Vestwell Advisors, LLC
NEW YORK NY · SEC CIK 0002081474
$3.65亿2026Q1 申报市值
28持仓数
96.9%前十大占比 · 第一大 60.0%
0 / 19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
IVV 加仓+$2,670.39万
SCHG 加仓+$638.91万
IJH 加仓+$260.52万
IAGG 加仓+$132.74万
SCHF 加仓+$93.83万
2026Q1 卖出最多 按季末市值估算
Fidelity 清仓-$8,819.50万
Fidelity 清仓-$6,786.23万
Lincoln 清仓-$5,389.73万
Fidelity 清仓-$4,152.42万
Putnam 清仓-$2,393.96万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Fidelity | $0 | 0.00% | 0 | -1,450,576 | -100.0% | -$8,819.50万 | 清仓 |
| — | Fidelity | $0 | 0.00% | 0 | -6,426,357 | -100.0% | -$6,786.23万 | 清仓 |
| — | Lincoln | $0 | 0.00% | 0 | -38,757,598 | -100.0% | -$5,389.73万 | 清仓 |
| — | Fidelity | $0 | 0.00% | 0 | -3,035,396 | -100.0% | -$4,152.42万 | 清仓 |
| — | Putnam | $0 | 0.00% | 0 | -609,615 | -100.0% | -$2,393.96万 | 清仓 |
| — | Putnam | $0 | 0.00% | 0 | -2,571,579 | -100.0% | -$2,136.98万 | 清仓 |
| — | Fidelity | $0 | 0.00% | 0 | -82,684 | -100.0% | -$1,544.87万 | 清仓 |
| — | Lincoln | $0 | 0.00% | 0 | -4,853,818 | -100.0% | -$674.98万 | 清仓 |
| — | Vanguard | $0 | 0.00% | 0 | -931,950 | -100.0% | -$519.10万 | 清仓 |
| — | Schwab Strategic Tr | $0 | 0.00% | 0 | -495,011 | -100.0% | -$510.85万 | 清仓 |
| — | Fidelity | $0 | 0.00% | 0 | -249,559 | -100.0% | -$403.04万 | 清仓 |
| — | Schwab Strategic Tr | $0 | 0.00% | 0 | -213,611 | -100.0% | -$350.11万 | 清仓 |
| — | Vanguard | $0 | 0.00% | 0 | -41,033 | -100.0% | -$212.59万 | 清仓 |
| — | Fidelity | $0 | 0.00% | 0 | -73,867 | -100.0% | -$68.62万 | 清仓 |
| — | Schwab Strategic Tr | $0 | 0.00% | 0 | -507,665 | -100.0% | -$50.77万 | 清仓 |
| — | Schwab Strategic Tr | $0 | 0.00% | 0 | -54,396 | -100.0% | -$49.12万 | 清仓 |
| — | Vanguard | $0 | 0.00% | 0 | -14,540 | -100.0% | -$36.23万 | 清仓 |
| REET | iShares Tr | $11 | 0.00% | 0 | 0 | — | — | 清仓 |
| ANGL | VanEck | $20 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHZ | Schwab Strategic Tr | $55 | 0.00% | 2 | -5,342 | -100.0% | -$14.69万 | 重新持有 |
| SCHH | Schwab Strategic Tr | $60 | 0.00% | 2 | -159,932 | -100.0% | -$479.80万 | 重新持有 |
| SCHO | Schwab Strategic Tr | $139 | 0.00% | 5 | -22,787 | -100.0% | -$63.35万 | 重新持有 |
| VGSH | Vanguard Index FDS | $144 | 0.00% | 2 | -9,187 | -100.0% | -$66.15万 | 重新持有 |
| SHV | iShares Tr | $146 | 0.00% | 1 | -4,816 | -100.0% | -$70.31万 | 重新持有 |
| VO | Vanguard Index FDS | $242 | 0.00% | 0 | 0 | — | — | 清仓 |
| AVDV | Avantis | $2.77万 | 0.01% | 277 | -465 | -62.7% | -$4.66万 | 重新持有 |
| — | Dimensional | $3.75万 | 0.01% | 526 | -179 | -25.4% | -$1.27万 | 重新持有 |
| AVUV | Avantis | $4.00万 | 0.01% | 361 | -808 | -69.1% | -$8.95万 | 重新持有 |
| SCHE | Schwab Strategic Tr | $8.16万 | 0.02% | 2,476 | 87 | 3.6% | $2,867 | 重新持有 |
| VEA | Vanguard | $10.35万 | 0.03% | 1,614 | -854 | -34.6% | -$5.47万 | 重新持有 |
| TIP | iShares Tr | $14.78万 | 0.04% | 1,339 | 341 | 34.2% | $3.76万 | 重新持有 |
| VTI | Vanguard Intl Equity Index F | $30.71万 | 0.08% | 957 | -454 | -32.2% | -$14.57万 | 重新持有 |
| SLYV | SPDR | $76.16万 | 0.21% | 8,052 | 299 | 3.9% | $2.83万 | 加仓 |
| SLYG | SPDR | $81.87万 | 0.22% | 8,473 | 1,680 | 24.7% | $16.23万 | 加仓 |
| USHY | iShares Tr | $117.31万 | 0.32% | 31,844 | -56 | -0.2% | -$2,063 | 减仓 |
| VBR | Vanguard Index FDS | $198.88万 | 0.54% | 9,154 | 924 | 11.2% | $20.07万 | 加仓 |
| VBK | Vanguard Index FDS | $228.25万 | 0.63% | 7,551 | 441 | 6.2% | $13.33万 | 加仓 |
| VWO | Vanguard Intl Equity Index F | $363.86万 | 1.00% | 67,319 | 7,393 | 12.3% | $39.96万 | 加仓 |
| AGG | iShares Tr | $393.48万 | 1.08% | 39,637 | 1,764 | 4.7% | $17.51万 | 加仓 |
| VT | Vanguard Intl Equity Index F | $814.44万 | 2.23% | 58,880 | 1,447 | 2.5% | $20.02万 | 加仓 |
| SCHF | Schwab Strategic Tr | $815.44万 | 2.23% | 329,472 | 37,911 | 13.0% | $93.83万 | 加仓 |
| IAGG | iShares Tr | $926.16万 | 2.54% | 185,085 | 26,526 | 16.7% | $132.74万 | 加仓 |
| VTV | Vanguard Index FDS | $979.73万 | 2.68% | 49,935 | 4,413 | 9.7% | $86.58万 | 加仓 |
| SCHB | Schwab Strategic Tr | $1,064.85万 | 2.92% | 424,244 | 7,064 | 1.7% | $17.73万 | 加仓 |
| IJR | iShares Tr | $1,250.51万 | 3.42% | 100,595 | 7,279 | 7.8% | $90.49万 | 加仓 |
| IJH | iShares Tr | $2,950.72万 | 8.08% | 436,949 | 38,578 | 9.7% | $260.52万 | 加仓 |
| SCHG | Schwab Strategic Tr | $4,274.02万 | 11.71% | 1,467,221 | 219,329 | 17.6% | $638.91万 | 加仓 |
| IVV | iShares Tr | $2.19亿 | 59.99% | 335,295 | 40,881 | 13.9% | $2,670.39万 | 加仓 |