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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 58
减持 66
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$30.3M
636,927
+1164%
增持
VOO
VANGUARD INDEX FDS
+$15.8M
277,512
+3%
增持
IEFA
ISHARES TR
+$7.4M
373,247
+30%
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
IVV
ISHARES TR
+$5.8M
64,686
+9%
增持
VTES
VANGUARD WELLINGTON FD
+$5.5M
539,357
+12%
减持
AAPL
APPLE INC
-$5.0M
59,267
-25%
增持
MRK
MERCK & CO INC
+$4.9M
161,477
+7%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.2M
317,986
+36%
清仓
AAXJ
ISHARES TR
-$3.2M
0
-100%
增持
IWS
ISHARES TR
+$2.9M
282,429
+1%
增持
—
EXXON MOBIL CORP
+$1.9M
23,850
+167%
增持
LLY
ELI LILLY & CO
+$1.9M
8,530
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
352,027
+21%
增持
LQD
ISHARES TR
+$1.5M
17,266
+423%
减持
QQQ
INVESCO QQQ TR
+$1.4M
139,807
-6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
430,603
+2%
建仓
CSL
CARLISLE COS INC
+$1.3M
3,200
减持
IWB
ISHARES TR
+$1.3M
101,808
-5%
增持
NEAR
ISHARES U S ETF TR
+$1.1M
30,460
+261%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
116,998
+13%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
314,857
+12%
增持
ISTB
ISHARES TR
+$987.5K
127,393
+20%
减持
DFUV
DIMENSIONAL ETF TRUST
+$883.2K
908,241
-7%
减持
INTF
ISHARES TR
-$863.6K
14,675
-68%
建仓
MMM
3M CO
+$827.4K
7,801
增持
IVW
ISHARES TR
+$819.7K
57,861
+7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$753.8K
293,987
+4%
减持
USMV
ISHARES TR
-$668.1K
21,002
-32%
增持
DFGR
DIMENSIONAL ETF TRUST
+$648.3K
1,162,403
+4%
增持
DIS
DISNEY WALT CO
+$641.9K
7,618
+137%
减持
SPSB
SPDR SER TR
-$622.1K
59,347
-26%
增持
ACWI
ISHARES TR
+$620.6K
27,113
+17%
建仓
EFG
ISHARES TR
+$549.9K
5,298
清仓
EFAV
ISHARES TR
-$542.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$541.3K
81,799
+10%
增持
IVE
ISHARES TR
+$517.8K
25,896
+4%
清仓
EMGF
ISHARES INC
-$477.6K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$465.3K
20,503
-3%
增持
META
META PLATFORMS INC
+$460.9K
3,480
+0%
增持
IJH
ISHARES TR
+$459.1K
109,494
+390%
建仓
IWO
ISHARES TR
+$457.9K
1,691
减持
SMLF
ISHARES TR
-$428.4K
10,100
-45%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$417.6K
12,230
+129%
清仓
GOVT
ISHARES TR
-$382.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$367.5K
57,566
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$334.7K
1,766
+43%
减持
SCHM
SCHWAB STRATEGIC TR
-$316.5K
47,485
-15%
减持
VTV
VANGUARD INDEX FDS
+$313.9K
31,766
-2%
建仓
SGOV
ISHARES TR
+$303.4K
3,012
增持
JNJ
JOHNSON & JOHNSON
+$287.7K
11,056
+19%
增持
ESGD
ISHARES TR
+$281.5K
9,867
+47%
清仓
KLAC
KLA CORP
-$277.9K
0
-100%
清仓
IDEV
ISHARES TR
-$273.8K
0
-100%
减持
SCZ
ISHARES TR
-$268.5K
21,717
-18%
增持
SUSB
ISHARES TR
+$259.0K
181,210
+6%
建仓
VBK
VANGUARD INDEX FDS
+$249.7K
958
建仓
CMI
CUMMINS INC
+$247.2K
839
建仓
ELF
E L F BEAUTY INC
+$245.0K
1,250
清仓
EEMV
ISHARES INC
-$240.4K
0
-100%
建仓
CI
THE CIGNA GROUP
+$238.8K
657
减持
TSLA
TESLA INC
-$236.1K
1,853
-18%
清仓
ORCL
ORACLE CORP
-$228.4K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$228.0K
0
-100%
减持
AGG
ISHARES TR
-$225.3K
59,836
-2%
清仓
BA
BOEING CO
-$223.8K
0
-100%
清仓
AMGN
AMGEN INC
-$222.5K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$220.4K
0
-100%
建仓
—
ASML HOLDING N V
+$218.4K
225
清仓
PEN
PENUMBRA INC
-$213.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$209.2K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$205.3K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$201.3K
21,032
-4%
减持
VXUS
VANGUARD STAR FDS
+$184.8K
101,915
-1%
减持
VOE
VANGUARD INDEX FDS
-$184.4K
12,114
-15%
增持
PNC
PNC FINL SVCS GROUP INC
+$163.8K
4,242
+26%
增持
NUSC
NUSHARES ETF TR
+$155.5K
38,899
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.1K
3,154
-4%
减持
DFNM
DIMENSIONAL ETF TRUST
-$147.3K
91,040
-2%
增持
ESML
ISHARES TR
+$143.0K
37,797
+4%
减持
GOOG
ALPHABET INC
-$142.3K
1,433
-44%
减持
LRGF
ISHARES TR
-$142.0K
92,751
-13%
减持
SPYM
SPDR SER TR
-$139.5K
57,314
-13%
增持
ESGE
ISHARES INC
+$113.7K
48,049
+7%
增持
BIV
VANGUARD BD INDEX FDS
+$112.8K
138,387
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$111.0K
33,336
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$109.3K
46,305
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$108.7K
10,999
+29%
减持
DLS
WISDOMTREE TR
-$107.9K
10,069
-16%
减持
IWF
ISHARES TR
+$105.8K
6,484
-5%
减持
VTI
VANGUARD INDEX FDS
-$105.6K
4,773
-16%
减持
IWP
ISHARES TR
+$103.9K
54,931
-7%
减持
NVDA
NVIDIA CORPORATION
+$100.7K
797
-36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$99.7K
4,407
+40%
减持
IJR
ISHARES TR
-$97.8K
36,815
-4%
减持
SLQD
ISHARES TR
-$93.3K
26,765
-7%
增持
SUSA
ISHARES TR
+$90.7K
8,181
+2%
增持
HSY
HERSHEY CO
+$89.5K
8,172
+2%
减持
SPTS
SPDR SER TR
-$87.7K
364,523
-0%
减持
MAR
MARRIOTT INTL INC NEW
+$86.9K
5,523
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$82.2K
6,706
+3%
增持
IUSG
ISHARES TR
+$78.0K
5,882
+0%
增持
VV
VANGUARD INDEX FDS
+$76.9K
3,439
+0%
减持
IXUS
ISHARES TR
+$73.2K
53,468
-2%
减持
OGN
ORGANON & CO
+$71.9K
18,771
-4%
减持
MGC
VANGUARD WORLD FD
+$71.5K
6,448
-4%
减持
EAGG
ISHARES TR
-$69.0K
13,946
-8%
减持
CVX
CHEVRON CORP NEW
-$63.9K
2,866
-17%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$62.5K
14,958
+2%
减持
BAC
BANK AMERICA CORP
+$59.7K
14,540
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$59.4K
3,900
-27%
减持
GS
GOLDMAN SACHS GROUP INC
+$59.1K
2,710
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$58.2K
12,112
-19%
减持
VB
VANGUARD INDEX FDS
+$57.5K
3,815
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$53.5K
1,595
+4%
减持
VGT
VANGUARD WORLD FD
-$51.4K
610
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$48.0K
5,085
+0%
增持
IWD
ISHARES TR
+$47.7K
3,316
+0%
减持
MSFT
MICROSOFT CORP
-$47.5K
3,976
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$46.2K
2,870
+0%
减持
AMZN
AMAZON COM INC
+$44.9K
3,775
-10%
减持
RTX
RTX CORPORATION
+$44.8K
3,736
-2%
减持
GOOGL
ALPHABET INC
+$43.4K
4,920
-2%
减持
DFAI
DIMENSIONAL ETF TRUST
+$38.4K
62,061
-3%
增持
PEP
PEPSICO INC
+$36.3K
1,751
+10%
增持
CL
COLGATE PALMOLIVE CO
+$34.9K
3,352
+0%
减持
JPM
JPMORGAN CHASE & CO
+$33.2K
2,460
-9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$30.3K
1,694
-13%
增持
SCHF
SCHWAB STRATEGIC TR
+$29.9K
12,336
+1%
减持
VO
VANGUARD INDEX FDS
+$29.1K
30,691
-7%
减持
SDY
SPDR SER TR
-$29.0K
7,341
-8%
减持
IAU
ISHARES GOLD TR
+$26.5K
16,683
-3%
减持
VBR
VANGUARD INDEX FDS
-$26.1K
5,275
-9%
减持
NULG
NUSHARES ETF TR
+$25.5K
7,472
-5%
减持
—
UNILEVER PLC
-$25.2K
10,159
-8%
增持
OTIS
OTIS WORLDWIDE CORP
+$24.3K
2,460
+0%
减持
CAT
CATERPILLAR INC
+$18.5K
800
-14%
减持
GLD
SPDR GOLD TR
+$18.3K
1,298
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$17.0K
2,076
-2%
清仓
—
EFFECTOR THERAPEUTICS INC
-$14.3K
0
-100%
增持
CVS
CVS HEALTH CORP
+$13.5K
5,912
+2%
减持
IGIB
ISHARES TR
-$12.7K
17,527
-1%
减持
ITOT
ISHARES TR
-$12.7K
14,085
-9%
减持
IWM
ISHARES TR
-$11.9K
1,609
-8%
减持
IJJ
ISHARES TR
-$10.9K
3,312
-6%
减持
LVS
LAS VEGAS SANDS CORP
-$9.7K
6,000
-8%
减持
NUDM
NUSHARES ETF TR
-$9.5K
10,100
-8%
增持
SHY
ISHARES TR
+$8.1K
25,961
+1%
增持
SUB
ISHARES TR
-$6.7K
17,819
+0%
增持
FSK
FS KKR CAP CORP
-$6.2K
16,641
+3%
减持
KO
COCA COLA CO
+$6.0K
6,132
-2%
