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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 146 项
建仓 21
增持 75
减持 47
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$35.2M
386,818
+1533%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$9.0M
188,966
增持
IEFA
ISHARES TR
+$4.7M
197,627
+39%
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
DFUV
DIMENSIONAL ETF TRUST
+$4.3M
925,049
+3%
增持
SPTS
SPDR SER TR
+$4.1M
339,408
+71%
增持
SUB
ISHARES TR
+$3.9M
62,493
+143%
减持
MRK
MERCK & CO INC
+$3.6M
148,634
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$3.2M
178,072
+443%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.6M
404,313
+7%
增持
BIV
VANGUARD BD INDEX FDS
+$2.5M
41,054
+468%
减持
IWS
ISHARES TR
+$2.4M
273,302
-1%
增持
IWF
ISHARES TR
+$2.2M
17,572
+136%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
130,159
+249%
增持
ISTB
ISHARES TR
+$1.6M
75,419
+79%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
58,961
+1%
减持
IVV
ISHARES TR
+$1.4M
65,392
-1%
增持
IGSB
ISHARES TR
+$1.4M
37,975
+261%
增持
MUB
ISHARES TR
+$1.4M
14,950
+648%
减持
IWB
ISHARES TR
+$1.4M
113,184
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
73,118
+152%
减持
BSV
VANGUARD BD INDEX FDS
-$1.2M
63,244
-20%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.0M
32,120
+129%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.0M
244,926
+5%
减持
SPSB
SPDR SER TR
-$1.0M
131,298
-21%
建仓
NEAR
ISHARES U S ETF TR
+$989.4K
20,081
增持
VXUS
VANGUARD STAR FDS
+$851.3K
109,597
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$787.0K
46,746
+36%
增持
IJH
ISHARES TR
+$714.1K
23,656
+4%
减持
SLQD
ISHARES TR
-$663.0K
59,862
-20%
增持
PG
PROCTER AND GAMBLE CO
+$644.7K
23,421
+2%
减持
VTV
VANGUARD INDEX FDS
+$628.0K
37,301
-0%
增持
IXUS
ISHARES TR
+$610.4K
55,691
+9%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$581.8K
19,289
-65%
建仓
—
EXXON MOBIL CORP
+$568.5K
5,154
建仓
IUSG
ISHARES TR
+$530.2K
6,504
增持
AAPL
APPLE INC
-$510.3K
65,156
+0%
减持
VO
VANGUARD INDEX FDS
+$505.7K
39,614
-2%
清仓
PFF
ISHARES TR
-$475.0K
0
-100%
增持
IVE
ISHARES TR
+$466.9K
22,181
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$409.5K
62,499
+2%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$406.6K
18,438
增持
USMV
ISHARES TR
+$396.4K
34,207
+9%
建仓
USIG
ISHARES TR
+$391.7K
7,976
增持
SPYM
SPDR SER TR
+$387.6K
46,346
+15%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$366.0K
16,942
建仓
DFLV
DIMENSIONAL ETF TRUST
+$328.8K
13,406
增持
LRGF
ISHARES TR
+$323.5K
109,242
+0%
建仓
NOC
NORTHROP GRUMMAN CORP
+$309.4K
567
清仓
EUSA
ISHARES INC
-$298.0K
0
-100%
建仓
PFE
PFIZER INC
+$290.4K
5,667
减持
TSLA
TESLA INC
-$284.4K
1,994
-0%
增持
VTI
VANGUARD INDEX FDS
+$279.1K
6,931
+19%
增持
INTF
ISHARES TR
+$273.5K
52,256
+8%
增持
SUSA
ISHARES TR
+$266.5K
10,076
+36%
增持
ESGD
ISHARES TR
+$254.9K
9,491
+44%
建仓
CVX
CHEVRON CORP NEW
+$252.1K
1,404
建仓
JPM
JPMORGAN CHASE & CO
+$248.1K
1,850
增持
CVS
CVS HEALTH CORP
+$247.5K
6,057
+82%
建仓
IDEV
ISHARES TR
+$232.4K
4,152
增持
VOE
VANGUARD INDEX FDS
+$224.8K
16,118
+0%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$220.3K
2,183
增持
IVW
ISHARES TR
+$215.5K
39,872
+9%
减持
IJR
ISHARES TR
+$213.0K
42,434
-3%
建仓
VLU
SPDR SER TR
+$212.1K
1,517
建仓
VZ
VERIZON COMMUNICATIONS INC
+$209.1K
5,306
建仓
NKE
NIKE INC
+$204.3K
1,746
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$203.2K
4,418
建仓
CI
CIGNA CORP NEW
+$203.1K
613
建仓
DFSD
DIMENSIONAL ETF TRUST
+$201.2K
4,366
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$200.0K
3,273
+8%
增持
NUDM
NUSHARES ETF TR
+$192.7K
16,072
+61%
减持
QQQ
INVESCO QQQ TR
-$188.2K
129,081
-0%
增持
MSFT
MICROSOFT CORP
+$186.6K
3,780
+22%
增持
DFAU
DIMENSIONAL ETF TRUST
+$182.8K
22,679
+33%
减持
AMZN
AMAZON COM INC
-$181.6K
3,326
-18%
减持
SCZ
ISHARES TR
+$178.0K
28,134
-3%
减持
PULS
PGIM ETF TR
-$173.8K
6,582
-35%
增持
GS
GOLDMAN SACHS GROUP INC
+$171.3K
3,280
+1%
增持
EFAV
ISHARES TR
+$165.4K
8,530
+29%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$159.9K
2,257
-27%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$152.8K
1,275
-49%
减持
SPIB
SPDR SER TR
-$149.1K
16,427
-23%
增持
SDY
SPDR SER TR
+$146.6K
10,236
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$144.9K
2,119
-8%
减持
IEMG
ISHARES INC
+$143.9K
56,294
-3%
增持
SMLF
ISHARES TR
+$141.9K
18,684
+6%
增持
ACWI
ISHARES TR
+$139.0K
15,021
+3%
减持
EMGF
ISHARES INC
-$121.8K
12,505
-24%
增持
—
TRANE TECHNOLOGIES PLC
+$117.7K
2,277
+25%
增持
VBR
VANGUARD INDEX FDS
+$116.2K
7,287
+0%
增持
NULG
NUSHARES ETF TR
+$114.6K
8,194
+32%
增持
ESGE
ISHARES INC
+$105.4K
37,392
+2%
减持
SHY
ISHARES TR
-$105.3K
23,133
-5%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$103.3K
7,232
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$98.3K
5,862
+4%
减持
SUSB
ISHARES TR
-$97.6K
154,792
-4%
减持
JNJ
JOHNSON & JOHNSON
+$95.0K
10,342
-2%
减持
ITOT
ISHARES TR
+$91.2K
17,927
-0%
增持
OGN
ORGANON & CO
+$89.0K
18,619
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$86.5K
14,568
+1%
增持
—
UNILEVER PLC
+$83.1K
11,084
+2%
增持
EAGG
ISHARES TR
+$81.7K
15,570
+12%
减持
GOOGL
ALPHABET INC
-$76.7K
5,636
-6%
增持
EEMV
ISHARES INC
+$76.2K
5,828
+27%
减持
LVS
LAS VEGAS SANDS CORP
+$68.9K
6,510
-0%
减持
DISV
DIMENSIONAL ETF TRUST
-$68.4K
13,623
-32%
增持
IJJ
ISHARES TR
+$66.9K
3,679
+9%
减持
ESML
ISHARES TR
+$66.1K
32,242
-0%
减持
NUSC
NUSHARES ETF TR
+$64.1K
32,244
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$62.8K
12,143
-1%
增持
VB
VANGUARD INDEX FDS
+$61.9K
4,609
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$57.1K
66,092
-15%
增持
IWD
ISHARES TR
+$52.2K
3,279
+0%
增持
KO
COCA COLA CO
+$49.4K
6,122
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$48.7K
10,486
+2%
减持
MGC
VANGUARD WORLD FD
+$46.3K
6,400
-0%
减持
BND
VANGUARD BD INDEX FDS
-$44.1K
3,562
-15%
增持
VV
VANGUARD INDEX FDS
+$42.9K
3,736
+0%
增持
META
META PLATFORMS INC
+$42.8K
3,522
+25%
增持
ET
ENERGY TRANSFER L P
+$38.5K
36,184
+2%
减持
BAC
BANK AMERICA CORP
+$34.3K
14,713
-2%
减持
DIS
DISNEY WALT CO
-$30.5K
2,826
-3%
减持
IWM
ISHARES TR
-$29.7K
1,877
-13%
减持
VUG
VANGUARD INDEX FDS
-$29.6K
25,496
-0%
增持
—
REE AUTOMOTIVE LTD
+$27.5K
127,404
+300%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$26.2K
8,281
-13%
减持
SPY
SPDR S&P 500 ETF TR
+$23.2K
1,277
-2%
减持
DLS
WISDOMTREE TR
+$22.9K
17,666
-9%
减持
NULV
NUSHARES ETF TR
-$22.2K
8,054
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$16.8K
2,811
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$15.6K
5,303
+0%
增持
XTN
SPDR SER TR
+$14.9K
3,332
+2%
减持
—
EFFECTOR THERAPEUTICS INC
-$14.7K
40,556
-27%
增持
VOT
VANGUARD INDEX FDS
+$12.5K
1,288
+0%
增持
FSK
FS KKR CAP CORP
+$11.4K
10,996
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.4K
4,366
+1%
减持
GLD
SPDR GOLD TR
+$10.4K
1,329
-4%
减持
—
KATAPULT HOLDINGS INC
-$9.8K
22,166
-31%
减持
IGIB
ISHARES TR
-$8.9K
19,352
-3%
增持
—
TEMPLETON GLOBAL INCOME FD
+$6.2K
16,664
+2%
建仓
—
WEJO GROUP LIMITED
+$6.1K
12,646
增持
MGK
VANGUARD WORLD FD
-$5.4K
2,462
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.1K
2,906
+0%
增持
GOVT
ISHARES TR
+$2.2K
15,060
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$2.0K
6,821
+0%
清仓
—
AMPIO PHARMACEUTICALS INC
-$1.0K
0
-100%
