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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 147 项
建仓 14
增持 59
减持 65
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.9M
138,222
+1%
减持
IVV
ISHARES TR
+$4.5M
77,666
-0%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$1.7M
574,825
-0%
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
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
265,373
-1%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.3M
217,350
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
258,327
-0%
减持
SCHC
SCHWAB STRATEGIC TR
+$1.0M
154,506
-0%
减持
QQMG
INVESCO EXCH TRADED FD TR II
+$963.8K
179,593
-2%
减持
SUSA
ISHARES TR
+$895.8K
93,112
-2%
减持
VSGX
VANGUARD WORLD FD
+$802.1K
158,314
-2%
建仓
PMMF
BLACKROCK ETF TRUST
+$710.3K
7,069
增持
BND
VANGUARD BD INDEX FDS
+$639.0K
33,975
+34%
清仓
BSV
VANGUARD BD INDEX FDS
-$493.6K
0
-100%
增持
WTMF
WISDOMTREE TR
+$430.9K
270,389
+1%
增持
SUB
ISHARES TR
+$410.7K
10,135
+60%
增持
SCHG
SCHWAB STRATEGIC TR
+$373.6K
63,545
+7%
增持
SPMD
SPDR SERIES TRUST
+$372.4K
102,149
+1%
减持
NVDA
NVIDIA CORPORATION
+$355.5K
8,495
-7%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$353.2K
731,359
-0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$347.2K
0
-100%
增持
GOVT
ISHARES TR
+$309.6K
53,480
+34%
建仓
CLIP
GLOBAL X FDS
+$295.8K
2,946
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$278.2K
74,076
+1%
清仓
AMGN
AMGEN INC
-$278.2K
0
-100%
减持
RSPE
INVESCO EXCH TRADED FD TR II
+$270.0K
229,639
-1%
建仓
MBB
ISHARES TR
+$268.8K
2,863
增持
SPY
SPDR S&P 500 ETF TR
+$237.5K
953
+52%
建仓
IVW
ISHARES TR
+$235.2K
2,136
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$232.4K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$230.6K
610
建仓
USIG
ISHARES TR
+$230.1K
4,473
建仓
NFLX
NETFLIX INC
+$225.0K
168
清仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$224.3K
0
-100%
清仓
ABBV
ABBVIE INC
-$224.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$218.0K
717
减持
AAPL
APPLE INC
-$216.5K
9,100
-3%
减持
EAGG
ISHARES TR
-$216.2K
103,570
-4%
建仓
IQLT
ISHARES TR
+$215.0K
4,975
建仓
QUAL
ISHARES TR
+$209.3K
1,145
建仓
ISRG
INTUITIVE SURGICAL INC
+$209.2K
385
清仓
PG
PROCTER AND GAMBLE CO
-$208.9K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$205.3K
536
建仓
ESGD
ISHARES TR
+$204.4K
2,291
清仓
—
LINDE PLC
-$203.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$202.6K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$201.6K
1,846
减持
MSFT
MICROSOFT CORP
+$201.1K
2,454
-10%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$190.9K
10,652
+22%
增持
DFAC
DIMENSIONAL ETF TRUST
+$170.8K
32,981
+8%
减持
AVGO
BROADCOM INC
+$167.3K
1,687
-5%
增持
IDEV
ISHARES TR
+$160.3K
14,737
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$155.9K
130,147
-2%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$151.4K
72,483
-2%
减持
EMNT
PIMCO ETF TR
-$150.9K
42,858
-3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$144.8K
12,990
-23%
增持
DFAU
DIMENSIONAL ETF TRUST
+$136.6K
20,823
+7%
增持
USXF
ISHARES TR
+$135.3K
16,290
+2%
增持
PZA
INVESCO EXCH TRADED FD TR II
-$133.8K
325,840
+1%
减持
NUEM
NUSHARES ETF TR
+$132.5K
33,803
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$130.5K
2,631
-26%
增持
SCHV
SCHWAB STRATEGIC TR
+$126.0K
60,818
+4%
增持
USMV
ISHARES TR
+$125.2K
3,618
+58%
增持
SCHX
SCHWAB STRATEGIC TR
+$123.3K
43,553
+2%
减持
MUB
ISHARES TR
-$120.2K
3,196
-26%
减持
VCEB
VANGUARD WORLD FD
-$118.6K
93,270
-3%
减持
EUSB
ISHARES TR
-$116.1K
102,017
-3%
增持
TSLA
TESLA INC
+$105.1K
1,637
+2%
增持
IEMG
ISHARES INC
+$104.8K
9,343
+11%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$104.5K
103,818
-2%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$104.1K
14,697
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$98.2K
1,888
+3%
减持
—
SILA REALTY TRUST INC
-$92.1K
11,489
-16%
增持
DFUS
DIMENSIONAL ETF TRUST
+$90.7K
8,800
+7%
增持
GOOGL
ALPHABET INC
+$86.4K
3,815
+1%
增持
SPAB
SPDR SERIES TRUST
+$86.3K
573,602
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$85.3K
79,420
-6%
增持
UTWO
RBB FD INC
+$80.5K
6,962
+31%
增持
VTEB
VANGUARD MUN BD FDS
+$76.9K
247,790
+2%
减持
BCI
ABRDN ETFS
-$75.3K
13,438
-19%
减持
META
META PLATFORMS INC
+$75.1K
600
-6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$71.9K
16,071
+7%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$71.1K
16,963
+3%
减持
NUSC
NUSHARES ETF TR
+$69.7K
31,316
-0%
增持
FLRT
PACER FDS TR
+$67.4K
84,686
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$66.1K
21,699
-0%
减持
—
EXXON MOBIL CORP
-$66.1K
2,815
-9%
增持
SCHA
SCHWAB STRATEGIC TR
+$64.6K
19,135
+7%
减持
AMZN
AMAZON COM INC
+$62.3K
3,927
-7%
增持
SCHO
SCHWAB STRATEGIC TR
+$58.2K
24,266
+11%
增持
ANGL
VANECK ETF TRUST
+$58.1K
110,234
+0%
减持
GLD
SPDR GOLD TR
-$56.1K
1,178
-18%
减持
FULT
FULTON FINL CORP PA
-$52.4K
87,560
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$51.4K
23,604
+3%
增持
SPHY
SPDR SERIES TRUST
+$45.9K
41,796
+3%
减持
COST
COSTCO WHSL CORP NEW
-$45.7K
442
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$45.0K
711
-3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$44.5K
14,980
-1%
增持
VBK
VANGUARD INDEX FDS
+$41.4K
1,074
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$38.8K
10,848
+2%
增持
PH
PARKER-HANNIFIN CORP
+$38.6K
359
+3%
减持
DMXF
ISHARES TR
+$37.7K
6,423
-2%
减持
WMT
WALMART INC
+$35.5K
4,340
-2%
减持
SPYM
SPDR SERIES TRUST
-$35.3K
12,222
-13%
增持
MINT
PIMCO ETF TR
+$35.0K
2,479
+16%
减持
V
VISA INC
-$34.3K
1,083
-9%
增持
EMLC
VANECK ETF TRUST
+$34.0K
21,365
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$33.4K
6,086
-7%
增持
SHYG
ISHARES TR
+$29.7K
10,062
+6%
增持
VBR
VANGUARD INDEX FDS
+$26.2K
1,506
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$25.3K
52,547
+1%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$23.1K
8,002
+2%
增持
TMUS
T-MOBILE US INC
-$22.8K
1,102
+3%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$21.2K
245,800
+0%
增持
CTAS
CINTAS CORP
+$19.9K
1,006
+1%
减持
DIHP
DIMENSIONAL ETF TRUST
+$19.4K
7,727
-0%
增持
ESML
ISHARES TR
+$18.5K
5,869
+1%
增持
MCD
MCDONALDS CORP
-$16.5K
846
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$15.5K
1,669
-1%
减持
NULG
NUSHARES ETF TR
-$15.0K
2,367
-22%
减持
VWOB
VANGUARD WHITEHALL FDS
-$14.1K
8,086
-4%
增持
JAAA
JANUS DETROIT STR TR
+$13.8K
105,850
+0%
减持
T
AT&T INC
-$13.2K
8,250
-7%
减持
DFIP
DIMENSIONAL ETF TRUST
-$13.1K
9,608
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.9K
1,238
+1%
增持
DFSB
DIMENSIONAL ETF TRUST
+$11.8K
5,377
+3%
增持
SPGI
S&P GLOBAL INC
+$11.5K
438
+1%
减持
NEE
NEXTERA ENERGY INC
-$10.9K
3,604
-2%
减持
HD
HOME DEPOT INC
-$10.9K
803
-4%
增持
GVI
ISHARES TR
+$10.9K
3,788
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$9.4K
18,405
-2%
增持
EMB
ISHARES TR
+$9.4K
3,097
+1%
增持
IAGG
ISHARES TR
+$7.9K
4,132
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$7.3K
17,712
+2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$7.0K
25,559
+1%
减持
QQQ
INVESCO QQQ TR
-$5.8K
2,679
-15%
减持
MA
MASTERCARD INCORPORATED
+$5.5K
955
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$5.3K
3,109
-0%
减持
NUHY
NUSHARES ETF TR
+$5.1K
123,267
-2%
减持
PCY
INVESCO EXCH TRADED FD TR II
+$4.1K
20,487
-0%
减持
NULV
NUSHARES ETF TR
-$3.5K
4,960
-5%
减持
DFGX
DIMENSIONAL ETF TRUST
+$3.4K
11,713
-2%
减持
GD
GENERAL DYNAMICS CORP
-$2.5K
857
-7%
减持
AGG
ISHARES TR
+$1.3K
25,085
-0%
减持
ACWV
ISHARES INC
-$953
3,375
-2%
减持
ADBE
ADOBE INC
-$842
550
-1%
减持
DFSD
DIMENSIONAL ETF TRUST
-$778
12,183
-1%
减持
HYG
ISHARES TR
+$510
4,548
-2%
