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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 145 项
建仓 12
增持 73
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$95.5M
269,340
+377%
增持
QQQ
INVESCO QQQ TR
+$14.4M
148,150
+15%
建仓
IWP
ISHARES TR
+$6.2M
59,026
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
BIV
VANGUARD BD INDEX FDS
+$4.3M
135,135
+62%
增持
IVV
ISHARES TR
+$4.0M
59,156
+5%
减持
DFGR
DIMENSIONAL ETF TRUST
+$3.9M
1,117,315
-0%
增持
VTES
VANGUARD WELLINGTON FD
+$3.8M
481,044
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$3.3M
974,313
+1%
减持
IWS
ISHARES TR
+$3.2M
279,078
-0%
增持
IEFA
ISHARES TR
+$3.2M
288,022
+8%
建仓
AAXJ
ISHARES TR
+$3.2M
47,407
减持
IWB
ISHARES TR
+$2.8M
107,042
-1%
增持
AAPL
APPLE INC
+$1.8M
79,001
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
232,975
+21%
减持
AGG
ISHARES TR
-$1.4M
61,316
-23%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
103,723
+13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
421,357
+3%
减持
SPSB
SPDR SER TR
-$1.1M
80,218
-32%
减持
SPTS
SPDR SER TR
-$1.0M
365,911
-10%
清仓
ORI
OLD REP INTL CORP
-$973.1K
0
-100%
增持
ISTB
ISHARES TR
+$816.2K
106,309
+16%
减持
MRK
MERCK & CO INC
+$781.3K
150,608
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$739.7K
74,376
+15%
增持
IVW
ISHARES TR
+$718.8K
54,142
+11%
减持
VO
VANGUARD INDEX FDS
+$714.2K
32,837
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$712.2K
291,747
+4%
增持
IVE
ISHARES TR
+$683.6K
24,843
+5%
增持
VTV
VANGUARD INDEX FDS
+$661.6K
32,506
+7%
增持
VXUS
VANGUARD STAR FDS
+$592.0K
102,841
+3%
增持
ACWI
ISHARES TR
+$586.6K
23,242
+21%
减持
VUG
VANGUARD INDEX FDS
+$570.7K
21,204
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$542.2K
284,016
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$533.5K
44,224
+24%
减持
SUB
ISHARES TR
-$529.2K
17,764
-24%
减持
IJH
ISHARES TR
+$513.0K
22,340
-2%
增持
LLY
ELI LILLY & CO
+$487.8K
8,201
+3%
减持
SHY
ISHARES TR
-$481.1K
25,781
-20%
减持
IJR
ISHARES TR
+$478.0K
38,491
-2%
减持
DFIS
DIMENSIONAL ETF TRUST
+$456.2K
281,676
-3%
增持
IGSB
ISHARES TR
+$451.9K
49,221
+18%
减持
LRGF
ISHARES TR
+$435.5K
106,294
-2%
建仓
NEAR
ISHARES U S ETF TR
+$425.9K
8,430
增持
VTI
VANGUARD INDEX FDS
+$420.1K
5,674
+30%
增持
SPYM
SPDR SER TR
+$394.1K
65,582
+1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$389.9K
93,288
-12%
增持
IXUS
ISHARES TR
+$379.5K
54,754
+3%
清仓
ESRT
EMPIRE ST RLTY TR INC
-$377.9K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$371.2K
767
建仓
LQD
ISHARES TR
+$365.1K
3,299
减持
SCHM
SCHWAB STRATEGIC TR
+$361.1K
55,540
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$317.6K
62,076
-8%
增持
MSFT
MICROSOFT CORP
+$276.6K
4,574
+0%
减持
HSY
HERSHEY CO
-$274.8K
8,045
-9%
清仓
ET
ENERGY TRANSFER L P
-$264.3K
0
-100%
增持
IWF
ISHARES TR
+$258.0K
6,859
+0%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$237.4K
10,439
建仓
AMAT
APPLIED MATLS INC
+$228.0K
1,407
建仓
BA
BOEING CO
+$223.8K
859
减持
—
EXXON MOBIL CORP
-$223.6K
8,921
-6%
建仓
OTIS
OTIS WORLDWIDE CORP
+$219.9K
2,458
清仓
VOT
VANGUARD INDEX FDS
-$215.5K
0
-100%
减持
INTF
ISHARES TR
-$213.8K
46,431
-21%
清仓
PFE
PFIZER INC
-$213.4K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$209.2K
317
建仓
SCHV
SCHWAB STRATEGIC TR
+$205.3K
2,928
建仓
SPIB
SPDR SER TR
+$200.9K
6,120
增持
NUSC
NUSHARES ETF TR
+$192.7K
37,399
+3%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$191.6K
14,676
+1%
增持
ESML
ISHARES TR
+$189.5K
36,281
+3%
增持
ITOT
ISHARES TR
+$183.1K
15,553
+1%
减持
VOE
VANGUARD INDEX FDS
+$179.8K
14,296
-1%
增持
SUSB
ISHARES TR
+$174.6K
170,631
+1%
减持
META
META PLATFORMS INC
+$174.6K
3,472
-1%
减持
EMGF
ISHARES INC
-$165.8K
11,143
-29%
增持
DFAI
DIMENSIONAL ETF TRUST
+$165.3K
64,143
+0%
减持
MAR
MARRIOTT INTL INC NEW
+$162.8K
5,794
-0%
增持
IEMG
ISHARES INC
+$152.9K
50,388
+0%
增持
MGC
VANGUARD WORLD FD
+$120.5K
6,695
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$119.9K
2,781
-6%
增持
SUSA
ISHARES TR
+$117.1K
7,984
+5%
增持
ESGE
ISHARES INC
+$115.1K
44,758
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$112.2K
33,296
+0%
减持
EEMV
ISHARES INC
-$108.2K
4,325
-34%
减持
PNC
PNC FINL SVCS GROUP INC
+$102.9K
3,369
-1%
增持
NVDA
NVIDIA CORPORATION
+$97.0K
1,250
+4%
增持
BAC
BANK AMERICA CORP
+$93.6K
14,603
+0%
增持
NULG
NUSHARES ETF TR
+$93.4K
7,838
+4%
减持
VB
VANGUARD INDEX FDS
+$85.0K
3,818
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$82.8K
2,865
+0%
增持
MGK
VANGUARD WORLD FD
+$80.5K
2,464
+0%
增持
VV
VANGUARD INDEX FDS
+$79.7K
3,427
+0%
减持
VBR
VANGUARD INDEX FDS
+$79.0K
5,770
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$75.6K
5,081
-18%
减持
JPM
JPMORGAN CHASE & CO
+$67.0K
2,702
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$66.7K
6,504
+0%
减持
AMZN
AMAZON COM INC
+$63.5K
4,186
-7%
增持
JNJ
JOHNSON & JOHNSON
+$60.9K
9,323
+4%
增持
IGIB
ISHARES TR
+$60.5K
17,637
+0%
增持
ESGD
ISHARES TR
+$59.7K
6,711
+4%
增持
IUSG
ISHARES TR
+$58.2K
5,874
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$57.9K
1,239
-0%
增持
RTX
RTX CORPORATION
+$50.7K
3,798
+2%
增持
OGN
ORGANON & CO
-$48.9K
19,487
+3%
增持
NULV
NUSHARES ETF TR
+$47.0K
11,064
+6%
减持
SLQD
ISHARES TR
-$46.8K
28,673
-6%
增持
IWD
ISHARES TR
+$46.7K
3,306
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$45.6K
1,946
-6%
增持
EAGG
ISHARES TR
+$45.5K
15,192
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.8K
12,215
+2%
减持
EFAV
ISHARES TR
-$41.7K
7,824
-13%
增持
IBB
ISHARES TR
+$41.1K
3,023
+0%
增持
NUDM
NUSHARES ETF TR
+$39.7K
10,990
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.1K
1,535
+0%
增持
MUB
ISHARES TR
+$35.1K
5,825
+0%
增持
USIG
ISHARES TR
+$32.2K
8,307
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$31.6K
5,344
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$29.2K
13,873
+0%
增持
CL
COLGATE PALMOLIVE CO
+$29.1K
3,349
+0%
减持
IWM
ISHARES TR
+$28.8K
1,745
-4%
增持
IDEV
ISHARES TR
+$26.5K
4,301
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$22.5K
8,534
+2%
减持
IJJ
ISHARES TR
+$22.4K
3,531
-6%
减持
DIS
DISNEY WALT CO
+$21.3K
3,215
-3%
减持
USMV
ISHARES TR
-$21.2K
31,058
-8%
增持
GOVT
ISHARES TR
+$20.2K
16,579
+1%
减持
PEP
PEPSICO INC
-$20.0K
1,591
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.6K
3,298
-0%
减持
SMLF
ISHARES TR
+$18.9K
18,200
-10%
减持
GOOGL
ALPHABET INC
+$18.5K
5,005
-4%
减持
DFAX
DIMENSIONAL ETF TRUST
+$16.9K
15,000
-3%
减持
SCZ
ISHARES TR
+$16.0K
26,555
-8%
增持
PG
PROCTER AND GAMBLE CO
+$15.5K
21,914
+0%
增持
FSK
FS KKR CAP CORP
+$14.6K
16,200
+3%
清仓
—
REE AUTOMOTIVE LTD
-$14.3K
0
-100%
减持
DLS
WISDOMTREE TR
+$12.8K
11,974
-8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$12.7K
4,613
+1%
减持
AMGN
AMGEN INC
+$12.1K
772
-1%
增持
CVX
CHEVRON CORP NEW
-$11.0K
3,459
+11%
减持
SDY
SPDR SER TR
+$10.1K
7,941
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.8K
5,338
-9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.2K
3,137
-8%
增持
PULS
PGIM ETF TR
+$4.0K
6,781
+1%
增持
TSLA
TESLA INC
+$3.1K
2,261
+1%
减持
ORCL
ORACLE CORP
-$2.0K
2,166
-0%
增持
—
TEMPLETON GLOBAL INCOME FD
-$437
17,863
+1%
