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Elwood & Goetz Wealth Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Elwood & Goetz Wealth Advisory Group, LLC
报告期 2026-03-31 · CIK 0001752758
持仓数
138
前50大市值合计
$554.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 100 项
建仓 19
增持 45
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VGT
VANGUARD WORLD FD
+$7.4M
55,354
+2%
增持
VOO
VANGUARD INDEX FDS
+$7.2M
131,647
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.2M
1,248,261
-1%
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。
建仓
AVMC
AMERICAN CENTY ETF TR
+$2.2M
33,547
增持
XSOE
WISDOMTREE TR
+$2.1M
570,881
+0%
增持
AVSC
AMERICAN CENTY ETF TR
+$2.0M
560,988
+1%
增持
NFLT
ETFIS SER TR I
+$2.0M
622,339
+15%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.7M
254,900
+25%
增持
IVV
ISHARES TR
+$1.6M
4,581
+114%
减持
VTI
VANGUARD INDEX FDS
+$1.2M
53,650
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
480,818
-1%
增持
MSFT
MICROSOFT CORP
+$1.1M
7,025
+8%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
125,607
+2%
增持
IYW
ISHARES TR
+$906.7K
19,242
+11%
增持
NEE
NEXTERA ENERGY INC
+$790.4K
16,145
+246%
增持
XLK
SELECT SECTOR SPDR TR
+$780.3K
5,896
+71%
增持
DFAR
DIMENSIONAL ETF TRUST
+$763.3K
2,073,367
+3%
增持
VB
VANGUARD INDEX FDS
+$690.6K
11,917
+24%
建仓
DMAX
ISHARES TR
+$688.8K
26,699
增持
HYG
ISHARES TR
+$667.5K
40,462
+23%
增持
VO
VANGUARD INDEX FDS
+$628.7K
28,180
+0%
增持
DLS
WISDOMTREE TR
+$557.5K
57,593
+1%
增持
IJR
ISHARES TR
+$544.2K
60,965
+4%
增持
NVDA
NVIDIA CORPORATION
+$464.3K
6,175
+31%
建仓
ESML
ISHARES TR
+$425.1K
10,286
增持
IJH
ISHARES TR
+$410.9K
28,676
+22%
建仓
WMT
WALMART INC
+$407.9K
4,172
减持
SCHM
SCHWAB STRATEGIC TR
+$392.6K
1,026,491
-5%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$389.0K
5,019
建仓
ORCL
ORACLE CORP
+$388.7K
1,778
建仓
USHY
ISHARES TR
+$368.9K
9,836
增持
AMZN
AMAZON COM INC
+$364.5K
6,915
+14%
减持
VNQ
VANGUARD INDEX FDS
-$363.2K
50,231
-6%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$344.9K
17,316
增持
SPY
SPDR S&P 500 ETF TR
+$319.9K
4,420
+3%
建仓
VOX
VANGUARD WORLD FD
+$302.6K
1,769
增持
JPM
JPMORGAN CHASE & CO.
+$295.3K
3,111
+26%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$290.1K
4,745
增持
ESGD
ISHARES TR
+$281.6K
19,773
+9%
建仓
ARKW
ARK ETF TR
+$278.9K
1,889
建仓
INTU
INTUIT
+$272.5K
346
建仓
META
META PLATFORMS INC
+$266.4K
361
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$257.7K
5,415
-0%
建仓
XEL
XCEL ENERGY INC
+$241.2K
3,542
建仓
CSX
CSX CORP
+$227.3K
6,965
增持
SPEM
SPDR INDEX SHS FDS
+$225.8K
58,447
+1%
增持
GOOGL
ALPHABET INC
+$218.5K
3,108
+46%
清仓
CMCSA
COMCAST CORP NEW
-$211.4K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$209.2K
1,022
建仓
GLW
CORNING INC
+$207.5K
3,945
清仓
SPMD
SPDR SER TR
-$206.6K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$206.4K
2,577
增持
VUG
VANGUARD INDEX FDS
+$204.2K
1,924
+12%
减持
PG
PROCTER AND GAMBLE CO
-$180.4K
2,769
-24%
增持
CAT
CATERPILLAR INC
+$168.6K
1,401
+23%
增持
—
EXXON MOBIL CORP
+$167.9K
3,944
+82%
增持
IWF
ISHARES TR
+$165.2K
1,345
+20%
增持
AXP
AMERICAN EXPRESS CO
+$156.2K
1,431
+28%
增持
SCHE
SCHWAB STRATEGIC TR
+$142.0K
20,315
+19%
增持
GOOG
ALPHABET INC
+$131.3K
5,576
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$116.9K
2,594
+39%
清仓
ICLN
ISHARES TR
-$115.5K
0
-100%
增持
PICK
ISHARES INC
+$106.7K
17,496
+14%
增持
COST
COSTCO WHSL CORP NEW
+$106.2K
1,076
+6%
减持
DFIS
DIMENSIONAL ETF TRUST
+$91.6K
30,311
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$88.6K
678
-7%
减持
GLD
SPDR GOLD TR
-$85.4K
962
-27%
增持
DFAS
DIMENSIONAL ETF TRUST
+$84.3K
9,259
+9%
减持
VSGX
VANGUARD WORLD FD
-$83.3K
5,969
-26%
增持
V
VISA INC
+$66.3K
1,535
+12%
增持
VPU
VANGUARD WORLD FD
+$65.8K
1,983
+19%
减持
SCHB
SCHWAB STRATEGIC TR
+$59.1K
49,139
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$58.5K
975
+7%
增持
MA
MASTERCARD INCORPORATED
+$57.1K
605
+17%
减持
JNJ
JOHNSON & JOHNSON
-$56.9K
3,217
-3%
建仓
PSEC
PROSPECT CAP CORP
+$52.3K
16,437
减持
TSLA
TESLA INC
+$45.3K
1,638
-11%
减持
ITOT
ISHARES TR
+$43.8K
4,070
-2%
减持
TXN
TEXAS INSTRS INC
+$40.2K
1,640
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.0K
1,384
-7%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$37.8K
5,835
-15%
增持
XVV
ISHARES TR
+$36.6K
5,945
+3%
减持
UNP
UNION PAC CORP
-$32.5K
937
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$30.2K
1,126
-9%
减持
FAN
FIRST TR EXCHANGE-TRADED FD
+$28.9K
11,185
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$28.5K
11,102
-1%
减持
SCHH
SCHWAB STRATEGIC TR
-$25.2K
22,716
-3%
减持
HD
HOME DEPOT INC
-$23.0K
2,941
-2%
减持
MCD
MCDONALDS CORP
-$22.9K
854
-2%
减持
ESGE
ISHARES INC
+$22.7K
6,334
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$21.0K
580
-2%
减持
EFA
ISHARES TR
+$20.7K
4,134
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$15.4K
5,553
-1%
减持
ABT
ABBOTT LABS
-$14.3K
2,450
-6%
减持
T
AT&T INC
+$12.5K
23,008
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
-$6.0K
547
+1%
减持
VDC
VANGUARD WORLD FD
-$5.9K
1,697
-2%
减持
MMM
3M CO
-$5.5K
1,708
-6%
增持
AAPL
APPLE INC
+$3.7K
16,353
+8%
增持
KO
COCA COLA CO
+$357
7,658
+1%
