AMARA FINANCIAL, LLC.
SAN FRANCISCO CA · SEC CIK 0001934965
$1.45亿2026Q1 申报市值
45持仓数
78.3%前十大占比 · 第一大 15.9%
2 / 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
MGV 加仓+$221.73万
SCHG 加仓+$217.46万
VEA 加仓+$157.42万
IEMG 加仓+$103.50万
EFA 加仓+$100.36万
2026Q1 卖出最多 按季末市值估算
SGOL 减仓-$112.98万
MGK 减仓-$109.72万
STIP 减仓-$95.62万
BSV 清仓-$68.88万
VIG 减仓-$60.80万
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -8,739 | -100.0% | -$68.88万 | 清仓 |
| XJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -5,083 | -100.0% | -$23.37万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.73万 | 0.15% | 8,474 | 23 | 0.3% | $590 | 加仓 |
| TSLA | TESLA INC | $22.19万 | 0.15% | 597 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $22.78万 | 0.16% | 9,213 | 9,213 | — | $22.78万 | 新建仓 |
| IWF | ISHARES TR | $24.35万 | 0.17% | 571 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $24.54万 | 0.17% | 855 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.53万 | 0.18% | 922 | -201 | -17.9% | -$5.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $30.03万 | 0.21% | 811 | 21 | 2.7% | $7,775 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.82万 | 0.22% | 4,157 | 29 | 0.7% | $2,220 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $32.17万 | 0.22% | 4,572 | -831 | -15.4% | -$5.85万 | 减仓 |
| AAPL | APPLE INC | $34.41万 | 0.24% | 1,356 | -178 | -11.6% | -$4.52万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $36.49万 | 0.25% | 3,726 | 28 | 0.8% | $2,742 | 加仓 |
| VOT | VANGUARD INDEX FDS | $38.10万 | 0.26% | 1,481 | -1,033 | -41.1% | -$26.58万 | 减仓 |
| SUSB | ISHARES TR | $38.88万 | 0.27% | 15,512 | 5,841 | 60.4% | $14.64万 | 加仓 |
| IEFA | ISHARES TR | $39.54万 | 0.27% | 4,368 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $40.45万 | 0.28% | 5,632 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $41.53万 | 0.29% | 12,381 | 64 | 0.5% | $2,147 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $46.44万 | 0.32% | 14,999 | 14,999 | — | $46.44万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $49.03万 | 0.34% | 16,305 | -588 | -3.5% | -$1.77万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $54.13万 | 0.37% | 11,582 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $64.00万 | 0.44% | 6,470 | -476 | -6.9% | -$4.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $69.16万 | 0.48% | 3,753 | 21 | 0.6% | $3,870 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.94万 | 0.54% | 1,784 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $78.25万 | 0.54% | 1,310 | 1 | 0.1% | $597 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $103.63万 | 0.71% | 4,738 | -28 | -0.6% | -$6,124 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.73万 | 0.76% | 1,703 | 5 | 0.3% | $3,251 | 加仓 |
| VSGX | VANGUARD WORLD FD | $120.28万 | 0.83% | 16,768 | 730 | 4.6% | $5.24万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $136.94万 | 0.94% | 27,863 | -700 | -2.5% | -$3.44万 | 减仓 |
| GLD | SPDR GOLD TR | $137.56万 | 0.95% | 3,197 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $145.30万 | 1.00% | 5,547 | 18 | 0.3% | $4,715 | 加仓 |
| IVE | ISHARES TR | $158.53万 | 1.09% | 7,508 | 28 | 0.4% | $5,912 | 加仓 |
| STIP | ISHARES TR | $191.27万 | 1.32% | 18,493 | -9,245 | -33.3% | -$95.62万 | 减仓 |
| USXF | ISHARES TR | $197.02万 | 1.36% | 35,691 | 9,160 | 34.5% | $50.56万 | 加仓 |
| SGOL | ETFS GOLD TR | $251.62万 | 1.73% | 56,392 | -25,320 | -31.0% | -$112.98万 | 减仓 |
| IJH | ISHARES TR | $269.15万 | 1.86% | 39,857 | -2,124 | -5.1% | -$14.34万 | 减仓 |
| IEMG | ISHARES INC | $387.72万 | 2.67% | 55,588 | 14,839 | 36.4% | $103.50万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $432.29万 | 2.98% | 22,033 | -30 | -0.1% | -$5,886 | 减仓 |
| IJR | ISHARES TR | $447.85万 | 3.09% | 36,027 | -1,322 | -3.5% | -$16.43万 | 减仓 |
| VO | VANGUARD INDEX FDS | $582.45万 | 4.01% | 20,282 | -662 | -3.2% | -$19.01万 | 减仓 |
| IGSB | ISHARES TR | $613.07万 | 4.23% | 116,642 | 10,169 | 9.6% | $53.45万 | 加仓 |
| EFA | ISHARES TR | $646.64万 | 4.46% | 66,574 | 10,332 | 18.4% | $100.36万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $920.26万 | 6.34% | 315,916 | 74,652 | 30.9% | $217.46万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,051.07万 | 7.25% | 72,513 | 15,297 | 26.7% | $221.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,045.92万 | 14.10% | 95,132 | -2,827 | -2.9% | -$60.80万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,300.19万 | 15.86% | 62,600 | -2,986 | -4.6% | -$109.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,313.02万 | 15.94% | 360,959 | 24,566 | 7.3% | $157.42万 | 加仓 |