Vestwell Advisors, LLC
NEW YORK NY · SEC CIK 0002081474
$4.18亿2026Q2 申报市值
22持仓数
96.0%前十大占比 · 第一大 60.0%
1 / 11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
TIP 加仓+$375.99万
SCHB 加仓+$59.90万
VTV 加仓+$49.30万
VT 加仓+$44.29万
VBR 加仓+$41.87万
2026Q2 卖出最多 按季末市值估算
SCHG 减仓-$432.50万
IJH 减仓-$78.20万
IJR 减仓-$54.43万
IAGG 减仓-$46.69万
IVV 减仓-$30.93万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Tr | $2.51亿 | 60.02% | 334,882 | -413 | -0.1% | -$30.93万 | 减仓 |
| SCHG | Schwab Strategic Tr | $4,532.58万 | 10.85% | 1,339,414 | -127,807 | -8.7% | -$432.50万 | 减仓 |
| IJH | iShares Tr | $3,291.11万 | 7.88% | 426,807 | -10,142 | -2.3% | -$78.20万 | 减仓 |
| IJR | iShares Tr | $1,437.49万 | 3.44% | 96,925 | -3,670 | -3.6% | -$54.43万 | 减仓 |
| SCHB | Schwab Strategic Tr | $1,288.51万 | 3.08% | 444,927 | 20,683 | 4.9% | $59.90万 | 加仓 |
| VTV | Vanguard Index FDS | $1,137.54万 | 2.72% | 52,197 | 2,262 | 4.5% | $49.30万 | 加仓 |
| VT | Vanguard Intl Equity Index F | $968.41万 | 2.32% | 61,702 | 2,822 | 4.8% | $44.29万 | 加仓 |
| SCHF | Schwab Strategic Tr | $950.74万 | 2.28% | 343,227 | 13,755 | 4.2% | $38.10万 | 加仓 |
| IAGG | iShares Tr | $889.84万 | 2.13% | 175,857 | -9,228 | -5.0% | -$46.69万 | 减仓 |
| TIP | iShares Tr | $522.51万 | 1.25% | 4,775 | 3,436 | 256.6% | $375.99万 | 加仓 |
| AGG | iShares Tr | $425.10万 | 1.02% | 42,948 | 3,311 | 8.4% | $32.77万 | 加仓 |
| VWO | Vanguard Intl Equity Index F | $401.76万 | 0.96% | 67,307 | -12 | -0.0% | -$716 | 减仓 |
| VBK | Vanguard Index FDS | $274.25万 | 0.66% | 7,499 | -52 | -0.7% | -$1.90万 | 减仓 |
| VBR | Vanguard Index FDS | $264.29万 | 0.63% | 10,877 | 1,723 | 18.8% | $41.87万 | 加仓 |
| USHY | iShares Tr | $118.66万 | 0.28% | 32,052 | 208 | 0.7% | $7,700 | 加仓 |
| SLYG | SPDR | $105.77万 | 0.25% | 8,878 | 405 | 4.8% | $4.82万 | 加仓 |
| SLYV | SPDR | $94.36万 | 0.23% | 8,649 | 597 | 7.4% | $6.51万 | 加仓 |
| SHV | iShares Tr | $141 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VGSH | Vanguard Index FDS | $138 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SCHO | Schwab Strategic Tr | $134 | 0.00% | 6 | 1 | 20.0% | $22 | 加仓 |
| SCHZ | Schwab Strategic Tr | $56 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ANGL | VanEck | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| SPSB | SPDR | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| SCHR | Schwab Strategic Tr | $7 | 0.00% | 0 | 0 | — | — | 清仓 |
| SCHH | Schwab Strategic Tr | $5 | 0.00% | 0 | -2 | -100.0% | -$60 | 清仓 |
| VO | Vanguard Index FDS | $4 | 0.00% | 0 | 0 | — | -$242 | 清仓 |
| VTI | Vanguard Intl Equity Index F | $0 | 0.00% | 0 | -957 | -100.0% | -$30.71万 | 清仓 |
| VEA | Vanguard | $0 | 0.00% | 0 | -1,614 | -100.0% | -$10.35万 | 清仓 |
| SCHE | Schwab Strategic Tr | $0 | 0.00% | 0 | -2,476 | -100.0% | -$8.16万 | 清仓 |
| AVUV | Avantis | $0 | 0.00% | 0 | -361 | -100.0% | -$4.00万 | 清仓 |
| — | Dimensional | $0 | 0.00% | 0 | -526 | -100.0% | -$3.75万 | 清仓 |
| AVDV | Avantis | $0 | 0.00% | 0 | -277 | -100.0% | -$2.77万 | 清仓 |
| REET | iShares Tr | $0 | 0.00% | 0 | 0 | — | -$11 | 清仓 |