BetterWealth, LLC
CIK 1911702 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $565.3M
- 持仓
- 86
- 截至
- 2026年6月30日
按 13F 价值排名第 3495（共 9443） · 前 37.0%
投资组合价值同比（季度）：+10.9% 13F不披露现金
- 前十大持仓权重
- 79.66%
- 前二十五大持仓权重
- 94.00%
- 持仓高于 1%
- 15
- 有效持仓数量
- 10.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.05% 估计买入 $10993701 · 卖出 $5621439
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.3% 仍持有
- 新仓位
- 4
- 增加
- 30
- 减少
- 24
- 已结清
- 3
本页内容
行业细分
Technology
10.2%
Communication Services
1.1%
Healthcare
0.7%
Consumer Discretionary
0.4%
Retail
0.3%
Utilities
0.2%
Energy
0.2%
Financials
0.2%
Communications
0.1%
Industrials
0.1%
其他/未映射
86.6%
完整投资组合 86 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $125879257 | 22.27% | 2837675 | $15885675 | 上涨 ×3 | ||
| DFAX | $66633788 | 11.79% | 1808735 | $4729290 | 下跌 ×1 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $51675288 | 9.14% | 682813 | $2116443 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $47455927 | 8.40% | 164003 | $2988881 | 下跌 ×1 | ||
| BIV | $39979568 | 7.07% | 521246 | $2779889 | 上涨 ×6 | ||
| EBI Longview Advantage ETF | $37838967 | 6.69% | 582580 | $4130316 | |||
| BSV | $23733234 | 4.20% | 304624 | $1334891 | 上涨 ×6 | ||
| AVUV | $20406904 | 3.61% | 163569 | $2316768 | 下跌 ×1 | ||
| CGXU | $20238367 | 3.58% | 584586 | $3146789 | 上涨 ×6 | ||
| AVRE | $16468915 | 2.91% | 347592 | $1533734 | 上涨 ×6 | ||
| CGDV | $12240309 | 2.17% | 248383 | $2006929 | 上涨 ×6 | ||
| CGGR | $10382490 | 1.84% | 219968 | $1803492 | 上涨 ×6 | ||
| AVEM | $10094902 | 1.79% | 104621 | $1303291 | 下跌 ×1 | ||
| DISV | $6654988 | 1.18% | 165836 | $114308 | 下跌 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5640368 | 1.00% | 15963 | $1034126 | 下跌 ×6 | ||
| DIHP | $5606912 | 0.99% | 164305 | $290833 | 下跌 ×6 | ||
| DUHP | $5235019 | 0.93% | 125450 | $494827 | 下跌 ×6 | ||
| DFEM | $5152029 | 0.91% | 126772 | $737667 | 下跌 ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5139758 | 0.91% | 62187 | $185689 | 上涨 ×6 | ||
| DFSV | $3663275 | 0.65% | 94439 | $277981 | 下跌 ×6 | ||
| DFSU | $2689870 | 0.48% | 57685 | $422343 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2271929 | 0.40% | 11355 | $281756 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2136636 | 0.38% | 8413 | $55732 | 下跌 ×6 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $2091435 | 0.37% | 18317 | $-81328 | |||
| VOO | $2037078 | 0.36% | 2966 | $262952 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1916674 | 0.34% | 4557 | $221866 | 下跌 ×1 | ||
| VCEB | $1643810 | 0.29% | 26192 | $49499 | 上涨 ×5 | ||
| DFSD | $1574843 | 0.28% | 32981 | $134900 | 上涨 ×3 | ||
| DFAT | $1222404 | 0.22% | 17488 | $114173 | 下跌 ×6 | ||
| DFSI | $1207079 | 0.21% | 26765 | $94397 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1029042 | 0.18% | 1423 | $542574 | |||
| DFUV | $1004529 | 0.18% | 18261 | $119609 | |||
| BRKB | $913712 | 0.16% | 1826 | $38693 | |||
| AMZN Amazon.com, Inc. - Common Stock | $902122 | 0.16% | 3785 | $212957 | 上涨 ×2 | ||
| VEA | $896235 | 0.16% | 12579 | $90190 | |||
| DFSB | $888081 | 0.16% | 17042 | $77973 | 上涨 ×5 | ||
| MU Micron Technology, Inc. - Common Stock | $844940 | 0.15% | 732 | $597303 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $838189 | 0.15% | 1138 | $182383 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $810603 | 0.14% | 2687 | $416446 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $784228 | 0.14% | 654 | $184691 | 上涨 ×2 | ||
| VV | $759286 | 0.13% | 2208 | $99484 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $694187 | 0.12% | 1195 | $451088 | |||
| ES Eversource Energy (D/B/A) Common Stock | $686710 | 0.12% | 9502 | $28619 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $678896 | 0.12% | 1820 | $145439 | 上涨 ×2 | ||
| VTI | $666705 | 0.12% | 1802 | $88698 | |||
| DFSE | $638765 | 0.11% | 13068 | $115196 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $604692 | 0.11% | 3648 | $-191459 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $593769 | 0.11% | 1495 | $117513 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $546184 | 0.10% | 1528 | $-7600 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $512832 | 0.09% | 1183 | $262109 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $499878 | 0.09% | 4256 | $170219 | 上涨 ×2 | ||
| ZYME Zymeworks Inc. - Common Stock | $486779 | 0.09% | 18622 | 上涨 ×1 | |||
| FNDE | $446836 | 0.08% | 11261 | $-11481 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $422319 | 0.07% | 3729 | $-41091 | |||
| VTV | $400555 | 0.07% | 1838 | $39939 | |||
| SCHF | $389961 | 0.07% | 14078 | $14404 | 下跌 ×1 | ||
| VB | $378265 | 0.07% | 1248 | $56128 | 上涨 ×1 | ||
| MAGS | $374548 | 0.07% | 5825 | $37047 | |||
| VXUS Vanguard Total International Stock ETF | $347481 | 0.06% | 4065 | $34061 | |||
| XOM Exxon Mobil Corporation Common Stock | $346880 | 0.06% | 2537 | $-83471 | |||
| VIG | $342011 | 0.06% | 1445 | $31162 | |||
| CAT Caterpillar, Inc. Common Stock | $338638 | 0.06% | 318 | $113348 | |||
| FNDX | $331277 | 0.06% | 10652 | $-4900 | 下跌 ×1 | ||
| SCHX | $304071 | 0.05% | 10332 | $11006 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $296234 | 0.05% | 905 | $30019 | |||
| WFC Wells Fargo & Company Common Stock | $291389 | 0.05% | 3526 | $10684 | |||
| SPY SPY | $284519 | 0.05% | 381 | $36739 | |||
| LRGF | $284066 | 0.05% | 3756 | $36170 | |||
| AVBH Avidbank Holdings, Inc. - Common Stock | $280227 | 0.05% | 8484 | $38433 | |||
| AVGO Broadcom Inc. - Common Stock | $278402 | 0.05% | 737 | $50293 | |||
| COST Costco Wholesale Corporation - Common Stock | $275964 | 0.05% | 295 | $-17983 | |||
| EXPO Exponent, Inc. - Common Stock | $274233 | 0.05% | 4667 | $-30224 | 上涨 ×1 | ||
| SCHB | $274222 | 0.05% | 9469 | $36550 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $270613 | 0.05% | 480 | $-2520 | 上涨 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $269609 | 0.05% | 1459 | ||||
| SBUX Starbucks Corporation - Common Stock | $265955 | 0.05% | 2603 | $32792 | |||
| FNDF | $249608 | 0.04% | 4731 | $-8791 | 下跌 ×1 | ||
| USB U.S. Bancorp Common Stock | $247096 | 0.04% | 4091 | $34479 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $245517 | 0.04% | 678 | $7666 | 上涨 ×1 | ||
| IWV | $234946 | 0.04% | 551 | $30701 | |||
| PCG Pacific Gas & Electric Co. Common Stock | $230955 | 0.04% | 13731 | $-10299 | |||
| VGSR Vert Global Sustainable Real Estate ETF | $226687 | 0.04% | 19911 | $31295 | 上涨 ×1 | ||
| SPTS | $226162 | 0.04% | 7796 | $-1325 | |||
| IWM | $220534 | 0.04% | 734 | 上涨 ×1 | |||
| PHG Koninklijke Philips N.V. NY Registry Shares | $218580 | 0.04% | 8039 | $6175 | 上涨 ×1 | ||
| VEU | $203164 | 0.04% | 2426 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DFAC | $125879257 | 22.27% | 上涨 ×3 |
| VBIL | $51675288 | 9.14% | 上涨 ×3 |
| BIV | $39979568 | 7.07% | 上涨 ×6 |
| BSV | $23733234 | 4.20% | 上涨 ×6 |
| CGXU | $20238367 | 3.58% | 上涨 ×6 |
| AVRE | $16468915 | 2.91% | 上涨 ×6 |
| CGDV | $12240309 | 2.17% | 上涨 ×6 |
| CGGR | $10382490 | 1.84% | 上涨 ×6 |
| VCIT | $5139758 | 0.91% | 上涨 ×6 |
| VCEB | $1643810 | 0.29% | 上涨 ×5 |
| DFSD | $1574843 | 0.28% | 上涨 ×3 |
| DFSB | $888081 | 0.16% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| AVMU | 2025年3月31日 | 36701 | $1693201 | 不再跟踪 |
| DFAS | 2025年3月31日 | 14295 | $930329 | 不再跟踪 |
| UNP | 2025年3月31日 | 2372 | $540911 | 27.7% |
| IWF | 2025年12月31日 | 1096 | $513183 | 不再跟踪 |
| SCHB | 2025年9月30日 | 19695 | $469332 | 不再跟踪 |
| TGT | 2025年3月31日 | 3300 | $446094 | 53.6% |
| VTI | 2025年9月30日 | 1290 | $391972 | 不再跟踪 |
| VV | 2025年9月30日 | 1348 | $384584 | 不再跟踪 |
| GOOGL | 2025年3月31日 | 1900 | $359747 | 121.8% |
| BKR | 2025年3月31日 | 7628 | $312901 | 47.7% |
| ITOT | 2025年12月31日 | 1845 | $268724 | 不再跟踪 |
| NFLX | 2026年6月30日 | 2710 | $260567 | 13.0% |
| QCOM | 2026年3月31日 | 1453 | $248536 | 25.8% |
| VBR | 2025年3月31日 | 1249 | $247537 | 不再跟踪 |
| AVGO | 2025年3月31日 | 1056 | $244823 | 117.5% |
| IP | 2025年3月31日 | 4500 | $242190 | -22.9% |
| VIG | 2025年9月30日 | 1148 | $234961 | 不再跟踪 |
| TD | 2026年6月30日 | 2480 | $231409 | -3.2% |
| VGUS | 2025年12月31日 | 2925 | $221306 | |
| PG | 2025年9月30日 | 1372 | $218598 | -6.1% |
| ROK | 2025年3月31日 | 740 | $211485 | 68.2% |
| INTU | 2026年6月30日 | 468 | $202354 | 38.7% |
| F | 2025年3月31日 | 11646 | $115296 | 39.4% |