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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 62
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$29.0M
85,566
-78%
增持
QQQ
INVESCO QQQ TR
+$8.5M
133,434
+3%
增持
AAPL
APPLE INC
+$2.5M
66,304
+2%
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
IEFA
ISHARES TR
+$2.2M
215,621
+9%
增持
SPTS
SPDR SER TR
+$2.0M
405,463
+19%
增持
BIV
VANGUARD BD INDEX FDS
+$2.0M
65,518
+60%
减持
IWF
ISHARES TR
-$1.9M
7,540
-57%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.6M
262,300
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
180,874
+39%
减持
IWB
ISHARES TR
+$1.2M
111,229
-2%
减持
IVV
ISHARES TR
+$1.2M
64,096
-2%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
212,514
+19%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
42,390
清仓
NEAR
ISHARES U S ETF TR
-$989.4K
0
-100%
减持
ISTB
ISHARES TR
-$963.6K
53,841
-29%
减持
MRK
MERCK & CO INC
-$796.8K
147,515
-1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$795.8K
170,521
-10%
增持
DFAS
DIMENSIONAL ETF TRUST
+$776.4K
60,103
+29%
减持
VOO
VANGUARD INDEX FDS
+$744.2K
57,063
-3%
减持
SLQD
ISHARES TR
-$687.6K
44,914
-25%
减持
MUB
ISHARES TR
-$662.9K
8,489
-43%
增持
DFLV
DIMENSIONAL ETF TRUST
+$626.3K
38,875
+190%
增持
IVW
ISHARES TR
+$563.4K
45,326
+14%
增持
SHY
ISHARES TR
+$551.9K
29,572
+28%
减持
SUB
ISHARES TR
-$492.6K
57,543
-8%
建仓
GOOG
ALPHABET INC
+$451.4K
4,340
减持
VUG
VANGUARD INDEX FDS
+$427.7K
23,497
-8%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$406.6K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
+$403.7K
393,883
-3%
增持
MSFT
MICROSOFT CORP
+$399.6K
4,531
+20%
增持
VXUS
VANGUARD STAR FDS
+$396.4K
109,849
+0%
增持
—
EXXON MOBIL CORP
+$356.0K
8,430
+64%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$355.4K
10,000
增持
PG
PROCTER AND GAMBLE CO
+$345.8K
26,199
+12%
增持
DFAU
DIMENSIONAL ETF TRUST
+$339.2K
33,088
+46%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$330.2K
0
-100%
增持
SUSB
ISHARES TR
+$328.8K
166,594
+8%
减持
SPIB
SPDR SER TR
-$313.2K
6,455
-61%
减持
VTV
VANGUARD INDEX FDS
-$309.9K
35,668
-4%
减持
META
META PLATFORMS INC
+$287.9K
3,358
-5%
减持
SUSA
ISHARES TR
-$275.4K
6,313
-37%
增持
INTF
ISHARES TR
+$274.4K
58,889
+13%
增持
ACWI
ISHARES TR
+$258.9K
16,826
+12%
减持
FNDX
SCHWAB STRATEGIC TR
-$258.7K
9,465
-35%
建仓
CL
COLGATE PALMOLIVE CO
+$253.6K
3,374
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$250.4K
6,705
-45%
建仓
PEN
PENUMBRA INC
+$236.9K
850
减持
LRGF
ISHARES TR
+$231.9K
108,431
-1%
减持
ESGD
ISHARES TR
-$230.1K
5,482
-42%
增持
TSLA
TESLA INC
+$228.6K
2,286
+15%
增持
IVE
ISHARES TR
+$226.4K
22,695
+2%
建仓
NVDA
NVIDIA CORPORATION
+$225.8K
813
建仓
CARR
CARRIER GLOBAL CORPORATION
+$224.3K
4,903
建仓
CAT
CATERPILLAR INC
+$216.4K
945
减持
EAGG
ISHARES TR
-$215.3K
10,663
-32%
建仓
AMGN
AMGEN INC
+$214.7K
888
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$209.1K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$209.1K
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP
+$207.5K
2,458
清仓
CI
CIGNA CORP NEW
-$203.1K
0
-100%
减持
SDY
SPDR SER TR
-$202.9K
8,712
-15%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$202.2K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$202.2K
1,108
+95%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$201.2K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$199.2K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$191.8K
65,656
-1%
增持
JNJ
JOHNSON & JOHNSON
-$189.4K
10,565
+2%
减持
IWS
ISHARES TR
-$182.7K
269,369
-1%
减持
NUDM
NUSHARES ETF TR
-$181.4K
8,294
-48%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$179.5K
34,791
+8%
增持
JPM
JPMORGAN CHASE & CO
+$176.5K
3,259
+76%
增持
DFUV
DIMENSIONAL ETF TRUST
+$157.6K
929,757
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$151.1K
3,793
+74%
增持
NUSC
NUSHARES ETF TR
+$138.7K
35,042
+9%
减持
IJH
ISHARES TR
+$132.3K
23,402
-1%
增持
SCZ
ISHARES TR
+$129.8K
28,882
+3%
减持
ESRT
EMPIRE ST RLTY TR INC
-$128.2K
91,365
-15%
减持
CVS
CVS HEALTH CORP
-$127.9K
5,875
-3%
增持
CVX
CHEVRON CORP NEW
+$125.4K
2,313
+65%
减持
VO
VANGUARD INDEX FDS
+$123.7K
38,865
-2%
增持
ESGE
ISHARES INC
+$123.6K
39,645
+6%
增持
—
TRANE TECHNOLOGIES PLC
+$117.7K
2,720
+19%
减持
USMV
ISHARES TR
-$116.1K
32,311
-6%
增持
AMZN
AMAZON COM INC
+$114.4K
3,812
+15%
增持
ITOT
ISHARES TR
+$108.7K
17,989
+0%
增持
MGC
VANGUARD WORLD FD
+$100.7K
6,623
+3%
增持
ESML
ISHARES TR
+$95.5K
34,000
+5%
减持
DLS
WISDOMTREE TR
-$87.2K
15,372
-13%
减持
VTI
VANGUARD INDEX FDS
-$87.1K
6,066
-12%
减持
HSY
HERSHEY CO
+$83.4K
3,743
-0%
增持
OGN
ORGANON & CO
-$81.5K
18,645
+0%
减持
PAYO
PAYONEER GLOBAL INC
-$81.4K
17,477
-50%
增持
XLK
SELECT SECTOR SPDR TR
+$80.1K
2,847
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$70.9K
6,902
+1%
减持
VBR
VANGUARD INDEX FDS
-$70.2K
6,847
-6%
减持
SCHM
SCHWAB STRATEGIC TR
+$69.8K
61,464
-2%
减持
IXUS
ISHARES TR
+$68.5K
53,138
-5%
减持
SPSB
SPDR SER TR
-$67.8K
127,902
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$67.3K
3,380
-23%
增持
SMLF
ISHARES TR
+$63.8K
19,345
+4%
增持
EMGF
ISHARES INC
+$62.1K
13,855
+11%
减持
LVS
LAS VEGAS SANDS CORP
+$60.5K
6,500
-0%
减持
VOE
VANGUARD INDEX FDS
-$59.6K
15,814
-2%
增持
PFE
PFIZER INC
+$57.2K
8,520
+50%
减持
GS
GOLDMAN SACHS GROUP INC
-$56.6K
3,270
-0%
减持
MAR
MARRIOTT INTL INC NEW
+$55.0K
5,794
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$54.7K
2,176
-4%
减持
SPYM
SPDR SER TR
+$53.8K
44,412
-4%
增持
VOT
VANGUARD INDEX FDS
+$43.8K
1,413
+10%
增持
BAC
BANK AMERICA CORP
-$43.4K
15,520
+5%
减持
NULG
NUSHARES ETF TR
-$41.9K
6,435
-21%
增持
LMT
LOCKHEED MARTIN CORP
+$38.9K
2,263
+7%
减持
GOOGL
ALPHABET INC
+$38.5K
5,165
-8%
减持
IGIB
ISHARES TR
-$36.9K
17,964
-7%
减持
IUSG
ISHARES TR
+$36.7K
6,386
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$36.1K
5,670
-3%
增持
ET
ENERGY TRANSFER L P
+$32.2K
37,026
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$31.6K
61,831
-2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$30.9K
14,464
+100%
减持
DFAI
DIMENSIONAL ETF TRUST
+$28.7K
69,001
-6%
减持
IEMG
ISHARES INC
-$28.1K
53,306
-5%
增持
—
UNILEVER PLC
+$27.8K
11,282
+2%
减持
ORI
OLD REP INTL CORP
+$27.3K
36,122
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.9K
3,355
+3%
减持
IGSB
ISHARES TR
+$24.0K
37,908
-0%
增持
DISV
DIMENSIONAL ETF TRUST
+$22.2K
13,641
+0%
减持
VB
VANGUARD INDEX FDS
+$21.0K
4,573
-1%
增持
IDEV
ISHARES TR
+$19.6K
4,168
+0%
增持
KO
COCA COLA CO
+$18.1K
6,569
+7%
减持
—
REE AUTOMOTIVE LTD
-$17.8K
97,404
-24%
增持
XTN
SPDR SER TR
+$17.6K
3,333
+0%
增持
FSK
FS KKR CAP CORP
+$17.4K
11,341
+3%
减持
DIS
DISNEY WALT CO
+$16.7K
2,619
-7%
增持
SYY
SYSCO CORP
+$16.6K
3,845
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$16.6K
5,313
+0%
增持
EEMV
ISHARES INC
+$16.1K
5,961
+2%
增持
USIG
ISHARES TR
+$14.8K
8,025
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$14.4K
15,246
-10%
减持
IJR
ISHARES TR
-$14.1K
41,385
-2%
减持
GOVT
ISHARES TR
-$9.8K
14,215
-6%
减持
VV
VANGUARD INDEX FDS
+$8.8K
3,531
-5%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$7.5K
4,448
+1%
减持
NKE
NIKE INC
+$7.4K
1,726
-1%
减持
EFAV
ISHARES TR
+$6.6K
8,115
-5%
减持
—
EFFECTOR THERAPEUTICS INC
-$6.6K
30,556
-25%
清仓
—
WEJO GROUP LIMITED
-$6.1K
0
-100%
减持
IJJ
ISHARES TR
-$5.4K
3,556
-3%
增持
PULS
PGIM ETF TR
+$4.9K
6,654
+1%
增持
VLU
SPDR SER TR
+$4.6K
1,525
+1%
减持
IWM
ISHARES TR
-$3.4K
1,815
-3%
