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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 92
减持 46
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IWP
ISHARES TR
+$36.4M
341,734
+482%
增持
VOO
VANGUARD INDEX FDS
+$5.9M
281,434
+2%
增持
QQQ
INVESCO QQQ TR
+$4.7M
146,844
+2%
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
+$4.4M
248,479
+37%
增持
IEFA
ISHARES TR
-$4.1M
540,610
+0%
增持
IEMG
ISHARES INC
-$3.1M
653,543
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
-$3.0M
970,495
+1%
减持
MRK
MERCK & CO INC
-$2.8M
163,350
-3%
增持
AGG
ISHARES TR
+$2.6M
96,586
+45%
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.5M
854,511
-5%
增持
DFIS
DIMENSIONAL ETF TRUST
-$2.2M
1,234,291
+2%
增持
IVV
ISHARES TR
+$2.0M
69,108
+3%
增持
AAPL
APPLE INC
+$1.4M
58,082
+3%
减持
IWS
ISHARES TR
-$1.4M
230,162
-2%
减持
VO
VANGUARD INDEX FDS
-$1.2M
23,720
-16%
增持
IVW
ISHARES TR
+$1.1M
78,535
+9%
增持
LLY
ELI LILLY & CO
-$982.0K
9,381
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
-$862.4K
458,170
+1%
增持
ISTB
ISHARES TR
+$844.9K
172,389
+14%
减持
SDY
SPDR SER TR
-$826.0K
1,677
-77%
增持
DFLV
DIMENSIONAL ETF TRUST
+$815.8K
489,036
+9%
增持
VTES
VANGUARD WELLINGTON FD
+$756.6K
631,786
+2%
减持
SPTS
SPDR SER TR
-$672.1K
334,476
-5%
增持
DFIV
DIMENSIONAL ETF TRUST
-$612.7K
417,736
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$601.2K
45,747
-13%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$590.2K
319,010
-1%
增持
NVDA
NVIDIA CORPORATION
+$575.3K
7,854
+99%
建仓
VXF
VANGUARD INDEX FDS
+$539.5K
2,840
减持
CSL
CARLISLE COS INC
-$518.3K
6,400
-0%
减持
IGSB
ISHARES TR
-$493.0K
39,147
-18%
增持
TSLA
TESLA INC
+$458.3K
2,474
+20%
减持
JNJ
JOHNSON & JOHNSON
-$457.5K
19,649
-3%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$432.4K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$429.3K
18,847
-3%
增持
AMZN
AMAZON COM INC
+$370.1K
3,648
+58%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$357.1K
7,281
减持
LMT
LOCKHEED MARTIN CORP
-$345.1K
2,432
-7%
增持
MSFT
MICROSOFT CORP
+$341.3K
8,749
+12%
减持
MGC
VANGUARD WORLD FD
-$337.2K
4,417
-28%
减持
IWB
ISHARES TR
+$309.2K
93,909
-1%
建仓
AVGO
BROADCOM INC
+$296.2K
1,278
减持
DLS
WISDOMTREE TR
-$295.9K
4,429
-47%
增持
NEAR
ISHARES U S ETF TR
+$287.2K
44,892
+16%
减持
XLK
SELECT SECTOR SPDR TR
-$286.2K
967
-57%
增持
NOC
NORTHROP GRUMMAN CORP
-$282.9K
5,046
+1%
增持
SHY
ISHARES TR
+$264.9K
32,981
+12%
增持
IXUS
ISHARES TR
-$264.2K
47,724
+1%
增持
LQD
ISHARES TR
+$248.9K
26,420
+16%
建仓
CSCO
CISCO SYS INC
+$240.3K
4,060
增持
GOOGL
ALPHABET INC
+$233.8K
4,627
+20%
增持
GS
GOLDMAN SACHS GROUP INC
+$227.9K
2,749
+1%
减持
HSY
HERSHEY CO
-$225.7K
9,993
-0%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$219.3K
5,483
增持
DFAS
DIMENSIONAL ETF TRUST
+$216.8K
151,445
+2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$214.2K
6,831
增持
—
EXXON MOBIL CORP
-$210.8K
24,145
+1%
清仓
WY
WEYERHAEUSER CO MTN BE
-$208.7K
0
-100%
清仓
AMGN
AMGEN INC
-$207.5K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$206.8K
2,692
清仓
SPIB
SPDR SER TR
-$206.5K
0
-100%
建仓
PEN
PENUMBRA INC
+$202.6K
853
增持
IVE
ISHARES TR
+$201.6K
33,197
+7%
减持
PNC
PNC FINL SVCS GROUP INC
-$199.4K
1,579
-42%
减持
VBR
VANGUARD INDEX FDS
-$190.9K
6,064
-13%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$182.9K
2,807
-42%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$177.3K
86,518
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$177.0K
5,554
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$170.0K
45,414
-5%
增持
DIS
DISNEY WALT CO
+$167.2K
8,149
+6%
增持
IWF
ISHARES TR
+$161.7K
6,134
+0%
增持
GOOG
ALPHABET INC
+$154.5K
2,430
+32%
减持
VTV
VANGUARD INDEX FDS
-$151.3K
27,877
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$150.5K
2,927
+12%
增持
EAGG
ISHARES TR
+$143.9K
25,470
+19%
增持
DFAI
DIMENSIONAL ETF TRUST
-$139.2K
55,480
+0%
减持
USMV
ISHARES TR
-$138.6K
18,413
-5%
减持
VOE
VANGUARD INDEX FDS
-$129.6K
8,661
-5%
增持
CVS
CVS HEALTH CORP
-$121.5K
7,112
+1%
增持
ESGE
ISHARES INC
-$119.6K
52,189
+2%
增持
SUSA
ISHARES TR
+$118.2K
11,870
+8%
增持
PG
PROCTER AND GAMBLE CO
-$115.3K
23,271
+0%
增持
MMM
3M CO
-$111.1K
15,714
+0%
增持
IJH
ISHARES TR
+$109.4K
114,025
+2%
减持
OGN
ORGANON & CO
-$107.7K
16,679
-11%
增持
IWO
ISHARES TR
+$103.3K
3,033
+12%
增持
NFLX
NETFLIX INC
+$102.2K
351
+18%
增持
META
META PLATFORMS INC
+$100.2K
3,061
+4%
增持
NULG
NUSHARES ETF TR
+$98.0K
10,726
+8%
减持
DFNM
DIMENSIONAL ETF TRUST
-$96.9K
90,138
-1%
减持
IUSG
ISHARES TR
-$96.9K
4,890
-17%
减持
LVS
LAS VEGAS SANDS CORP
-$95.2K
4,031
-33%
增持
COST
COSTCO WHSL CORP NEW
+$94.2K
1,229
+6%
减持
SLQD
ISHARES TR
-$91.2K
24,363
-6%
减持
VB
VANGUARD INDEX FDS
-$86.6K
2,856
-12%
增持
GEV
GE VERNOVA INC
+$86.3K
1,005
+5%
增持
BAC
BANK AMERICA CORP
+$82.2K
15,413
+3%
减持
PWP
PERELLA WEINBERG PARTNERS
-$78.4K
25,010
-28%
增持
SCHG
SCHWAB STRATEGIC TR
-$76.6K
20,043
+229%
减持
IBB
ISHARES TR
-$74.1K
2,769
-8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$74.0K
12,081
-1%
增持
ACWI
ISHARES TR
+$72.1K
38,482
+3%
增持
FSK
FS KKR CAP CORP
+$68.4K
22,334
+6%
增持
GE
GE AEROSPACE
-$67.7K
4,041
+3%
减持
PEP
PEPSICO INC
-$58.4K
2,396
-4%
减持
ITOT
ISHARES TR
-$58.0K
10,812
-6%
增持
CI
THE CIGNA GROUP
-$55.9K
949
+3%
增持
SUSB
ISHARES TR
+$55.7K
187,438
+3%
减持
VGT
VANGUARD WORLD FD
-$53.3K
513
-19%
增持
MGK
VANGUARD WORLD FD
+$53.1K
2,466
+0%
减持
SPYM
SPDR SER TR
+$53.1K
52,510
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$52.4K
1,734
+5%
减持
VUG
VANGUARD INDEX FDS
-$49.0K
17,945
-7%
增持
GILD
GILEAD SCIENCES INC
+$45.6K
3,553
+5%
减持
VTI
VANGUARD INDEX FDS
-$45.2K
4,345
-6%
增持
SCZ
ISHARES TR
-$44.1K
24,706
+8%
增持
EFG
ISHARES TR
+$43.7K
9,105
+17%
增持
NULV
NUSHARES ETF TR
+$43.2K
16,797
+13%
增持
SCHF
SCHWAB STRATEGIC TR
-$43.2K
25,286
+103%
减持
SUB
ISHARES TR
-$37.1K
17,255
-1%
增持
IGIB
ISHARES TR
-$37.0K
17,617
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$36.6K
3,943
+4%
增持
CL
COLGATE PALMOLIVE CO
-$33.0K
3,517
+4%
减持
LRGF
ISHARES TR
+$30.4K
85,617
-2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$29.7K
33,515
+0%
增持
NUSC
NUSHARES ETF TR
-$29.6K
41,261
+1%
增持
CMI
CUMMINS INC
+$29.5K
841
+3%
增持
IJR
ISHARES TR
+$28.4K
38,898
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$28.2K
10,663
+2%
增持
VV
VANGUARD INDEX FDS
+$27.1K
3,374
+1%
增持
INTF
ISHARES TR
-$26.9K
12,534
+2%
增持
CVX
CHEVRON CORP NEW
+$24.6K
3,492
+7%
增持
—
TRANE TECHNOLOGIES PLC
-$23.4K
1,750
+2%
减持
MCD
MCDONALDS CORP
-$23.3K
1,249
-1%
增持
KO
COCA COLA CO
-$21.5K
6,758
+10%
增持
ORCL
ORACLE CORP
+$21.4K
1,531
+12%
增持
QCOM
QUALCOMM INC
-$20.2K
2,390
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$19.2K
2,363
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
-$17.2K
8,852
+1%
减持
SGOV
ISHARES TR
-$14.9K
4,487
-3%
增持
PFE
PFIZER INC
-$14.5K
16,381
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$13.9K
1,850
-1%
增持
NUDM
NUSHARES ETF TR
+$13.7K
16,932
+15%
增持
IWD
ISHARES TR
-$13.2K
3,050
+0%
增持
USIG
ISHARES TR
-$13.1K
8,684
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$11.9K
111,588
+201%
增持
ESML
ISHARES TR
+$11.2K
39,581
+0%
减持
SMLF
ISHARES TR
-$11.2K
7,860
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.3K
10,476
+2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$8.3K
15,380
+3%
增持
MUB
ISHARES TR
-$8.3K
6,232
+1%
