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Wescott Financial Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wescott Financial Advisory Group, LLC
报告期 2026-03-31 · CIK 0001864880
持仓数
193
前50大市值合计
$1.02B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 113 项
建仓 58
增持 42
减持 11
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$29.3M
66,489
+3635%
建仓
VOO
VANGUARD INDEX FDS
+$24.9M
59,901
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$12.1M
155,000
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
MRK
MERCK & CO INC
+$9.2M
135,658
+448%
建仓
VO
VANGUARD INDEX FDS
+$9.1M
38,337
建仓
VUG
VANGUARD INDEX FDS
+$9.1M
31,527
建仓
PULS
PGIM ETF TR
+$8.7M
177,110
建仓
SPSB
SPDR SER TR
+$8.3M
274,023
建仓
SLQD
ISHARES TR
+$6.6M
133,807
建仓
VTV
VANGUARD INDEX FDS
+$6.4M
43,091
增持
VXUS
VANGUARD STAR FDS
+$6.1M
106,844
+2385%
减持
QQQ
INVESCO QQQ TR
-$5.4M
122,491
-2%
增持
IEFA
ISHARES TR
+$5.2M
121,583
+176%
增持
IJH
ISHARES TR
+$5.1M
23,439
+460%
建仓
SCHM
SCHWAB STRATEGIC TR
+$4.6M
60,576
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.9M
81,301
增持
IJR
ISHARES TR
+$3.7M
44,001
+380%
增持
AAPL
APPLE INC
+$3.4M
71,767
+39%
建仓
IXUS
ISHARES TR
+$3.3M
49,810
建仓
VOE
VANGUARD INDEX FDS
+$2.5M
16,585
增持
IEMG
ISHARES INC
+$2.0M
49,305
+328%
建仓
SPIB
SPDR SER TR
+$1.9M
55,171
减持
IWB
ISHARES TR
-$1.9M
115,196
-1%
建仓
SPYM
SPDR SER TR
+$1.8M
34,196
建仓
VBR
VANGUARD INDEX FDS
+$1.8M
10,148
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$1.7M
91,449
建仓
SDY
SPDR SER TR
+$1.6M
12,787
建仓
ITOT
ISHARES TR
+$1.6M
16,090
建仓
DLS
WISDOMTREE TR
+$1.5M
22,199
增持
IWF
ISHARES TR
+$1.5M
7,101
+323%
增持
ISTB
ISHARES TR
+$1.4M
54,703
+123%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.4M
7,123
建仓
VB
VANGUARD INDEX FDS
+$1.2M
5,545
增持
IVE
ISHARES TR
+$1.1M
19,266
+60%
建仓
MAR
MARRIOTT INTL INC NEW
+$1.1M
6,086
建仓
MGC
VANGUARD WORLD FD
+$1.0M
6,397
建仓
SUB
ISHARES TR
+$905.0K
8,648
增持
VTI
VANGUARD INDEX FDS
+$857.0K
5,677
+215%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$848.0K
4,960
建仓
FNDX
SCHWAB STRATEGIC TR
+$838.0K
14,326
建仓
VV
VANGUARD INDEX FDS
+$769.0K
3,688
建仓
VYM
VANGUARD WHITEHALL FDS
+$767.0K
6,831
建仓
PFE
PFIZER INC
+$742.0K
14,330
建仓
IGIB
ISHARES TR
+$703.0K
12,804
增持
IWS
ISHARES TR
-$701.0K
268,502
+0%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$697.0K
12,107
减持
SHY
ISHARES TR
-$672.0K
18,057
-29%
建仓
HYS
PIMCO ETF TR
+$657.0K
6,828
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$649.0K
2,677
+170%
增持
DFAS
DIMENSIONAL ETF TRUST
+$641.0K
16,259
+262%
建仓
IGSB
ISHARES TR
+$634.0K
12,267
建仓
MGK
VANGUARD WORLD FD
+$579.0K
2,460
建仓
TSLA
TESLA INC
+$539.0K
500
增持
USMV
ISHARES TR
+$535.0K
32,891
+32%
增持
SCZ
ISHARES TR
+$520.0K
26,035
+57%
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$505.0K
2,737
建仓
OGN
ORGANON & CO
+$503.0K
14,403
建仓
—
UNILEVER PLC
+$490.0K
10,759
建仓
SCHG
SCHWAB STRATEGIC TR
+$482.0K
6,439
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$465.0K
10,090
建仓
EUSA
ISHARES INC
+$452.0K
5,333
建仓
XLK
SELECT SECTOR SPDR TR
+$440.0K
2,767
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$396.0K
4,598
建仓
SPY
SPDR S&P 500 ETF TR
+$380.0K
841
建仓
IJJ
ISHARES TR
+$369.0K
3,368
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$348.0K
7,119
减持
GS
GOLDMAN SACHS GROUP INC
-$339.0K
3,272
-12%
减持
LRGF
ISHARES TR
-$337.0K
106,274
-2%
建仓
SCHF
SCHWAB STRATEGIC TR
+$334.0K
9,088
建仓
DFAI
DIMENSIONAL ETF TRUST
+$324.0K
11,500
增持
META
META PLATFORMS INC
-$302.0K
2,708
+1%
增持
MSFT
MICROSOFT CORP
+$269.0K
2,742
+60%
建仓
SCHV
SCHWAB STRATEGIC TR
+$262.0K
3,667
建仓
VBK
VANGUARD INDEX FDS
+$256.0K
1,032
建仓
VOT
VANGUARD INDEX FDS
+$252.0K
1,133
建仓
GLD
SPDR GOLD TR
+$251.0K
1,388
清仓
PEN
PENUMBRA INC
-$244.0K
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$235.0K
4,687
建仓
FSK
FS KKR CAP CORP
+$232.0K
10,157
建仓
NKE
NIKE INC
+$231.0K
1,717
增持
PG
PROCTER AND GAMBLE CO
-$230.0K
22,385
+0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$226.0K
353,016
-0%
减持
JNJ
JOHNSON & JOHNSON
-$222.0K
9,841
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$213.0K
2,825
-58%
建仓
JPIB
J P MORGAN EXCHANGE-TRADED F
+$211.0K
4,310
建仓
IGRO
ISHARES TR
+$202.0K
3,091
清仓
BNY
BANK NEW YORK MELLON CORP
-$202.0K
0
-100%
增持
ACWI
ISHARES TR
+$140.0K
12,882
+19%
增持
IWM
ISHARES TR
+$138.0K
1,652
+83%
增持
NUSC
NUSHARES ETF TR
+$137.0K
24,904
+22%
增持
AGG
ISHARES TR
+$113.0K
23,115
+12%
增持
INTF
ISHARES TR
+$96.0K
38,848
+14%
增持
IVW
ISHARES TR
+$83.0K
29,662
+14%
减持
MRBK
MERIDIAN CORPORATION
-$81.0K
11,009
-7%
增持
ESML
ISHARES TR
+$79.0K
27,624
+15%
建仓
—
TEMPLETON GLOBAL INCOME FD
+$78.0K
15,603
减持
SUSA
ISHARES TR
-$75.0K
5,732
-3%
增持
IBB
ISHARES TR
-$59.0K
3,009
+2%
减持
DIS
DISNEY WALT CO
-$55.0K
2,871
-1%
增持
SUSB
ISHARES TR
+$52.0K
123,254
+6%
增持
EMGF
ISHARES INC
+$47.0K
8,713
+19%
增持
AMZN
AMAZON COM INC
+$47.0K
180
+11%
增持
EFAV
ISHARES TR
+$46.0K
5,960
+19%
增持
BAC
BK OF AMERICA CORP
-$39.0K
15,207
+2%
增持
GOOGL
ALPHABET INC
+$29.0K
304
+8%
增持
NULV
NUSHARES ETF TR
+$25.0K
7,490
+12%
增持
KO
COCA COLA CO
+$20.0K
6,037
+1%
增持
NULG
NUSHARES ETF TR
+$13.0K
4,689
+18%
增持
NUDM
NUSHARES ETF TR
+$11.0K
8,375
+13%
增持
COST
COSTCO WHSL CORP NEW
+$9.0K
428
+2%
增持
EAGG
ISHARES TR
+$9.0K
10,701
+9%
增持
ESGD
ISHARES TR
-$2.0K
5,633
+7%
增持
SMLF
ISHARES TR
+$1.0K
13,122
+5%