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Stewardship Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stewardship Advisors, LLC
报告期 2026-03-31 · CIK 0001733219
持仓数
168
前50大市值合计
$382.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 137 项
建仓 78
增持 22
减持 35
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$29.4M
52,535
-91%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$25.8M
128,389
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$18.7M
190,988
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
HYLB
DBX ETF TR
-$17.8M
18,588
-96%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$15.3M
96,914
-79%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$10.0M
541,692
+161%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$9.6M
89,178
-69%
建仓
WTMF
WISDOMTREE TR
+$7.9M
222,699
增持
SPAB
SPDR SER TR
+$7.1M
539,338
+92%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$6.1M
31,081
-91%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$5.6M
230,143
+92%
建仓
SCHC
SCHWAB STRATEGIC TR
+$5.1M
132,848
增持
IVV
ISHARES TR
+$5.1M
105,402
+4%
建仓
JAAA
JANUS DETROIT STR TR
+$5.1M
99,535
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$4.7M
507,213
+52%
建仓
ANGL
VANECK ETF TRUST
+$3.1M
103,797
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.0M
181,795
+48%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.9M
77,902
+257%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$2.1M
71,098
-38%
减持
FLRT
PACER FDS TR
-$2.1M
79,906
-35%
减持
SPMD
SPDR SER TR
-$1.7M
99,942
-28%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$1.6M
54,525
+139%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.5M
35,670
建仓
BND
VANGUARD BD INDEX FDS
+$1.2M
15,726
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$828.3K
10,249
-77%
增持
SCHV
SCHWAB STRATEGIC TR
+$798.3K
13,574
+244%
增持
SCHG
SCHWAB STRATEGIC TR
+$777.7K
10,405
+243%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$753.7K
21,980
建仓
SCHX
SCHWAB STRATEGIC TR
+$740.5K
10,914
减持
PZA
INVESCO EXCH TRADED FD TR II
-$734.5K
279,159
-12%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$718.2K
14,284
建仓
AMZN
AMAZON COM INC
+$676.4K
3,630
建仓
SPHY
SPDR SER TR
+$647.2K
26,911
清仓
—
AMERICAN CENTY ETF TR
-$647.2K
0
-100%
建仓
VTIP
VANGUARD MALVERN FDS
+$621.4K
12,602
减持
SUSA
ISHARES TR
+$612.7K
77,136
-0%
建仓
MUB
ISHARES TR
+$606.4K
5,583
建仓
IDEV
ISHARES TR
+$584.7K
8,255
建仓
SUB
ISHARES TR
+$578.6K
5,449
建仓
DFAU
DIMENSIONAL ETF TRUST
+$560.2K
14,115
增持
AAPL
APPLE INC
+$556.4K
8,789
+24%
建仓
USXF
ISHARES TR
+$542.5K
11,054
建仓
GOOGL
ALPHABET INC
+$532.9K
3,213
增持
EAGG
ISHARES TR
+$515.9K
109,801
+6%
增持
NVDA
NVIDIA CORPORATION
+$510.8K
6,353
+201%
增持
MSFT
MICROSOFT CORP
+$501.7K
2,001
+149%
减持
VSGX
VANGUARD WORLD FD
+$485.9K
121,377
-0%
建仓
COST
COSTCO WHSL CORP NEW
+$473.4K
534
建仓
PPL
PPL CORP
+$466.5K
14,102
建仓
DFAX
DIMENSIONAL ETF TRUST
+$449.6K
16,646
建仓
DFGX
DIMENSIONAL ETF TRUST
+$441.2K
8,153
建仓
MA
MASTERCARD INCORPORATED
+$419.2K
849
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$401.7K
0
-100%
减持
XSOE
WISDOMTREE TR
+$398.0K
166,737
-0%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$395.9K
10,962
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$388.5K
11,792
减持
AVEM
AMERICAN CENTY ETF TR
-$375.4K
13,972
-33%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$373.6K
6,007
减持
NULV
NUSHARES ETF TR
+$370.6K
102,395
-1%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$369.4K
10,843
建仓
DFAI
DIMENSIONAL ETF TRUST
+$365.6K
11,504
建仓
TSLA
TESLA INC
+$359.2K
1,373
建仓
VWOB
VANGUARD WHITEHALL FDS
+$356.3K
5,368
建仓
JPM
JPMORGAN CHASE & CO.
+$351.6K
1,668
建仓
EMLC
VANECK ETF TRUST
+$351.5K
13,838
建仓
DFSD
DIMENSIONAL ETF TRUST
+$340.6K
7,135
建仓
HYG
ISHARES TR
+$340.2K
4,236
增持
ESML
ISHARES TR
+$339.6K
65,457
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$333.1K
208,807
-5%
建仓
SCHA
SCHWAB STRATEGIC TR
+$331.2K
6,431
建仓
SCHP
SCHWAB STRATEGIC TR
+$324.8K
6,057
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$319.9K
695
建仓
FULT
FULTON FINL CORP PA
+$318.2K
17,553
建仓
WMT
WALMART INC
+$313.8K
3,886
建仓
GVI
ISHARES TR
+$309.7K
2,892
建仓
DMXF
ISHARES TR
+$305.2K
4,236
减持
IAGG
ISHARES TR
-$303.1K
18,844
-26%
建仓
HD
HOME DEPOT INC
+$301.5K
744
建仓
UNH
UNITEDHEALTH GROUP INC
+$301.1K
515
建仓
BSV
VANGUARD BD INDEX FDS
+$300.0K
3,813
建仓
DFIP
DIMENSIONAL ETF TRUST
+$298.5K
7,061
建仓
SCHO
SCHWAB STRATEGIC TR
+$292.6K
5,973
增持
TPLC
TIMOTHY PLAN
+$290.8K
80,094
+1%
建仓
META
META PLATFORMS INC
+$287.4K
502
建仓
IEMG
ISHARES INC
+$282.4K
4,919
建仓
VZ
VERIZON COMMUNICATIONS INC
+$275.9K
6,144
建仓
SHYG
ISHARES TR
+$273.8K
6,306
建仓
ACWV
ISHARES INC
+$271.6K
2,371
建仓
NEE
NEXTERA ENERGY INC
+$268.6K
3,177
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$267.2K
432
建仓
V
VISA INC
+$266.7K
970
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$259.2K
46,046
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$258.1K
2,893
建仓
ADBE
ADOBE INC
+$253.2K
489
建仓
EMB
ISHARES TR
+$251.2K
2,684
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$247.3K
1,691
建仓
BCI
ABRDN ETFS
+$243.0K
11,887
建仓
AMGN
AMGEN INC
+$240.0K
745
建仓
MCD
MCDONALDS CORP
+$239.3K
786
建仓
ESGD
ISHARES TR
+$231.4K
2,749
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$230.3K
1,286
建仓
DFAE
DIMENSIONAL ETF TRUST
+$228.8K
8,346
增持
PNC
PNC FINL SVCS GROUP INC
+$226.6K
3,708
+26%
建仓
HCA
HCA HEALTHCARE INC
+$224.8K
553
建仓
PEP
PEPSICO INC
+$223.4K
1,314
建仓
AVGO
BROADCOM INC
+$221.0K
1,281
建仓
VBR
VANGUARD INDEX FDS
+$216.8K
1,080
建仓
VBK
VANGUARD INDEX FDS
+$214.4K
802
建仓
USMV
ISHARES TR
+$212.5K
2,327
建仓
VUG
VANGUARD INDEX FDS
+$208.9K
544
建仓
TMUS
T-MOBILE US INC
+$203.3K
985
建仓
SHYM
BLACKROCK ETF TRUST II
+$202.8K
8,748
减持
DBND
DOUBLELINE ETF TRUST
-$199.7K
16,190
-24%
增持
VCEB
VANGUARD WORLD FD
+$193.4K
58,818
+1%
减持
QQQ
INVESCO QQQ TR
-$164.5K
2,558
-13%
减持
VYMI
VANGUARD WHITEHALL FDS
-$149.6K
11,926
-20%
增持
NUHY
NUSHARES ETF TR
+$145.4K
93,795
+4%
增持
AGG
ISHARES TR
+$124.9K
13,341
+6%
减持
SPYM
SPDR SER TR
-$114.8K
9,526
-20%
增持
—
EXXON MOBIL CORP
+$107.3K
2,817
+46%
建仓
PML
PIMCO MUN INCOME FD II
+$103.3K
11,000
增持
COWZ
PACER FDS TR
+$94.3K
14,451
+6%
减持
GOVT
ISHARES TR
+$89.7K
235,601
-2%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$89.5K
14,092
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$85.6K
30,301
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$66.9K
38,979
-10%
减持
NULG
NUSHARES ETF TR
+$64.2K
48,667
-0%
减持
IWY
ISHARES TR
-$60.8K
4,217
-9%
减持
TLT
ISHARES TR
-$50.2K
6,290
-13%
减持
BGRN
ISHARES TR
+$31.2K
52,240
-3%
减持
QINT
AMERICAN CENTY ETF TR
-$24.4K
20,927
-8%
减持
TAXF
AMERICAN CENTY ETF TR
+$13.4K
15,565
-0%
减持
AVUV
AMERICAN CENTY ETF TR
+$11.1K
7,654
-5%
减持
IQLT
ISHARES TR
-$7.8K
4,975
-9%
减持
SCHD
SCHWAB STRATEGIC TR
+$4.5K
18,183
-8%
减持
—
SSGA ACTIVE TR
-$2.4K
73,911
-2%
减持
VOO
VANGUARD INDEX FDS
-$2.4K
421
-6%
