Savvy Advisors, Inc.
NEW YORK NY · SEC CIK 0002003633
$47.10亿2026Q2 申报市值
1,261持仓数
26.9%前十大占比 · 第一大 6.3%
196 / 92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
VOO 加仓+$2,401.71万
IUSB 加仓+$2,304.26万
IEMG 加仓+$1,995.52万
IVLU 加仓+$1,559.95万
AVUV 加仓+$1,441.64万
2026Q2 卖出最多 按季末市值估算
SPEM 减仓-$876.00万
IVV 减仓-$684.33万
SNDK 减仓-$648.73万
TBIL 减仓-$626.92万
XLV 减仓-$600.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BSCX | INVESCO EXCH TRD SLF IDX FD | $286.60万 | 0.06% | 136,118 | 136,118 | — | $286.60万 | 新建仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $289.61万 | 0.06% | 141,206 | 141,206 | — | $289.61万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $289.90万 | 0.06% | 176,932 | 176,932 | — | $289.90万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $290.26万 | 0.06% | 142,531 | 124,596 | 694.7% | $253.74万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $291.55万 | 0.06% | 31,706 | 31,706 | — | $291.55万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $292.05万 | 0.06% | 80,834 | -3,664 | -4.3% | -$13.24万 | 减仓 |
| SDY | SPDR SERIES TRUST | $292.68万 | 0.06% | 19,233 | -933 | -4.6% | -$14.20万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $292.92万 | 0.06% | 110,536 | -6,819 | -5.8% | -$18.07万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $294.11万 | 0.06% | 17,286 | 638 | 3.8% | $10.85万 | 加仓 |
| IQDG | WISDOMTREE TR | $294.53万 | 0.06% | 68,368 | 6,614 | 10.7% | $28.49万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $297.96万 | 0.06% | 179,007 | 168,706 | 1,637.8% | $280.81万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $298.25万 | 0.06% | 160,566 | 147,979 | 1,175.6% | $274.87万 | 加仓 |
| PGR | PROGRESSIVE CORP | $299.33万 | 0.06% | 13,702 | 2,619 | 23.6% | $57.21万 | 加仓 |
| WELL | WELLTOWER INC | $300.98万 | 0.06% | 13,261 | 1,642 | 14.1% | $37.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $301.19万 | 0.06% | 28,972 | 2,832 | 10.8% | $29.44万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $303.68万 | 0.06% | 59,802 | 31,202 | 109.1% | $158.44万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $304.59万 | 0.06% | 25,568 | 4,832 | 23.3% | $57.56万 | 加仓 |
| CMF | ISHARES TR | $308.16万 | 0.07% | 53,463 | 14,595 | 37.6% | $84.13万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $308.18万 | 0.07% | 32,639 | 2 | 0.0% | $189 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $310.17万 | 0.07% | 18,153 | 18,153 | — | $310.17万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $310.45万 | 0.07% | 9,178 | 1,045 | 12.8% | $35.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $310.65万 | 0.07% | 28,898 | 7,815 | 37.1% | $84.01万 | 加仓 |
| EMB | ISHARES TR | $311.49万 | 0.07% | 32,299 | 6,384 | 24.6% | $61.57万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $312.52万 | 0.07% | 84,831 | 3,602 | 4.4% | $13.27万 | 加仓 |
| T | AT&T INC | $312.64万 | 0.07% | 151,032 | -2,493 | -1.6% | -$5.16万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $313.75万 | 0.07% | 46,133 | 17,051 | 58.6% | $115.96万 | 加仓 |
| — | EA SERIES TRUST | $313.83万 | 0.07% | 75,024 | 5,276 | 7.6% | $22.07万 | 加仓 |
| AMGN | AMGEN INC | $321.06万 | 0.07% | 8,866 | 1,001 | 12.7% | $36.25万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $321.16万 | 0.07% | 6,995 | 4,164 | 147.1% | $191.18万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $321.63万 | 0.07% | 53,348 | 426 | 0.8% | $2.57万 | 加仓 |
| IMTM | ISHARES TR | $327.08万 | 0.07% | 61,331 | 350 | 0.6% | $1.87万 | 加仓 |
| IEI | ISHARES TR | $328.45万 | 0.07% | 27,965 | 585 | 2.1% | $6.87万 | 加仓 |
| USMV | ISHARES TR | $329.31万 | 0.07% | 34,139 | 6,144 | 21.9% | $59.27万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $329.55万 | 0.07% | 39,671 | -3,787 | -8.7% | -$31.46万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $330.13万 | 0.07% | 41,743 | 3,546 | 9.3% | $28.04万 | 加仓 |
| C | CITIGROUP INC | $331.98万 | 0.07% | 23,720 | 1,826 | 8.3% | $25.56万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $335.64万 | 0.07% | 32,273 | 32,273 | — | $335.64万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $338.09万 | 0.07% | 87,160 | 11,160 | 14.7% | $43.29万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $339.48万 | 0.07% | 173,869 | 132,835 | 323.7% | $259.36万 | 加仓 |
| DE | DEERE & CO | $340.43万 | 0.07% | 5,367 | 722 | 15.5% | $45.80万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $341.70万 | 0.07% | 84,194 | 13,147 | 18.5% | $53.36万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $346.10万 | 0.07% | 111,288 | 2,390 | 2.2% | $7.43万 | 加仓 |
| QMOM | EA SERIES TRUST | $346.39万 | 0.07% | 43,998 | 3,225 | 7.9% | $25.39万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $348.70万 | 0.07% | 122,050 | 122,050 | — | $348.70万 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $353.12万 | 0.07% | 96,771 | 262 | 0.3% | $9,560 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $353.95万 | 0.08% | 34,348 | 5,885 | 20.7% | $60.64万 | 加仓 |
| SLV | ISHARES SILVER TR | $357.70万 | 0.08% | 66,898 | 16,725 | 33.3% | $89.43万 | 加仓 |
| LIN | LINDE PLC | $358.98万 | 0.08% | 6,918 | -219 | -3.1% | -$11.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $359.20万 | 0.08% | 15,181 | 1,989 | 15.1% | $47.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $359.74万 | 0.08% | 4,714 | 1,585 | 50.7% | $120.96万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $361.33万 | 0.08% | 38,798 | 3,956 | 11.4% | $36.84万 | 加仓 |
| IVE | ISHARES TR | $364.19万 | 0.08% | 16,039 | 3,656 | 29.5% | $83.01万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $364.35万 | 0.08% | 71,850 | 71,850 | — | $364.35万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $369.56万 | 0.08% | 70,046 | 18,983 | 37.2% | $100.15万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $372.48万 | 0.08% | 64,644 | 2,117 | 3.4% | $12.20万 | 加仓 |
| MINT | PIMCO ETF TR | $377.61万 | 0.08% | 37,457 | 24,938 | 199.2% | $251.40万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $378.47万 | 0.08% | 102,651 | -6,491 | -5.9% | -$23.93万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $380.41万 | 0.08% | 28,549 | 21,412 | 300.0% | $285.31万 | 加仓 |
| HEFA | ISHARES TR | $381.13万 | 0.08% | 81,221 | 14,785 | 22.3% | $69.38万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $381.19万 | 0.08% | 194,334 | 129,478 | 199.6% | $253.97万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $382.60万 | 0.08% | 82,921 | -24,848 | -23.1% | -$114.65万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $385.86万 | 0.08% | 42,523 | 4,968 | 13.2% | $45.08万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $387.50万 | 0.08% | 85,184 | 1,756 | 2.1% | $7.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $389.22万 | 0.08% | 66,876 | 4,240 | 6.8% | $24.68万 | 加仓 |
| ORCL | ORACLE CORP | $391.98万 | 0.08% | 26,747 | 7,496 | 38.9% | $109.85万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $392.03万 | 0.08% | 85,130 | 1,152 | 1.4% | $5.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $399.78万 | 0.08% | 45,549 | -1,487 | -3.2% | -$13.05万 | 减仓 |
| APH | AMPHENOL CORP | $404.01万 | 0.09% | 22,914 | -1,886 | -7.6% | -$33.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $405.44万 | 0.09% | 55,229 | -6,675 | -10.8% | -$49.00万 | 减仓 |
| HYZD | WISDOMTREE TR | $406.41万 | 0.09% | 180,572 | 20,075 | 12.5% | $45.18万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $406.48万 | 0.09% | 52,631 | -5,448 | -9.4% | -$42.08万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $411.69万 | 0.09% | 81,394 | 1,271 | 1.6% | $6.43万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $413.17万 | 0.09% | 41,908 | 37,869 | 937.6% | $373.35万 | 加仓 |
| ITOT | ISHARES TR | $413.99万 | 0.09% | 25,202 | 343 | 1.4% | $5.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $417.53万 | 0.09% | 50,524 | 9,904 | 24.4% | $81.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $417.65万 | 0.09% | 8,198 | 420 | 5.4% | $21.40万 | 加仓 |
| IQLT | ISHARES TR | $420.55万 | 0.09% | 84,874 | -10,277 | -10.8% | -$50.92万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $424.02万 | 0.09% | 47,536 | 8,382 | 21.4% | $74.77万 | 加仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $426.33万 | 0.09% | 6,500 | 6,500 | — | $426.33万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $430.63万 | 0.09% | 48,985 | 805 | 1.7% | $7.08万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $442.91万 | 0.09% | 85,685 | 3,489 | 4.2% | $18.03万 | 加仓 |
| TJX | TJX COS INC NEW | $443.99万 | 0.09% | 29,306 | -3,624 | -11.0% | -$54.90万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $446.52万 | 0.09% | 34,857 | 4,110 | 13.4% | $52.65万 | 加仓 |
| — | EA SERIES TRUST | $446.65万 | 0.09% | 131,099 | 8,593 | 7.0% | $29.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $448.06万 | 0.10% | 6,000 | 2,400 | 66.7% | $179.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $457.53万 | 0.10% | 28,952 | -78 | -0.3% | -$1.23万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $461.23万 | 0.10% | 96,593 | -961 | -1.0% | -$4.59万 | 减仓 |
| QCOM | QUALCOMM INC | $463.56万 | 0.10% | 25,086 | -766 | -3.0% | -$14.15万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $471.20万 | 0.10% | 117,185 | 24,665 | 26.7% | $99.18万 | 加仓 |
| IWV | ISHARES TR | $474.77万 | 0.10% | 11,134 | -726 | -6.1% | -$30.96万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $474.85万 | 0.10% | 37,075 | 12,028 | 48.0% | $154.05万 | 加仓 |
| MS | MORGAN STANLEY | $475.64万 | 0.10% | 22,754 | 5,267 | 30.1% | $110.10万 | 加仓 |
| PEP | PEPSICO INC | $479.27万 | 0.10% | 35,397 | 5,977 | 20.3% | $80.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $483.37万 | 0.10% | 16,217 | 2,715 | 20.1% | $80.92万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $489.85万 | 0.10% | 63,866 | 1,823 | 2.9% | $13.98万 | 加仓 |
| VST | VISTRA CORP | $492.37万 | 0.10% | 31,039 | 28,765 | 1,265.0% | $456.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $500.96万 | 0.11% | 88,697 | 72,735 | 455.7% | $410.81万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $501.80万 | 0.11% | 68,711 | 24 | 0.0% | $1,753 | 加仓 |
| KLAC | KLA CORP | $504.43万 | 0.11% | 16,719 | 2,219 | 15.3% | $66.95万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $512.90万 | 0.11% | 64,899 | 5,255 | 8.8% | $41.53万 | 加仓 |