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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 77
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.0M
679,626
+16%
增持
VTES
VANGUARD WELLINGTON FD
+$3.1M
668,567
+5%
增持
LLY
ELI LILLY & CO
+$3.0M
9,457
+1%
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。
建仓
SCHK
SCHWAB STRATEGIC TR
+$3.0M
90,623
增持
IVV
ISHARES TR
+$2.4M
70,865
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.1M
770,002
-9%
减持
IWP
ISHARES TR
-$2.0M
337,442
-0%
减持
MRK
MERCK & CO INC
+$1.9M
142,332
-9%
建仓
—
CHUBB LIMITED
+$1.9M
6,080
减持
QQQ
INVESCO QQQ TR
+$1.8M
146,431
-0%
减持
VXUS
VANGUARD STAR FDS
-$1.7M
73,502
-25%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
422,976
+0%
增持
IJH
ISHARES TR
+$1.5M
188,223
+12%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
284,296
-3%
减持
VO
VANGUARD INDEX FDS
-$1.4M
16,802
-21%
建仓
AME
AMETEK INC
+$1.1M
5,466
建仓
SCHV
SCHWAB STRATEGIC TR
+$1.0M
35,130
清仓
LMT
LOCKHEED MARTIN CORP
-$1.0M
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$1.0M
347,522
+4%
增持
IVE
ISHARES TR
+$990.2K
41,331
+10%
增持
ISTB
ISHARES TR
+$968.6K
217,815
+10%
减持
VUG
VANGUARD INDEX FDS
-$918.7K
11,794
-15%
减持
IEFA
ISHARES TR
+$918.0K
526,343
-0%
减持
MSFT
MICROSOFT CORP
-$899.5K
12,083
-7%
增持
IVW
ISHARES TR
+$889.4K
93,077
+6%
减持
DFIS
DIMENSIONAL ETF TRUST
+$875.2K
1,294,191
-2%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$804.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$795.5K
7,169
+20%
建仓
SCMB
SCHWAB STRATEGIC TR
+$793.8K
30,817
增持
DFGR
DIMENSIONAL ETF TRUST
-$771.4K
973,477
+0%
减持
SUB
ISHARES TR
-$759.6K
6,905
-51%
减持
NSC
NORFOLK SOUTHN CORP
-$705.1K
16,897
-9%
增持
ACWI
ISHARES TR
+$683.7K
46,447
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$683.1K
186,450
+4%
增持
NVDA
NVIDIA CORPORATION
+$641.0K
13,029
+36%
增持
SUSB
ISHARES TR
+$602.8K
243,655
+11%
增持
DFAE
DIMENSIONAL ETF TRUST
+$568.9K
477,142
+0%
减持
AAPL
APPLE INC
+$528.7K
59,262
-3%
增持
AGG
ISHARES TR
+$516.6K
106,819
+5%
增持
GOOG
ALPHABET INC
+$494.0K
4,469
+20%
清仓
—
UNILEVER PLC
-$476.1K
0
-100%
建仓
GII
SPDR INDEX SHS FDS
+$466.6K
6,687
减持
IEMG
ISHARES INC
-$455.6K
606,379
-3%
建仓
SPSM
SPDR SERIES TRUST
+$415.2K
8,859
减持
JNJ
JOHNSON & JOHNSON
+$409.4K
19,421
-0%
建仓
UL
UNILEVER PLC
+$399.3K
6,105
增持
AMZN
AMAZON COM INC
+$391.3K
5,310
+40%
增持
LQD
ISHARES TR
+$379.9K
36,826
+12%
减持
IWS
ISHARES TR
-$371.3K
205,539
-2%
增持
CAT
CATERPILLAR INC
+$357.1K
1,348
+55%
建仓
ET
ENERGY TRANSFER L P
+$354.8K
21,519
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$352.3K
302,121
-1%
建仓
SPEM
SPDR INDEX SHS FDS
+$346.3K
7,397
清仓
PULS
PGIM ETF TR
-$330.1K
0
-100%
建仓
SPMD
SPDR SERIES TRUST
+$329.3K
5,686
增持
IWO
ISHARES TR
+$321.2K
4,819
+25%
增持
RTX
RTX CORPORATION
+$316.6K
5,404
+34%
建仓
SCHG
SCHWAB STRATEGIC TR
+$315.4K
9,668
清仓
GDX
VANECK ETF TRUST
-$311.5K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$305.5K
2,730
+4%
增持
NEAR
ISHARES U S ETF TR
+$293.3K
60,718
+11%
减持
IWB
ISHARES TR
+$290.4K
87,394
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$275.0K
5,318
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$257.8K
0
-100%
增持
SHY
ISHARES TR
+$250.5K
38,797
+9%
建仓
ISRG
INTUITIVE SURGICAL INC
+$246.6K
436
增持
SCHF
SCHWAB STRATEGIC TR
+$244.2K
29,541
+48%
建仓
AMAT
APPLIED MATLS INC
+$243.8K
949
增持
AVGO
BROADCOM INC
+$242.7K
2,520
+32%
建仓
SLV
ISHARES SILVER TR
+$240.7K
3,736
清仓
HD
HOME DEPOT INC
-$239.2K
0
-100%
建仓
BLK
BLACKROCK INC
+$231.0K
216
建仓
AMGN
AMGEN INC
+$229.2K
700
增持
PG
PROCTER AND GAMBLE CO
-$225.8K
23,096
+0%
清仓
LVS
LAS VEGAS SANDS CORP
-$223.2K
0
-100%
建仓
TD
TORONTO DOMINION BK ONT
+$222.7K
2,364
增持
EFG
ISHARES TR
+$220.4K
13,079
+17%
建仓
TJX
TJX COS INC NEW
+$218.5K
1,422
清仓
PEN
PENUMBRA INC
-$216.1K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$215.2K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$214.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$213.1K
3,075
+24%
增持
SUSA
ISHARES TR
+$212.9K
15,969
+8%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$208.9K
6,382
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$203.7K
0
-100%
建仓
MCK
MCKESSON CORP
+$201.7K
246
减持
HSY
HERSHEY CO
-$198.8K
7,781
-10%
增持
—
EXXON MOBIL CORP
+$186.5K
24,162
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$183.8K
87,244
-1%
增持
SCZ
ISHARES TR
+$172.3K
27,228
+8%
增持
BAC
BANK AMERICA CORP
+$169.4K
17,647
+14%
增持
IXUS
ISHARES TR
+$156.4K
46,866
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$155.9K
15,179
-15%
增持
QCOM
QUALCOMM INC
+$148.4K
3,174
+34%
增持
NULV
NUSHARES ETF TR
+$143.4K
24,183
+12%
减持
JPM
JPMORGAN CHASE & CO.
-$136.6K
3,198
-14%
增持
ESGD
ISHARES TR
+$135.2K
14,197
+9%
增持
V
VISA INC
+$126.5K
1,036
+49%
增持
QUAL
ISHARES TR
+$124.2K
2,210
+37%
增持
TSLA
TESLA INC
+$124.1K
2,262
+13%
增持
VTV
VANGUARD INDEX FDS
+$123.2K
22,914
+0%
减持
CVX
CHEVRON CORP NEW
-$111.1K
3,618
-15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$108.3K
59,577
+0%
增持
WMT
WALMART INC
+$106.9K
5,855
+11%
减持
LRGF
ISHARES TR
-$98.0K
77,035
-2%
增持
EAGG
ISHARES TR
+$87.3K
37,748
+5%
增持
ESGE
ISHARES INC
+$86.7K
63,103
+1%
减持
COR
CENCORA INC
+$84.1K
3,496
-0%
增持
MMM
3M CO
+$80.6K
15,771
+0%
增持
PWP
PERELLA WEINBERG PARTNERS
-$80.1K
20,340
+0%
增持
CMI
CUMMINS INC
+$79.1K
845
+1%
增持
NUSC
NUSHARES ETF TR
+$76.3K
51,982
+2%
减持
SPTS
SPDR SERIES TRUST
-$71.8K
269,595
-1%
增持
ESML
ISHARES TR
+$65.5K
49,289
+1%
增持
NUDM
NUSHARES ETF TR
+$65.1K
24,407
+12%
增持
NULG
NUSHARES ETF TR
+$62.7K
12,827
+7%
增持
CSCO
CISCO SYS INC
+$62.7K
4,822
+7%
增持
VOT
VANGUARD INDEX FDS
-$62.6K
5,462
+1%
减持
IWF
ISHARES TR
-$62.4K
6,156
-3%
减持
GLD
SPDR GOLD TR
+$57.2K
1,748
-2%
增持
GILD
GILEAD SCIENCES INC
+$56.6K
3,668
+3%
增持
CSL
CARLISLE COS INC
-$56.4K
6,412
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$55.9K
103,209
+0%
减持
OGN
ORGANON & CO
-$53.2K
11,062
-11%
增持
XLK
SELECT SECTOR SPDR TR
-$50.4K
1,842
+64%
减持
MUB
ISHARES TR
-$49.9K
3,470
-12%
减持
SPSB
SPDR SERIES TRUST
-$49.3K
41,639
-3%
减持
IJR
ISHARES TR
+$47.1K
38,922
-0%
增持
—
TRANE TECHNOLOGIES PLC
-$45.8K
1,719
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$45.7K
1,152
-0%
减持
VGT
VANGUARD WORLD FD
-$45.3K
437
-13%
增持
KO
COCA COLA CO
+$44.0K
7,808
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$43.8K
1,459
+2%
减持
VTI
VANGUARD INDEX FDS
-$43.2K
16,421
-3%
增持
NFLX
NETFLIX INC
+$40.5K
5,292
+1293%
减持
PFE
PFIZER INC
-$39.2K
13,666
-8%
减持
CL
COLGATE PALMOLIVE CO
-$38.5K
3,596
-11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$36.1K
32,609
+0%
增持
MGC
VANGUARD WORLD FD
+$34.6K
4,234
+0%
增持
IWM
ISHARES TR
+$34.5K
2,141
+5%
增持
VV
VANGUARD INDEX FDS
+$31.8K
3,786
+0%
增持
SYY
SYSCO CORP
-$31.6K
3,763
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$29.5K
15,578
+1%
增持
VB
VANGUARD INDEX FDS
+$28.9K
2,807
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$24.4K
2,765
+2%
减持
PEP
PEPSICO INC
-$24.4K
2,415
-9%
增持
AVLV
AMERICAN CENTY ETF TR
+$24.4K
4,125
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$21.8K
1,752
-0%
增持
CVS
CVS HEALTH CORP
+$21.0K
4,223
+1%
增持
MCD
MCDONALDS CORP
+$20.8K
1,370
+5%
