13F 机构持仓

AMARA FINANCIAL, LLC.

SAN FRANCISCO CA · SEC CIK 0001934965

2026Q22026Q1 更早 9 个季度 🔒
$1.67亿2026Q2 申报市值
48持仓数
79.0%前十大占比 · 第一大 16.6%
2 / 0新建仓 / 清仓
申报市值走势$1.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MGK 16.6%
VEA 16.4%
VIG 13.7%
MGV 7.8%
SCHG 6.4%
EFA 4.3%
VO 4.0%
IGSB 3.7%
IJR 3.4%
IEMG 2.9%

2026Q2 买入最多 按季末市值估算

VEA 加仓+$162.94万
MGV 加仓+$111.00万
IJR 加仓+$33.01万
VIG 加仓+$32.91万
STIP 加仓+$27.16万

2026Q2 卖出最多 按季末市值估算

CVS 减仓-$34.52万
XJH 重新持有-$22.22万
IJH 减仓-$17.72万
EMNT 减仓-$15.36万
VUG 减仓-$5.70万

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
XJH ISHARES TR $20.34万0.12%3,900 -4,261-52.2% -$22.22万 重新持有
SCHJ SCHWAB STRATEGIC TR $23.36万0.14%9,472 2592.8% $6,387 加仓
CVS CVS HEALTH CORP $23.74万0.14%2,295 -3,337-59.3% -$34.52万 减仓
SCHA SCHWAB STRATEGIC TR $23.87万0.14%6,605 6,605— $23.87万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $24.35万0.15%1,578 1,578— $24.35万 新建仓
SCHX SCHWAB STRATEGIC TR $25.00万0.15%8,495 210.2% $618 加仓
TSLA TESLA INC $25.11万0.15%597 00.0% — 不变
IWF ISHARES TR $28.35万0.17%2,283 -1-0.0% -$124 减仓
GOOG ALPHABET INC $30.24万0.18%856 10.1% $353 加仓
MSFT MICROSOFT CORP $30.31万0.18%813 20.2% $746 加仓
GOOGL ALPHABET INC $32.98万0.20%923 10.1% $357 加仓
FTLS FIRST TR EXCH TRADED FD III $33.74万0.20%4,572 00.0% — 不变
SPYM SPDR SERIES TRUST $35.20万0.21%4,006 -151-3.6% -$1.33万 减仓
SUSB ISHARES TR $38.17万0.23%15,276 -236-1.5% -$5,898 减仓
AAPL APPLE INC $39.26万0.23%1,357 10.1% $289 加仓
SPIB SPDR SERIES TRUST $41.71万0.25%12,465 840.7% $2,811 加仓
IEFA ISHARES TR $41.89万0.25%4,337 -31-0.7% -$2,994 减仓
SPYG SPDR SERIES TRUST $44.34万0.27%3,726 00.0% — 不变
VOT VANGUARD INDEX FDS $45.41万0.27%1,482 10.1% $306 加仓
EMNT PIMCO ETF TR $48.66万0.29%4,918 -1,552-24.0% -$15.36万 减仓
SPSB SPDR SERIES TRUST $49.38万0.30%16,454 1490.9% $4,472 加仓
SCHM SCHWAB STRATEGIC TR $55.47万0.33%15,043 440.3% $1,622 加仓
SCHC SCHWAB STRATEGIC TR $55.85万0.33%11,607 250.2% $1,203 加仓
VOE VANGUARD INDEX FDS $74.50万0.45%3,770 170.5% $3,359 加仓
GLTR ABRDN PRECIOUS METALS BASKET $84.85万0.51%4,684 -54-1.1% -$9,782 减仓
VUG VANGUARD INDEX FDS $86.50万0.52%10,042 -662-6.2% -$5.70万 减仓
VOO VANGUARD INDEX FDS $87.55万0.52%1,275 -35-2.7% -$2.40万 减仓
GLD SPDR GOLD TR $117.07万0.70%3,178 -19-0.6% -$6,999 减仓
SPY STATE STR SPDR S&P 500 ETF T $127.14万0.76%1,703 00.0% — 不变
VSGX VANGUARD WORLD FD $147.10万0.88%17,864 1,0966.5% $9.02万 加仓
EQIN COLUMBIA ETF TR I $147.28万0.88%28,709 8463.0% $4.34万 加仓
VB VANGUARD INDEX FDS $168.60万1.01%5,562 150.3% $4,547 加仓
IVE ISHARES TR $171.01万1.02%7,531 230.3% $5,223 加仓
STIP ISHARES TR $216.09万1.29%21,152 2,65914.4% $27.16万 加仓
SGOL ETFS GOLD TR $238.95万1.43%62,504 6,11210.8% $23.37万 加仓
USXF ISHARES TR $256.64万1.54%36,954 1,2633.5% $8.77万 加仓
IJH ISHARES TR $289.62万1.73%37,559 -2,298-5.8% -$17.72万 减仓
VTV VANGUARD INDEX FDS $475.59万2.85%21,823 -210-1.0% -$4.58万 减仓
IEMG ISHARES INC $478.83万2.87%57,801 2,2134.0% $18.33万 加仓
IJR ISHARES TR $567.33万3.39%38,253 2,2266.2% $33.01万 加仓
IGSB ISHARES TR $617.97万3.70%117,911 1,2691.1% $6.65万 加仓
VO VANGUARD INDEX FDS $667.39万3.99%82,834 1,7062.1% $13.75万 加仓
EFA ISHARES TR $714.12万4.27%68,745 2,1713.3% $22.55万 加仓
SCHG SCHWAB STRATEGIC TR $1,067.53万6.39%315,465 -451-0.1% -$1.53万 减仓
MGV VANGUARD WORLD FD $1,296.23万7.76%79,304 6,7919.4% $111.00万 加仓
VIG VANGUARD SPECIALIZED FUNDS $2,283.92万13.67%96,523 1,3911.5% $32.91万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,734.77万16.36%383,828 22,8696.3% $162.94万 加仓
MGK VANGUARD WORLD FD $2,778.02万16.62%316,007 3,0071.0% $26.43万 加仓