NerdWallet Wealth Partners, LLC
NEW YORK NY · SEC CIK 0002079593
$2.29亿2026Q1 申报市值
59持仓数
81.4%前十大占比 · 第一大 32.5%
11 / 12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
VEA 加仓+$759.02万
CGCB 加仓+$408.67万
IVV 加仓+$317.64万
SPY 新建仓+$280.94万
IJH 加仓+$209.95万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$340.18万
EEMV 清仓-$174.58万
GCC 清仓-$143.40万
GBDC 清仓-$130.18万
TLTW 清仓-$114.35万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,439.29万 | 32.46% | 113,869 | 4,862 | 4.5% | $317.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,271.98万 | 14.28% | 510,600 | 118,447 | 30.2% | $759.02万 | 加仓 |
| DLN | WISDOMTREE TR | $2,099.70万 | 9.16% | 235,046 | 12,803 | 5.8% | $114.37万 | 加仓 |
| SHV | ISHARES TR | $1,404.69万 | 6.13% | 127,248 | -8,950 | -6.6% | -$98.80万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,320.21万 | 5.76% | 502,744 | 155,626 | 44.8% | $408.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $892.69万 | 3.89% | 27,819 | -10,601 | -27.6% | -$340.18万 | 减仓 |
| SHY | ISHARES TR | $856.18万 | 3.74% | 103,691 | -7,952 | -7.1% | -$65.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $538.24万 | 2.35% | 99,577 | 18,377 | 22.6% | $99.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $494.54万 | 2.16% | 8,276 | -400 | -4.6% | -$23.90万 | 减仓 |
| IJH | ISHARES TR | $345.16万 | 1.51% | 51,110 | 31,088 | 155.3% | $209.95万 | 加仓 |
| HYG | ISHARES TR | $339.38万 | 1.48% | 42,656 | 5,925 | 16.1% | $47.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $312.56万 | 1.36% | 14,385 | -1,482 | -9.3% | -$32.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $280.94万 | 1.23% | 4,320 | 4,320 | — | $280.94万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $243.33万 | 1.06% | 62,617 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $219.20万 | 0.96% | 8,637 | -902 | -9.5% | -$22.89万 | 减仓 |
| IJR | ISHARES TR | $200.64万 | 0.88% | 16,140 | 5,630 | 53.6% | $69.99万 | 加仓 |
| EEM | ISHARES TR | $180.49万 | 0.79% | 31,779 | 31,779 | — | $180.49万 | 新建仓 |
| MSFT | MICROSOFT CORP | $155.09万 | 0.68% | 4,190 | -394 | -8.6% | -$14.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $146.55万 | 0.64% | 23,466 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $129.74万 | 0.57% | 13,357 | -179 | -1.3% | -$1.74万 | 减仓 |
| GLD | SPDR GOLD TR | $122.71万 | 0.54% | 2,852 | -31 | -1.1% | -$1.33万 | 减仓 |
| TLT | ISHARES TR | $117.58万 | 0.51% | 13,563 | 13,563 | — | $117.58万 | 新建仓 |
| AMZN | AMAZON COM INC | $111.49万 | 0.49% | 5,353 | 358 | 7.2% | $7.46万 | 加仓 |
| XVV | ISHARES TR | $110.18万 | 0.48% | 22,385 | 22,385 | — | $110.18万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $105.31万 | 0.46% | 31,806 | 1,500 | 4.9% | $4.97万 | 加仓 |
| META | META PLATFORMS INC | $102.98万 | 0.45% | 1,800 | 38 | 2.2% | $2.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $101.03万 | 0.44% | 5,793 | -306 | -5.0% | -$5.34万 | 减仓 |
| TLH | ISHARES TR | $88.92万 | 0.39% | 8,828 | 5,181 | 142.1% | $52.18万 | 加仓 |
| GOOG | ALPHABET INC | $85.23万 | 0.37% | 2,971 | -2,029 | -40.6% | -$58.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $75.15万 | 0.33% | 2,555 | 1,002 | 64.5% | $29.47万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $73.74万 | 0.32% | 15,216 | 0 | 0.0% | — | 不变 |
| PABU | ISHARES TR | $73.59万 | 0.32% | 11,107 | -63 | -0.6% | -$4,174 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $70.09万 | 0.31% | 7,901 | -8,877 | -52.9% | -$78.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.77万 | 0.24% | 1,143 | -13 | -1.1% | -$6,230 | 减仓 |
| BWZ | SPDR SERIES TRUST | $54.48万 | 0.24% | 20,236 | 20,236 | — | $54.48万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $49.45万 | 0.22% | 2,330 | -10 | -0.4% | -$2,122 | 减仓 |
| QQQ | INVESCO QQQ TR | $45.09万 | 0.20% | 781 | 178 | 29.5% | $10.28万 | 加仓 |
| GOOGL | ALPHABET INC | $43.13万 | 0.19% | 1,500 | -162 | -9.7% | -$4.66万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $43.08万 | 0.19% | 12,683 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $35.21万 | 0.15% | 5,913 | -4,672 | -44.1% | -$27.82万 | 减仓 |
| ESGU | ISHARES TR | $34.03万 | 0.15% | 2,406 | -233 | -8.8% | -$3.30万 | 减仓 |
| IWF | ISHARES TR | $33.00万 | 0.14% | 774 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.88万 | 0.14% | 1,030 | 70 | 7.3% | $2.17万 | 加仓 |
| MUB | ISHARES TR | $31.11万 | 0.14% | 2,930 | 2,930 | — | $31.11万 | 新建仓 |
| IWD | ISHARES TR | $27.63万 | 0.12% | 1,293 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.29万 | 0.12% | 3,014 | -3 | -0.1% | -$272 | 减仓 |
| TSLA | TESLA INC | $26.73万 | 0.12% | 719 | -72 | -9.1% | -$2.68万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.99万 | 0.11% | 10,501 | 10,501 | — | $25.99万 | 新建仓 |
| SRE | SEMPRA | $25.64万 | 0.11% | 2,639 | -92 | -3.4% | -$8,940 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.24万 | 0.11% | 1,824 | 912 | 100.0% | $12.12万 | 重新持有 |
| ESGD | ISHARES TR | $24.06万 | 0.10% | 2,516 | 2,516 | — | $24.06万 | 新建仓 |
| CAT | CATERPILLAR INC | $23.10万 | 0.10% | 326 | 326 | — | $23.10万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.63万 | 0.10% | 9,017 | 385 | 4.5% | $9,664 | 加仓 |
| DE | DEERE & CO | $22.42万 | 0.10% | 398 | 398 | — | $22.42万 | 新建仓 |
| EEMA | ISHARES INC | $22.29万 | 0.10% | 2,328 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $22.06万 | 0.10% | 6,656 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $21.11万 | 0.09% | 863 | 863 | — | $21.11万 | 新建仓 |
| ITOT | ISHARES TR | $21.04万 | 0.09% | 1,477 | -24 | -1.6% | -$3,418 | 减仓 |
| V | VISA INC | $20.10万 | 0.09% | 665 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -31,912 | -100.0% | -$174.58万 | 清仓 |
| GCC | WISDOMTREE TR | $0 | 0.00% | 0 | -67,921 | -100.0% | -$143.40万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -51,760 | -100.0% | -$130.18万 | 清仓 |
| TLTW | ISHARES TR | $0 | 0.00% | 0 | -13,116 | -100.0% | -$114.35万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -14,413 | -100.0% | -$72.53万 | 清仓 |
| IBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16,518 | -100.0% | -$45.28万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,934 | -100.0% | -$36.55万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -797 | -100.0% | -$27.89万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,524 | -100.0% | -$26.59万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,807 | -100.0% | -$23.87万 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,099 | -100.0% | -$23.03万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,413 | -100.0% | -$20.25万 | 清仓 |