NESTEGG ADVISORS, INC.
HAUPPAUGE NY · SEC CIK 0002062716
$1.14亿2026Q1 申报市值
51持仓数
76.9%前十大占比 · 第一大 17.4%
3 / 3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
IBDZ 加仓+$349.11万
TFLR 新建仓+$74.50万
IWD 加仓+$58.65万
INVESCO EXCH TRD 加仓+$52.42万
SCHF 加仓+$30.22万
2026Q1 卖出最多 按季末市值估算
IBDV 减仓-$312.03万
SPY 清仓-$69.33万
IBMS 减仓-$50.23万
IBDR 减仓-$33.36万
IJR 减仓-$31.87万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $1,985.04万 | 17.43% | 46,553 | 238 | 0.5% | $10.15万 | 加仓 |
| IWD | ISHARES TR | $1,694.17万 | 14.88% | 79,289 | 2,745 | 3.6% | $58.65万 | 加仓 |
| IJR | ISHARES TR | $1,241.80万 | 10.91% | 99,896 | -2,564 | -2.5% | -$31.87万 | 减仓 |
| IBDZ | ISHARES TR | $832.78万 | 7.31% | 319,564 | 133,963 | 72.2% | $349.11万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $777.16万 | 6.83% | 113,820 | 3,073 | 2.8% | $20.98万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $632.87万 | 5.56% | 217,256 | -2,081 | -0.9% | -$6.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $564.15万 | 4.95% | 12,916 | 237 | 1.9% | $10.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $417.17万 | 3.66% | 65,101 | -205 | -0.3% | -$1.31万 | 减仓 |
| AAPL | APPLE INC | $356.30万 | 3.13% | 14,039 | -59 | -0.4% | -$1.50万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $253.29万 | 2.22% | 49,575 | 74 | 0.1% | $3,781 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $244.45万 | 2.15% | 98,767 | 12,211 | 14.1% | $30.22万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $190.32万 | 1.67% | 78,459 | 21,610 | 38.0% | $52.42万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $158.32万 | 1.39% | 54,444 | -417 | -0.8% | -$1.21万 | 减仓 |
| IBMS | ISHARES TR | $154.37万 | 1.36% | 59,762 | -19,445 | -24.5% | -$50.23万 | 减仓 |
| IBDV | ISHARES TR | $149.79万 | 1.32% | 68,427 | -142,546 | -67.6% | -$312.03万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $109.61万 | 0.96% | 49,272 | -8,296 | -14.4% | -$18.46万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $105.07万 | 0.92% | 9,150 | 4 | 0.0% | $459 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $95.67万 | 0.84% | 10,786 | -1,280 | -10.6% | -$11.35万 | 减仓 |
| EFA | ISHARES TR | $92.63万 | 0.81% | 9,537 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $92.56万 | 0.81% | 2,497 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $83.76万 | 0.74% | 3,198 | 19 | 0.6% | $4,976 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $74.50万 | 0.65% | 14,794 | 14,794 | — | $74.50万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.78万 | 0.60% | 680 | -290 | -29.9% | -$28.91万 | 减仓 |
| IBDY | ISHARES TR | $56.93万 | 0.50% | 22,023 | -93 | -0.4% | -$2,404 | 减仓 |
| IBDW | ISHARES TR | $56.45万 | 0.50% | 26,973 | 196 | 0.7% | $4,102 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $52.26万 | 0.46% | 12,800 | 35 | 0.3% | $1,429 | 加仓 |
| IVV | ISHARES TR | $51.64万 | 0.45% | 791 | 3 | 0.4% | $1,958 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $50.99万 | 0.45% | 23,375 | -1,594 | -6.4% | -$3.48万 | 减仓 |
| IWB | ISHARES TR | $48.21万 | 0.42% | 1,352 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $47.50万 | 0.42% | 2,421 | 13 | 0.5% | $2,551 | 加仓 |
| HD | HOME DEPOT INC | $47.38万 | 0.42% | 1,440 | -155 | -9.7% | -$5.10万 | 减仓 |
| IDCC | INTERDIGITAL INC | $46.18万 | 0.41% | 1,529 | 3 | 0.2% | $906 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.70万 | 0.38% | 2,032 | -5 | -0.2% | -$1,075 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.13万 | 0.35% | 1,642 | -47 | -2.8% | -$1.15万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.09万 | 0.33% | 4,482 | -673 | -13.1% | -$5.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $36.55万 | 0.32% | 612 | -7 | -1.1% | -$4,180 | 减仓 |
| GOOG | ALPHABET INC | $31.63万 | 0.28% | 1,103 | -25 | -2.2% | -$7,169 | 减仓 |
| IBDX | ISHARES TR | $30.84万 | 0.27% | 12,205 | 76 | 0.6% | $1,921 | 加仓 |
| MSFT | MICROSOFT CORP | $30.28万 | 0.27% | 818 | -194 | -19.2% | -$7.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.03万 | 0.26% | 520 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $29.25万 | 0.26% | 3,104 | 24 | 0.8% | $2,262 | 加仓 |
| IWM | ISHARES TR | $28.25万 | 0.25% | 1,139 | -11 | -1.0% | -$2,728 | 减仓 |
| SLYV | SPDR SERIES TRUST | $27.31万 | 0.24% | 2,888 | 13 | 0.5% | $1,229 | 加仓 |
| AMZN | AMAZON COM INC | $26.85万 | 0.24% | 1,289 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $25.84万 | 0.23% | 3,870 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $24.90万 | 0.22% | 854 | -349 | -29.0% | -$10.17万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $23.59万 | 0.21% | 3,384 | 16 | 0.5% | $1,115 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.89万 | 0.20% | 4,559 | 4,559 | — | $22.89万 | 新建仓 |
| IBDR | ISHARES TR | $22.60万 | 0.20% | 9,322 | -13,762 | -59.6% | -$33.36万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $22.31万 | 0.20% | 2,402 | 2,402 | — | $22.31万 | 新建仓 |
| IBMQ | ISHARES TR | $20.97万 | 0.18% | 8,214 | 34 | 0.4% | $868 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,017 | -100.0% | -$69.33万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -9,908 | -100.0% | -$25.22万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,556 | -100.0% | -$20.03万 | 清仓 |