BCU Wealth Advisors, LLC
Vernon Hills IL · SEC CIK 0002003570
$2.68亿2026Q1 申报市值
60持仓数
82.9%前十大占比 · 第一大 44.3%
3 / 4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
DIMENSIONAL ETF 加仓+$594.00万
GOVT 加仓+$161.13万
EFG 加仓+$159.11万
IVV 加仓+$128.94万
BLCR 新建仓+$110.35万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$278.66万
IAU 减仓-$83.05万
ITA 清仓-$58.46万
DYNF 减仓-$46.67万
DFEM 减仓-$39.81万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.19亿 | 44.31% | 3,058,573 | 152,857 | 5.3% | $594.00万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,812.59万 | 14.21% | 1,073,062 | -10,557 | -1.0% | -$37.51万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,790.67万 | 6.68% | 373,992 | 13,856 | 3.8% | $66.34万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,198.57万 | 4.47% | 346,910 | -11,522 | -3.2% | -$39.81万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,118.92万 | 4.17% | 265,022 | 11,886 | 4.7% | $50.18万 | 加仓 |
| IUSB | ISHARES TR | $589.47万 | 2.20% | 127,618 | 6,686 | 5.5% | $30.88万 | 加仓 |
| IVV | ISHARES TR | $558.20万 | 2.08% | 8,546 | 1,974 | 30.0% | $128.94万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $483.95万 | 1.80% | 116,000 | 3,097 | 2.7% | $12.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $402.14万 | 1.50% | 170,039 | -2,267 | -1.3% | -$5.36万 | 减仓 |
| IVE | ISHARES TR | $387.51万 | 1.44% | 18,353 | -1,069 | -5.5% | -$22.57万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $341.01万 | 1.27% | 58,612 | -8,022 | -12.0% | -$46.67万 | 减仓 |
| IVW | ISHARES TR | $339.39万 | 1.27% | 30,005 | 1,482 | 5.2% | $16.76万 | 加仓 |
| IEMG | ISHARES INC | $306.02万 | 1.14% | 43,874 | -3,199 | -6.8% | -$22.31万 | 减仓 |
| EFV | ISHARES TR | $292.50万 | 1.09% | 39,341 | -379 | -1.0% | -$2.82万 | 减仓 |
| TLH | ISHARES TR | $197.76万 | 0.74% | 19,634 | 341 | 1.8% | $3.43万 | 加仓 |
| MBB | ISHARES TR | $195.03万 | 0.73% | 20,540 | 930 | 4.7% | $8.83万 | 加仓 |
| EFG | ISHARES TR | $188.92万 | 0.70% | 16,963 | 14,286 | 533.7% | $159.11万 | 加仓 |
| QUAL | ISHARES TR | $182.98万 | 0.68% | 9,540 | 340 | 3.7% | $6.52万 | 加仓 |
| GOVT | ISHARES TR | $182.95万 | 0.68% | 79,857 | 70,330 | 738.2% | $161.13万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $153.64万 | 0.57% | 46,628 | 3,228 | 7.4% | $10.64万 | 加仓 |
| MTUM | ISHARES TR | $152.17万 | 0.57% | 6,341 | 346 | 5.8% | $8.30万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $140.77万 | 0.52% | 38,866 | 2,007 | 5.4% | $7.27万 | 加仓 |
| IAGG | ISHARES TR | $118.16万 | 0.44% | 23,614 | 1,270 | 5.7% | $6.36万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $113.19万 | 0.42% | 21,797 | -4,332 | -16.6% | -$22.50万 | 减仓 |
| ABBV | ABBVIE INC | $110.69万 | 0.41% | 5,089 | 28 | 0.6% | $6,090 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $110.35万 | 0.41% | 26,875 | 26,875 | — | $110.35万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $103.02万 | 0.38% | 31,484 | 31,484 | — | $103.02万 | 新建仓 |
| — | EXXON MOBIL CORP | $73.46万 | 0.27% | 4,330 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $66.47万 | 0.25% | 2,812 | 5 | 0.2% | $1,182 | 加仓 |
| KO | COCA COLA CO | $65.89万 | 0.25% | 8,665 | -381 | -4.2% | -$2.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $65.47万 | 0.24% | 1,134 | 1 | 0.1% | $577 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $65.11万 | 0.24% | 3,027 | 7 | 0.2% | $1,506 | 加仓 |
| GE | GE AEROSPACE | $59.74万 | 0.22% | 2,105 | 2 | 0.1% | $568 | 加仓 |
| CVS | CVS HEALTH CORP | $55.49万 | 0.21% | 7,726 | 30 | 0.4% | $2,155 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.41万 | 0.20% | 1,634 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $51.10万 | 0.19% | 7,281 | -51 | -0.7% | -$3,579 | 减仓 |
| NVDA | NVIDIA CORPORATION | $49.36万 | 0.18% | 2,830 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $48.76万 | 0.18% | 4,749 | 20 | 0.4% | $2,053 | 加仓 |
| ESGU | ISHARES TR | $46.28万 | 0.17% | 3,272 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.43万 | 0.17% | 520 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $42.23万 | 0.16% | 4,790 | -9,420 | -66.3% | -$83.05万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.64万 | 0.15% | 5,405 | 16 | 0.3% | $1,203 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $37.30万 | 0.14% | 5,065 | 32 | 0.6% | $2,356 | 加仓 |
| WMT | WALMART INC | $37.01万 | 0.14% | 2,978 | 4 | 0.1% | $497 | 加仓 |
| BX | BLACKSTONE INC | $36.80万 | 0.14% | 3,200 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $35.52万 | 0.13% | 21,145 | 11 | 0.1% | $185 | 加仓 |
| IWY | ISHARES TR | $34.87万 | 0.13% | 1,401 | -39 | -2.7% | -$9,708 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $34.31万 | 0.13% | 5,928 | 12 | 0.2% | $695 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.22万 | 0.13% | 2,070 | 6 | 0.3% | $992 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.96万 | 0.12% | 1,308 | 5 | 0.4% | $1,222 | 加仓 |
| MUB | ISHARES TR | $30.47万 | 0.11% | 2,871 | 2,871 | — | $30.47万 | 新建仓 |
| GOOG | ALPHABET INC | $30.43万 | 0.11% | 1,061 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $26.78万 | 0.10% | 2,630 | -160 | -5.7% | -$1.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $26.28万 | 0.10% | 710 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $25.35万 | 0.09% | 1,217 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.81万 | 0.09% | 844 | 4 | 0.5% | $1,176 | 加仓 |
| EME | EMCOR GROUP INC | $24.54万 | 0.09% | 332 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $24.11万 | 0.09% | 950 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.90万 | 0.09% | 1,799 | 3 | 0.2% | $399 | 加仓 |
| EFAV | ISHARES TR | $21.27万 | 0.08% | 2,328 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -8,125 | -100.0% | -$278.66万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -2,723 | -100.0% | -$58.46万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,894 | -100.0% | -$37.49万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,238 | -100.0% | -$24.13万 | 清仓 |