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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 133 项
建仓 3
增持 71
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.9M
78,327
-7%
减持
QQQ
INVESCO QQQ TR
-$2.7M
129,197
-3%
增持
MRK
MERCK & CO INC
-$1.9M
151,898
+0%
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
IWB
ISHARES TR
-$1.7M
107,789
-3%
减持
SUB
ISHARES TR
-$1.7M
23,352
-41%
增持
DFGR
DIMENSIONAL ETF TRUST
-$1.7M
1,122,224
+2%
减持
IWS
ISHARES TR
-$1.7M
280,177
-0%
减持
IVV
ISHARES TR
-$1.5M
56,419
-2%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.4M
193,216
+44%
增持
ISTB
ISHARES TR
+$1.1M
91,416
+35%
减持
VOO
VANGUARD INDEX FDS
-$849.3K
56,468
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$723.6K
968,873
-1%
增持
VTES
VANGUARD WELLINGTON FD
+$612.7K
455,700
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$594.1K
67,828
+14%
增持
LLY
ELI LILLY & CO
+$579.8K
7,992
+1%
减持
VO
VANGUARD INDEX FDS
-$508.2K
33,256
-2%
减持
VUG
VANGUARD INDEX FDS
-$475.2K
22,111
-4%
减持
COR
CENCORA INC
-$447.9K
3,764
-36%
建仓
PNC
PNC FINL SVCS GROUP INC
+$418.8K
3,411
减持
DFNM
DIMENSIONAL ETF TRUST
-$342.0K
105,773
-4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$316.2K
92,186
+12%
减持
MUB
ISHARES TR
-$314.3K
5,817
-32%
清仓
NEE
NEXTERA ENERGY INC
-$308.7K
0
-100%
减持
ESRT
EMPIRE ST RLTY TR INC
-$306.4K
47,003
-49%
增持
DFAE
DIMENSIONAL ETF TRUST
+$283.1K
280,096
+9%
减持
SCHM
SCHWAB STRATEGIC TR
-$269.2K
56,474
-2%
减持
SPTS
SPDR SER TR
-$263.5K
406,135
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$252.1K
83,539
+9%
清仓
WEN
WENDYS CO
-$239.9K
0
-100%
增持
IGSB
ISHARES TR
+$232.7K
41,579
+13%
增持
VXUS
VANGUARD STAR FDS
-$229.7K
100,312
+0%
减持
IWF
ISHARES TR
-$227.4K
6,848
-8%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$223.3K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$218.8K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$217.3K
18,840
-50%
建仓
AMGN
AMGEN INC
+$210.4K
783
增持
DFIS
DIMENSIONAL ETF TRUST
+$206.4K
289,515
+8%
减持
ITOT
ISHARES TR
-$203.1K
15,433
-9%
建仓
ROK
ROCKWELL AUTOMATION INC
+$203.0K
710
清仓
SPIB
SPDR SER TR
-$202.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$196.1K
8,991
-7%
增持
IJH
ISHARES TR
-$189.9K
22,774
+1%
减持
VTV
VANGUARD INDEX FDS
-$189.6K
30,436
-1%
减持
SLQD
ISHARES TR
-$185.4K
30,369
-11%
增持
IJR
ISHARES TR
-$180.5K
39,103
+1%
增持
SHY
ISHARES TR
+$163.8K
32,063
+7%
减持
CVX
CHEVRON CORP NEW
-$162.1K
3,125
-29%
减持
SPYM
SPDR SER TR
-$157.4K
65,101
-1%
减持
VOE
VANGUARD INDEX FDS
-$146.2K
14,457
-2%
减持
LRGF
ISHARES TR
-$137.2K
108,435
-0%
增持
EAGG
ISHARES TR
+$136.8K
15,005
+30%
减持
SDY
SPDR SER TR
-$133.4K
8,541
-6%
减持
PG
PROCTER AND GAMBLE CO
-$130.8K
21,910
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$124.9K
408,322
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$124.0K
64,030
-3%
减持
DLS
WISDOMTREE TR
-$118.4K
13,079
-11%
减持
VB
VANGUARD INDEX FDS
-$115.5K
3,859
-9%
增持
AGG
ISHARES TR
+$114.4K
79,370
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$110.4K
2,121
-0%
减持
PEP
PEPSICO INC
-$105.4K
1,713
-20%
增持
IVW
ISHARES TR
+$104.2K
48,922
+6%
减持
RTX
RTX CORPORATION
-$100.4K
3,736
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$84.1K
285,191
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$79.5K
5,820
+0%
减持
DIS
DISNEY WALT CO
-$73.7K
3,319
-14%
减持
VBR
VANGUARD INDEX FDS
-$71.3K
6,015
-3%
减持
INTF
ISHARES TR
-$66.9K
58,618
-1%
增持
OGN
ORGANON & CO
-$62.8K
19,001
+1%
增持
SUSA
ISHARES TR
+$60.0K
7,618
+14%
增持
MSFT
MICROSOFT CORP
+$56.6K
4,571
+12%
减持
BAC
BANK AMERICA CORP
-$53.5K
14,540
-8%
减持
IGIB
ISHARES TR
-$52.9K
17,609
-2%
增持
META
META PLATFORMS INC
+$52.2K
3,512
+1%
增持
GOOG
ALPHABET INC
+$52.0K
2,558
+8%
减持
VV
VANGUARD INDEX FDS
-$50.7K
3,413
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$48.9K
6,221
-5%
减持
VOT
VANGUARD INDEX FDS
-$48.8K
1,107
-14%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$47.3K
5,888
-9%
增持
NULV
NUSHARES ETF TR
+$47.3K
10,428
+19%
增持
EMGF
ISHARES INC
+$46.4K
15,730
+10%
减持
SPSB
SPDR SER TR
-$37.8K
118,073
-1%
增持
NUSC
NUSHARES ETF TR
-$36.9K
36,463
+3%
增持
NULG
NUSHARES ETF TR
+$35.7K
7,522
+13%
减持
—
EXXON MOBIL CORP
-$34.9K
9,488
-12%
减持
PFE
PFIZER INC
-$34.8K
6,433
-5%
增持
GOVT
ISHARES TR
+$34.3K
16,416
+15%
增持
DFAU
DIMENSIONAL ETF TRUST
-$32.5K
33,218
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.1K
3,302
+0%
增持
ESGD
ISHARES TR
+$32.0K
6,470
+14%
减持
IAU
ISHARES GOLD TR
-$31.6K
17,278
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$29.7K
1,242
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$29.6K
12,003
+13%
增持
USMV
ISHARES TR
+$29.5K
33,776
+4%
增持
NUDM
NUSHARES ETF TR
+$29.5K
10,381
+18%
增持
VTI
VANGUARD INDEX FDS
-$28.7K
4,360
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$27.4K
2,859
+0%
增持
MGC
VANGUARD WORLD FD
-$26.8K
6,670
+0%
增持
ESML
ISHARES TR
-$26.6K
35,351
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$26.5K
35,523
+2%
增持
NVDA
NVIDIA CORPORATION
+$24.9K
1,200
+2%
增持
ACWI
ISHARES TR
+$24.6K
19,257
+5%
增持
EFAV
ISHARES TR
+$22.5K
8,958
+8%
清仓
—
KATAPULT HOLDINGS INC
-$19.9K
0
-100%
增持
IEFA
ISHARES TR
+$16.7K
265,575
+5%
增持
FSK
FS KKR CAP CORP
+$16.6K
15,691
+3%
增持
IVE
ISHARES TR
-$15.9K
23,637
+4%
减持
GLD
SPDR GOLD TR
-$15.1K
1,301
-3%
减持
CAT
CATERPILLAR INC
+$12.6K
929
-5%
增持
USIG
ISHARES TR
-$12.3K
8,188
+1%
增持
EEMV
ISHARES INC
+$10.8K
6,534
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.4K
1,532
+0%
增持
SCZ
ISHARES TR
-$10.0K
28,825
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.8K
8,370
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
-$9.6K
15,515
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$9.3K
5,333
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$8.6K
3,425
+1%
减持
CVS
CVS HEALTH CORP
-$8.4K
5,800
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$8.0K
2,074
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$7.7K
6,503
+1%
减持
JPM
JPMORGAN CHASE & CO
-$6.4K
2,707
-1%
增持
PULS
PGIM ETF TR
+$5.1K
6,686
+1%
增持
IJJ
ISHARES TR
+$4.4K
3,767
+7%
增持
ESGE
ISHARES INC
+$4.1K
43,589
+5%
增持
—
TEMPLETON GLOBAL INCOME FD
-$3.6K
17,653
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.1K
13,813
+0%
增持
AMZN
AMAZON COM INC
-$2.9K
4,504
+2%
增持
SMLF
ISHARES TR
+$2.5K
20,329
+4%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
-$1.8K
4,567
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4K
64,569
+6%
增持
ORCL
ORACLE CORP
+$1.1K
2,175
+13%
增持
SUSB
ISHARES TR
-$1.1K
168,381
+1%
增持
IEMG
ISHARES INC
-$480
50,340
+4%
增持
TSLA
TESLA INC
-$400
2,233
+5%
