CORE WEALTH ADVISORS, LLC
INDIANAPOLIS IN · SEC CIK 0002110114
$1.36亿2026Q2 申报市值
35持仓数
70.6%前十大占比 · 第一大 16.9%
4 / 2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
IVV 加仓+$691.97万
JCPB 加仓+$476.69万
IALT 新建仓+$343.99万
GGOV 新建仓+$308.34万
CORO 新建仓+$285.52万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$677.60万
QUAL 减仓-$459.38万
IEMG 减仓-$359.05万
IAGG 清仓-$321.75万
VTV 减仓-$284.49万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,299.69万 | 16.95% | 30,708 | 9,240 | 43.0% | $691.97万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,081.31万 | 15.34% | 443,398 | 101,554 | 29.7% | $476.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $912.10万 | 6.72% | 134,112 | -14,220 | -9.6% | -$96.71万 | 减仓 |
| IVW | ISHARES TR | $862.46万 | 6.36% | 62,711 | -7,573 | -10.8% | -$104.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $793.90万 | 5.85% | 36,429 | -13,054 | -26.4% | -$284.49万 | 减仓 |
| IEMG | ISHARES INC | $567.00万 | 4.18% | 68,445 | -43,342 | -38.8% | -$359.05万 | 减仓 |
| MBB | ISHARES TR | $545.22万 | 4.02% | 57,683 | 4,005 | 7.5% | $37.86万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $512.51万 | 3.78% | 97,213 | -34,298 | -26.1% | -$180.82万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $507.53万 | 3.74% | 86,052 | 7,170 | 9.1% | $42.29万 | 加仓 |
| EFG | ISHARES TR | $504.25万 | 3.72% | 40,528 | -2,719 | -6.3% | -$33.83万 | 减仓 |
| TLH | ISHARES TR | $402.52万 | 2.97% | 40,112 | -17,354 | -30.2% | -$174.15万 | 减仓 |
| MTUM | ISHARES TR | $371.49万 | 2.74% | 10,836 | -4,980 | -31.5% | -$170.73万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $359.47万 | 2.65% | 61,021 | 4,105 | 7.2% | $24.18万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $343.99万 | 2.53% | 122,635 | 122,635 | — | $343.99万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $308.34万 | 2.27% | 61,312 | 61,312 | — | $308.34万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $286.61万 | 2.11% | 66,483 | -47,976 | -41.9% | -$206.82万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $285.52万 | 2.10% | 78,010 | 78,010 | — | $285.52万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $279.19万 | 2.06% | 87,852 | 9,517 | 12.1% | $30.25万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $226.71万 | 1.67% | 41,968 | 41,968 | — | $226.71万 | 新建仓 |
| MUB | ISHARES TR | $134.84万 | 0.99% | 12,529 | -3,265 | -20.7% | -$35.14万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $130.20万 | 0.96% | 32,937 | 710 | 2.2% | $2.81万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $128.85万 | 0.95% | 49,904 | -391 | -0.8% | -$1.01万 | 减仓 |
| QUAL | ISHARES TR | $117.92万 | 0.87% | 5,374 | -20,935 | -79.6% | -$459.38万 | 减仓 |
| LMUB | ISHARES TR | $104.79万 | 0.77% | 20,459 | 368 | 1.8% | $1.88万 | 加仓 |
| EFV | ISHARES TR | $88.96万 | 0.66% | 11,621 | -88,517 | -88.4% | -$677.60万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $82.63万 | 0.61% | 6,944 | -1,646 | -19.2% | -$19.59万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $63.26万 | 0.47% | 17,991 | -66,566 | -78.7% | -$234.05万 | 减仓 |
| ESGU | ISHARES TR | $55.09万 | 0.41% | 3,366 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $48.24万 | 0.36% | 5,437 | 492 | 9.9% | $4.36万 | 加仓 |
| EMXC | ISHARES INC | $39.96万 | 0.29% | 3,906 | -34 | -0.9% | -$3,478 | 减仓 |
| VOO | VANGUARD INDEX FDS | $30.51万 | 0.22% | 444 | 1 | 0.2% | $687 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.68万 | 0.18% | 7,090 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $24.48万 | 0.18% | 669 | -403 | -37.6% | -$14.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.06万 | 0.18% | 1,263 | -532 | -29.6% | -$10.14万 | 减仓 |
| XAR | SPDR SERIES TRUST | $22.90万 | 0.17% | 807 | -120 | -12.9% | -$3.41万 | 减仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -64,299 | -100.0% | -$321.75万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -5,136 | -100.0% | -$24.64万 | 清仓 |