Savvy Advisors, Inc.
NEW YORK NY · SEC CIK 0002003633
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $2,785.27万 | 0.74% | 97,095 | 13,003 | 15.5% | $373.00万 | 加仓 |
| GOOGL | ALPHABET INC | $2,836.53万 | 0.76% | 98,641 | 13,839 | 16.3% | $397.95万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $3,270.89万 | 0.87% | 1,294,378 | 1,172,277 | 960.1% | $2,962.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,410.50万 | 0.91% | 532,225 | -35,795 | -6.3% | -$229.37万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3,456.32万 | 0.92% | 440,801 | 44,356 | 11.2% | $347.80万 | 加仓 |
| AMZN | AMAZON COM INC | $3,521.04万 | 0.94% | 169,061 | 30,567 | 22.1% | $636.62万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,653.11万 | 0.98% | 274,877 | 42,774 | 18.4% | $568.47万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,654.61万 | 0.98% | 330,824 | 312,649 | 1,720.2% | $3,453.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,722.19万 | 0.99% | 957,846 | 288,074 | 43.0% | $1,119.46万 | 加仓 |
| MUB | ISHARES TR | $4,043.34万 | 1.08% | 380,909 | 108,427 | 39.8% | $1,150.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,843.68万 | 1.29% | 246,874 | -35,558 | -12.6% | -$697.65万 | 减仓 |
| — | SPINNAKER ETF SERIES | $4,852.82万 | 1.30% | 2,219,956 | 35,696 | 1.6% | $78.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,869.67万 | 1.30% | 131,552 | 20,075 | 18.0% | $743.12万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,897.22万 | 1.31% | 1,043,960 | 271,271 | 35.1% | $1,272.53万 | 加仓 |
| EFG | ISHARES TR | $5,170.91万 | 1.38% | 464,300 | 285,999 | 160.4% | $3,185.17万 | 加仓 |
| AGG | ISHARES TR | $6,707.70万 | 1.79% | 675,703 | 98,220 | 17.0% | $975.03万 | 加仓 |
| AAPL | APPLE INC | $7,815.49万 | 2.09% | 307,951 | 62,356 | 25.4% | $1,582.53万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $8,117.99万 | 2.17% | 1,323,874 | -34,685 | -2.6% | -$212.69万 | 减仓 |
| IVV | ISHARES TR | $8,119.27万 | 2.17% | 124,298 | -4,338 | -3.4% | -$283.36万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $8,340.45万 | 2.23% | 2,863,182 | 492,054 | 20.8% | $1,433.35万 | 加仓 |
| IVLU | ISHARES TR | $8,887.05万 | 2.37% | 2,239,680 | 791,660 | 54.7% | $3,141.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.35亿 | 3.59% | 771,911 | 63,761 | 9.0% | $1,111.99万 | 加仓 |
| IUSB | ISHARES TR | $1.54亿 | 4.12% | 3,343,314 | 503,619 | 17.7% | $2,326.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.38亿 | 6.35% | 398,130 | 72,055 | 22.1% | $4,305.65万 | 加仓 |