STAGE HARBOR FINANCIAL, LLC
WESTWOOD MA · SEC CIK 0001934721
$1.51亿2026Q1 申报市值
61持仓数
66.8%前十大占比 · 第一大 15.8%
4 / 2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
EVTR 加仓+$152.71万
DFLV 加仓+$123.37万
VOO 加仓+$84.44万
VUG 加仓+$75.13万
DIMENSIONAL ETF 加仓+$72.21万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$158.31万
IUSG 清仓-$25.36万
ORCL 清仓-$22.30万
IVV 减仓-$16.72万
VB 减仓-$15.30万
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 |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONAL ETF TRUST | $2,382.51万 | 15.80% | 667,183 | 34,548 | 5.5% | $123.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,020.58万 | 13.40% | 46,260 | 1,720 | 3.9% | $75.13万 | 加仓 |
| MUB | ISHARES TR | $1,600.43万 | 10.61% | 150,771 | 11 | 0.0% | $1,168 | 加仓 |
| EFV | ISHARES TR | $688.76万 | 4.57% | 92,637 | -157 | -0.2% | -$1.17万 | 减仓 |
| ACWX | ISHARES TR | $602.87万 | 4.00% | 88,049 | -79 | -0.1% | -$5,409 | 减仓 |
| — | NEUBERGER BERMAN ETF TRUST | $598.18万 | 3.97% | 237,380 | 15,109 | 6.8% | $38.07万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $573.05万 | 3.80% | 114,862 | -592 | -0.5% | -$2.95万 | 减仓 |
| IWF | ISHARES TR | $553.76万 | 3.67% | 12,987 | 38 | 0.3% | $1.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $539.22万 | 3.58% | 20,587 | -584 | -2.8% | -$15.30万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $509.56万 | 3.38% | 100,407 | 30,091 | 42.8% | $152.71万 | 加仓 |
| IVV | ISHARES TR | $506.59万 | 3.36% | 7,755 | -256 | -3.2% | -$16.72万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $500.08万 | 3.32% | 179,561 | -538 | -0.3% | -$1.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $451.31万 | 2.99% | 76,042 | 12,167 | 19.0% | $72.21万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $375.93万 | 2.49% | 20,400 | -32 | -0.2% | -$5,897 | 减仓 |
| VTV | VANGUARD INDEX FDS | $318.11万 | 2.11% | 16,214 | 202 | 1.3% | $3.96万 | 加仓 |
| IWD | ISHARES TR | $274.35万 | 1.82% | 12,840 | -7,409 | -36.6% | -$158.31万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $217.29万 | 1.44% | 44,408 | 3,984 | 9.9% | $19.49万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $202.71万 | 1.34% | 27,528 | -1,038 | -3.6% | -$7.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $130.22万 | 0.86% | 2,179 | 1,413 | 184.5% | $84.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $114.73万 | 0.76% | 3,576 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $104.36万 | 0.69% | 19,773 | 6,530 | 49.3% | $34.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $97.65万 | 0.65% | 5,599 | -627 | -10.1% | -$10.93万 | 减仓 |
| EFG | ISHARES TR | $97.00万 | 0.64% | 8,710 | 2,168 | 33.1% | $24.14万 | 加仓 |
| IWM | ISHARES TR | $96.46万 | 0.64% | 3,889 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $93.71万 | 0.62% | 7,315 | 3,524 | 93.0% | $45.15万 | 加仓 |
| EFA | ISHARES TR | $86.13万 | 0.57% | 8,867 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $72.00万 | 0.48% | 18,527 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $71.78万 | 0.48% | 3,304 | 19 | 0.6% | $4,128 | 加仓 |
| MTUM | ISHARES TR | $67.20万 | 0.45% | 2,800 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.77万 | 0.40% | 9,328 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $56.30万 | 0.37% | 11,846 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $55.35万 | 0.37% | 21,124 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $51.94万 | 0.34% | 2,460 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.71万 | 0.32% | 2,291 | -331 | -12.6% | -$6.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $47.20万 | 0.31% | 1,275 | -410 | -24.3% | -$15.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.89万 | 0.31% | 721 | -36 | -4.8% | -$2.34万 | 减仓 |
| GOOG | ALPHABET INC | $46.41万 | 0.31% | 1,618 | -80 | -4.7% | -$2.29万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $41.46万 | 0.27% | 2,844 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $41.02万 | 0.27% | 717 | 41 | 6.1% | $2.35万 | 加仓 |
| AAPL | APPLE INC | $39.16万 | 0.26% | 1,543 | -181 | -10.5% | -$4.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $39.11万 | 0.26% | 6,263 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.66万 | 0.26% | 1,040 | 44 | 4.4% | $1.64万 | 加仓 |
| IEMG | ISHARES INC | $38.06万 | 0.25% | 5,457 | 672 | 14.0% | $4.69万 | 加仓 |
| MGC | VANGUARD WORLD FD | $37.25万 | 0.25% | 1,576 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $34.10万 | 0.23% | 1,778 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $33.75万 | 0.22% | 4,809 | 4,809 | — | $33.75万 | 新建仓 |
| NFLX | NETFLIX INC. | $32.97万 | 0.22% | 3,429 | 545 | 18.9% | $5.24万 | 加仓 |
| GOOGL | ALPHABET INC | $32.18万 | 0.21% | 1,119 | 74 | 7.1% | $2.13万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $31.91万 | 0.21% | 2,791 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.78万 | 0.20% | 5,695 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.59万 | 0.18% | 913 | -62 | -6.4% | -$1.87万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $26.12万 | 0.17% | 1,015 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.90万 | 0.17% | 1,251 | 92 | 7.9% | $1.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.66万 | 0.16% | 410 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $23.08万 | 0.15% | 2,040 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $22.31万 | 0.15% | 5,755 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $21.76万 | 0.14% | 2,346 | -44 | -1.8% | -$4,081 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.27万 | 0.14% | 8,593 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $20.93万 | 0.14% | 300 | 300 | — | $20.93万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.89万 | 0.14% | 6,170 | 6,170 | — | $20.89万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.22万 | 0.13% | 1,192 | 1,192 | — | $20.22万 | 新建仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -1,510 | -100.0% | -$25.36万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,144 | -100.0% | -$22.30万 | 清仓 |