TSG Advice Partners, LLC
COLUMBUS OH · SEC CIK 0002111347
$6.67亿2026Q1 申报市值
135持仓数
62.9%前十大占比 · 第一大 10.3%
23 / 4新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHG 新建仓+$4,752.16万
SPDW 新建仓+$3,783.23万
SPYM 加仓+$3,664.48万
VT 加仓+$3,090.18万
SCHV 新建仓+$3,087.09万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1.68亿
MDY 减仓-$4,179.71万
SPY 减仓-$3,290.53万
IVW 减仓-$2,937.21万
IWM 减仓-$2,848.67万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $161.82万 | 0.24% | 4,353 | 1,072 | 32.7% | $39.85万 | 加仓 |
| MUB | ISHARES TR | $164.67万 | 0.25% | 15,513 | -225 | -1.4% | -$2.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $166.93万 | 0.25% | 2,892 | -2,283 | -44.1% | -$131.78万 | 减仓 |
| IWR | ISHARES TR | $167.81万 | 0.25% | 17,259 | -2,519 | -12.7% | -$24.49万 | 减仓 |
| MCD | MCDONALDS CORP | $168.08万 | 0.25% | 5,408 | 49 | 0.9% | $1.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $173.19万 | 0.26% | 3,614 | 886 | 32.5% | $42.46万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $186.45万 | 0.28% | 37,372 | 114 | 0.3% | $5,687 | 加仓 |
| V | VISA INC | $245.78万 | 0.37% | 8,132 | -147 | -1.8% | -$4.44万 | 减仓 |
| EFA | ISHARES TR | $283.50万 | 0.42% | 29,188 | 291 | 1.0% | $2.83万 | 加仓 |
| LLY | ELI LILLY & CO | $298.76万 | 0.45% | 3,248 | 12 | 0.4% | $1.10万 | 加仓 |
| META | META PLATFORMS INC | $305.29万 | 0.46% | 5,336 | 190 | 3.7% | $10.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $310.73万 | 0.47% | 10,563 | 203 | 2.0% | $5.97万 | 加仓 |
| GOOGL | ALPHABET INC | $369.66万 | 0.55% | 12,855 | 508 | 4.1% | $14.61万 | 加仓 |
| IJR | ISHARES TR | $403.66万 | 0.60% | 32,472 | -875 | -2.6% | -$10.88万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $507.85万 | 0.76% | 69,436 | 69,436 | — | $507.85万 | 新建仓 |
| GOOG | ALPHABET INC | $530.15万 | 0.79% | 18,481 | 720 | 4.1% | $20.65万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $584.85万 | 0.88% | 185,666 | 185,666 | — | $584.85万 | 新建仓 |
| MSFT | MICROSOFT CORP | $590.65万 | 0.89% | 15,956 | 418 | 2.7% | $15.47万 | 加仓 |
| AMZN | AMAZON COM INC | $622.85万 | 0.93% | 29,906 | 2,005 | 7.2% | $41.76万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $675.23万 | 1.01% | 89,803 | 73,169 | 439.9% | $550.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $725.49万 | 1.09% | 41,599 | 969 | 2.4% | $16.90万 | 加仓 |
| BCI | ABRDN ETFS | $817.03万 | 1.22% | 336,363 | 336,363 | — | $817.03万 | 新建仓 |
| IWM | ISHARES TR | $962.63万 | 1.44% | 38,816 | -114,866 | -74.7% | -$2,848.67万 | 减仓 |
| IVW | ISHARES TR | $1,025.24万 | 1.54% | 90,641 | -259,677 | -74.1% | -$2,937.21万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $1,175.25万 | 1.76% | 503,965 | 503,965 | — | $1,175.25万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,188.51万 | 1.78% | 143,627 | 143,627 | — | $1,188.51万 | 新建仓 |
| AAPL | APPLE INC | $1,695.63万 | 2.54% | 66,812 | 2,098 | 3.2% | $53.25万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,182.31万 | 3.27% | 35,383 | -67,768 | -65.7% | -$4,179.71万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,819.69万 | 4.22% | 476,138 | 457,839 | 2,502.0% | $2,711.32万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,898.11万 | 4.34% | 599,773 | 585,922 | 4,230.2% | $2,831.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,038.59万 | 4.55% | 562,182 | 562,182 | — | $3,038.59万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,087.09万 | 4.63% | 1,012,162 | 1,012,162 | — | $3,087.09万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,153.85万 | 4.73% | 228,011 | 223,408 | 4,853.5% | $3,090.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,713.72万 | 5.56% | 485,200 | 478,766 | 7,441.2% | $3,664.48万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,783.23万 | 5.67% | 828,748 | 828,748 | — | $3,783.23万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,051.69万 | 6.07% | 62,301 | -50,597 | -44.8% | -$3,290.53万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,752.16万 | 7.12% | 1,631,361 | 1,631,361 | — | $4,752.16万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $6,669.10万 | 9.99% | 905,636 | 196,843 | 27.8% | $1,449.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,849.04万 | 10.26% | 114,619 | -280,444 | -71.0% | -$1.68亿 | 减仓 |