Shared Vision Wealth Group LLC
CARLSBAD X1 · SEC CIK 0002008178
$2.45亿2026Q1 申报市值
95持仓数
56.7%前十大占比 · 第一大 18.0%
6 / 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
GOVT 加仓+$425.87万
SPY 加仓+$278.61万
EFG 加仓+$266.25万
BLCR 新建仓+$199.68万
IDEF 新建仓+$194.27万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$382.81万
EMB 清仓-$170.86万
IAU 减仓-$167.77万
IXUS 减仓-$124.11万
IVV 减仓-$108.63万
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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -17,647 | -100.0% | -$170.86万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,246 | -100.0% | -$49.38万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,400 | -100.0% | -$26.63万 | 清仓 |
| XNTK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,647 | -100.0% | -$20.15万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEAR | ISHARES U S ETF TR | $20.57万 | 0.08% | 4,047 | -1,442 | -26.3% | -$7.33万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.39万 | 0.09% | 4,451 | -1,651 | -27.1% | -$7.93万 | 减仓 |
| — | ISHARES TR | $21.83万 | 0.09% | 2,096 | -600 | -22.3% | -$6.25万 | 减仓 |
| HDV | ISHARES TR | $22.21万 | 0.09% | 1,637 | -85 | -4.9% | -$1.15万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $22.21万 | 0.09% | 2,802 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $22.58万 | 0.09% | 4,200 | 4,200 | — | $22.58万 | 新建仓 |
| LLY | ELI LILLY & CO | $22.81万 | 0.09% | 248 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $22.95万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $23.41万 | 0.10% | 9,711 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $23.92万 | 0.10% | 986 | 6 | 0.6% | $1,456 | 加仓 |
| GNMA | ISHARES TR | $24.85万 | 0.10% | 5,606 | -248 | -4.2% | -$1.10万 | 减仓 |
| IWR | ISHARES TR | $25.74万 | 0.11% | 2,648 | -280 | -9.6% | -$2.72万 | 减仓 |
| — | EXXON MOBIL CORP | $26.25万 | 0.11% | 1,547 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $28.49万 | 0.12% | 5,869 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $29.90万 | 0.12% | 1,141 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $31.77万 | 0.13% | 5,752 | 52 | 0.9% | $2,872 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $33.94万 | 0.14% | 2,897 | -13 | -0.4% | -$1,523 | 减仓 |
| SDY | SPDR SERIES TRUST | $34.31万 | 0.14% | 2,351 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $36.18万 | 0.15% | 4,600 | -1,953 | -29.8% | -$15.36万 | 减仓 |
| IYF | ISHARES TR | $37.17万 | 0.15% | 3,159 | 3,159 | — | $37.17万 | 新建仓 |
| ARTY | ISHARES TR | $37.71万 | 0.15% | 8,104 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $37.87万 | 0.15% | 14,254 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $38.05万 | 0.16% | 2,863 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $39.39万 | 0.16% | 1,373 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $41.19万 | 0.17% | 2,897 | 297 | 11.4% | $4.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.41万 | 0.17% | 693 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $42.15万 | 0.17% | 1,182 | -137 | -10.4% | -$4.88万 | 减仓 |
| IJR | ISHARES TR | $44.36万 | 0.18% | 3,568 | -674 | -15.9% | -$8.38万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $44.38万 | 0.18% | 8,885 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $44.65万 | 0.18% | 4,932 | 1 | 0.0% | $91 | 加仓 |
| EEM | ISHARES TR | $44.99万 | 0.18% | 7,922 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $45.00万 | 0.18% | 971 | 426 | 78.2% | $19.74万 | 加仓 |
| ICVT | ISHARES TR | $46.15万 | 0.19% | 4,534 | -2,660 | -37.0% | -$27.08万 | 减仓 |
| EUSB | ISHARES TR | $47.02万 | 0.19% | 10,809 | -1,279 | -10.6% | -$5.56万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.03万 | 0.19% | 6,633 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $49.64万 | 0.20% | 860 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $50.88万 | 0.21% | 4,479 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.63万 | 0.21% | 1,422 | -103 | -6.8% | -$3.81万 | 减仓 |
| EFA | ISHARES TR | $54.96万 | 0.22% | 5,659 | 2,310 | 69.0% | $22.44万 | 加仓 |
| AMZN | AMAZON COM INC | $56.53万 | 0.23% | 2,714 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $58.54万 | 0.24% | 6,753 | -2,765 | -29.1% | -$23.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.08万 | 0.24% | 3,388 | -193 | -5.4% | -$3.37万 | 减仓 |
| IWM | ISHARES TR | $62.17万 | 0.25% | 2,507 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $65.15万 | 0.27% | 2,665 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $66.30万 | 0.27% | 6,006 | 6,006 | — | $66.30万 | 新建仓 |
| LMUB | ISHARES TR | $67.27万 | 0.27% | 13,473 | 13,473 | — | $67.27万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $67.84万 | 0.28% | 17,731 | 10,937 | 161.0% | $41.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $71.45万 | 0.29% | 2,488 | 1,288 | 107.3% | $36.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.59万 | 0.31% | 1,598 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $84.28万 | 0.34% | 35,309 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $84.79万 | 0.35% | 9,103 | 38 | 0.4% | $3,539 | 加仓 |
| VTI | VANGUARD INDEX FDS | $86.06万 | 0.35% | 2,683 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $86.41万 | 0.35% | 1,978 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $86.54万 | 0.35% | 12,737 | 25 | 0.2% | $1,699 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $99.06万 | 0.40% | 11,666 | 1,988 | 20.5% | $16.88万 | 加仓 |
| IVLU | ISHARES TR | $102.09万 | 0.42% | 25,729 | 86 | 0.3% | $3,413 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $104.32万 | 0.43% | 20,687 | 6,894 | 50.0% | $34.77万 | 加仓 |
| IYW | ISHARES TR | $105.93万 | 0.43% | 5,839 | -1,078 | -15.6% | -$19.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $107.28万 | 0.44% | 1,077 | 1 | 0.1% | $996 | 加仓 |
| MUB | ISHARES TR | $123.07万 | 0.50% | 11,594 | -965 | -7.7% | -$10.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $124.95万 | 0.51% | 53,811 | -501 | -0.9% | -$1.16万 | 减仓 |
| SYSB | ISHARES TR | $133.50万 | 0.54% | 15,000 | 5,528 | 58.4% | $49.20万 | 加仓 |
| ESGU | ISHARES TR | $138.37万 | 0.56% | 9,784 | -128 | -1.3% | -$1.81万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $145.98万 | 0.60% | 57,291 | 25,291 | 79.0% | $64.44万 | 加仓 |
| IXUS | ISHARES TR | $157.09万 | 0.64% | 18,131 | -14,325 | -44.1% | -$124.11万 | 减仓 |
| IAU | ISHARES GOLD TR | $159.47万 | 0.65% | 18,089 | -19,030 | -51.3% | -$167.77万 | 减仓 |
| HYD | VANECK ETF TRUST | $179.62万 | 0.73% | 35,823 | 6,852 | 23.7% | $34.36万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $194.27万 | 0.79% | 59,372 | 59,372 | — | $194.27万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $199.68万 | 0.81% | 48,631 | 48,631 | — | $199.68万 | 新建仓 |
| IGEB | ISHARES TR | $214.79万 | 0.88% | 47,666 | -11,386 | -19.3% | -$51.31万 | 减仓 |
| OEF | ISHARES TR | $237.59万 | 0.97% | 7,470 | -12,036 | -61.7% | -$382.81万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $244.48万 | 1.00% | 11,254 | 2,727 | 32.0% | $59.24万 | 加仓 |
| MTUM | ISHARES TR | $266.14万 | 1.09% | 11,090 | 1,304 | 13.3% | $31.29万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $281.68万 | 1.15% | 85,488 | 10,020 | 13.3% | $33.02万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $282.85万 | 1.15% | 78,093 | 6,522 | 9.1% | $23.62万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $316.31万 | 1.29% | 63,402 | -133 | -0.2% | -$6,635 | 减仓 |
| IAGG | ISHARES TR | $332.68万 | 1.36% | 66,483 | 11,671 | 21.3% | $58.40万 | 加仓 |
| EFG | ISHARES TR | $376.22万 | 1.53% | 33,781 | 23,907 | 242.1% | $266.25万 | 加仓 |
| AVGO | BROADCOM INC | $404.74万 | 1.65% | 13,077 | -533 | -3.9% | -$16.50万 | 减仓 |
| QUAL | ISHARES TR | $420.27万 | 1.71% | 21,911 | -2,992 | -12.0% | -$57.39万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $468.04万 | 1.91% | 189,107 | 60,757 | 47.3% | $150.37万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $529.80万 | 2.16% | 102,023 | -18,785 | -15.5% | -$97.55万 | 减仓 |
| TLH | ISHARES TR | $559.02万 | 2.28% | 55,502 | -763 | -1.4% | -$7.68万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $569.48万 | 2.32% | 57,477 | 12,967 | 29.1% | $128.48万 | 加仓 |
| IEMG | ISHARES INC | $578.66万 | 2.36% | 82,962 | -3,291 | -3.8% | -$22.95万 | 减仓 |
| MBB | ISHARES TR | $645.75万 | 2.63% | 68,009 | -2,822 | -4.0% | -$26.80万 | 减仓 |
| EFV | ISHARES TR | $660.32万 | 2.69% | 88,812 | -4,130 | -4.4% | -$30.71万 | 减仓 |
| IVW | ISHARES TR | $666.01万 | 2.72% | 58,882 | 2,472 | 4.4% | $27.96万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $715.74万 | 2.92% | 123,021 | -12,157 | -9.0% | -$70.73万 | 减仓 |