Shared Vision Wealth Group LLC
CARLSBAD X1 · SEC CIK 0002008178
$2.91亿2026Q2 申报市值
114持仓数
57.3%前十大占比 · 第一大 17.3%
16 / 4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
PWZ 加仓+$675.45万
IVV 加仓+$665.01万
SPY 加仓+$425.29万
IALT 新建仓+$315.17万
IUSB 加仓+$275.32万
2026Q2 卖出最多 按季末市值估算
VTEC 清仓-$569.48万
QUAL 减仓-$292.45万
IAGG 减仓-$286.84万
EFV 减仓-$280.01万
IEMG 减仓-$218.68万
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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $346.81万 | 1.19% | 65,784 | -19,704 | -23.0% | -$103.88万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $384.81万 | 1.32% | 73,521 | -28,502 | -27.9% | -$149.18万 | 减仓 |
| EFV | ISHARES TR | $399.84万 | 1.37% | 52,233 | -36,579 | -41.2% | -$280.01万 | 减仓 |
| EFG | ISHARES TR | $428.85万 | 1.47% | 34,468 | 687 | 2.0% | $8.55万 | 加仓 |
| TLH | ISHARES TR | $463.88万 | 1.59% | 46,226 | -9,276 | -16.7% | -$93.09万 | 减仓 |
| IEMG | ISHARES INC | $468.57万 | 1.61% | 56,564 | -26,398 | -31.8% | -$218.68万 | 减仓 |
| AVGO | BROADCOM INC | $484.61万 | 1.67% | 12,829 | -248 | -1.9% | -$9.37万 | 减仓 |
| IVE | ISHARES TR | $629.22万 | 2.16% | 27,711 | -7,780 | -21.9% | -$176.66万 | 减仓 |
| MBB | ISHARES TR | $673.92万 | 2.32% | 71,299 | 3,290 | 4.8% | $31.10万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $695.54万 | 2.39% | 251,098 | 61,991 | 32.8% | $171.72万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $761.99万 | 2.62% | 310,889 | 275,580 | 780.5% | $675.45万 | 加仓 |
| IVW | ISHARES TR | $779.24万 | 2.68% | 56,659 | -2,223 | -3.8% | -$30.57万 | 减仓 |
| GOVT | ISHARES TR | $789.80万 | 2.72% | 346,706 | 2,189 | 0.6% | $4.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $823.08万 | 2.83% | 121,023 | -1,998 | -1.6% | -$13.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,759.77万 | 6.05% | 23,565 | 5,695 | 31.9% | $425.29万 | 加仓 |
| IUSB | ISHARES TR | $2,103.91万 | 7.23% | 455,884 | 59,657 | 15.1% | $275.32万 | 加仓 |
| IVV | ISHARES TR | $3,250.70万 | 11.18% | 43,407 | 8,880 | 25.7% | $665.01万 | 加仓 |
| AAPL | APPLE INC | $5,043.48万 | 17.34% | 174,298 | 22 | 0.0% | $6,366 | 加仓 |