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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 112 项
建仓 23
增持 48
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AVMC
AMERICAN CENTY ETF TR
+$21.8M
345,444
+930%
减持
SCHM
SCHWAB STRATEGIC TR
-$18.2M
357,923
-65%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.0M
1,337,085
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。
+7%
增持
VOO
VANGUARD INDEX FDS
+$8.5M
135,950
+3%
增持
AVSC
AMERICAN CENTY ETF TR
+$5.0M
592,476
+6%
增持
DFAR
DIMENSIONAL ETF TRUST
+$3.8M
2,198,522
+6%
减持
VGT
VANGUARD WORLD FD
+$3.1M
53,376
-4%
增持
XSOE
WISDOMTREE TR
+$2.8M
593,400
+4%
增持
AAPL
APPLE INC
+$1.7M
19,794
+21%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
132,735
+6%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
10,898
+76%
减持
VTI
VANGUARD INDEX FDS
+$1.1M
52,895
-1%
增持
MSFT
MICROSOFT CORP
+$1.0M
8,767
+25%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$867.4K
15,643
增持
IVV
ISHARES TR
+$836.8K
5,500
+20%
增持
GOOGL
ALPHABET INC
+$699.4K
5,130
+65%
增持
DFAC
DIMENSIONAL ETF TRUST
+$669.9K
27,684
+149%
减持
SCHA
SCHWAB STRATEGIC TR
+$598.6K
252,601
-1%
增持
HD
HOME DEPOT INC
+$595.1K
4,130
+40%
建仓
ICSH
ISHARES TR
+$501.0K
9,871
减持
IJR
ISHARES TR
+$449.2K
59,851
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$403.7K
4,139
+33%
建仓
MS
MORGAN STANLEY
+$393.3K
2,474
建仓
AVGO
BROADCOM INC
+$392.9K
1,191
增持
AMZN
AMAZON COM INC
+$381.8K
8,648
+25%
增持
GOOG
ALPHABET INC
+$371.1K
5,585
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$362.6K
472,023
-2%
增持
HYG
ISHARES TR
+$337.7K
44,352
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$337.5K
4,606
+4%
建仓
—
ASML HOLDING N V
+$313.7K
324
增持
WMT
WALMART INC
+$308.4K
6,951
+67%
清仓
VOX
VANGUARD WORLD FD
-$302.6K
0
-100%
建仓
LLY
ELI LILLY & CO
+$296.0K
388
建仓
GS
GOLDMAN SACHS GROUP INC
+$290.7K
365
建仓
DFGP
DIMENSIONAL ETF TRUST
+$287.9K
5,181
增持
DFIS
DIMENSIONAL ETF TRUST
+$285.9K
37,635
+24%
建仓
RTX
RTX CORPORATION
+$282.5K
1,688
清仓
INTU
INTUIT
-$272.5K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$267.7K
27,757
-2%
建仓
SYK
STRYKER CORPORATION
+$263.2K
712
增持
VB
VANGUARD INDEX FDS
+$256.5K
12,115
+2%
建仓
FCX
FREEPORT-MCMORAN INC
+$256.0K
6,528
减持
IYW
ISHARES TR
+$254.9K
18,324
-5%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$239.6K
4,014
建仓
DFIC
DIMENSIONAL ETF TRUST
+$236.1K
7,201
增持
AXP
AMERICAN EXPRESS CO
+$235.8K
2,084
+46%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$227.9K
816
减持
SPEM
SPDR INDEX SHS FDS
+$224.1K
58,153
-1%
减持
DLS
WISDOMTREE TR
+$221.2K
57,188
-1%
增持
CAT
CATERPILLAR INC
+$218.1K
1,597
+14%
建仓
IVE
ISHARES TR
+$216.0K
1,046
建仓
RY
ROYAL BK CDA
+$214.6K
1,457
建仓
DUHP
DIMENSIONAL ETF TRUST
+$214.3K
5,673
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$212.7K
363
建仓
VYM
VANGUARD WHITEHALL FDS
+$210.7K
1,495
建仓
EMXC
ISHARES INC
+$209.6K
3,104
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$209.2K
0
-100%
建仓
HSY
HERSHEY CO
+$206.7K
1,105
建仓
NFLX
NETFLIX INC
+$206.2K
172
建仓
BLK
BLACKROCK INC
+$204.0K
175
增持
NFLT
ETFIS SER TR I
+$201.6K
624,740
+0%
增持
ORCL
ORACLE CORP
+$201.3K
2,098
+18%
减持
TSLA
TESLA INC
+$199.2K
1,618
-1%
增持
IT
GARTNER INC
-$196.1K
1,639
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.8K
2,122
+53%
增持
META
META PLATFORMS INC
+$152.1K
570
+58%
增持
V
VISA INC
+$149.7K
2,035
+33%
减持
PBW
INVESCO EXCHANGE TRADED FD T
+$147.2K
17,039
-2%
减持
—
EXXON MOBIL CORP
-$132.9K
2,592
-34%
增持
SCHH
SCHWAB STRATEGIC TR
+$127.1K
28,176
+24%
减持
ESGD
ISHARES TR
-$125.7K
17,621
-11%
增持
VNQ
VANGUARD INDEX FDS
+$125.1K
50,302
+0%
增持
JNJ
JOHNSON & JOHNSON
+$107.0K
3,227
+0%
增持
NEE
NEXTERA ENERGY INC
+$99.7K
16,167
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$96.0K
1,013
+4%
增持
GE
GE AEROSPACE
+$91.2K
1,561
+6%
减持
SCHB
SCHWAB STRATEGIC TR
+$83.2K
48,783
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.8K
5,389
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$74.9K
5,563
-6%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$73.1K
5,614
+18%
减持
IJH
ISHARES TR
+$72.9K
28,369
-1%
减持
KO
COCA COLA CO
-$67.2K
7,157
-7%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$62.8K
4,426
-24%
清仓
PSEC
PROSPECT CAP CORP
-$52.3K
0
-100%
增持
SPYD
SPDR SERIES TRUST
+$49.7K
10,885
+8%
增持
COST
COSTCO WHSL CORP NEW
+$49.3K
1,204
+12%
减持
VDC
VANGUARD WORLD FD
-$44.1K
1,533
-10%
减持
DFAS
DIMENSIONAL ETF TRUST
+$40.0K
9,201
-1%
减持
VUG
VANGUARD INDEX FDS
-$38.7K
1,678
-13%
增持
TXN
TEXAS INSTRS INC
-$37.7K
1,648
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$36.9K
19,454
-4%
增持
UNP
UNION PAC CORP
+$36.1K
1,065
+14%
减持
VPU
VANGUARD WORLD FD
-$34.8K
1,664
-16%
减持
ESML
ISHARES TR
-$33.6K
8,685
-16%
增持
ABT
ABBOTT LABS
+$30.6K
2,716
+11%
减持
LMT
LOCKHEED MARTIN CORP
+$29.1K
1,103
-2%
增持
MCD
MCDONALDS CORP
+$28.1K
913
+7%
减持
MA
MASTERCARD INCORPORATED
-$27.2K
550
-9%
增持
ESGE
ISHARES INC
+$27.1K
6,338
+0%
增持
HON
HONEYWELL INTL INC
-$22.5K
1,077
+1%
减持
ITOT
ISHARES TR
+$22.1K
3,925
-4%
减持
SO
SOUTHERN CO
-$19.9K
5,633
-7%
增持
T
AT&T INC
-$14.5K
23,064
+0%
减持
EFA
ISHARES TR
+$14.4K
4,112
-1%
增持
USHY
ISHARES TR
+$11.5K
10,071
+2%
减持
REGN
REGENERON PHARMACEUTICALS
+$8.0K
454
-4%
增持
PG
PROCTER AND GAMBLE CO
-$5.7K
2,834
+2%
减持
VSGX
VANGUARD WORLD FD
+$4.0K
5,693
-5%
减持
FAN
FIRST TR EXCHANGE-TRADED FD
-$3.3K
10,391
-7%
减持
DMAX
ISHARES TR
-$3.1K
25,956
-3%
减持
XVV
ISHARES TR
+$1.8K
5,538
-7%
减持
CSX
CSX CORP
-$963
6,373
-8%
