Serenity Investment Advisors
CHICAGO IL · SEC CIK 0002105389
$2.35亿2026Q2 申报市值
76持仓数
71.3%前十大占比 · 第一大 16.4%
2 / 3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
SPCX 新建仓+$386.01万
VXUS 加仓+$175.88万
SCHF 加仓+$100.78万
VWO 加仓+$99.00万
SCHG 加仓+$93.90万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$5,761.34万
VUG 减仓-$1,133.08万
BSV 减仓-$31.05万
TSLA 清仓-$24.37万
VTEB 减仓-$21.82万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $3,852.56万 | 16.42% | 1,097,595 | 26,751 | 2.5% | $93.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,408.21万 | 14.53% | 979,372 | 17,936 | 1.9% | $62.42万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,003.93万 | 8.54% | 710,111 | 35,713 | 5.3% | $100.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,948.29万 | 8.30% | 236,070 | -698,090 | -74.7% | -$5,761.34万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,296.24万 | 5.53% | 307,968 | 21,912 | 7.7% | $92.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,251.87万 | 5.34% | 208,575 | 16,494 | 8.6% | $99.00万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $803.74万 | 3.43% | 32,475 | 644 | 2.0% | $15.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $776.42万 | 3.31% | 134,329 | 11,297 | 9.2% | $65.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $708.98万 | 3.02% | 19,906 | -57 | -0.3% | -$2.03万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $676.40万 | 2.88% | 77,118 | 20,053 | 35.1% | $175.88万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $386.01万 | 1.65% | 28,807 | 28,807 | — | $386.01万 | 新建仓 |
| IJT | ISHARES TR | $300.14万 | 1.28% | 17,364 | 884 | 5.4% | $15.28万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $296.61万 | 1.26% | 127,299 | 9,766 | 8.3% | $22.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $293.10万 | 1.25% | 13,016 | 49 | 0.4% | $1.10万 | 加仓 |
| AAPL | APPLE INC | $284.62万 | 1.21% | 9,143 | -11 | -0.1% | -$3,424 | 减仓 |
| EFA | ISHARES TR | $283.51万 | 1.21% | 26,410 | 248 | 0.9% | $2.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $281.52万 | 1.20% | 8,008 | -206 | -2.5% | -$7.24万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $263.00万 | 1.12% | 75,901 | -1,587 | -2.0% | -$5.50万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $253.09万 | 1.08% | 111,150 | 1,920 | 1.8% | $4.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $229.97万 | 0.98% | 26,382 | -129,984 | -83.1% | -$1,133.08万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $228.23万 | 0.97% | 28,004 | 7,116 | 34.1% | $58.00万 | 加仓 |
| IEMG | ISHARES INC | $204.32万 | 0.87% | 25,049 | -462 | -1.8% | -$3.77万 | 减仓 |
| ABBV | ABBVIE INC | $195.53万 | 0.83% | 7,468 | 19 | 0.3% | $4,975 | 加仓 |
| NVDA | NVIDIA CORPORATION | $192.93万 | 0.82% | 8,897 | 116 | 1.3% | $2.52万 | 加仓 |
| IWP | ISHARES TR | $188.95万 | 0.81% | 13,283 | -37 | -0.3% | -$5,263 | 减仓 |
| AMZN | AMAZON COM INC | $179.42万 | 0.76% | 6,898 | -34 | -0.5% | -$8,843 | 减仓 |
| QQQ | INVESCO QQQ TR | $167.57万 | 0.71% | 2,349 | -2 | -0.1% | -$1,427 | 减仓 |
| MSFT | MICROSOFT CORP | $163.67万 | 0.70% | 3,402 | 595 | 21.2% | $28.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $154.83万 | 0.66% | 2,200 | 811 | 58.4% | $57.08万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $146.33万 | 0.62% | 40,466 | 3,440 | 9.3% | $12.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $123.97万 | 0.53% | 35,308 | 1,814 | 5.4% | $6.37万 | 加仓 |
| GOOGL | ALPHABET INC | $114.69万 | 0.49% | 3,366 | -30 | -0.9% | -$1.02万 | 减仓 |
| SDY | SPDR SERIES TRUST | $90.71万 | 0.39% | 5,738 | -122 | -2.1% | -$1.93万 | 减仓 |
| IJS | ISHARES TR | $84.39万 | 0.36% | 6,137 | -175 | -2.8% | -$2.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.97万 | 0.32% | 983 | -5 | -0.5% | -$3,813 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.64万 | 0.31% | 10,109 | 172 | 1.7% | $1.25万 | 加仓 |
| IJR | ISHARES TR | $71.12万 | 0.30% | 4,859 | 140 | 3.0% | $2.05万 | 加仓 |
| EEM | ISHARES TR | $71.08万 | 0.30% | 10,670 | 20 | 0.2% | $1,332 | 加仓 |
| VTI | VANGUARD INDEX FDS | $69.28万 | 0.30% | 1,840 | 263 | 16.7% | $9.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $67.85万 | 0.29% | 4,730 | -30 | -0.6% | -$4,303 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $66.85万 | 0.28% | 7,866 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $65.86万 | 0.28% | 6,343 | 166 | 2.7% | $1.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $62.45万 | 0.27% | 12,605 | -4,405 | -25.9% | -$21.82万 | 减仓 |
| IJH | ISHARES TR | $56.90万 | 0.24% | 7,451 | 315 | 4.4% | $2.41万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $55.13万 | 0.23% | 1,164 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $49.26万 | 0.21% | 1,457 | 42 | 3.0% | $1.42万 | 加仓 |
| TGT | TARGET CORP | $48.66万 | 0.21% | 3,075 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.43万 | 0.19% | 580 | -51 | -8.1% | -$3.91万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $44.24万 | 0.19% | 19,995 | 882 | 4.6% | $1.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.16万 | 0.16% | 1,390 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $35.83万 | 0.15% | 951 | 2 | 0.2% | $753 | 加仓 |
| BRO | BROWN & BROWN INC | $34.77万 | 0.15% | 4,824 | -27 | -0.6% | -$1,946 | 减仓 |
| META | META PLATFORMS INC | $33.03万 | 0.14% | 605 | -18 | -2.9% | -$9,826 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.30万 | 0.13% | 630 | -45 | -6.7% | -$2.24万 | 减仓 |
| CME | CME GROUP INC | $31.20万 | 0.13% | 1,152 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $29.96万 | 0.13% | 2,501 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $29.84万 | 0.13% | 1,382 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $29.65万 | 0.13% | 2,426 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $28.62万 | 0.12% | 230 | 39 | 20.4% | $4.85万 | 重新持有 |
| MRK | MERCK & CO INC | $28.02万 | 0.12% | 1,881 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $27.17万 | 0.12% | 3,500 | -4,000 | -53.3% | -$31.05万 | 减仓 |
| V | VISA INC | $25.83万 | 0.11% | 706 | -8 | -1.1% | -$2,926 | 减仓 |
| GLD | SPDR GOLD TR | $25.66万 | 0.11% | 618 | 75 | 13.8% | $3.11万 | 加仓 |
| ABNB | AIRBNB INC | $24.77万 | 0.11% | 1,339 | -160 | -10.7% | -$2.96万 | 重新持有 |
| — | EXXON MOBIL CORP | $24.65万 | 0.11% | 1,483 | 46 | 3.2% | $7,645 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.18万 | 0.10% | 1,550 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $23.95万 | 0.10% | 1,389 | -22 | -1.6% | -$3,793 | 减仓 |
| BX | BLACKSTONE INC | $22.61万 | 0.10% | 1,600 | 6 | 0.4% | $848 | 重新持有 |
| SF | STIFEL FINL CORP | $22.28万 | 0.09% | 2,789 | -595 | -17.6% | -$4.75万 | 减仓 |
| SBUX | STARBUCKS CORP | $22.21万 | 0.09% | 2,136 | -48 | -2.2% | -$4,992 | 减仓 |
| CAT | CATERPILLAR INC | $22.18万 | 0.09% | 272 | 7 | 2.6% | $5,708 | 加仓 |
| VB | VANGUARD INDEX FDS | $22.14万 | 0.09% | 731 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $21.80万 | 0.09% | 3,420 | 3,420 | — | $21.80万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.13万 | 0.09% | 226 | -4 | -1.7% | -$3,740 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $20.79万 | 0.09% | 1,110 | 20 | 1.8% | $3,746 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.29万 | 0.02% | 12,218 | -4,308 | -26.1% | -$1.51万 | 减仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -572 | -100.0% | -$24.37万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -452 | -100.0% | -$21.13万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -4,439 | -100.0% | -$20.37万 | 清仓 |