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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 84
减持 52
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$10.8M
280,269
-1%
增持
VTES
VANGUARD WELLINGTON FD
+$5.5M
725,519
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.0M
762,244
+12%
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
QQQ
INVESCO QQQ TR
-$3.3M
150,149
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$3.1M
390,234
+12%
增持
IWP
ISHARES TR
-$2.9M
337,918
+0%
减持
DFIS
DIMENSIONAL ETF TRUST
-$2.7M
1,186,543
-8%
减持
IWS
ISHARES TR
-$2.6M
180,890
-12%
减持
IWB
ISHARES TR
-$1.8M
86,531
-1%
减持
DFGR
DIMENSIONAL ETF TRUST
-$1.6M
908,162
-7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.5M
771,747
+0%
减持
LLY
ELI LILLY & CO
-$1.5M
9,406
-1%
增持
—
EXXON MOBIL CORP
+$1.3M
24,912
+3%
增持
ISTB
ISHARES TR
+$1.3M
245,302
+13%
减持
IEMG
ISHARES INC
+$1.1M
600,674
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
20,826
+7%
增持
AGG
ISHARES TR
+$1.0M
117,871
+10%
增持
MSFT
MICROSOFT CORP
-$1.0M
13,016
+8%
减持
IEFA
ISHARES TR
-$946.4K
509,667
-3%
减持
MRK
MERCK & CO INC
+$911.4K
132,124
-7%
减持
VUG
VANGUARD INDEX FDS
-$891.1K
11,133
-6%
增持
IVE
ISHARES TR
+$877.3K
45,666
+10%
增持
DFAE
DIMENSIONAL ETF TRUST
+$783.2K
482,096
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$712.3K
312,859
+4%
增持
LQD
ISHARES TR
+$703.4K
43,686
+19%
减持
NSC
NORFOLK SOUTHN CORP
-$629.0K
14,807
-12%
增持
NEAR
ISHARES U S ETF TR
+$612.5K
73,083
+20%
增持
GEV
GE VERNOVA INC
+$596.4K
1,396
+47%
清仓
VXF
VANGUARD INDEX FDS
-$574.2K
0
-100%
增持
SHY
ISHARES TR
+$539.8K
45,451
+17%
增持
IVV
ISHARES TR
+$530.5K
75,119
+6%
减持
VO
VANGUARD INDEX FDS
-$474.2K
15,330
-9%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$451.9K
11,118
-29%
减持
SPYM
SPDR SERIES TRUST
-$416.4K
40,924
-7%
增持
SCHV
SCHWAB STRATEGIC TR
+$414.7K
47,703
+36%
减持
GS
GOLDMAN SACHS GROUP INC
-$394.7K
2,370
-13%
增持
IVW
ISHARES TR
+$389.0K
104,868
+13%
减持
META
META PLATFORMS INC
-$375.3K
3,419
-3%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$375.2K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$347.9K
4,346
+20%
建仓
HD
HOME DEPOT INC
+$332.7K
1,012
减持
IWF
ISHARES TR
-$323.2K
6,075
-1%
减持
LRGF
ISHARES TR
-$318.7K
76,210
-1%
增持
IJR
ISHARES TR
+$291.5K
39,973
+3%
增持
IJH
ISHARES TR
+$289.6K
188,247
+0%
减持
SPSB
SPDR SERIES TRUST
-$287.9K
32,245
-23%
增持
AAPL
APPLE INC
-$277.4K
62,389
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$274.2K
10,475
-1%
增持
HSY
HERSHEY CO
+$271.5K
8,117
+4%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$264.8K
4,366
增持
COST
COSTCO WHOLESALE CORPORATION
+$251.9K
1,383
+6%
清仓
ISRG
INTUITIVE SURGICAL INC
-$246.6K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$243.8K
706
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$242.6K
1,021
增持
AMZN
AMAZON COM INC
+$236.6K
7,021
+32%
增持
MMM
3M CO
-$232.0K
15,788
+0%
增持
AVGO
BROADCOM INC
+$230.1K
3,561
+41%
增持
VGT
VANGUARD WORLD FD
+$230.0K
802
+84%
建仓
DGX
QUEST DIAGNOSTICS INC
+$224.2K
1,144
建仓
VRT
VERTIV HOLDINGS CO
+$223.2K
891
建仓
T
AT&T INC
+$221.9K
7,655
减持
QCOM
QUALCOMM INC
-$220.9K
2,500
-21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$218.4K
9,517
+49%
增持
SUSB
ISHARES TR
+$214.0K
253,896
+4%
建仓
MU
MICRON TECHNOLOGY INC
+$209.9K
621
建仓
—
EATON CORP PLC
+$201.0K
562
建仓
SGOV
ISHARES TR
+$200.5K
1,992
增持
VTI
VANGUARD INDEX FDS
-$193.9K
16,557
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$191.4K
403,522
-5%
增持
CAT
CATERPILLAR INC
+$185.6K
1,352
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$178.1K
185,127
-1%
增持
IWO
ISHARES TR
+$173.3K
5,512
+14%
增持
IGSB
ISHARES TR
+$165.4K
34,385
+11%
增持
SCZ
ISHARES TR
+$160.6K
28,970
+6%
增持
TSLA
TESLA INC
-$160.3K
2,305
+2%
增持
EFG
ISHARES TR
+$154.5K
14,766
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$150.7K
3,135
+2%
增持
GOOGL
ALPHABET INC
-$140.7K
7,314
+2%
减持
COR
CENCORA INC
-$140.6K
3,311
-5%
增持
KO
COCA COLA CO
+$139.1K
9,007
+15%
增持
NOC
NORTHROP GRUMMAN CORP
+$138.0K
1,165
+1%
减持
VOE
VANGUARD INDEX FDS
-$137.1K
7,478
-12%
减持
ITOT
ISHARES TR
-$127.2K
8,923
-5%
减持
SUSA
ISHARES TR
-$125.8K
15,892
-0%
增持
ACWI
ISHARES TR
-$122.3K
46,611
+0%
增持
SCHK
SCHWAB STRATEGIC TR
-$121.8K
90,988
+0%
增持
VOT
VANGUARD INDEX FDS
-$118.8K
5,463
+0%
增持
DIS
DISNEY WALT CO
-$116.6K
8,332
+3%
增持
MGK
VANGUARD WORLD FD
-$111.7K
2,468
+0%
减持
SPTS
SPDR SERIES TRUST
-$111.3K
266,705
-1%
减持
ESGE
ISHARES INC
-$107.1K
58,943
-7%
减持
MGC
VANGUARD WORLD FD
-$100.2K
4,076
-4%
减持
GE
GE AEROSPACE
-$97.9K
3,821
-0%
减持
IWD
ISHARES TR
-$92.8K
2,473
-16%
增持
BSV
VANGUARD BD INDEX FDS
+$91.3K
43,251
+3%
增持
—
CHUBB LTD SWITZ
+$90.5K
6,100
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$90.2K
5,320
+0%
减持
PFE
PFIZER INC
-$90.0K
8,914
-35%
增持
WMT
WALMART INC
+$87.3K
5,952
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$87.1K
31,894
-2%
增持
NULG
NUSHARES ETF TR
-$85.8K
12,851
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$84.5K
2,444
-21%
增持
SPEM
SPDR INDEX SHS FDS
+$84.3K
9,178
+24%
增持
BAC
BANK AMERICA CORP
-$84.3K
18,181
+3%
增持
AMAT
APPLIED MATLS INC
+$83.4K
958
+1%
增持
ORCL
ORACLE CORP
-$81.2K
1,783
+1%
清仓
OGN
ORGANON & CO
-$79.3K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$78.2K
44,158
+3%
增持
IUSG
ISHARES TR
-$71.2K
5,628
+0%
增持
TJX
TJX COS INC NEW
+$68.9K
1,800
+27%
增持
GILD
GILEAD SCIENCES INC
+$67.3K
3,714
+1%
增持
RTX
RTX CORPORATION
+$65.1K
5,475
+1%
减持
VV
VANGUARD INDEX FDS
-$61.9K
3,781
-0%
增持
JPM
JPMORGAN CHASE & CO
+$59.2K
3,704
+16%
减持
USMV
ISHARES TR
-$57.3K
15,857
-2%
减持
CSCO
CISCO SYS INC
-$55.5K
4,071
-16%
减持
VXUS
VANGUARD STAR FDS
+$55.1K
72,624
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$54.3K
1,753
+0%
增持
AME
AMETEK INC
+$51.8K
5,477
+0%
减持
EAGG
ISHARES TR
-$51.6K
36,902
-2%
减持
SCHM
SCHWAB STRATEGIC TR
+$50.3K
101,866
-1%
增持
SOLV
SOLVENTUM CORP
-$49.8K
3,990
+2%
减持
VTV
VANGUARD INDEX FDS
+$48.1K
22,550
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$47.6K
8,606
-10%
增持
PEP
PEPSICO INC
+$47.1K
2,536
+5%
减持
—
TRANE TECHNOLOGIES PLC
+$46.5K
1,717
-0%
增持
PM
PHILIP MORRIS INTL INC
+$44.6K
1,598
+17%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$44.5K
85,746
-2%
增持
GOOG
ALPHABET INC
-$43.3K
4,737
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$42.8K
7,365
+0%
增持
UL
UNILEVER PLC
-$41.4K
6,281
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$40.0K
1,842
+12%
减持
MUB
ISHARES TR
-$38.5K
3,139
-10%
增持
PG
PROCTER & GAMBLE CO
+$37.9K
23,178
+0%
增持
AMGN
AMGEN INC
+$36.3K
754
+8%
减持
ESML
ISHARES TR
+$34.0K
48,922
-1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$33.2K
80,292
+1%
增持
NFLX
NETFLIX INC.
+$32.5K
5,499
+4%
增持
SLV
ISHARES SILVER TR
+$32.4K
4,008
+7%
减持
AVLV
AMERICAN CENTY ETF TR
-$31.7K
3,484
-16%
增持
SCHG
SCHWAB STRATEGIC TR
-$30.3K
9,786
+1%
增持
CL
COLGATE PALMOLIVE CO
+$29.5K
3,680
+2%
减持
BLK
BLACKROCK INC
-$28.5K
211
-2%
增持
MCD
MCDONALDS CORP
+$27.8K
1,436
+5%
增持
V
VISA INC
-$26.5K
1,114
+8%
减持
VBR
VANGUARD INDEX FDS
-$26.3K
3,438
-6%
增持
CVS
CVS HEALTH CORP
-$26.2K
4,302
+2%
减持
GLD
SPDR GOLD TR
+$24.6K
1,667
-5%
增持
CMI
CUMMINS INC
+$24.4K
847
+0%
减持
VB
VANGUARD INDEX FDS
-$22.0K
2,680
-5%
