Pillar Financial Advisors, LLC
LOUISVILLE KY · SEC CIK 0002054958
$1.71亿2026Q1 申报市值
106持仓数
77.1%前十大占比 · 第一大 12.0%
2 / 7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
VTES 加仓+$125.96万
DIMENSIONAL ETF 加仓+$95.06万
DUSB 加仓+$84.84万
DFUS 加仓+$57.62万
DFIC 加仓+$41.30万
2026Q1 卖出最多 按季末市值估算
CNS 清仓-$87.94万
DFEM 减仓-$30.36万
DFUV 减仓-$28.16万
MGK 减仓-$8.12万
VBK 减仓-$8.04万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CNS | COHEN & STEERS INC | $0 | 0.00% | 0 | -14,008 | -100.0% | -$87.94万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -147 | -100.0% | -$1.18万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -41 | -100.0% | -$2,375 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -11 | -100.0% | -$532 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -7 | -100.0% | -$473 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$351 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| — | THE BEACHBODY COMPANY INC | $142 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $151 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $269 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $420 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $627 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $661 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1,069 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $1,175 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $1,337 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $1,701 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $2,272 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $2,337 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $2,580 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2,603 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $2,983 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $3,171 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,245 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $3,503 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3,581 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $3,658 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $4,420 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5,870 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,082 | 0.00% | 44 | 3 | 7.3% | $415 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $6,608 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $6,752 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $7,409 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $7,556 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $7,844 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $7,940 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $8,383 | 0.00% | 204 | 204 | — | $8,383 | 新建仓 |
| AGG | ISHARES TR | $8,637 | 0.01% | 87 | -31 | -26.3% | -$3,078 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $9,007 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.13万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $1.20万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1.63万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $1.85万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.22万 | 0.01% | 203 | 203 | — | $2.22万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $2.38万 | 0.01% | 705 | -210 | -23.0% | -$7,095 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.70万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $2.91万 | 0.02% | 1,174 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $3.53万 | 0.02% | 2,010 | 1,086 | 117.5% | $1.91万 | 加仓 |
| CVS | CVS HEALTH CORP | $3.59万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3.65万 | 0.02% | 127 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3.71万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $3.82万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $3.87万 | 0.02% | 1,140 | 1 | 0.1% | $34 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $4.69万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6.66万 | 0.04% | 805 | -595 | -42.5% | -$4.92万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $6.71万 | 0.04% | 435 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $8.17万 | 0.05% | 322 | 2 | 0.6% | $508 | 加仓 |
| IVE | ISHARES TR | $9.50万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $9.83万 | 0.06% | 1,086 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $10.12万 | 0.06% | 1,489 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $10.22万 | 0.06% | 845 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $10.44万 | 0.06% | 1,575 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $10.55万 | 0.06% | 353 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $11.44万 | 0.07% | 1,041 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $12.93万 | 0.08% | 2,867 | 2 | 0.1% | $90 | 加仓 |
| ABBV | ABBVIE INC | $13.05万 | 0.08% | 600 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $13.14万 | 0.08% | 3,903 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $13.34万 | 0.08% | 2,625 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $13.35万 | 0.08% | 1,731 | -6 | -0.3% | -$463 | 减仓 |
| IWM | ISHARES TR | $13.47万 | 0.08% | 543 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $14.51万 | 0.08% | 3,680 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $15.43万 | 0.09% | 2,285 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $17.63万 | 0.10% | 1,209 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $26.94万 | 0.16% | 7,955 | -264 | -3.2% | -$8,939 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $27.82万 | 0.16% | 3,944 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $28.57万 | 0.17% | 1,337 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $29.03万 | 0.17% | 7,471 | 10 | 0.1% | $389 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $33.64万 | 0.20% | 4,447 | 1,416 | 46.7% | $10.71万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $35.02万 | 0.20% | 4,747 | -138 | -2.8% | -$1.02万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $36.12万 | 0.21% | 4,905 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $42.24万 | 0.25% | 1,613 | -6 | -0.4% | -$1,571 | 减仓 |
| VTI | VANGUARD INDEX FDS | $42.96万 | 0.25% | 1,339 | -88 | -6.2% | -$2.82万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $48.94万 | 0.29% | 6,516 | -286 | -4.2% | -$2.15万 | 减仓 |
| GNMA | ISHARES TR | $49.84万 | 0.29% | 11,242 | -500 | -4.3% | -$2.22万 | 减仓 |
| IAU | ISHARES GOLD TR | $49.99万 | 0.29% | 5,670 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $50.88万 | 0.30% | 3,510 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $54.27万 | 0.32% | 10,864 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $55.01万 | 0.32% | 1,290 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $55.58万 | 0.32% | 930 | 2 | 0.2% | $1,195 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $59.84万 | 0.35% | 7,549 | 9 | 0.1% | $713 | 加仓 |
| VUG | VANGUARD INDEX FDS | $75.61万 | 0.44% | 1,731 | -17 | -1.0% | -$7,425 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $87.13万 | 0.51% | 16,120 | -1,053 | -6.1% | -$5.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.71万 | 0.64% | 16,965 | -631 | -3.6% | -$4.04万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $112.67万 | 0.66% | 28,919 | -622 | -2.1% | -$2.42万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $177.91万 | 1.04% | 23,052 | -195 | -0.8% | -$1.51万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $181.56万 | 1.06% | 37,920 | -328 | -0.9% | -$1.57万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $224.05万 | 1.31% | 22,152 | 12,454 | 128.4% | $125.96万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $266.19万 | 1.56% | 8,807 | -266 | -2.9% | -$8.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $285.89万 | 1.67% | 13,160 | -340 | -2.5% | -$7.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $315.08万 | 1.84% | 16,059 | -325 | -2.0% | -$6.38万 | 减仓 |