BCU Wealth Advisors, LLC
Vernon Hills IL · SEC CIK 0002003570
$3.01亿2026Q2 申报市值
63持仓数
84.2%前十大占比 · 第一大 44.7%
5 / 2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
IVV 加仓+$388.01万
IUSB 加仓+$208.72万
DFIC 加仓+$190.78万
DFSD 加仓+$145.50万
IALT 新建仓+$130.80万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$161.99万
EFV 减仓-$147.50万
IEMG 减仓-$121.93万
IAGG 清仓-$118.16万
DIMENSIONAL ETF 减仓-$113.28万
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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -23,614 | -100.0% | -$118.16万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,328 | -100.0% | -$21.27万 | 清仓 |
| SYSB | ISHARES TR | $20.25万 | 0.07% | 2,283 | 2,283 | — | $20.25万 | 新建仓 |
| MSFT | MICROSOFT CORP | $23.56万 | 0.08% | 632 | -78 | -11.0% | -$2.91万 | 减仓 |
| ICVT | ISHARES TR | $25.84万 | 0.09% | 2,123 | -507 | -19.3% | -$6.17万 | 减仓 |
| EME | EMCOR GROUP INC | $27.60万 | 0.09% | 333 | 1 | 0.3% | $829 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $30.77万 | 0.10% | 5,136 | -792 | -13.4% | -$4.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $30.77万 | 0.10% | 940 | 96 | 11.4% | $3.14万 | 加仓 |
| AMZN | AMAZON COM INC | $30.82万 | 0.10% | 1,293 | 76 | 6.2% | $1.81万 | 加仓 |
| AAPL | APPLE INC | $31.43万 | 0.10% | 1,086 | 136 | 14.3% | $3.94万 | 加仓 |
| WMT | WALMART INC | $33.65万 | 0.11% | 2,971 | -7 | -0.2% | -$793 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.69万 | 0.11% | 1,326 | 18 | 1.4% | $4,573 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $34.31万 | 0.11% | 1,801 | 2 | 0.1% | $381 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $36.22万 | 0.12% | 4,020 | -1,385 | -25.6% | -$12.48万 | 减仓 |
| BX | BLACKSTONE INC | $36.42万 | 0.12% | 3,095 | -105 | -3.3% | -$1.24万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $37.56万 | 0.12% | 5,116 | 51 | 1.0% | $3,744 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $37.78万 | 0.13% | 2,088 | 18 | 0.9% | $3,257 | 加仓 |
| IAU | ISHARES GOLD TR | $37.85万 | 0.13% | 5,013 | 223 | 4.7% | $1.68万 | 加仓 |
| ESGU | ISHARES TR | $38.06万 | 0.13% | 2,326 | -946 | -28.9% | -$15.48万 | 减仓 |
| INTC | INTEL CORP | $38.47万 | 0.13% | 2,755 | 2,755 | — | $38.47万 | 新建仓 |
| GOOG | ALPHABET INC | $38.65万 | 0.13% | 1,094 | 33 | 3.1% | $1.17万 | 加仓 |
| DGRO | ISHARES TR | $40.00万 | 0.13% | 5,278 | -2,003 | -27.5% | -$15.18万 | 减仓 |
| IWY | ISHARES TR | $40.77万 | 0.14% | 1,403 | 2 | 0.1% | $581 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $41.58万 | 0.14% | 7,944 | -13,853 | -63.6% | -$72.50万 | 减仓 |
| MUB | ISHARES TR | $42.42万 | 0.14% | 3,942 | 1,071 | 37.3% | $11.53万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $43.32万 | 0.14% | 4,775 | 26 | 0.5% | $2,359 | 加仓 |
| BAX | BAXTER INTL INC | $45.11万 | 0.15% | 21,156 | 11 | 0.1% | $235 | 加仓 |
| QUAL | ISHARES TR | $47.35万 | 0.16% | 2,158 | -7,382 | -77.4% | -$161.99万 | 减仓 |
| — | EXXON MOBIL CORP | $59.56万 | 0.20% | 4,356 | 26 | 0.6% | $3,555 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.57万 | 0.20% | 1,637 | 3 | 0.2% | $1,110 | 加仓 |
| NVDA | NVIDIA CORPORATION | $61.01万 | 0.20% | 3,049 | 219 | 7.7% | $4.38万 | 加仓 |
| MGC | VANGUARD WORLD FD | $62.00万 | 0.21% | 2,266 | -546 | -19.4% | -$14.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.64万 | 0.21% | 2,647 | -380 | -12.6% | -$8.99万 | 减仓 |
| GEV | GE VERNOVA INC | $68.70万 | 0.23% | 585 | 65 | 12.5% | $7.63万 | 加仓 |
| KO | COCA COLA CO | $70.94万 | 0.24% | 8,729 | 64 | 0.7% | $5,201 | 加仓 |
| QQQ | INVESCO QQQ TR | $79.85万 | 0.27% | 1,084 | -50 | -4.4% | -$3.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $80.21万 | 0.27% | 7,753 | 27 | 0.3% | $2,793 | 加仓 |
| GE | GE AEROSPACE | $89.02万 | 0.30% | 2,382 | 277 | 13.2% | $10.35万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $105.90万 | 0.35% | 33,321 | 1,837 | 5.8% | $5.84万 | 加仓 |
| IGOV | ISHARES TR | $111.31万 | 0.37% | 27,129 | 27,129 | — | $111.31万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $116.47万 | 0.39% | 27,017 | -11,849 | -30.5% | -$51.08万 | 减仓 |
| — | BLACKROCK ETF TRUST | $117.67万 | 0.39% | 32,071 | 32,071 | — | $117.67万 | 新建仓 |
| ABBV | ABBVIE INC | $129.20万 | 0.43% | 5,134 | 45 | 0.9% | $1.13万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $130.80万 | 0.43% | 46,630 | 46,630 | — | $130.80万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $142.93万 | 0.47% | 28,375 | 1,500 | 5.6% | $7.56万 | 加仓 |
| EFV | ISHARES TR | $153.66万 | 0.51% | 20,073 | -19,268 | -49.0% | -$147.50万 | 减仓 |
| TLH | ISHARES TR | $163.95万 | 0.54% | 16,338 | -3,296 | -16.8% | -$33.08万 | 减仓 |
| MTUM | ISHARES TR | $168.78万 | 0.56% | 4,923 | -1,418 | -22.4% | -$48.62万 | 减仓 |
| GOVT | ISHARES TR | $192.88万 | 0.64% | 84,671 | 4,814 | 6.0% | $10.97万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $196.67万 | 0.65% | 37,305 | -9,323 | -20.0% | -$49.15万 | 减仓 |
| MBB | ISHARES TR | $200.99万 | 0.67% | 21,265 | 725 | 3.5% | $6.85万 | 加仓 |
| EFG | ISHARES TR | $222.58万 | 0.74% | 17,889 | 926 | 5.5% | $11.52万 | 加仓 |
| IEMG | ISHARES INC | $241.53万 | 0.80% | 29,156 | -14,718 | -33.5% | -$121.93万 | 减仓 |
| IVE | ISHARES TR | $349.20万 | 1.16% | 15,379 | -2,974 | -16.2% | -$67.53万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $407.55万 | 1.35% | 59,925 | 1,313 | 2.2% | $8.93万 | 加仓 |
| IVW | ISHARES TR | $422.66万 | 1.40% | 30,732 | 727 | 2.4% | $10.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $464.08万 | 1.54% | 177,401 | 7,362 | 4.3% | $19.26万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $526.56万 | 1.75% | 127,636 | 11,636 | 10.0% | $48.00万 | 加仓 |
| IUSB | ISHARES TR | $797.68万 | 2.65% | 172,845 | 45,227 | 35.4% | $208.72万 | 加仓 |
| IVV | ISHARES TR | $1,028.03万 | 3.41% | 13,727 | 5,181 | 60.6% | $388.01万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,205.76万 | 4.00% | 285,657 | 20,635 | 7.8% | $87.10万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,317.17万 | 4.37% | 324,106 | -22,804 | -6.6% | -$92.68万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,931.31万 | 6.41% | 404,463 | 30,471 | 8.1% | $145.50万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,189.01万 | 13.91% | 1,124,264 | 51,202 | 4.8% | $190.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.35亿 | 44.69% | 3,033,037 | -25,536 | -0.8% | -$113.28万 | 减仓 |