Strategic Wealth Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002107449
$1.17亿2026Q2 申报市值
260持仓数
54.3%前十大占比 · 第一大 9.8%
0 / 15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
SPLV 加仓+$9.81万
SCZ 加仓+$8.54万
MCD 加仓+$8.21万
SPY 加仓+$7.91万
DFIS 加仓+$7.00万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$693.20万
VUSB 减仓-$288.84万
VO 减仓-$205.26万
JPST 减仓-$104.97万
IEMG 减仓-$87.52万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| RWX | SPDR INDEX SHS FDS | $9.30万 | 0.08% | 3,324 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $9.90万 | 0.08% | 712 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $10.50万 | 0.09% | 171 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $10.60万 | 0.09% | 517 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $10.70万 | 0.09% | 260 | -1,040 | -80.0% | -$42.80万 | 减仓 |
| MDT | MEDTRONIC PLC | $10.70万 | 0.09% | 1,118 | 644 | 135.9% | $6.16万 | 加仓 |
| ICF | ISHARES TR | $10.80万 | 0.09% | 1,826 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $11.10万 | 0.09% | 487 | 157 | 47.6% | $3.58万 | 加仓 |
| GE | GE AEROSPACE | $11.30万 | 0.10% | 370 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $11.40万 | 0.10% | 2,025 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $11.50万 | 0.10% | 617 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $12.20万 | 0.10% | 2,285 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $13.10万 | 0.11% | 511 | 194 | 61.2% | $4.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $13.20万 | 0.11% | 449 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $13.40万 | 0.11% | 979 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $13.80万 | 0.12% | 1,245 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $14.00万 | 0.12% | 139 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $14.00万 | 0.12% | 450 | -27 | -5.7% | -$8,400 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $16.10万 | 0.14% | 502 | 113 | 29.0% | $3.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $16.70万 | 0.14% | 2,257 | 116 | 5.4% | $8,583 | 加仓 |
| VV | VANGUARD INDEX FDS | $17.60万 | 0.15% | 562 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $18.30万 | 0.16% | 2,521 | -58 | -2.2% | -$4,210 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $18.40万 | 0.16% | 2,902 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $19.40万 | 0.17% | 226 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $19.50万 | 0.17% | 4,784 | 386 | 8.8% | $1.57万 | 加仓 |
| VHT | VANGUARD WORLD FD | $20.40万 | 0.17% | 710 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $20.40万 | 0.17% | 652 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $20.50万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $20.50万 | 0.18% | 3,130 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $20.70万 | 0.18% | 1,170 | 200 | 20.6% | $3.54万 | 加仓 |
| IWM | ISHARES TR | $21.30万 | 0.18% | 868 | -230 | -20.9% | -$5.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.60万 | 0.19% | 677 | 18 | 2.7% | $6,009 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $26.30万 | 0.22% | 5,052 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $32.80万 | 0.28% | 6,421 | -4,503 | -41.2% | -$23.00万 | 减仓 |
| IEMG | ISHARES INC | $34.00万 | 0.29% | 5,059 | -13,023 | -72.0% | -$87.52万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $35.30万 | 0.30% | 4,778 | -4,381 | -47.8% | -$32.37万 | 减仓 |
| AMGN | AMGEN INC | $35.80万 | 0.31% | 1,095 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $37.70万 | 0.32% | 4,378 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.20万 | 0.37% | 1,416 | 269 | 23.5% | $8.21万 | 加仓 |
| IWN | ISHARES TR | $46.90万 | 0.40% | 2,590 | -75 | -2.8% | -$1.36万 | 减仓 |
| MRK | MERCK & CO INC | $59.50万 | 0.51% | 5,655 | 517 | 10.1% | $5.44万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $61.10万 | 0.52% | 12,167 | 760 | 6.7% | $3.82万 | 加仓 |
| ALL | ALLSTATE CORP | $62.60万 | 0.54% | 3,008 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $64.70万 | 0.55% | 7,978 | 454 | 6.0% | $3.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $66.10万 | 0.57% | 2,280 | -7,080 | -75.6% | -$205.26万 | 减仓 |
| IWB | ISHARES TR | $68.50万 | 0.59% | 1,835 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $71.20万 | 0.61% | 1,473 | 24 | 1.7% | $1.16万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $88.70万 | 0.76% | 12,425 | 1,374 | 12.4% | $9.81万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $92.70万 | 0.79% | 13,955 | -766 | -5.2% | -$5.09万 | 减仓 |
| IEFA | ISHARES TR | $109.20万 | 0.93% | 12,211 | -250 | -2.0% | -$2.24万 | 减仓 |
| AAPL | APPLE INC | $120.60万 | 1.03% | 4,437 | 16 | 0.4% | $4,349 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $139.70万 | 1.20% | 28,038 | -57,970 | -67.4% | -$288.84万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $147.60万 | 1.26% | 28,993 | -295 | -1.0% | -$1.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $153.90万 | 1.32% | 26,891 | 225 | 0.8% | $1.29万 | 加仓 |
| VB | VANGUARD INDEX FDS | $158.20万 | 1.35% | 6,133 | -8 | -0.1% | -$2,064 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $191.90万 | 1.64% | 21,697 | -238 | -1.1% | -$2.11万 | 减仓 |
| IWF | ISHARES TR | $218.70万 | 1.87% | 4,621 | -14,647 | -76.0% | -$693.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $232.90万 | 1.99% | 3,714 | -577 | -13.4% | -$36.18万 | 减仓 |
| MINT | PIMCO ETF TR | $269.60万 | 2.31% | 26,870 | -3,815 | -12.4% | -$38.28万 | 减仓 |
| IWD | ISHARES TR | $275.00万 | 2.35% | 13,076 | -1,698 | -11.5% | -$35.71万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $284.20万 | 2.43% | 86,280 | 2,125 | 2.5% | $7.00万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $293.00万 | 2.51% | 63,929 | -2,589 | -3.9% | -$11.87万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $304.20万 | 2.60% | 10,899 | -467 | -4.1% | -$13.03万 | 减仓 |
| SCZ | ISHARES TR | $314.70万 | 2.69% | 40,598 | 1,102 | 2.8% | $8.54万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $315.60万 | 2.70% | 17,797 | -14 | -0.1% | -$2,483 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $380.00万 | 3.25% | 165,957 | -15,365 | -8.5% | -$35.18万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $385.20万 | 3.30% | 82,320 | -3,032 | -3.6% | -$14.19万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $454.70万 | 3.89% | 89,892 | -20,753 | -18.8% | -$104.97万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $494.60万 | 4.23% | 151,869 | -22,444 | -12.9% | -$73.09万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $588.10万 | 5.03% | 73,769 | -6,874 | -8.5% | -$54.80万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $630.90万 | 5.40% | 165,561 | -1,681 | -1.0% | -$6.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $647.50万 | 5.54% | 30,576 | 87 | 0.3% | $1.84万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $720.40万 | 6.16% | 23,848 | 169 | 0.7% | $5.11万 | 加仓 |
| IVV | ISHARES TR | $895.60万 | 7.66% | 13,076 | -869 | -6.2% | -$59.52万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $1,150.60万 | 9.84% | 16,874 | 116 | 0.7% | $7.91万 | 加仓 |