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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 88
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
QQMG
INVESCO EXCH TRADED FD TR II
+$5.8M
167,239
建仓
NUBD
NUSHARES ETF TR
+$5.1M
235,536
建仓
RSPE
INVESCO EXCH TRADED FD TR II
+$5.0M
190,543
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
XSOE
WISDOMTREE TR
-$4.5M
32,544
-80%
建仓
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$4.3M
207,850
建仓
EMNT
PIMCO ETF TR
+$3.9M
39,759
减持
EAGG
ISHARES TR
-$3.7M
34,256
-69%
减持
GOVT
ISHARES TR
-$3.7M
77,696
-67%
减持
NULV
NUSHARES ETF TR
-$3.4M
22,877
-78%
增持
SUSA
ISHARES TR
+$3.4M
104,013
+35%
减持
NULG
NUSHARES ETF TR
-$3.0M
11,661
-76%
减持
VCEB
VANGUARD WORLD FD
-$3.0M
13,246
-77%
减持
TPLC
TIMOTHY PLAN
-$2.8M
17,525
-78%
建仓
NUEM
NUSHARES ETF TR
+$2.5M
84,974
减持
BGRN
ISHARES TR
-$2.0M
10,233
-80%
建仓
—
PUTNAM ETF TRUST
+$1.9M
36,822
减持
—
SSGA ACTIVE TR
-$1.8M
14,746
-80%
减持
NUHY
NUSHARES ETF TR
-$1.5M
23,067
-75%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.5M
5,860
-81%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
154,696
-15%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.4M
128,998
+0%
减持
ESML
ISHARES TR
-$895.0K
43,816
-33%
减持
IVV
ISHARES TR
+$816.3K
104,665
-1%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$780.4K
517,614
+2%
增持
SCHC
SCHWAB STRATEGIC TR
+$764.0K
171,355
+29%
减持
VSGX
VANGUARD WORLD FD
-$677.4K
119,727
-1%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$665.9K
67,315
+117%
增持
BND
VANGUARD BD INDEX FDS
+$474.2K
23,020
+46%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$448.3K
10,708
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$374.9K
44,421
-15%
增持
SPAB
SPDR SER TR
-$372.1K
549,267
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$356.9K
97,194
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$323.8K
84,641
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$310.8K
50,048
+381%
增持
SCHV
SCHWAB STRATEGIC TR
+$300.3K
53,367
+293%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$292.4K
20,603
+44%
增持
DFCF
DIMENSIONAL ETF TRUST
+$272.9K
43,942
+23%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$270.1K
194,039
+2%
增持
NVDA
NVIDIA CORPORATION
+$269.2K
7,750
+22%
增持
TSLA
TESLA INC
+$265.5K
1,547
+13%
增持
AAPL
APPLE INC
+$261.3K
9,221
+5%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$259.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$258.6K
2,948
+15%
增持
VTEB
VANGUARD MUN BD FDS
+$250.9K
217,936
+4%
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$237.3K
6,792
增持
AMZN
AMAZON COM INC
+$235.0K
4,154
+14%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$233.9K
4,592
增持
AGG
ISHARES TR
+$231.6K
16,332
+22%
清仓
ESGD
ISHARES TR
-$231.4K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$224.8K
0
-100%
清仓
PEP
PEPSICO INC
-$223.4K
0
-100%
建仓
CRM
SALESFORCE INC
+$222.0K
664
减持
IAGG
ISHARES TR
-$220.7K
15,141
-20%
建仓
PG
PROCTER AND GAMBLE CO
+$219.0K
1,306
增持
IDEV
ISHARES TR
+$217.0K
12,435
+51%
建仓
PH
PARKER-HANNIFIN CORP
+$216.9K
341
减持
VYMI
VANGUARD WHITEHALL FDS
-$216.1K
9,716
-19%
减持
QINT
AMERICAN CENTY ETF TR
-$211.6K
18,192
-13%
建仓
PWR
QUANTA SVCS INC
+$209.9K
664
增持
SCHD
SCHWAB STRATEGIC TR
-$209.6K
48,587
+167%
清仓
VUG
VANGUARD INDEX FDS
-$208.9K
0
-100%
清仓
IQLT
ISHARES TR
-$206.4K
0
-100%
建仓
UTWO
RBB FD INC
+$205.4K
4,273
建仓
T
AT&T INC
+$204.0K
8,960
建仓
CSX
CSX CORP
+$203.9K
6,318
清仓
SHYM
BLACKROCK ETF TRUST II
-$202.8K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$196.3K
16,888
+34%
减持
AVEM
AMERICAN CENTY ETF TR
-$195.1K
12,034
-14%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
-$193.7K
235,392
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$189.4K
20,033
+235%
增持
SCHF
SCHWAB STRATEGIC TR
-$186.6K
76,552
+96%
减持
TLT
ISHARES TR
-$183.2K
4,968
-21%
减持
HYLB
DBX ETF TR
-$178.4K
14,075
-24%
增持
SPHY
SPDR SER TR
+$175.6K
35,058
+30%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$171.6K
292,814
+5%
增持
MSFT
MICROSOFT CORP
+$165.3K
2,435
+22%
增持
SPYM
SPDR SER TR
+$157.6K
11,614
+22%
增持
SCHX
SCHWAB STRATEGIC TR
+$151.6K
38,488
+253%
减持
MUB
ISHARES TR
-$151.2K
4,272
-23%
增持
GOOGL
ALPHABET INC
+$150.7K
3,611
+12%
增持
AVGO
BROADCOM INC
+$144.2K
1,575
+23%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$142.4K
95,505
+7%
增持
WTMF
WISDOMTREE TR
+$142.4K
230,540
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$136.6K
5,651
+48%
增持
DFSD
DIMENSIONAL ETF TRUST
+$129.3K
10,024
+40%
增持
DFAC
DIMENSIONAL ETF TRUST
+$126.5K
25,446
+16%
增持
JAAA
JANUS DETROIT STR TR
+$117.6K
102,187
+3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$110.6K
7,393
+38%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$109.0K
58,036
+6%
增持
V
VISA INC
+$104.6K
1,175
+21%
增持
USXF
ISHARES TR
+$103.7K
12,997
+18%
清仓
PML
PIMCO MUN INCOME FD II
-$103.3K
0
-100%
增持
IEMG
ISHARES INC
+$102.2K
7,365
+50%
减持
AVUV
AMERICAN CENTY ETF TR
-$101.6K
6,555
-14%
增持
SHYG
ISHARES TR
+$100.9K
8,793
+39%
减持
COWZ
PACER FDS TR
-$97.2K
13,075
-10%
增持
DFGX
DIMENSIONAL ETF TRUST
+$96.1K
10,269
+26%
增持
DFAU
DIMENSIONAL ETF TRUST
+$95.2K
16,188
+15%
增持
SUB
ISHARES TR
+$89.7K
6,336
+16%
增持
WMT
WALMART INC
+$88.7K
4,455
+15%
减持
DBND
DOUBLELINE ETF TRUST
-$84.7K
15,061
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$84.2K
1,818
+9%
增持
MA
MASTERCARD INCORPORATED
+$84.2K
956
+13%
增持
SCHP
SCHWAB STRATEGIC TR
+$79.8K
15,664
+159%
减持
TAXF
AMERICAN CENTY ETF TR
-$79.7K
14,373
-8%
增持
EMLC
VANECK ETF TRUST
+$77.0K
18,543
+34%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$76.0K
14,028
+19%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$75.4K
12,207
+11%
增持
GVI
ISHARES TR
+$75.3K
3,694
+28%
增持
META
META PLATFORMS INC
+$70.4K
611
+22%
增持
ACWV
ISHARES INC
+$67.5K
3,105
+31%
增持
GOVI
INVESCO EXCH TRADED FD TR II
-$65.5K
580,351
+7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$64.8K
6,877
+14%
增持
SCHA
SCHWAB STRATEGIC TR
+$61.5K
15,186
+136%
增持
DMXF
ISHARES TR
+$61.2K
5,670
+34%
增持
DUHP
DIMENSIONAL ETF TRUST
+$56.4K
12,601
+16%
增持
BCI
ABRDN ETFS
+$53.5K
15,010
+26%
增持
HYG
ISHARES TR
+$51.6K
4,981
+18%
增持
FLRT
PACER FDS TR
+$47.3K
80,817
+1%
增持
DFIP
DIMENSIONAL ETF TRUST
+$46.2K
8,513
+21%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$42.9K
8,768
-14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$40.9K
435
+1%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$38.8K
71,033
-0%
增持
TMUS
T-MOBILE US INC
+$38.4K
1,095
+11%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$37.9K
1,682
-1%
增持
VBR
VANGUARD INDEX FDS
+$33.6K
1,263
+17%
增持
DFAX
DIMENSIONAL ETF TRUST
+$33.0K
19,415
+17%
增持
VBK
VANGUARD INDEX FDS
+$30.9K
876
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$30.3K
13,557
+18%
减持
SPMD
SPDR SER TR
-$25.7K
99,453
-0%
增持
FULT
FULTON FINL CORP PA
+$22.1K
17,653
+1%
增持
EMB
ISHARES TR
+$21.8K
3,067
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.1K
637
+24%
增持
HD
HOME DEPOT INC
+$20.6K
828
+11%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$20.5K
10,109
-28%
增持
VUSE
ETF SER SOLUTIONS
+$19.8K
4,148
+6%
增持
AMGN
AMGEN INC
-$18.2K
851
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
-$17.1K
6,472
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$13.8K
1,236
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.7K
736
+6%
增持
ADBE
ADOBE INC
-$12.6K
541
+11%
减持
PNC
PNC FINL SVCS GROUP INC
-$11.3K
3,496
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$10.0K
9,412
+13%
增持
NEE
NEXTERA ENERGY INC
-$9.2K
3,617
+14%
减持
IWY
ISHARES TR
-$8.8K
3,907
-7%
增持
PPL
PPL CORP
-$6.8K
14,162
+0%
增持
VOO
VANGUARD INDEX FDS
+$6.3K
424
+1%
增持
—
EXXON MOBIL CORP
-$5.7K
3,017
+7%
减持
COST
COSTCO WHSL CORP NEW
-$4.3K
512
-4%
减持
GLD
SPDR GOLD TR
-$4.2K
1,405
-1%
