SOFI WEALTH, LLC
SAN FRANCISCO CA · SEC CIK 0001925582
$24.85亿2026Q2 申报市值
52持仓数
78.8%前十大占比 · 第一大 13.0%
0 / 0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
IVW 加仓+$1,373.68万
IVE 加仓+$1,327.35万
DYNF 加仓+$1,218.51万
IVV 加仓+$1,204.74万
SFY 加仓+$1,069.97万
2026Q2 卖出最多 按季末市值估算
ICVT 减仓-$7.00万
IYW 减仓-$2.84万
SYSB 减仓-$1.63万
HYDB 减仓-$1.59万
EMXC 减仓-$1.18万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3.23亿 | 13.00% | 2,349,051 | 99,882 | 4.4% | $1,373.68万 | 加仓 |
| SFY | TIDAL ETF TR | $2.72亿 | 10.94% | 1,826,226 | 71,873 | 4.1% | $1,069.97万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.58亿 | 10.38% | 3,791,928 | 179,167 | 5.0% | $1,218.51万 | 加仓 |
| IVV | ISHARES TR | $2.53亿 | 10.19% | 338,161 | 16,087 | 5.0% | $1,204.74万 | 加仓 |
| IVE | ISHARES TR | $2.36亿 | 9.49% | 1,038,423 | 58,458 | 6.0% | $1,327.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.57亿 | 6.30% | 2,623,074 | 129,493 | 5.2% | $772.94万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.39亿 | 5.59% | 2,635,605 | 32,953 | 1.3% | $173.73万 | 加仓 |
| CORO | ISHARES TR | $1.27亿 | 5.13% | 3,481,503 | 169,719 | 5.1% | $621.17万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.04亿 | 4.18% | 2,412,030 | 106,354 | 4.6% | $458.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $8,941.30万 | 3.60% | 1,254,919 | 60,102 | 5.0% | $428.23万 | 加仓 |
| EFV | ISHARES TR | $7,735.87万 | 3.11% | 1,010,564 | 53,810 | 5.6% | $411.92万 | 加仓 |
| IUSB | ISHARES TR | $7,457.39万 | 3.00% | 1,615,903 | 62,139 | 4.0% | $286.77万 | 加仓 |
| MUB | ISHARES TR | $7,172.80万 | 2.89% | 666,493 | 45,596 | 7.3% | $490.70万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $5,077.69万 | 2.04% | 2,158,881 | 175,595 | 8.9% | $413.00万 | 加仓 |
| EFG | ISHARES TR | $4,964.04万 | 2.00% | 398,975 | 20,246 | 5.3% | $251.90万 | 加仓 |
| SHLD | GLOBAL X FDS | $4,917.67万 | 1.98% | 823,592 | 79,555 | 10.7% | $475.02万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,058.90万 | 1.63% | 867,101 | 34,626 | 4.2% | $162.08万 | 加仓 |
| SPTL | SPDR SER TR | $3,202.84万 | 1.29% | 1,221,059 | 81,968 | 7.2% | $215.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,988.70万 | 0.80% | 263,368 | 22,258 | 9.2% | $168.07万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $1,190.99万 | 0.48% | 148,576 | 27,094 | 22.3% | $217.19万 | 加仓 |
| DSI | ISHARES TR | $740.70万 | 0.30% | 52,019 | 9,229 | 21.6% | $131.41万 | 加仓 |
| USXF | ISHARES TR | $610.15万 | 0.25% | 87,855 | 14,388 | 19.6% | $99.92万 | 加仓 |
| ESGU | ISHARES TR | $428.38万 | 0.17% | 26,173 | 3,041 | 13.1% | $49.77万 | 加仓 |
| EUSB | ISHARES TR | $407.12万 | 0.16% | 93,698 | 15,057 | 19.1% | $65.42万 | 加仓 |
| DMXF | ISHARES TR | $364.91万 | 0.15% | 43,134 | 9,544 | 28.4% | $80.74万 | 加仓 |
| STIP | ISHARES TR | $343.16万 | 0.14% | 33,591 | 15 | 0.0% | $1,532 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $336.30万 | 0.14% | 64,254 | 132 | 0.2% | $6,909 | 加仓 |
| ESGE | ISHARES INC | $323.48万 | 0.13% | 59,148 | 11,785 | 24.9% | $64.45万 | 加仓 |
| SYSB | ISHARES TR | $242.84万 | 0.10% | 27,372 | -184 | -0.7% | -$1.63万 | 减仓 |
| EAGG | ISHARES TR | $236.06万 | 0.09% | 49,790 | 4,604 | 10.2% | $21.83万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $213.30万 | 0.09% | 64,074 | 14,014 | 28.0% | $46.65万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $192.78万 | 0.08% | 33,437 | 6,878 | 25.9% | $39.66万 | 加仓 |
| ICVT | ISHARES TR | $179.36万 | 0.07% | 14,733 | -575 | -3.8% | -$7.00万 | 减仓 |
| SUSC | ISHARES TR | $143.46万 | 0.06% | 61,965 | 5,573 | 9.9% | $12.90万 | 加仓 |
| PAVE | GLOBAL X FDS | $109.98万 | 0.04% | 18,666 | 2,109 | 12.7% | $12.43万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $8.20万 | 0.00% | 1,117 | 1,066 | 2,090.2% | $7.82万 | 加仓 |
| SUSB | ISHARES TR | $6.52万 | 0.00% | 2,609 | -14 | -0.5% | -$350 | 减仓 |
| IYW | ISHARES TR | $4.20万 | 0.00% | 167 | -113 | -40.4% | -$2.84万 | 减仓 |
| IEFA | ISHARES TR | $4.10万 | 0.00% | 425 | 398 | 1,474.1% | $3.84万 | 加仓 |
| EMXC | ISHARES INC | $2.01万 | 0.00% | 196 | -115 | -37.0% | -$1.18万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $1.87万 | 0.00% | 376 | -107 | -22.2% | -$5,325 | 减仓 |
| HYDB | ISHARES TR | $1.58万 | 0.00% | 338 | -339 | -50.1% | -$1.59万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.02万 | 0.00% | 130 | 33 | 34.0% | $2,577 | 加仓 |
| HEFA | ISHARES TR | $7,279 | 0.00% | 155 | -82 | -34.6% | -$3,851 | 减仓 |
| VB | VANGUARD INDEX FDS | $6,024 | 0.00% | 20 | -5 | -20.0% | -$1,506 | 减仓 |
| IGLB | ISHARES TR | $5,917 | 0.00% | 118 | -4 | -3.3% | -$201 | 减仓 |
| IGSB | ISHARES TR | $2,543 | 0.00% | 49 | -135 | -73.4% | -$7,006 | 减仓 |
| SUB | ISHARES TR | $2,325 | 0.00% | 22 | -8 | -26.7% | -$845 | 减仓 |
| HYG | ISHARES TR | $1,066 | 0.00% | 13 | -1 | -7.1% | -$82 | 减仓 |
| IXC | ISHARES TR | $927 | 0.00% | 19 | -32 | -62.7% | -$1,561 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $919 | 0.00% | 18 | -8 | -30.8% | -$408 | 减仓 |
| HYD | VANECK ETF TR | $577 | 0.00% | 11 | -9 | -45.0% | -$472 | 减仓 |