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Facet Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Facet Wealth, Inc.
报告期 2026-03-31 · CIK 0001748271
持仓数
349
前50大市值合计
$5.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 149 项
建仓 10
增持 62
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SPMD
SPDR SER TR
+$143.9M
2,560,704
减持
IUSG
ISHARES TR
-$40.7M
697,548
-35%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$33.7M
7,988,091
+9%
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
IWN
ISHARES TR
-$30.5M
258,958
-42%
增持
QUAL
ISHARES TR
+$23.5M
2,397,461
+2%
增持
VTV
VANGUARD INDEX FDS
+$18.5M
1,690,751
+4%
增持
BND
VANGUARD BD INDEX FDS
+$16.5M
4,842,617
+5%
增持
EFG
ISHARES TR
+$14.7M
1,495,780
+10%
增持
MGK
VANGUARD WORLD FD
+$9.2M
295,312
+2%
增持
MUB
ISHARES TR
+$9.1M
1,549,955
+6%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$8.9M
286,312
+95%
增持
CMF
ISHARES TR
+$8.8M
1,148,937
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$7.4M
553,994
+37%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.0M
1,277,314
+7%
减持
VBR
VANGUARD INDEX FDS
-$5.3M
24,672
-52%
增持
IEI
ISHARES TR
+$4.7M
666,834
+7%
减持
VTI
VANGUARD INDEX FDS
+$4.5M
1,887,778
-5%
增持
ESGV
VANGUARD WORLD FD
+$4.2M
376,423
+5%
增持
USMV
ISHARES TR
+$3.7M
377,579
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
2,183,549
+7%
增持
IEFA
ISHARES TR
+$2.8M
756,086
+5%
减持
AAPL
APPLE INC
-$2.6M
116,886
-11%
建仓
PSN
PARSONS CORP DEL
+$2.5M
32,959
减持
SLYV
SPDR SER TR
-$2.5M
27,753
-52%
增持
IEMG
ISHARES INC
+$2.5M
240,215
+29%
增持
NYF
ISHARES TR
+$2.1M
371,537
+12%
增持
VSGX
VANGUARD WORLD FD
+$2.1M
354,855
+11%
减持
ITOT
ISHARES TR
-$2.0M
459,460
-8%
增持
AGG
ISHARES TR
+$2.0M
84,258
+33%
减持
VUG
VANGUARD INDEX FDS
-$1.7M
12,739
-30%
增持
TFLO
ISHARES TR
+$1.7M
591,221
+6%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
511,637
+6%
增持
FLRN
SPDR SER TR
+$1.6M
993,464
+5%
减持
META
META PLATFORMS INC
+$1.4M
11,511
-4%
增持
EFAV
ISHARES TR
+$1.4M
195,680
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
797,155
+4%
减持
VXF
VANGUARD INDEX FDS
-$950.0K
7,088
-45%
增持
SPYV
SPDR SER TR
+$905.1K
728,798
+3%
减持
SPEM
SPDR INDEX SHS FDS
-$863.9K
234,928
-6%
减持
MSFT
MICROSOFT CORP
-$765.9K
5,242
-26%
减持
SPTM
SPDR SER TR
-$765.6K
145,192
-11%
增持
SCHG
SCHWAB STRATEGIC TR
+$649.0K
108,131
+17%
增持
TSLA
TESLA INC
+$646.4K
4,793
+10%
减持
TFI
SPDR SER TR
-$584.8K
7,216
-64%
减持
VOO
VANGUARD INDEX FDS
+$520.2K
21,154
-1%
增持
ESGU
ISHARES TR
+$502.1K
57,043
+2%
减持
SPAB
SPDR SER TR
-$497.1K
397,499
-5%
减持
AVUV
AMERICAN CENTY ETF TR
-$476.4K
5,419
-49%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$427.0K
3,852
清仓
IWS
ISHARES TR
-$387.5K
0
-100%
减持
CRM
SALESFORCE INC
-$383.5K
1,537
-49%
清仓
PANW
PALO ALTO NETWORKS INC
-$346.0K
0
-100%
增持
NFLX
NETFLIX INC
+$344.7K
1,220
+3%
减持
IVV
ISHARES TR
-$327.4K
5,870
-13%
增持
SQ
BLOCK INC
+$312.2K
23,037
+1%
减持
VXUS
VANGUARD STAR FDS
-$307.9K
6,019
-45%
减持
NVDA
NVIDIA CORPORATION
-$297.2K
33,797
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$294.2K
63,278
-6%
增持
SCHB
SCHWAB STRATEGIC TR
+$290.8K
68,095
+16%
清仓
LMT
LOCKHEED MARTIN CORP
-$285.8K
0
-100%
增持
EAGG
ISHARES TR
+$271.3K
215,456
+3%
建仓
SCHV
SCHWAB STRATEGIC TR
+$270.0K
9,959
建仓
DGRO
ISHARES TR
+$261.9K
4,139
减持
VONG
VANGUARD SCOTTSDALE FDS
-$252.8K
5,493
-36%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$240.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$228.9K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$227.2K
717
增持
UNH
UNITEDHEALTH GROUP INC
+$224.9K
1,547
+49%
清仓
ADBE
ADOBE INC
-$219.2K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$213.1K
8,116
增持
VO
VANGUARD INDEX FDS
+$211.1K
2,333
+41%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$210.4K
3,674
建仓
SHOP
SHOPIFY INC
+$207.0K
1,763
清仓
CVX
CHEVRON CORP NEW
-$206.7K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$203.7K
1,771
减持
VOE
VANGUARD INDEX FDS
-$200.4K
1,443
-46%
增持
BAC
BANK AMERICA CORP
+$197.0K
10,590
+45%
增持
WMT
WALMART INC
+$184.6K
7,216
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$183.0K
4,348
+2%
减持
AVGO
BROADCOM INC
+$180.1K
3,579
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$175.1K
3,076
+2%
减持
IJR
ISHARES TR
-$165.5K
3,356
-31%
清仓
—
UDEMY INC
-$149.4K
0
-100%
减持
GOOG
ALPHABET INC
-$145.2K
4,734
-21%
减持
JNJ
JOHNSON & JOHNSON
-$139.9K
1,611
-33%
减持
AMZN
AMAZON COM INC
+$130.5K
39,025
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$120.9K
2,873
-1%
减持
ORCL
ORACLE CORP
-$107.1K
2,636
-21%
增持
SCHX
SCHWAB STRATEGIC TR
+$106.8K
50,063
+4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$105.9K
2,706
-23%
增持
FNDX
SCHWAB STRATEGIC TR
+$103.7K
22,967
+19%
减持
VB
VANGUARD INDEX FDS
-$99.0K
864
-35%
减持
VNQ
VANGUARD INDEX FDS
-$97.9K
4,141
-19%
减持
V
VISA INC
+$78.0K
1,685
-4%
增持
SUSC
ISHARES TR
+$77.8K
111,195
+4%
减持
QQQ
INVESCO QQQ TR
-$74.7K
2,097
-13%
减持
IJH
ISHARES TR
-$73.5K
5,675
-19%
减持
AMAT
APPLIED MATLS INC
-$66.6K
3,217
-9%
减持
D
DOMINION ENERGY INC
-$65.3K
5,207
-12%
减持
PG
PROCTER AND GAMBLE CO
-$55.6K
1,566
-19%
减持
MA
MASTERCARD INCORPORATED
-$53.4K
399
-27%
减持
DIS
DISNEY WALT CO
-$52.8K
1,942
-31%
增持
COP
CONOCOPHILLIPS
+$51.9K
3,097
+32%
增持
NEE
NEXTERA ENERGY INC
-$49.4K
5,464
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$48.0K
2,725
+11%
减持
PEP
PEPSICO INC
-$46.4K
1,658
-4%
减持
LLY
ELI LILLY & CO
+$44.0K
2,504
-5%
减持
IWB
ISHARES TR
-$42.9K
2,767
-10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$40.3K
7,229
+10%
减持
ABBV
ABBVIE INC
-$39.4K
2,398
-2%
增持
SYY
SYSCO CORP
-$39.2K
10,708
+0%
增持
CSCO
CISCO SYS INC
+$39.2K
3,926
+6%
增持
HD
HOME DEPOT INC
+$35.3K
2,206
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$33.4K
1,606
-8%
减持
AVUS
AMERICAN CENTY ETF TR
-$33.0K
31,872
-6%
减持
IWM
ISHARES TR
-$32.8K
2,297
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.7K
2,800
+3%
减持
AMGN
AMGEN INC
-$32.5K
746
-5%
减持
—
ACCENTURE PLC IRELAND
+$31.8K
805
-0%
增持
ESGD
ISHARES TR
+$30.9K
41,162
+1%
增持
MRK
MERCK & CO INC
+$29.8K
3,161
+31%
减持
DFAX
DIMENSIONAL ETF TRUST
-$29.2K
16,039
-6%
减持
HCA
HCA HEALTHCARE INC
-$29.2K
627
-3%
增持
—
EXXON MOBIL CORP
+$26.8K
4,974
+11%
减持
VGT
VANGUARD WORLD FD
-$25.9K
584
-12%
增持
XLK
SELECT SECTOR SPDR TR
+$25.6K
1,841
+2%
减持
SPYM
SPDR SER TR
+$24.7K
29,042
-4%
增持
RTX
RTX CORPORATION
+$24.5K
1,862
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$23.5K
146,189
+2%
增持
MCD
MCDONALDS CORP
+$17.9K
884
+8%
减持
COST
COSTCO WHSL CORP NEW
+$17.8K
622
-13%
减持
DFAC
DIMENSIONAL ETF TRUST
-$13.4K
28,437
-5%
减持
IWR
ISHARES TR
-$11.3K
2,511
-9%
减持
BX
BLACKSTONE INC
-$10.7K
1,634
-5%
增持
CAT
CATERPILLAR INC
+$10.2K
1,143
+7%
减持
WM
WASTE MGMT INC DEL
+$9.0K
1,073
-1%
增持
CI
THE CIGNA GROUP
-$8.8K
806
+6%
减持
IAU
ISHARES GOLD TR
+$8.5K
6,154
-2%
增持
SCHE
SCHWAB STRATEGIC TR
+$7.4K
9,009
+7%
减持
PHG
KONINKLIJKE PHILIPS N V
+$6.8K
9,046
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$6.7K
30,491
-3%
减持
UNP
UNION PAC CORP
+$6.4K
976
-1%
减持
IWF
ISHARES TR
+$2.9K
922
-7%
增持
ESGE
ISHARES INC
-$2.5K
9,217
+1%
减持
GOOGL
ALPHABET INC
-$1.5K
6,379
-8%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$930
1,825
-3%
减持
VEEV
VEEVA SYS INC
+$924
1,310
-10%
减持
ABT
ABBOTT LABS
+$906
1,699
-8%
增持
HON
HONEYWELL INTL INC
+$242
1,102
+2%
