13F 机构持仓

Kastel Capital Advisors, LLC

WELLESLEY MA · SEC CIK 0002111663

2026Q22026Q1 更早 9 个季度 🔒
$1.63亿2026Q1 申报市值
55持仓数
64.6%前十大占比 · 第一大 14.8%
0 / 0新建仓 / 清仓
申报市值走势$1.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 14.8%
FBND 12.3%
IXUS 10.7%
IVOO 5.5%
SCHP 4.5%
VTI 3.8%
VIG 3.7%
VOO 3.3%
AGG 3.2%
VEA 2.8%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
IVV ISHARES TR $2,406.89万14.77%35,140 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $2,007.80万12.32%436,100 00.0% — 不变
IXUS ISHARES TR $1,751.22万10.75%206,903 00.0% — 不变
IVOO VANGUARD ADMIRAL FDS INC $890.50万5.47%79,651 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $732.19万4.49%276,404 00.0% — 不变
VTI VANGUARD INDEX FDS $618.42万3.80%18,445 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $597.26万3.67%27,175 00.0% — 不变
VOO VANGUARD INDEX FDS $539.85万3.31%8,608 00.0% — 不变
AGG ISHARES TR $528.90万3.25%52,953 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $449.74万2.76%71,993 00.0% — 不变
SGOL ETFS GOLD TR $424.55万2.61%103,347 00.0% — 不变
QUAL ISHARES TR $415.36万2.55%20,912 00.0% — 不变
SGOV ISHARES TR $404.66万2.48%40,313 00.0% — 不变
EMGF ISHARES INC $329.39万2.02%56,938 00.0% — 不变
MUB ISHARES TR $320.55万1.97%29,927 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $308.02万1.89%38,633 00.0% — 不变
VXUS VANGUARD STAR FDS $294.29万1.81%39,010 00.0% — 不变
USMV ISHARES TR $290.95万1.79%30,899 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $286.48万1.76%109,220 00.0% — 不变
IQLT ISHARES TR $274.27万1.68%60,345 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $264.62万1.62%23,848 00.0% — 不变
IBMO ISHARES TR $194.41万1.19%75,831 00.0% — 不变
IBMP ISHARES TR $190.13万1.17%74,883 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $176.62万1.08%12,306 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $152.77万0.94%41,763 00.0% — 不变
IBMQ ISHARES TR $138.79万0.85%54,269 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $113.80万0.70%13,611 00.0% — 不变
ILF ISHARES TR $79.40万0.49%26,075 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $77.34万0.47%15,577 00.0% — 不变
VTV VANGUARD INDEX FDS $71.70万0.44%3,754 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $63.46万0.39%19,454 00.0% — 不变
VUG VANGUARD INDEX FDS $60.75万0.37%1,245 00.0% — 不变
IBHH ISHARES TR $55.77万0.34%23,556 00.0% — 不变
VBR VANGUARD INDEX FDS $55.47万0.34%2,619 00.0% — 不变
IBHG ISHARES TR $55.27万0.34%24,762 00.0% — 不变
FESM FIDELITY COVINGTON TRUST $54.45万0.33%14,412 00.0% — 不变
IBDR ISHARES TR $54.43万0.33%22,464 00.0% — 不变
RING ISHARES INC $43.81万0.27%5,949 00.0% — 不变
AMLP ALPS ETF TR $42.69万0.26%9,079 00.0% — 不变
IBDS ISHARES TR $41.10万0.25%16,929 00.0% — 不变
AOM ISHARES TR $40.29万0.25%8,440 00.0% — 不变
IBTG ISHARES TR $39.51万0.24%17,272 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $38.80万0.24%2,750 00.0% — 不变
IBHF ISHARES TR $37.75万0.23%16,355 00.0% — 不变
IEFA ISHARES TR $32.68万0.20%3,653 00.0% — 不变
MTUM ISHARES TR $30.09万0.18%1,202 00.0% — 不变
AAPL APPLE INC $27.84万0.17%1,024 00.0% — 不变
IWD ISHARES TR $27.40万0.17%1,303 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $26.54万0.16%1,386 00.0% — 不变
IEI ISHARES TR $24.00万0.15%2,011 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $23.81万0.15%1,067 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $22.98万0.14%3,015 00.0% — 不变
LTPZ PIMCO ETF TR $21.24万0.13%4,105 00.0% — 不变
SHYG ISHARES TR $20.24万0.12%4,720 00.0% — 不变
GOOGL ALPHABET INC $20.18万0.12%645 00.0% — 不变