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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 83
减持 57
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFIS
DIMENSIONAL ETF TRUST
+$17.7M
1,210,382
+102%
增持
VOO
VANGUARD INDEX FDS
+$7.6M
276,201
+0%
增持
IEFA
ISHARES TR
+$4.4M
539,902
+4%
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
VTES
VANGUARD WELLINGTON FD
+$4.3M
617,037
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$3.4M
181,344
+26%
增持
QQQ
INVESCO QQQ TR
+$3.4M
144,244
+3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.8M
450,176
+18%
增持
IEMG
ISHARES INC
+$2.6M
648,568
+0%
增持
IVV
ISHARES TR
+$2.5M
67,090
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
898,235
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
320,778
+4%
减持
IWS
ISHARES TR
-$1.6M
235,949
-13%
增持
MRK
MERCK & CO INC
-$1.5M
168,165
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.4M
148,616
+8%
减持
AAPL
APPLE INC
+$1.2M
56,240
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
405,304
+1%
减持
IWB
ISHARES TR
+$951.0K
95,246
-2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$919.2K
455,532
+2%
增持
JNJ
JOHNSON & JOHNSON
+$867.6K
20,358
+22%
减持
PWP
PERELLA WEINBERG PARTNERS
-$834.3K
34,939
-62%
增持
IVE
ISHARES TR
+$719.0K
31,116
+5%
增持
ISTB
ISHARES TR
+$697.5K
151,810
+7%
增持
NSC
NORFOLK SOUTHN CORP
+$680.0K
19,528
+0%
增持
AGG
ISHARES TR
+$616.1K
66,540
+5%
增持
IWP
ISHARES TR
+$557.7K
58,669
+2%
增持
IJH
ISHARES TR
+$552.9K
112,252
+2%
增持
ACWI
ISHARES TR
+$551.4K
37,219
+7%
增持
MMM
3M CO
+$542.0K
15,652
+0%
增持
LQD
ISHARES TR
+$497.4K
22,781
+18%
增持
IJR
ISHARES TR
+$478.5K
38,076
+2%
增持
IVW
ISHARES TR
+$474.0K
72,171
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$466.8K
5,020
+0%
减持
VXUS
VANGUARD STAR FDS
+$357.9K
90,448
-1%
减持
VOE
VANGUARD INDEX FDS
-$324.8K
9,130
-26%
减持
SCHM
SCHWAB STRATEGIC TR
-$317.9K
37,071
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$310.1K
2,612
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$296.0K
52,561
-9%
减持
VTV
VANGUARD INDEX FDS
+$286.1K
27,902
-2%
清仓
DISV
DIMENSIONAL ETF TRUST
-$278.4K
0
-100%
增持
NEAR
ISHARES U S ETF TR
+$267.1K
38,639
+14%
减持
ITOT
ISHARES TR
-$245.7K
11,532
-19%
建仓
GEV
GE VERNOVA INC
+$244.3K
958
建仓
ORCL
ORACLE CORP
+$233.7K
1,372
清仓
WSBC
WESBANCO INC
-$232.6K
0
-100%
建仓
PPL
PPL CORP
+$230.0K
6,954
减持
VEA
VANGUARD TAX-MANAGED FDS
+$229.2K
81,701
-1%
增持
SUSB
ISHARES TR
+$228.6K
181,799
+2%
增持
PFE
PFIZER INC
+$225.4K
15,517
+94%
增持
META
META PLATFORMS INC
+$216.8K
2,956
+1%
建仓
NFLX
NETFLIX INC
+$210.7K
297
建仓
WY
WEYERHAEUSER CO MTN BE
+$208.7K
6,162
建仓
ECL
ECOLAB INC
+$208.3K
816
建仓
SPIB
SPDR SER TR
+$206.5K
6,125
建仓
AVLV
AMERICAN CENTY ETF TR
+$204.9K
3,113
减持
VO
VANGUARD INDEX FDS
+$203.9K
28,155
-6%
增持
PG
PROCTER AND GAMBLE CO
+$199.4K
23,191
+0%
减持
WAL
WESTERN ALLIANCE BANCORP
-$195.8K
5,000
-50%
减持
LRGF
ISHARES TR
+$195.3K
87,401
-1%
增持
SHY
ISHARES TR
+$193.5K
29,331
+7%
增持
LLY
ELI LILLY & CO
-$172.3K
9,283
+0%
增持
NUSC
NUSHARES ETF TR
+$168.7K
41,030
+2%
减持
IXUS
ISHARES TR
+$168.0K
47,097
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$160.0K
3,461
-32%
减持
PNC
PNC FINL SVCS GROUP INC
-$158.2K
2,726
-36%
增持
IWO
ISHARES TR
+$148.8K
2,710
+15%
增持
TSLA
TESLA INC
+$144.6K
2,067
+3%
增持
ESML
ISHARES TR
+$142.2K
39,530
+1%
减持
ESGE
ISHARES INC
+$141.7K
51,144
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$139.3K
2,264
-21%
增持
EFG
ISHARES TR
+$128.1K
7,784
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$124.5K
2,719
+1%
增持
GE
GE AEROSPACE
+$120.1K
3,933
+1%
增持
NVDA
NVIDIA CORPORATION
+$114.8K
3,948
+34%
增持
SDY
SPDR SER TR
+$113.9K
7,375
+0%
增持
—
TRANE TECHNOLOGIES PLC
+$112.2K
1,723
+2%
减持
VUG
VANGUARD INDEX FDS
-$112.2K
19,312
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$111.9K
2,262
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$108.3K
1,865
+6%
减持
SCZ
ISHARES TR
+$104.6K
22,821
-2%
增持
MSFT
MICROSOFT CORP
-$99.0K
7,777
+1%
减持
SPYM
SPDR SER TR
+$97.8K
52,837
-3%
减持
USMV
ISHARES TR
+$90.8K
19,422
-3%
增持
CVS
CVS HEALTH CORP
+$87.9K
7,009
+17%
增持
VTI
VANGUARD INDEX FDS
+$85.4K
4,607
+1%
增持
RTX
RTX CORPORATION
+$83.1K
3,838
+1%
减持
HSY
HERSHEY CO
+$76.0K
10,001
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$75.6K
33,442
+0%
减持
IAU
ISHARES GOLD TR
+$74.6K
16,247
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$73.8K
8,783
-28%
增持
MCD
MCDONALDS CORP
+$72.4K
1,265
+3%
增持
DFNM
DIMENSIONAL ETF TRUST
+$71.7K
90,704
+0%
减持
SUSA
ISHARES TR
+$71.3K
11,009
-1%
增持
SOLV
SOLVENTUM CORP
+$67.0K
3,923
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$66.6K
3,799
+0%
减持
ESGD
ISHARES TR
+$65.0K
12,227
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$64.7K
1,645
+1%
减持
VBR
VANGUARD INDEX FDS
+$64.4K
6,936
-5%
减持
SCHG
SCHWAB STRATEGIC TR
-$62.3K
6,097
-12%
增持
QCOM
QUALCOMM INC
-$61.6K
2,278
+1%
增持
EAGG
ISHARES TR
+$58.3K
21,381
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$54.3K
12,183
+0%
增持
CAT
CATERPILLAR INC
+$54.0K
827
+2%
增持
GILD
GILEAD SCIENCES INC
+$51.7K
3,371
+0%
减持
KO
COCA COLA CO
+$49.1K
6,155
-0%
减持
DFGR
DIMENSIONAL ETF TRUST
+$48.7K
961,209
-13%
减持
SPSB
SPDR SER TR
-$47.5K
58,671
-4%
减持
NULV
NUSHARES ETF TR
+$47.1K
14,815
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
+$45.5K
47,648
-0%
增持
IGIB
ISHARES TR
+$44.6K
17,580
+0%
减持
—
EXXON MOBIL CORP
+$43.5K
23,956
-0%
减持
VB
VANGUARD INDEX FDS
-$43.4K
3,258
-13%
增持
GLD
SPDR GOLD TR
+$42.3K
1,309
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$37.6K
4,874
+5%
增持
SUB
ISHARES TR
+$37.5K
17,489
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$37.0K
12,427
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$35.6K
5,519
-0%
减持
LVS
LAS VEGAS SANDS CORP
+$35.5K
6,003
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$34.6K
2,614
+2%
减持
CVX
CHEVRON CORP NEW
-$31.3K
3,268
-0%
减持
CMI
CUMMINS INC
+$31.3K
815
-3%
减持
NUDM
NUSHARES ETF TR
+$30.5K
14,717
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$30.2K
10,403
-14%
减持
OGN
ORGANON & CO
-$29.5K
18,637
-0%
减持
SPTS
SPDR SER TR
+$28.5K
352,780
-2%
增持
QUAL
ISHARES TR
+$28.3K
1,685
+5%
减持
DIS
DISNEY WALT CO
-$27.7K
7,695
-1%
增持
IUSG
ISHARES TR
+$27.6K
5,900
+0%
增持
GOOGL
ALPHABET INC
-$26.6K
3,871
+5%
减持
DFAI
DIMENSIONAL ETF TRUST
-$26.3K
55,357
-8%
增持
USIG
ISHARES TR
+$25.0K
8,554
+1%
减持
VV
VANGUARD INDEX FDS
+$24.5K
3,353
-3%
减持
—
UNILEVER PLC
+$24.1K
9,032
-12%
增持
CL
COLGATE PALMOLIVE CO
+$24.0K
3,398
+0%
减持
IGSB
ISHARES TR
+$22.9K
47,795
-2%
减持
SMLF
ISHARES TR
-$22.2K
8,164
-11%
增持
MGK
VANGUARD WORLD FD
+$19.4K
2,465
+0%
减持
IJJ
ISHARES TR
+$16.4K
3,175
-4%
增持
CI
THE CIGNA GROUP
+$16.3K
918
+1%
增持
MUB
ISHARES TR
+$16.2K
6,189
+1%
减持
COST
COSTCO WHSL CORP NEW
+$15.3K
1,164
-3%
减持
SLQD
ISHARES TR
+$14.7K
25,838
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$14.7K
3,907
+0%
增持
PEP
PEPSICO INC
+$14.5K
2,486
+0%
增持
GOOG
ALPHABET INC
-$13.5K
1,843
+5%
减持
NULG
NUSHARES ETF TR
+$11.9K
9,956
-0%
增持
FSK
FS KKR CAP CORP
+$11.8K
21,118
+3%
减持
INTF
ISHARES TR
+$11.4K
12,310
-4%
减持
IWF
ISHARES TR
+$10.1K
6,131
-2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$9.9K
4,763
+1%
增持
SGOV
ISHARES TR
+$6.0K
4,617
+1%
