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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 78
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$16.9M
295,867
+1%
增持
QQQ
INVESCO QQQ TR
+$12.6M
147,672
+1%
减持
IWP
ISHARES TR
+$5.9M
348,373
-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
IVV
ISHARES TR
+$5.2M
68,119
+3%
减持
DFIS
DIMENSIONAL ETF TRUST
+$5.0M
1,345,355
-1%
增持
VTI
VANGUARD INDEX FDS
+$3.8M
16,474
+278%
减持
IEFA
ISHARES TR
+$3.8M
529,251
-1%
减持
IEMG
ISHARES INC
+$3.5M
643,312
-1%
减持
IWB
ISHARES TR
+$2.6M
89,455
-1%
减持
MRK
MERCK & CO INC
-$1.8M
162,545
-0%
增持
IVW
ISHARES TR
+$1.7M
84,287
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.6M
463,229
+2%
建仓
VOT
VANGUARD INDEX FDS
+$1.5M
5,398
增持
BIV
VANGUARD BD INDEX FDS
+$1.5M
299,186
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
424,837
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.4M
561,403
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.4M
172,142
+7%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
100,802
+10%
减持
AAPL
APPLE INC
-$1.1M
56,377
-1%
增持
IJH
ISHARES TR
+$1.1M
141,026
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
89,322
+12%
减持
IWS
ISHARES TR
+$1.0M
214,295
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$876.1K
300,250
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$787.2K
846,904
-0%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$769.0K
15,533
减持
VTES
VANGUARD WELLINGTON FD
-$759.8K
637,076
-2%
减持
SPTS
SPDR SERIES TRUST
-$658.5K
278,427
-8%
增持
VV
VANGUARD INDEX FDS
+$656.0K
5,350
+58%
增持
ACWI
ISHARES TR
+$634.6K
41,765
+3%
增持
IWF
ISHARES TR
+$532.8K
6,351
+6%
增持
NVDA
NVIDIA CORPORATION
+$512.9K
8,586
+10%
增持
META
META PLATFORMS INC
+$506.4K
3,113
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$487.4K
10,537
+0%
清仓
SGOV
ISHARES TR
-$454.6K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$439.6K
21,542
-0%
减持
LLY
ELI LILLY & CO
-$437.7K
9,384
-0%
增持
IVE
ISHARES TR
+$435.1K
35,845
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$426.5K
2,611
+0%
减持
IGSB
ISHARES TR
-$414.4K
30,371
-21%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$405.8K
16,199
+44%
增持
SUSA
ISHARES TR
+$391.7K
13,730
+17%
清仓
IJJ
ISHARES TR
-$380.4K
0
-100%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$362.6K
4,412
减持
NSC
NORFOLK SOUTHN CORP
+$358.8K
18,841
-0%
增持
ESGE
ISHARES INC
+$317.0K
57,091
+4%
减持
IXUS
ISHARES TR
+$316.7K
47,125
-1%
增持
NULG
NUSHARES ETF TR
+$310.5K
11,786
+16%
减持
DFGR
DIMENSIONAL ETF TRUST
+$308.2K
957,645
-1%
减持
VBR
VANGUARD INDEX FDS
-$297.1K
3,638
-33%
减持
—
EXXON MOBIL CORP
-$275.8K
23,980
-0%
增持
EAGG
ISHARES TR
+$273.7K
33,323
+21%
减持
PG
PROCTER AND GAMBLE CO
-$269.5K
23,064
-0%
增持
AVGO
BROADCOM INC
+$266.2K
1,771
+34%
增持
IJR
ISHARES TR
+$257.8K
38,853
+2%
增持
SCZ
ISHARES TR
+$241.5K
25,139
+1%
增持
JNJ
JOHNSON & JOHNSON
-$234.7K
19,329
+1%
增持
ESGD
ISHARES TR
+$233.9K
12,271
+16%
减持
LRGF
ISHARES TR
+$233.4K
79,263
-5%
增持
SUSB
ISHARES TR
+$233.3K
204,568
+4%
建仓
XLK
SELECT SECTOR SPDR TR
+$232.6K
918
清仓
SDY
SPDR SER TR
-$225.3K
0
-100%
清仓
AMGN
AMGEN INC
-$224.0K
0
-100%
增持
IUSG
ISHARES TR
+$220.7K
5,605
+14%
减持
GE
GE AEROSPACE
+$220.5K
3,876
-0%
建仓
V
VISA INC
+$219.8K
620
建仓
WMT
WALMART INC
+$214.2K
2,191
增持
DIS
DISNEY WALT CO
+$213.5K
8,064
+1%
建仓
GDX
VANECK ETF TRUST
+$212.2K
4,077
建仓
DISV
DIMENSIONAL ETF TRUST
+$212.2K
6,448
减持
VTV
VANGUARD INDEX FDS
-$206.1K
23,331
-7%
建仓
DGX
QUEST DIAGNOSTICS INC
+$203.3K
1,132
减持
GEV
GE VERNOVA INC
+$203.0K
968
-4%
清仓
OTIS
OTIS WORLDWIDE CORP
-$202.6K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$202.0K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$200.9K
0
-100%
增持
LQD
ISHARES TR
+$196.3K
30,803
+5%
增持
IWO
ISHARES TR
+$195.6K
3,656
+10%
增持
EFG
ISHARES TR
+$191.3K
10,615
+6%
增持
GLD
SPDR GOLD TR
+$190.7K
1,806
+45%
增持
MAR
MARRIOTT INTL INC NEW
+$188.7K
5,253
+0%
减持
MUB
ISHARES TR
-$181.1K
3,945
-30%
增持
NUDM
NUSHARES ETF TR
+$179.6K
20,480
+19%
增持
—
TRANE TECHNOLOGIES PLC
+$173.4K
1,682
+1%
增持
ESML
ISHARES TR
+$172.6K
41,912
+3%
增持
NULV
NUSHARES ETF TR
+$170.6K
20,244
+21%
增持
ISTB
ISHARES TR
+$166.5K
182,860
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$166.4K
108,142
-1%
增持
NUSC
NUSHARES ETF TR
+$165.3K
43,919
+4%
减持
CVX
CHEVRON CORP NEW
-$164.1K
3,370
-13%
减持
VUG
VANGUARD INDEX FDS
+$163.2K
14,264
-13%
增持
TSLA
TESLA INC
+$163.1K
1,924
+11%
增持
NFLX
NETFLIX INC
+$161.2K
369
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$160.6K
65,710
-3%
增持
AMZN
AMAZON COM INC
+$160.4K
3,998
+6%
减持
HSY
HERSHEY CO
-$152.1K
9,442
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$144.5K
12,495
+19%
增持
NEAR
ISHARES U S ETF TR
+$143.4K
51,072
+5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$142.2K
42,718
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$137.5K
2,965
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$133.8K
33,613
+0%
减持
SUB
ISHARES TR
-$131.5K
13,935
-9%
增持
ORCL
ORACLE CORP
+$125.6K
1,574
+1%
增持
IAU
ISHARES GOLD TR
+$118.9K
14,006
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$115.8K
2,436
+1%
增持
GOOGL
ALPHABET INC
+$114.2K
4,710
+2%
减持
SPSB
SPDR SERIES TRUST
-$111.3K
46,588
-8%
减持
MSFT
MICROSOFT CORP
+$106.7K
10,425
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$103.6K
1,757
+0%
增持
MMM
3M CO
+$89.0K
15,749
+0%
增持
IWM
ISHARES TR
+$79.4K
2,245
+11%
减持
AGG
ISHARES TR
-$79.3K
99,032
-1%
增持
VGT
VANGUARD WORLD FD
+$73.2K
531
+3%
减持
BAC
BANK AMERICA CORP
+$69.6K
15,312
-2%
增持
GOOG
ALPHABET INC
+$69.4K
2,564
+4%
减持
COR
CENCORA INC
+$66.7K
3,603
-1%
减持
PEP
PEPSICO INC
-$57.4K
2,197
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$56.8K
7,339
-12%
增持
CAT
CATERPILLAR INC
+$55.0K
856
+2%
增持
RTX
RTX CORPORATION
+$54.8K
4,022
+0%
减持
VXF
VANGUARD INDEX FDS
+$50.0K
2,746
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$49.0K
20,016
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$46.8K
2,440
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$40.6K
4,014
+1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$39.3K
79,108
-1%
减持
COST
COSTCO WHSL CORP NEW
+$37.2K
1,207
-1%
减持
VB
VANGUARD INDEX FDS
+$35.9K
2,767
-1%
增持
PM
PHILIP MORRIS INTL INC
+$32.3K
1,347
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$31.9K
42,015
-1%
减持
SLQD
ISHARES TR
-$30.2K
22,597
-3%
减持
VOE
VANGUARD INDEX FDS
+$27.7K
8,535
-0%
增持
PWP
PERELLA WEINBERG PARTNERS
+$27.5K
25,196
+0%
增持
PFE
PFIZER INC
+$26.3K
17,071
+12%
减持
SMLF
ISHARES TR
+$25.7K
4,997
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$24.4K
1,606
+3%
增持
MCD
MCDONALDS CORP
-$23.4K
1,274
+1%
减持
ITOT
ISHARES TR
+$22.8K
10,345
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$22.2K
5,574
-4%
增持
BNY
BANK NEW YORK MELLON CORP
+$20.8K
2,709
+1%
增持
QUAL
ISHARES TR
+$19.7K
1,616
+0%
增持
IWD
ISHARES TR
+$19.4K
3,059
+0%
减持
KO
COCA COLA CO
-$18.7K
6,711
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$18.0K
1,400
-5%
减持
INTF
ISHARES TR
+$17.2K
10,665
-5%
减持
CSCO
CISCO SYS INC
+$16.3K
4,262
-6%
减持
NOC
NORTHROP GRUMMAN CORP
-$15.7K
1,135
-0%
增持
SFIX
STITCH FIX INC
+$15.6K
13,000
+30%
增持
—
UNILEVER PLC
+$15.3K
9,043
+0%
增持
IGIB
ISHARES TR
+$15.1K
17,664
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$14.6K
3,276
+0%
减持
SHY
ISHARES TR
-$12.6K
34,161
-1%
