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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 133 项
建仓 12
增持 75
减持 37
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAR
DIMENSIONAL ETF TRUST
+$5.4M
2,529,398
+6%
增持
AVSC
AMERICAN CENTY ETF TR
+$5.2M
684,213
+7%
增持
NFLT
ETFIS SER TR I
+$2.8M
788,741
+20%
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
VOO
VANGUARD INDEX FDS
-$2.7M
137,866
+2%
增持
AVMC
AMERICAN CENTY ETF TR
+$2.5M
419,573
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
1,398,364
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.8M
510,702
+13%
减持
ICSH
ISHARES TR
-$1.6M
407,444
-7%
增持
USHY
ISHARES TR
+$1.3M
45,369
+367%
增持
VGT
VANGUARD WORLD FD
-$1.3M
54,576
+5%
增持
XSOE
WISDOMTREE TR
+$1.1M
619,075
+2%
增持
MSFT
MICROSOFT CORP
-$1.0M
9,303
+0%
建仓
BIL
SPDR SERIES TRUST
+$777.9K
8,489
增持
VTI
VANGUARD INDEX FDS
+$617.1K
56,861
+8%
清仓
BLOK
AMPLIFY ETF TR
-$585.8K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$569.5K
48,420
+115%
增持
IYW
ISHARES TR
+$542.9K
21,667
+28%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$512.1K
2,381
增持
VYMI
VANGUARD WHITEHALL FDS
+$488.9K
8,147
+163%
减持
VNQ
VANGUARD INDEX FDS
-$487.2K
54,581
-9%
减持
HYG
ISHARES TR
-$472.0K
54,555
-9%
增持
V
VISA INC
+$471.5K
4,031
+89%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$443.4K
5,756
+19%
增持
MA
MASTERCARD INCORPORATED
+$405.1K
1,490
+150%
增持
LLY
ELI LILLY & CO
+$391.3K
936
+114%
清仓
BX
BLACKSTONE INC
-$376.6K
0
-100%
建仓
KLAC
KLA CORP
+$362.8K
246
建仓
AMAT
APPLIED MATLS INC
+$345.6K
1,011
建仓
IAU
ISHARES GOLD TR
+$343.7K
3,899
清仓
IT
GARTNER INC
-$339.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$328.8K
4,198
+25%
增持
IJR
ISHARES TR
+$323.0K
59,942
+1%
清仓
RTX
RTX CORPORATION
-$322.6K
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$303.6K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
+$279.8K
345,745
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$273.8K
2,555
-15%
建仓
CVX
CHEVRON CORPORATION
+$268.8K
1,299
减持
IVV
ISHARES TR
-$242.6K
5,315
-2%
建仓
NFLX
NETFLIX INC.
+$238.4K
2,479
清仓
COF
CAPITAL ONE FINL CORP
-$237.6K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$233.9K
16,508
+2%
清仓
DMAX
ISHARES TR
-$231.8K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$231.6K
26,547
-2%
建仓
MRK
MERCK & CO INC
+$221.7K
1,843
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$220.8K
365
减持
GOOG
ALPHABET INC
-$220.4K
5,317
-4%
建仓
BP
BP PLC
+$220.1K
4,683
清仓
VYM
VANGUARD WHITEHALL FDS
-$214.6K
0
-100%
清仓
BLK
BLACKROCK INC
-$214.1K
0
-100%
建仓
IDV
ISHARES TR
+$210.3K
4,942
建仓
—
EATON CORP PLC
+$202.1K
565
增持
COST
COSTCO WHOLESALE CORPORATION
+$196.5K
1,247
+3%
减持
GLW
CORNING INC
+$156.5K
3,736
-7%
增持
WMT
WALMART INC
+$150.3K
7,962
+6%
减持
AXP
AMERICAN EXPRESS CO
-$148.1K
2,031
-1%
增持
TSLA
TESLA INC
-$146.7K
2,302
+3%
减持
PICK
ISHARES INC
-$132.9K
13,072
-23%
减持
JPM
JPMORGAN CHASE & CO
-$126.7K
4,411
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$125.4K
5,692
+0%
增持
ESML
ISHARES TR
+$121.2K
11,095
+27%
减持
LMT
LOCKHEED MARTIN CORP
+$115.5K
1,049
-2%
增持
—
ASML HLDG NV
+$111.7K
364
+6%
增持
DE
DEERE & CO
+$111.4K
1,054
+2%
增持
FTEC
FIDELITY COVINGTON TRUST
+$108.1K
1,487
+66%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$94.6K
1,023
-1%
减持
CAT
CATERPILLAR INC
+$92.1K
1,364
-11%
增持
GEV
GE VERNOVA INC
+$88.5K
353
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$86.5K
243,731
-3%
减持
ABT
ABBOTT LABORATORIES
-$86.0K
2,466
-9%
增持
SPYD
SPDR SERIES TRUST
+$80.3K
12,522
+11%
增持
VUG
VANGUARD INDEX FDS
-$76.2K
1,855
+2%
减持
—
EXXON MOBIL CORP
+$75.2K
2,495
-14%
减持
GE
GE AEROSPACE
-$69.2K
1,520
-6%
增持
KO
COCA COLA CO
+$69.2K
7,353
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$69.1K
12,457
+13%
增持
ISRG
INTUITIVE SURGICAL INC
-$63.3K
606
+0%
增持
ORCL
ORACLE CORP
-$61.7K
2,356
+12%
增持
ESGE
ISHARES INC
+$60.9K
7,483
+18%
增持
FCX
FREEPORT MCMORAN INC
+$59.3K
6,742
+2%
减持
GLD
SPDR GOLD TR
-$57.0K
800
-21%
增持
SO
SOUTHERN CO
+$57.0K
5,203
+2%
增持
HON
HONEYWELL INTL INC
+$52.1K
1,206
+7%
增持
GOOGL
ALPHABET INC
-$51.7K
6,202
+6%
增持
SCHB
SCHWAB STRATEGIC TR
-$51.0K
48,683
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$48.9K
46,185
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$48.5K
751
+3%
增持
MSI
MOTOROLA SOLUTIONS INC
+$46.1K
616
+7%
增持
SPGI
S&P GLOBAL INC
-$44.4K
672
+6%
增持
TXN
TEXAS INSTRS INC
+$43.5K
1,756
+2%
增持
HD
HOME DEPOT INC
-$42.1K
4,082
+1%
减持
T
AT&T INC
-$41.6K
23,506
-19%
减持
XVV
ISHARES TR
-$41.6K
5,085
-8%
增持
META
META PLATFORMS INC
-$41.1K
812
+6%
减持
IJH
ISHARES TR
-$38.0K
26,948
-4%
减持
SYK
STRYKER CORPORATION
-$36.0K
653
-8%
增持
CSX
CSX CORP
+$34.0K
6,553
+1%
增持
IWD
ISHARES TR
+$32.4K
1,258
+12%
减持
VXUS
VANGUARD STAR FDS
+$31.9K
131,927
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$31.5K
827
+1%
减持
IJJ
ISHARES TR
-$31.4K
5,830
-5%
减持
REGN
REGENERON PHARMACEUTICALS
-$31.3K
423
-9%
增持
UNP
UNION PAC CORP
+$29.6K
1,019
+8%
增持
AAPL
APPLE INC
-$28.5K
22,221
+7%
减持
DLS
WISDOMTREE TR
-$27.5K
56,513
-1%
增持
IWF
ISHARES TR
-$26.8K
1,430
+6%
增持
MCD
MCDONALDS CORP
+$26.3K
1,133
+6%
增持
VPU
VANGUARD WORLD FD
+$25.5K
1,651
+1%
增持
MS
MORGAN STANLEY
-$25.1K
2,790
+2%
减持
HSY
HERSHEY CO
+$24.9K
1,123
-2%
增持
NVDA
NVIDIA CORPORATION
+$24.7K
13,933
+8%
增持
AVGO
BROADCOM INC
+$24.5K
1,780
+17%
增持
XEL
XCEL ENERGY INC
+$21.1K
3,565
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$20.2K
18,663
-4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$16.7K
4,135
+1%
减持
EMXC
ISHARES INC
+$15.7K
3,067
-1%
减持
RY
ROYAL BK CDA
-$15.3K
1,544
-1%
增持
ESGU
ISHARES TR
+$15.1K
2,676
+10%
减持
GS
GOLDMAN SACHS GROUP INC
-$13.7K
391
-0%
增持
ING
ING GROEP N.V.
-$12.5K
7,910
+1%
增持
LOW
LOWES COS INC
-$12.0K
2,699
+0%
减持
VB
VANGUARD INDEX FDS
-$10.9K
11,884
-2%
增持
GD
GENERAL DYNAMICS CORP
+$9.5K
929
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$7.7K
5,870
-17%
增持
SPEM
SPDR INDEX SHS FDS
+$7.5K
59,973
+0%
增持
PG
PROCTER & GAMBLE CO
+$6.0K
2,664
+1%
增持
EFA
ISHARES TR
+$4.9K
4,046
+0%
增持
AMZN
AMAZON COM INC
-$4.2K
10,555
+11%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$2.6K
12,845
-4%
增持
CLOA
BLACKROCK ETF TRUST II
+$2.2K
24,178
+0%
增持
ITOT
ISHARES TR
+$1.8K
4,110
+5%
减持
ESGD
ISHARES TR
-$600
14,296
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$519
1,041
+1%
增持
IWP
ISHARES TR
-$382
2,248
+7%