申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 267
Strategic Wealth Advisors LLC在最新一期 13F 报告中披露了 267 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 10.3%。
加仓 VUSB
+206.8% US$288.4万
减仓 SPY
-0.7% -US$60.8万
加仓 IEMG
+257.4% US$92.1万
加仓 JPST
+23.1% US$105.2万
加仓 DFAE
+14.8% US$95.6万
减仓 VBK
-0.7% -US$4.8万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.74% | -1.10% | -0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.31% | -0.35% | +6.65% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 5.74% | -0.42% | -0.71% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.31% | -0.23% | -0.28% | |
| 5 | DFAI | Dimensional International Co | ETF-其他 | 5.23% | -0.17% | +1.02% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.13% | +0.10% | +9.32% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 4.73% | +0.50% | +14.78% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.49% | +0.60% | +23.09% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 3.44% | +0.19% | +9.26% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.43% | +2.24% | +206.76% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.09% | — | +3.68% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.63% | -0.07% | +0.08% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.53% | +0.18% | +12.99% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.48% | -0.21% | -2.71% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.47% | +0.16% | +14.20% | |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.37% | -0.14% | +4.05% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.35% | -0.25% | +4.28% | |
| 18 | DFIS | Dimensional International Sm | ETF-其他 | 2.27% | — | -2.46% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.06% | +0.07% | +15.54% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.65% | -0.22% | +4.24% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.56% | -0.08% | +1.10% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | -0.06% | +0.13% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.21% | -0.11% | -0.84% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.20% | — | +1.02% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.01% | +0.72% | +257.42% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.90% | -0.03% | +2.05% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.13% | -0.36% | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.75% | — | +5.49% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.65% | -0.11% | -11.06% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | +0.24% | +91.69% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.54% | — | +2.63% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.53% | — | -5.69% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.52% | -0.07% | — | |
| 34 | ALL | Allstate CORP | 股票-金融 | 0.50% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | -0.01% | -9.14% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | -0.06% | -6.25% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.45% | +0.17% | +70.13% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.18% | -1.63% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.41% | +0.01% | +2.90% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.32% | — | — | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.31% | — | — | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | -0.08% | -19.00% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.22% | +0.04% | +26.50% | |
| 44 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-其他 | 0.21% | — | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | +0.01% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.17% | — | -2.66% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.16% | — | +2.30% | |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 0.16% | — | — | |
| 49 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.15% | — | — | |
| 50 | MCHP | Microchip Technology INC | 股票-科技 | 0.15% | — | — |
Q3 2026表现
+2.3%
近4个季度表现
+3.8%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的67%）计算
Strategic Wealth Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Cap Group Growth Equity (CGGR); 新建仓: Jpmorgan Equity Focus ETF (JPEF); 新建仓: Dimensional International Va (DFIV); 新建仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 加仓: Vanguard Ultra Short Bond Et (VUSB) — 股数 +206.76%.