SOFI WEALTH, LLC
SAN FRANCISCO CA · SEC CIK 0001925582
$20.75亿2026Q1 申报市值
52持仓数
76.5%前十大占比 · 第一大 12.3%
3 / 1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
CORO 新建仓+$1.06亿
PZA 加仓+$3,453.47万
IVW 加仓+$1,641.01万
IUSB 加仓+$1,599.86万
SFY 加仓+$1,378.11万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$2,650.18万
EFG 减仓-$1,671.73万
HIMU 减仓-$1,506.91万
HYDB 减仓-$1,496.46万
EFV 减仓-$974.65万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $2.54亿 | 12.26% | 2,249,169 | 145,081 | 6.9% | $1,641.01万 | 加仓 |
| SFY | TIDAL ETF TR | $2.19亿 | 10.55% | 1,754,353 | 110,408 | 6.7% | $1,378.11万 | 加仓 |
| IVV | ISHARES TR | $2.10亿 | 10.14% | 322,074 | -8,200 | -2.5% | -$535.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.10亿 | 10.13% | 3,612,761 | 222,910 | 6.6% | $1,296.89万 | 加仓 |
| IVE | ISHARES TR | $2.07亿 | 9.97% | 979,965 | 4,340 | 0.4% | $91.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.35亿 | 6.49% | 2,493,581 | -72,302 | -2.8% | -$390.79万 | 减仓 |
| CORO | ISHARES TR | $1.06亿 | 5.13% | 3,311,784 | 3,311,784 | — | $1.06亿 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $8,575.74万 | 4.13% | 2,602,652 | 140,925 | 5.7% | $464.35万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $8,351.16万 | 4.02% | 2,305,676 | 187,084 | 8.8% | $677.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $7,656.39万 | 3.69% | 1,194,817 | -413,573 | -25.7% | -$2,650.18万 | 减仓 |
| IUSB | ISHARES TR | $7,176.83万 | 3.46% | 1,553,764 | 346,365 | 28.7% | $1,599.86万 | 加仓 |
| EFV | ISHARES TR | $7,113.46万 | 3.43% | 956,754 | -131,090 | -12.1% | -$974.65万 | 减仓 |
| MUB | ISHARES TR | $6,590.82万 | 3.18% | 620,897 | -10,892 | -1.7% | -$115.62万 | 减仓 |
| SHLD | GLOBAL X FDS | $5,270.76万 | 2.54% | 744,037 | -46,042 | -5.8% | -$326.16万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $4,557.59万 | 2.20% | 1,983,286 | 1,502,814 | 312.8% | $3,453.47万 | 加仓 |
| EFG | ISHARES TR | $4,217.91万 | 2.03% | 378,729 | -150,106 | -28.4% | -$1,671.73万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,908.47万 | 1.88% | 832,475 | 139,605 | 20.1% | $655.45万 | 加仓 |
| SPTL | SPDR SER TR | $2,995.81万 | 1.44% | 1,139,091 | -276,737 | -19.5% | -$727.82万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,125.63万 | 1.02% | 241,110 | -36,461 | -13.1% | -$321.44万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $852.04万 | 0.41% | 121,482 | 23,873 | 24.5% | $167.44万 | 加仓 |
| DSI | ISHARES TR | $518.57万 | 0.25% | 42,790 | 8,482 | 24.7% | $102.79万 | 加仓 |
| USXF | ISHARES TR | $405.54万 | 0.20% | 73,467 | 14,616 | 24.8% | $80.68万 | 加仓 |
| STIP | ISHARES TR | $347.28万 | 0.17% | 33,576 | 2,712 | 8.8% | $28.05万 | 加仓 |
| EUSB | ISHARES TR | $342.09万 | 0.16% | 78,641 | 21,255 | 37.0% | $92.46万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $332.99万 | 0.16% | 64,122 | 7,877 | 14.0% | $40.91万 | 加仓 |
| ESGU | ISHARES TR | $327.13万 | 0.16% | 23,132 | 4,547 | 24.5% | $64.30万 | 加仓 |
| DMXF | ISHARES TR | $253.44万 | 0.12% | 33,590 | 6,320 | 23.2% | $47.69万 | 加仓 |
| SYSB | ISHARES TR | $245.25万 | 0.12% | 27,556 | 27,556 | — | $245.25万 | 新建仓 |
| ESGE | ISHARES INC | $215.36万 | 0.10% | 47,363 | 10,606 | 28.9% | $48.23万 | 加仓 |
| EAGG | ISHARES TR | $214.86万 | 0.10% | 45,186 | 10,553 | 30.5% | $50.18万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $192.33万 | 0.09% | 50,060 | 20,574 | 69.8% | $79.05万 | 加仓 |
| ICVT | ISHARES TR | $155.82万 | 0.08% | 15,308 | 15,308 | — | $155.82万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $146.83万 | 0.07% | 26,559 | 4,515 | 20.5% | $24.96万 | 加仓 |
| SUSC | ISHARES TR | $130.48万 | 0.06% | 56,392 | 12,342 | 28.0% | $28.56万 | 加仓 |
| PAVE | GLOBAL X FDS | $84.13万 | 0.04% | 16,557 | 2,394 | 16.9% | $12.16万 | 加仓 |
| SUSB | ISHARES TR | $6.57万 | 0.00% | 2,623 | 901 | 52.3% | $2.26万 | 加仓 |
| IYW | ISHARES TR | $5.08万 | 0.00% | 280 | 3 | 1.1% | $544 | 加仓 |
| HYDB | ISHARES TR | $3.15万 | 0.00% | 677 | -321,732 | -99.8% | -$1,496.46万 | 减仓 |
| EMXC | ISHARES INC | $2.44万 | 0.00% | 311 | -8 | -2.5% | -$629 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $2.32万 | 0.00% | 483 | -314,034 | -99.8% | -$1,506.91万 | 减仓 |
| HEFA | ISHARES TR | $1.01万 | 0.00% | 237 | 2 | 0.9% | $85 | 加仓 |
| IGSB | ISHARES TR | $9,664 | 0.00% | 184 | -35,485 | -99.5% | -$186.37万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $7,601 | 0.00% | 97 | -69 | -41.6% | -$5,407 | 减仓 |
| VB | VANGUARD INDEX FDS | $6,627 | 0.00% | 25 | -9 | -26.5% | -$2,386 | 减仓 |
| IGLB | ISHARES TR | $6,037 | 0.00% | 122 | -29,195 | -99.6% | -$144.47万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,755 | 0.00% | 51 | -180 | -77.9% | -$1.33万 | 减仓 |
| SUB | ISHARES TR | $3,176 | 0.00% | 30 | -1,111 | -97.4% | -$11.76万 | 减仓 |
| IXC | ISHARES TR | $2,930 | 0.00% | 51 | 10 | 24.4% | $575 | 加仓 |
| IEFA | ISHARES TR | $2,408 | 0.00% | 27 | -13 | -32.5% | -$1,159 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,315 | 0.00% | 26 | -29 | -52.7% | -$1,467 | 减仓 |
| HYG | ISHARES TR | $1,139 | 0.00% | 14 | -13 | -48.1% | -$1,058 | 减仓 |
| HYD | VANECK ETF TR | $1,017 | 0.00% | 20 | -2 | -9.1% | -$102 | 减仓 |
| — | TIDAL ETF TR | $0 | 0.00% | 0 | -700 | -100.0% | -$1.14万 | 清仓 |