NESTEGG ADVISORS, INC.
HAUPPAUGE NY · SEC CIK 0002062716
$1.41亿2026Q2 申报市值
53持仓数
77.8%前十大占比 · 第一大 16.5%
5 / 3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
TFLR 加仓+$752.22万
IBDZ 加仓+$188.91万
INVESCO EXCH TRD 加仓+$112.37万
RDVY 加仓+$88.44万
SCHF 加仓+$72.47万
2026Q2 卖出最多 按季末市值估算
IBMS 减仓-$76.71万
IBDV 减仓-$66.11万
IBDW 清仓-$56.45万
BSMU 减仓-$25.21万
VZ 清仓-$22.89万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $2,330.78万 | 16.48% | 187,709 | 1,497 | 0.8% | $18.59万 | 加仓 |
| IWD | ISHARES TR | $1,940.30万 | 13.72% | 80,035 | 746 | 0.9% | $18.09万 | 加仓 |
| IJR | ISHARES TR | $1,474.55万 | 10.43% | 99,424 | -472 | -0.5% | -$7.00万 | 减仓 |
| IBDZ | ISHARES TR | $1,021.38万 | 7.22% | 392,084 | 72,520 | 22.7% | $188.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,011.06万 | 7.15% | 124,730 | 10,910 | 9.6% | $88.44万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $826.80万 | 5.85% | 164,015 | 149,221 | 1,008.7% | $752.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $785.68万 | 5.56% | 232,176 | 14,920 | 6.9% | $50.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $731.52万 | 5.17% | 84,922 | 7,426 | 9.6% | $63.97万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $476.86万 | 3.37% | 66,927 | 1,826 | 2.8% | $13.01万 | 加仓 |
| AAPL | APPLE INC | $406.61万 | 2.88% | 14,052 | 13 | 0.1% | $3,762 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $346.06万 | 2.45% | 124,931 | 26,164 | 26.5% | $72.47万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $305.79万 | 2.16% | 124,044 | 45,585 | 58.1% | $112.37万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $273.26万 | 1.93% | 49,277 | -298 | -0.6% | -$1.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $195.69万 | 1.38% | 54,162 | -282 | -0.5% | -$1.02万 | 减仓 |
| EFA | ISHARES TR | $125.28万 | 0.89% | 12,060 | 2,523 | 26.5% | $26.21万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $118.86万 | 0.84% | 8,642 | -508 | -5.6% | -$6.99万 | 减仓 |
| IWV | ISHARES TR | $106.47万 | 0.75% | 2,497 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $106.33万 | 0.75% | 47,896 | -1,376 | -2.8% | -$3.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $104.55万 | 0.74% | 10,842 | 56 | 0.5% | $5,400 | 加仓 |
| VB | VANGUARD INDEX FDS | $97.11万 | 0.69% | 3,204 | 6 | 0.2% | $1,818 | 加仓 |
| IBDV | ISHARES TR | $83.06万 | 0.59% | 38,099 | -30,328 | -44.3% | -$66.11万 | 减仓 |
| IBMS | ISHARES TR | $77.89万 | 0.55% | 30,109 | -29,653 | -49.6% | -$76.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.64万 | 0.45% | 680 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $59.57万 | 0.42% | 2,733 | 312 | 12.9% | $6.80万 | 加仓 |
| IVV | ISHARES TR | $59.36万 | 0.42% | 793 | 2 | 0.3% | $1,497 | 加仓 |
| IBDY | ISHARES TR | $56.58万 | 0.40% | 21,977 | -46 | -0.2% | -$1,184 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $55.72万 | 0.39% | 12,655 | -145 | -1.1% | -$6,384 | 减仓 |
| IWB | ISHARES TR | $55.36万 | 0.39% | 1,352 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $52.75万 | 0.37% | 5,224 | 5,224 | — | $52.75万 | 新建仓 |
| HD | HOME DEPOT INC | $51.11万 | 0.36% | 1,449 | 9 | 0.6% | $3,175 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.28万 | 0.34% | 2,041 | 9 | 0.4% | $2,129 | 加仓 |
| IDCC | INTERDIGITAL INC | $43.38万 | 0.31% | 1,532 | 3 | 0.2% | $849 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.61万 | 0.30% | 620 | 8 | 1.3% | $5,498 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.93万 | 0.30% | 1,651 | 9 | 0.5% | $2,286 | 加仓 |
| GOOG | ALPHABET INC | $38.98万 | 0.28% | 1,103 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $38.31万 | 0.27% | 520 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.50万 | 0.27% | 4,538 | 56 | 1.2% | $4,628 | 加仓 |
| IWM | ISHARES TR | $33.88万 | 0.24% | 1,128 | -11 | -1.0% | -$3,304 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $33.43万 | 0.24% | 4,358 | 4,358 | — | $33.43万 | 新建仓 |
| IBDX | ISHARES TR | $32.20万 | 0.23% | 12,782 | 577 | 4.7% | $1.45万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $31.67万 | 0.22% | 2,902 | 14 | 0.5% | $1,528 | 加仓 |
| MSFT | MICROSOFT CORP | $30.55万 | 0.22% | 819 | 1 | 0.1% | $373 | 加仓 |
| SOXX | ISHARES TR | $30.51万 | 0.22% | 476 | 476 | — | $30.51万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $30.20万 | 0.21% | 3,870 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $30.10万 | 0.21% | 1,263 | -26 | -2.0% | -$6,197 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.52万 | 0.20% | 2,904 | -200 | -6.4% | -$1.96万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $28.19万 | 0.20% | 854 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $26.03万 | 0.18% | 11,874 | -11,501 | -49.2% | -$25.21万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $25.78万 | 0.18% | 3,403 | 19 | 0.6% | $1,440 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $25.66万 | 0.18% | 2,740 | 2,740 | — | $25.66万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.23万 | 0.15% | 2,419 | 17 | 0.7% | $1,492 | 加仓 |
| IBMQ | ISHARES TR | $21.14万 | 0.15% | 8,264 | 50 | 0.6% | $1,279 | 加仓 |
| MS | MORGAN STANLEY | $20.96万 | 0.15% | 1,002 | 1,002 | — | $20.96万 | 新建仓 |
| IBDW | ISHARES TR | $0 | 0.00% | 0 | -26,973 | -100.0% | -$56.45万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,559 | -100.0% | -$22.89万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -9,322 | -100.0% | -$22.60万 | 清仓 |