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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 145 项
建仓 10
增持 75
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VTES
VANGUARD WELLINGTON FD
+$44.4M
441,530
增持
DFGR
DIMENSIONAL ETF TRUST
+$25.8M
1,100,716
+2497%
减持
QQQ
INVESCO QQQ TR
+$6.2M
132,714
-1%
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
AAPL
APPLE INC
+$5.3M
83,915
+27%
建仓
LLY
LILLY ELI & CO
+$3.7M
7,917
减持
DFNM
DIMENSIONAL ETF TRUST
-$3.0M
110,377
-35%
增持
IEFA
ISHARES TR
+$2.7M
252,935
+17%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.6M
976,368
+5%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.4M
133,783
+244%
增持
IWS
ISHARES TR
+$2.3M
281,192
+4%
减持
IWB
ISHARES TR
+$2.0M
110,909
-0%
减持
SUB
ISHARES TR
-$1.9M
39,477
-31%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.9M
257,403
+42%
增持
MRK
MERCK & CO INC
+$1.8M
151,819
+3%
减持
VOO
VANGUARD INDEX FDS
+$1.6M
56,532
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.5M
284,380
+8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.4M
82,531
+37%
增持
SPYM
SPDR SER TR
+$1.3M
65,810
+48%
增持
HSY
HERSHEY CO
+$1.3M
8,870
+137%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.3M
269,308
+27%
减持
AGG
ISHARES TR
-$1.2M
75,033
-12%
建仓
COR
AMERISOURCEBERGEN CORP
+$1.1M
5,848
减持
VO
VANGUARD INDEX FDS
-$763.9K
33,764
-13%
增持
BIV
VANGUARD BD INDEX FDS
+$760.8K
76,946
+17%
减持
IVV
ISHARES TR
-$666.6K
57,621
-10%
减持
VUG
VANGUARD INDEX FDS
+$635.2K
22,959
-2%
增持
ISTB
ISHARES TR
+$613.3K
67,585
+26%
减持
PG
PROCTER AND GAMBLE CO
-$569.0K
21,923
-16%
减持
VTV
VANGUARD INDEX FDS
-$538.5K
30,877
-13%
减持
SLQD
ISHARES TR
-$534.5K
34,079
-24%
清仓
FNDX
SCHWAB STRATEGIC TR
-$519.8K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$499.7K
401,662
+2%
减持
VXUS
VANGUARD STAR FDS
-$466.4K
99,828
-9%
建仓
PEP
PEPSICO INC
+$395.5K
2,136
增持
IVW
ISHARES TR
+$347.2K
46,014
+2%
增持
LRGF
ISHARES TR
+$341.2K
108,497
+0%
增持
CVX
CHEVRON CORP NEW
+$311.5K
4,379
+89%
建仓
NEE
NEXTERA ENERGY INC
+$308.7K
4,160
增持
META
META PLATFORMS INC
+$290.4K
3,492
+4%
减持
SPSB
SPDR SER TR
-$290.1K
118,874
-7%
减持
VTI
VANGUARD INDEX FDS
-$283.3K
4,334
-29%
增持
NVDA
NVIDIA CORPORATION
+$271.2K
1,175
+45%
清仓
BND
VANGUARD BD INDEX FDS
-$255.8K
0
-100%
清仓
XTN
SPDR SER TR
-$241.6K
0
-100%
建仓
WEN
WENDYS CO
+$239.9K
11,028
建仓
KLAC
KLA CORP
+$231.8K
478
建仓
ORCL
ORACLE CORP
+$229.2K
1,925
增持
—
EXXON MOBIL CORP
+$226.0K
10,727
+27%
减持
BSV
VANGUARD BD INDEX FDS
-$224.9K
59,608
-4%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$223.3K
2,881
增持
ACWI
ISHARES TR
+$220.3K
18,284
+9%
清仓
VLU
SPDR SER TR
-$216.6K
0
-100%
清仓
AMGN
AMGEN INC
-$214.7K
0
-100%
清仓
NKE
NIKE INC
-$211.7K
0
-100%
减持
IVE
ISHARES TR
+$207.9K
22,657
-0%
减持
IWF
ISHARES TR
+$206.7K
7,446
-1%
减持
IEMG
ISHARES INC
-$204.6K
48,614
-9%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.6K
1,529
增持
AMZN
AMAZON COM INC
+$181.7K
4,414
+16%
减持
GOOG
ALPHABET INC
-$166.1K
2,358
-46%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$144.2K
61,099
-7%
减持
IJR
ISHARES TR
-$132.9K
38,826
-6%
减持
GS
GOLDMAN SACHS GROUP INC
-$119.8K
2,945
-10%
减持
PFE
PFIZER INC
-$99.4K
6,767
-21%
增持
VYM
VANGUARD WHITEHALL FDS
+$93.6K
6,521
+15%
减持
LMT
LOCKHEED MARTIN CORP
-$91.9K
2,124
-6%
增持
MGC
VANGUARD WORLD FD
+$91.8K
6,646
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.7K
3,298
-2%
增持
GOOGL
ALPHABET INC
+$86.8K
5,201
+1%
减持
TSLA
TESLA INC
+$84.9K
2,136
-7%
增持
FSK
FS KKR CAP CORP
+$82.5K
15,242
+34%
减持
SCZ
ISHARES TR
-$81.0K
27,769
-4%
减持
VOE
VANGUARD INDEX FDS
-$80.7K
14,738
-7%
减持
MSFT
MICROSOFT CORP
+$80.7K
4,072
-10%
增持
DIS
DISNEY WALT CO
+$80.5K
3,839
+47%
减持
SCHM
SCHWAB STRATEGIC TR
-$79.0K
57,601
-6%
减持
IGSB
ISHARES TR
-$76.7K
36,659
-3%
增持
SPTS
SPDR SER TR
+$76.1K
414,301
+2%
增持
MGK
VANGUARD WORLD FD
+$76.0K
2,463
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$75.5K
33,153
+0%
增持
SUSA
ISHARES TR
+$71.3K
6,679
+6%
增持
ESGE
ISHARES INC
+$67.8K
41,600
+5%
减持
DLS
WISDOMTREE TR
-$66.7K
14,633
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$66.1K
2,853
+0%
增持
NUSC
NUSHARES ETF TR
+$65.7K
35,322
+1%
增持
USMV
ISHARES TR
+$64.9K
32,493
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$63.8K
65,731
-5%
增持
ESML
ISHARES TR
+$60.5K
34,238
+1%
增持
VV
VANGUARD INDEX FDS
+$58.8K
3,544
+0%
增持
SMLF
ISHARES TR
+$57.5K
19,566
+1%
增持
NULG
NUSHARES ETF TR
+$56.8K
6,678
+4%
减持
VBR
VANGUARD INDEX FDS
-$56.4K
6,231
-9%
增持
OGN
ORGANON & CO
-$45.9K
18,867
+1%
减持
JNJ
JOHNSON & JOHNSON
-$41.1K
9,645
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$38.1K
1,265
-1%
增持
SDY
SPDR SER TR
+$38.0K
9,102
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$30.7K
6,411
-7%
增持
EAGG
ISHARES TR
+$30.5K
11,510
+8%
减持
KO
COCA COLA CO
-$30.3K
6,264
-5%
减持
ITOT
ISHARES TR
+$27.8K
16,933
-6%
减持
SYY
SYSCO CORP
-$26.1K
3,650
-5%
增持
NULV
NUSHARES ETF TR
+$25.7K
8,745
+7%
减持
JPM
JPMORGAN CHASE & CO
-$25.7K
2,743
-16%
增持
CAT
CATERPILLAR INC
+$24.6K
979
+4%
增持
CVS
CVS HEALTH CORP
-$23.2K
5,980
+2%
减持
IXUS
ISHARES TR
+$23.0K
52,938
-0%
增持
INTF
ISHARES TR
+$22.2K
59,013
+0%
减持
VB
VANGUARD INDEX FDS
-$21.8K
4,249
-7%
增持
EMGF
ISHARES INC
+$21.7K
14,361
+4%
增持
ESGD
ISHARES TR
+$21.4K
5,694
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$21.0K
5,323
+0%
增持
NUDM
NUSHARES ETF TR
+$20.9K
8,775
+6%
增持
ET
ENERGY TRANSFER L P
+$20.0K
37,927
+2%
增持
IWD
ISHARES TR
+$19.1K
3,290
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$17.0K
34,984
+1%
增持
IWM
ISHARES TR
+$16.7K
1,818
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.2K
8,309
+4%
减持
IJH
ISHARES TR
+$14.2K
22,444
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$13.1K
10,603
+1%
增持
EFAV
ISHARES TR
+$12.8K
8,322
+3%
增持
EEMV
ISHARES INC
+$12.5K
6,144
+3%
增持
IGIB
ISHARES TR
-$11.7K
17,985
+0%
减持
VOT
VANGUARD INDEX FDS
-$11.0K
1,285
-9%
减持
—
UNILEVER PLC
-$10.5K
11,037
-2%
减持
IJJ
ISHARES TR
+$10.4K
3,508
-1%
增持
BAC
BANK AMERICA CORP
+$7.7K
15,740
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$7.4K
15,402
+1%
增持
IDEV
ISHARES TR
+$7.3K
4,242
+2%
减持
SPIB
SPDR SER TR
-$7.1K
6,311
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$6.6K
2,234
+3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.8K
6,482
-3%
增持
GLD
SPDR GOLD TR
-$5.3K
1,336
+1%
增持
GOVT
ISHARES TR
-$4.8K
14,302
+1%
增持
SUSB
ISHARES TR
-$4.8K
167,440
+1%
减持
CL
COLGATE PALMOLIVE CO
+$4.1K
3,345
-1%
增持
MUB
ISHARES TR
-$3.8K
8,533
+1%
增持
—
TEMPLETON GLOBAL INCOME FD
-$3.1K
17,334
+2%
减持
IUSG
ISHARES TR
+$2.7K
5,834
-9%
增持
SHY
ISHARES TR
+$2.7K
29,999
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.3K
3,402
+1%
减持
PULS
PGIM ETF TR
-$2.3K
6,593
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.1K
3,770
-1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
-$1.1K
4,498
+1%
增持
USIG
ISHARES TR
-$645
8,103
+1%
增持
DISV
DIMENSIONAL ETF TRUST
+$605
13,756
+1%
