Strategic Wealth Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002107449
$1.25亿2026Q1 申报市值
267持仓数
53.6%前十大占比 · 第一大 8.7%
13 / 0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
VUSB 加仓+$288.54万
JPST 加仓+$105.02万
IEMG 加仓+$90.82万
DFAE 加仓+$75.99万
IVV 加仓+$56.76万
2026Q1 卖出最多 按季末市值估算
SPLV 减仓-$10.05万
SCZ 减仓-$8.64万
MCD 减仓-$8.35万
SPY 减仓-$7.54万
DFIS 减仓-$7.15万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,089.80万 | 8.74% | 16,758 | -116 | -0.7% | -$7.54万 | 减仓 |
| IVV | ISHARES TR | $910.90万 | 7.31% | 13,945 | 869 | 6.6% | $56.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $715.60万 | 5.74% | 23,679 | -169 | -0.7% | -$5.11万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $662.30万 | 5.31% | 30,489 | -87 | -0.3% | -$1.89万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $651.50万 | 5.23% | 167,242 | 1,681 | 1.0% | $6.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $639.20万 | 5.13% | 80,643 | 6,874 | 9.3% | $54.49万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $590.20万 | 4.73% | 174,313 | 22,444 | 14.8% | $75.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $559.90万 | 4.49% | 110,645 | 20,753 | 23.1% | $105.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $428.80万 | 3.44% | 181,322 | 15,365 | 9.3% | $36.34万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $428.10万 | 3.43% | 86,008 | 57,970 | 206.8% | $288.54万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $385.10万 | 3.09% | 85,352 | 3,032 | 3.7% | $13.68万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $328.20万 | 2.63% | 17,811 | 14 | 0.1% | $2,580 | 加仓 |
| IWD | ISHARES TR | $315.60万 | 2.53% | 14,774 | 1,698 | 13.0% | $36.27万 | 加仓 |
| SCZ | ISHARES TR | $309.60万 | 2.48% | 39,496 | -1,102 | -2.7% | -$8.64万 | 减仓 |
| MINT | PIMCO ETF TR | $308.50万 | 2.47% | 30,685 | 3,815 | 14.2% | $38.36万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $295.60万 | 2.37% | 66,518 | 2,589 | 4.0% | $11.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $292.50万 | 2.35% | 11,366 | 467 | 4.3% | $12.02万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $283.30万 | 2.27% | 84,155 | -2,125 | -2.5% | -$7.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $256.40万 | 2.06% | 4,291 | 577 | 15.5% | $34.48万 | 加仓 |
| IWF | ISHARES TR | $205.30万 | 1.65% | 4,817 | 196 | 4.2% | $8.35万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $194.50万 | 1.56% | 21,935 | 238 | 1.1% | $2.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $160.80万 | 1.29% | 6,141 | 8 | 0.1% | $2,095 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $151.10万 | 1.21% | 26,666 | -225 | -0.8% | -$1.27万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $149.30万 | 1.20% | 29,288 | 295 | 1.0% | $1.50万 | 加仓 |
| IEMG | ISHARES INC | $126.10万 | 1.01% | 18,082 | 13,023 | 257.4% | $90.82万 | 加仓 |
| IEFA | ISHARES TR | $112.80万 | 0.90% | 12,461 | 250 | 2.0% | $2.26万 | 加仓 |
| AAPL | APPLE INC | $112.20万 | 0.90% | 4,421 | -16 | -0.4% | -$4,061 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $94.00万 | 0.75% | 14,721 | 766 | 5.5% | $4.89万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $80.80万 | 0.65% | 11,051 | -1,374 | -11.1% | -$10.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $67.40万 | 0.54% | 9,159 | 4,381 | 91.7% | $32.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $67.20万 | 0.54% | 2,340 | 60 | 2.6% | $1.72万 | 加仓 |
| IAU | ISHARES GOLD TR | $66.30万 | 0.53% | 7,524 | -454 | -5.7% | -$4.00万 | 减仓 |
| IWB | ISHARES TR | $65.40万 | 0.52% | 1,835 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $62.30万 | 0.50% | 3,008 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $61.80万 | 0.50% | 5,138 | -517 | -9.1% | -$6.22万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $56.90万 | 0.46% | 11,407 | -760 | -6.2% | -$3.79万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $55.50万 | 0.45% | 10,924 | 4,503 | 70.1% | $22.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.60万 | 0.43% | 1,449 | -24 | -1.6% | -$8,878 | 减仓 |
| IWN | ISHARES TR | $50.50万 | 0.41% | 2,665 | 75 | 2.9% | $1.42万 | 加仓 |
| EFAV | ISHARES TR | $40.00万 | 0.32% | 4,378 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $38.50万 | 0.31% | 1,095 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.60万 | 0.29% | 1,147 | -269 | -19.0% | -$8.35万 | 减仓 |
| IWM | ISHARES TR | $27.20万 | 0.22% | 1,098 | 230 | 26.5% | $5.70万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $26.50万 | 0.21% | 5,052 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.50万 | 0.18% | 226 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.10万 | 0.17% | 659 | -18 | -2.7% | -$5,763 | 减仓 |
| EMXC | ISHARES INC | $20.20万 | 0.16% | 2,579 | 58 | 2.3% | $4,543 | 加仓 |
| XHB | SPDR SERIES TRUST | $19.70万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $19.30万 | 0.15% | 710 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $18.70万 | 0.15% | 652 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $18.70万 | 0.15% | 2,902 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $18.50万 | 0.15% | 4,398 | -386 | -8.1% | -$1.62万 | 减仓 |
| VV | VANGUARD INDEX FDS | $16.70万 | 0.13% | 562 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $16.50万 | 0.13% | 3,130 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $16.40万 | 0.13% | 4,095 | 4,095 | — | $16.40万 | 新建仓 |
| MS | MORGAN STANLEY | $15.90万 | 0.13% | 970 | -200 | -17.1% | -$3.28万 | 减仓 |
| WMT | WALMART INC | $15.40万 | 0.12% | 1,245 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $15.10万 | 0.12% | 2,141 | -116 | -5.1% | -$8,181 | 减仓 |
| GWW | WW GRAINGER INC | $15.10万 | 0.12% | 139 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $13.70万 | 0.11% | 477 | 27 | 6.0% | $7,755 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $12.60万 | 0.10% | 517 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $12.50万 | 0.10% | 979 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $12.30万 | 0.10% | 2,285 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $12.30万 | 0.10% | 2,025 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $11.40万 | 0.09% | 389 | -113 | -22.5% | -$3.31万 | 减仓 |
| ICF | ISHARES TR | $11.30万 | 0.09% | 1,826 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.80万 | 0.09% | 449 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $10.70万 | 0.09% | 617 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $10.40万 | 0.08% | 370 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $10.30万 | 0.08% | 712 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $10.20万 | 0.08% | 708 | 55 | 8.4% | $7,924 | 加仓 |
| QQQ | INVESCO QQQ TR | $9.80万 | 0.08% | 171 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $9.50万 | 0.08% | 260 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $8.90万 | 0.07% | 2,190 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $8.80万 | 0.07% | 3,324 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.20万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $7.90万 | 0.06% | 116 | -29 | -20.0% | -$1.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.80万 | 0.06% | 409 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7.60万 | 0.06% | 771 | 61 | 8.6% | $6,013 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $7.60万 | 0.06% | 1,060 | 1,060 | — | $7.60万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $7.50万 | 0.06% | 1,530 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.50万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.50万 | 0.06% | 485 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $7.20万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $7.10万 | 0.06% | 330 | -157 | -32.2% | -$3.38万 | 减仓 |
| IVW | ISHARES TR | $6.80万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $6.70万 | 0.05% | 720 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $6.70万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $6.60万 | 0.05% | 687 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6.40万 | 0.05% | 317 | -194 | -38.0% | -$3.92万 | 减仓 |
| IWV | ISHARES TR | $6.40万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6.00万 | 0.05% | 357 | -15 | -4.0% | -$2,521 | 减仓 |
| NVS | NOVARTIS AG | $5.80万 | 0.05% | 382 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $5.80万 | 0.05% | 2,098 | 323 | 18.2% | $8,929 | 加仓 |
| — | SPDR SERIES TRUST | $5.60万 | 0.04% | 560 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $5.50万 | 0.04% | 374 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.50万 | 0.04% | 1,655 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $5.40万 | 0.04% | 160 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $5.40万 | 0.04% | 223 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $5.30万 | 0.04% | 575 | -95 | -14.2% | -$8,757 | 减仓 |