Gordian Advisors LLC
CIK 2011856 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $170.0M
- 持仓
- 65
- 截至
- 2026年6月30日
按 13F 价值排名第 6984（共 9443） · 前 74.0%
投资组合价值同比（季度）：+13.3% 13F不披露现金
- 前十大持仓权重
- 84.94%
- 前二十五大持仓权重
- 92.99%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.55% 估计买入 $6927693 · 卖出 $885561
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 95.6% 仍持有
- 新仓位
- 12
- 增加
- 23
- 减少
- 9
- 已结清
- 2
本页内容
行业细分
Technology
5.7%
Healthcare
1.3%
Retail
1.3%
Industrials
0.7%
Financials
0.5%
Communication Services
0.4%
Consumer products
0.3%
Consumer Discretionary
0.3%
Energy
0.3%
Logistics & Transportation
0.2%
Communications
0.2%
其他/未映射
88.8%
完整投资组合 65 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BIV | $34659196 | 20.38% | 451880 | $1693022 | 上涨 ×6 | ||
| SCHX | $32337447 | 19.02% | 1098792 | $4044988 | 下跌 ×6 | ||
| VTI | $29727745 | 17.48% | 80337 | $4888509 | 上涨 ×2 | ||
| VEA | $19008185 | 11.18% | 266782 | $1951964 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $9316609 | 5.48% | 108979 | $1232626 | 上涨 ×1 | ||
| SCHA | $5058029 | 2.97% | 139995 | $977323 | 下跌 ×6 | ||
| VWO | $4712720 | 2.77% | 78953 | $510079 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3900698 | 2.29% | 10457 | $30663 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3131322 | 1.84% | 10822 | $385156 | 上涨 ×5 | ||
| DFIC | $2565414 | 1.51% | 68852 | $113424 | 下跌 ×2 | ||
| BND Vanguard Total Bond Market ETF | $2200538 | 1.29% | 29976 | $-46955 | 下跌 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1887000 | 1.11% | 23877 | $31901 | 上涨 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1107043 | 0.65% | 4359 | $42324 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1033442 | 0.61% | 4336 | $130383 | |||
| IVV | $947610 | 0.56% | 1265 | $121423 | |||
| BRKB | $926722 | 0.55% | 1852 | $39244 | |||
| SPY SPY | $870594 | 0.51% | 1166 | $112948 | 上涨 ×2 | ||
| ESGV | $727418 | 0.43% | 5501 | $109858 | |||
| DFEM | $678438 | 0.40% | 16694 | $80929 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $602941 | 0.35% | 1842 | $61260 | 上涨 ×1 | ||
| IWF | $598149 | 0.35% | 4817 | $84613 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $560332 | 0.33% | 4947 | $-53922 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $522203 | 0.31% | 709 | $112907 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $517446 | 0.30% | 1464 | $97417 | |||
| CL Colgate-Palmolive Company Common Stock | $513408 | 0.30% | 5600 | $36120 | |||
| SBUX Starbucks Corporation - Common Stock | $462682 | 0.27% | 4528 | $57090 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $448126 | 0.26% | 421 | $150523 | 上涨 ×2 | ||
| VSGX | $445484 | 0.26% | 5410 | $58454 | 上涨 ×5 | ||
| VTEI | $435467 | 0.26% | 4313 | $4442 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $382056 | 0.22% | 800 | $111696 | |||
| IVW | $359844 | 0.21% | 2616 | $63894 | |||
| NVDA NVIDIA Corporation - Common Stock | $342487 | 0.20% | 1712 | $-43018 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $341979 | 0.20% | 473 | 上涨 ×1 | |||
| EAGG | $340898 | 0.20% | 7190 | $2122 | 上涨 ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $339030 | 0.20% | 362 | $-22016 | |||
| DFAU | $337754 | 0.20% | 6534 | $43020 | 上涨 ×1 | ||
| GLD | $337436 | 0.20% | 916 | $-56710 | |||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $333330 | 0.20% | 1000 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $310997 | 0.18% | 859 | $9962 | 上涨 ×6 | ||
| RTX RTX Corporation Common Stock | $310865 | 0.18% | 1638 | $-4743 | 上涨 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $307082 | 0.18% | 256 | $71918 | |||
| AVGO Broadcom Inc. - Common Stock | $300311 | 0.18% | 795 | $22243 | 下跌 ×1 | ||
| FITB Fifth Third Bancorp - Common Stock | $299325 | 0.18% | 5310 | $52622 | |||
| IBM International Business Machines Corporation Common Stock | $298240 | 0.18% | 1061 | $41844 | 上涨 ×6 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $291734 | 0.17% | 1790 | $35352 | |||
| DFUV | $285740 | 0.17% | 5194 | $34265 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $281569 | 0.17% | 5814 | $4171 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $280688 | 0.17% | 2390 | 上涨 ×1 | |||
| IWM | $266499 | 0.16% | 887 | $46523 | |||
| CVX Chevron Corporation Common Stock | $265216 | 0.16% | 1600 | $-65824 | |||
| SYK Stryker Corporation Common Stock | $259743 | 0.15% | 825 | $-11344 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $257671 | 0.15% | 2005 | $16463 | |||
| VONV Vanguard Russell 1000 Value ETF | $250679 | 0.15% | 2358 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $247812 | 0.15% | 703 | $16765 | |||
| XOM Exxon Mobil Corporation Common Stock | $245002 | 0.14% | 1792 | $-62422 | 下跌 ×1 | ||
| IWD | $242558 | 0.14% | 1001 | $28776 | |||
| VONG Vanguard Russell 1000 Growth ETF | $233637 | 0.14% | 1828 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $232364 | 0.14% | 400 | 上涨 ×1 | |||
| EFV | $232125 | 0.14% | 3032 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $230858 | 0.14% | 200 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $227975 | 0.13% | 610 | $16566 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $223242 | 0.13% | 190 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $212296 | 0.12% | 594 | ||||
| Q Qnity Electronics, Inc. Common Stock | $209200 | 0.12% | 1281 | 上涨 ×1 | |||
| IJR | $203630 | 0.12% | 1373 | 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）
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。