ALLSTREET CAPITAL ADVISORS LLC
LOS ANGELES CA · SEC CIK 0002130022
$1.35亿2026Q1 申报市值
63持仓数
54.8%前十大占比 · 第一大 12.0%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IAGG 加仓+$39.31万
VTIP 加仓+$29.42万
IWP 加仓+$19.92万
IWS 加仓+$16.60万
IWN 加仓+$16.27万
2026Q1 卖出最多 按季末市值估算
BNDX 减仓-$97.47万
VEA 减仓-$36.99万
IVW 减仓-$32.83万
SCHP 减仓-$30.62万
MSFT 清仓-$25.65万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -530 | -100.0% | -$25.65万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GENELUX CORPORATION | $2.42万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.42万 | 0.15% | 2,039 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.70万 | 0.16% | 376 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $21.96万 | 0.16% | 5,637 | 10 | 0.2% | $390 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $26.27万 | 0.19% | 893 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $26.47万 | 0.20% | 3,733 | 75 | 2.1% | $5,318 | 加仓 |
| RWR | SPDR SERIES TRUST | $26.53万 | 0.20% | 2,627 | -30 | -1.1% | -$3,029 | 减仓 |
| AAPL | APPLE INC | $27.31万 | 0.20% | 1,076 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $28.31万 | 0.21% | 2,912 | -100 | -3.3% | -$9,723 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $30.46万 | 0.23% | 8,997 | 3 | 0.0% | $102 | 加仓 |
| AVGO | BROADCOM INC | $30.64万 | 0.23% | 990 | -60 | -5.7% | -$1.86万 | 减仓 |
| SUSA | ISHARES TR | $32.26万 | 0.24% | 2,442 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $33.52万 | 0.25% | 2,766 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $33.58万 | 0.25% | 514 | 14 | 2.8% | $9,148 | 加仓 |
| DJP | BARCLAYS BANK PLC | $34.66万 | 0.26% | 7,199 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $38.12万 | 0.28% | 5,177 | 128 | 2.5% | $9,425 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $42.70万 | 0.32% | 8,559 | -245 | -2.8% | -$1.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.27万 | 0.32% | 1,349 | -49 | -3.5% | -$1.57万 | 减仓 |
| IWM | ISHARES TR | $45.78万 | 0.34% | 1,846 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $48.09万 | 0.36% | 11,389 | 659 | 6.1% | $2.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $49.56万 | 0.37% | 8,322 | 1,178 | 16.5% | $7.01万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $49.73万 | 0.37% | 9,955 | 5,890 | 144.9% | $29.42万 | 加仓 |
| IEFA | ISHARES TR | $51.48万 | 0.38% | 5,686 | 50 | 0.9% | $4,527 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.43万 | 0.42% | 7,119 | -356 | -4.8% | -$2.82万 | 减仓 |
| IJT | ISHARES TR | $63.30万 | 0.47% | 4,374 | -523 | -10.7% | -$7.57万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.53% | 1 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $73.29万 | 0.54% | 12,520 | 926 | 8.0% | $5.42万 | 加仓 |
| IJS | ISHARES TR | $80.28万 | 0.59% | 6,778 | -670 | -9.0% | -$7.94万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $83.06万 | 0.61% | 11,061 | -2,967 | -21.2% | -$22.28万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $90.12万 | 0.67% | 33,868 | -11,507 | -25.4% | -$30.62万 | 减仓 |
| IWN | ISHARES TR | $102.18万 | 0.76% | 5,390 | 858 | 18.9% | $16.27万 | 加仓 |
| USHY | ISHARES TR | $103.28万 | 0.76% | 28,036 | 20 | 0.1% | $737 | 加仓 |
| BCD | ABRDN ETFS | $105.66万 | 0.78% | 29,530 | 3,223 | 12.3% | $11.53万 | 加仓 |
| IJH | ISHARES TR | $110.00万 | 0.81% | 16,290 | -1,501 | -8.4% | -$10.14万 | 减仓 |
| IWS | ISHARES TR | $115.33万 | 0.85% | 7,913 | 1,139 | 16.8% | $16.60万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $117.02万 | 0.87% | 54,452 | 3,739 | 7.4% | $8.04万 | 加仓 |
| IWO | ISHARES TR | $118.71万 | 0.88% | 3,783 | 145 | 4.0% | $4.55万 | 加仓 |
| IVE | ISHARES TR | $149.97万 | 1.11% | 7,102 | -1,042 | -12.8% | -$22.00万 | 减仓 |
| SHY | ISHARES TR | $173.17万 | 1.28% | 20,972 | -411 | -1.9% | -$3.39万 | 减仓 |
| IWP | ISHARES TR | $175.26万 | 1.30% | 13,679 | 1,555 | 12.8% | $19.92万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $181.63万 | 1.34% | 4,158 | -311 | -7.0% | -$13.59万 | 减仓 |
| IVW | ISHARES TR | $199.64万 | 1.48% | 17,650 | -2,902 | -14.1% | -$32.83万 | 减仓 |
| IYR | ISHARES TR | $215.88万 | 1.60% | 22,830 | -692 | -2.9% | -$6.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $222.16万 | 1.64% | 11,323 | -335 | -2.9% | -$6.57万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $236.53万 | 1.75% | 101,428 | -696 | -0.7% | -$1.62万 | 减仓 |
| HYG | ISHARES TR | $237.59万 | 1.76% | 29,863 | 1,206 | 4.2% | $9.59万 | 加仓 |
| IEMG | ISHARES INC | $255.30万 | 1.89% | 36,602 | 1,496 | 4.3% | $10.43万 | 加仓 |
| TIP | ISHARES TR | $261.90万 | 1.94% | 23,731 | -702 | -2.9% | -$7.75万 | 减仓 |
| IWD | ISHARES TR | $269.74万 | 2.00% | 12,624 | -123 | -1.0% | -$2.63万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $331.82万 | 2.45% | 12,894 | -413 | -3.1% | -$10.63万 | 减仓 |
| IAGG | ISHARES TR | $376.18万 | 2.78% | 75,177 | 7,856 | 11.7% | $39.31万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $377.47万 | 2.79% | 17,375 | -501 | -2.8% | -$10.88万 | 减仓 |
| IWF | ISHARES TR | $389.52万 | 2.88% | 9,135 | 24 | 0.3% | $1.02万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $406.24万 | 3.01% | 22,045 | -573 | -2.5% | -$10.56万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $411.56万 | 3.04% | 13,617 | 121 | 0.9% | $3.66万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $448.60万 | 3.32% | 93,361 | -20,285 | -17.8% | -$97.47万 | 减仓 |
| IDEV | ISHARES TR | $489.46万 | 3.62% | 58,569 | 120 | 0.2% | $1.00万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $515.92万 | 3.82% | 77,164 | -739 | -0.9% | -$4.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $569.95万 | 4.22% | 105,448 | -3,969 | -3.6% | -$21.45万 | 减仓 |
| BCI | ABRDN ETFS | $690.91万 | 5.11% | 284,443 | -2,904 | -1.0% | -$7.05万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,089.17万 | 8.06% | 29,642 | -166 | -0.6% | -$6.10万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,160.97万 | 8.59% | 80,095 | -1,108 | -1.4% | -$16.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,626.32万 | 12.03% | 253,794 | -5,772 | -2.2% | -$36.99万 | 减仓 |