Gutierrez Wealth Advisory, LLC
LITTLE ROCK AR · SEC CIK 0001965923
$1.61亿2026Q1 申报市值
70持仓数
67.3%前十大占比 · 第一大 10.3%
10 / 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
CGMU 加仓+$81.14万
DFAU 加仓+$68.45万
VTEB 加仓+$65.69万
VTI 加仓+$44.50万
CGGO 加仓+$35.03万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$63.56万
VOO 减仓-$34.84万
GOOGL 清仓-$27.43万
TCAF 减仓-$19.00万
VEA 减仓-$18.62万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,652.66万 | 10.27% | 27,657 | -583 | -2.1% | -$34.84万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,412.77万 | 8.78% | 332,104 | 7,187 | 2.2% | $30.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,341.49万 | 8.33% | 209,346 | -2,905 | -1.4% | -$18.62万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,309.00万 | 8.13% | 325,704 | 6,450 | 2.0% | $25.92万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $965.14万 | 6.00% | 124,728 | 2,970 | 2.4% | $22.98万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $891.12万 | 5.54% | 43,300 | -292 | -0.7% | -$6.01万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $871.25万 | 5.41% | 295,440 | 350 | 0.1% | $1.03万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $849.91万 | 5.28% | 313,043 | 29,886 | 10.6% | $81.14万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $791.82万 | 4.92% | 237,285 | 10,496 | 4.6% | $35.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $744.48万 | 4.63% | 149,224 | 13,167 | 9.7% | $65.69万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $564.94万 | 3.51% | 223,120 | 3,205 | 1.5% | $8.12万 | 加仓 |
| MUB | ISHARES TR | $547.80万 | 3.40% | 51,606 | 1,234 | 2.4% | $13.10万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $437.80万 | 2.72% | 81,000 | -724 | -0.9% | -$3.91万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $404.47万 | 2.51% | 53,822 | -1,015 | -1.9% | -$7.63万 | 减仓 |
| META | META PLATFORMS INC | $240.95万 | 1.50% | 4,212 | -47 | -1.1% | -$2.69万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $161.40万 | 1.00% | 35,772 | 15,171 | 73.6% | $68.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $160.05万 | 0.99% | 4,989 | 1,387 | 38.5% | $44.50万 | 加仓 |
| WMT | WALMART INC | $156.05万 | 0.97% | 12,556 | -5,114 | -28.9% | -$63.56万 | 减仓 |
| ACWX | ISHARES TR | $137.90万 | 0.86% | 20,140 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.21万 | 0.82% | 6,101 | 24 | 0.4% | $5,162 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $128.70万 | 0.80% | 3,157 | 460 | 17.1% | $18.75万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $93.59万 | 0.58% | 34,755 | 122 | 0.4% | $3,285 | 加仓 |
| IVV | ISHARES TR | $93.46万 | 0.58% | 1,431 | 23 | 1.6% | $1.50万 | 加仓 |
| AAPL | APPLE INC | $92.39万 | 0.57% | 3,640 | -558 | -13.3% | -$14.16万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $86.13万 | 0.54% | 38,552 | 10,073 | 35.4% | $22.50万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $84.33万 | 0.52% | 8,338 | 31 | 0.4% | $3,135 | 加仓 |
| IWB | ISHARES TR | $83.76万 | 0.52% | 2,349 | 6 | 0.3% | $2,139 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $70.68万 | 0.44% | 26,915 | 7,120 | 36.0% | $18.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.77万 | 0.43% | 1,435 | -280 | -16.3% | -$13.42万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $68.44万 | 0.43% | 19,064 | 3,130 | 19.6% | $11.24万 | 加仓 |
| DE | DEERE & CO | $65.06万 | 0.40% | 1,155 | 10 | 0.9% | $5,633 | 加仓 |
| ACWI | ISHARES TR | $64.34万 | 0.40% | 4,650 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $63.60万 | 0.40% | 13,698 | -136 | -1.0% | -$6,315 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $59.20万 | 0.37% | 21,739 | 2,687 | 14.1% | $7.32万 | 加仓 |
| AMGN | AMGEN INC | $52.01万 | 0.32% | 1,478 | 49 | 3.4% | $1.72万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $50.79万 | 0.32% | 6,658 | 1,908 | 40.2% | $14.56万 | 加仓 |
| IVW | ISHARES TR | $50.48万 | 0.31% | 4,463 | -114 | -2.5% | -$1.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.30万 | 0.31% | 3,637 | 1,157 | 46.7% | $16.00万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $47.30万 | 0.29% | 18,879 | 3,766 | 24.9% | $9.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $44.90万 | 0.28% | 5,823 | 19 | 0.3% | $1,465 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $43.88万 | 0.27% | 12,331 | -5,339 | -30.2% | -$19.00万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $42.38万 | 0.26% | 12,800 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $42.34万 | 0.26% | 17,106 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $41.68万 | 0.26% | 1,328 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $37.30万 | 0.23% | 1,504 | 2 | 0.1% | $496 | 加仓 |
| OEF | ISHARES TR | $37.22万 | 0.23% | 1,170 | 3 | 0.3% | $954 | 加仓 |
| AMLP | ALPS ETF TR | $37.22万 | 0.23% | 7,070 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $36.95万 | 0.23% | 1,193 | -109 | -8.4% | -$3.38万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $34.96万 | 0.22% | 9,839 | 9,839 | — | $34.96万 | 新建仓 |
| WPC | WP CAREY INC | $34.55万 | 0.21% | 5,084 | -522 | -9.3% | -$3.55万 | 减仓 |
| ITOT | ISHARES TR | $34.52万 | 0.21% | 2,424 | 6 | 0.2% | $854 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.76万 | 0.20% | 750 | 277 | 58.6% | $12.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.23万 | 0.19% | 1,289 | -13 | -1.0% | -$3,150 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.88万 | 0.19% | 1,714 | -108 | -5.9% | -$1.88万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $28.89万 | 0.18% | 3,789 | 879 | 30.2% | $6.70万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $28.47万 | 0.18% | 6,236 | 6,236 | — | $28.47万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $27.77万 | 0.17% | 2,947 | 2,947 | — | $27.77万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $27.66万 | 0.17% | 8,736 | 8,736 | — | $27.66万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.39万 | 0.17% | 810 | -61 | -7.0% | -$2.06万 | 减仓 |
| GOOG | ALPHABET INC | $26.15万 | 0.16% | 911 | -150 | -14.1% | -$4.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.05万 | 0.16% | 3,663 | 3,663 | — | $26.05万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $23.36万 | 0.15% | 1,146 | 5 | 0.4% | $1,019 | 加仓 |
| IJH | ISHARES TR | $22.76万 | 0.14% | 3,370 | 8 | 0.2% | $540 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $22.69万 | 0.14% | 789 | 789 | — | $22.69万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.03万 | 0.14% | 767 | 3 | 0.4% | $862 | 加仓 |
| MSFT | MICROSOFT CORP | $22.00万 | 0.14% | 594 | -286 | -32.5% | -$10.59万 | 减仓 |
| AZN | ASTRAZENECA PLC | $21.84万 | 0.14% | 1,108 | 1,108 | — | $21.84万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.48万 | 0.13% | 838 | 838 | — | $20.48万 | 新建仓 |
| FDX | FEDEX CORP | $20.25万 | 0.13% | 569 | 569 | — | $20.25万 | 新建仓 |
| IJR | ISHARES TR | $20.23万 | 0.13% | 1,627 | 1,627 | — | $20.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -876 | -100.0% | -$27.43万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.31万 | 清仓 |