Bestgate Wealth Advisors, LLC
FREDERICK MD · SEC CIK 0002055670
$5,544.46万2026Q1 申报市值
45持仓数
63.3%前十大占比 · 第一大 11.7%
0 / 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
VOO 加仓+$118.67万
SCHI 加仓+$94.58万
VXF 加仓+$79.96万
QQQM 加仓+$27.87万
MBB 加仓+$20.15万
2026Q1 卖出最多 按季末市值估算
XSVM 减仓-$43.63万
BX 清仓-$27.19万
GOVT 减仓-$27.00万
BKNG 清仓-$25.17万
NOW 清仓-$24.59万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $649.43万 | 11.71% | 9,942 | -72 | -0.7% | -$4.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $549.84万 | 9.92% | 85,805 | -2,814 | -3.2% | -$18.03万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $444.16万 | 8.01% | 191,285 | -2,905 | -1.5% | -$6.75万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $418.20万 | 7.54% | 54,638 | 538 | 1.0% | $4.12万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $326.75万 | 5.89% | 13,751 | 1,173 | 9.3% | $27.87万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $273.87万 | 4.94% | 13,307 | 3,885 | 41.2% | $79.96万 | 加仓 |
| QUAL | ISHARES TR | $245.54万 | 4.43% | 12,801 | 806 | 6.7% | $15.46万 | 加仓 |
| MBB | ISHARES TR | $242.87万 | 4.38% | 25,579 | 2,122 | 9.0% | $20.15万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $182.56万 | 3.29% | 80,495 | 41,703 | 107.5% | $94.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $178.55万 | 3.22% | 2,988 | 1,986 | 198.2% | $118.67万 | 加仓 |
| EMXC | ISHARES INC | $178.42万 | 3.22% | 22,682 | 1,790 | 8.6% | $14.08万 | 加仓 |
| IEFA | ISHARES TR | $151.02万 | 2.72% | 16,682 | -2,236 | -11.8% | -$20.24万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $146.65万 | 2.65% | 24,337 | -7,240 | -22.9% | -$43.63万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $115.49万 | 2.08% | 53,741 | 8,344 | 18.4% | $17.93万 | 加仓 |
| GOVT | ISHARES TR | $100.75万 | 1.82% | 43,976 | -11,786 | -21.1% | -$27.00万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $97.57万 | 1.76% | 4,491 | -721 | -13.8% | -$15.66万 | 减仓 |
| GOOGL | ALPHABET INC | $79.51万 | 1.43% | 2,765 | -247 | -8.2% | -$7.10万 | 减仓 |
| VO | VANGUARD INDEX FDS | $72.57万 | 1.31% | 2,527 | -271 | -9.7% | -$7.78万 | 减仓 |
| MGK | VANGUARD WORLD FD | $72.42万 | 1.31% | 1,971 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.66万 | 1.22% | 2,002 | -311 | -13.4% | -$10.51万 | 减仓 |
| AMZN | AMAZON COM INC | $66.56万 | 1.20% | 3,196 | -995 | -23.7% | -$20.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.80万 | 1.04% | 1,965 | -46 | -2.3% | -$1.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $56.13万 | 1.01% | 3,501 | -284 | -7.5% | -$4.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.48万 | 0.96% | 1,116 | -77 | -6.5% | -$3.69万 | 减仓 |
| AAPL | APPLE INC | $50.10万 | 0.90% | 1,974 | -280 | -12.4% | -$7.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $46.54万 | 0.84% | 667 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $44.64万 | 0.81% | 8,893 | -794 | -8.2% | -$3.99万 | 减仓 |
| ABBV | ABBVIE INC | $39.36万 | 0.71% | 1,810 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $38.17万 | 0.69% | 289 | -52 | -15.2% | -$6.87万 | 减仓 |
| IJT | ISHARES TR | $38.13万 | 0.69% | 2,635 | -200 | -7.1% | -$2.89万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $37.88万 | 0.68% | 10,850 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.08万 | 0.67% | 1,002 | -159 | -13.7% | -$5.88万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.92万 | 0.65% | 2,743 | -268 | -8.9% | -$3.51万 | 减仓 |
| USB | US BANCORP | $34.82万 | 0.63% | 6,694 | -158 | -2.3% | -$8,218 | 减仓 |
| SCZ | ISHARES TR | $32.62万 | 0.59% | 4,160 | -732 | -15.0% | -$5.74万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $32.44万 | 0.59% | 3,667 | -270 | -6.9% | -$2.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $31.48万 | 0.57% | 3,389 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $31.34万 | 0.57% | 1,036 | -48 | -4.4% | -$1.45万 | 减仓 |
| MELI | MERCADOLIBRE INC | $31.12万 | 0.56% | 180 | -43 | -19.3% | -$7.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.78万 | 0.52% | 1,391 | -18 | -1.3% | -$3,724 | 减仓 |
| — | HONEYWELL INTL INC | $27.31万 | 0.49% | 1,208 | -154 | -11.3% | -$3.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.87万 | 0.47% | 1,058 | -70 | -6.2% | -$1.71万 | 减仓 |
| IVE | ISHARES TR | $24.45万 | 0.44% | 1,158 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.42万 | 0.44% | 1,308 | -130 | -9.0% | -$2.43万 | 减仓 |
| BLK | BLACKROCK INC | $24.22万 | 0.44% | 252 | -7 | -2.7% | -$6,728 | 减仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,764 | -100.0% | -$27.19万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$25.17万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,605 | -100.0% | -$24.59万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,060 | -100.0% | -$23.66万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,017 | -100.0% | -$22.70万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,190 | -100.0% | -$21.11万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,338 | -100.0% | -$20.16万 | 清仓 |