2026Q2 申报市值
109持仓数
56.5%前十大占比 · 第一大 11.6%
14 / 2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
VEA 加仓+$145.12万
BND 加仓+$113.11万
PSP 加仓+$82.29万
ITOT 加仓+$71.88万
VNQ 加仓+$70.79万
2026Q2 卖出最多 按季末市值估算
COIN 减仓-$42.40万
VXUS 减仓-$23.47万
MCD 清仓-$22.66万
COP 清仓-$21.71万
AGG 减仓-$13.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,722.15万 | 11.63% | 165,712 | 4,376 | 2.7% | $71.88万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,608.50万 | 11.14% | 355,334 | 15,408 | 4.5% | $113.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,464.23万 | 10.52% | 345,857 | 20,368 | 6.3% | $145.12万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,002.09万 | 4.28% | 206,915 | 1,650 | 0.8% | $7.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $978.93万 | 4.18% | 164,003 | -2,002 | -1.2% | -$11.95万 | 减仓 |
| IVV | ISHARES TR | $818.72万 | 3.50% | 10,932 | -21 | -0.2% | -$1.57万 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $815.18万 | 3.48% | 146,352 | 14,773 | 11.2% | $82.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $695.30万 | 2.97% | 72,104 | 7,341 | 11.3% | $70.79万 | 加仓 |
| MUB | ISHARES TR | $629.61万 | 2.69% | 58,503 | 1,186 | 2.1% | $12.76万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $502.21万 | 2.14% | 32,550 | 234 | 0.7% | $3.61万 | 加仓 |
| IAGG | ISHARES TR | $499.77万 | 2.13% | 98,770 | 6,345 | 6.9% | $32.11万 | 加仓 |
| AAPL | APPLE INC | $495.36万 | 2.12% | 17,119 | 1,751 | 11.4% | $50.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $485.26万 | 2.07% | 24,252 | 2,626 | 12.1% | $52.54万 | 加仓 |
| CWB | SPDR SERIES TRUST | $359.00万 | 1.53% | 33,296 | 2,919 | 9.6% | $31.47万 | 加仓 |
| IEFA | ISHARES TR | $351.04万 | 1.50% | 36,347 | -651 | -1.8% | -$6.29万 | 减仓 |
| PFF | ISHARES TR | $340.94万 | 1.46% | 111,820 | 11,448 | 11.4% | $34.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $330.87万 | 1.41% | 8,870 | 1,039 | 13.3% | $38.76万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $307.53万 | 1.31% | 68,569 | 8,317 | 13.8% | $37.30万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $304.77万 | 1.30% | 39,118 | 1,009 | 2.6% | $7.86万 | 加仓 |
| AGG | ISHARES TR | $271.69万 | 1.16% | 27,449 | -1,339 | -4.7% | -$13.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $239.20万 | 1.02% | 90,263 | 1,018 | 1.1% | $2.70万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $237.58万 | 1.01% | 77,013 | 1,333 | 1.8% | $4.11万 | 加仓 |
| GOOGL | ALPHABET INC | $229.32万 | 0.98% | 6,417 | 557 | 9.5% | $19.91万 | 加仓 |
| AMZN | AMAZON COM INC | $223.57万 | 0.95% | 9,380 | 673 | 7.7% | $16.04万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $199.93万 | 0.85% | 125,902 | -1,834 | -1.4% | -$2.91万 | 减仓 |
| AVGO | BROADCOM INC | $196.43万 | 0.84% | 5,200 | 510 | 10.9% | $19.27万 | 加仓 |
| COMT | ISHARES U S ETF TR | $189.43万 | 0.81% | 62,373 | 684 | 1.1% | $2.08万 | 加仓 |
| GOOG | ALPHABET INC | $188.61万 | 0.81% | 5,338 | 525 | 10.9% | $18.55万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $179.18万 | 0.77% | 87,962 | 3,253 | 3.8% | $6.63万 | 加仓 |
| IEMG | ISHARES INC | $171.18万 | 0.73% | 20,664 | -197 | -0.9% | -$1.63万 | 减仓 |
| EMB | ISHARES TR | $146.21万 | 0.62% | 15,161 | 311 | 2.1% | $3.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $146.17万 | 0.62% | 3,950 | -25 | -0.6% | -$9,251 | 减仓 |
| IWN | ISHARES TR | $144.92万 | 0.62% | 6,552 | 186 | 2.9% | $4.11万 | 加仓 |
| TSLA | TESLA INC | $124.50万 | 0.53% | 2,960 | 169 | 6.1% | $7.11万 | 加仓 |
| JNK | SPDR SERIES TRUST | $122.76万 | 0.52% | 12,739 | 424 | 3.4% | $4.09万 | 加仓 |
| LLY | ELI LILLY & CO | $122.46万 | 0.52% | 1,021 | 91 | 9.8% | $10.91万 | 加仓 |
| META | META PLATFORMS INC | $120.26万 | 0.51% | 2,135 | 235 | 12.4% | $13.24万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $115.73万 | 0.49% | 22,844 | 563 | 2.5% | $2.85万 | 加仓 |
| SCZ | ISHARES TR | $114.91万 | 0.49% | 13,967 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $110.31万 | 0.47% | 21,809 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $103.89万 | 0.44% | 900 | -42 | -4.5% | -$4.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $96.89万 | 0.41% | 2,960 | 235 | 8.6% | $7.69万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $90.88万 | 0.39% | 1,903 | 466 | 32.4% | $22.25万 | 加仓 |
| SUB | ISHARES TR | $88.45万 | 0.38% | 8,308 | 214 | 2.6% | $2.28万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $87.05万 | 0.37% | 36,760 | -2 | -0.0% | -$47 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.52万 | 0.37% | 1,729 | 219 | 14.5% | $10.96万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $83.69万 | 0.36% | 36,183 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $80.70万 | 0.34% | 6,629 | -68 | -1.0% | -$8,279 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.45万 | 0.33% | 1,316 | 67 | 5.4% | $3.89万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $73.19万 | 0.31% | 14,525 | -381 | -2.6% | -$1.92万 | 减仓 |
| CAT | CATERPILLAR INC | $72.20万 | 0.31% | 678 | 42 | 6.6% | $4.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $69.16万 | 0.30% | 1,596 | 103 | 6.9% | $4.46万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $69.00万 | 0.29% | 25,546 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $68.03万 | 0.29% | 62,759 | 8,642 | 16.0% | $9.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $63.92万 | 0.27% | 22,072 | -3,037 | -12.1% | -$8.80万 | 减仓 |
| — | EXXON MOBIL CORP | $63.39万 | 0.27% | 4,636 | 349 | 8.1% | $4.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.88万 | 0.27% | 2,476 | 377 | 18.0% | $9.57万 | 加仓 |
| VV | VANGUARD INDEX FDS | $60.91万 | 0.26% | 1,771 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $59.36万 | 0.25% | 821 | 76 | 10.2% | $5.49万 | 加仓 |
| WMT | WALMART INC | $57.49万 | 0.25% | 5,076 | 571 | 12.7% | $6.47万 | 加仓 |
| V | VISA INC | $57.43万 | 0.25% | 1,674 | 187 | 12.6% | $6.42万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $55.59万 | 0.24% | 10,900 | 168 | 1.6% | $8,568 | 加仓 |
| KLAC | KLA CORP | $53.89万 | 0.23% | 1,786 | 76 | 4.4% | $2.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.74万 | 0.21% | 521 | 38 | 7.9% | $3.55万 | 加仓 |
| ABBV | ABBVIE INC | $48.37万 | 0.21% | 1,922 | 212 | 12.4% | $5.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.22万 | 0.20% | 900 | 77 | 9.4% | $3.95万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $44.34万 | 0.19% | 11,004 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.79万 | 0.19% | 3,728 | 461 | 14.1% | $5.41万 | 加仓 |
| GE | GE AEROSPACE | $42.19万 | 0.18% | 1,129 | -2 | -0.2% | -$747 | 减仓 |
| KO | COCA COLA CO | $41.84万 | 0.18% | 5,148 | 1,092 | 26.9% | $8.87万 | 加仓 |
| INTC | INTEL CORP | $41.46万 | 0.18% | 2,969 | 2,969 | — | $41.46万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $40.85万 | 0.17% | 2,794 | -2,900 | -50.9% | -$42.40万 | 减仓 |
| ASML | ASML HLDG NV | $40.19万 | 0.17% | 202 | 45 | 28.7% | $8.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $39.24万 | 0.17% | 2,676 | 1,056 | 65.2% | $15.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $35.71万 | 0.15% | 1,974 | 498 | 33.7% | $9.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.44万 | 0.15% | 2,138 | 123 | 6.1% | $2.04万 | 加仓 |
| RTX | RTX CORPORATION | $35.44万 | 0.15% | 1,868 | 80 | 4.5% | $1.52万 | 加仓 |
| HD | HOME DEPOT INC | $34.49万 | 0.15% | 978 | -11 | -1.1% | -$3,879 | 减仓 |
| TIP | ISHARES TR | $33.90万 | 0.14% | 3,098 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $32.71万 | 0.14% | 1,855 | 252 | 15.7% | $4.44万 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $32.29万 | 0.14% | 168,200 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $31.89万 | 0.14% | 3,730 | -2,745 | -42.4% | -$23.47万 | 减仓 |
| MRK | MERCK & CO INC | $31.20万 | 0.13% | 2,428 | 436 | 21.9% | $5.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.05万 | 0.13% | 307 | 36 | 13.3% | $3.64万 | 加仓 |
| BAC | BANK OF AMER CORP | $30.89万 | 0.13% | 5,422 | 542 | 11.1% | $3.09万 | 加仓 |
| VB | VANGUARD INDEX FDS | $30.62万 | 0.13% | 1,010 | -4 | -0.4% | -$1,212 | 减仓 |
| MS | MORGAN STANLEY | $29.60万 | 0.13% | 1,416 | 1,416 | — | $29.60万 | 新建仓 |
| LIN | LINDE PLC | $28.75万 | 0.12% | 554 | 46 | 9.1% | $2.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.52万 | 0.12% | 686 | 686 | — | $28.52万 | 新建仓 |
| WMB | WILLIAMS COS INC | $28.47万 | 0.12% | 3,830 | 140 | 3.8% | $1.04万 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.28万 | 0.12% | 712 | 73 | 11.4% | $2.90万 | 加仓 |
| GEV | GE VERNOVA INC | $27.96万 | 0.12% | 238 | 238 | — | $27.96万 | 新建仓 |
| ORCL | ORACLE CORP | $27.83万 | 0.12% | 1,899 | 356 | 23.1% | $5.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $27.78万 | 0.12% | 3,448 | -664 | -16.1% | -$5.35万 | 减仓 |
| NFLX | NETFLIX INC. | $27.47万 | 0.12% | 3,848 | 330 | 9.4% | $2.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.07万 | 0.12% | 2,320 | 299 | 14.8% | $3.49万 | 加仓 |
| USRT | ISHARES TR | $26.89万 | 0.11% | 4,047 | -1 | -0.0% | -$66 | 减仓 |
| WFC | WELLS FARGO & CO | $26.31万 | 0.11% | 3,184 | 374 | 13.3% | $3.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $26.22万 | 0.11% | 769 | 769 | — | $26.22万 | 新建仓 |
| BX | BLACKSTONE INC | $24.69万 | 0.11% | 2,098 | 100 | 5.0% | $1.18万 | 加仓 |