Scott Capital Advisors, LLC
CIK 1905673 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $493.2M
- 持仓
- 58
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 3805（共 9443） · 前 40.3%
投资组合价值同比（季度）：+9.3% 13F不披露现金
- 前十大持仓权重
- 77.72%
- 前二十五大持仓权重
- 95.68%
- 持仓高于 1%
- 18
- 有效持仓数量
- 13.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 0.86% 估计买入 $40290101 · 卖出 $4052591
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q1 2026 · 95.1% 仍持有
- 新仓位
- 5
- 增加
- 34
- 减少
- 9
- 已结清
- 1
本页内容
行业细分
Technology
1.8%
Retail
0.4%
Consumer Discretionary
0.3%
Real Estate
0.2%
Healthcare
0.2%
Financials
0.2%
Industrials
0.1%
Communications
0.1%
Consumer Staples
0.1%
其他/未映射
96.8%
完整投资组合 58 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $75597534 | 15.33% | 121034 | $531189 | 上涨 ×1 | ||
| SCHD | $52843418 | 10.71% | 1729169 | $4433590 | 下跌 ×2 | ||
| BIV | $49458483 | 10.03% | 640986 | $6253648 | 上涨 ×5 | ||
| VUG | $38906907 | 7.89% | 84373 | $-1614439 | 上涨 ×1 | ||
| DGRO | $38724869 | 7.85% | 539569 | $3534336 | 上涨 ×5 | ||
| VB | $36858261 | 7.47% | 135454 | $2077021 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $29334515 | 5.95% | 48005 | $998724 | 上涨 ×1 | ||
| JPIE | $26353654 | 5.34% | 572035 | $688079 | 上涨 ×1 | ||
| FBND | $18004849 | 3.65% | 393205 | $2286016 | 上涨 ×5 | ||
| PYLD | $17207988 | 3.49% | 650832 | $16911402 | 上涨 ×1 | ||
| VO | $15422415 | 3.13% | 51980 | $423334 | 上涨 ×1 | ||
| VOE | $10799081 | 2.19% | 57117 | $875005 | 上涨 ×2 | ||
| JPST | $9885575 | 2.00% | 195754 | $-2683496 | 下跌 ×3 | ||
| IMCG | $9538813 | 1.93% | 114967 | $629162 | 上涨 ×2 | ||
| JEPI | $9085774 | 1.84% | 157904 | $682398 | 上涨 ×5 | ||
| CGDV | $5960599 | 1.21% | 133287 | $864100 | 上涨 ×2 | ||
| VEA | $5445506 | 1.10% | 80388 | $786049 | 上涨 ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $5022327 | 1.02% | 13542 | $-1421069 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3273208 | 0.66% | 41328 | $1755241 | 上涨 ×3 | ||
| SCHG | $2755462 | 0.56% | 90313 | $-136915 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2437411 | 0.49% | 12922 | $69662 | 上涨 ×3 | ||
| IVV | $2357187 | 0.48% | 3453 | $138722 | 上涨 ×5 | ||
| NULG | $2344852 | 0.48% | 24420 | $103369 | 上涨 ×3 | ||
| VYM | $2205075 | 0.45% | 14501 | $257244 | 上涨 ×3 | ||
| JPLD | $2043069 | 0.41% | 39203 | 上涨 ×1 | |||
| ESGV | $1654069 | 0.34% | 14032 | $68507 | 上涨 ×4 | ||
| CGMS | $1626256 | 0.33% | 59201 | $80159 | 上涨 ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1547643 | 0.31% | 10494 | $-12491 | 上涨 ×4 | ||
| BRKA | $1440006 | 0.29% | 2 | $-69594 | |||
| XLRE XLRE | $1408650 | 0.29% | 32897 | $97703 | 上涨 ×2 | ||
| VCEB | $1155815 | 0.23% | 18370 | $82784 | 上涨 ×5 | ||
| VTEB | $1120910 | 0.23% | 22311 | $41531 | 上涨 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1030022 | 0.21% | 4321 | $77215 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $792118 | 0.16% | 3041 | $-40238 | 下跌 ×5 | ||
| O Realty Income Corporation Common Stock | $761996 | 0.15% | 11953 | $139054 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $733395 | 0.15% | 2102 | $-211790 | |||
| COST Costco Wholesale Corporation - Common Stock | $732561 | 0.15% | 734 | $99958 | |||
| JNJ Johnson & Johnson Common Stock | $683589 | 0.14% | 2867 | $92209 | 上涨 ×3 | ||
| VIG | $662155 | 0.13% | 2990 | $54126 | 上涨 ×1 | ||
| CIFR Cipher Mining Inc. - Common Stock | $661200 | 0.13% | 40000 | $70800 | |||
| SUB | $571614 | 0.12% | 5364 | $-218198 | 下跌 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $467278 | 0.09% | 5633 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $348002 | 0.07% | 6624 | $-16165 | 上涨 ×4 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $313613 | 0.06% | 1222 | $41528 | |||
| VOT | $306760 | 0.06% | 1144 | $-12489 | |||
| SCHF | $303832 | 0.06% | 11619 | $4322 | 下跌 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $288307 | 0.06% | 2985 | $36979 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $280570 | 0.06% | 3412 | $22578 | 上涨 ×2 | ||
| CAG ConAgra Brands, Inc. Common Stock | $278219 | 0.06% | 18328 | $-39039 | |||
| WFC Wells Fargo & Company Common Stock | $267257 | 0.05% | 3129 | $-25837 | 下跌 ×3 | ||
| NKE Nike, Inc. Common Stock | $266560 | 0.05% | 6254 | $-131905 | |||
| SPYI | $264221 | 0.05% | 5170 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $253657 | 0.05% | 270 | $-36507 | |||
| C Citigroup, Inc. Common Stock | $252733 | 0.05% | 2032 | $14429 | 下跌 ×1 | ||
| SPHY | $213975 | 0.04% | 9136 | $-55265 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $212207 | 0.04% | 1674 | ||||
| VIGI Vanguard International Dividend Appreciation ETF | $210829 | 0.04% | 2314 | $-2175 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $210484 | 0.04% | 1340 | 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 |
|---|---|---|---|
| BIV | $49458483 | 10.03% | 上涨 ×5 |
| DGRO | $38724869 | 7.85% | 上涨 ×5 |
| FBND | $18004849 | 3.65% | 上涨 ×5 |
| JEPI | $9085774 | 1.84% | 上涨 ×5 |
| VEA | $5445506 | 1.10% | 上涨 ×5 |
| VCSH | $3273208 | 0.66% | 上涨 ×3 |
| NVDA | $2437411 | 0.49% | 上涨 ×3 |
| IVV | $2357187 | 0.48% | 上涨 ×5 |
| NULG | $2344852 | 0.48% | 上涨 ×3 |
| VYM | $2205075 | 0.45% | 上涨 ×3 |
| ESGV | $1654069 | 0.34% | 上涨 ×4 |
| ESGU | $1547643 | 0.31% | 上涨 ×4 |
| VCEB | $1155815 | 0.23% | 上涨 ×5 |
| VTEB | $1120910 | 0.23% | 上涨 ×5 |
| O | $761996 | 0.15% | 上涨 ×3 |
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
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| BIV | 增持 | +86K | +$6.3M |
| SCHD | 削减 | -36K | +$4.4M |
| DGRO | 增持 | +33K | +$3.5M |
| JPST | 削减 | -53K | -$2.7M |
| FBND | 增持 | +52K | +$2.3M |
| VB | 增持 | +617 | +$2.1M |
| VCSH | 增持 | +22K | +$1.8M |
| VUG | 增持 | +1K | -$1.6M |
| MSFT | 增持 | +219 | -$1.4M |
| QQQ | 增持 | +2K | +$999K |
1 个持仓已隐藏（数据完整性检查）
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。