Tilson Financial Group, Inc.
NEW PROVIDENCE NJ · SEC CIK 0001964820
$3.33亿2026Q1 申报市值
79持仓数
58.0%前十大占比 · 第一大 13.0%
1 / 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
VCRB 加仓+$326.47万
VCRM 加仓+$129.66万
VUG 加仓+$121.60万
DFLV 加仓+$60.04万
SPTI 加仓+$57.62万
2026Q1 卖出最多 按季末市值估算
SCHG 清仓-$40.51万
DFAW 减仓-$31.02万
DFIC 减仓-$30.99万
SCHW 减仓-$20.48万
IVV 减仓-$16.01万
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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $4,331.38万 | 13.00% | 559,754 | 42,190 | 8.2% | $326.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,162.75万 | 9.49% | 72,409 | 2,784 | 4.0% | $121.60万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,790.19万 | 8.37% | 781,347 | 16,812 | 2.2% | $60.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,197.10万 | 6.59% | 308,886 | 5,220 | 1.7% | $37.13万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $1,687.34万 | 5.06% | 331,240 | 9,060 | 2.8% | $46.15万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,134.94万 | 3.41% | 396,000 | 20,103 | 5.3% | $57.62万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,036.70万 | 3.11% | 286,777 | 8,611 | 3.1% | $31.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,036.31万 | 3.11% | 161,721 | 1,855 | 1.2% | $11.89万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $987.47万 | 2.96% | 338,407 | 16,995 | 5.3% | $49.59万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $959.50万 | 2.88% | 277,714 | 9,620 | 3.6% | $33.24万 | 加仓 |
| IVW | ISHARES TR | $920.68万 | 2.76% | 81,397 | -376 | -0.5% | -$4.25万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $919.83万 | 2.76% | 62,109 | 243 | 0.4% | $3.60万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $899.97万 | 2.70% | 179,313 | 3,034 | 1.7% | $15.23万 | 加仓 |
| MUB | ISHARES TR | $688.95万 | 2.07% | 64,903 | 240 | 0.4% | $2.55万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $649.08万 | 1.95% | 244,197 | 19,332 | 8.6% | $51.38万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $645.61万 | 1.94% | 129,252 | 4,037 | 3.2% | $20.16万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $604.31万 | 1.81% | 170,084 | -8,723 | -4.9% | -$30.99万 | 减仓 |
| — | EXXON MOBIL CORP | $602.98万 | 1.81% | 35,541 | 852 | 2.5% | $14.45万 | 加仓 |
| IVE | ISHARES TR | $571.43万 | 1.71% | 27,063 | -47 | -0.2% | -$9,924 | 减仓 |
| SPYM | SPDR SERIES TRUST | $555.32万 | 1.67% | 72,553 | 2,947 | 4.2% | $22.56万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $554.39万 | 1.66% | 73,771 | 17,253 | 30.5% | $129.66万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $535.42万 | 1.61% | 101,443 | 2,520 | 2.5% | $13.30万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $522.87万 | 1.57% | 155,292 | 5,036 | 3.4% | $16.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $520.91万 | 1.56% | 8,010 | -224 | -2.7% | -$14.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $514.04万 | 1.54% | 103,034 | -1,990 | -1.9% | -$9.93万 | 减仓 |
| IJR | ISHARES TR | $335.98万 | 1.01% | 27,027 | -316 | -1.2% | -$3.93万 | 减仓 |
| IWF | ISHARES TR | $292.40万 | 0.88% | 6,857 | 3 | 0.0% | $1,279 | 加仓 |
| SHM | SPDR SERIES TRUST | $268.78万 | 0.81% | 56,194 | 86 | 0.2% | $4,113 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $232.81万 | 0.70% | 50,999 | -174 | -0.3% | -$7,943 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $225.00万 | 0.68% | 22,871 | -27 | -0.1% | -$2,656 | 减仓 |
| AAPL | APPLE INC | $225.00万 | 0.68% | 8,866 | 1,261 | 16.6% | $32.00万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $120.16万 | 0.36% | 15,583 | -55 | -0.4% | -$4,241 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $117.58万 | 0.35% | 14,525 | 7 | 0.0% | $567 | 加仓 |
| SPYG | SPDR SERIES TRUST | $114.00万 | 0.34% | 11,643 | -111 | -0.9% | -$1.09万 | 减仓 |
| TFI | SPDR SERIES TRUST | $110.19万 | 0.33% | 24,302 | 833 | 3.5% | $3.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.94万 | 0.31% | 3,567 | 3 | 0.1% | $883 | 加仓 |
| MSFT | MICROSOFT CORP | $104.02万 | 0.31% | 2,810 | 3 | 0.1% | $1,110 | 加仓 |
| SCZ | ISHARES TR | $100.08万 | 0.30% | 12,764 | -250 | -1.9% | -$1.96万 | 减仓 |
| IVV | ISHARES TR | $82.07万 | 0.25% | 1,256 | -245 | -16.3% | -$16.01万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $79.90万 | 0.24% | 14,783 | -783 | -5.0% | -$4.23万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $79.28万 | 0.24% | 29,615 | 197 | 0.7% | $5,274 | 加仓 |
| MCD | MCDONALDS CORP | $76.59万 | 0.23% | 2,464 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $76.00万 | 0.23% | 29,665 | 102 | 0.3% | $2,613 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $71.14万 | 0.21% | 2,868 | -245 | -7.9% | -$6.08万 | 减仓 |
| GOOGL | ALPHABET INC | $68.74万 | 0.21% | 2,390 | 2 | 0.1% | $575 | 加仓 |
| VTV | VANGUARD INDEX FDS | $66.58万 | 0.20% | 3,394 | 4 | 0.1% | $785 | 加仓 |
| SPSM | SPDR SERIES TRUST | $62.88万 | 0.19% | 13,014 | 24 | 0.2% | $1,160 | 加仓 |
| EFA | ISHARES TR | $61.20万 | 0.18% | 6,300 | -99 | -1.5% | -$9,617 | 减仓 |
| SUB | ISHARES TR | $59.64万 | 0.18% | 5,600 | -112 | -2.0% | -$1.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.18万 | 0.18% | 1,845 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $58.98万 | 0.18% | 11,652 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $58.27万 | 0.17% | 5,870 | -927 | -13.6% | -$9.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $56.59万 | 0.17% | 11,608 | 78 | 0.7% | $3,803 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.40万 | 0.15% | 10,238 | 46 | 0.5% | $2,309 | 加仓 |
| ORCL | ORACLE CORP | $50.53万 | 0.15% | 3,435 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $49.68万 | 0.15% | 2,325 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $46.77万 | 0.14% | 6,338 | -4,204 | -39.9% | -$31.02万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $45.17万 | 0.14% | 7,984 | -131 | -1.6% | -$7,412 | 减仓 |
| IYW | ISHARES TR | $42.42万 | 0.13% | 2,338 | -190 | -7.5% | -$3.45万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $40.11万 | 0.12% | 8,058 | 8,058 | — | $40.11万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.12万 | 0.12% | 6,450 | 101 | 1.6% | $6,125 | 加仓 |
| DHS | WISDOMTREE TR | $39.01万 | 0.12% | 3,572 | 21 | 0.6% | $2,294 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.94万 | 0.11% | 1,552 | -7 | -0.4% | -$1,711 | 减仓 |
| MRK | MERCK & CO INC | $35.26万 | 0.11% | 2,931 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $33.96万 | 0.10% | 1,947 | -49 | -2.5% | -$8,546 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $32.19万 | 0.10% | 7,032 | 21 | 0.3% | $961 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.49万 | 0.09% | 1,844 | 41 | 2.3% | $6,779 | 加仓 |
| IDCC | INTERDIGITAL INC | $30.43万 | 0.09% | 1,008 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $29.90万 | 0.09% | 1,873 | 2 | 0.1% | $319 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $28.97万 | 0.09% | 3,083 | -2,179 | -41.4% | -$20.48万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.42万 | 0.09% | 1,807 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $26.31万 | 0.08% | 5,535 | 22 | 0.4% | $1,046 | 加仓 |
| DSI | ISHARES TR | $24.21万 | 0.07% | 1,998 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.64万 | 0.07% | 410 | 1 | 0.2% | $577 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $23.36万 | 0.07% | 4,980 | -415 | -7.7% | -$1.95万 | 减仓 |
| META | META PLATFORMS INC | $22.36万 | 0.07% | 391 | 11 | 2.9% | $6,289 | 加仓 |
| PG | PROCTER & GAMBLE CO | $21.81万 | 0.07% | 1,510 | 9 | 0.6% | $1,300 | 加仓 |
| IWD | ISHARES TR | $21.76万 | 0.07% | 1,018 | 1 | 0.1% | $214 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,420 | -100.0% | -$40.51万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -14,701 | -100.0% | -$10.19万 | 清仓 |