STAGE HARBOR FINANCIAL, LLC
WESTWOOD MA · SEC CIK 0001934721
$1.73亿2026Q2 申报市值
64持仓数
66.3%前十大占比 · 第一大 16.1%
4 / 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
DFLV 加仓+$145.47万
EVTR 加仓+$122.04万
DIMENSIONAL ETF 加仓+$106.65万
SMMU 新建仓+$80.04万
VUG 加仓+$60.21万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$42.46万
DGRO 清仓-$33.75万
MUB 减仓-$26.38万
EXXON MOBIL CORP 清仓-$20.22万
FNDF 减仓-$19.39万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -4,809 | -100.0% | -$33.75万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,192 | -100.0% | -$20.22万 | 清仓 |
| CAT | CATERPILLAR INC | $20.34万 | 0.12% | 191 | 191 | — | $20.34万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.31万 | 0.12% | 2,985 | -444 | -12.9% | -$3.17万 | 减仓 |
| USMV | ISHARES TR | $22.63万 | 0.13% | 2,346 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.31万 | 0.13% | 617 | -60 | -8.9% | -$2.27万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $23.80万 | 0.14% | 8,593 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.97万 | 0.14% | 204 | 204 | — | $23.97万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $25.03万 | 0.14% | 5,755 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $27.08万 | 0.16% | 1,251 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $28.06万 | 0.16% | 2,040 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $28.68万 | 0.17% | 2,400 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $30.19万 | 0.17% | 410 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $31.09万 | 0.18% | 1,015 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $32.47万 | 0.19% | 2,490 | -301 | -10.8% | -$3.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.99万 | 0.20% | 5,695 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $36.92万 | 0.21% | 1,076 | 163 | 17.9% | $5.59万 | 加仓 |
| QUAL | ISHARES TR | $39.01万 | 0.23% | 1,778 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $39.82万 | 0.23% | 707 | -10 | -1.4% | -$5,633 | 减仓 |
| GOOGL | ALPHABET INC | $40.06万 | 0.23% | 1,121 | 2 | 0.2% | $715 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $40.60万 | 0.23% | 10,097 | 3,927 | 63.6% | $15.79万 | 加仓 |
| IEMG | ISHARES INC | $40.72万 | 0.24% | 4,915 | -542 | -9.9% | -$4.49万 | 减仓 |
| TSLA | TESLA INC | $42.23万 | 0.24% | 1,004 | -36 | -3.5% | -$1.51万 | 减仓 |
| MGC | VANGUARD WORLD FD | $43.12万 | 0.25% | 1,576 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $43.78万 | 0.25% | 6,263 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $43.88万 | 0.25% | 2,844 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $50.44万 | 0.29% | 1,743 | 200 | 13.0% | $5.79万 | 加仓 |
| IVE | ISHARES TR | $51.68万 | 0.30% | 2,276 | -184 | -7.5% | -$4.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.20万 | 0.30% | 699 | -22 | -3.1% | -$1.64万 | 减仓 |
| MINT | PIMCO ETF TR | $53.59万 | 0.31% | 5,316 | 5,316 | — | $53.59万 | 新建仓 |
| PYLD | PIMCO ETF TR | $56.02万 | 0.32% | 21,124 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $57.07万 | 0.33% | 1,530 | 255 | 20.0% | $9.51万 | 加仓 |
| AMZN | AMAZON COM INC | $57.20万 | 0.33% | 2,400 | 109 | 4.8% | $2.60万 | 加仓 |
| GOOG | ALPHABET INC | $58.65万 | 0.34% | 1,660 | 42 | 2.6% | $1.48万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $64.00万 | 0.37% | 11,846 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $66.46万 | 0.38% | 9,328 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $76.69万 | 0.44% | 3,156 | -148 | -4.5% | -$3.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $77.00万 | 0.44% | 17,358 | -1,169 | -6.3% | -$5.19万 | 减仓 |
| SMMU | PIMCO ETF TR | $80.04万 | 0.46% | 15,850 | 15,850 | — | $80.04万 | 新建仓 |
| EFA | ISHARES TR | $92.11万 | 0.53% | 8,867 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $96.00万 | 0.55% | 2,800 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $104.65万 | 0.60% | 5,230 | -369 | -6.6% | -$7.38万 | 减仓 |
| IWM | ISHARES TR | $116.86万 | 0.68% | 3,889 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $128.24万 | 0.74% | 8,759 | 1,444 | 19.7% | $21.14万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.34万 | 0.76% | 3,576 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $139.99万 | 0.81% | 25,914 | 6,141 | 31.1% | $33.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $147.13万 | 0.85% | 2,142 | -37 | -1.7% | -$2.54万 | 减仓 |
| EFG | ISHARES TR | $150.27万 | 0.87% | 12,077 | 3,367 | 38.7% | $41.89万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $199.42万 | 1.15% | 27,165 | -363 | -1.3% | -$2.66万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $214.90万 | 1.24% | 40,732 | -3,676 | -8.3% | -$19.39万 | 减仓 |
| IWD | ISHARES TR | $311.28万 | 1.80% | 12,840 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $355.70万 | 2.05% | 16,322 | 108 | 0.7% | $2.35万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $401.58万 | 2.32% | 20,323 | -77 | -0.4% | -$1.52万 | 减仓 |
| IVV | ISHARES TR | $538.33万 | 3.11% | 7,188 | -567 | -7.3% | -$42.46万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $555.54万 | 3.21% | 178,629 | -932 | -0.5% | -$2.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $571.41万 | 3.30% | 112,971 | -1,891 | -1.6% | -$9.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $612.33万 | 3.54% | 92,079 | 16,037 | 21.1% | $106.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $623.79万 | 3.60% | 20,579 | -8 | -0.0% | -$2,425 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $631.21万 | 3.65% | 124,474 | 24,067 | 24.0% | $122.04万 | 加仓 |
| IWF | ISHARES TR | $661.58万 | 3.82% | 53,280 | 1,332 | 2.6% | $16.54万 | 加仓 |
| ACWX | ISHARES TR | $670.83万 | 3.88% | 88,140 | 91 | 0.1% | $6,926 | 加仓 |
| EFV | ISHARES TR | $708.90万 | 4.10% | 92,606 | -31 | -0.0% | -$2,373 | 减仓 |
| — | NEUBERGER BERMAN ETF TRUST | $731.03万 | 4.22% | 254,627 | 17,247 | 7.3% | $49.52万 | 加仓 |
| MUB | ISHARES TR | $1,596.22万 | 9.22% | 148,320 | -2,451 | -1.6% | -$26.38万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,451.11万 | 14.16% | 284,550 | 6,990 | 2.5% | $60.21万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,783.51万 | 16.08% | 703,973 | 36,790 | 5.5% | $145.47万 | 加仓 |