Martel Wealth Advisors LLC
VANCOUVER WA · SEC CIK 0002039437
$6.36亿2026Q2 申报市值
61持仓数
86.0%前十大占比 · 第一大 20.3%
4 / 17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
VCRB 加仓+$709.26万
BSV 加仓+$453.27万
VUG 加仓+$355.81万
VYM 加仓+$192.92万
VSGX 加仓+$42.20万
2026Q2 卖出最多 按季末市值估算
CAT 清仓-$283.38万
MAR 减仓-$111.51万
IEMG 减仓-$77.26万
SGI 清仓-$67.90万
GOOG 清仓-$57.95万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$283.38万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -9,186 | -100.0% | -$67.90万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -2,020 | -100.0% | -$57.95万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$55.06万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -5,078 | -100.0% | -$45.90万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$44.13万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -5,158 | -100.0% | -$40.02万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,000 | -100.0% | -$39.66万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$39.65万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$39.31万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$39.14万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$36.36万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,500 | -100.0% | -$33.00万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$28.19万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,166 | -100.0% | -$23.69万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,740 | -100.0% | -$22.91万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,281 | -100.0% | -$21.73万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.11万 | 0.03% | 2,048 | 2,048 | — | $20.11万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.30万 | 0.03% | 217 | -11 | -4.8% | -$1.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.55万 | 0.03% | 2,011 | 2,011 | — | $20.55万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.71万 | 0.03% | 2,400 | 0 | 0.0% | — | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $22.46万 | 0.04% | 606 | -3,009 | -83.2% | -$111.51万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $23.99万 | 0.04% | 1,814 | -386 | -17.5% | -$5.10万 | 减仓 |
| ABBV | ABBVIE INC | $24.33万 | 0.04% | 967 | -125 | -11.4% | -$3.15万 | 减仓 |
| ZTS | ZOETIS INC | $25.24万 | 0.04% | 3,512 | 512 | 17.1% | $3.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.56万 | 0.04% | 639 | 639 | — | $26.56万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.61万 | 0.04% | 7,240 | -3,400 | -32.0% | -$12.50万 | 减仓 |
| WMT | WALMART INC | $27.18万 | 0.04% | 2,400 | -300 | -11.1% | -$3.40万 | 减仓 |
| NVO | NOVO-NORDISK A S | $28.76万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.77万 | 0.05% | 1,350 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $29.86万 | 0.05% | 975 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $33.15万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $34.04万 | 0.05% | 2,080 | 2,080 | — | $34.04万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $34.11万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.42万 | 0.07% | 3,059 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $51.37万 | 0.08% | 2,023 | 193 | 10.5% | $4.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.17万 | 0.09% | 19,424 | 16 | 0.1% | $471 | 加仓 |
| CVX | CHEVRON CORPORATION | $59.34万 | 0.09% | 3,580 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $63.20万 | 0.10% | 3,867 | 18 | 0.5% | $2,942 | 加仓 |
| AAPL | APPLE INC | $63.91万 | 0.10% | 2,209 | 50 | 2.3% | $1.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $69.19万 | 0.11% | 4,718 | 89 | 1.9% | $1.31万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $70.31万 | 0.11% | 8,395 | 39 | 0.5% | $3,266 | 加仓 |
| VSGX | VANGUARD WORLD FD | $73.95万 | 0.12% | 8,981 | 5,125 | 132.9% | $42.20万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $81.14万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $83.58万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $83.76万 | 0.13% | 2,246 | 211 | 10.4% | $7.87万 | 加仓 |
| AVGO | BROADCOM INC | $85.75万 | 0.13% | 2,270 | 310 | 15.8% | $11.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $86.85万 | 0.14% | 4,340 | 2,033 | 88.1% | $40.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.03万 | 0.14% | 2,352 | -213 | -8.3% | -$7.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.67万 | 0.16% | 1,375 | 92 | 7.2% | $6.87万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $106.93万 | 0.17% | 11,089 | 517 | 4.9% | $4.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $200.44万 | 0.32% | 2,918 | -108 | -3.6% | -$7.42万 | 减仓 |
| TSLA | TESLA INC | $203.91万 | 0.32% | 4,848 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $223.90万 | 0.35% | 87,596 | 1,851 | 2.2% | $4.73万 | 加仓 |
| EMB | ISHARES TR | $225.40万 | 0.35% | 23,372 | 320 | 1.4% | $3.09万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $228.48万 | 0.36% | 97,475 | 2,224 | 2.3% | $5.21万 | 加仓 |
| HYLB | DBX ETF TR | $266.34万 | 0.42% | 72,929 | 2,639 | 3.8% | $9.64万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $301.90万 | 0.47% | 39,516 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $390.48万 | 0.61% | 18,352 | -216 | -1.2% | -$4.60万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $394.62万 | 0.62% | 81,483 | 2,580 | 3.3% | $12.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $439.96万 | 0.69% | 18,106 | -374 | -2.0% | -$9.09万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $454.46万 | 0.71% | 12,427 | -767 | -5.8% | -$28.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $551.45万 | 0.87% | 18,192 | -1,149 | -5.9% | -$34.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $646.55万 | 1.02% | 108,318 | -5,379 | -4.7% | -$32.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $727.71万 | 1.14% | 33,392 | -369 | -1.1% | -$8.04万 | 减仓 |
| AMZN | AMAZON COM INC | $798.77万 | 1.26% | 33,514 | -408 | -1.2% | -$9.72万 | 减仓 |
| IEMG | ISHARES INC | $1,057.71万 | 1.66% | 127,681 | -9,326 | -6.8% | -$77.26万 | 减仓 |
| MUB | ISHARES TR | $1,126.05万 | 1.77% | 104,632 | 1,040 | 1.0% | $11.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,159.17万 | 1.82% | 162,690 | -7,219 | -4.2% | -$51.44万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,516.15万 | 2.39% | 448,035 | -7,396 | -1.6% | -$25.03万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,629.09万 | 2.56% | 467,996 | -14,443 | -3.0% | -$50.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,768.50万 | 2.78% | 74,740 | -622 | -0.8% | -$14.72万 | 减仓 |
| IEFA | ISHARES TR | $2,460.58万 | 3.87% | 254,771 | -4,489 | -1.7% | -$43.35万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $7,763.40万 | 12.21% | 996,458 | 58,179 | 6.2% | $453.27万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.18亿 | 18.58% | 747,548 | 12,208 | 1.7% | $192.92万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.25亿 | 19.68% | 1,452,410 | 41,306 | 2.9% | $355.81万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1.29亿 | 20.32% | 1,672,614 | 91,834 | 5.8% | $709.26万 | 加仓 |