13F 机构持仓

Good Steward Wealth Advisors,LLC

CLARKSVILLE TN · SEC CIK 0002060772

2026Q22026Q1 更早 9 个季度 🔒
$1.56亿2026Q1 申报市值
68持仓数
56.0%前十大占比 · 第一大 8.9%
2 / 2新建仓 / 清仓
申报市值走势$1.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PULS 8.9%
VTI 8.6%
PFXF 6.8%
SEPI 6.6%
VOO 6.1%
EMBD 5.1%
VXUS 3.6%
IEFA 3.5%
BND 3.4%
IEF 3.3%

2026Q1 买入最多 按季末市值估算

VOO 加仓+$121.18万
IEFA 加仓+$49.67万
PULS 加仓+$42.11万
LQD 加仓+$37.33万
VTI 加仓+$35.16万

2026Q1 卖出最多 按季末市值估算

BDX 清仓-$31.19万
ABBV 清仓-$22.94万
MSFT 减仓-$8.66万
GS 减仓-$7.36万
GLD 减仓-$7.23万

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
PULS PGIM ETF TR $1,388.26万8.93%280,457 8,5073.1% $42.11万 加仓
VTI VANGUARD INDEX FDS $1,343.07万8.64%41,865 1,0962.7% $35.16万 加仓
PFXF VANECK ETF TRUST $1,052.44万6.77%600,022 3,5410.6% $6.21万 加仓
SEPI SCM TRUST $1,028.10万6.61%410,339 20.0% $50 加仓
VOO VANGUARD INDEX FDS $953.75万6.13%15,961 2,02814.6% $121.18万 加仓
EMBD GLOBAL X FDS $791.20万5.09%337,685 7,5192.3% $17.62万 加仓
VXUS VANGUARD STAR FDS $565.73万3.64%73,367 350.0% $2,699 加仓
IEFA ISHARES TR $549.76万3.53%60,727 5,4879.9% $49.67万 加仓
BND VANGUARD BD INDEX FDS $521.66万3.35%70,839 4,1696.3% $30.70万 加仓
IEF ISHARES TR $518.25万3.33%54,301 1,7703.4% $16.89万 加仓
DIVO AMPLIFY ETF TR $512.39万3.29%114,245 1,6421.5% $7.36万 加仓
PEY INVESCO EXCHANGE TRADED FD T $474.29万3.05%221,437 2,6391.2% $5.65万 加仓
SCHH SCHWAB STRATEGIC TR $468.58万3.01%218,046 1,5710.7% $3.38万 加仓
VCSH VANGUARD SCOTTSDALE FDS $419.39万2.70%52,907 -97-0.2% -$7,689 减仓
VO VANGUARD INDEX FDS $365.03万2.35%12,711 6675.5% $19.15万 加仓
LQD ISHARES TR $356.81万2.29%32,738 3,42511.7% $37.33万 加仓
IEMG ISHARES INC $343.38万2.21%49,230 3,9158.6% $27.31万 加仓
VTWO VANGUARD SCOTTSDALE FDS $333.91万2.15%33,334 2,4798.0% $24.83万 加仓
— EXXON MOBIL CORP $319.44万2.05%18,828 -167-0.9% -$2.83万 减仓
DBMF LITMAN GREGORY FDS TR $258.77万1.66%85,828 4,2135.2% $12.70万 加仓
GLD SPDR GOLD TR $249.91万1.61%5,808 -168-2.8% -$7.23万 减仓
BSV VANGUARD BD INDEX FDS $237.08万1.52%30,236 2,2548.1% $17.67万 加仓
SPY STATE STR SPDR S&P 500 ETF T $209.02万1.34%3,214 -11-0.3% -$7,154 减仓
UNP UNION PAC CORP $188.95万1.21%7,788 -14-0.2% -$3,397 减仓
NEE NEXTERA ENERGY INC $188.17万1.21%20,260 -452-2.2% -$4.20万 减仓
AAPL APPLE INC $186.74万1.20%7,358 -8-0.1% -$2,030 减仓
WMT WALMART INC $142.10万0.91%11,434 4354.0% $5.41万 加仓
MSFT MICROSOFT CORP $126.14万0.81%3,408 -234-6.4% -$8.66万 减仓
BTAL AGF INVTS TR $103.90万0.67%74,424 5,1137.4% $7.14万 加仓
DE DEERE & CO $92.55万0.60%1,643 00.0% — 不变
SLV ISHARES SILVER TR $74.37万0.48%10,915 4244.0% $2.89万 加仓
AVGO BROADCOM INC $71.22万0.46%2,301 -113-4.7% -$3.50万 减仓
MRK MERCK & CO INC $67.10万0.43%5,578 3276.2% $3.93万 加仓
CAT CATERPILLAR INC $63.90万0.41%902 -70-7.2% -$4.96万 减仓
VLO VALERO ENERGY CORP $50.35万0.32%2,038 -2-0.1% -$494 减仓
MNA NEW YORK LIFE INVESTMENTS ET $48.65万0.31%13,383 9878.0% $3.59万 加仓
CVX CHEVRON CORPORATION $39.99万0.26%1,933 -77-3.8% -$1.59万 减仓
ITW ILLINOIS TOOL WKS INC $39.85万0.26%1,531 00.0% — 不变
AMZN AMAZON COM INC $35.45万0.23%1,702 -166-8.9% -$3.46万 减仓
JPM JPMORGAN CHASE & CO $34.71万0.22%1,180 -118-9.1% -$3.47万 减仓
RTX RTX CORPORATION $34.30万0.22%1,778 -146-7.6% -$2.82万 减仓
DUK DUKE ENERGY CORP NEW $34.08万0.22%2,603 -346-11.7% -$4.53万 减仓
SO SOUTHERN CO $33.92万0.22%3,514 -61-1.7% -$5,888 减仓
NVDA NVIDIA CORPORATION $33.50万0.22%1,921 -285-12.9% -$4.97万 减仓
MPC MARATHON PETE CORP $32.28万0.21%1,322 695.5% $1.68万 加仓
LLY ELI LILLY & CO $29.89万0.19%325 -27-7.7% -$2.48万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $29.84万0.19%883 -71-7.4% -$2.40万 减仓
ETN EATON CORP PLC $29.08万0.19%813 -110-11.9% -$3.93万 减仓
AXP AMERICAN EXPRESS CO $29.07万0.19%961 454.9% $1.36万 加仓
JNJ JOHNSON & JOHNSON $28.84万0.19%1,180 -152-11.4% -$3.72万 减仓
AEP AMERICAN ELEC PWR CO INC $28.27万0.18%2,157 -52-2.4% -$6,816 减仓
PFE PFIZER INC $26.94万0.17%9,594 -2-0.0% -$56 减仓
GE GE AEROSPACE $26.59万0.17%937 00.0% — 不变
PG PROCTER & GAMBLE CO $26.45万0.17%1,831 -471-20.5% -$6.80万 减仓
WMB WILLIAMS COS INC $25.89万0.17%3,557 -402-10.2% -$2.93万 减仓
BMY BRISTOL-MYERS SQUIBB CO $25.59万0.16%4,219 -77-1.8% -$4,670 减仓
XNTK SPDR SERIES TRUST $25.53万0.16%1,000 00.0% — 不变
HD HOME DEPOT INC $25.37万0.16%771 -44-5.4% -$1.45万 减仓
T AT&T INC $22.71万0.15%7,834 -346-4.2% -$1.00万 减仓
ORCL ORACLE CORP $22.33万0.14%1,518 -111-6.8% -$1.63万 减仓
GEV GE VERNOVA INC $21.74万0.14%249 249— $21.74万 新建仓
GS GOLDMAN SACHS GROUP INC $21.49万0.14%254 -87-25.5% -$7.36万 减仓
PH PARKER-HANNIFIN CORP $21.40万0.14%239 00.0% — 不变
GOOG ALPHABET INC $20.91万0.13%729 -26-3.4% -$7,458 减仓
MCD MCDONALDS CORP $20.70万0.13%666 -93-12.3% -$2.89万 减仓
GLW CORNING INC $20.61万0.13%1,516 1,516— $20.61万 新建仓
PNC PNC FINL SVCS GROUP INC $20.35万0.13%978 -208-17.5% -$4.33万 减仓
PM PHILIP MORRIS INTL INC $20.20万0.13%1,222 -240-16.4% -$3.97万 重新持有
BDX BECTON DICKINSON & CO $00.00%0 -1,607-100.0% -$31.19万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
NET CLOUDFLARE INC $00.00%0 —— — 申报中断
ABBV ABBVIE INC $00.00%0 -1,004-100.0% -$22.94万 清仓
GOOGL ALPHABET INC $00.00%0 —— — 申报中断