Martel Wealth Advisors LLC
VANCOUVER WA · SEC CIK 0002039437
$5.87亿2026Q1 申报市值
73持仓数
84.6%前十大占比 · 第一大 20.8%
6 / 3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
VCRB 加仓+$585.55万
BSV 加仓+$422.94万
VUG 加仓+$276.14万
VYM 加仓+$138.31万
CAT 加仓+$70.85万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$89.16万
VEA 减仓-$87.28万
SPY 减仓-$71.97万
IEMG 减仓-$61.93万
VIG 减仓-$51.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $1.22亿 | 20.82% | 1,580,780 | 75,672 | 5.0% | $585.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.09亿 | 18.54% | 735,340 | 9,339 | 1.3% | $138.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.03亿 | 17.49% | 235,184 | 6,322 | 2.8% | $276.14万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $7,357.04万 | 12.52% | 938,279 | 53,940 | 6.1% | $422.94万 | 加仓 |
| IEFA | ISHARES TR | $2,347.08万 | 4.00% | 259,260 | -9,849 | -3.7% | -$89.16万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,620.73万 | 2.76% | 75,362 | -2,405 | -3.1% | -$51.72万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,471.44万 | 2.50% | 482,439 | -15,972 | -3.2% | -$48.71万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,326.67万 | 2.26% | 455,431 | -8,327 | -1.8% | -$24.26万 | 减仓 |
| MUB | ISHARES TR | $1,099.63万 | 1.87% | 103,592 | 2,640 | 2.6% | $28.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,088.78万 | 1.85% | 169,909 | -13,621 | -7.4% | -$87.28万 | 减仓 |
| IEMG | ISHARES INC | $955.62万 | 1.63% | 137,007 | -8,879 | -6.1% | -$61.93万 | 减仓 |
| AMZN | AMAZON COM INC | $706.49万 | 1.20% | 33,922 | -125 | -0.4% | -$2.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $662.39万 | 1.13% | 33,761 | -883 | -2.5% | -$17.32万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $614.53万 | 1.05% | 113,697 | -4,318 | -3.7% | -$23.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $506.58万 | 0.86% | 19,341 | -81 | -0.4% | -$2.12万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $401.48万 | 0.68% | 18,480 | -470 | -2.5% | -$10.21万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $398.79万 | 0.68% | 13,194 | -374 | -2.8% | -$11.30万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $379.13万 | 0.65% | 78,903 | 3,956 | 5.3% | $19.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $356.36万 | 0.61% | 18,568 | 453 | 2.5% | $8.69万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $287.24万 | 0.49% | 39,516 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $283.38万 | 0.48% | 4,000 | 1,000 | 33.3% | $70.85万 | 加仓 |
| HYLB | DBX ETF TR | $254.17万 | 0.43% | 70,290 | 442 | 0.6% | $1.60万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $222.13万 | 0.38% | 95,251 | 4,213 | 4.6% | $9.82万 | 加仓 |
| EMB | ISHARES TR | $216.53万 | 0.37% | 23,052 | 305 | 1.3% | $2.86万 | 加仓 |
| EMLC | VANECK ETF TRUST | $215.31万 | 0.37% | 85,745 | -107 | -0.1% | -$2,687 | 减仓 |
| VOO | VANGUARD INDEX FDS | $180.82万 | 0.31% | 3,026 | -86 | -2.8% | -$5.14万 | 减仓 |
| TSLA | TESLA INC | $180.22万 | 0.31% | 4,848 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $118.24万 | 0.20% | 3,615 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $93.78万 | 0.16% | 10,572 | -149 | -1.4% | -$1.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.41万 | 0.14% | 1,283 | -1,107 | -46.3% | -$71.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $82.30万 | 0.14% | 2,565 | 11 | 0.4% | $3,529 | 加仓 |
| ECL | ECOLAB INC | $79.81万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $78.09万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $75.34万 | 0.13% | 2,035 | 38 | 1.9% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $74.07万 | 0.13% | 3,580 | 2,000 | 126.6% | $41.38万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $67.90万 | 0.12% | 9,186 | 9,186 | — | $67.90万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $66.86万 | 0.11% | 4,629 | 80 | 1.8% | $1.16万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.75万 | 0.11% | 8,356 | 13 | 0.2% | $976 | 加仓 |
| AVGO | BROADCOM INC | $60.66万 | 0.10% | 1,960 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $57.95万 | 0.10% | 2,020 | 2,020 | — | $57.95万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $55.80万 | 0.09% | 3,849 | -159 | -4.0% | -$2.30万 | 减仓 |
| HD | HOME DEPOT INC | $55.06万 | 0.09% | 1,674 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $54.79万 | 0.09% | 2,159 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $49.76万 | 0.08% | 19,408 | -677 | -3.4% | -$1.74万 | 减仓 |
| PEP | PEPSICO INC | $47.50万 | 0.08% | 3,059 | 59 | 2.0% | $9,162 | 加仓 |
| OKE | ONEOK INC NEW | $45.90万 | 0.08% | 5,078 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.73万 | 0.08% | 1,830 | 28 | 1.6% | $6,844 | 加仓 |
| ORCL | ORACLE CORP | $44.13万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $40.26万 | 0.07% | 10,640 | 3,400 | 47.0% | $12.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $40.23万 | 0.07% | 2,307 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.02万 | 0.07% | 5,158 | -200 | -3.7% | -$1.55万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $39.66万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $39.65万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $39.31万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $39.14万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $36.36万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $35.46万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.56万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.00万 | 0.06% | 2,500 | 2,500 | — | $33.00万 | 新建仓 |
| LOW | LOWES COS INC | $31.90万 | 0.05% | 1,350 | 1,350 | — | $31.90万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $31.45万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.19万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $27.66万 | 0.05% | 3,856 | -244 | -6.0% | -$1.75万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $27.04万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $25.09万 | 0.04% | 975 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $24.70万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.75万 | 0.04% | 1,092 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.69万 | 0.04% | 1,166 | 78 | 7.2% | $1.58万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $22.91万 | 0.04% | 3,740 | 3,740 | — | $22.91万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.72万 | 0.04% | 228 | 9 | 4.1% | $8,968 | 重新持有 |
| NVO | NOVO-NORDISK A S | $22.05万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.73万 | 0.04% | 1,281 | 1,281 | — | $21.73万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,958 | -100.0% | -$28.19万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -5,644 | -100.0% | -$25.87万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -5,096 | -100.0% | -$22.69万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |