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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 94
减持 49
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$11.7M
293,516
-1%
减持
QQQ
INVESCO QQQ TR
+$6.7M
146,799
-1%
增持
AAPL
APPLE INC
+$4.0M
61,196
+9%
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
+$3.8M
68,902
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$2.9M
333,353
+11%
减持
IEMG
ISHARES INC
+$2.6M
625,249
-3%
增持
IJH
ISHARES TR
+$2.2M
167,929
+19%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
849,891
+0%
减持
IEFA
ISHARES TR
+$2.0M
528,789
-0%
减持
IWB
ISHARES TR
+$2.0M
88,503
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.9M
585,903
+4%
减持
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
1,320,123
-2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.6M
474,837
+3%
增持
MSFT
MICROSOFT CORP
+$1.6M
13,019
+25%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
179,768
+4%
增持
IVW
ISHARES TR
+$1.3M
87,668
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
421,688
-1%
减持
IWS
ISHARES TR
+$1.0M
210,228
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$797.0K
969,998
+1%
增持
IVE
ISHARES TR
+$770.2K
37,649
+5%
减持
NSC
NORFOLK SOUTHN CORP
+$761.0K
18,587
-1%
增持
ISTB
ISHARES TR
+$753.7K
197,582
+8%
增持
JNJ
JOHNSON & JOHNSON
+$657.3K
19,468
+1%
增持
GOOGL
ALPHABET INC
+$618.3K
5,957
+26%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$570.6K
305,773
+2%
增持
VTI
VANGUARD INDEX FDS
+$541.8K
16,909
+3%
减持
VTES
VANGUARD WELLINGTON FD
+$540.0K
636,155
-0%
增持
ACWI
ISHARES TR
+$517.1K
42,593
+2%
增持
ESML
ISHARES TR
+$468.5K
48,819
+16%
增持
ESGE
ISHARES INC
+$464.3K
62,196
+9%
增持
NUSC
NUSHARES ETF TR
+$455.4K
50,899
+16%
增持
GOOG
ALPHABET INC
+$453.6K
3,730
+45%
增持
NVDA
NVIDIA CORPORATION
+$432.4K
9,588
+12%
减持
VUG
VANGUARD INDEX FDS
+$419.3K
13,913
-2%
增持
SUSB
ISHARES TR
+$398.0K
219,163
+7%
增持
IJR
ISHARES TR
+$384.2K
38,967
+0%
减持
VV
VANGUARD INDEX FDS
-$366.1K
3,768
-30%
减持
LRGF
ISHARES TR
+$363.4K
78,844
-1%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$362.6K
0
-100%
增持
WMT
WALMART INC
+$331.2K
5,292
+142%
增持
AGG
ISHARES TR
+$328.3K
101,271
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$307.5K
3,700
+25%
增持
LQD
ISHARES TR
+$301.7K
32,995
+7%
增持
CSL
CARLISLE COS INC
-$283.6K
6,406
+0%
增持
TSLA
TESLA INC
+$281.8K
2,008
+4%
增持
IWF
ISHARES TR
+$279.5K
6,354
+0%
减持
VXUS
VANGUARD STAR FDS
+$274.7K
98,545
-2%
增持
SUSA
ISHARES TR
+$272.1K
14,834
+8%
建仓
BND
VANGUARD BD INDEX FDS
+$257.8K
3,466
减持
VO
VANGUARD INDEX FDS
+$248.5K
21,368
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$246.5K
2,630
+1%
建仓
HD
HOME DEPOT INC
+$239.2K
590
建仓
LVS
LAS VEGAS SANDS CORP
+$223.2K
4,150
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$209.5K
5,711
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$203.7K
667
减持
MRK
MERCK & CO INC
+$202.0K
155,714
-4%
增持
GE
GE AEROSPACE
+$200.6K
3,983
+3%
增持
NEAR
ISHARES U S ETF TR
+$199.6K
54,785
+7%
增持
IWO
ISHARES TR
+$190.2K
3,860
+6%
减持
SPTS
SPDR SERIES TRUST
-$189.6K
271,676
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$188.8K
10,557
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$183.5K
17,829
+10%
增持
CVX
CHEVRON CORP NEW
+$180.0K
4,267
+27%
减持
LLY
ELI LILLY & CO
-$174.9K
9,358
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$174.0K
87,889
-2%
减持
IXUS
ISHARES TR
+$167.2K
46,142
-2%
增持
ORCL
ORACLE CORP
+$151.3K
1,761
+12%
减持
IWP
ISHARES TR
-$144.0K
338,238
-3%
增持
AVGO
BROADCOM INC
+$141.2K
1,908
+8%
减持
PG
PROCTER AND GAMBLE CO
-$138.8K
23,011
-0%
增持
—
EXXON MOBIL CORP
+$136.2K
24,135
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$135.3K
1,153
+2%
增持
EAGG
ISHARES TR
+$134.7K
35,788
+7%
增持
SHY
ISHARES TR
+$132.0K
35,711
+5%
减持
VTV
VANGUARD INDEX FDS
+$129.6K
22,806
-2%
增持
ESGD
ISHARES TR
+$120.0K
13,065
+6%
增持
SCZ
ISHARES TR
+$111.6K
25,270
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$109.4K
59,483
-9%
减持
SPSB
SPDR SERIES TRUST
-$99.7K
43,142
-7%
增持
NULV
NUSHARES ETF TR
+$97.6K
21,588
+7%
增持
GEV
GE VERNOVA INC
+$96.7K
990
+2%
增持
MGK
VANGUARD WORLD FD
+$96.4K
2,484
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$93.1K
2,077
-15%
增持
NUDM
NUSHARES ETF TR
+$91.9K
21,762
+6%
增持
VOE
VANGUARD INDEX FDS
+$90.7K
8,560
+0%
增持
IUSG
ISHARES TR
+$87.4K
5,654
+1%
增持
RTX
RTX CORPORATION
+$87.3K
4,031
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$87.2K
1,760
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$85.1K
9,835
-21%
减持
GLD
SPDR GOLD TR
+$85.1K
1,788
-1%
增持
NULG
NUSHARES ETF TR
+$84.5K
11,984
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$83.0K
1,120
+22%
增持
CAT
CATERPILLAR INC
+$82.8K
870
+2%
减持
SPYM
SPDR SERIES TRUST
+$81.9K
45,202
-5%
减持
COST
COSTCO WHSL CORP NEW
-$81.3K
1,203
-0%
增持
PEP
PEPSICO INC
+$80.9K
2,642
+20%
增持
EFG
ISHARES TR
+$80.7K
11,148
+5%
增持
CMI
CUMMINS INC
+$80.5K
834
+0%
减持
—
UNILEVER PLC
-$77.0K
8,032
-11%
增持
BAC
BANK AMERICA CORP
+$76.7K
15,531
+1%
增持
DIS
DISNEY WALT CO
-$68.4K
8,137
+1%
增持
FSK
FS KKR CAP CORP
-$68.1K
27,333
+19%
减持
DFAU
DIMENSIONAL ETF TRUST
+$66.2K
32,562
-3%
增持
MAR
MARRIOTT INTL INC NEW
-$60.3K
5,279
+0%
减持
PWP
PERELLA WEINBERG PARTNERS
-$57.3K
20,261
-20%
减持
CARR
CARRIER GLOBAL CORPORATION
-$56.4K
3,977
-1%
增持
VBR
VANGUARD INDEX FDS
+$52.3K
3,650
+0%
增持
VOT
VANGUARD INDEX FDS
+$52.1K
5,403
+0%
减持
CI
THE CIGNA GROUP
-$50.5K
931
-4%
增持
IGSB
ISHARES TR
+$50.2K
31,163
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$49.8K
2,722
+0%
清仓
SFIX
STITCH FIX INC
-$48.1K
0
-100%
减持
HSY
HERSHEY CO
+$47.7K
8,632
-9%
增持
MMM
3M CO
+$46.8K
15,752
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$45.5K
79,150
+0%
减持
AMZN
AMAZON COM INC
-$42.9K
3,799
-5%
减持
VB
VANGUARD INDEX FDS
+$39.1K
2,733
-1%
增持
NFLX
NETFLIX INC
-$38.4K
380
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$35.8K
16,273
+5%
减持
PFE
PFIZER INC
-$34.3K
14,895
-13%
减持
MGC
VANGUARD WORLD FD
+$32.5K
4,215
-5%
减持
OGN
ORGANON & CO
-$30.7K
12,404
-26%
减持
PM
PHILIP MORRIS INTL INC
-$29.9K
1,328
-1%
增持
IWD
ISHARES TR
+$29.5K
3,063
+0%
增持
CVS
CVS HEALTH CORP
+$28.8K
4,167
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$27.8K
1,628
+1%
增持
META
META PLATFORMS INC
+$27.4K
3,166
+2%
增持
KO
COCA COLA CO
+$27.0K
7,567
+13%
增持
SYY
SYSCO CORP
+$26.8K
3,751
+1%
增持
MCD
MCDONALDS CORP
+$25.7K
1,309
+3%
增持
USIG
ISHARES TR
+$22.7K
9,156
+3%
减持
VGT
VANGUARD WORLD FD
+$22.0K
502
-5%
增持
INTF
ISHARES TR
+$21.5K
10,766
+1%
增持
QCOM
QUALCOMM INC
+$21.3K
2,371
+1%
增持
—
TRANE TECHNOLOGIES PLC
-$20.8K
1,694
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$20.3K
2,472
+1%
增持
QUAL
ISHARES TR
+$19.4K
1,619
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$19.0K
6,479
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$18.5K
41,668
-1%
增持
V
VISA INC
+$16.9K
693
+12%
减持
COR
CENCORA INC
+$16.3K
3,509
-3%
增持
IGIB
ISHARES TR
+$15.7K
17,693
+0%
减持
SMLF
ISHARES TR
+$15.6K
4,776
-4%
增持
SUB
ISHARES TR
+$14.6K
14,014
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$14.2K
102,820
-5%
增持
CSCO
CISCO SYS INC
+$13.0K
4,512
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$12.8K
1,428
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.8K
5,757
+3%
减持
DGX
QUEST DIAGNOSTICS INC
+$11.8K
1,129
-0%
减持
SOLV
SOLVENTUM CORP
-$11.6K
3,917
-0%
