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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 92
减持 42
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$10.0M
519,043
+39%
增持
DFIS
DIMENSIONAL ETF TRUST
+$6.8M
598,196
+90%
增持
QQQ
INVESCO QQQ TR
+$5.0M
139,934
+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
VOO
VANGUARD INDEX FDS
+$4.7M
276,184
-0%
建仓
NSC
NORFOLK SOUTHN CORP
+$4.2M
19,436
增持
VTES
VANGUARD WELLINGTON FD
+$3.9M
581,904
+8%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.9M
447,118
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
10,297
+226%
减持
IWS
ISHARES TR
-$2.6M
271,970
-4%
增持
IVV
ISHARES TR
+$2.2M
66,075
+2%
减持
DFGR
DIMENSIONAL ETF TRUST
-$2.0M
1,108,115
-5%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.9M
897,936
-1%
增持
IEMG
ISHARES INC
+$1.8M
647,878
+2%
增持
MSFT
MICROSOFT CORP
+$1.8M
7,709
+94%
减持
AAPL
APPLE INC
+$1.8M
56,628
-4%
增持
LLY
ELI LILLY & CO
+$1.8M
9,274
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.7M
5,010
+352%
增持
IVW
ISHARES TR
+$1.6M
69,552
+20%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
382,067
+20%
建仓
PWP
PERELLA WEINBERG PARTNERS
+$1.5M
92,860
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.5M
399,890
-7%
增持
CSL
CARLISLE COS INC
+$1.3M
6,401
+100%
建仓
COST
COSTCO WHSL CORP NEW
+$1.0M
1,196
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$997.8K
307,033
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$965.3K
137,466
+17%
增持
ACWI
ISHARES TR
+$912.2K
34,681
+28%
增持
MMM
3M CO
+$770.2K
15,634
+100%
增持
MRK
MERCK & CO INC
-$690.5K
166,530
+3%
增持
JNJ
JOHNSON & JOHNSON
+$682.6K
16,637
+50%
增持
ISTB
ISHARES TR
+$649.1K
141,284
+11%
减持
VXUS
VANGUARD STAR FDS
-$647.7K
91,174
-11%
建仓
GE
GE AEROSPACE
+$621.6K
3,910
减持
VTV
VANGUARD INDEX FDS
-$588.7K
28,582
-10%
增持
IVE
ISHARES TR
+$578.5K
29,757
+15%
减持
VUG
VANGUARD INDEX FDS
+$469.4K
20,124
-2%
减持
SCHM
SCHWAB STRATEGIC TR
-$468.5K
43,662
-8%
建仓
QCOM
QUALCOMM INC
+$449.0K
2,254
减持
VO
VANGUARD INDEX FDS
-$444.4K
29,839
-3%
增持
PG
PROCTER AND GAMBLE CO
+$404.8K
23,146
+10%
减持
IXUS
ISHARES TR
-$375.8K
48,144
-10%
增持
SUSA
ISHARES TR
+$360.7K
11,158
+36%
增持
NVDA
NVIDIA CORPORATION
-$355.1K
2,951
+270%
增持
BIV
VANGUARD BD INDEX FDS
+$333.2K
143,779
+4%
减持
IWB
ISHARES TR
-$330.2K
97,444
-4%
增持
EAGG
ISHARES TR
+$324.4K
21,039
+51%
增持
VBR
VANGUARD INDEX FDS
+$315.9K
7,277
+38%
建仓
MCD
MCDONALDS CORP
+$312.9K
1,228
建仓
QUAL
ISHARES TR
+$273.8K
1,603
增持
LMT
LOCKHEED MARTIN CORP
+$272.5K
2,605
+25%
增持
AGG
ISHARES TR
+$262.1K
63,073
+5%
减持
—
TRANE TECHNOLOGIES PLC
-$259.0K
1,695
-38%
减持
AMZN
AMAZON COM INC
-$256.6K
2,196
-42%
增持
HSY
HERSHEY CO
+$252.5K
10,020
+23%
清仓
ELF
E L F BEAUTY INC
-$245.0K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$244.2K
0
-100%
增持
NULG
NUSHARES ETF TR
+$240.8K
9,990
+34%
建仓
GILD
GILEAD SCIENCES INC
+$230.9K
3,365
建仓
PFE
PFIZER INC
+$223.7K
7,995
清仓
—
ASML HOLDING N V
-$218.4K
0
-100%
减持
META
META PLATFORMS INC
-$214.5K
2,926
-16%
增持
IJH
ISHARES TR
-$208.0K
110,093
+1%
建仓
SOLV
SOLVENTUM CORP
+$206.5K
3,906
建仓
AMGN
AMGEN INC
+$201.2K
644
清仓
SPIB
SPDR SER TR
-$200.1K
0
-100%
增持
LQD
ISHARES TR
+$195.8K
19,384
+12%
减持
SPTS
SPDR SER TR
-$195.3K
358,390
-2%
增持
NULV
NUSHARES ETF TR
+$175.9K
15,110
+49%
增持
NEAR
ISHARES U S ETF TR
+$175.8K
34,032
+12%
增持
ESGD
ISHARES TR
+$175.7K
12,239
+24%
增持
ESGE
ISHARES INC
+$171.9K
51,312
+7%
增持
DIS
DISNEY WALT CO
-$164.2K
7,734
+2%
增持
IWO
ISHARES TR
+$162.8K
2,364
+40%
增持
EFG
ISHARES TR
+$160.0K
6,939
+31%
增持
SGOV
ISHARES TR
+$155.7K
4,559
+51%
增持
NUDM
NUSHARES ETF TR
+$150.9K
14,929
+48%
增持
SHY
ISHARES TR
+$122.2K
27,500
+6%
增持
CVS
CVS HEALTH CORP
-$118.7K
5,974
+1%
减持
IWF
ISHARES TR
+$106.2K
6,287
-3%
增持
GOOG
ALPHABET INC
+$103.5K
1,754
+22%
增持
PEP
PEPSICO INC
+$101.8K
2,475
+41%
增持
IJR
ISHARES TR
-$93.9K
37,267
+1%
减持
SUSB
ISHARES TR
-$90.5K
177,439
-2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$89.9K
60,180
-3%
减持
GS
GOLDMAN SACHS GROUP INC
+$89.8K
2,701
-0%
增持
FSK
FS KKR CAP CORP
+$87.5K
20,518
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.7K
2,245
+41%
减持
DISV
DIMENSIONAL ETF TRUST
-$82.6K
10,349
-22%
减持
DLS
WISDOMTREE TR
-$81.0K
9,073
-10%
减持
SMLF
ISHARES TR
-$78.3K
9,212
-9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$77.7K
47,710
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$75.7K
6,917
+3%
减持
GOOGL
ALPHABET INC
-$73.9K
3,671
-25%
减持
USMV
ISHARES TR
-$72.7K
20,041
-5%
增持
TSLA
TESLA INC
+$70.4K
2,002
+8%
增持
ITOT
ISHARES TR
+$70.4K
14,265
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.6K
12,066
+10%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$68.2K
0
-100%
增持
SCZ
ISHARES TR
+$65.1K
23,368
+8%
增持
COR
CENCORA INC
-$63.9K
3,776
+0%
增持
CI
THE CIGNA GROUP
+$62.9K
913
+39%
减持
INTF
ISHARES TR
-$62.3K
12,848
-12%
增持
IUSG
ISHARES TR
+$61.3K
5,889
+0%
增持
CVX
CHEVRON CORP NEW
+$60.5K
3,277
+14%
减持
SPYM
SPDR SER TR
-$57.4K
54,206
-5%
增持
SPSB
SPDR SER TR
+$57.3K
61,418
+3%
增持
MAR
MARRIOTT INTL INC NEW
-$57.0K
5,528
+0%
减持
VB
VANGUARD INDEX FDS
-$55.9K
3,743
-2%
增持
IWP
ISHARES TR
+$53.7K
57,304
+4%
增持
—
UNILEVER PLC
+$52.8K
10,232
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$52.7K
2,875
+0%
减持
LRGF
ISHARES TR
-$49.6K
88,728
-4%
减持
VBK
VANGUARD INDEX FDS
-$48.7K
804
-16%
减持
DFNM
DIMENSIONAL ETF TRUST
-$47.1K
90,664
-0%
减持
SUB
ISHARES TR
-$46.6K
17,404
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$45.9K
3,791
-23%
增持
VGT
VANGUARD WORLD FD
+$45.7K
634
+4%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$45.2K
14,999
+0%
增持
LVS
LAS VEGAS SANDS CORP
-$43.5K
6,027
+0%
增持
BAC
BANK AMERICA CORP
+$39.3K
14,851
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$38.2K
1,767
+0%
增持
SYY
SYSCO CORP
-$35.5K
3,653
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$33.6K
33,389
+0%
减持
OGN
ORGANON & CO
+$33.1K
18,649
-1%
增持
VOE
VANGUARD INDEX FDS
-$33.1K
12,335
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$32.6K
1,636
-3%
减持
SLQD
ISHARES TR
-$29.1K
26,158
-2%
增持
NUSC
NUSHARES ETF TR
-$28.8K
40,392
+4%
减持
IGSB
ISHARES TR
-$27.5K
48,672
-1%
增持
MUB
ISHARES TR
+$27.1K
6,158
+5%
增持
CL
COLGATE PALMOLIVE CO
+$26.9K
3,387
+1%
减持
PULS
PGIM ETF TR
-$24.5K
6,268
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$23.8K
2,554
+4%
增持
CAT
CATERPILLAR INC
-$23.7K
809
+1%
增持
PNC
PNC FINL SVCS GROUP INC
-$23.3K
4,259
+0%
减持
VTI
VANGUARD INDEX FDS
-$21.5K
4,557
-5%
增持
BSV
VANGUARD BD INDEX FDS
+$18.5K
57,785
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$18.4K
82,667
+1%
增持
KO
COCA COLA CO
+$18.0K
6,177
+1%
增持
RTX
RTX CORPORATION
+$17.5K
3,804
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$15.8K
4,636
+5%
增持
IJJ
ISHARES TR
-$15.8K
3,314
+0%
增持
CMI
CUMMINS INC
-$14.6K
840
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$11.5K
5,090
+0%
增持
IWM
ISHARES TR
-$11.3K
1,612
+0%
增持
ESML
ISHARES TR
-$11.1K
39,245
+4%
减持
GLD
SPDR GOLD TR
+$8.8K
1,283
-1%
增持
—
EXXON MOBIL CORP
-$7.8K
24,015
+1%
增持
IGIB
ISHARES TR
-$4.6K
17,554
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.0K
12,163
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.9K
12,237
+1%
