Vilga Financial Planning LLC
FAIR LAWN NJ · SEC CIK 0002083456
$1.12亿2026Q1 申报市值
83持仓数
52.4%前十大占比 · 第一大 18.2%
6 / 4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
SCHP 加仓+$393.32万
VTV 新建仓+$265.44万
ICSH 加仓+$119.94万
VEA 加仓+$115.29万
IJH 加仓+$66.21万
2026Q1 卖出最多 按季末市值估算
SCHJ 清仓-$153.55万
ORCL 清仓-$26.23万
PLTR 清仓-$23.64万
DIS 清仓-$20.31万
MSFT 减仓-$11.11万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,033.89万 | 18.17% | 317,399 | 17,992 | 6.0% | $115.29万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $599.57万 | 5.36% | 225,316 | 147,808 | 190.7% | $393.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $555.40万 | 4.96% | 102,756 | 7,763 | 8.2% | $41.96万 | 加仓 |
| IJH | ISHARES TR | $493.50万 | 4.41% | 73,078 | 9,805 | 15.5% | $66.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $408.13万 | 3.65% | 23,402 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $399.46万 | 3.57% | 78,914 | 23,694 | 42.9% | $119.94万 | 加仓 |
| IEFA | ISHARES TR | $398.47万 | 3.56% | 44,015 | -27 | -0.1% | -$2,444 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $344.12万 | 3.07% | 25,893 | -2 | -0.0% | -$266 | 减仓 |
| AAPL | APPLE INC | $332.60万 | 2.97% | 13,105 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $306.07万 | 2.73% | 39,693 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $289.13万 | 2.58% | 28,864 | -812 | -2.7% | -$8.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $265.44万 | 2.37% | 13,529 | 13,529 | — | $265.44万 | 新建仓 |
| IEMG | ISHARES INC | $258.31万 | 2.31% | 37,033 | -277 | -0.7% | -$1.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $193.45万 | 1.73% | 5,226 | -300 | -5.4% | -$11.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $190.89万 | 1.71% | 6,647 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $190.82万 | 1.70% | 9,162 | -19 | -0.2% | -$3,957 | 减仓 |
| VOO | VANGUARD INDEX FDS | $184.61万 | 1.65% | 3,089 | 290 | 10.4% | $17.33万 | 加仓 |
| GOOGL | ALPHABET INC | $166.99万 | 1.49% | 5,807 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $160.21万 | 1.43% | 4,994 | 19 | 0.4% | $6,095 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $125.74万 | 1.12% | 11,342 | 261 | 2.4% | $2.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $124.75万 | 1.11% | 4,763 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $123.79万 | 1.11% | 7,654 | -38 | -0.5% | -$6,146 | 减仓 |
| IJR | ISHARES TR | $108.15万 | 0.97% | 8,700 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.58万 | 0.96% | 2,245 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $107.40万 | 0.96% | 3,744 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $106.42万 | 0.95% | 21,555 | -592 | -2.7% | -$2.92万 | 减仓 |
| CMF | ISHARES TR | $105.91万 | 0.95% | 18,626 | 1,416 | 8.2% | $8.05万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $100.91万 | 0.90% | 12,195 | 428 | 3.6% | $3.54万 | 加仓 |
| IVV | ISHARES TR | $98.79万 | 0.88% | 1,512 | 2 | 0.1% | $1,307 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $96.51万 | 0.86% | 20,086 | 4,084 | 25.5% | $19.62万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $95.34万 | 0.85% | 8,748 | 469 | 5.7% | $5.11万 | 加仓 |
| META | META PLATFORMS INC | $86.68万 | 0.77% | 1,515 | 13 | 0.9% | $7,438 | 加仓 |
| AVGO | BROADCOM INC | $82.70万 | 0.74% | 2,672 | 33 | 1.3% | $1.02万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.61万 | 0.74% | 11,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $79.78万 | 0.71% | 2,146 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $78.88万 | 0.70% | 8,121 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $77.50万 | 0.69% | 5,286 | 306 | 6.1% | $4.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.06万 | 0.67% | 2,221 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $75.05万 | 0.67% | 2,483 | 4 | 0.2% | $1,209 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $74.75万 | 0.67% | 11,970 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $67.88万 | 0.61% | 738 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $65.73万 | 0.59% | 16,915 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $64.16万 | 0.57% | 2,181 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $51.52万 | 0.46% | 3,725 | 1 | 0.0% | $138 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $45.53万 | 0.41% | 13,404 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $43.74万 | 0.39% | 2,578 | -180 | -6.5% | -$3.05万 | 减仓 |
| GLD | SPDR GOLD TR | $43.03万 | 0.38% | 1,000 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $41.88万 | 0.37% | 5,109 | 41 | 0.8% | $3,361 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $38.06万 | 0.34% | 8,293 | 84 | 1.0% | $3,855 | 加仓 |
| BAC | BANK AMERICA CORP | $37.62万 | 0.34% | 7,716 | 255 | 3.4% | $1.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.30万 | 0.33% | 1,526 | -43 | -2.7% | -$1.05万 | 减仓 |
| NFLX | NETFLIX INC. | $36.81万 | 0.33% | 3,828 | -130 | -3.3% | -$1.25万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $35.82万 | 0.32% | 5,848 | 5,848 | — | $35.82万 | 新建仓 |
| WMT | WALMART INC | $35.51万 | 0.32% | 2,857 | -56 | -1.9% | -$6,960 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.32% | 354 | -6 | -1.7% | -$5,979 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $34.67万 | 0.31% | 2,378 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $34.53万 | 0.31% | 3,893 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.38万 | 0.29% | 1,141 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.57万 | 0.28% | 960 | -22 | -2.2% | -$7,236 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $30.27万 | 0.27% | 3,756 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.73万 | 0.26% | 1,321 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $28.26万 | 0.25% | 1,301 | 1,301 | — | $28.26万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.05万 | 0.25% | 396 | -40 | -9.2% | -$2.83万 | 减仓 |
| RTX | RTX CORPORATION | $28.05万 | 0.25% | 1,454 | 75 | 5.4% | $1.45万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $27.80万 | 0.25% | 5,563 | 76 | 1.4% | $3,798 | 加仓 |
| RKLB | ROCKET LAB CORP | $26.97万 | 0.24% | 4,200 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $26.76万 | 0.24% | 792 | 27 | 3.5% | $9,122 | 加仓 |
| VOE | VANGUARD INDEX FDS | $26.70万 | 0.24% | 1,449 | 1,449 | — | $26.70万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $25.86万 | 0.23% | 9,728 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.36万 | 0.23% | 3,334 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $24.84万 | 0.22% | 59 | -2 | -3.3% | -$8,421 | 减仓 |
| VLUE | ISHARES TR | $24.60万 | 0.22% | 1,730 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $24.23万 | 0.22% | 485 | -54 | -10.0% | -$2.70万 | 减仓 |
| MRK | MERCK & CO INC | $23.24万 | 0.21% | 1,932 | 1,932 | — | $23.24万 | 新建仓 |
| LOW | LOWES COS INC | $23.06万 | 0.21% | 976 | 44 | 4.7% | $1.04万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.00万 | 0.21% | 515 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $22.82万 | 0.20% | 920 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $22.03万 | 0.20% | 4,376 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $21.96万 | 0.20% | 5,378 | 58 | 1.1% | $2,368 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.65万 | 0.19% | 6,571 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.11万 | 0.19% | 458 | 9 | 2.0% | $4,149 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.67万 | 0.18% | 764 | 36 | 4.9% | $9,741 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.04万 | 0.18% | 985 | 985 | — | $20.04万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -61,668 | -100.0% | -$153.55万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,346 | -100.0% | -$26.23万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$23.64万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,785 | -100.0% | -$20.31万 | 清仓 |