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Topel & Distasi Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.9亿

申报季度: 2026-03-31 · 持股只数: 58

Topel & Distasi Wealth Management, LLC在最新一期 13F 报告中披露了 58 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 8.6%。

机构性格雪花图

集中度
19.33
持仓稳定性
8.64
动能／逆势
100
行业集中度
61.12
多样化
100
仓位均衡度
86.45

近期动向

  • 减仓 IWB

    -48.2%　-US$289.8万

  • 加仓 VTV

    -0.1%　US$50.8万

  • 加仓 IEFA

    +0.9%　US$32.9万

  • 减仓 VEA

    -27.2%　-US$143.2万

  • 加仓 GOVT

    +1.8%　US$19.6万

  • 减仓 SPYV

    -23.6%　-US$96.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VTVVanguard Value ETFETF-其他10.20%+0.81%-0.08%
2VUGVanguard Growth ETFETF-其他8.83%-0.22%+2.95%
3IEFAIshares Core Msci Eafe ETFETF-其他8.08%+0.61%+0.94%
4GOVTIshares US Treasury Bond ETFETF-政府公债7.71%+0.52%+1.84%
5LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债5.88%+0.36%+1.82%
6IJRIshares Core S&p Small-cap EETF-中小型股5.68%+0.39%-1.98%
7BNDXVanguard Total Intl Bond ETFETF-其他4.89%+0.36%+2.60%
8IJHIshares Core S&p Midcap ETFETF-其他3.68%+0.15%-3.84%
9HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债3.14%+0.13%-0.08%
10IWFIshares Russell 1000 GrowthETF-其他2.52%-0.09%+1.42%
11USHYIshares Broad Usd High YieldETF-非投资级债2.50%+0.19%+3.66%
12USRTIshares Core US Reit ETFETF-其他2.48%+0.27%+1.72%
13VEAVanguard Ftse Developed ETFETF-其他2.19%-0.57%-27.17%
14VVVanguard Large-cap ETFETF-其他2.01%+0.10%+4.70%
15SHYIshares 1-3 Year Treasury BoETF-政府公债1.83%+0.08%-0.46%
16VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.81%+0.09%-0.28%
17IWDIshares Russell 1000 Value EETF-其他1.73%+0.13%+0.33%
18IGOVIshares International TreasuETF-其他1.72%—+1.22%
19SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.59%-0.39%-23.63%
20IWBIshares Russell 1000 ETFETF-其他1.47%-1.33%-48.21%
21ESGVVanguard Esg US Stock ETFETF-其他1.46%-0.12%-5.75%
22VBVanguard Small-cap ETFETF-其他1.42%+0.10%+0.72%
23DSIIshares Esg Msci Kld 400 ETFETF-其他1.42%-0.11%-7.01%
24VOVanguard Mid-cap ETFETF-其他1.28%—+1.33%
25VWOVanguard Ftse Emerging MarkeETF-新兴市场1.21%+0.11%+3.40%
26VCITVanguard Int-term CorporateETF-投资级公司债1.20%+0.11%+4.66%
27IUSGIshares Core S&p U.s. GrowthETF-其他1.09%+0.22%+27.99%
28SUSCIshares Esg Aware Usd CorporETF-其他1.09%+0.07%+1.98%
29SPEMState Street Sp Ptf Em ETFETF-其他0.86%-0.05%-11.41%
30VSGXVanguard Esg Intl Stock ETFETF-其他0.77%-0.04%-10.64%
31ESMLIshares Esg Aware Msci USA SETF-其他0.67%-0.05%-14.65%
32VBRVanguard Small-cap Value ETFETF-其他0.62%+0.05%—
33ECLEcolab INC股票-原材料0.62%-0.01%-8.28%
34AAPLApple INC股票-科技0.49%-0.05%-8.06%
35DJPIpath Bloomberg Commodity InETF-避险与商品0.46%+0.12%—
36VGITVanguard Intermediate-term TETF-其他0.43%+0.07%+15.22%
37SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他0.43%+0.03%—
38HYXFIshares Esg Adv High YieldETF-非投资级债0.43%-0.02%-8.17%
39XJHIshare Esg Ss S&p Midcap ETFETF-其他0.42%—-8.11%
40BNDVanguard Total Bond MarketETF-其他0.34%—-2.05%
41AOAIshares Core 80/20 AggressivETF-其他0.33%—+0.94%
42VOEVanguard Mid-cap Value ETFETF-其他0.30%+0.03%—
43METAMeta Platforms Inc-class A股票-通信服务0.29%—+13.41%
44VEUVanguard Ftse All-world Ex-uETF-其他0.27%—-0.86%
45SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.23%—-1.75%
46AMZNAmazon.com INC股票-周期性消费0.21%-0.01%—
47EEMIshares Msci Emerging MarketETF-新兴市场0.18%——
48IWRIshares Russell Mid-cap ETFETF-其他0.18%—-0.42%
49VTIPVanguard Short-term TipsETF-其他0.17%—-1.15%
50ESGEIshares INC Ishares Esg AwarETF-其他0.17%-0.01%-16.25%
1–50 of 58

本季持股变动

Topel & Distasi Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Russell 1000 (VONE); 清仓: Ishares Core S&p 500 ETF (IVV); 清仓: Schwab U.s. Tips ETF (SCHP); 减仓: Ishares Russell 1000 ETF (IWB) — 股数 -48.21%; 减仓: Vanguard Value ETF (VTV) — 股数 -0.08%.

Topel & Distasi Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VTVVanguard Value ETF+0.8%-0.08%减仓
2IEFAIshares Core Msci Eafe ETF+0.6%+0.94%加仓
3GOVTIshares US Treasury Bond ETF+0.5%+1.84%加仓
4IJRIshares Core S&p Small-cap E+0.4%-1.98%减仓
5BNDXVanguard Total Intl Bond ETF+0.4%+2.60%加仓
6LQDIshr Ibx Usd Invgd Cb Etf-ui+0.4%+1.82%加仓
7USRTIshares Core US Reit ETF+0.3%+1.72%加仓
8IUSGIshares Core S&p U.s. Growth+0.2%+27.99%加仓
9USHYIshares Broad Usd High Yield+0.2%+3.66%加仓
10IJHIshares Core S&p Midcap ETF+0.2%-3.84%减仓
11HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.1%-0.08%减仓
12IWDIshares Russell 1000 Value E+0.1%+0.33%加仓
13DJPIpath Bloomberg Commodity In+0.1%—不变
14VWOVanguard Ftse Emerging Marke+0.1%+3.40%加仓
15VCITVanguard Int-term Corporate+0.1%+4.66%加仓
16VBVanguard Small-cap ETF+0.1%+0.72%加仓
17VVVanguard Large-cap ETF+0.1%+4.70%加仓
18VCSHVanguard S/t CORP Bond ETF+0.1%-0.28%减仓
19SHYIshares 1-3 Year Treasury Bo+0.1%-0.46%减仓
20VGITVanguard Intermediate-term T+0.1%+15.22%加仓
21SUSCIshares Esg Aware Usd Corpor+0.1%+1.98%加仓
22VBRVanguard Small-cap Value ETF+0.1%—不变
23JNJJohnson & Johnson0%—不变
24NEENextera Energy INC0%—不变
25VOEVanguard Mid-cap Value ETF0%—不变
26SLYGSs Spdr S&p 600 Sc Gr ETF0%—不变
27XJHIshare Esg Ss S&p Midcap ETF—-8.11%减仓
28SPYSs Spdr S&p 500 ETF Trust-us—-1.75%减仓
29BRK-BBerkshire Hathaway Inc-cl B—-2.68%减仓
30ECLEcolab INC0%-8.28%减仓
31ESGEIshares INC Ishares Esg Awar0%-16.25%减仓
32AMZNAmazon.com INC0%—不变
33HYXFIshares Esg Adv High Yield0%-8.17%减仓
34ESGDIshares Trust Ishares Esg Aw0%-26.11%减仓
35XVVIshares Esg Select Screened0%-15.14%减仓
36VSGXVanguard Esg Intl Stock ETF0%-10.64%减仓
37SPEMState Street Sp Ptf Em ETF-0.1%-11.41%减仓
38ESMLIshares Esg Aware Msci USA S-0.1%-14.65%减仓
39AAPLApple INC-0.1%-8.06%减仓
40IWFIshares Russell 1000 Growth-0.1%+1.42%加仓
41MSFTMicrosoft CORP-0.1%-38.19%减仓
42DSIIshares Esg Msci Kld 400 ETF-0.1%-7.01%减仓
43ESGVVanguard Esg US Stock ETF-0.1%-5.75%减仓
44VUGVanguard Growth ETF-0.2%+2.95%加仓
45SPYVSs Spdr P S&p 500 Value ETF-0.4%-23.63%减仓
46VEAVanguard Ftse Developed ETF-0.6%-27.17%减仓
47IWBIshares Russell 1000 ETF-1.3%-48.21%减仓
48VONEVanguard Russell 1000—EXIT清仓
49IVVIshares Core S&p 500 ETF—EXIT清仓
50SCHPSchwab U.s. Tips ETF—EXIT清仓

FAQ

Topel & Distasi Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Topel & Distasi Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 58 个已申报仓位之中。
Topel & Distasi Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Topel & Distasi Wealth Management, LLC 按市值排列的前几大持股为： 1. Vanguard Value ETF (VTV) — US$1973.1万 (10.2%) 2. Vanguard Growth ETF (VUG) — US$1707.6万 (8.8%) 3. Ishares Core Msci Eafe ETF (IEFA) — US$1562.7万 (8.1%) 4. Ishares US Treasury Bond ETF (GOVT) — US$1492.5万 (7.7%) 5. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$1138.4万 (5.9%)
Topel & Distasi Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Topel & Distasi Wealth Management, LLC 共进行了 43 项显著调整：新建仓 0 个仓位、加仓 16 个既有持股、减仓 24 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Vanguard Russell 1000 (VONE); 清仓: Ishares Core S&p 500 ETF (IVV); 清仓: Schwab U.s. Tips ETF (SCHP); 减仓: Ishares Russell 1000 ETF (IWB) — 股数 -48.21%; 减仓: Vanguard Value ETF (VTV) — 股数 -0.08%
Topel & Distasi Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Topel & Distasi Wealth Management, LLC 的主要板块分布如下： • Materials: 29.0% • Information Technology: 28.1% • Communication Services: 13.4% • Consumer Discretionary: 9.7% • Health Care: 7.1% • Utilities: 7.1%