WealthCollab, LLC
BELLEVUE WA · SEC CIK 0002017870
$2.76亿2026Q2 申报市值
969持仓数
54.7%前十大占比 · 第一大 11.8%
59 / 99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
SSRM 加仓+$350.89万
LLY 加仓+$76.16万
JNJ 加仓+$73.52万
VTI 加仓+$53.25万
MUB 加仓+$46.19万
2026Q2 卖出最多 按季末市值估算
G 减仓-$6.88万
VICI 减仓-$3.89万
AMD 减仓-$3.72万
ACI 清仓-$3.72万
CALM 减仓-$3.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SSRM | SSR MINING IN | $3,256.54万 | 11.80% | 1,151,535 | 124,077 | 12.1% | $350.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,619.33万 | 9.49% | 70,785 | 1,439 | 2.1% | $53.25万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,039.45万 | 7.39% | 238,561 | 1,063 | 0.4% | $9.09万 | 加仓 |
| IXUS | ISHARES TR | $1,366.98万 | 4.95% | 143,229 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1,308.74万 | 4.74% | 104,901 | 783 | 0.8% | $9.77万 | 加仓 |
| MUB | ISHARES TR | $1,124.81万 | 4.07% | 104,517 | 4,292 | 4.3% | $46.19万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $980.61万 | 3.55% | 95,159 | 1,711 | 1.8% | $17.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $916.41万 | 3.32% | 124,835 | 2,491 | 2.0% | $18.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $827.36万 | 3.00% | 85,799 | 3,674 | 4.5% | $35.43万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $674.37万 | 2.44% | 87,923 | 3,248 | 3.8% | $24.91万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $620.88万 | 2.25% | 262,197 | 489 | 0.2% | $1.16万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $530.25万 | 1.92% | 104,834 | 8,674 | 9.0% | $43.87万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $524.44万 | 1.90% | 54,352 | 740 | 1.4% | $7.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $461.95万 | 1.67% | 6,726 | 32 | 0.5% | $2.20万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $437.93万 | 1.59% | 151,220 | 24 | 0.0% | $695 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $432.22万 | 1.57% | 163,102 | 11,357 | 7.5% | $30.10万 | 加仓 |
| AMZN | AMAZON COM INC | $415.16万 | 1.50% | 17,419 | 1,470 | 9.2% | $35.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $406.67万 | 1.47% | 104,840 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $384.33万 | 1.39% | 13,282 | 160 | 1.2% | $4.63万 | 加仓 |
| ITOT | ISHARES TR | $329.79万 | 1.19% | 20,076 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $317.01万 | 1.15% | 71,464 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $280.07万 | 1.01% | 48,590 | 2,214 | 4.8% | $12.76万 | 加仓 |
| SGOV | ISHARES TR | $265.04万 | 0.96% | 26,328 | 3,515 | 15.4% | $35.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $249.52万 | 0.90% | 6,689 | 329 | 5.2% | $12.27万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $216.61万 | 0.78% | 16,380 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $206.29万 | 0.75% | 18,851 | -19 | -0.1% | -$2,079 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $190.64万 | 0.69% | 22,763 | 481 | 2.2% | $4.03万 | 加仓 |
| ESGD | ISHARES TR | $162.61万 | 0.59% | 15,817 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $160.60万 | 0.58% | 22,975 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $155.37万 | 0.56% | 7,765 | 1,471 | 23.4% | $29.43万 | 加仓 |
| VV | VANGUARD INDEX FDS | $153.90万 | 0.56% | 4,475 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $149.97万 | 0.54% | 4,244 | 1,206 | 39.7% | $42.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $140.59万 | 0.51% | 5,710 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $139.65万 | 0.51% | 16,960 | 129 | 0.8% | $1.06万 | 加仓 |
| INTC | INTEL CORP | $114.19万 | 0.41% | 8,178 | 3,023 | 58.6% | $42.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $107.16万 | 0.39% | 1,435 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $99.30万 | 0.36% | 3,910 | 2,895 | 285.2% | $73.52万 | 加仓 |
| LLY | ELI LILLY & CO | $90.68万 | 0.33% | 756 | 635 | 524.8% | $76.16万 | 加仓 |
| CAOS | EA SERIES TRUST | $90.62万 | 0.33% | 10,029 | 15 | 0.1% | $1,355 | 加仓 |
| MINT | PIMCO ETF TR | $85.91万 | 0.31% | 8,522 | 48 | 0.6% | $4,839 | 加仓 |
| GOOGL | ALPHABET INC | $85.59万 | 0.31% | 2,395 | 650 | 37.2% | $23.23万 | 加仓 |
| USRT | ISHARES TR | $80.61万 | 0.29% | 12,131 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.31万 | 0.29% | 1,585 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $76.27万 | 0.28% | 1,354 | 101 | 8.1% | $5.69万 | 加仓 |
| CLS | CELESTICA INC | $75.62万 | 0.27% | 2,073 | -62 | -2.9% | -$2.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.27% | 1 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $70.56万 | 0.26% | 4,311 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $69.33万 | 0.25% | 3,654 | 77 | 2.2% | $1.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.24万 | 0.24% | 1,366 | 221 | 19.3% | $10.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.92万 | 0.24% | 10,876 | 263 | 2.5% | $1.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $58.46万 | 0.21% | 12,070 | 115 | 1.0% | $5,569 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $58.10万 | 0.21% | 10,754 | 64 | 0.6% | $3,457 | 加仓 |
| IAU | ISHARES GOLD TR | $57.39万 | 0.21% | 7,600 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $55.33万 | 0.20% | 124,612 | -308 | -0.2% | -$1,368 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $54.01万 | 0.20% | 6,834 | 196 | 3.0% | $1.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $53.42万 | 0.19% | 6,463 | 97 | 1.5% | $8,017 | 加仓 |
| BA | BOEING CO | $52.08万 | 0.19% | 2,406 | 833 | 53.0% | $18.03万 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.79万 | 0.19% | 716 | 107 | 17.6% | $7.74万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $48.34万 | 0.18% | 9,163 | 3,000 | 48.7% | $15.83万 | 加仓 |
| CSCO | CISCO SYS INC | $46.74万 | 0.17% | 3,979 | 1,899 | 91.3% | $22.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.40万 | 0.17% | 496 | 59 | 13.5% | $5.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $42.94万 | 0.16% | 372 | 19 | 5.4% | $2.19万 | 加仓 |
| CRM | SALESFORCE INC | $40.92万 | 0.15% | 2,612 | 1 | 0.0% | $157 | 加仓 |
| AGG | ISHARES TR | $40.40万 | 0.15% | 4,082 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.76万 | 0.14% | 1,184 | 198 | 20.1% | $6.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.03万 | 0.13% | 5,197 | 727 | 16.3% | $5.18万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.61万 | 0.13% | 12,854 | 5 | 0.0% | $138 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.27万 | 0.13% | 11,984 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $32.03万 | 0.12% | 2,808 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.49万 | 0.11% | 834 | 12 | 1.5% | $4,531 | 加仓 |
| WMT | WALMART INC | $30.60万 | 0.11% | 2,702 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.46万 | 0.11% | 1,083 | 783 | 261.0% | $22.02万 | 加仓 |
| IWB | ISHARES TR | $29.89万 | 0.11% | 730 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $29.37万 | 0.11% | 12,698 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $28.79万 | 0.10% | 787 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $28.09万 | 0.10% | 7,381 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $26.86万 | 0.10% | 135 | 6 | 4.7% | $1.19万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.37万 | 0.09% | 8,157 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $25.10万 | 0.09% | 7,914 | 9 | 0.1% | $285 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $24.60万 | 0.09% | 2,779 | 1,124 | 67.9% | $9.95万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.53万 | 0.09% | 3,399 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.48万 | 0.09% | 694 | 6 | 0.9% | $2,116 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $23.97万 | 0.09% | 1,258 | 334 | 36.1% | $6.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.13万 | 0.08% | 952 | 130 | 15.8% | $3.16万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $23.05万 | 0.08% | 2,885 | 726 | 33.6% | $5.80万 | 加仓 |
| IWF | ISHARES TR | $22.95万 | 0.08% | 1,848 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $22.61万 | 0.08% | 5,011 | 161 | 3.3% | $7,264 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.37万 | 0.08% | 385 | -64 | -14.3% | -$3.72万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $22.09万 | 0.08% | 2,699 | 200 | 8.0% | $1.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.58万 | 0.08% | 638 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.50万 | 0.08% | 1,673 | 1,428 | 582.9% | $18.35万 | 加仓 |
| — | ELECTRONIC ARTS INC | $21.45万 | 0.08% | 1,046 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $20.92万 | 0.08% | 863 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $20.85万 | 0.08% | 10,174 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $20.25万 | 0.07% | 668 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $19.30万 | 0.07% | 1,412 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $18.69万 | 0.07% | 1,380 | 765 | 124.4% | $10.36万 | 加仓 |
| IJH | ISHARES TR | $18.66万 | 0.07% | 2,420 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $18.12万 | 0.07% | 1,744 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $17.99万 | 0.07% | 4,962 | 0 | 0.0% | — | 不变 |