Savvy Advisors, Inc.

分散型投资策略趋势追踪型

申报总市值

US$37.5亿

申报季度: 2026-03-31 · 持股只数: 1142

Savvy Advisors, Inc.在最新一期 13F 报告中披露了 1142 项持股，申报期为 2026-03-31，总持股市值约为 US$37.5亿，季度换手率为 28.0%。

机构性格雪花图

集中度: 5.17
持仓稳定性: 28.01
动能／逆势: 100
行业集中度: 56.93
多样化: 100
仓位均衡度: 63.34

近期动向

加仓 AVUV
+1720.2%　US$3469.3万
加仓 BUSE
+960.1%　US$2980.4万
加仓 EFG
+160.4%　US$3139.7万
减仓 IVV
-3.4%　-US$691.6万
加仓 TBIL
+5355.3%　US$2313.9万
减仓 JQUA
-2.6%　-US$465.4万

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

仅显示前 1117 大持股（共 1142 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	6.35%	-0.26%	+22.10%
2	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	4.12%	-0.15%	+17.73%
3	NVDA	Nvidia CORP	股票-科技	3.60%	—	+9.15%
4	IVLU	Ishares Msci International V	ETF-其他	2.37%	+0.59%	+54.67%
5	SCHG	Schwab US Large-cap Growth	ETF-其他	2.23%	-0.27%	+20.75%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.17%	-0.68%	-3.37%
7	JQUA	Jpmorgan US Quality Factor	ETF-其他	2.17%	-0.60%	-2.55%
8	AAPL	Apple INC	股票-科技	2.09%	-0.07%	+25.39%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.79%	-0.07%	+17.01%
10	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	1.38%	+0.72%	+160.40%
11	SPEM	State Street Sp Ptf Em ETF	ETF-其他	1.31%	+0.14%	+35.11%
12	MSFT	Microsoft CORP	股票-科技	1.30%	-0.44%	+17.48%
13	FFIU	Uva Unconstrained Medium-ter	ETF-其他	1.30%	—	+1.63%
14	VTV	Vanguard Value ETF	ETF-其他	1.29%	-0.45%	-12.59%
15	MUB	Ishares National Muni Bond E	ETF-其他	1.08%	+0.14%	+39.79%
16	DFAC	Dimensional US Core Equity 2	ETF-其他	0.99%	+0.13%	+43.01%
17	AVUV	Avantis US Small Cap Value	ETF-中小型股	0.98%	+0.92%	+1720.21%
18	XLK	Ss Technology Select Sector	ETF-科技型	0.98%	—	+18.43%
19	AMZN	Amazon.com INC	股票-周期性消费	0.94%	—	+21.98%
20	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.92%	—	+11.19%
21	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.91%	—	-6.30%
22	BUSE	First Busey CORP	股票-其他	0.87%	+0.78%	+960.09%
23	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.76%	—	+16.05%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.74%	—	+15.46%
25	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.74%	—	+16.87%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.74%	+0.22%	+81.08%
27	IAGG	Ishares Intl Aggregate Bond	ETF-其他	0.73%	+0.25%	+83.19%
28	PG	Procter & Gamble Co/the	股票-非周期性消费	0.73%	+0.01%	+22.83%
29	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.70%	-0.02%	-12.96%
30	ASTS	Ast Spacemobile INC	股票-科技	0.64%	+0.64%	NEW
31	VUG	Vanguard Growth ETF	ETF-其他	0.64%	—	+8.53%
32	TBIL	F/m US Treasury 3 Month Bill	ETF-政府公债	0.63%	+0.62%	+5355.32%
33	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.58%	—	-2.06%
34	AVGO	Broadcom INC	股票-科技	0.58%	—	+12.02%
35	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.56%	—	+1.30%
36	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.56%	—	-1.84%
37	IAU	Ishares Gold Trust	ETF-避险与商品	0.55%	-0.29%	-26.93%
38	TLH	Ishares 10-20 Year Treasury	ETF-政府公债	0.54%	-0.32%	-22.37%
39	SCHF	Schwab Intl Equity ETF	ETF-其他	0.54%	+0.37%	+280.56%
40	EFA	Ishares Msci Eafe ETF	ETF-其他	0.53%	+0.40%	+393.75%
41	VGT	Vanguard Info Tech ETF	ETF-科技型	0.49%	—	+14.08%
42	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.48%	+0.12%	+41.83%
43	JPM	Jpmorgan Chase & Co	股票-金融	0.47%	—	+22.36%
44	HYDB	Ishares High Yield Systemati	ETF-非投资级债	0.46%	+0.13%	+71.26%
45	META	Meta Platforms Inc-class A	股票-通信服务	0.46%	—	+22.29%
46	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.45%	+0.25%	+170.52%
47	LLY	Eli Lilly & Co	股票-医疗保健	0.44%	—	+9.12%
48	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.44%	+0.03%	+26.27%
49	DUHP	Dimensional US High Profi Et	ETF-其他	0.43%	—	+21.68%
50	TSLA	Tesla INC	股票-周期性消费	0.43%	—	+27.21%

1–50 of 1,117

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	1142	US$37.5亿	28	1VOO 2IUSB 3NVDA 主要持股2026-03-31 1.VOO 2.IUSB 3.NVDA 4.IVLU 5.SCHG 6.IVV 7.JQUA 8.AAPL 9.AGG 10.EFG
2025-12-31	1033	US$31.0亿	38	1VOO 2IUSB 3NVDA 主要持股2025-12-31 1.VOO 2.IUSB 3.NVDA 4.IVV 5.JQUA 6.SCHG 7.AAPL 8.AGG 9.IVLU 10.VTV
2025-09-30	820	US$21.8亿	68	1VOO 2NVDA 3IUSB 主要持股2025-09-30 1.VOO 2.NVDA 3.IUSB 4.IVV 5.AAPL 6.SCHG 7.JQUA 8.AGG 9.MSFT 10.FFIU
2025-06-30	648	US$15.0亿	0	1NVDA 2VOO 3IUSB 主要持股2025-06-30 1.NVDA 2.VOO 3.IUSB 4.IVV 5.FFIU 6.MSFT 7.AAPL 8.JQUA 9.SCHG 10.AGG
2025-03-31	518	US$9.9亿	0	1NVDA 2VOO 3IUSB 主要持股2025-03-31 1.NVDA 2.VOO 3.IUSB 4.FFIU 5.AAPL 6.JQUA 7.SCHG 8.MSFT 9.VTV 10.IVLU
2024-12-31	453	US$8.3亿	0	1NVDA 2VOO 3FFIU 主要持股2024-12-31 1.NVDA 2.VOO 3.FFIU 4.IUSB 5.AAPL 6.MSFT 7.JQUA 8.IVLU 9.EFG 10.PG
2024-09-30	351	US$4.9亿	0	1VOO 2IUSB 3JQUA 主要持股2024-09-30 1.VOO 2.IUSB 3.JQUA 4.AMGN 5.VTI 6.IVLU 7.VTV 8.PG 9.EFG 10.MSFT
2024-06-30	300	US$3.1亿	0	1VOO 2AMGN 3IUSB 主要持股2024-06-30 1.VOO 2.AMGN 3.IUSB 4.MSFT 5.IVV 6.NVDA 7.PG 8.VEA 9.AAPL 10.JQUA
2024-03-31	223	US$1.7亿	0	1VOO 2AMGN 3IUSB 主要持股2024-03-31 1.VOO 2.AMGN 3.IUSB 4.SCHX 5.MSFT 6.QQQ 7.JQUA 8.NVDA 9.AAPL 10.IVLU
2023-12-31	157	US$1.0亿	0	1AMGN 2VOO 3SCHX 主要持股2023-12-31 1.AMGN 2.VOO 3.SCHX 4.MSFT 5.IUSB 6.QQQ 7.JQUA 8.STIP 9.AAPL 10.FVD

本季持股变动

Savvy Advisors, Inc. 在 2026-03-31 最显著的持仓异动：新建仓: Ast Spacemobile INC (ASTS); 新建仓: Abrdn Bloomberg All Commodit (BCI); 新建仓: Global X Defense Tech ETF (SHLD); 新建仓: Ishares Lt National Muni Bd (LMUB); 新建仓: State Street Brgwtr All Wthr (ALLW).

Savvy Advisors, Inc. 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
1	AVUV	Avantis US Small Cap Value	+0.9%	+1720.21%	加仓
2	BUSE	First Busey CORP	+0.8%	+960.09%	加仓
3	EFG	Ishares Msci Eafe Growth ETF	+0.7%	+160.40%	加仓
4	TBIL	F/m US Treasury 3 Month Bill	+0.6%	+5355.32%	加仓
5	IVLU	Ishares Msci International V	+0.6%	+54.67%	加仓
6	EFA	Ishares Msci Eafe ETF	+0.4%	+393.75%	加仓
7	SCHF	Schwab Intl Equity ETF	+0.4%	+280.56%	加仓
8	IAGG	Ishares Intl Aggregate Bond	+0.3%	+83.19%	加仓
9	RSP	Invesco S&p 500 Equal Weight	+0.3%	+170.52%	加仓
10	VONG	Vanguard Russell 1000 Growth	+0.3%	+4239.23%	加仓
11	SGOV	Ishares 0-3 Month Treasury B	+0.2%	+530.85%	加仓
12	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+81.08%	加仓
13	SPEM	State Street Sp Ptf Em ETF	+0.1%	+35.11%	加仓
14	MUB	Ishares National Muni Bond E	+0.1%	+39.79%	加仓
15	DFAC	Dimensional US Core Equity 2	+0.1%	+43.01%	加仓
16	HYDB	Ishares High Yield Systemati	+0.1%	+71.26%	加仓
17	SCHD	Schwab US Dvd Equity ETF	+0.1%	+41.83%	加仓
18	DFCF	Dimensional Core Fixed INC	+0.1%	+133.95%	加仓
19	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+216.33%	加仓
20	SCHR	Schwab Intermediate-term US	+0.1%	+108.81%	加仓
21	XOM	Exxon Mobil CORP	+0.1%	+7.47%	加仓
22	CVX	Chevron CORP	+0.1%	+20.02%	加仓
23	WMT	Walmart INC	+0.1%	+29.61%	加仓
24	COST	Costco Wholesale CORP	+0.1%	+30.30%	加仓
25	MU	Micron Technology INC	+0.1%	+32.94%	加仓
26	JNJ	Johnson & Johnson	+0.1%	+30.25%	加仓
27	IEFA	Ishares Core Msci Eafe ETF	0%	+26.27%	加仓
28	PG	Procter & Gamble Co/the	0%	+22.83%	加仓
29	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-12.96%	减仓
30	AAPL	Apple INC	-0.1%	+25.39%	加仓
31	AGG	Ishares Core U.s. Aggregate	-0.1%	+17.01%	加仓
32	OSCV	Opus Small Cap Value ETF	-0.1%	-69.16%	减仓
33	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.2%	+17.73%	加仓
34	ACIO	Aptus Collared Invest Opp	-0.2%	-50.38%	减仓
35	VOO	Vanguard S&p 500 ETF	-0.3%	+22.10%	加仓
36	SCHG	Schwab US Large-cap Growth	-0.3%	+20.75%	加仓
37	IAU	Ishares Gold Trust	-0.3%	-26.93%	减仓
38	TLH	Ishares 10-20 Year Treasury	-0.3%	-22.37%	减仓
39	OEF	Ishares S&p 100 ETF	-0.4%	-59.37%	减仓
40	MSFT	Microsoft CORP	-0.4%	+17.48%	加仓
41	VTV	Vanguard Value ETF	-0.5%	-12.59%	减仓
42	DBEF	Xtrackers Msci Eafe Hedged E	-0.5%	-74.93%	减仓
43	JQUA	Jpmorgan US Quality Factor	-0.6%	-2.55%	减仓
44	IVV	Ishares Core S&p 500 ETF	-0.7%	-3.37%	减仓
45	ASTS	Ast Spacemobile INC	—	NEW	新建仓
46	BCI	Abrdn Bloomberg All Commodit	—	NEW	新建仓
47	SHLD	Global X Defense Tech ETF	—	NEW	新建仓
48	LMUB	Ishares Lt National Muni Bd	—	NEW	新建仓
49	ALLW	State Street Brgwtr All Wthr	—	NEW	新建仓
50	IVAL	Alpha Archi Intl Qt Vlu ETF	—	NEW	新建仓

FAQ

Savvy Advisors, Inc. 是什么机构？属于哪种投资人类型？

Savvy Advisors, Inc. 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$37.5亿，分布在 1142 个已申报仓位之中。

Savvy Advisors, Inc. 目前前几大持股有哪些？

根据最新 13F 申报，Savvy Advisors, Inc. 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$2.4亿 (6.3%) 2. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — US$1.5亿 (4.1%) 3. Nvidia CORP (NVDA) — US$1.3亿 (3.6%) 4. Ishares Msci International V (IVLU) — US$8887.1万 (2.4%) 5. Schwab US Large-cap Growth (SCHG) — US$8340.4万 (2.2%)

Savvy Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Savvy Advisors, Inc. 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 34 个既有持股、减仓 10 个仓位，并完全清仓 0 个持股。其中幅度最大的异动：新建仓: Ast Spacemobile INC (ASTS); 新建仓: Abrdn Bloomberg All Commodit (BCI); 新建仓: Global X Defense Tech ETF (SHLD); 新建仓: Ishares Lt National Muni Bd (LMUB); 新建仓: State Street Brgwtr All Wthr (ALLW)

Savvy Advisors, Inc. 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，Savvy Advisors, Inc. 的主要板块分布如下： • Information Technology: 37.3% • Financials: 12.0% • Communication Services: 9.0% • Consumer Discretionary: 8.5% • Industrials: 8.3% • Health Care: 7.7%