Highland Financial Advisors, LLC
WAYNE NJ · SEC CIK 0001939237
$4.55亿2026Q2 申报市值
73持仓数
72.1%前十大占比 · 第一大 10.2%
6 / 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
AVDE 加仓+$1,439.45万
AVDV 新建仓+$1,114.70万
VONG 加仓+$674.90万
AVSD 加仓+$422.44万
AVSU 加仓+$212.48万
2026Q2 卖出最多 按季末市值估算
GINN 减仓-$1,605.88万
QQQM 减仓-$258.62万
SPYM 减仓-$174.81万
VGT 减仓-$143.18万
DFAU 减仓-$81.52万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $0 | 0.00% | 0 | -2,724 | -100.0% | -$22.87万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -804 | -100.0% | -$21.06万 | 清仓 |
| AVLV | AMERICAN CENTY ETF TR | $20.41万 | 0.04% | 2,238 | 2,238 | — | $20.41万 | 新建仓 |
| AOA | ISHARES TR | $22.43万 | 0.05% | 2,298 | 11 | 0.5% | $1,074 | 加仓 |
| BAC | BANK AMERICA CORP | $23.30万 | 0.05% | 4,090 | -37 | -0.9% | -$2,108 | 减仓 |
| WMT | WALMART INC | $23.73万 | 0.05% | 2,095 | 109 | 5.5% | $1.23万 | 加仓 |
| IBTG | ISHARES TR | $25.24万 | 0.06% | 11,027 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $25.29万 | 0.06% | 11,306 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $25.31万 | 0.06% | 11,430 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $25.33万 | 0.06% | 11,698 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $25.62万 | 0.06% | 10,575 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $25.66万 | 0.06% | 10,162 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $25.69万 | 0.06% | 10,606 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $25.73万 | 0.06% | 11,110 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.18万 | 0.06% | 3,675 | 3,675 | — | $26.18万 | 新建仓 |
| CI | THE CIGNA GROUP | $27.43万 | 0.06% | 995 | -5 | -0.5% | -$1,378 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.45万 | 0.06% | 6,654 | 6,654 | — | $27.45万 | 新建仓 |
| IEMG | ISHARES INC | $30.90万 | 0.07% | 3,730 | 222 | 6.3% | $1.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.63万 | 0.07% | 437 | 437 | — | $32.63万 | 新建仓 |
| V | VISA INC | $35.48万 | 0.08% | 1,034 | 16 | 1.6% | $5,490 | 加仓 |
| GLD | SPDR GOLD TR | $35.51万 | 0.08% | 964 | 427 | 79.5% | $15.73万 | 重新持有 |
| EAGG | ISHARES TR | $37.01万 | 0.08% | 7,806 | 273 | 3.6% | $1.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.83万 | 0.10% | 1,726 | -2 | -0.1% | -$508 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.61万 | 0.10% | 768 | 768 | — | $44.61万 | 新建仓 |
| TSLA | TESLA INC | $45.13万 | 0.10% | 1,073 | -5 | -0.5% | -$2,103 | 减仓 |
| GOOG | ALPHABET INC | $49.13万 | 0.11% | 1,391 | 124 | 9.8% | $4.38万 | 加仓 |
| META | META PLATFORMS INC | $49.63万 | 0.11% | 881 | 23 | 2.7% | $1.30万 | 加仓 |
| GOOGL | ALPHABET INC | $53.14万 | 0.12% | 1,487 | 471 | 46.4% | $16.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $53.20万 | 0.12% | 2,659 | 198 | 8.0% | $3.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.04万 | 0.12% | 1,120 | -162 | -12.6% | -$8.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $56.80万 | 0.12% | 827 | 1 | 0.1% | $687 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.81万 | 0.12% | 12,807 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $59.97万 | 0.13% | 2,752 | 130 | 5.0% | $2.83万 | 加仓 |
| IVV | ISHARES TR | $63.36万 | 0.14% | 846 | -559 | -39.8% | -$41.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.44万 | 0.15% | 902 | 309 | 52.1% | $22.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.64万 | 0.15% | 1,840 | 145 | 8.6% | $5.41万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $69.44万 | 0.15% | 2,050 | 1,386 | 208.7% | $46.95万 | 重新持有 |
| XVV | ISHARES TR | $81.12万 | 0.18% | 14,285 | -2,582 | -15.3% | -$14.66万 | 减仓 |
| — | EXXON MOBIL CORP | $83.63万 | 0.18% | 6,117 | 581 | 10.5% | $7.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $103.88万 | 0.23% | 14,437 | -799 | -5.2% | -$5.75万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $104.21万 | 0.23% | 12,587 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $112.74万 | 0.25% | 22,085 | 1,554 | 7.6% | $7.93万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $132.89万 | 0.29% | 12,179 | 791 | 6.9% | $8.63万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $133.72万 | 0.29% | 33,256 | 4,699 | 16.5% | $18.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $144.41万 | 0.32% | 9,138 | -285 | -3.0% | -$4.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $149.78万 | 0.33% | 12,532 | -11,980 | -48.9% | -$143.18万 | 减仓 |
| AMZN | AMAZON COM INC | $151.34万 | 0.33% | 6,350 | 252 | 4.1% | $6.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $159.82万 | 0.35% | 4,883 | 13 | 0.3% | $4,255 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $195.23万 | 0.43% | 10,792 | -375 | -3.4% | -$6.78万 | 减仓 |
| IEFA | ISHARES TR | $195.97万 | 0.43% | 20,291 | 595 | 3.0% | $5.75万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $209.03万 | 0.46% | 41,490 | 1,272 | 3.2% | $6.41万 | 加仓 |
| AAPL | APPLE INC | $222.21万 | 0.49% | 7,679 | 141 | 1.9% | $4.08万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $253.42万 | 0.56% | 30,967 | 6,540 | 26.8% | $53.52万 | 加仓 |
| — | ISHARES TR | $303.25万 | 0.67% | 57,493 | 6,301 | 12.3% | $33.24万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $326.98万 | 0.72% | 96,624 | -9,462 | -8.9% | -$32.02万 | 减仓 |
| GINN | GOLDMAN SACHS ETF TR | $365.59万 | 0.80% | 46,412 | -203,870 | -81.5% | -$1,605.88万 | 减仓 |
| SMIN | ISHARES TR | $398.76万 | 0.88% | 56,378 | 15,145 | 36.7% | $107.12万 | 加仓 |
| USXF | ISHARES TR | $537.90万 | 1.18% | 77,452 | 29,248 | 60.7% | $203.13万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $641.30万 | 1.41% | 80,278 | 52,882 | 193.0% | $422.44万 | 加仓 |
| IAU | ISHARES GOLD TR | $932.84万 | 2.05% | 123,538 | -9,934 | -7.4% | -$75.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $994.36万 | 2.19% | 26,872 | 1,318 | 5.2% | $48.77万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $1,007.89万 | 2.22% | 190,599 | 14,433 | 8.2% | $76.32万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,114.70万 | 2.45% | 108,171 | 108,171 | — | $1,114.70万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,117.00万 | 2.46% | 115,763 | 10,615 | 10.1% | $102.42万 | 加仓 |
| SGOV | ISHARES TR | $1,139.44万 | 2.51% | 113,186 | 4,338 | 4.0% | $43.67万 | 加仓 |
| IWF | ISHARES TR | $1,296.76万 | 2.85% | 104,434 | -82 | -0.1% | -$1.02万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $1,549.47万 | 3.41% | 175,042 | 24,004 | 15.9% | $212.48万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,462.82万 | 5.42% | 594,740 | 29,908 | 5.3% | $123.85万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,488.60万 | 5.47% | 199,471 | -5,176 | -2.5% | -$64.58万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,613.43万 | 7.95% | 405,093 | 161,373 | 66.2% | $1,439.45万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,829.69万 | 8.42% | 299,639 | 52,805 | 21.4% | $674.90万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,106.68万 | 9.03% | 794,482 | -15,771 | -1.9% | -$81.52万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,245.64万 | 9.34% | 331,484 | -3,709 | -1.1% | -$47.50万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,524.16万 | 9.95% | 149,327 | -8,536 | -5.4% | -$258.62万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,644.56万 | 10.22% | 528,512 | -19,892 | -3.6% | -$174.81万 | 减仓 |