Councilor Wealth, LLC
BETHESDA MD · SEC CIK 0002052759
$2.47亿2026Q2 申报市值
88持仓数
42.3%前十大占比 · 第一大 6.2%
3 / 2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
IVOO 加仓+$116.75万
VIOO 加仓+$89.46万
VTV 加仓+$75.27万
VV 加仓+$67.65万
VGSH 加仓+$56.90万
2026Q2 卖出最多 按季末市值估算
IJT 减仓-$34.72万
SCHV 减仓-$33.22万
MDYG 减仓-$30.42万
SCHG 减仓-$27.41万
MDYV 减仓-$27.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1,532.80万 | 6.20% | 520,828 | -5,778 | -1.1% | -$17.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,291.94万 | 5.23% | 160,350 | 3,998 | 2.6% | $32.21万 | 加仓 |
| IJR | ISHARES TR | $1,167.53万 | 4.72% | 78,722 | -702 | -0.9% | -$10.41万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,126.78万 | 4.56% | 332,973 | -8,099 | -2.4% | -$27.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $958.52万 | 3.88% | 27,871 | 1,967 | 7.6% | $67.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $935.11万 | 3.78% | 42,908 | 3,454 | 8.8% | $75.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $922.68万 | 3.73% | 265,062 | -9,543 | -3.5% | -$33.22万 | 减仓 |
| IJS | ISHARES TR | $918.14万 | 3.71% | 67,174 | -255 | -0.4% | -$3.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $849.34万 | 3.44% | 11,533 | 428 | 3.9% | $31.52万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $764.65万 | 3.09% | 38,697 | 626 | 1.6% | $12.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $732.92万 | 2.97% | 85,084 | 6,268 | 8.0% | $53.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $693.52万 | 2.81% | 22,879 | 905 | 4.1% | $27.43万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $644.49万 | 2.61% | 17,623 | 18 | 0.1% | $6,583 | 加仓 |
| VOT | VANGUARD INDEX FDS | $614.23万 | 2.49% | 20,053 | -15 | -0.1% | -$4,595 | 减仓 |
| IWS | ISHARES TR | $583.53万 | 2.36% | 35,451 | -466 | -1.3% | -$7.67万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $568.15万 | 2.30% | 59,899 | -2,859 | -4.6% | -$27.12万 | 减仓 |
| IJH | ISHARES TR | $566.01万 | 2.29% | 73,402 | -1,178 | -1.6% | -$9.08万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $524.93万 | 2.12% | 145,289 | -6,289 | -4.1% | -$22.72万 | 减仓 |
| IQLT | ISHARES TR | $518.31万 | 2.10% | 104,603 | 5,523 | 5.6% | $27.37万 | 加仓 |
| IJT | ISHARES TR | $507.94万 | 2.06% | 28,440 | -1,944 | -6.4% | -$34.72万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $488.55万 | 1.98% | 43,585 | -2,714 | -5.9% | -$30.42万 | 减仓 |
| IWP | ISHARES TR | $472.19万 | 1.91% | 32,251 | -587 | -1.8% | -$8.59万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $454.78万 | 1.84% | 18,716 | 563 | 3.1% | $13.68万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $446.02万 | 1.80% | 40,877 | -2,352 | -5.4% | -$25.66万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $424.42万 | 1.72% | 115,113 | -3,286 | -2.8% | -$12.12万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $369.64万 | 1.50% | 28,347 | 8,953 | 46.2% | $116.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $331.49万 | 1.34% | 8,958 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $309.37万 | 1.25% | 28,043 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $308.13万 | 1.25% | 10,648 | 449 | 4.4% | $12.99万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $275.01万 | 1.11% | 23,085 | -2,256 | -8.9% | -$26.88万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $258.49万 | 1.05% | 18,793 | 6,504 | 52.9% | $89.46万 | 加仓 |
| IVE | ISHARES TR | $258.22万 | 1.04% | 11,372 | 4 | 0.0% | $908 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $228.18万 | 0.92% | 39,206 | 9,777 | 33.2% | $56.90万 | 加仓 |
| SHY | ISHARES TR | $190.60万 | 0.77% | 23,212 | -1,390 | -5.6% | -$11.41万 | 减仓 |
| SDY | SPDR SERIES TRUST | $162.27万 | 0.66% | 10,663 | 10 | 0.1% | $1,522 | 加仓 |
| MLRG | ISHARES TR | $160.30万 | 0.65% | 15,465 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $136.63万 | 0.55% | 24,328 | -1,384 | -5.4% | -$7.77万 | 减仓 |
| IVV | ISHARES TR | $131.96万 | 0.53% | 1,762 | 1 | 0.1% | $749 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $124.82万 | 0.50% | 5,275 | -38 | -0.7% | -$8,992 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $119.33万 | 0.48% | 11,303 | 363 | 3.3% | $3.83万 | 加仓 |
| VHT | VANGUARD WORLD FD | $111.72万 | 0.45% | 3,736 | 1 | 0.0% | $299 | 加仓 |
| LRCX | LAM RESEARCH CORP | $108.33万 | 0.44% | 2,500 | -380 | -13.2% | -$16.47万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $107.57万 | 0.44% | 23,725 | 125 | 0.5% | $5,668 | 加仓 |
| AMZN | AMAZON COM INC | $106.51万 | 0.43% | 4,469 | 273 | 6.5% | $6.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $104.02万 | 0.42% | 8,702 | 6 | 0.1% | $717 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $101.46万 | 0.41% | 32,623 | -3,974 | -10.9% | -$12.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $98.94万 | 0.40% | 4,945 | 546 | 12.4% | $10.92万 | 加仓 |
| IVW | ISHARES TR | $97.32万 | 0.39% | 7,076 | 1 | 0.0% | $138 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $82.02万 | 0.33% | 9,263 | -290 | -3.0% | -$2.57万 | 减仓 |
| TSLA | TESLA INC | $82.02万 | 0.33% | 1,950 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $79.38万 | 0.32% | 6,225 | 1 | 0.0% | $128 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $78.36万 | 0.32% | 24,712 | -2,005 | -7.5% | -$6.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $70.81万 | 0.29% | 9,377 | -75 | -0.8% | -$5,663 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.42万 | 0.28% | 2,151 | 139 | 6.9% | $4.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $69.97万 | 0.28% | 1,875 | 216 | 13.0% | $8.06万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $63.16万 | 0.26% | 2,916 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $61.18万 | 0.25% | 4,230 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.56万 | 0.24% | 1,685 | -34 | -2.0% | -$1.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $58.86万 | 0.24% | 2,317 | 71 | 3.2% | $1.80万 | 加仓 |
| IGSB | ISHARES TR | $56.82万 | 0.23% | 10,841 | -551 | -4.8% | -$2.89万 | 减仓 |
| META | META PLATFORMS INC | $55.15万 | 0.22% | 979 | 59 | 6.4% | $3.32万 | 加仓 |
| DGRW | WISDOMTREE TR | $54.00万 | 0.22% | 5,647 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $53.55万 | 0.22% | 446 | 46 | 11.5% | $5.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $51.64万 | 0.21% | 5,876 | 4 | 0.1% | $352 | 加仓 |
| TIP | ISHARES TR | $51.34万 | 0.21% | 4,691 | 72 | 1.6% | $7,881 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.00万 | 0.21% | 683 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $51.00万 | 0.21% | 5,564 | -705 | -11.2% | -$6.46万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $44.28万 | 0.18% | 4,460 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $39.89万 | 0.16% | 1,116 | 335 | 42.9% | $11.97万 | 加仓 |
| V | VISA INC | $38.26万 | 0.15% | 1,115 | 51 | 4.8% | $1.75万 | 加仓 |
| HD | HOME DEPOT INC | $34.73万 | 0.14% | 984 | 83 | 9.2% | $2.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.25万 | 0.14% | 487 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $30.10万 | 0.12% | 4,003 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $30.00万 | 0.12% | 30,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.84万 | 0.12% | 1,185 | -88 | -6.9% | -$2.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.64万 | 0.12% | 293 | 61 | 26.3% | $6.17万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $29.62万 | 0.12% | 5,136 | -112 | -2.1% | -$6,460 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.83万 | 0.12% | 4,046 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.75万 | 0.11% | 286 | 24 | 9.2% | $2.25万 | 加仓 |
| TJX | TJX COS INC NEW | $25.94万 | 0.10% | 1,712 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $24.96万 | 0.10% | 2,512 | 4 | 0.2% | $398 | 加仓 |
| CPRT | COPART INC | $24.65万 | 0.10% | 8,744 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $24.24万 | 0.10% | 352 | 352 | — | $24.24万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $24.15万 | 0.10% | 334 | 334 | — | $24.15万 | 新建仓 |
| IYE | ISHARES TR | $23.88万 | 0.10% | 4,219 | 17 | 0.4% | $962 | 加仓 |
| VDC | VANGUARD WORLD FD | $22.75万 | 0.09% | 1,008 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $21.44万 | 0.09% | 1,216 | 1,216 | — | $21.44万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.50万 | 0.08% | 1,150 | 1,104 | 2,400.0% | $19.68万 | 重新持有 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -532 | -100.0% | -$22.89万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -723 | -100.0% | -$22.47万 | 清仓 |