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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 91
减持 43
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
RWL
INVESCO EXCH TRADED FD TR II
+$11.4M
312,547
+42%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$11.0M
379,156
-51%
增持
SPMD
SPDR SERIES TRUST
+$5.2M
192,018
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。
+86%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.9M
332,377
+25%
减持
SPAB
SPDR SERIES TRUST
-$4.2M
438,992
-27%
增持
SUSA
ISHARES TR
+$3.7M
112,068
+28%
减持
VTEB
VANGUARD MUN BD FDS
-$3.4M
184,301
-27%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$3.1M
194,176
-25%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.1M
106,104
+42%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$1.9M
247,064
-25%
增持
NUHY
NUSHARES ETF TR
+$1.5M
198,890
+57%
减持
IVV
ISHARES TR
-$1.2M
73,490
-5%
减持
VCEB
VANGUARD WORLD FD
-$1.2M
77,465
-18%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$1.1M
571,821
-1%
减持
EMNT
PIMCO ETF TR
-$1.0M
32,449
-24%
增持
FLRT
PACER FDS TR
+$1.0M
108,196
+26%
增持
AGG
ISHARES TR
+$989.4K
36,577
+38%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$958.3K
168,609
+13%
减持
EUSB
ISHARES TR
-$943.9K
82,999
-21%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$916.3K
89,579
-17%
减持
EAGG
ISHARES TR
-$879.5K
90,294
-17%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$775.1K
51,672
减持
QQMG
INVESCO EXCH TRADED FD TR II
-$607.2K
157,886
-11%
增持
PMMF
BLACKROCK ETF TRUST
+$556.1K
36,994
+18%
增持
SCHF
SCHWAB STRATEGIC TR
+$536.2K
99,422
+25%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$511.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$406.5K
1,155
+123%
增持
GOOGL
ALPHABET INC
+$383.5K
4,189
+10%
增持
AAPL
APPLE INC
+$370.2K
9,561
+9%
建仓
GOOG
ALPHABET INC
+$293.4K
935
建仓
LLY
ELI LILLY & CO
+$289.1K
269
清仓
V
VISA INC
-$283.0K
0
-100%
增持
ANGL
VANECK ETF TRUST
+$278.0K
124,544
+10%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$267.3K
81,744
+6%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$257.2K
4,338
增持
NVDA
NVIDIA CORPORATION
+$255.0K
10,054
+16%
减持
VSGX
VANGUARD WORLD FD
+$247.8K
152,633
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$241.8K
1,129
建仓
ISRG
INTUITIVE SURGICAL INC
+$238.4K
421
建仓
IVE
ISHARES TR
+$232.2K
1,095
清仓
ORCL
ORACLE CORP
-$224.4K
0
-100%
建仓
CSCO
CISCO SYS INC
+$218.3K
2,834
建仓
COF
CAPITAL ONE FINL CORP
+$213.5K
881
建仓
EMXF
ISHARES TR
+$201.7K
4,334
建仓
TFC
TRUIST FINL CORP
+$201.0K
4,084
清仓
IWR
ISHARES TR
-$200.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$175.8K
4,557
+14%
增持
WTMF
WISDOMTREE TR
+$170.8K
279,662
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$166.9K
994
+30%
减持
RSPE
INVESCO EXCH TRADED FD TR II
-$160.0K
215,715
-5%
增持
JAAA
JANUS DETROIT STR TR
+$159.3K
115,555
+3%
建仓
F
FORD MTR CO
+$155.5K
11,852
增持
MSFT
MICROSOFT CORP
+$151.4K
3,027
+19%
减持
GLD
SPDR GOLD TR
-$148.8K
622
-44%
增持
AVGO
BROADCOM INC
+$143.2K
1,914
+22%
增持
BND
VANGUARD BD INDEX FDS
+$130.1K
36,854
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$127.6K
266,278
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$115.7K
20,482
+16%
减持
NUEM
NUSHARES ETF TR
-$111.8K
37,507
-7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$105.9K
133,893
-3%
增持
SEIE
SEI EXCHANGE TRADED FUNDS
+$99.6K
20,569
+10%
增持
SPYM
SPDR SERIES TRUST
+$91.7K
10,534
+10%
增持
SCHV
SCHWAB STRATEGIC TR
+$89.7K
63,073
+3%
增持
DYNF
BLACKROCK ETF TRUST
+$88.8K
5,206
+35%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$72.1K
23,882
+1%
增持
MBB
ISHARES TR
+$66.3K
3,557
+24%
减持
—
EXXON MOBIL CORP
-$63.6K
1,975
-26%
增持
FULT
FULTON FINL CORP PA
+$63.0K
86,789
+0%
减持
NUSC
NUSHARES ETF TR
-$61.2K
29,376
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$59.2K
2,034
+8%
减持
VUSE
ETF SER SOLUTIONS
-$57.1K
3,212
-21%
增持
SPHY
SPDR SERIES TRUST
+$56.0K
44,159
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$54.4K
479
+4%
增持
QALT
SEI EXCHANGE TRADED FUNDS
+$53.6K
19,268
+15%
增持
WMT
WALMART INC
+$53.3K
4,565
+3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$51.7K
50,383
+3%
减持
SPTM
SPDR SERIES TRUST
-$49.8K
17,895
-5%
减持
EFV
ISHARES TR
-$48.9K
2,872
-23%
增持
DBND
DOUBLELINE ETF TRUST
+$48.7K
7,734
+16%
增持
UTEN
RBB FD INC
+$47.6K
14,394
+9%
减持
VBND
ETF SER SOLUTIONS
-$46.5K
4,922
-17%
增持
MUB
ISHARES TR
+$41.9K
6,167
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$41.8K
58,808
+0%
增持
VWOB
VANGUARD WHITEHALL FDS
+$41.0K
8,483
+7%
增持
GOVT
ISHARES TR
+$40.0K
54,854
+4%
减持
COWZ
PACER FDS TR
-$39.9K
5,924
-14%
减持
QUAL
ISHARES TR
-$39.2K
1,192
-16%
增持
HD
HOME DEPOT INC
-$39.0K
830
+4%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$38.0K
20,958
+2%
增持
USXF
ISHARES TR
+$37.7K
16,171
+4%
增持
TMUS
T-MOBILE US INC
-$36.5K
1,143
+2%
增持
META
META PLATFORMS INC
+$35.5K
945
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$34.1K
771
+10%
增持
EMLC
VANECK ETF TRUST
+$33.5K
21,924
+5%
增持
IVW
ISHARES TR
+$31.4K
1,967
+13%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$31.2K
25,428
+5%
减持
GD
GENERAL DYNAMICS CORP
-$30.0K
779
-9%
增持
QINT
AMERICAN CENTY ETF TR
+$29.4K
8,942
+1%
减持
PPL
PPL CORP
-$28.5K
12,871
-0%
增持
BCI
ABRDN ETFS
-$26.8K
13,677
+0%
增持
TAXF
AMERICAN CENTY ETF TR
+$26.2K
8,024
+7%
增持
NEE
NEXTERA ENERGY INC
+$25.4K
3,676
+3%
增持
COST
COSTCO WHSL CORP NEW
-$25.2K
472
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$25.2K
24,308
+3%
增持
T
AT&T INC
-$25.1K
8,386
+1%
增持
UTWO
RBB FD INC
+$25.0K
11,089
+5%
增持
SEIS
SEI EXCHANGE TRADED FUNDS
+$25.0K
9,203
+11%
增持
MA
MASTERCARD INCORPORATED
+$23.7K
992
+4%
增持
SEEM
SEI EXCHANGE TRADED FUNDS
+$22.6K
8,867
+6%
增持
DMXF
ISHARES TR
+$22.6K
6,980
+5%
减持
NULG
NUSHARES ETF TR
-$22.1K
2,128
-8%
增持
SELV
SEI EXCHANGE TRADED FUNDS
+$21.5K
8,610
+7%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$21.0K
12,032
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$20.0K
28,986
-4%
增持
IWY
ISHARES TR
+$19.7K
4,249
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$19.0K
151,156
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.9K
6,090
+0%
减持
AVEM
AMERICAN CENTY ETF TR
-$17.1K
3,847
-8%
减持
QQQ
INVESCO QQQ TR
+$16.9K
2,415
-1%
增持
VBK
VANGUARD INDEX FDS
+$15.1K
1,108
+3%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$14.3K
25,906
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$13.6K
13,298
-2%
增持
USMV
ISHARES TR
+$13.4K
4,762
+4%
增持
ABBV
ABBVIE INC
+$13.3K
1,022
+7%
增持
NFLX
NETFLIX INC
+$13.0K
2,415
+1257%
增持
DFSB
DIMENSIONAL ETF TRUST
+$12.6K
6,702
+7%
增持
VBR
VANGUARD INDEX FDS
+$11.9K
1,504
+2%
增持
USIG
ISHARES TR
+$11.7K
4,732
+6%
增持
HYG
ISHARES TR
+$11.4K
4,801
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$11.3K
18,763
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$11.0K
17,695
+0%
增持
EMB
ISHARES TR
+$10.7K
3,217
+2%
增持
SUB
ISHARES TR
+$10.5K
13,243
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$10.0K
3,106
-0%
减持
MCD
MCDONALDS CORP
-$9.8K
810
-4%
增持
TSLA
TESLA INC
+$9.6K
1,658
+0%
增持
DFIP
DIMENSIONAL ETF TRUST
+$8.9K
9,350
+4%
减持
IEMG
ISHARES INC
-$8.8K
10,628
-3%
减持
DIHP
DIMENSIONAL ETF TRUST
+$8.8K
7,081
-0%
增持
ESGD
ISHARES TR
+$8.7K
2,380
+2%
减持
IDEV
ISHARES TR
+$8.5K
14,279
-2%
增持
SHYG
ISHARES TR
+$8.4K
10,929
+3%
减持
AVUV
AMERICAN CENTY ETF TR
+$8.2K
3,396
-0%
减持
HCA
HCA HEALTHCARE INC
-$7.9K
445
-12%
减持
DFAX
DIMENSIONAL ETF TRUST
+$6.3K
18,975
-3%
增持
SCHO
SCHWAB STRATEGIC TR
+$6.2K
25,657
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.2K
10,910
+2%
减持
PNC
PNC FINL SVCS GROUP INC
-$6.0K
2,504
-5%
增持
CLIP
GLOBAL X FDS
+$5.9K
3,950
+2%
增持
ESML
ISHARES TR
+$5.8K
5,824
+0%
