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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 40
增持 75
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$117.3M
11,378,664
+17%
增持
VTI
VANGUARD INDEX FDS
+$95.0M
1,895,368
+6%
增持
QUAL
ISHARES TR
+$61.1M
2,503,203
+8%
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。
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$55.2M
3,043,986
+48%
增持
BND
VANGUARD BD INDEX FDS
+$39.2M
5,437,226
+10%
增持
MGK
VANGUARD WORLD FD
+$25.4M
267,668
+13%
增持
MUB
ISHARES TR
+$25.2M
1,119,485
+28%
增持
SPMD
SPDR SERIES TRUST
+$23.9M
2,726,120
+10%
减持
VTV
VANGUARD INDEX FDS
-$22.5M
1,430,668
-13%
增持
IUSG
ISHARES TR
+$20.9M
707,698
+6%
增持
CMF
ISHARES TR
+$13.7M
1,278,713
+24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$13.5M
1,502,091
+10%
减持
VTEB
VANGUARD MUN BD FDS
-$11.0M
2,076,352
-10%
增持
IEI
ISHARES TR
+$9.5M
785,125
+11%
减持
SPYV
SPDR SERIES TRUST
-$8.2M
995,809
-19%
减持
ITOT
ISHARES TR
+$7.8M
727,134
-3%
增持
ESGV
VANGUARD WORLD FD
+$5.2M
355,005
+2%
增持
EFAV
ISHARES TR
+$4.7M
277,165
+29%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.3M
1,104,582
-2%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.7M
455,250
+17%
增持
NVDA
NVIDIA CORPORATION
+$3.6M
39,421
+32%
增持
AMZN
AMAZON COM INC
+$3.5M
44,142
+20%
增持
MSFT
MICROSOFT CORP
+$3.2M
10,314
+93%
增持
META
META PLATFORMS INC
+$3.0M
12,977
+11%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
21,766
+11%
减持
IWN
ISHARES TR
-$2.3M
196,866
-14%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.1M
918,371
-2%
增持
AAPL
APPLE INC
+$1.9M
127,299
+3%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
1,013,573
-4%
减持
VO
VANGUARD INDEX FDS
+$1.8M
88,310
-2%
减持
IEFA
ISHARES TR
-$1.7M
1,421,700
-4%
增持
TFLO
ISHARES TR
+$1.7M
606,425
+5%
增持
FLRN
SPDR SERIES TRUST
+$1.6M
1,025,445
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
522,527
+5%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
26,504
-3%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
2,144
+238%
减持
TFI
SPDR SERIES TRUST
-$1.3M
6,094
-82%
增持
VSGX
VANGUARD WORLD FD
+$1.2M
301,167
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
192,617
+30%
增持
NYF
ISHARES TR
+$1.1M
392,537
+6%
减持
SPTM
SPDR SERIES TRUST
+$1.1M
192,720
-4%
建仓
JAAA
JANUS DETROIT STR TR
+$1.0M
19,731
增持
AVGO
BROADCOM INC
+$977.3K
5,926
+56%
减持
ESGU
ISHARES TR
+$886.6K
73,874
-3%
减持
AGG
ISHARES TR
-$763.2K
81,085
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$748.0K
5,846
+99%
增持
GOOGL
ALPHABET INC
+$716.8K
9,217
+44%
减持
IEMG
ISHARES INC
+$703.9K
324,774
-3%
增持
GOOG
ALPHABET INC
+$702.2K
7,868
+60%
减持
SPEM
SPDR INDEX SHS FDS
+$631.3K
359,964
-1%
增持
TSLA
TESLA INC
+$630.8K
5,049
+53%
增持
JPM
JPMORGAN CHASE & CO.
+$607.3K
5,060
+43%
增持
QQQ
INVESCO QQQ TR
+$552.2K
2,368
+46%
减持
VBR
VANGUARD INDEX FDS
-$527.4K
43,775
-13%
增持
NFLX
NETFLIX INC
+$525.8K
1,590
+37%
建仓
GS
GOLDMAN SACHS GROUP INC
+$513.9K
710
建仓
JBL
JABIL INC
+$509.5K
2,283
减持
SLYV
SPDR SERIES TRUST
-$468.4K
51,875
-17%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$453.6K
68,464
+6%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$420.7K
46,773
-8%
增持
IVE
ISHARES TR
+$405.4K
3,136
+173%
减持
AVUS
AMERICAN CENTY ETF TR
-$389.9K
22,331
-23%
清仓
PYPL
PAYPAL HLDGS INC
-$363.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$355.2K
5,021
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$351.7K
2,658
+51%
建仓
JNJ
JOHNSON & JOHNSON
+$349.9K
2,124
减持
EFG
ISHARES TR
-$349.2K
13,748
-20%
清仓
ADI
ANALOG DEVICES INC
-$347.6K
0
-100%
增持
IWM
ISHARES TR
+$346.1K
3,263
+76%
建仓
AXP
AMERICAN EXPRESS CO
+$337.6K
1,128
增持
VYM
VANGUARD WHITEHALL FDS
+$330.2K
4,744
+94%
增持
EAGG
ISHARES TR
+$326.1K
197,755
+3%
清仓
IAU
ISHARES GOLD TR
-$317.0K
0
-100%
建仓
DASH
DOORDASH INC
+$316.1K
1,263
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$312.6K
4,768
建仓
IYW
ISHARES TR
+$311.6K
1,719
建仓
T
AT&T INC
+$310.9K
11,341
建仓
BA
BOEING CO
+$310.4K
1,399
建仓
SMH
VANECK ETF TRUST
+$308.7K
1,069
减持
PSN
PARSONS CORP DEL
-$307.6K
22,959
-30%
建仓
GE
GE AEROSPACE
+$301.6K
1,113
建仓
EFV
ISHARES TR
+$299.8K
4,734
建仓
CPRT
COPART INC
+$294.7K
6,502
建仓
DIS
DISNEY WALT CO
+$293.5K
2,464
增持
CAT
CATERPILLAR INC
+$292.1K
1,524
+31%
建仓
UBER
UBER TECHNOLOGIES INC
+$287.3K
3,274
建仓
AMD
ADVANCED MICRO DEVICES INC
+$282.2K
1,601
建仓
—
ROYAL CARIBBEAN GROUP
+$282.0K
887
增持
—
EXXON MOBIL CORP
+$275.6K
6,251
+53%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$275.4K
1,184
建仓
DELL
DELL TECHNOLOGIES INC
+$271.1K
2,043
增持
HD
HOME DEPOT INC
+$269.5K
2,615
+37%
建仓
ISRG
INTUITIVE SURGICAL INC
+$267.0K
555
建仓
—
EATON CORP PLC
+$265.9K
691
建仓
CVX
CHEVRON CORP NEW
+$259.9K
1,714
建仓
BKNG
BOOKING HOLDINGS INC
+$258.8K
47
建仓
IWD
ISHARES TR
+$258.5K
1,323
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$257.5K
3,404
建仓
DGRO
ISHARES TR
+$256.1K
3,962
建仓
SPYI
NEOS ETF TRUST
+$255.4K
5,016
建仓
WFC
WELLS FARGO CO NEW
+$247.6K
3,071
建仓
UNP
UNION PAC CORP
+$246.2K
1,109
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$243.5K
533
建仓
TJX
TJX COS INC NEW
+$242.0K
1,943
增持
V
VISA INC
+$226.4K
2,494
+37%
建仓
MCO
MOODYS CORP
+$225.9K
438
建仓
JPIN
J P MORGAN EXCHANGE TRADED F
+$225.0K
3,564
增持
IWR
ISHARES TR
+$223.0K
4,996
+75%
增持
BAC
BANK AMERICA CORP
+$220.6K
13,366
+34%
建仓
AXON
AXON ENTERPRISE INC
+$215.3K
285
建仓
SPTI
SPDR SERIES TRUST
+$215.3K
7,535
增持
CSCO
CISCO SYS INC
+$211.1K
6,300
+72%
建仓
WELL
WELLTOWER INC
+$211.1K
1,279
减持
SPAB
SPDR SERIES TRUST
-$209.7K
375,907
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$204.8K
1,390,541
-3%
建仓
IJS
ISHARES TR
+$203.0K
2,013
建仓
—
CHUBB LIMITED
+$201.3K
757
减持
IVV
ISHARES TR
+$201.0K
6,330
-6%
增持
WMT
WALMART INC
+$190.9K
9,246
+28%
增持
ABBV
ABBVIE INC
+$187.8K
3,567
+44%
增持
IWB
ISHARES TR
+$179.3K
2,757
+10%
增持
VB
VANGUARD INDEX FDS
+$176.9K
1,763
+56%
减持
SPY
SPDR S&P 500 ETF TR
+$176.2K
3,783
-4%
增持
RTX
RTX CORPORATION
+$175.6K
2,482
+48%
增持
MA
MASTERCARD INCORPORATED
+$170.0K
797
+59%
增持
IWF
ISHARES TR
+$155.7K
1,697
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$152.5K
3,811
+16%
增持
BX
BLACKSTONE INC
+$148.1K
2,161
+30%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$138.7K
3,198
+36%
增持
IVW
ISHARES TR
+$138.5K
4,770
+14%
增持
PG
PROCTER AND GAMBLE CO
+$137.3K
2,480
+67%
增持
COP
CONOCOPHILLIPS
+$132.5K
4,068
+40%
增持
MCD
MCDONALDS CORP
+$122.7K
1,256
+56%
减持
VXF
VANGUARD INDEX FDS
-$120.0K
7,002
-18%
增持
IJH
ISHARES TR
+$113.7K
6,464
+29%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$108.5K
24,379
增持
UNH
UNITEDHEALTH GROUP INC
-$105.5K
1,123
+18%
增持
SYY
SYSCO CORP
+$105.0K
10,671
+1%
增持
NEE
NEXTERA ENERGY INC
+$102.5K
6,438
+20%
减持
ORCL
ORACLE CORP
+$101.1K
1,872
-25%
增持
SUSC
ISHARES TR
+$100.8K
102,345
+2%
增持
AMGN
AMGEN INC
+$79.6K
966
+32%
增持
PEP
PEPSICO INC
+$77.6K
2,152
+30%
减持
DFAC
DIMENSIONAL ETF TRUST
-$76.0K
22,555
-18%
增持
SCHA
SCHWAB STRATEGIC TR
+$74.9K
25,739
+2%
增持
ABT
ABBOTT LABS
+$74.9K
2,387
+40%
增持
VNQ
VANGUARD INDEX FDS
+$74.6K
4,726
+22%
减持
AVUV
AMERICAN CENTY ETF TR
-$74.5K
2,901
-28%
减持
SCHX
SCHWAB STRATEGIC TR
+$74.4K
49,292
-5%
增持
VEEV
VEEVA SYS INC
+$73.5K
1,342
+3%
