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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 132 项
建仓 11
增持 71
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ICSH
ISHARES TR
+$21.7M
439,815
+4356%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.1M
1,396,767
+4%
增持
AVMC
AMERICAN CENTY ETF TR
+$3.8M
394,017
+14%
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
AVSC
AMERICAN CENTY ETF TR
+$3.5M
636,669
+7%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.0M
2,375,621
+8%
减持
VOO
VANGUARD INDEX FDS
+$1.8M
135,626
-0%
增持
XSOE
WISDOMTREE TR
+$1.2M
608,214
+2%
增持
HYG
ISHARES TR
+$1.2M
59,685
+35%
清仓
DGCB
DIMENSIONAL ETF TRUST
-$867.4K
0
-100%
增持
NFLT
ETFIS SER TR I
+$750.6K
657,995
+5%
增持
VNQ
VANGUARD INDEX FDS
+$729.9K
60,216
+20%
减持
DFAC
DIMENSIONAL ETF TRUST
-$645.5K
10,667
-61%
增持
AAPL
APPLE INC
+$628.0K
20,849
+5%
增持
GOOGL
ALPHABET INC
+$588.0K
5,863
+14%
建仓
BLOK
AMPLIFY ETF TR
+$585.8K
10,297
减持
VGT
VANGUARD WORLD FD
-$497.2K
52,210
-2%
减持
DMAX
ISHARES TR
-$453.9K
8,693
-67%
增持
VXUS
VANGUARD STAR FDS
+$390.3K
134,425
+1%
减持
GOOG
ALPHABET INC
+$385.4K
5,563
-0%
增持
NVDA
NVIDIA CORPORATION
+$371.9K
12,897
+18%
建仓
ESGU
ISHARES TR
+$363.4K
2,439
增持
DFIS
DIMENSIONAL ETF TRUST
+$315.8K
45,724
+21%
建仓
IWS
ISHARES TR
+$309.5K
2,194
建仓
GD
GENERAL DYNAMICS CORP
+$309.2K
918
增持
AMZN
AMAZON COM INC
+$303.6K
9,542
+10%
建仓
VBK
VANGUARD INDEX FDS
+$302.1K
1,000
减持
VO
VANGUARD INDEX FDS
-$298.0K
27,067
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$294.3K
3,015
+42%
减持
HD
HOME DEPOT INC
-$288.8K
4,024
-3%
建仓
IWP
ISHARES TR
+$288.4K
2,106
清仓
DFGP
DIMENSIONAL ETF TRUST
-$287.9K
0
-100%
增持
TSLA
TESLA INC
+$282.9K
2,229
+38%
建仓
IWN
ISHARES TR
+$273.1K
1,507
减持
ESGD
ISHARES TR
-$270.8K
14,382
-18%
减持
VTI
VANGUARD INDEX FDS
+$265.9K
52,568
-1%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$254.6K
0
-100%
增持
ARKW
ARK ETF TR
+$246.5K
3,901
+107%
建仓
COF
CAPITAL ONE FINL CORP
+$237.6K
980
清仓
DFIC
DIMENSIONAL ETF TRUST
-$236.1K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$231.4K
4,839
+5%
建仓
GEV
GE VERNOVA INC
+$219.6K
336
建仓
ING
ING GROEP N.V.
+$218.6K
7,807
清仓
IVE
ISHARES TR
-$216.0K
0
-100%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$214.3K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$212.7K
0
-100%
清仓
NFLX
NETFLIX INC
-$206.2K
0
-100%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$201.3K
896
减持
IYW
ISHARES TR
-$201.0K
16,967
-7%
清仓
FAN
FIRST TR EXCHANGE-TRADED FD
-$199.6K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$184.4K
346,673
-3%
减持
ORCL
ORACLE CORP
-$181.7K
2,095
-0%
增持
LLY
ELI LILLY & CO
+$173.6K
437
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$143.8K
5,676
+5%
减持
SCHH
SCHWAB STRATEGIC TR
-$136.7K
22,551
-20%
增持
AVGO
BROADCOM INC
+$133.6K
1,521
+28%
减持
SCHF
SCHWAB STRATEGIC TR
-$127.8K
451,785
-4%
减持
SCHA
SCHWAB STRATEGIC TR
+$126.6K
251,902
-0%
增持
WMT
WALMART INC
+$122.9K
7,533
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$118.6K
4,420
+7%
减持
CAT
CATERPILLAR INC
+$112.2K
1,526
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$106.1K
1,031
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$102.9K
464
+2%
增持
JNJ
JOHNSON & JOHNSON
+$99.1K
3,370
+4%
减持
PICK
ISHARES INC
+$94.1K
16,997
-3%
减持
IT
GARTNER INC
-$91.8K
1,344
-18%
增持
MS
MORGAN STANLEY
+$91.0K
2,728
+10%
减持
SO
SOUTHERN CO
-$88.7K
5,105
-9%
增持
META
META PLATFORMS INC
+$87.2K
766
+34%
增持
DLS
WISDOMTREE TR
+$86.3K
57,195
+0%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$83.8K
13,367
-22%
增持
SPEM
SPDR INDEX SHS FDS
+$83.6K
59,940
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$83.3K
605
+4%
增持
VUG
VANGUARD INDEX FDS
+$81.7K
1,817
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$81.0K
6,635
+2%
增持
NEE
NEXTERA ENERGY INC
+$79.0K
16,186
+0%
增持
T
AT&T INC
+$71.7K
29,109
+26%
减持
AXP
AMERICAN EXPRESS CO
+$70.2K
2,061
-1%
增持
COST
COSTCO WHSL CORP NEW
-$68.4K
1,213
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$60.7K
3,099
+20%
增持
MSFT
MICROSOFT CORP
-$59.6K
9,266
+6%
增持
GLD
SPDR GOLD TR
+$59.1K
1,012
+5%
减持
PG
PROCTER AND GAMBLE CO
-$56.7K
2,643
-7%
增持
—
EXXON MOBIL CORP
+$55.8K
2,892
+12%
增持
—
ASML HOLDING N V
+$55.4K
345
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$53.7K
392
+7%
增持
V
VISA INC
+$52.2K
2,130
+5%
增持
RY
ROYAL BK CDA
+$50.5K
1,555
+7%
增持
MCD
MCDONALDS CORP
+$48.1K
1,066
+17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$44.4K
8,404
-9%
减持
VB
VANGUARD INDEX FDS
+$42.9K
12,109
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$42.9K
7,045
+27%
增持
RTX
RTX CORPORATION
+$40.1K
1,759
+4%
减持
UNP
UNION PAC CORP
-$34.1K
941
-12%
减持
IVV
ISHARES TR
+$33.3K
5,423
-1%
增持
SPGI
S&P GLOBAL INC
+$32.4K
632
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$32.1K
1,072
-3%
增持
GE
GE AEROSPACE
+$31.0K
1,625
+4%
增持
MSI
MOTOROLA SOLUTIONS INC
-$29.0K
577
+5%
增持
GLW
CORNING INC
+$27.9K
4,014
+2%
增持
MA
MASTERCARD INCORPORATED
+$26.8K
595
+8%
增持
BX
BLACKSTONE INC
-$26.1K
2,443
+4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$25.0K
5,089
+1%
减持
ABT
ABBOTT LABS
-$24.6K
2,707
-0%
减持
VDC
VANGUARD WORLD FD
-$23.9K
1,437
-6%
增持
XEL
XCEL ENERGY INC
-$23.5K
3,549
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$23.5K
4,090
+2%
减持
DEM
WISDOMTREE TR
-$23.5K
4,662
-11%
减持
SCHB
SCHWAB STRATEGIC TR
+$18.7K
48,530
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$18.4K
11,019
+98%
减持
USHY
ISHARES TR
-$17.4K
9,709
-4%
减持
IJR
ISHARES TR
+$16.3K
59,314
-1%
减持
KO
COCA COLA CO
+$15.4K
7,009
-2%
增持
LOW
LOWES COS INC
-$14.9K
2,694
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$14.0K
19,395
-0%
减持
VPU
VANGUARD WORLD FD
-$13.6K
1,630
-2%
增持
SYK
STRYKER CORPORATION
-$12.6K
713
+0%
增持
SPYD
SPDR SERIES TRUST
+$10.7K
11,322
+4%
增持
BLK
BLACKROCK INC
+$10.0K
200
+14%
增持
CHD
CHURCH & DWIGHT CO INC
-$9.7K
3,552
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$9.2K
729
+8%
增持
ESML
ISHARES TR
+$9.0K
8,711
+0%
增持
MMM
3M CO
+$8.9K
1,711
+0%
增持
CSX
CSX CORP
+$8.7K
6,484
+2%
增持
NSC
NORFOLK SOUTHN CORP
-$7.0K
1,033
+2%
减持
IJH
ISHARES TR
+$6.4K
28,148
-1%
增持
HON
HONEYWELL INTL INC
-$6.3K
1,130
+5%
增持
TXN
TEXAS INSTRS INC
-$5.4K
1,714
+4%
减持
IWD
ISHARES TR
-$4.4K
1,124
-5%
减持
ESGE
ISHARES INC
+$4.1K
6,324
-0%
减持
EFA
ISHARES TR
+$4.1K
4,041
-2%
增持
HSY
HERSHEY CO
+$1.9K
1,146
+4%
减持
DE
DEERE & CO
-$1.4K
1,036
-2%