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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $36.62万 | 0.05% | 7,511 | -8 | -0.1% | -$390 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $35.50万 | 0.05% | 1,051 | 1,051 | — | $35.50万 | 新建仓 |
| T | AT&T INC | $35.24万 | 0.05% | 12,155 | 1,772 | 17.1% | $5.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $34.10万 | 0.05% | 1,738 | -62 | -3.4% | -$1.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $33.62万 | 0.05% | 1,048 | -1 | -0.1% | -$321 | 减仓 |
| DIS | DISNEY WALT CO | $33.18万 | 0.05% | 3,443 | 476 | 16.0% | $4.59万 | 加仓 |
| LOW | LOWES COS INC | $32.44万 | 0.05% | 1,373 | 44 | 3.3% | $1.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.50万 | 0.05% | 5,194 | 5,194 | — | $31.50万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.10万 | 0.05% | 4,853 | -17 | -0.3% | -$1,089 | 减仓 |
| MOAT | VANECK ETF TRUST | $30.03万 | 0.04% | 3,105 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $29.85万 | 0.04% | 421 | 18 | 4.5% | $1.28万 | 加仓 |
| SBUX | STARBUCKS CORP | $29.37万 | 0.04% | 3,279 | 136 | 4.3% | $1.22万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $29.04万 | 0.04% | 7,012 | 7,012 | — | $29.04万 | 新建仓 |
| — | HONEYWELL INTL INC | $28.88万 | 0.04% | 1,278 | -110 | -7.9% | -$2.49万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $28.36万 | 0.04% | 6,260 | -240 | -3.7% | -$1.09万 | 减仓 |
| GEV | GE VERNOVA INC | $27.79万 | 0.04% | 318 | 2 | 0.6% | $1,748 | 加仓 |
| HYMB | SPDR SERIES TRUST | $27.10万 | 0.04% | 10,928 | 20 | 0.2% | $496 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $26.81万 | 0.04% | 2,779 | 2,779 | — | $26.81万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $25.60万 | 0.04% | 424 | 424 | — | $25.60万 | 新建仓 |
| HYLB | DBX ETF TR | $25.59万 | 0.04% | 7,077 | -138 | -1.9% | -$4,990 | 减仓 |
| TIP | ISHARES TR | $25.40万 | 0.04% | 2,302 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $25.05万 | 0.04% | 1,342 | 199 | 17.4% | $3.71万 | 加仓 |
| AMGN | AMGEN INC | $24.96万 | 0.04% | 709 | 69 | 10.8% | $2.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.34万 | 0.03% | 772 | -48 | -5.9% | -$1.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.18万 | 0.03% | 2,496 | 2,496 | — | $23.18万 | 新建仓 |
| ITOT | ISHARES TR | $22.96万 | 0.03% | 1,612 | 3 | 0.2% | $427 | 加仓 |
| DSI | ISHARES TR | $22.94万 | 0.03% | 1,893 | 128 | 7.3% | $1.55万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $22.59万 | 0.03% | 595 | -4 | -0.7% | -$1,519 | 减仓 |
| INTC | INTEL CORP | $22.36万 | 0.03% | 5,068 | 5,068 | — | $22.36万 | 新建仓 |
| HYD | VANECK ETF TRUST | $22.35万 | 0.03% | 4,458 | 4,458 | — | $22.35万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.80万 | 0.03% | 1,693 | -194 | -10.3% | -$2.50万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $21.41万 | 0.03% | 1,635 | 1,635 | — | $21.41万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.71万 | 0.03% | 2,204 | 162 | 7.9% | $1.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.28万 | 0.03% | 591 | 591 | — | $20.28万 | 新建仓 |
| SLDP | SOLID POWER INC | $3.00万 | 0.00% | 10,000 | -91 | -0.9% | -$273 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -9,716 | -100.0% | -$46.07万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,622 | -100.0% | -$23.07万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -672 | -100.0% | -$22.18万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -3,817 | -100.0% | -$20.22万 | 清仓 |