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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,849.04万 | 10.26% | 114,619 | -280,444 | -71.0% | -$1.68亿 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,669.10万 | 9.99% | 905,636 | 196,843 | 27.8% | $1,449.55万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,752.16万 | 7.12% | 1,631,361 | 1,631,361 | — | $4,752.16万 | 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 |
| SPDW | SPDR INDEX SHS FDS | $3,783.23万 | 5.67% | 828,748 | 828,748 | — | $3,783.23万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $3,713.72万 | 5.56% | 485,200 | 478,766 | 7,441.2% | $3,664.48万 | 加仓 |
| 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 |
| SCHV | SCHWAB STRATEGIC TR | $3,087.09万 | 4.63% | 1,012,162 | 1,012,162 | — | $3,087.09万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,038.59万 | 4.55% | 562,182 | 562,182 | — | $3,038.59万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $2,898.11万 | 4.34% | 599,773 | 585,922 | 4,230.2% | $2,831.18万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,819.69万 | 4.22% | 476,138 | 457,839 | 2,502.0% | $2,711.32万 | 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 |
| AAPL | APPLE INC | $1,695.63万 | 2.54% | 66,812 | 2,098 | 3.2% | $53.25万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,188.51万 | 1.78% | 143,627 | 143,627 | — | $1,188.51万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $1,175.25万 | 1.76% | 503,965 | 503,965 | — | $1,175.25万 | 新建仓 |
| IVW | ISHARES TR | $1,025.24万 | 1.54% | 90,641 | -259,677 | -74.1% | -$2,937.21万 | 减仓 |
| IWM | ISHARES TR | $962.63万 | 1.44% | 38,816 | -114,866 | -74.7% | -$2,848.67万 | 减仓 |
| BCI | ABRDN ETFS | $817.03万 | 1.22% | 336,363 | 336,363 | — | $817.03万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $725.49万 | 1.09% | 41,599 | 969 | 2.4% | $16.90万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $675.23万 | 1.01% | 89,803 | 73,169 | 439.9% | $550.16万 | 加仓 |
| AMZN | AMAZON COM INC | $622.85万 | 0.93% | 29,906 | 2,005 | 7.2% | $41.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $590.65万 | 0.89% | 15,956 | 418 | 2.7% | $15.47万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $584.85万 | 0.88% | 185,666 | 185,666 | — | $584.85万 | 新建仓 |
| GOOG | ALPHABET INC | $530.15万 | 0.79% | 18,481 | 720 | 4.1% | $20.65万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $507.85万 | 0.76% | 69,436 | 69,436 | — | $507.85万 | 新建仓 |
| IJR | ISHARES TR | $403.66万 | 0.60% | 32,472 | -875 | -2.6% | -$10.88万 | 减仓 |
| GOOGL | ALPHABET INC | $369.66万 | 0.55% | 12,855 | 508 | 4.1% | $14.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $310.73万 | 0.47% | 10,563 | 203 | 2.0% | $5.97万 | 加仓 |
| META | META PLATFORMS INC | $305.29万 | 0.46% | 5,336 | 190 | 3.7% | $10.87万 | 加仓 |
| LLY | ELI LILLY & CO | $298.76万 | 0.45% | 3,248 | 12 | 0.4% | $1.10万 | 加仓 |
| EFA | ISHARES TR | $283.50万 | 0.42% | 29,188 | 291 | 1.0% | $2.83万 | 加仓 |
| V | VISA INC | $245.78万 | 0.37% | 8,132 | -147 | -1.8% | -$4.44万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $186.45万 | 0.28% | 37,372 | 114 | 0.3% | $5,687 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $173.19万 | 0.26% | 3,614 | 886 | 32.5% | $42.46万 | 加仓 |
| MCD | MCDONALDS CORP | $168.08万 | 0.25% | 5,408 | 49 | 0.9% | $1.52万 | 加仓 |
| IWR | ISHARES TR | $167.81万 | 0.25% | 17,259 | -2,519 | -12.7% | -$24.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $166.93万 | 0.25% | 2,892 | -2,283 | -44.1% | -$131.78万 | 减仓 |
| MUB | ISHARES TR | $164.67万 | 0.25% | 15,513 | -225 | -1.4% | -$2.39万 | 减仓 |
| TSLA | TESLA INC | $161.82万 | 0.24% | 4,353 | 1,072 | 32.7% | $39.85万 | 加仓 |
| NFLX | NETFLIX INC. | $160.09万 | 0.24% | 16,650 | 1,379 | 9.0% | $13.26万 | 加仓 |
| EFAV | ISHARES TR | $129.15万 | 0.19% | 14,135 | -8 | -0.1% | -$731 | 减仓 |
| ABBV | ABBVIE INC | $126.71万 | 0.19% | 5,826 | 3,036 | 108.8% | $66.03万 | 加仓 |
| WMT | WALMART INC | $125.03万 | 0.19% | 10,060 | 248 | 2.5% | $3.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $121.90万 | 0.18% | 12,450 | -9 | -0.1% | -$881 | 减仓 |
| AVGO | BROADCOM INC | $120.44万 | 0.18% | 3,891 | 203 | 5.5% | $6.28万 | 加仓 |
| AGG | ISHARES TR | $117.85万 | 0.18% | 11,872 | -2,522 | -17.5% | -$25.04万 | 减仓 |
| HD | HOME DEPOT INC | $113.96万 | 0.17% | 3,465 | -229 | -6.2% | -$7.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $109.48万 | 0.16% | 4,479 | 59 | 1.3% | $1.44万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.17万 | 0.16% | 10,439 | 2,282 | 28.0% | $23.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.85万 | 0.16% | 1,052 | 93 | 9.7% | $9.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $99.31万 | 0.15% | 4,097 | -396 | -8.8% | -$9.60万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $96.49万 | 0.14% | 38,988 | -148 | -0.4% | -$3,663 | 减仓 |
| — | EXXON MOBIL CORP | $92.20万 | 0.14% | 5,434 | 754 | 16.1% | $12.79万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.53万 | 0.13% | 3,768 | -9,322 | -71.2% | -$221.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.64万 | 0.13% | 1,024 | -1 | -0.1% | -$846 | 减仓 |
| ORCL | ORACLE CORP | $86.52万 | 0.13% | 5,881 | 99 | 1.7% | $1.46万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.64万 | 0.13% | 6,145 | 4,508 | 275.4% | $62.83万 | 加仓 |
| PFE | PFIZER INC | $83.23万 | 0.12% | 29,639 | 4,291 | 16.9% | $12.05万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $78.99万 | 0.12% | 34,372 | -1,414 | -4.0% | -$3.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $78.52万 | 0.12% | 4,898 | -85 | -1.7% | -$1.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $75.41万 | 0.11% | 5,221 | -27 | -0.5% | -$3,900 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.76万 | 0.11% | 3,895 | -109 | -2.7% | -$2.09万 | 减仓 |
| AIQ | GLOBAL X FDS | $73.51万 | 0.11% | 15,752 | 742 | 4.9% | $3.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.00万 | 0.11% | 1,461 | -17 | -1.2% | -$8,494 | 减仓 |
| TMUS | T-MOBILE US INC | $72.23万 | 0.11% | 3,439 | 133 | 4.0% | $2.79万 | 加仓 |
| PEP | PEPSICO INC | $71.74万 | 0.11% | 4,620 | -66 | -1.4% | -$1.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $70.25万 | 0.11% | 4,249 | 111 | 2.7% | $1.84万 | 加仓 |
| RTX | RTX CORPORATION | $65.09万 | 0.10% | 3,374 | 72 | 2.2% | $1.39万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $63.91万 | 0.10% | 5,701 | -86 | -1.5% | -$9,641 | 减仓 |
| CVS | CVS HEALTH CORP | $61.58万 | 0.09% | 8,575 | 105 | 1.2% | $7,541 | 加仓 |
| MRK | MERCK & CO INC | $60.89万 | 0.09% | 5,062 | 187 | 3.8% | $2.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $59.39万 | 0.09% | 2,870 | 194 | 7.2% | $4.01万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $59.10万 | 0.09% | 13,906 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $56.72万 | 0.08% | 1,448 | 27 | 1.9% | $1.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $56.52万 | 0.08% | 1,654 | -7 | -0.4% | -$2,392 | 减仓 |
| ETN | EATON CORP PLC | $55.28万 | 0.08% | 1,546 | 905 | 141.2% | $32.36万 | 加仓 |
| CSCO | CISCO SYS INC | $54.93万 | 0.08% | 7,080 | 956 | 15.6% | $7.42万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $54.21万 | 0.08% | 17,192 | 25 | 0.1% | $788 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $51.23万 | 0.08% | 7,799 | 7,799 | — | $51.23万 | 新建仓 |
| MS | MORGAN STANLEY | $49.33万 | 0.07% | 2,997 | 273 | 10.0% | $4.49万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $48.42万 | 0.07% | 4,921 | 105 | 2.2% | $1.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.46万 | 0.07% | 1,190 | -34 | -2.8% | -$1.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.74万 | 0.07% | 3,417 | 3,417 | — | $44.74万 | 新建仓 |
| IVV | ISHARES TR | $44.63万 | 0.07% | 683 | 5 | 0.7% | $3,267 | 加仓 |
| LRCX | LAM RESEARCH CORP | $44.57万 | 0.07% | 2,086 | 79 | 3.9% | $1.69万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $43.81万 | 0.07% | 9,339 | -8 | -0.1% | -$375 | 减仓 |
| LIN | LINDE PLC | $42.17万 | 0.06% | 851 | 851 | — | $42.17万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $41.96万 | 0.06% | 2,595 | 105 | 4.2% | $1.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.96万 | 0.06% | 8,358 | 2,082 | 33.2% | $10.45万 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.80万 | 0.06% | 1,819 | 64 | 3.6% | $1.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.12万 | 0.06% | 2,021 | 49 | 2.5% | $9,970 | 加仓 |
| BWX | SPDR SERIES TRUST | $40.40万 | 0.06% | 18,407 | 18,407 | — | $40.40万 | 新建仓 |
| IYH | ISHARES TR | $40.06万 | 0.06% | 6,498 | -244 | -3.6% | -$1.50万 | 减仓 |
| WFC | WELLS FARGO & CO | $39.11万 | 0.06% | 4,913 | 472 | 10.6% | $3.76万 | 加仓 |
| IGEB | ISHARES TR | $38.36万 | 0.06% | 8,513 | 71 | 0.8% | $3,199 | 加仓 |
| KO | COCA COLA CO | $37.96万 | 0.06% | 4,991 | 734 | 17.2% | $5.58万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $37.45万 | 0.06% | 12,096 | -14 | -0.1% | -$433 | 减仓 |
| GE | GE AEROSPACE | $36.93万 | 0.06% | 1,301 | -19 | -1.4% | -$5,393 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.82万 | 0.06% | 2,517 | 871 | 52.9% | $12.74万 | 加仓 |
| IVE | ISHARES TR | $36.69万 | 0.05% | 1,738 | 2 | 0.1% | $422 | 加仓 |