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 |
|---|---|---|---|---|---|---|---|---|
| VTEC | VANGUARD CALIF TAX FREE FDS | $0 | 0.00% | 0 | -57,477 | -100.0% | -$569.48万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,547 | -100.0% | -$26.25万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,200 | -100.0% | -$22.58万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,451 | -100.0% | -$21.39万 | 清仓 |
| ESGE | ISHARES INC | $20.29万 | 0.07% | 3,709 | 3,709 | — | $20.29万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.44万 | 0.07% | 2,001 | 2,001 | — | $20.44万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $20.50万 | 0.07% | 4,047 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $20.61万 | 0.07% | 2,137 | -90 | -4.0% | -$8,682 | 重新持有 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $20.83万 | 0.07% | 2,623 | -58 | -2.2% | -$4,606 | 重新持有 |
| EAGG | ISHARES TR | $21.53万 | 0.07% | 4,541 | 4,541 | — | $21.53万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $21.74万 | 0.07% | 4,731 | 4,731 | — | $21.74万 | 新建仓 |
| — | ISHARES TR | $21.76万 | 0.07% | 2,096 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $22.43万 | 0.08% | 8,184 | -1 | -0.0% | -$27 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $22.67万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.71万 | 0.08% | 1,382 | 1,382 | — | $22.71万 | 新建仓 |
| TDTF | FLEXSHARES TR | $23.08万 | 0.08% | 9,711 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.79万 | 0.08% | 3,338 | 3,338 | — | $23.79万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.10万 | 0.08% | 3,049 | 247 | 8.8% | $1.95万 | 加仓 |
| ITA | ISHARES TR | $25.50万 | 0.09% | 1,052 | -3,445 | -76.6% | -$83.50万 | 重新持有 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.60万 | 0.09% | 1,519 | 0 | 0.0% | — | 重新持有 |
| CAT | CATERPILLAR INC | $25.63万 | 0.09% | 241 | 241 | — | $25.63万 | 新建仓 |
| UNP | UNION PAC CORP | $27.00万 | 0.09% | 993 | 7 | 0.7% | $1,903 | 加仓 |
| IWR | ISHARES TR | $28.59万 | 0.10% | 2,592 | -56 | -2.1% | -$6,177 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $28.78万 | 0.10% | 5,869 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.91万 | 0.10% | 249 | 1 | 0.4% | $1,201 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $30.24万 | 0.10% | 4,119 | 4,119 | — | $30.24万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $30.50万 | 0.10% | 781 | 0 | 0.0% | — | 重新持有 |
| IDEV | ISHARES TR | $30.64万 | 0.11% | 3,442 | 3,442 | — | $30.64万 | 新建仓 |
| STIP | ISHARES TR | $32.01万 | 0.11% | 3,133 | -113 | -3.5% | -$1.15万 | 重新持有 |
| GNMA | ISHARES TR | $33.76万 | 0.12% | 7,633 | 2,027 | 36.2% | $8.97万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $34.68万 | 0.12% | 5,752 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.33万 | 0.12% | 1,165 | 24 | 2.1% | $7,278 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.78万 | 0.12% | 2,351 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $37.45万 | 0.13% | 3,076 | -1,458 | -32.2% | -$17.75万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $37.94万 | 0.13% | 13,575 | 13,575 | — | $37.94万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $38.33万 | 0.13% | 2,845 | -52 | -1.8% | -$7,006 | 减仓 |
| SOXX | ISHARES TR | $38.83万 | 0.13% | 606 | 0 | 0.0% | — | 重新持有 |
| — | ISHARES TR | $38.97万 | 0.13% | 14,254 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $40.28万 | 0.14% | 3,159 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $45.18万 | 0.16% | 4,417 | -183 | -4.0% | -$1.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.60万 | 0.16% | 693 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $48.05万 | 0.17% | 4,975 | 43 | 0.9% | $4,153 | 加仓 |
| GOOG | ALPHABET INC | $48.26万 | 0.17% | 1,366 | -7 | -0.5% | -$2,473 | 减仓 |
| IWB | ISHARES TR | $49.26万 | 0.17% | 1,203 | 21 | 1.8% | $8,600 | 加仓 |
| TLT | ISHARES TR | $49.32万 | 0.17% | 5,707 | -1,046 | -15.5% | -$9.04万 | 减仓 |
| IAGG | ISHARES TR | $49.57万 | 0.17% | 9,796 | -56,687 | -85.3% | -$286.84万 | 减仓 |
| EEM | ISHARES TR | $50.85万 | 0.17% | 7,433 | -489 | -6.2% | -$3.35万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $52.37万 | 0.18% | 10,426 | 1,541 | 17.3% | $7.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.84万 | 0.19% | 1,443 | 21 | 1.5% | $7,836 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $54.35万 | 0.19% | 6,633 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $54.54万 | 0.19% | 2,863 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $58.54万 | 0.20% | 2,930 | 33 | 1.1% | $6,594 | 加仓 |
| EFA | ISHARES TR | $58.85万 | 0.20% | 5,665 | 6 | 0.1% | $623 | 加仓 |
| SUSL | ISHARES TR | $59.46万 | 0.20% | 4,479 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.45万 | 0.21% | 2,536 | -178 | -6.6% | -$4.24万 | 减仓 |
| ARTY | ISHARES TR | $61.72万 | 0.21% | 8,104 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $61.82万 | 0.21% | 3,090 | -298 | -8.8% | -$5.96万 | 减仓 |
| EUSB | ISHARES TR | $62.02万 | 0.21% | 14,274 | 3,465 | 32.1% | $15.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $63.33万 | 0.22% | 860 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $67.70万 | 0.23% | 2,666 | 1 | 0.0% | $254 | 加仓 |
| SHV | ISHARES TR | $68.85万 | 0.24% | 6,239 | 233 | 3.9% | $2.57万 | 加仓 |
| IJR | ISHARES TR | $69.42万 | 0.24% | 4,681 | 1,113 | 31.2% | $16.51万 | 加仓 |
| IEF | ISHARES TR | $69.98万 | 0.24% | 7,399 | 7,399 | — | $69.98万 | 新建仓 |
| IWM | ISHARES TR | $75.32万 | 0.26% | 2,507 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.37万 | 0.27% | 1,546 | -52 | -3.3% | -$2.60万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $87.43万 | 0.30% | 34,260 | 34,260 | — | $87.43万 | 新建仓 |
| IEV | ISHARES TR | $89.81万 | 0.31% | 12,327 | -410 | -3.2% | -$2.99万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $92.24万 | 0.32% | 23,245 | 5,514 | 31.1% | $21.88万 | 加仓 |
| ILCV | ISHARES TR | $92.85万 | 0.32% | 9,171 | 68 | 0.7% | $6,884 | 加仓 |
| VTI | VANGUARD INDEX FDS | $99.27万 | 0.34% | 2,683 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $100.89万 | 0.35% | 1,079 | 2 | 0.2% | $1,870 | 加仓 |
| MUB | ISHARES TR | $100.99万 | 0.35% | 9,384 | -2,210 | -19.1% | -$23.78万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $104.54万 | 0.36% | 20,687 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $106.22万 | 0.37% | 12,331 | 463 | 3.9% | $3.99万 | 加仓 |
| IVLU | ISHARES TR | $106.36万 | 0.37% | 25,433 | -296 | -1.2% | -$1.24万 | 减仓 |
| LMUB | ISHARES TR | $125.20万 | 0.43% | 24,444 | 10,971 | 81.4% | $56.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $137.56万 | 0.47% | 18,217 | 128 | 0.7% | $9,665 | 加仓 |
| IYW | ISHARES TR | $140.60万 | 0.48% | 5,574 | -265 | -4.5% | -$6.68万 | 减仓 |
| SYSB | ISHARES TR | $140.66万 | 0.48% | 15,856 | 856 | 5.7% | $7.59万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $152.61万 | 0.52% | 2,921 | 1,950 | 200.8% | $101.88万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $155.17万 | 0.53% | 67,085 | 13,274 | 24.7% | $30.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $156.97万 | 0.54% | 17,862 | 17,862 | — | $156.97万 | 新建仓 |
| ESGU | ISHARES TR | $160.22万 | 0.55% | 9,789 | 5 | 0.1% | $818 | 加仓 |
| IXUS | ISHARES TR | $176.82万 | 0.61% | 18,527 | 396 | 2.2% | $3.78万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $178.92万 | 0.62% | 17,334 | 5,668 | 48.6% | $58.51万 | 加仓 |
| HYD | VANECK ETF TRUST | $184.52万 | 0.63% | 35,823 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $188.33万 | 0.65% | 8,583 | -13,328 | -60.8% | -$292.45万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $197.86万 | 0.68% | 62,259 | 2,887 | 4.9% | $9.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $199.36万 | 0.69% | 24,744 | 14,792 | 148.6% | $119.18万 | 加仓 |
| IGEB | ISHARES TR | $208.48万 | 0.72% | 46,216 | -1,450 | -3.0% | -$6.54万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $210.77万 | 0.72% | 57,588 | 57,588 | — | $210.77万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $225.97万 | 0.78% | 52,416 | -25,677 | -32.9% | -$110.69万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $264.14万 | 0.91% | 52,440 | 3,809 | 7.8% | $19.19万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $267.97万 | 0.92% | 53,284 | 53,284 | — | $267.97万 | 新建仓 |
| MTUM | ISHARES TR | $283.89万 | 0.98% | 8,281 | -2,809 | -25.3% | -$96.30万 | 减仓 |
| OEF | ISHARES TR | $287.73万 | 0.99% | 7,864 | 394 | 5.3% | $14.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $305.28万 | 1.05% | 12,564 | 1,310 | 11.6% | $31.83万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $305.72万 | 1.05% | 118,406 | 61,115 | 106.7% | $157.80万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $315.17万 | 1.08% | 112,361 | 112,361 | — | $315.17万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $338.59万 | 1.16% | 66,942 | 3,540 | 5.6% | $17.91万 | 加仓 |