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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $24.10万 | 0.08% | 3,049 | 247 | 8.8% | $1.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.79万 | 0.08% | 3,338 | 3,338 | — | $23.79万 | 新建仓 |
| TDTF | FLEXSHARES TR | $23.08万 | 0.08% | 9,711 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.71万 | 0.08% | 1,382 | 1,382 | — | $22.71万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $22.67万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $22.43万 | 0.08% | 8,184 | -1 | -0.0% | -$27 | 减仓 |
| — | ISHARES TR | $21.76万 | 0.07% | 2,096 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $21.74万 | 0.07% | 4,731 | 4,731 | — | $21.74万 | 新建仓 |
| EAGG | ISHARES TR | $21.53万 | 0.07% | 4,541 | 4,541 | — | $21.53万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $20.83万 | 0.07% | 2,623 | -58 | -2.2% | -$4,606 | 重新持有 |
| USMV | ISHARES TR | $20.61万 | 0.07% | 2,137 | -90 | -4.0% | -$8,682 | 重新持有 |
| NEAR | ISHARES U S ETF TR | $20.50万 | 0.07% | 4,047 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $20.44万 | 0.07% | 2,001 | 2,001 | — | $20.44万 | 新建仓 |
| ESGE | ISHARES INC | $20.29万 | 0.07% | 3,709 | 3,709 | — | $20.29万 | 新建仓 |
| 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 |