CORE WEALTH ADVISORS, LLC
INDIANAPOLIS IN · SEC CIK 0002110114
$1.30亿2026Q1 申报市值
33持仓数
67.3%前十大占比 · 第一大 12.4%
3 / 2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
EFG 加仓+$421.69万
VGIT 加仓+$417.76万
IVV 加仓+$328.70万
FFLC 新建仓+$291.89万
IDEF 新建仓+$256.31万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$649.79万
BAR 减仓-$191.45万
XAR 减仓-$155.92万
DYNF 减仓-$130.49万
VWOB 清仓-$123.56万
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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -18,324 | -100.0% | -$123.56万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,233 | -100.0% | -$21.41万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.62万 | 0.17% | 7,090 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $23.54万 | 0.18% | 927 | -6,139 | -86.9% | -$155.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $23.86万 | 0.18% | 1,795 | -2,082 | -53.7% | -$27.67万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $24.64万 | 0.19% | 5,136 | -1,090 | -17.5% | -$5.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.48万 | 0.20% | 443 | 1 | 0.2% | $598 | 加仓 |
| EMXC | ISHARES INC | $30.99万 | 0.24% | 3,940 | -48 | -1.2% | -$3,776 | 减仓 |
| OEF | ISHARES TR | $34.10万 | 0.26% | 1,072 | -20,429 | -95.0% | -$649.79万 | 减仓 |
| SYSB | ISHARES TR | $44.01万 | 0.34% | 4,945 | 317 | 6.8% | $2.82万 | 加仓 |
| ESGU | ISHARES TR | $47.60万 | 0.37% | 3,366 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $84.10万 | 0.65% | 8,590 | -208 | -2.4% | -$2.04万 | 减仓 |
| LMUB | ISHARES TR | $100.31万 | 0.77% | 20,091 | 20,091 | — | $100.31万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $128.15万 | 0.99% | 50,295 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $148.66万 | 1.14% | 32,227 | -41,503 | -56.3% | -$191.45万 | 减仓 |
| MUB | ISHARES TR | $167.65万 | 1.29% | 15,794 | 158 | 1.0% | $1.68万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $256.31万 | 1.97% | 78,335 | 78,335 | — | $256.31万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $291.89万 | 2.24% | 56,916 | 56,916 | — | $291.89万 | 新建仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $293.58万 | 2.26% | 84,557 | -21,335 | -20.1% | -$74.08万 | 减仓 |
| IAGG | ISHARES TR | $321.75万 | 2.47% | 64,299 | 3,626 | 6.0% | $18.14万 | 加仓 |
| MTUM | ISHARES TR | $379.57万 | 2.92% | 15,816 | 693 | 4.6% | $16.63万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $414.57万 | 3.19% | 114,459 | 15,942 | 16.2% | $57.74万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $433.33万 | 3.33% | 131,511 | 4,630 | 3.6% | $15.26万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $469.74万 | 3.61% | 78,882 | 70,152 | 803.6% | $417.76万 | 加仓 |
| EFG | ISHARES TR | $481.64万 | 3.70% | 43,247 | 37,864 | 703.4% | $421.69万 | 加仓 |
| QUAL | ISHARES TR | $504.63万 | 3.88% | 26,309 | 394 | 1.5% | $7.56万 | 加仓 |
| MBB | ISHARES TR | $509.67万 | 3.92% | 53,678 | 2,803 | 5.5% | $26.61万 | 加仓 |
| TLH | ISHARES TR | $578.80万 | 4.45% | 57,466 | -2,448 | -4.1% | -$24.66万 | 减仓 |
| EFV | ISHARES TR | $744.53万 | 5.72% | 100,138 | 637 | 0.6% | $4.74万 | 加仓 |
| IEMG | ISHARES INC | $779.71万 | 6.00% | 111,787 | -13,604 | -10.8% | -$94.89万 | 减仓 |
| IVW | ISHARES TR | $794.98万 | 6.11% | 70,284 | 4,872 | 7.4% | $55.11万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $863.00万 | 6.64% | 148,332 | -22,429 | -13.1% | -$130.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $970.86万 | 7.46% | 49,483 | -4,943 | -9.1% | -$96.98万 | 减仓 |
| IVV | ISHARES TR | $1,402.31万 | 10.78% | 21,468 | 5,032 | 30.6% | $328.70万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,609.40万 | 12.37% | 341,844 | 17,287 | 5.3% | $81.39万 | 加仓 |