BlueSky Wealth Advisors, LLC
CIK 1704107 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $863.3M
- 持仓
- 111
- 截至
- 2026年6月30日
按 13F 价值排名第 2700（共 9443） · 前 28.6%
投资组合价值同比（季度）：+11.2% 13F不披露现金
- 前十大持仓权重
- 56.25%
- 前二十五大持仓权重
- 84.23%
- 持仓高于 1%
- 26
- 有效持仓数量
- 19.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.71% 估计买入 $50065275 · 卖出 $30409830
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 80.4% 仍持有
- 新仓位
- 14
- 增加
- 32
- 减少
- 49
- 已结清
- 18
本页内容
行业细分
Technology
2.1%
Communication Services
1.6%
Retail
0.7%
Industrials
0.7%
Financials
0.5%
Consumer products
0.1%
Healthcare
0.1%
Energy
0.1%
Consumer Discretionary
0.1%
Logistics & Transportation
0.0%
Materials
0.0%
Financial Services
0.0%
其他/未映射
93.9%
完整投资组合 111 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $142851674 | 16.55% | 4853947 | $17575261 | 下跌 ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $49680387 | 5.75% | 842326 | $3148910 | 上涨 ×1 | ||
| VTV | $47743233 | 5.53% | 219076 | $10874953 | 上涨 ×2 | ||
| SCHF | $46225538 | 5.35% | 1668792 | $7543842 | 上涨 ×3 | ||
| SCHP | $43027078 | 4.98% | 1623663 | $2654195 | 上涨 ×6 | ||
| SCHA | $39633618 | 4.59% | 1096973 | $9415592 | 上涨 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $33759929 | 3.91% | 427179 | $-1281990 | 下跌 ×2 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $29296118 | 3.39% | 435695 | $2594633 | 上涨 ×4 | ||
| VV | $27251084 | 3.16% | 79239 | $3104901 | 下跌 ×2 | ||
| DFAE | $26185556 | 3.03% | 651220 | $6128213 | 上涨 ×1 | ||
| SCHE | $22596135 | 2.62% | 623170 | $1878773 | 下跌 ×2 | ||
| DFAT | $21318475 | 2.47% | 304985 | $2926851 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $21233698 | 2.46% | 438441 | $2297337 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $21088395 | 2.44% | 255153 | $1041380 | 上涨 ×1 | ||
| SHYG | $19245658 | 2.23% | 453800 | $1561770 | 上涨 ×1 | ||
| DFAX | $17703612 | 2.05% | 480554 | $1236892 | 下跌 ×2 | ||
| VSS | $17584277 | 2.04% | 113969 | $2958041 | 上涨 ×1 | ||
| DFIV | $17464828 | 2.02% | 323303 | $1764625 | 上涨 ×1 | ||
| MBB iShares MBS ETF | $17084112 | 1.98% | 180746 | $1365614 | 上涨 ×1 | ||
| FNDF | $13550140 | 1.57% | 256826 | $-219545 | 下跌 ×5 | ||
| VB | $11847142 | 1.37% | 39084 | $1330268 | 下跌 ×1 | ||
| TIP | $11221609 | 1.30% | 102546 | $-295515 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $10296515 | 1.19% | 29141 | $1622508 | 下跌 ×1 | ||
| VWO | $9759613 | 1.13% | 163505 | $495162 | 下跌 ×5 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $9496482 | 1.10% | 181196 | $-15144 | 上涨 ×1 | ||
| SCHC | $9234950 | 1.07% | 191915 | $729906 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7944722 | 0.92% | 39706 | $-5091285 | 下跌 ×1 | ||
| VEA | $7944660 | 0.92% | 111504 | $273568 | 下跌 ×1 | ||
| SCHV | $7631292 | 0.88% | 219227 | $1338410 | 上涨 ×1 | ||
| SPY SPY | $7160176 | 0.83% | 9588 | $2642858 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5653433 | 0.65% | 23720 | $-81073 | 下跌 ×1 | ||
| DFAC | $5618061 | 0.65% | 126647 | $696559 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $4761146 | 0.55% | 49369 | $100433 | 下跌 ×1 | ||
| VBR | $4586436 | 0.53% | 18875 | $162791 | 下跌 ×1 | ||
| SCHR | $4168526 | 0.48% | 169040 | $2727009 | 上涨 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $3868809 | 0.45% | 72763 | $2120426 | 上涨 ×1 | ||
| IVV | $3596919 | 0.42% | 4803 | $740432 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3237443 | 0.37% | 11188 | $-130435 | 下跌 ×1 | ||
| BRKB | $3133943 | 0.36% | 6263 | $1764869 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3000912 | 0.35% | 8397 | $452494 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $2827386 | 0.33% | 38515 | $-1774708 | 下跌 ×5 | ||
| AGG | $2824127 | 0.33% | 28532 | $-108792 | 下跌 ×6 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $2677865 | 0.31% | 14464 | $401955 | |||
| VTI | $2430536 | 0.28% | 6568 | $122722 | 下跌 ×1 | ||
| IJR | $2187276 | 0.25% | 14748 | $321383 | 下跌 ×1 | ||
| EFV | $2045569 | 0.24% | 26722 | $229050 | 上涨 ×1 | ||
| SCHZ | $1984186 | 0.23% | 85784 | $-3282565 | 下跌 ×2 | ||
| IEMG | $1918740 | 0.22% | 23162 | $303190 | |||
| CAT Caterpillar, Inc. Common Stock | $1734930 | 0.20% | 1629 | $557331 | 下跌 ×1 | ||
| SCHH | $1697658 | 0.20% | 71692 | $-763116 | 下跌 ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1641908 | 0.19% | 35076 | $1134895 | 上涨 ×1 | ||
| SCYB | $1394452 | 0.16% | 53264 | $306456 | 上涨 ×1 | ||
| IEFA | $1348257 | 0.16% | 13960 | $50962 | 下跌 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1161080 | 0.13% | 3547 | $64121 | 下跌 ×1 | ||
| GLD | $1056145 | 0.12% | 2867 | $131882 | 上涨 ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $1043398 | 0.12% | 10770 | $-27076 | 下跌 ×2 | ||
| GWW W.W. Grainger, Inc. Common Stock | $1033904 | 0.12% | 760 | $204888 | |||
| MU Micron Technology, Inc. - Common Stock | $976529 | 0.11% | 846 | $714365 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $948098 | 0.11% | 2542 | $-324067 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $924072 | 0.11% | 3286 | $96054 | 下跌 ×1 | ||
| HYG | $855746 | 0.10% | 10701 | $-1106627 | 下跌 ×2 | ||
| IWR | $825304 | 0.10% | 7481 | $97926 | |||
| IESC IES Holdings, Inc. - Common Stock | $808126 | 0.09% | 1100 | $284009 | |||
| NTRA Natera, Inc. - Common Stock | $794806 | 0.09% | 2928 | $203836 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $754418 | 0.09% | 1339 | $-122832 | 下跌 ×1 | ||
| VGK | $744179 | 0.09% | 8405 | $25846 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $736121 | 0.09% | 5384 | $-233681 | 下跌 ×1 | ||
| IWF | $622340 | 0.07% | 5012 | $88061 | 上涨 ×1 | ||
| IWM | $611691 | 0.07% | 2036 | $407600 | 上涨 ×1 | ||
| STRL Sterling Infrastructure, Inc. - Common Stock | $556496 | 0.06% | 663 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $551666 | 0.06% | 3764 | $-13582 | 下跌 ×1 | ||
| VNQ | $530654 | 0.06% | 5503 | $-320417 | 下跌 ×2 | ||
| IWP | $524733 | 0.06% | 3584 | $65551 | |||
| IAGG | $519561 | 0.06% | 10268 | $37075 | 上涨 ×1 | ||
| JNK | $499582 | 0.06% | 5184 | $-425935 | 下跌 ×4 | ||
| GE GE Aerospace Common Stock | $435428 | 0.05% | 1165 | $61110 | 下跌 ×1 | ||
| MDY | $434664 | 0.05% | 618 | $53506 | |||
| GEV GE Vernova Inc. Common Stock | $426474 | 0.05% | 363 | $-2120 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $426238 | 0.05% | 3965 | $30597 | 下跌 ×3 | ||
| WMT Walmart Inc. - Common Stock | $410854 | 0.05% | 3628 | $-204394 | 下跌 ×1 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $407704 | 0.05% | 9038 | 上涨 ×1 | |||
| INTC Intel Corporation - Common Stock | $402693 | 0.05% | 2884 | 上涨 ×1 | |||
| CLS Celestica, Inc. Common Stock | $387782 | 0.04% | 1063 | 上涨 ×1 | |||
| VPL | $386752 | 0.04% | 3343 | $60041 | |||
| XLV XLV | $379832 | 0.04% | 2394 | $28848 | |||
| TSLA Tesla, Inc. - Common Stock | $370977 | 0.04% | 882 | $-15271 | 下跌 ×1 | ||
| VEU | $350913 | 0.04% | 4190 | $36244 | |||
| AIP Arteris, Inc. - Common Stock | $337555 | 0.04% | 6947 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $321904 | 0.04% | 1742 | $33813 | 下跌 ×1 | ||
| SLV | $318147 | 0.04% | 5950 | 上涨 ×1 | |||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $312199 | 0.04% | 1148 | 上涨 ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $297878 | 0.03% | 750 | $59273 | |||
| POWL Powell Industries, Inc. - Common Stock | $292087 | 0.03% | 1020 | 上涨 ×1 | |||
| WDC Western Digital Corporation - Common Stock | $286785 | 0.03% | 449 | 上涨 ×1 | |||
| VXUS Vanguard Total International Stock ETF | $286768 | 0.03% | 3354 | $28109 | |||
| TTMI TTM Technologies, Inc. - Common Stock | $279034 | 0.03% | 1492 | 上涨 ×1 | |||
| RSP | $276601 | 0.03% | 1300 | $27105 | |||
| FNB F.N.B. Corporation Common Stock | $268475 | 0.03% | 14071 | $33208 | |||
| SNPS Synopsys, Inc. - Common Stock | $267642 | 0.03% | 600 | $61869 | 上涨 ×1 | ||
| LIN Linde plc - Ordinary Shares | $264659 | 0.03% | 510 | $-96750 | 下跌 ×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 |
|---|---|---|---|
| SCHF | $46225538 | 5.35% | 上涨 ×3 |
| SCHP | $43027078 | 4.98% | 上涨 ×6 |
| SCHA | $39633618 | 4.59% | 上涨 ×6 |
| VWOB | $29296118 | 3.39% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| STRL | $556496 | 663 | 0.06% |
| HPE | $407704 | 9038 | 0.05% |
| INTC | $402693 | 2884 | 0.05% |
| CLS | $387782 | 1063 | 0.04% |
| AIP | $337555 | 6947 | 0.04% |
| SLV | $318147 | 5950 | 0.04% |
| CRDO | $312199 | 1148 | 0.04% |
| POWL | $292087 | 1020 | 0.03% |
| WDC | $286785 | 449 | 0.03% |
| TTMI | $279034 | 1492 | 0.03% |
| TQQQ | $224046 | 2766 | 0.03% |
| GM | $222453 | 2886 | 0.03% |
| EAT | $210336 | 1252 | 0.02% |
| BK | $201586 | 1394 | 0.02% |
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 |
|---|---|---|---|---|
| IYR | 2026年3月31日 | 9869 | $926600 | 不再跟踪 |
| EFA | 2025年6月30日 | 9543 | $779950 | 不再跟踪 |
| BKNG | 2026年6月30日 | 94 | $395770 | 16.1% |
| UNH | 2025年6月30日 | 728 | $381290 | 24.2% |
| VGT | 2026年6月30日 | 500 | $348971 | 不再跟踪 |
| COST | 2026年6月30日 | 337 | $335806 | 0.8% |
| BMY | 2026年6月30日 | 5506 | $333939 | 14.6% |
| QQQ | 2026年6月30日 | 542 | $313108 | |
| XSD | 2025年12月31日 | 954 | $304468 | 不再跟踪 |
| XLF | 2025年6月30日 | 5793 | $288549 | 不再跟踪 |
| MRSH | 2026年6月30日 | 1635 | $283591 | 14.7% |
| VOO | 2026年6月30日 | 463 | $276933 | 不再跟踪 |
| XLF | 2025年12月31日 | 5139 | $276838 | 不再跟踪 |
| HD | 2025年12月31日 | 659 | $267020 | -2.5% |
| SMH | 2026年6月30日 | 685 | $262649 | -14.4% |
| PLTR | 2026年6月30日 | 1764 | $258038 | 48.3% |
| PEP | 2026年6月30日 | 1614 | $250573 | 5.3% |
| HD | 2025年6月30日 | 677 | $248114 | -8.5% |
| PCG | 2026年6月30日 | 14077 | $247333 | 6.3% |
| REGN | 2026年6月30日 | 320 | $247245 | 34.4% |
| AON | 2026年6月30日 | 765 | $246927 | 6.5% |
| BDX | 2025年6月30日 | 1059 | $242575 | 39.4% |
| SPGI | 2026年6月30日 | 528 | $224602 | 12.5% |
| MCD | 2026年6月30日 | 718 | $223181 | -0.6% |
| IESC | 2025年3月31日 | 1100 | $221056 | 308.6% |
| XLK | 2025年12月31日 | 780 | $219851 | 不再跟踪 |
| MA | 2026年3月31日 | 380 | $216934 | 15.1% |
| TJX | 2026年6月30日 | 1345 | $214814 | -6.8% |
| ABNB | 2026年6月30日 | 1693 | $213792 | 29.2% |
| XLK | 2026年6月30日 | 1561 | $207415 | 不再跟踪 |
| BDX | 2026年3月31日 | 1059 | $205520 | 20.1% |
| PANW | 2025年6月30日 | 1200 | $204768 | 68.1% |
| SNPS | 2025年3月31日 | 419 | $203366 | -7.1% |