Tilson Financial Group, Inc.
NEW PROVIDENCE NJ · SEC CIK 0001964820
$3.64亿2026Q2 申报市值
86持仓数
59.3%前十大占比 · 第一大 12.4%
5 / 1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
VUG 加仓+$202.33万
VCRB 加仓+$199.12万
VCRM 加仓+$105.51万
MU 新建仓+$50.42万
SPTI 加仓+$49.02万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$602.98万
LRCX 减仓-$16.68万
VTEB 减仓-$14.51万
DFIC 减仓-$12.30万
RLY 减仓-$7.03万
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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $4,522.25万 | 12.44% | 585,536 | 25,782 | 4.6% | $199.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,944.71万 | 10.85% | 457,942 | 23,488 | 5.4% | $202.33万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,117.83万 | 8.57% | 788,526 | 7,179 | 0.9% | $28.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,591.95万 | 7.13% | 314,786 | 5,900 | 1.9% | $48.58万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $1,723.65万 | 4.74% | 338,935 | 7,695 | 2.3% | $39.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,192.57万 | 3.28% | 167,379 | 5,658 | 3.5% | $40.31万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,173.26万 | 3.23% | 413,267 | 17,267 | 4.4% | $49.02万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,158.93万 | 3.19% | 285,169 | 7,455 | 2.7% | $30.30万 | 加仓 |
| IVW | ISHARES TR | $1,117.92万 | 3.07% | 81,285 | -112 | -0.1% | -$1.54万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,008.55万 | 2.77% | 347,656 | 9,249 | 2.7% | $26.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $985.33万 | 2.71% | 62,351 | 242 | 0.4% | $3.82万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $982.64万 | 2.70% | 284,741 | -2,036 | -0.7% | -$7.03万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $908.06万 | 2.50% | 180,493 | 1,180 | 0.7% | $5.94万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $743.50万 | 2.04% | 256,643 | 12,446 | 5.1% | $36.06万 | 加仓 |
| MUB | ISHARES TR | $699.83万 | 1.92% | 65,028 | 125 | 0.2% | $1.35万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $670.58万 | 1.84% | 76,306 | 3,753 | 5.2% | $32.98万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $669.12万 | 1.84% | 87,581 | 13,810 | 18.7% | $105.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $665.41万 | 1.83% | 132,472 | 3,220 | 2.5% | $16.17万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $621.43万 | 1.71% | 166,782 | -3,302 | -1.9% | -$12.30万 | 减仓 |
| IVE | ISHARES TR | $615.35万 | 1.69% | 27,101 | 38 | 0.1% | $8,628 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $609.16万 | 1.68% | 8,157 | 147 | 1.8% | $10.98万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $573.68万 | 1.58% | 106,198 | 4,755 | 4.7% | $25.69万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $572.36万 | 1.57% | 163,392 | 8,100 | 5.2% | $28.37万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $506.64万 | 1.39% | 100,166 | -2,868 | -2.8% | -$14.51万 | 减仓 |
| IJR | ISHARES TR | $398.68万 | 1.10% | 26,881 | -146 | -0.5% | -$2.17万 | 减仓 |
| IWF | ISHARES TR | $340.72万 | 0.94% | 27,440 | 12 | 0.0% | $1,490 | 加仓 |
| SHM | SPDR SERIES TRUST | $267.38万 | 0.74% | 55,746 | -448 | -0.8% | -$2.15万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $257.79万 | 0.71% | 51,159 | 160 | 0.3% | $8,062 | 加仓 |
| AAPL | APPLE INC | $252.33万 | 0.69% | 8,720 | -146 | -1.6% | -$4.22万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $247.48万 | 0.68% | 23,021 | 150 | 0.7% | $1.61万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $138.39万 | 0.38% | 11,631 | -12 | -0.1% | -$1,428 | 减仓 |
| VXUS | VANGUARD STAR FDS | $133.61万 | 0.37% | 15,628 | 45 | 0.3% | $3,847 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $121.55万 | 0.33% | 14,977 | 452 | 3.1% | $3.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.87万 | 0.32% | 3,570 | 3 | 0.1% | $982 | 加仓 |
| TFI | SPDR SERIES TRUST | $115.60万 | 0.32% | 25,239 | 937 | 3.9% | $4.29万 | 加仓 |
| SCZ | ISHARES TR | $103.11万 | 0.28% | 12,534 | -230 | -1.8% | -$1.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $102.59万 | 0.28% | 2,750 | -60 | -2.1% | -$2.24万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $99.68万 | 0.27% | 29,810 | 195 | 0.7% | $6,521 | 加仓 |
| IVV | ISHARES TR | $94.70万 | 0.26% | 1,265 | 9 | 0.7% | $6,738 | 加仓 |
| GOOGL | ALPHABET INC | $88.25万 | 0.24% | 2,470 | 80 | 3.3% | $2.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $87.21万 | 0.24% | 14,611 | -172 | -1.2% | -$1.03万 | 减仓 |
| IWM | ISHARES TR | $86.38万 | 0.24% | 2,875 | 7 | 0.2% | $2,103 | 加仓 |
| LRCX | LAM RESEARCH CORP | $84.07万 | 0.23% | 1,940 | -385 | -16.6% | -$16.68万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $76.11万 | 0.21% | 29,824 | 159 | 0.5% | $4,058 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $74.10万 | 0.20% | 12,850 | -164 | -1.3% | -$9,458 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.39万 | 0.20% | 3,367 | -27 | -0.8% | -$5,885 | 减仓 |
| MCD | MCDONALDS CORP | $68.79万 | 0.19% | 2,545 | 81 | 3.3% | $2.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $68.64万 | 0.19% | 1,855 | 10 | 0.5% | $3,700 | 加仓 |
| BAC | BANK OF AMER CORP | $66.43万 | 0.18% | 11,658 | 50 | 0.4% | $2,849 | 加仓 |
| EFA | ISHARES TR | $66.17万 | 0.18% | 6,370 | 70 | 1.1% | $7,272 | 加仓 |
| SUB | ISHARES TR | $59.96万 | 0.16% | 5,632 | 32 | 0.6% | $3,407 | 加仓 |
| IYW | ISHARES TR | $58.98万 | 0.16% | 2,338 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $58.93万 | 0.16% | 11,652 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $58.12万 | 0.16% | 5,872 | 2 | 0.0% | $198 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $56.04万 | 0.15% | 6,768 | 430 | 6.8% | $3.56万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $50.42万 | 0.14% | 437 | 437 | — | $50.42万 | 新建仓 |
| ORCL | ORACLE CORP | $50.34万 | 0.14% | 3,435 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $48.64万 | 0.13% | 8,002 | 18 | 0.2% | $1,094 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.62万 | 0.13% | 10,775 | 537 | 5.2% | $2.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $45.06万 | 0.12% | 2,252 | 305 | 15.7% | $6.10万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $44.25万 | 0.12% | 4,000 | 4,000 | — | $44.25万 | 新建仓 |
| DHS | WISDOMTREE TR | $40.94万 | 0.11% | 3,602 | 30 | 0.8% | $3,410 | 加仓 |
| — | BLACKROCK ETF TRUST II | $40.59万 | 0.11% | 8,156 | 98 | 1.2% | $4,877 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.51万 | 0.11% | 1,556 | 4 | 0.3% | $1,016 | 加仓 |
| MRK | MERCK & CO INC | $38.81万 | 0.11% | 3,020 | 89 | 3.0% | $1.14万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $35.59万 | 0.10% | 1,967 | 123 | 6.7% | $2.23万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.81万 | 0.09% | 5,868 | -582 | -9.0% | -$3.35万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $32.15万 | 0.09% | 6,467 | -565 | -8.0% | -$2.81万 | 减仓 |
| IWC | ISHARES TR | $31.91万 | 0.09% | 1,595 | -278 | -14.8% | -$5.56万 | 减仓 |
| AVGO | BROADCOM INC | $31.32万 | 0.09% | 829 | 235 | 39.6% | $8.88万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $30.16万 | 0.08% | 410 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $29.90万 | 0.08% | 5,535 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $28.53万 | 0.08% | 1,008 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $28.45万 | 0.08% | 1,998 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.45万 | 0.08% | 3,083 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $27.35万 | 0.08% | 1,807 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $26.05万 | 0.07% | 5,032 | 52 | 1.0% | $2,692 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.96万 | 0.07% | 5,501 | 5,501 | — | $25.96万 | 新建仓 |
| IWD | ISHARES TR | $24.70万 | 0.07% | 1,019 | 1 | 0.1% | $242 | 加仓 |
| META | META PLATFORMS INC | $23.11万 | 0.06% | 410 | 19 | 4.9% | $1.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $22.97万 | 0.06% | 335 | -4 | -1.2% | -$2,743 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $22.29万 | 0.06% | 1,520 | 10 | 0.7% | $1,467 | 加仓 |
| EEM | ISHARES TR | $21.19万 | 0.06% | 3,098 | 3,098 | — | $21.19万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.52万 | 0.06% | 2,484 | 2,484 | — | $20.52万 | 新建仓 |
| RGEN | REPLIGEN CORP | $20.47万 | 0.06% | 1,500 | 0 | 0.0% | — | 重新持有 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -35,541 | -100.0% | -$602.98万 | 清仓 |