13F 机构持仓

Aletheian Wealth Advisors LLC

Bellevue WA · SEC CIK 0001922281

2026Q22026Q1 更早 9 个季度 🔒
$2.05亿2026Q1 申报市值
97持仓数
57.9%前十大占比 · 第一大 12.2%
0 / 0新建仓 / 清仓
申报市值走势$2.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BND 12.2%
ITOT 11.2%
VEA 10.2%
BNDX 4.8%
VWO 4.4%
PSP 3.6%
IVV 3.5%
MUB 3.0%
VNQ 2.8%
VSS 2.3%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
APH AMPHENOL CORP $20.25万0.10%1,603 —— — —
ADI ANALOG DEVICES INC $20.33万0.10%639 —— — —
ASML ASML HLDG NV $20.74万0.10%157 —— — —
COP CONOCOPHILLIPS $21.71万0.11%1,645 —— — —
WFC WELLS FARGO & CO $22.37万0.11%2,810 —— — —
MCD MCDONALDS CORP $22.66万0.11%729 —— — —
ORCL ORACLE CORP $22.70万0.11%1,543 —— — —
GS GOLDMAN SACHS GROUP INC $22.93万0.11%271 —— — —
BX BLACKSTONE INC $22.98万0.11%1,998 —— — —
PG PROCTER & GAMBLE CO $23.40万0.11%1,620 —— — —
NAK NORTHERN DYNASTY MINERALS LT $23.55万0.11%168,200 —— — —
BAC BANK AMERICA CORP $23.79万0.12%4,880 —— — —
USRT ISHARES TR $23.96万0.12%4,048 —— — —
MRK MERCK & CO INC $23.96万0.12%1,992 —— — —
PM PHILIP MORRIS INTL INC $24.40万0.12%1,476 —— — —
KLAC KLA CORP $25.18万0.12%171 —— — —
LIN LINDE PLC $25.18万0.12%508 —— — —
CSCO CISCO SYS INC $25.35万0.12%3,267 —— — —
AMD ADVANCED MICRO DEVICES INC $25.41万0.12%1,249 —— — —
AMAT APPLIED MATLS INC $25.46万0.12%745 —— — —
VB VANGUARD INDEX FDS $26.56万0.13%1,014 —— — —
WMB WILLIAMS COS INC $26.86万0.13%3,690 —— — —
VO VANGUARD INDEX FDS $29.51万0.14%1,028 —— — —
PLTR PALANTIR TECHNOLOGIES INC $29.56万0.14%2,021 —— — —
KO COCA COLA CO $30.85万0.15%4,056 —— — —
MU MICRON TECHNOLOGY INC $31.82万0.16%942 —— — —
LRCX LAM RESEARCH CORP $31.90万0.16%1,493 —— — —
GE GE AEROSPACE $32.09万0.16%1,131 —— — —
HD HOME DEPOT INC $32.53万0.16%989 —— — —
NFLX NETFLIX INC. $33.83万0.16%3,518 —— — —
TIP ISHARES TR $34.18万0.17%3,098 —— — —
RTX RTX CORPORATION $34.49万0.17%1,788 —— — —
ABBV ABBVIE INC $37.20万0.18%1,710 —— — —
MA MASTERCARD INCORPORATED $41.12万0.20%823 —— — —
CVX CHEVRON CORPORATION $41.69万0.20%2,015 —— — —
SRLN SSGA ACTIVE ETF TR $44.17万0.22%11,004 —— — —
V VISA INC $44.94万0.22%1,487 —— — —
CAT CATERPILLAR INC $45.06万0.22%636 —— — —
COST COSTCO WHOLESALE CORPORATION $48.13万0.23%483 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $48.56万0.24%1,437 —— — —
VXUS VANGUARD STAR FDS $49.93万0.24%6,475 —— — —
JNJ JOHNSON & JOHNSON $51.31万0.25%2,099 —— — —
VV VANGUARD INDEX FDS $52.93万0.26%1,771 —— — —
JMST J P MORGAN EXCHANGE TRADED F $54.71万0.27%10,732 —— — —
WMT WALMART INC $55.99万0.27%4,505 —— — —
PGX INVESCO EXCH TRADED FD TR II $58.88万0.29%54,117 —— — —
SCHB SCHWAB STRATEGIC TR $63.02万0.31%25,109 —— — —
RWX SPDR INDEX SHS FDS $68.00万0.33%25,546 —— — —
SPDW SPDR INDEX SHS FDS $68.05万0.33%14,906 —— — —
ICVT ISHARES TR $68.17万0.33%6,697 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $72.36万0.35%1,510 —— — —
— EXXON MOBIL CORP $72.74万0.35%4,287 —— — —
SCHH SCHWAB STRATEGIC TR $79.00万0.39%36,762 —— — —
JPM JPMORGAN CHASE & CO $80.16万0.39%2,725 —— — —
SCHZ SCHWAB STRATEGIC TR $84.02万0.41%36,183 —— — —
LLY ELI LILLY & CO $85.54万0.42%930 —— — —
SUB ISHARES TR $86.20万0.42%8,094 —— — —
COIN COINBASE GLOBAL INC $99.42万0.48%5,694 —— — —
TSLA TESLA INC $103.76万0.51%2,791 —— — —
META META PLATFORMS INC $108.70万0.53%1,900 —— — —
VTEB VANGUARD MUN BD FDS $108.81万0.53%21,809 —— — —
SCZ ISHARES TR $109.52万0.53%13,967 —— — —
NEAR ISHARES U S ETF TR $113.26万0.55%22,281 —— — —
JNK SPDR SERIES TRUST $117.88万0.57%12,315 —— — —
IWN ISHARES TR $120.70万0.59%6,366 —— — —
VTI VANGUARD INDEX FDS $127.52万0.62%3,975 —— — —
GOOG ALPHABET INC $138.07万0.67%4,813 —— — —
EMB ISHARES TR $139.48万0.68%14,850 —— — —
AVGO BROADCOM INC $145.16万0.71%4,690 —— — —
IEMG ISHARES INC $145.51万0.71%20,861 —— — —
GOOGL ALPHABET INC $168.51万0.82%5,860 —— — —
BKLN INVESCO EXCH TRADED FD TR II $172.89万0.84%84,709 —— — —
AMZN AMAZON COM INC $181.34万0.88%8,707 —— — —
COMT ISHARES U S ETF TR $208.57万1.02%61,689 —— — —
PDBC INVESCO ACTVELY MNGD ETC FD $221.24万1.08%127,736 —— — —
FLRN SPDR SERIES TRUST $232.94万1.14%75,680 —— — —
SCHP SCHWAB STRATEGIC TR $237.48万1.16%89,245 —— — —
VNQI VANGUARD INTL EQUITY INDEX F $267.82万1.31%60,252 —— — —
CWB SPDR SERIES TRUST $278.01万1.36%30,377 —— — —
AGG ISHARES TR $285.78万1.39%28,788 —— — —
MSFT MICROSOFT CORP $289.88万1.41%7,831 —— — —
BSV VANGUARD BD INDEX FDS $298.81万1.46%38,109 —— — —
PFF ISHARES TR $304.33万1.48%100,372 —— — —
IEFA ISHARES TR $334.94万1.63%36,998 —— — —
NVDA NVIDIA CORPORATION $377.16万1.84%21,626 —— — —
AAPL APPLE INC $390.02万1.90%15,368 —— — —
IAGG ISHARES TR $462.49万2.25%92,425 —— — —
VSS VANGUARD INTL EQUITY INDEX F $471.14万2.30%32,316 —— — —
VNQ VANGUARD INDEX FDS $574.45万2.80%64,763 —— — —
MUB ISHARES TR $608.42万2.97%57,317 —— — —
IVV ISHARES TR $715.49万3.49%10,953 —— — —
PSP INVESCO EXCHANGE TRADED FD T $743.69万3.62%131,579 —— — —
VWO VANGUARD INTL EQUITY INDEX F $897.26万4.37%166,005 —— — —
BNDX VANGUARD CHARLOTTE FDS $986.30万4.81%205,265 —— — —
VEA VANGUARD TAX-MANAGED FDS $2,085.74万10.17%325,489 —— — —
ITOT ISHARES TR $2,297.91万11.20%161,336 —— — —
BND VANGUARD BD INDEX FDS $2,503.21万12.20%339,926 —— — —