WealthCollab, LLC
BELLEVUE WA · SEC CIK 0002017870
$2.43亿2026Q1 申报市值
977持仓数
56.6%前十大占比 · 第一大 12.4%
61 / 85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
VTI 加仓+$203.94万
BIV 加仓+$83.08万
VXUS 加仓+$80.42万
MUB 加仓+$72.50万
VNQ 加仓+$56.62万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$605.53万
GOOG 减仓-$256.21万
ABNB 减仓-$133.73万
MSFT 减仓-$114.05万
AMZN 减仓-$68.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SSRM | SSR MINING IN | $3,017.89万 | 12.43% | 1,027,458 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $2,224.69万 | 9.16% | 69,346 | 6,357 | 10.1% | $203.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,831.34万 | 7.54% | 237,498 | 10,429 | 4.6% | $80.42万 | 加仓 |
| IXUS | ISHARES TR | $1,240.94万 | 5.11% | 143,229 | 976 | 0.7% | $8.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,150.19万 | 4.74% | 104,118 | 4,646 | 4.7% | $51.32万 | 加仓 |
| MUB | ISHARES TR | $1,063.89万 | 4.38% | 100,225 | 6,830 | 7.3% | $72.50万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $933.17万 | 3.84% | 93,448 | 1,985 | 2.2% | $19.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $900.94万 | 3.71% | 122,344 | 2,817 | 2.4% | $20.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $728.45万 | 3.00% | 82,125 | 6,383 | 8.4% | $56.62万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $653.52万 | 2.69% | 84,675 | 10,765 | 14.6% | $83.08万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $562.41万 | 2.32% | 261,708 | 1,370 | 0.5% | $2.94万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $479.74万 | 1.98% | 96,160 | 422 | 0.4% | $2.11万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $432.01万 | 1.78% | 53,612 | -75 | -0.1% | -$6,044 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $403.79万 | 1.66% | 151,745 | 12,387 | 8.9% | $32.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $399.97万 | 1.65% | 6,694 | -164 | -2.4% | -$9.80万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $379.50万 | 1.56% | 151,196 | 295 | 0.2% | $7,404 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $367.36万 | 1.51% | 104,840 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $333.02万 | 1.37% | 13,122 | -60 | -0.5% | -$1.52万 | 减仓 |
| AMZN | AMAZON COM INC | $332.17万 | 1.37% | 15,949 | -3,281 | -17.1% | -$68.33万 | 减仓 |
| ITOT | ISHARES TR | $285.94万 | 1.18% | 20,076 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $277.71万 | 1.14% | 71,464 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $263.69万 | 1.09% | 46,376 | 2,408 | 5.5% | $13.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $235.44万 | 0.97% | 6,360 | -3,081 | -32.6% | -$114.05万 | 减仓 |
| SGOV | ISHARES TR | $229.64万 | 0.95% | 22,813 | 3,217 | 16.4% | $32.38万 | 加仓 |
| TIP | ISHARES TR | $208.25万 | 0.86% | 18,870 | -803 | -4.1% | -$8.86万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $183.90万 | 0.76% | 16,380 | 127 | 0.8% | $1.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $167.34万 | 0.69% | 22,282 | -526 | -2.3% | -$3.95万 | 减仓 |
| ESGD | ISHARES TR | $151.24万 | 0.62% | 15,817 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $143.48万 | 0.59% | 22,975 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $133.74万 | 0.55% | 4,475 | -236 | -5.0% | -$7.05万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $120.73万 | 0.50% | 16,831 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $117.51万 | 0.48% | 5,710 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $109.77万 | 0.45% | 6,294 | 98 | 1.6% | $1.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.32万 | 0.38% | 1,435 | 0 | 0.0% | — | 不变 |
| CAOS | EA SERIES TRUST | $90.89万 | 0.37% | 10,014 | 276 | 2.8% | $2.50万 | 加仓 |
| GOOG | ALPHABET INC | $87.15万 | 0.36% | 3,038 | -8,931 | -74.6% | -$256.21万 | 减仓 |
| MINT | PIMCO ETF TR | $85.22万 | 0.35% | 8,474 | 50 | 0.6% | $5,028 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.95万 | 0.31% | 1,585 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.30% | 1 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $71.80万 | 0.30% | 12,131 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $71.69万 | 0.30% | 1,253 | -56 | -4.3% | -$3.20万 | 减仓 |
| RTX | RTX CORPORATION | $69.00万 | 0.28% | 3,577 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $67.00万 | 0.28% | 7,600 | 318 | 4.4% | $2.80万 | 加仓 |
| ESGU | ISHARES TR | $60.97万 | 0.25% | 4,311 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $60.14万 | 0.25% | 2,135 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $57.46万 | 0.24% | 124,920 | 9,530 | 8.3% | $4.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $57.44万 | 0.24% | 11,955 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $57.36万 | 0.24% | 10,613 | -1,538 | -12.7% | -$8.31万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $56.42万 | 0.23% | 10,690 | 38 | 0.4% | $2,006 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.68万 | 0.22% | 6,366 | -97 | -1.5% | -$8,027 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $52.62万 | 0.22% | 6,638 | -213 | -3.1% | -$1.69万 | 减仓 |
| GOOGL | ALPHABET INC | $50.18万 | 0.21% | 1,745 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $48.75万 | 0.20% | 2,611 | -24 | -0.9% | -$4,481 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.54万 | 0.18% | 437 | -6,077 | -93.3% | -$605.53万 | 减仓 |
| AGG | ISHARES TR | $40.52万 | 0.17% | 4,082 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.70万 | 0.16% | 1,145 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.58万 | 0.14% | 2,702 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $31.80万 | 0.13% | 12,849 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $31.30万 | 0.13% | 1,573 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $30.73万 | 0.13% | 11,984 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $30.16万 | 0.12% | 6,163 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $29.48万 | 0.12% | 12,698 | -143 | -1.1% | -$3,320 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.00万 | 0.12% | 986 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.64万 | 0.12% | 4,470 | -1,600 | -26.4% | -$10.25万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $28.63万 | 0.12% | 2,808 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $26.03万 | 0.11% | 730 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.43万 | 0.10% | 822 | -29 | -3.4% | -$8,971 | 减仓 |
| OEF | ISHARES TR | $25.03万 | 0.10% | 787 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.81万 | 0.10% | 1,015 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $24.45万 | 0.10% | 3,399 | -14 | -0.4% | -$1,007 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.25万 | 0.10% | 7,905 | -252 | -3.1% | -$7,732 | 减仓 |
| — | EXXON MOBIL CORP | $23.96万 | 0.10% | 1,412 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $23.94万 | 0.10% | 7,381 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.75万 | 0.09% | 5,155 | 61 | 1.2% | $2,692 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.72万 | 0.09% | 8,157 | -6,196 | -43.2% | -$17.26万 | 减仓 |
| HD | HOME DEPOT INC | $22.63万 | 0.09% | 688 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $21.32万 | 0.09% | 1,046 | -948 | -47.5% | -$19.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $20.83万 | 0.09% | 609 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $19.84万 | 0.08% | 959 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $19.70万 | 0.08% | 462 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $19.30万 | 0.08% | 638 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $18.61万 | 0.08% | 10,174 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $18.44万 | 0.08% | 863 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $18.33万 | 0.08% | 754 | -440 | -36.9% | -$10.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $17.86万 | 0.07% | 822 | 2 | 0.2% | $435 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $17.83万 | 0.07% | 1,421 | 51 | 3.7% | $6,399 | 加仓 |
| VB | VANGUARD INDEX FDS | $17.50万 | 0.07% | 668 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $17.04万 | 0.07% | 129 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $16.94万 | 0.07% | 1,744 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $16.64万 | 0.07% | 2,499 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $16.35万 | 0.07% | 4,962 | -1,987 | -28.6% | -$6.55万 | 减仓 |
| IJH | ISHARES TR | $16.34万 | 0.07% | 2,420 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $16.14万 | 0.07% | 2,080 | -61 | -2.8% | -$4,733 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $15.90万 | 0.07% | 2,159 | 699 | 47.9% | $5.15万 | 加仓 |
| BOXX | EA SERIES TRUST | $14.87万 | 0.06% | 1,279 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $14.57万 | 0.06% | 392 | 12 | 3.2% | $4,461 | 加仓 |
| NFLX | NETFLIX INC. | $14.19万 | 0.06% | 1,476 | 76 | 5.4% | $7,307 | 加仓 |
| MCD | MCDONALDS CORP | $13.99万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $13.73万 | 0.06% | 6,338 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $13.35万 | 0.05% | 4,557 | -184 | -3.9% | -$5,389 | 减仓 |