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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 130 项
建仓 13
增持 88
减持 24
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SPTS
SPDR SER TR
+$5.7M
197,942
减持
PULS
PGIM ETF TR
-$2.2M
10,134
-81%
减持
SLQD
ISHARES TR
-$1.9M
74,428
-33%
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。
减持
SPSB
SPDR SER TR
-$1.8M
166,992
-25%
增持
DFUV
DIMENSIONAL ETF TRUST
-$1.7M
901,954
+0%
减持
IWB
ISHARES TR
-$1.4M
113,891
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
233,941
+11%
增持
QQQ
INVESCO QQQ TR
-$1.3M
129,313
+1%
增持
IWS
ISHARES TR
-$999.0K
274,996
+2%
清仓
PFE
PFIZER INC
-$907.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$848.0K
58,543
+1%
减持
AGG
ISHARES TR
-$820.0K
23,685
-22%
增持
ESGE
ISHARES INC
+$819.0K
36,828
+494%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$809.0K
14,000
增持
IVV
ISHARES TR
-$778.0K
66,012
+2%
减持
AAPL
APPLE INC
-$751.0K
64,952
-9%
减持
SPIB
SPDR SER TR
-$730.0K
21,441
-50%
增持
VXUS
VANGUARD STAR FDS
-$588.0K
105,244
+1%
建仓
BIV
VANGUARD BD INDEX FDS
+$531.0K
7,225
增持
DFIV
DIMENSIONAL ETF TRUST
-$516.0K
377,369
+6%
增持
IEFA
ISHARES TR
-$506.0K
142,617
+5%
清仓
IDEV
ISHARES TR
-$487.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$453.0K
79,376
-5%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$430.0K
17,115
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$410.0K
55,523
-29%
增持
IGIB
ISHARES TR
+$396.0K
20,037
+79%
减持
ESRT
EMPIRE ST RLTY TR INC
-$367.0K
107,003
-30%
建仓
GOVT
ISHARES TR
+$340.0K
14,946
增持
PG
PROCTER AND GAMBLE CO
-$337.0K
23,009
+2%
减持
VTV
VANGUARD INDEX FDS
-$334.0K
37,320
-0%
增持
SHY
ISHARES TR
+$308.0K
24,416
+21%
增持
IXUS
ISHARES TR
-$308.0K
51,321
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$290.0K
28,990
+109%
增持
DFAE
DIMENSIONAL ETF TRUST
+$245.0K
37,279
+71%
减持
VUG
VANGUARD INDEX FDS
-$241.0K
25,534
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$236.0K
34,473
+21%
建仓
EEMV
ISHARES INC
+$233.0K
4,589
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$225.0K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$222.0K
5,292
建仓
VOT
VANGUARD INDEX FDS
+$219.0K
1,285
建仓
XTN
SPDR SER TR
+$209.0K
3,279
清仓
VZ
VERIZON COMMUNICATIONS INC
-$206.0K
0
-100%
减持
DLS
WISDOMTREE TR
-$205.0K
19,462
-6%
建仓
MUB
ISHARES TR
+$205.0K
2,000
增持
SUB
ISHARES TR
+$199.0K
25,713
+10%
清仓
EVN
EATON VANCE MUNI INCOME TRUS
-$199.0K
0
-100%
增持
TSLA
TESLA INC
+$193.0K
1,997
+299%
增持
IVW
ISHARES TR
+$188.0K
36,599
+15%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$186.0K
14,129
增持
IJR
ISHARES TR
-$184.0K
43,621
+1%
增持
LRGF
ISHARES TR
-$170.0K
108,722
+0%
增持
MRK
MERCK CO INC
-$167.0K
149,239
+5%
减持
SYY
SYSCO CORP
-$165.0K
3,667
-27%
增持
SMLF
ISHARES TR
+$157.0K
17,566
+31%
增持
OGN
ORGANON CO
-$151.0K
18,407
+7%
增持
IWD
ISHARES TR
+$149.0K
3,271
+60%
增持
SPY
SPDR SP 500 ETF TR
+$148.0K
1,303
+55%
增持
DFIS
DIMENSIONAL ETF TRUST
+$136.0K
32,782
+45%
增持
SCHM
SCHWAB STRATEGIC TR
-$122.0K
60,985
+0%
减持
SDY
SPDR SER TR
-$120.0K
10,171
-4%
增持
ISTB
ISHARES TR
+$117.0K
42,027
+9%
增持
IWM
ISHARES TR
+$111.0K
2,163
+49%
减持
IWF
ISHARES TR
-$110.0K
7,442
-3%
减持
IGSB
ISHARES TR
-$104.0K
10,522
-15%
增持
SUSB
ISHARES TR
+$97.0K
160,795
+5%
增持
NUSC
NUSHARES ETF TR
+$93.0K
32,377
+12%
增持
LMT
LOCKHEED MARTIN CORP
-$91.0K
2,294
+1%
增持
IAU
ISHARES GOLD TR
+$86.0K
17,481
+29%
增持
VOE
VANGUARD INDEX FDS
-$84.0K
16,058
+2%
增持
AMZN
AMAZON COM INC
+$81.0K
4,076
+14%
减持
EUSA
ISHARES INC
-$80.0K
4,457
-17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$74.0K
9,571
-6%
增持
ITOT
ISHARES TR
-$69.0K
17,964
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$66.0K
12,317
+1%
减持
ORI
OLD REP INTL CORP
-$65.0K
36,218
-2%
增持
ACWI
ISHARES TR
-$64.0K
14,600
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$62.0K
3,089
+2%
增持
GOOGL
ALPHABET INC
-$54.0K
5,997
+1982%
增持
META
META PLATFORMS INC
-$52.0K
2,811
+5%
增持
VTI
VANGUARD INDEX FDS
-$51.0K
5,831
+0%
增持
VO
VANGUARD INDEX FDS
-$49.0K
40,261
+4%
增持
ET
ENERGY TRANSFER L P
+$47.0K
35,414
+3%
增持
JNJ
JOHNSON JOHNSON
-$43.0K
10,601
+6%
增持
HSY
HERSHEY CO
+$41.0K
3,752
+3%
增持
FNDX
SCHWAB STRATEGIC TR
-$41.0K
14,488
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$41.0K
4,340
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.0K
3,036
+8%
增持
SCZ
ISHARES TR
-$40.0K
28,925
+9%
增持
VEA
VANGUARD TAXMANAGED FDS
-$39.0K
77,849
+11%
增持
KO
COCA COLA CO
-$39.0K
6,074
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$38.0K
5,651
+0%
增持
ESML
ISHARES TR
+$35.0K
32,394
+6%
增持
DISV
DIMENSIONAL ETF TRUST
+$34.0K
19,966
+25%
建仓
—
EFFECTOR THERAPEUTICS INC
+$32.0K
55,556
建仓
—
KATAPULT HOLDINGS INC
+$31.0K
32,166
增持
ESGD
ISHARES TR
-$30.0K
6,569
+3%
增持
CVS
CVS HEALTH CORP
+$30.0K
3,319
+7%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
-$30.0K
2,494
+0%
增持
VBR
VANGUARD INDEX FDS
-$30.0K
7,258
+2%
增持
VV
VANGUARD INDEX FDS
-$30.0K
3,719
+0%
增持
IVE
ISHARES TR
-$29.0K
21,402
+6%
增持
—
TRANE TECHNOLOGIES PLC
+$28.0K
1,827
+0%
增持
IJH
ISHARES TR
+$27.0K
22,841
+4%
增持
MAR
MARRIOTT INTL INC NEW
+$26.0K
6,092
+0%
增持
LVS
LAS VEGAS SANDS CORP
+$25.0K
6,514
+0%
增持
VB
VANGUARD INDEX FDS
-$22.0K
4,589
+0%
增持
FSK
FS KKR CAP CORP
-$21.0K
10,670
+3%
增持
SPYM
SPDR SER TR
-$21.0K
40,408
+4%
增持
INTF
ISHARES TR
-$20.0K
48,334
+10%
增持
XLK
SELECT SECTOR SPDR TR
-$20.0K
2,803
+1%
增持
MSFT
MICROSOFT CORP
+$19.0K
3,092
+13%
减持
GS
GOLDMAN SACHS GROUP INC
-$19.0K
3,259
-1%
增持
NUDM
NUSHARES ETF TR
-$19.0K
9,956
+4%
减持
BMY
BRISTOLMYERS SQUIBB CO
-$19.0K
2,900
-1%
减持
BAC
BK OF AMERICA CORP
-$16.0K
14,989
-0%
增持
SUSA
ISHARES TR
-$15.0K
7,415
+3%
增持
IJJ
ISHARES TR
-$14.0K
3,376
+0%
增持
NULV
NUSHARES ETF TR
-$12.0K
9,648
+4%
增持
DIS
DISNEY WALT CO
+$10.0K
2,921
+4%
增持
IEMG
ISHARES INC
-$9.0K
57,809
+14%
增持
BND
VANGUARD BD INDEX FDS
-$8.0K
4,211
+3%
增持
EMGF
ISHARES INC
-$8.0K
16,535
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.0K
6,819
+6%
增持
EAGG
ISHARES TR
-$7.0K
13,917
+4%
增持
USMV
ISHARES TR
-$4.0K
31,320
+6%
增持
—
TEMPLETON GLOBAL INCOME FD
-$4.0K
16,317
+2%
增持
EFAV
ISHARES TR
+$2.0K
6,619
+12%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0K
10,290
+12%
增持
IBB
ISHARES TR
-$1.0K
3,022
+0%
增持
NULG
NUSHARES ETF TR
+$0
6,196
+5%