Gutierrez Wealth Advisory, LLC
LITTLE ROCK AR · SEC CIK 0001965923
$1.73亿2026Q2 申报市值
70持仓数
68.2%前十大占比 · 第一大 10.6%
3 / 3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
CGHM 加仓+$48.74万
VTEB 加仓+$31.88万
VOOG 加仓+$27.20万
VTHR 加仓+$25.65万
ACWI 加仓+$24.87万
2026Q2 卖出最多 按季末市值估算
MUB 减仓-$189.97万
CGMU 减仓-$113.86万
CGDV 减仓-$84.17万
VOO 减仓-$64.63万
CGGO 减仓-$61.50万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,834.88万 | 10.60% | 26,716 | -941 | -3.4% | -$64.63万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,552.44万 | 8.97% | 315,024 | -17,080 | -5.1% | -$84.17万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,483.18万 | 8.57% | 314,234 | -11,470 | -3.5% | -$54.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,455.02万 | 8.41% | 204,214 | -5,132 | -2.5% | -$36.57万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,049.02万 | 6.06% | 42,607 | -693 | -1.6% | -$17.06万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $980.17万 | 5.66% | 283,123 | -12,317 | -4.2% | -$42.64万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $971.48万 | 5.61% | 125,787 | 1,059 | 0.8% | $8.18万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $942.93万 | 5.45% | 222,757 | -14,528 | -6.1% | -$61.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $786.65万 | 4.55% | 155,527 | 6,303 | 4.2% | $31.88万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $746.07万 | 4.31% | 271,595 | -41,448 | -13.2% | -$113.86万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $625.51万 | 3.61% | 241,975 | 18,855 | 8.5% | $48.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $473.11万 | 2.73% | 79,261 | -1,739 | -2.1% | -$10.38万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $372.21万 | 2.15% | 48,718 | -5,104 | -9.5% | -$38.99万 | 减仓 |
| MUB | ISHARES TR | $365.40万 | 2.11% | 33,954 | -17,652 | -34.2% | -$189.97万 | 减仓 |
| META | META PLATFORMS INC | $237.84万 | 1.37% | 4,222 | 10 | 0.2% | $5,633 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $184.66万 | 1.07% | 35,725 | -47 | -0.1% | -$2,429 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $183.70万 | 1.06% | 22,234 | 3,292 | 17.4% | $27.20万 | 加仓 |
| ACWX | ISHARES TR | $161.18万 | 0.93% | 21,177 | 1,037 | 5.1% | $7.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $153.05万 | 0.88% | 4,137 | -852 | -17.1% | -$31.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.98万 | 0.84% | 6,127 | 26 | 0.4% | $6,152 | 加仓 |
| WMT | WALMART INC | $143.18万 | 0.83% | 12,641 | 85 | 0.7% | $9,627 | 加仓 |
| IVV | ISHARES TR | $108.70万 | 0.63% | 1,451 | 20 | 1.4% | $1.50万 | 加仓 |
| AAPL | APPLE INC | $106.71万 | 0.62% | 3,688 | 48 | 1.3% | $1.39万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $100.00万 | 0.58% | 35,027 | 272 | 0.8% | $7,766 | 加仓 |
| ACWI | ISHARES TR | $97.86万 | 0.57% | 6,234 | 1,584 | 34.1% | $24.87万 | 加仓 |
| IWB | ISHARES TR | $97.82万 | 0.57% | 2,389 | 40 | 1.7% | $1.64万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $86.65万 | 0.50% | 38,873 | 321 | 0.8% | $7,155 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $84.94万 | 0.49% | 8,384 | 46 | 0.6% | $4,660 | 加仓 |
| DE | DEERE & CO | $73.47万 | 0.42% | 1,158 | 3 | 0.3% | $1,903 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $71.91万 | 0.42% | 19,170 | 106 | 0.6% | $3,976 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.41% | 1,435 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $71.32万 | 0.41% | 27,241 | 326 | 1.2% | $8,535 | 加仓 |
| IVW | ISHARES TR | $65.02万 | 0.38% | 4,728 | 265 | 5.9% | $3.64万 | 加仓 |
| ITM | VANECK ETF TRUST | $64.63万 | 0.37% | 13,754 | 56 | 0.4% | $2,631 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $60.02万 | 0.35% | 21,960 | 221 | 1.0% | $6,040 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $57.30万 | 0.33% | 3,651 | 14 | 0.4% | $2,197 | 加仓 |
| AMGN | AMGEN INC | $54.12万 | 0.31% | 1,494 | 16 | 1.1% | $5,796 | 加仓 |
| IWO | ISHARES TR | $52.39万 | 0.30% | 1,330 | 2 | 0.2% | $788 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $51.80万 | 0.30% | 1,563 | 774 | 98.1% | $25.65万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $51.22万 | 0.30% | 6,684 | 26 | 0.4% | $1,992 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $50.68万 | 0.29% | 12,331 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $49.32万 | 0.29% | 5,770 | -53 | -0.9% | -$4,531 | 减仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $48.02万 | 0.28% | 18,958 | 79 | 0.4% | $2,001 | 加仓 |
| IWM | ISHARES TR | $48.02万 | 0.28% | 1,598 | 94 | 6.2% | $2.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $47.67万 | 0.28% | 17,209 | 103 | 0.6% | $2,853 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $46.61万 | 0.27% | 12,808 | 8 | 0.1% | $291 | 加仓 |
| OEF | ISHARES TR | $42.90万 | 0.25% | 1,173 | 3 | 0.3% | $1,097 | 加仓 |
| AVGO | BROADCOM INC | $41.29万 | 0.24% | 1,093 | -100 | -8.4% | -$3.78万 | 减仓 |
| WPC | WP CAREY INC | $40.64万 | 0.23% | 5,684 | 600 | 11.8% | $4.29万 | 加仓 |
| ITOT | ISHARES TR | $39.92万 | 0.23% | 2,430 | 6 | 0.2% | $986 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.69万 | 0.22% | 1,340 | 51 | 4.0% | $1.43万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $37.17万 | 0.21% | 9,976 | 137 | 1.4% | $5,105 | 加仓 |
| AMLP | ALPS ETF TR | $36.66万 | 0.21% | 7,070 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.17万 | 0.21% | 757 | -53 | -6.5% | -$2.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $34.90万 | 0.20% | 1,744 | 30 | 1.8% | $6,003 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.32万 | 0.19% | 3,867 | -633 | -14.1% | -$5.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.70万 | 0.18% | 3,729 | 66 | 1.8% | $5,434 | 加仓 |
| GOOG | ALPHABET INC | $30.28万 | 0.17% | 857 | -54 | -5.9% | -$1.91万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $30.09万 | 0.17% | 1,373 | 227 | 19.8% | $4.98万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $29.31万 | 0.17% | 2,984 | 37 | 1.3% | $3,634 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $29.16万 | 0.17% | 3,819 | 30 | 0.8% | $2,290 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $28.03万 | 0.16% | 8,835 | 99 | 1.1% | $3,141 | 加仓 |
| IJH | ISHARES TR | $26.46万 | 0.15% | 3,431 | 61 | 1.8% | $4,704 | 加仓 |
| IJR | ISHARES TR | $25.42万 | 0.15% | 1,714 | 87 | 5.3% | $1.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.80万 | 0.14% | 3,078 | 10 | 0.3% | $806 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $22.89万 | 0.13% | 5,692 | 5,692 | — | $22.89万 | 新建仓 |
| MSFT | MICROSOFT CORP | $21.52万 | 0.12% | 577 | -17 | -2.9% | -$6,340 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.28万 | 0.12% | 799 | -39 | -4.7% | -$9,899 | 减仓 |
| CAT | CATERPILLAR INC | $20.25万 | 0.12% | 190 | 190 | — | $20.25万 | 新建仓 |
| EEM | ISHARES TR | $20.22万 | 0.12% | 2,956 | 2,956 | — | $20.22万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,236 | -100.0% | -$28.47万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,108 | -100.0% | -$21.84万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$20.25万 | 清仓 |