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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 68
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$8.0M
10
减持
QQQ
INVESCO QQQ TR
-$6.2M
146,837
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.9M
1,361,318
+10%
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
IVV
ISHARES TR
-$3.6M
66,067
-4%
增持
BIV
VANGUARD BD INDEX FDS
+$3.1M
282,413
+14%
减持
IWB
ISHARES TR
-$2.5M
90,515
-4%
减持
IWS
ISHARES TR
-$2.5M
216,782
-6%
减持
IEFA
ISHARES TR
+$2.4M
533,696
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
424,098
+2%
减持
AAPL
APPLE INC
-$1.8M
57,154
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.8M
1,139
-77%
增持
VTES
VANGUARD WELLINGTON FD
+$1.7M
647,297
+2%
减持
MRK
MERCK & CO INC
-$1.6M
163,143
-0%
增持
MSFT
MICROSOFT CORP
+$1.4M
13,530
+55%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.3M
522,864
+7%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
16,424
-8%
减持
IEMG
ISHARES INC
+$1.0M
651,513
-0%
增持
IWP
ISHARES TR
-$893.4K
361,063
+6%
减持
SPTS
SPDR SER TR
-$889.5K
301,423
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$857.4K
10,526
+0%
减持
VO
VANGUARD INDEX FDS
-$676.8K
21,609
-9%
减持
DFGR
DIMENSIONAL ETF TRUST
+$599.0K
966,696
-0%
清仓
SCHG
SCHWAB STRATEGIC TR
-$558.6K
0
-100%
减持
TSLA
TESLA INC
-$551.0K
1,729
-30%
增持
AGG
ISHARES TR
+$544.1K
100,114
+4%
增持
IJH
ISHARES TR
+$517.9K
130,639
+15%
减持
DFNM
DIMENSIONAL ETF TRUST
-$514.5K
79,701
-12%
增持
LLY
ELI LILLY & CO
+$510.7K
9,387
+0%
增持
ISTB
ISHARES TR
+$494.6K
180,550
+5%
减持
IJR
ISHARES TR
-$493.4K
38,141
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$490.9K
67,594
+22%
增持
VOO
VANGUARD INDEX FDS
-$481.9K
294,132
+5%
减持
VTV
VANGUARD INDEX FDS
-$390.0K
25,065
-10%
增持
IVW
ISHARES TR
-$381.3K
81,787
+4%
增持
LQD
ISHARES TR
+$357.2K
29,257
+11%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$357.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$345.5K
19,219
-2%
减持
LRGF
ISHARES TR
-$317.2K
83,789
-2%
减持
MAR
MARRIOTT INTL INC NEW
-$302.8K
5,232
-6%
减持
IWF
ISHARES TR
-$299.4K
5,993
-2%
增持
SUSB
ISHARES TR
+$286.0K
196,706
+5%
增持
MMM
3M CO
+$280.1K
15,720
+0%
清仓
DLS
WISDOMTREE TR
-$278.8K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$266.1K
0
-100%
减持
—
EXXON MOBIL CORP
+$263.5K
24,054
-0%
减持
SPSB
SPDR SER TR
-$250.6K
50,426
-15%
增持
DFAS
DIMENSIONAL ETF TRUST
-$249.1K
160,785
+6%
增持
IVE
ISHARES TR
+$232.8K
34,472
+4%
清仓
PPL
PPL CORP
-$227.5K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$225.3K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$225.2K
109,425
-2%
清仓
XLK
SELECT SECTOR SPDR TR
-$224.9K
0
-100%
建仓
AMGN
AMGEN INC
+$224.0K
719
减持
SMLF
ISHARES TR
-$216.6K
5,049
-36%
增持
ACWI
ISHARES TR
+$214.8K
40,695
+6%
建仓
PM
PHILIP MORRIS INTL INC
+$212.9K
1,341
减持
NVDA
NVIDIA CORPORATION
-$211.1K
7,784
-1%
清仓
LVS
LAS VEGAS SANDS CORP
-$207.0K
0
-100%
减持
SUB
ISHARES TR
-$206.7K
15,278
-11%
建仓
OTIS
OTIS WORLDWIDE CORP
+$202.6K
1,963
建仓
NEE
NEXTERA ENERGY INC
+$202.0K
2,850
增持
NEAR
ISHARES U S ETF TR
+$199.3K
48,484
+8%
减持
BSV
VANGUARD BD INDEX FDS
-$196.4K
42,647
-7%
减持
VBR
VANGUARD INDEX FDS
-$195.1K
5,403
-11%
增持
CSL
CARLISLE COS INC
-$180.4K
6,403
+0%
增持
ESGE
ISHARES INC
+$176.6K
54,914
+5%
减持
DFAE
DIMENSIONAL ETF TRUST
+$173.9K
455,684
-1%
减持
SPYM
SPDR SER TR
-$173.2K
52,416
-0%
减持
IXUS
ISHARES TR
+$170.1K
47,651
-0%
减持
COR
CENCORA INC
+$163.7K
3,645
-4%
减持
ESGD
ISHARES TR
-$163.4K
10,538
-22%
增持
GOOGL
ALPHABET INC
-$160.1K
4,628
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$152.6K
2,602
-5%
减持
VXUS
VANGUARD STAR FDS
-$141.3K
91,989
-7%
增持
CVX
CHEVRON CORP NEW
+$140.9K
3,866
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$140.1K
313,477
-2%
增持
SHY
ISHARES TR
+$139.4K
34,367
+4%
增持
PWP
PERELLA WEINBERG PARTNERS
-$134.5K
25,097
+0%
增持
EAGG
ISHARES TR
+$127.7K
27,601
+8%
减持
NULG
NUSHARES ETF TR
-$123.9K
10,179
-5%
减持
DIS
DISNEY WALT CO
-$120.8K
7,969
-2%
增持
EFG
ISHARES TR
+$115.9K
9,975
+10%
增持
ESML
ISHARES TR
-$104.8K
40,604
+3%
增持
NUSC
NUSHARES ETF TR
-$104.2K
42,357
+3%
减持
GE
GE AEROSPACE
+$103.2K
3,883
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$102.1K
1,755
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$98.5K
2,425
-0%
减持
SUSA
ISHARES TR
-$94.8K
11,739
-1%
减持
USMV
ISHARES TR
-$89.8K
16,497
-10%
增持
SCZ
ISHARES TR
+$84.8K
24,959
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$84.0K
1,669
-5%
增持
AMZN
AMAZON COM INC
-$83.6K
3,767
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$82.8K
2,422
+2%
增持
GOOG
ALPHABET INC
-$77.3K
2,467
+2%
增持
IWM
ISHARES TR
+$76.9K
2,030
+37%
减持
SCHF
SCHWAB STRATEGIC TR
-$74.4K
19,886
-21%
增持
AVGO
BROADCOM INC
-$74.2K
1,326
+4%
增持
RTX
RTX CORPORATION
+$73.8K
4,019
+1%
增持
KO
COCA COLA CO
+$72.7K
6,890
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$72.6K
79,967
-8%
增持
GILD
GILEAD SCIENCES INC
+$71.9K
3,570
+0%
减持
MUB
ISHARES TR
-$70.7K
5,627
-10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$70.2K
8,331
+22%
增持
DFAU
DIMENSIONAL ETF TRUST
-$67.0K
33,559
+0%
减持
VB
VANGUARD INDEX FDS
-$66.3K
2,795
-2%
增持
VTI
VANGUARD INDEX FDS
-$61.2K
4,359
+0%
减持
VXF
VANGUARD INDEX FDS
-$60.3K
2,782
-2%
增持
IUSG
ISHARES TR
-$59.2K
4,897
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.8K
1,472
-15%
减持
DFUV
DIMENSIONAL ETF TRUST
+$53.3K
849,792
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$52.2K
3,988
+28%
增持
CI
THE CIGNA GROUP
+$50.9K
952
+0%
减持
IAU
ISHARES GOLD TR
-$49.9K
12,797
-21%
增持
MGC
VANGUARD WORLD FD
-$47.3K
4,430
+0%
减持
PFE
PFIZER INC
-$47.1K
15,293
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.1K
5,807
+6%
减持
GLD
SPDR GOLD TR
+$42.9K
1,249
-5%
减持
PG
PROCTER AND GAMBLE CO
+$42.6K
23,143
-1%
减持
CAT
CATERPILLAR INC
-$40.0K
841
-4%
增持
VV
VANGUARD INDEX FDS
-$39.7K
3,386
+0%
增持
VGT
VANGUARD WORLD FD
-$39.5K
515
+0%
增持
CSCO
CISCO SYS INC
+$39.0K
4,528
+12%
减持
SLQD
ISHARES TR
-$38.5K
23,336
-4%
增持
NUDM
NUSHARES ETF TR
+$38.2K
17,181
+1%
减持
CVS
CVS HEALTH CORP
-$37.9K
4,152
-42%
增持
ORCL
ORACLE CORP
-$36.7K
1,562
+2%
增持
MCD
MCDONALDS CORP
+$33.6K
1,266
+1%
减持
CMI
CUMMINS INC
-$32.9K
831
-1%
建仓
SFIX
STITCH FIX INC
+$32.5K
10,000
减持
COST
COSTCO WHSL CORP NEW
+$31.6K
1,224
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$29.6K
1,564
-1%
增持
HSY
HERSHEY CO
+$26.7K
10,051
+1%
减持
VOE
VANGUARD INDEX FDS
-$25.1K
8,571
-1%
增持
IWO
ISHARES TR
-$23.4K
3,324
+10%
增持
BAC
BANK AMERICA CORP
-$22.4K
15,696
+2%
增持
GEV
GE VERNOVA INC
-$21.3K
1,013
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$20.4K
2,943
+1%
增持
ECL
ECOLAB INC
+$20.3K
884
+2%
增持
NFLX
NETFLIX INC
+$20.1K
357
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$19.8K
3,273
-6%
增持
BNY
BANK NEW YORK MELLON CORP
+$19.2K
2,695
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$19.2K
7,668
-13%
增持
IGIB
ISHARES TR
+$18.8K
17,635
+0%
减持
QUAL
ISHARES TR
-$18.4K
1,613
-2%
减持
PEP
PEPSICO INC
-$16.9K
2,318
-3%
减持
NULV
NUSHARES ETF TR
+$16.7K
16,744
-0%
增持
ITOT
ISHARES TR
-$16.6K
11,262
+4%
增持
IJJ
ISHARES TR
-$16.5K
3,177
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$15.9K
3,994
+1%
增持
USIG
ISHARES TR
+$13.1K
8,804
+1%
