Serenity Investment Advisors
CHICAGO IL · SEC CIK 0002105389
$2.14亿2026Q1 申报市值
74持仓数
72.1%前十大占比 · 第一大 17.2%
18 / 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
VO 加仓+$1,405.96万
FMDE 新建仓+$1,121.05万
SCHG 加仓+$381.78万
SCHV 加仓+$250.92万
SCHF 加仓+$228.55万
2026Q1 卖出最多 按季末市值估算
XLK 清仓-$126.21万
SPY 减仓-$97.06万
VTV 减仓-$85.83万
MINT 清仓-$40.16万
VEA 减仓-$27.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $3,680.49万 | 17.23% | 1,070,844 | 111,080 | 11.6% | $381.78万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,202.54万 | 14.99% | 961,436 | 75,329 | 8.5% | $250.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,837.73万 | 8.60% | 674,398 | 83,872 | 14.2% | $228.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,823.48万 | 8.53% | 233,540 | 180,067 | 336.7% | $1,405.96万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,132.89万 | 5.30% | 192,081 | 25,679 | 15.4% | $151.45万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,121.05万 | 5.25% | 286,056 | 286,056 | — | $1,121.05万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $740.61万 | 3.47% | 31,831 | 1,644 | 5.4% | $38.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $692.95万 | 3.24% | 19,963 | 1,146 | 6.1% | $39.78万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $683.44万 | 3.20% | 123,032 | 24,010 | 24.2% | $133.38万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $481.97万 | 2.26% | 57,065 | 10,135 | 21.6% | $85.60万 | 加仓 |
| AAPL | APPLE INC | $282.70万 | 1.32% | 9,154 | 491 | 5.7% | $15.16万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $275.14万 | 1.29% | 117,533 | 16,196 | 16.0% | $37.91万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $273.47万 | 1.28% | 12,967 | -4,070 | -23.9% | -$85.83万 | 减仓 |
| EFA | ISHARES TR | $272.03万 | 1.27% | 26,162 | 234 | 0.9% | $2.43万 | 加仓 |
| IJT | ISHARES TR | $266.87万 | 1.25% | 16,480 | 594 | 3.7% | $9.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $258.27万 | 1.21% | 77,488 | -5,611 | -6.8% | -$18.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $251.68万 | 1.18% | 8,214 | 229 | 2.9% | $7.02万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $251.23万 | 1.18% | 109,230 | 14,050 | 14.8% | $32.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $228.14万 | 1.07% | 26,061 | 23,932 | 1,124.1% | $209.50万 | 加仓 |
| IEMG | ISHARES INC | $205.55万 | 0.96% | 25,511 | 2,243 | 9.6% | $18.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $189.07万 | 0.88% | 8,781 | -625 | -6.6% | -$13.46万 | 减仓 |
| IWP | ISHARES TR | $185.73万 | 0.87% | 13,320 | -787 | -5.6% | -$10.97万 | 减仓 |
| AMZN | AMAZON COM INC | $184.61万 | 0.86% | 6,932 | 487 | 7.6% | $12.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $168.67万 | 0.79% | 2,351 | 463 | 24.5% | $33.22万 | 加仓 |
| ABBV | ABBVIE INC | $160.68万 | 0.75% | 7,449 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $157.16万 | 0.74% | 20,888 | 12,460 | 147.8% | $93.75万 | 加仓 |
| GOOGL | ALPHABET INC | $130.06万 | 0.61% | 3,396 | 1 | 0.0% | $383 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $128.59万 | 0.60% | 37,026 | 1,038 | 2.9% | $3.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $117.47万 | 0.55% | 2,807 | -207 | -6.9% | -$8.66万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $109.96万 | 0.51% | 33,494 | 33,494 | — | $109.96万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $95.25万 | 0.45% | 1,389 | 45 | 3.3% | $3.09万 | 加仓 |
| SDY | SPDR SERIES TRUST | $87.88万 | 0.41% | 5,860 | -1,399 | -19.3% | -$20.98万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $84.85万 | 0.40% | 17,010 | 17,010 | — | $84.85万 | 新建仓 |
| IJS | ISHARES TR | $81.70万 | 0.38% | 6,312 | 80 | 1.3% | $1.04万 | 加仓 |
| WMT | WALMART INC | $74.29万 | 0.35% | 6,177 | 369 | 6.4% | $4.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.65万 | 0.34% | 988 | -1,302 | -56.9% | -$97.06万 | 减仓 |
| EEM | ISHARES TR | $70.16万 | 0.33% | 10,650 | -4,037 | -27.5% | -$26.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.02万 | 0.33% | 9,937 | -3,906 | -28.2% | -$27.52万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $64.85万 | 0.30% | 7,866 | 7,866 | — | $64.85万 | 新建仓 |
| IJR | ISHARES TR | $64.84万 | 0.30% | 4,719 | 4,719 | — | $64.84万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $63.96万 | 0.30% | 4,760 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $58.40万 | 0.27% | 7,500 | 7,500 | — | $58.40万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $57.84万 | 0.27% | 1,577 | 144 | 10.0% | $5.28万 | 加仓 |
| GOOG | ALPHABET INC | $53.69万 | 0.25% | 1,415 | 105 | 8.0% | $3.98万 | 加仓 |
| IJH | ISHARES TR | $52.45万 | 0.25% | 7,136 | 273 | 4.0% | $2.01万 | 加仓 |
| IVV | ISHARES TR | $47.28万 | 0.22% | 631 | 200 | 46.4% | $14.99万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $47.03万 | 0.22% | 1,164 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $46.23万 | 0.22% | 2,426 | 2,426 | — | $46.23万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $42.32万 | 0.20% | 19,113 | 939 | 5.2% | $2.08万 | 加仓 |
| TGT | TARGET CORP | $38.62万 | 0.18% | 3,075 | 22 | 0.7% | $2,763 | 加仓 |
| META | META PLATFORMS INC | $38.02万 | 0.18% | 623 | -71 | -10.2% | -$4.33万 | 减仓 |
| OEF | ISHARES TR | $35.23万 | 0.16% | 949 | 2 | 0.2% | $743 | 加仓 |
| CME | CME GROUP INC | $33.55万 | 0.16% | 1,152 | 28 | 2.5% | $8,154 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.83万 | 0.15% | 675 | -4 | -0.6% | -$1,946 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.57万 | 0.15% | 1,390 | 85 | 6.5% | $1.99万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $29.58万 | 0.14% | 2,501 | 2,501 | — | $29.58万 | 新建仓 |
| BRO | BROWN & BROWN INC | $28.05万 | 0.13% | 4,851 | -1,682 | -25.7% | -$9.73万 | 减仓 |
| SF | STIFEL FINL CORP | $24.56万 | 0.11% | 3,384 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.37万 | 0.11% | 572 | 572 | — | $24.37万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $23.98万 | 0.11% | 1,550 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $23.77万 | 0.11% | 1,382 | 1,382 | — | $23.77万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.69万 | 0.11% | 230 | 230 | — | $23.69万 | 新建仓 |
| V | VISA INC | $23.49万 | 0.11% | 714 | 59 | 9.0% | $1.94万 | 加仓 |
| CAT | CATERPILLAR INC | $23.32万 | 0.11% | 265 | 265 | — | $23.32万 | 新建仓 |
| MRK | MERCK & CO INC | $23.03万 | 0.11% | 1,881 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.52万 | 0.11% | 2,184 | 2,184 | — | $22.52万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.47万 | 0.11% | 543 | -57 | -9.5% | -$2.36万 | 减仓 |
| — | EXXON MOBIL CORP | $22.27万 | 0.10% | 1,437 | 1,437 | — | $22.27万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.15万 | 0.10% | 1,411 | -569 | -28.7% | -$8.53万 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.13万 | 0.10% | 731 | -93 | -11.3% | -$2.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.13万 | 0.10% | 452 | 452 | — | $21.13万 | 新建仓 |
| IUSB | ISHARES TR | $20.37万 | 0.10% | 4,439 | 4,439 | — | $20.37万 | 新建仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $20.04万 | 0.09% | 1,090 | 1,090 | — | $20.04万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.80万 | 0.03% | 16,526 | 16,526 | — | $5.80万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,750 | -100.0% | -$126.21万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$40.16万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,835 | -100.0% | -$26.80万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,278 | -100.0% | -$25.88万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |