Highland Financial Advisors, LLC
WAYNE NJ · SEC CIK 0001939237
$3.79亿2026Q1 申报市值
67持仓数
72.9%前十大占比 · 第一大 11.1%
7 / 4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
SPYM 加仓+$306.16万
DFAU 加仓+$297.45万
AVUS 加仓+$279.47万
QQQM 加仓+$264.90万
VONG 加仓+$207.01万
2026Q1 卖出最多 按季末市值估算
AGG 清仓-$28.84万
BX 清仓-$24.86万
FISV 清仓-$21.49万
VYM 减仓-$9.15万
IWF 减仓-$8.19万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,197.48万 | 11.08% | 548,404 | 40,000 | 7.9% | $306.16万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,751.13万 | 9.91% | 157,863 | 11,148 | 7.6% | $264.90万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,726.68万 | 9.84% | 335,193 | 25,137 | 8.1% | $279.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,655.86万 | 9.65% | 810,253 | 65,925 | 8.9% | $297.45万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,707.53万 | 7.15% | 246,834 | 18,872 | 8.3% | $207.01万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,346.31万 | 6.20% | 564,832 | 35,117 | 6.6% | $145.88万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,260.73万 | 5.97% | 204,647 | 10,600 | 5.5% | $117.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,067.72万 | 5.46% | 243,720 | 11,423 | 4.9% | $96.91万 | 加仓 |
| GINN | GOLDMAN SACHS ETF TR | $1,709.52万 | 4.51% | 250,282 | 12,724 | 5.4% | $86.91万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,176.69万 | 3.11% | 133,472 | 9,687 | 7.8% | $85.40万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $1,116.55万 | 2.95% | 151,038 | 14,292 | 10.5% | $105.65万 | 加仓 |
| IWF | ISHARES TR | $1,114.14万 | 2.94% | 26,129 | -192 | -0.7% | -$8.19万 | 减仓 |
| SGOV | ISHARES TR | $1,095.66万 | 2.89% | 108,848 | 2,541 | 2.4% | $25.58万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $847.28万 | 2.24% | 105,148 | 3,729 | 3.7% | $30.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $819.81万 | 2.16% | 25,554 | -37 | -0.1% | -$1.19万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $718.93万 | 1.90% | 176,166 | 9,353 | 5.6% | $38.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $309.03万 | 0.82% | 106,086 | 19,774 | 22.9% | $57.60万 | 加仓 |
| USXF | ISHARES TR | $266.09万 | 0.70% | 48,204 | 5,152 | 12.0% | $28.44万 | 加仓 |
| SMIN | ISHARES TR | $247.23万 | 0.65% | 41,233 | 1,737 | 4.4% | $10.42万 | 加仓 |
| — | ISHARES TR | $222.88万 | 0.59% | 51,192 | 5,063 | 11.0% | $22.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $213.80万 | 0.56% | 3,064 | 343 | 12.6% | $23.93万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $202.46万 | 0.53% | 40,218 | -947 | -2.3% | -$4.77万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $201.76万 | 0.53% | 27,396 | 1,657 | 6.4% | $12.20万 | 加仓 |
| AAPL | APPLE INC | $191.31万 | 0.51% | 7,538 | 509 | 7.2% | $12.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $184.63万 | 0.49% | 11,167 | 11,167 | — | $184.63万 | 新建仓 |
| IEFA | ISHARES TR | $178.31万 | 0.47% | 19,696 | -407 | -2.0% | -$3.68万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $162.61万 | 0.43% | 24,427 | 1,742 | 7.7% | $11.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $143.27万 | 0.38% | 4,870 | 211 | 4.5% | $6.21万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $139.55万 | 0.37% | 9,423 | -618 | -6.2% | -$9.15万 | 减仓 |
| AMZN | AMAZON COM INC | $127.00万 | 0.34% | 6,098 | 1,080 | 21.5% | $22.49万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $121.19万 | 0.32% | 20,531 | -1,169 | -5.4% | -$6.90万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $107.71万 | 0.28% | 11,388 | 1,043 | 10.1% | $9.86万 | 加仓 |
| MO | ALTRIA GROUP INC | $100.54万 | 0.27% | 15,236 | 15,236 | — | $100.54万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $96.69万 | 0.26% | 28,557 | 2,637 | 10.2% | $8.93万 | 加仓 |
| — | EXXON MOBIL CORP | $93.93万 | 0.25% | 5,536 | 5,536 | — | $93.93万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $92.87万 | 0.25% | 12,587 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $91.78万 | 0.24% | 1,405 | 573 | 68.9% | $37.43万 | 加仓 |
| XVV | ISHARES TR | $83.02万 | 0.22% | 16,867 | 3,608 | 27.2% | $17.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $62.76万 | 0.17% | 1,695 | 375 | 28.4% | $13.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.43万 | 0.16% | 1,282 | 261 | 25.6% | $12.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $51.44万 | 0.14% | 2,622 | -173 | -6.2% | -$3.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.77万 | 0.13% | 12,807 | -1,263 | -9.0% | -$4.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.36万 | 0.13% | 826 | 362 | 78.0% | $21.63万 | 加仓 |
| META | META PLATFORMS INC | $49.09万 | 0.13% | 858 | 39 | 4.8% | $2.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $42.91万 | 0.11% | 2,461 | 323 | 15.1% | $5.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.24万 | 0.11% | 1,728 | 1,728 | — | $42.24万 | 新建仓 |
| TSLA | TESLA INC | $40.07万 | 0.11% | 1,078 | 28 | 2.7% | $1.04万 | 加仓 |
| GOOG | ALPHABET INC | $36.33万 | 0.10% | 1,267 | 143 | 12.7% | $4.10万 | 加仓 |
| EAGG | ISHARES TR | $35.82万 | 0.09% | 7,533 | 861 | 12.9% | $4.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.21万 | 0.09% | 593 | 219 | 58.6% | $12.63万 | 加仓 |
| V | VISA INC | $30.77万 | 0.08% | 1,018 | -18 | -1.7% | -$5,440 | 减仓 |
| GOOGL | ALPHABET INC | $29.23万 | 0.08% | 1,016 | 341 | 50.5% | $9.81万 | 加仓 |
| CI | THE CIGNA GROUP | $26.67万 | 0.07% | 1,000 | 4 | 0.4% | $1,067 | 加仓 |
| IBDU | ISHARES TR | $25.84万 | 0.07% | 11,110 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $25.74万 | 0.07% | 10,162 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $25.71万 | 0.07% | 10,606 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $25.63万 | 0.07% | 10,575 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $25.55万 | 0.07% | 11,698 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $25.47万 | 0.07% | 11,430 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $25.36万 | 0.07% | 11,306 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $25.27万 | 0.07% | 11,027 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $24.68万 | 0.07% | 1,986 | 1,986 | — | $24.68万 | 新建仓 |
| IEMG | ISHARES INC | $24.47万 | 0.06% | 3,508 | -345 | -9.0% | -$2.41万 | 减仓 |
| — | ISHARES TR | $22.87万 | 0.06% | 2,724 | 283 | 11.6% | $2.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $21.06万 | 0.06% | 804 | 804 | — | $21.06万 | 新建仓 |
| AOA | ISHARES TR | $20.24万 | 0.05% | 2,287 | 2,287 | — | $20.24万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.12万 | 0.05% | 4,127 | 182 | 4.6% | $8,872 | 加仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,887 | -100.0% | -$28.84万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,613 | -100.0% | -$24.86万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,199 | -100.0% | -$21.49万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -11,731 | -100.0% | -$5.63万 | 清仓 |