Bestgate Wealth Advisors, LLC
FREDERICK MD · SEC CIK 0002055670
$6,277.69万2026Q2 申报市值
45持仓数
64.4%前十大占比 · 第一大 11.8%
1 / 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
VEA 加仓+$29.71万
VOO 加仓+$29.67万
AVUV 新建仓+$22.33万
MBB 加仓+$5.67万
SCHI 加仓+$4.95万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$27.31万
CRM 清仓-$24.42万
VBR 减仓-$21.24万
IEFA 减仓-$16.58万
GOOG 重新持有-$14.13万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $741.69万 | 11.81% | 9,904 | -38 | -0.4% | -$2.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $641.07万 | 10.21% | 89,975 | 4,170 | 4.9% | $29.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $471.89万 | 7.52% | 53,698 | -940 | -1.7% | -$8.26万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $440.70万 | 7.02% | 190,531 | -754 | -0.4% | -$1.74万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $420.14万 | 6.69% | 13,867 | 116 | 0.8% | $3.51万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $328.74万 | 5.24% | 13,352 | 45 | 0.3% | $1.11万 | 加仓 |
| QUAL | ISHARES TR | $281.90万 | 4.49% | 12,847 | 46 | 0.4% | $1.01万 | 加仓 |
| MBB | ISHARES TR | $247.44万 | 3.94% | 26,179 | 600 | 2.3% | $5.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $234.88万 | 3.74% | 3,420 | 432 | 14.5% | $29.67万 | 加仓 |
| EMXC | ISHARES INC | $233.92万 | 3.73% | 22,866 | 184 | 0.8% | $1.88万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $187.19万 | 2.98% | 82,682 | 2,187 | 2.7% | $4.95万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $168.93万 | 2.69% | 24,275 | -62 | -0.3% | -$4,315 | 减仓 |
| IEFA | ISHARES TR | $144.53万 | 2.30% | 14,965 | -1,717 | -10.3% | -$16.58万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $128.30万 | 2.04% | 54,181 | 440 | 0.8% | $1.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $119.39万 | 1.90% | 3,501 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $99.05万 | 1.58% | 43,482 | -494 | -1.1% | -$1.13万 | 减仓 |
| GOOGL | ALPHABET INC | $97.74万 | 1.56% | 2,735 | -30 | -1.1% | -$1.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $95.61万 | 1.52% | 2,002 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $87.89万 | 1.40% | 3,617 | -874 | -19.5% | -$21.24万 | 减仓 |
| MGK | VANGUARD WORLD FD | $86.64万 | 1.38% | 9,855 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $77.19万 | 1.23% | 9,580 | -528 | -5.2% | -$4.25万 | 减仓 |
| AMZN | AMAZON COM INC | $76.17万 | 1.21% | 3,196 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $63.78万 | 1.02% | 5,336 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $59.11万 | 0.94% | 1,806 | -159 | -8.1% | -$5.20万 | 减仓 |
| ASML | ASML HLDG NV | $57.49万 | 0.92% | 289 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $57.12万 | 0.91% | 1,974 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.84万 | 0.89% | 1,116 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $45.54万 | 0.73% | 1,810 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $43.50万 | 0.69% | 10,850 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $42.02万 | 0.67% | 2,353 | -282 | -10.7% | -$5.04万 | 减仓 |
| USB | US BANCORP | $40.43万 | 0.64% | 6,694 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.36万 | 0.60% | 1,002 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $34.99万 | 0.56% | 8,264 | -629 | -7.1% | -$2.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.95万 | 0.54% | 2,682 | -61 | -2.2% | -$7,722 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $33.42万 | 0.53% | 988 | -48 | -4.6% | -$1.62万 | 减仓 |
| MELI | MERCADOLIBRE INC | $30.55万 | 0.49% | 180 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $29.41万 | 0.47% | 3,575 | -585 | -14.1% | -$4.81万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $28.94万 | 0.46% | 3,099 | -568 | -15.5% | -$5.30万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.43万 | 0.45% | 3,239 | -150 | -4.4% | -$1.32万 | 减仓 |
| IVE | ISHARES TR | $26.29万 | 0.42% | 1,158 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $24.56万 | 0.39% | 695 | -400 | -36.5% | -$14.13万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $24.33万 | 0.39% | 958 | -100 | -9.5% | -$2.54万 | 减仓 |
| BLK | BLACKROCK INC | $24.22万 | 0.39% | 252 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.06万 | 0.37% | 1,391 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $22.33万 | 0.36% | 1,790 | 1,790 | — | $22.33万 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$27.31万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$24.42万 | 清仓 |