13F 机构持仓

Savvy Advisors, Inc.

NEW YORK NY · SEC CIK 0002003633

2026Q22026Q1 更早 9 个季度 🔒
$37.45亿2026Q1 申报市值
1,141持仓数
28.3%前十大占比 · 第一大 6.4%
181 / 67新建仓 / 清仓
申报市值走势$47.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.4%
IUSB 4.1%
NVDA 3.6%
IVLU 2.4%
SCHG 2.2%
IVV 2.2%
JQUA 2.2%
AAPL 2.1%
AGG 1.8%
EFG 1.4%

2026Q1 买入最多 按季末市值估算

VOO 加仓+$4,305.65万
AVUV 加仓+$3,453.83万
EFG 加仓+$3,185.17万
IVLU 加仓+$3,141.31万
BUSE 加仓+$2,962.34万

2026Q1 卖出最多 按季末市值估算

DBEF 减仓-$1,501.26万
OEF 减仓-$977.12万
IAU 减仓-$761.45万
VTV 减仓-$697.65万
GLDM 减仓-$606.55万

2026Q1 持仓明细 点表头排序 · 每页 100 行

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
DIS DISNEY WALT CO $251.30万0.07%26,074 5,55927.1% $53.58万 加仓
SLYV SPDR SERIES TRUST $251.90万0.07%26,633 20,275318.9% $191.76万 加仓
CRM SALESFORCE INC $253.33万0.07%13,571 2,74125.3% $51.17万 加仓
SNDK SANDISK CORP $253.88万0.07%3,996 -2,934-42.3% -$186.41万 减仓
LRCX LAM RESEARCH CORP $255.21万0.07%11,945 2,82631.0% $60.38万 加仓
USMV ISHARES TR $259.63万0.07%27,995 -1,841-6.2% -$17.07万 减仓
IAUM ISHARES GOLD TR $260.60万0.07%55,804 55,804— $260.60万 新建仓
IVE ISHARES TR $261.47万0.07%12,383 5,89690.9% $124.49万 加仓
DE DEERE & CO $261.67万0.07%4,645 1,25336.9% $70.58万 加仓
TXN TEXAS INSTRS INC $262.12万0.07%13,502 3,62736.7% $70.41万 加仓
QQQM INVESCO EXCH TRADED FD TR II $265.08万0.07%11,156 -334-2.9% -$7.94万 减仓
SETM SPROTT FDS TR $265.28万0.07%80,194 80,194— $265.28万 新建仓
— DIMENSIONAL ETF TRUST $266.30万0.07%76,000 42,758128.6% $149.82万 加仓
EUAD SPINNAKER ETF SERIES $272.77万0.07%66,953 1,7852.7% $7.27万 加仓
UBER UBER TECHNOLOGIES INC $273.18万0.07%37,978 11,44443.1% $82.32万 加仓
DFAX DIMENSIONAL ETF TRUST $275.93万0.07%81,229 25,97547.0% $88.24万 加仓
GSEW GOLDMAN SACHS ETF TR $276.30万0.07%32,637 680.2% $5,757 加仓
IEV ISHARES TR $276.41万0.07%40,685 5961.5% $4.05万 加仓
AMGN AMGEN INC $276.71万0.07%7,865 -1,319-14.4% -$46.41万 减仓
AVUS AMERICAN CENTY ETF TR $278.48万0.07%25,047 8,70953.3% $96.83万 加仓
QMOM EA SERIES TRUST $278.52万0.07%40,773 40,773— $278.52万 新建仓
BLK BLACKROCK INC $281.56万0.08%2,928 1786.5% $17.12万 加仓
INTU INTUIT $282.30万0.08%6,529 1,78237.5% $77.05万 加仓
HEFA ISHARES TR $282.32万0.08%66,436 5,4108.9% $22.99万 加仓
ORCL ORACLE CORP $283.20万0.08%19,251 3,07019.0% $45.16万 加仓
VIG VANGUARD SPECIALIZED FUNDS $283.71万0.08%13,192 5344.2% $11.48万 加仓
AVDV AMERICAN CENTY ETF TR $284.23万0.08%28,463 5,34323.1% $53.36万 加仓
MS MORGAN STANLEY $287.79万0.08%17,487 3,72227.0% $61.25万 加仓
LVHI LEGG MASON ETF INVT $288.03万0.08%71,047 2120.3% $8,594 加仓
SYLD CAMBRIA ETF TR $288.04万0.08%38,197 38,197— $288.04万 新建仓
GD GENERAL DYNAMICS CORP $291.96万0.08%8,506 1,35719.0% $46.58万 加仓
FDVV FIDELITY COVINGTON TRUST $292.34万0.08%52,922 2,4404.8% $13.48万 加仓
IMTM ISHARES TR $292.83万0.08%60,981 -2,884-4.5% -$13.85万 减仓
SDY SPDR SERIES TRUST $294.31万0.08%20,166 1,1656.1% $17.00万 加仓
FNDX SCHWAB STRATEGIC TR $303.28万0.08%108,898 1,0541.0% $2.94万 加仓
DIVO AMPLIFY ETF TR $304.07万0.08%67,796 12,85623.4% $57.66万 加仓
SPDW SPDR INDEX SHS FDS $304.85万0.08%66,780 2620.4% $1.20万 加仓
URNM SPROTT FDS TR $305.15万0.08%48,321 1,1082.3% $7.00万 加仓
LOW LOWES COS INC $307.85万0.08%13,029 6595.3% $15.57万 加仓
SCHP SCHWAB STRATEGIC TR $312.28万0.08%117,355 -6,406-5.2% -$17.05万 减仓
DFAE DIMENSIONAL ETF TRUST $313.27万0.08%92,520 39,63975.0% $134.22万 加仓
APH AMPHENOL CORP $313.35万0.08%24,800 7,09640.1% $89.66万 加仓
AMAT APPLIED MATLS INC $317.99万0.08%9,304 3,32155.5% $113.50万 加仓
SHYG ISHARES TR $318.89万0.09%75,370 54,993269.9% $232.68万 加仓
LQDH ISHARES U S ETF TR $321.73万0.09%34,842 3,38710.8% $31.28万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $322.89万0.09%9,554 1,73322.2% $58.57万 加仓
WFC WELLS FARGO & CO $323.37万0.09%40,620 11,92641.6% $94.94万 加仓
IEI ISHARES TR $324.72万0.09%27,380 5632.1% $6.68万 加仓
AVDE AMERICAN CENTY ETF TR $332.18万0.09%39,154 25,454185.8% $215.95万 加仓
QCOM QUALCOMM INC $332.92万0.09%25,852 6,75035.3% $86.93万 加仓
SCHM SCHWAB STRATEGIC TR $337.90万0.09%109,142 71,612190.8% $221.71万 加仓
VBIL VANGUARD INSTL INDEX FD $341.69万0.09%45,167 10,51830.4% $79.57万 加仓
SLV ISHARES SILVER TR $341.88万0.09%50,173 -9,923-16.5% -$67.62万 减仓
COP CONOCOPHILLIPS $345.05万0.09%26,140 1,8697.7% $24.67万 加仓
PANW PALO ALTO NETWORKS INC $351.39万0.09%21,918 3,75320.7% $60.17万 加仓
HYZD WISDOMTREE TR $353.25万0.09%160,497 17,48312.2% $38.48万 加仓
LIN LINDE PLC $353.82万0.09%7,137 1,55627.9% $77.14万 加仓
MGK VANGUARD WORLD FD $354.05万0.09%9,636 2,63437.6% $96.78万 加仓
ITOT ISHARES TR $354.07万0.09%24,859 8,92356.0% $127.09万 加仓
SCHW SCHWAB CHARLES CORP $354.37万0.09%37,707 4,87614.9% $45.82万 加仓
XLP SELECT SECTOR SPDR TR $356.27万0.10%43,458 1,2833.0% $10.52万 加仓
FYLD CAMBRIA ETF TR $360.32万0.10%96,509 6,1656.8% $23.02万 加仓
MRK MERCK & CO INC $362.19万0.10%30,110 4,54317.8% $54.65万 加仓
VO VANGUARD INDEX FDS $365.46万0.10%12,726 2,41923.5% $69.47万 加仓
VGSH VANGUARD SCOTTSDALE FDS $366.67万0.10%62,636 27,64079.0% $161.80万 加仓
ONEY SPDR SERIES TRUST $369.12万0.10%30,747 3,58313.2% $43.01万 加仓
DFAU DIMENSIONAL ETF TRUST $370.87万0.10%82,196 14,93522.2% $67.39万 加仓
GEV GE VERNOVA INC $374.32万0.10%4,288 72120.2% $62.94万 加仓
BMY BRISTOL-MYERS SQUIBB CO $379.22万0.10%62,527 5,3579.4% $32.49万 加仓
FBND FIDELITY MERRIMACK STR TR $380.60万0.10%83,428 -14,751-15.0% -$67.29万 减仓
ABT ABBOTT LABORATORIES $385.57万0.10%37,555 7,43524.7% $76.33万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $386.89万0.10%83,978 -24,039-22.3% -$110.75万 减仓
VTEB VANGUARD MUN BD FDS $399.73万0.11%80,123 13,60120.4% $67.86万 加仓
ICVT ISHARES TR $407.84万0.11%40,067 25,450174.1% $259.06万 加仓
— EA SERIES TRUST $416.03万0.11%122,506 122,506— $416.03万 新建仓
ALLW SSGA ACTIVE TR $426.50万0.11%147,834 147,834— $426.50万 新建仓
VYM VANGUARD WHITEHALL FDS $429.93万0.11%29,030 7,10932.4% $105.28万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $435.73万0.12%6,700 -3,800-36.2% -$247.13万 减仓
NEE NEXTERA ENERGY INC $436.87万0.12%47,036 9,67425.9% $89.85万 加仓
IWV ISHARES TR $439.62万0.12%11,860 -721-5.7% -$26.73万 减仓
IQLT ISHARES TR $439.88万0.12%95,151 8,65810.0% $40.03万 加仓
VXUS VANGUARD STAR FDS $443.80万0.12%57,554 28,925101.0% $223.04万 加仓
T AT&T INC $445.07万0.12%153,525 8,1455.6% $23.61万 加仓
VCRB VANGUARD MALVERN FDS $449.41万0.12%58,079 22,66364.0% $175.37万 加仓
KO COCA COLA CO $449.97万0.12%59,168 11,38523.8% $86.58万 加仓
ACIO ETF SER SOLUTIONS $452.20万0.12%107,769 -109,440-50.4% -$459.21万 减仓
BND VANGUARD BD INDEX FDS $455.86万0.12%61,904 16,29535.7% $120.00万 加仓
ETN EATON CORP PLC $455.88万0.12%12,746 8847.5% $31.62万 加仓
VTIP VANGUARD MALVERN FDS $455.97万0.12%91,285 63,668230.5% $318.02万 加仓
PEP PEPSICO INC $456.86万0.12%29,420 1,4245.1% $22.11万 加仓
PB PROSPERITY BANCSHARES INC $461.44万0.12%68,687 -18-0.0% -$1,209 减仓
BAC BANK AMERICA CORP $462.36万0.12%94,842 38,48768.3% $187.62万 加仓
— DIMENSIONAL ETF TRUST $463.60万0.12%65,176 11,34921.1% $80.73万 加仓
SPYG SPDR SERIES TRUST $464.13万0.12%47,404 4,30710.0% $42.17万 加仓
DFSD DIMENSIONAL ETF TRUST $467.09万0.12%97,554 65,093200.5% $311.67万 加仓
IVW ISHARES TR $469.07万0.13%41,470 7,64522.6% $86.47万 加仓
LMT LOCKHEED MARTIN CORP $470.06万0.13%7,778 1411.8% $8.52万 加仓
VCSH VANGUARD SCOTTSDALE FDS $472.80万0.13%59,644 2,6164.6% $20.74万 加仓
EMXC ISHARES INC $478.84万0.13%60,875 1,9253.3% $15.14万 加仓
BIV VANGUARD BD INDEX FDS $478.85万0.13%62,043 34,035121.5% $262.68万 加仓