Gladwyn Financial Advisors, Inc.
CHANTILLY VA · SEC CIK 0002078684
$1.44亿2026Q1 申报市值
86持仓数
58.1%前十大占比 · 第一大 7.7%
0 / 1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
VOT 加仓+$114.42万
MGK 加仓+$81.72万
VBK 加仓+$19.65万
VCSH 加仓+$14.70万
BSV 加仓+$13.66万
2026Q1 卖出最多 按季末市值估算
DBC 减仓-$103.33万
PDBC 减仓-$75.97万
SPY 减仓-$60.61万
EFA 减仓-$26.88万
AGG 减仓-$23.70万
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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -804 | -100.0% | -$4.41万 | 清仓 |
| CC | CHEMOURS CO | $959 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $1,450 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,601 | 0.00% | 101 | 1 | 1.0% | $26 | 加仓 |
| EMXC | ISHARES INC | $2,992 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $4,066 | 0.00% | 44 | -1 | -2.2% | -$92 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $5,672 | 0.00% | 52 | -199 | -79.3% | -$2.17万 | 减仓 |
| IMCV | ISHARES TR | $6,349 | 0.00% | 75 | 2 | 2.7% | $169 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $7,902 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.15万 | 0.01% | 118 | -117 | -49.8% | -$1.14万 | 减仓 |
| PFE | PFIZER INC | $1.44万 | 0.01% | 512 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.46万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $1.46万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.53万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.66万 | 0.01% | 150 | -230 | -60.5% | -$2.55万 | 减仓 |
| D | DOMINION ENERGY INC | $2.50万 | 0.02% | 404 | 4 | 1.0% | $247 | 加仓 |
| TIP | ISHARES TR | $2.76万 | 0.02% | 250 | 15 | 6.4% | $1,656 | 加仓 |
| CTVA | CORTEVA INC | $2.79万 | 0.02% | 333 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $2.89万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.31万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $3.69万 | 0.03% | 329 | 1 | 0.3% | $112 | 加仓 |
| IR | INGERSOLL RAND INC | $4.01万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $4.48万 | 0.03% | 686 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $4.59万 | 0.03% | 223 | -111 | -33.2% | -$2.29万 | 减仓 |
| EEM | ISHARES TR | $4.61万 | 0.03% | 812 | 53 | 7.0% | $3,011 | 加仓 |
| ALLE | ALLEGION PLC | $5.06万 | 0.04% | 348 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5.27万 | 0.04% | 1,265 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $5.43万 | 0.04% | 1,187 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5.83万 | 0.04% | 254 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $6.01万 | 0.04% | 531 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6.82万 | 0.05% | 591 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.50万 | 0.05% | 309 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $7.86万 | 0.05% | 253 | 2 | 0.8% | $621 | 加仓 |
| EDV | VANGUARD WORLD FD | $8.28万 | 0.06% | 1,275 | -25 | -1.9% | -$1,624 | 减仓 |
| IWF | ISHARES TR | $8.31万 | 0.06% | 195 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $8.87万 | 0.06% | 309 | 5 | 1.6% | $1,435 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9.04万 | 0.06% | 282 | 1 | 0.4% | $321 | 加仓 |
| MMM | 3M CO | $14.50万 | 0.10% | 998 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $14.55万 | 0.10% | 556 | 2 | 0.4% | $523 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $17.58万 | 0.12% | 719 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $18.16万 | 0.13% | 3,618 | 52 | 1.5% | $2,610 | 加仓 |
| ALL | ALLSTATE CORP | $20.24万 | 0.14% | 976 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $21.19万 | 0.15% | 509 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $22.34万 | 0.16% | 1,929 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $22.73万 | 0.16% | 1,829 | 1 | 0.1% | $124 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.62万 | 0.20% | 464 | 20 | 4.5% | $1.23万 | 加仓 |
| AMZN | AMAZON COM INC | $29.79万 | 0.21% | 1,430 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.54万 | 0.24% | 2,391 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $35.78万 | 0.25% | 410 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $35.82万 | 0.25% | 2,111 | 4 | 0.2% | $679 | 加仓 |
| GE | GE AEROSPACE | $39.87万 | 0.28% | 1,405 | 1 | 0.1% | $284 | 加仓 |
| IEMG | ISHARES INC | $53.85万 | 0.37% | 7,721 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.49万 | 0.38% | 1,852 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $57.49万 | 0.40% | 8,397 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $59.43万 | 0.41% | 7,579 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $60.37万 | 0.42% | 7,938 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $64.22万 | 0.45% | 6,469 | -2,388 | -27.0% | -$23.70万 | 减仓 |
| CACI | CACI INTL INC | $70.70万 | 0.49% | 1,300 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $84.55万 | 0.59% | 9,103 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $92.33万 | 0.64% | 9,506 | -2,767 | -22.5% | -$26.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $119.85万 | 0.83% | 2,744 | -9 | -0.3% | -$3,931 | 减仓 |
| VTV | VANGUARD INDEX FDS | $134.59万 | 0.94% | 6,859 | -84 | -1.2% | -$1.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.12万 | 1.24% | 2,739 | -932 | -25.4% | -$60.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $206.31万 | 1.44% | 6,011 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $241.32万 | 1.68% | 50,224 | 1,270 | 2.6% | $6.10万 | 加仓 |
| EMB | ISHARES TR | $242.98万 | 1.69% | 25,868 | 318 | 1.2% | $2.99万 | 加仓 |
| LQD | ISHARES TR | $243.73万 | 1.70% | 22,362 | 569 | 2.6% | $6.20万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $244.77万 | 1.70% | 37,262 | 415 | 1.1% | $2.73万 | 加仓 |
| CEMB | ISHARES INC | $325.40万 | 2.26% | 71,864 | 1,592 | 2.3% | $7.21万 | 加仓 |
| HYG | ISHARES TR | $331.82万 | 2.31% | 41,706 | 1,278 | 3.2% | $10.17万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $342.57万 | 2.38% | 197,791 | -43,861 | -18.2% | -$75.97万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $444.91万 | 3.10% | 53,765 | 1,503 | 2.9% | $12.44万 | 加仓 |
| IEI | ISHARES TR | $456.63万 | 3.18% | 38,501 | 600 | 1.6% | $7.12万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $469.16万 | 3.26% | 84,754 | 2,155 | 2.6% | $11.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $477.67万 | 3.32% | 60,919 | 1,742 | 2.9% | $13.66万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $479.88万 | 3.34% | 165,763 | -35,692 | -17.7% | -$103.33万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $484.37万 | 3.37% | 61,104 | 1,854 | 3.1% | $14.70万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $548.50万 | 3.82% | 73,036 | -2,996 | -3.9% | -$22.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $667.42万 | 4.64% | 123,483 | -160 | -0.1% | -$8,648 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $698.03万 | 4.86% | 47,879 | -1,301 | -2.6% | -$18.97万 | 减仓 |
| MGK | VANGUARD WORLD FD | $786.99万 | 5.48% | 21,418 | 2,224 | 11.6% | $81.72万 | 加仓 |
| MGV | VANGUARD WORLD FD | $846.70万 | 5.89% | 58,413 | -14 | -0.0% | -$2,029 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,023.82万 | 7.12% | 39,783 | 4,446 | 12.6% | $114.42万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,088.94万 | 7.58% | 59,092 | -171 | -0.3% | -$3.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,094.58万 | 7.62% | 36,214 | 650 | 1.8% | $19.65万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,108.62万 | 7.71% | 51,030 | 355 | 0.7% | $7.71万 | 加仓 |