Councilor Wealth, LLC
BETHESDA MD · SEC CIK 0002052759
$2.06亿2026Q1 申报市值
84持仓数
43.3%前十大占比 · 第一大 6.6%
4 / 1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
IVOO 新建仓+$221.71万
VGSH 新建仓+$172.28万
VIOO 新建仓+$141.12万
VV 加仓+$138.19万
VTV 加仓+$120.86万
2026Q1 卖出最多 按季末市值估算
MDYG 减仓-$93.74万
SLYG 减仓-$69.05万
SCHG 减仓-$58.73万
SCHX 减仓-$51.56万
MDYV 减仓-$43.04万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1,350.22万 | 6.55% | 526,606 | -20,110 | -3.7% | -$51.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,122.55万 | 5.45% | 39,088 | 1,695 | 4.5% | $48.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $993.54万 | 4.82% | 341,072 | -20,162 | -5.6% | -$58.73万 | 减仓 |
| IJR | ISHARES TR | $987.33万 | 4.79% | 79,424 | -1,082 | -1.3% | -$13.45万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $837.55万 | 4.07% | 274,605 | -8,844 | -3.1% | -$26.97万 | 减仓 |
| IJS | ISHARES TR | $798.70万 | 3.88% | 67,429 | -2,726 | -3.9% | -$32.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $774.14万 | 3.76% | 25,904 | 4,624 | 21.7% | $138.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $774.09万 | 3.76% | 39,454 | 6,160 | 18.5% | $120.86万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $701.58万 | 3.41% | 38,071 | -24 | -0.1% | -$4,423 | 减仓 |
| VB | VANGUARD INDEX FDS | $575.55万 | 2.79% | 21,974 | 1,680 | 8.3% | $44.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $573.81万 | 2.79% | 13,136 | 2,137 | 19.4% | $93.35万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $534.39万 | 2.59% | 62,758 | -5,054 | -7.5% | -$43.04万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $532.13万 | 2.58% | 17,605 | -248 | -1.4% | -$7.50万 | 减仓 |
| IWS | ISHARES TR | $523.46万 | 2.54% | 35,917 | -1,262 | -3.4% | -$18.39万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $516.47万 | 2.51% | 20,068 | 219 | 1.1% | $5.64万 | 加仓 |
| IJH | ISHARES TR | $503.64万 | 2.44% | 74,580 | -643 | -0.9% | -$4.34万 | 减仓 |
| IQLT | ISHARES TR | $458.05万 | 2.22% | 99,080 | 13,081 | 15.2% | $60.47万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $444.29万 | 2.16% | 46,299 | -9,768 | -17.4% | -$93.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $440.79万 | 2.14% | 151,578 | -1,450 | -0.9% | -$4.22万 | 减仓 |
| IJT | ISHARES TR | $439.70万 | 2.13% | 30,384 | -2,044 | -6.3% | -$29.58万 | 减仓 |
| IWP | ISHARES TR | $420.73万 | 2.04% | 32,838 | -3,178 | -8.8% | -$40.72万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $408.87万 | 1.98% | 43,229 | -4,516 | -9.5% | -$42.71万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $394.39万 | 1.91% | 18,153 | 1,818 | 11.1% | $39.50万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $366.57万 | 1.78% | 118,399 | -733 | -0.6% | -$2.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $287.39万 | 1.40% | 8,958 | -60 | -0.7% | -$1.92万 | 减仓 |
| IWR | ISHARES TR | $272.66万 | 1.32% | 28,043 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $258.85万 | 1.26% | 10,199 | -226 | -2.2% | -$5.74万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $244.85万 | 1.19% | 25,341 | -7,146 | -22.0% | -$69.05万 | 减仓 |
| IVE | ISHARES TR | $240.05万 | 1.17% | 11,368 | -36 | -0.3% | -$7,602 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $221.71万 | 1.08% | 19,394 | 19,394 | — | $221.71万 | 新建仓 |
| SHY | ISHARES TR | $203.14万 | 0.99% | 24,602 | -3,996 | -14.0% | -$33.00万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $172.28万 | 0.84% | 29,429 | 29,429 | — | $172.28万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $155.48万 | 0.75% | 10,653 | 8 | 0.1% | $1,168 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $141.12万 | 0.69% | 12,289 | 12,289 | — | $141.12万 | 新建仓 |
| MLRG | ISHARES TR | $138.97万 | 0.67% | 15,465 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $136.29万 | 0.66% | 12,856 | -411 | -3.1% | -$4.36万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $115.48万 | 0.56% | 10,940 | -2,431 | -18.2% | -$25.66万 | 减仓 |
| IVV | ISHARES TR | $115.04万 | 0.56% | 1,761 | 8 | 0.5% | $5,226 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $114.27万 | 0.55% | 5,313 | 150 | 2.9% | $3.23万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $108.30万 | 0.53% | 23,600 | -125 | -0.5% | -$5,736 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $101.92万 | 0.49% | 36,597 | -1,061 | -2.8% | -$2.95万 | 减仓 |
| VHT | VANGUARD WORLD FD | $101.74万 | 0.49% | 3,735 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $87.39万 | 0.42% | 4,196 | -34 | -0.8% | -$7,081 | 减仓 |
| IAU | ISHARES GOLD TR | $83.33万 | 0.40% | 9,452 | 80 | 0.9% | $7,053 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $81.97万 | 0.40% | 26,717 | -5,463 | -17.0% | -$16.76万 | 减仓 |
| IVW | ISHARES TR | $80.03万 | 0.39% | 7,075 | 1 | 0.0% | $113 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $78.75万 | 0.38% | 9,553 | -2,471 | -20.6% | -$20.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $76.72万 | 0.37% | 4,399 | -134 | -3.0% | -$2.34万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.91万 | 0.37% | 1,087 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $73.24万 | 0.36% | 6,224 | 1 | 0.0% | $118 | 加仓 |
| TSLA | TESLA INC | $72.49万 | 0.35% | 1,950 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $61.53万 | 0.30% | 2,880 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $61.42万 | 0.30% | 1,659 | -83 | -4.8% | -$3.07万 | 减仓 |
| IGSB | ISHARES TR | $59.88万 | 0.29% | 11,392 | -1,895 | -14.3% | -$9.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.19万 | 0.29% | 2,012 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $57.46万 | 0.28% | 6,269 | -1,028 | -14.1% | -$9.42万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $56.98万 | 0.28% | 2,916 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $54.90万 | 0.27% | 2,246 | 1 | 0.0% | $244 | 加仓 |
| META | META PLATFORMS INC | $52.64万 | 0.26% | 920 | -9 | -1.0% | -$5,149 | 减仓 |
| TIP | ISHARES TR | $50.99万 | 0.25% | 4,619 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $50.19万 | 0.24% | 4,230 | -256 | -5.7% | -$3.04万 | 减仓 |
| DGRW | WISDOMTREE TR | $49.61万 | 0.24% | 5,647 | -883 | -13.5% | -$7.76万 | 减仓 |
| GOOG | ALPHABET INC | $49.33万 | 0.24% | 1,719 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $44.95万 | 0.22% | 5,872 | 4 | 0.1% | $306 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $44.64万 | 0.22% | 4,460 | -400 | -8.2% | -$4.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.42万 | 0.22% | 683 | -62 | -8.3% | -$4.03万 | 减仓 |
| LLY | ELI LILLY & CO | $36.83万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.19万 | 0.16% | 1,064 | -143 | -11.8% | -$4.33万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.04万 | 0.15% | 487 | -50 | -9.3% | -$3.08万 | 减仓 |
| HD | HOME DEPOT INC | $29.66万 | 0.14% | 901 | -100 | -10.0% | -$3.29万 | 减仓 |
| CPRT | COPART INC | $29.03万 | 0.14% | 8,744 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $28.56万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $28.14万 | 0.14% | 4,003 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.70万 | 0.13% | 1,273 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.34万 | 0.13% | 1,712 | -98 | -5.4% | -$1.57万 | 减仓 |
| IYE | ISHARES TR | $27.22万 | 0.13% | 4,202 | 4,202 | — | $27.22万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.11万 | 0.13% | 262 | -36 | -12.1% | -$3.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.93万 | 0.13% | 4,046 | -1,541 | -27.6% | -$9.88万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $25.36万 | 0.12% | 5,248 | -1,058 | -16.8% | -$5.11万 | 减仓 |
| BILS | SPDR SERIES TRUST | $24.95万 | 0.12% | 2,508 | -970 | -27.9% | -$9.65万 | 减仓 |
| GLD | SPDR GOLD TR | $22.89万 | 0.11% | 532 | -12 | -2.2% | -$5,163 | 减仓 |
| VDC | VANGUARD WORLD FD | $22.65万 | 0.11% | 1,008 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.47万 | 0.11% | 723 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.46万 | 0.11% | 781 | -46 | -5.6% | -$1.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -928 | -100.0% | -$24.58万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |