Sightline Wealth Advisors, LLC
CIK 1841979 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $273.3M
- 持仓
- 93
- 截至
- 2026年6月30日
按 13F 价值排名第 5454（共 9443） · 前 57.8%
投资组合价值同比（季度）：+15.7% 13F不披露现金
- 前十大持仓权重
- 57.92%
- 前二十五大持仓权重
- 83.08%
- 持仓高于 1%
- 23
- 有效持仓数量
- 22.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.65% 估计买入 $28269275 · 卖出 $4200436
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 77.5% 仍持有
- 新仓位
- 6
- 增加
- 65
- 减少
- 16
- 已结清
- 3
本页内容
行业细分
Technology
1.6%
Real Estate
1.2%
Retail
0.7%
Communication Services
0.5%
Financials
0.4%
Consumer products
0.2%
Healthcare
0.2%
Communications
0.1%
Industrials
0.1%
其他/未映射
94.9%
完整投资组合 93 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $29054358 | 10.63% | 395782 | $1718663 | 上涨 ×3 | ||
| RSP | $22505907 | 8.23% | 105776 | $1875246 | 下跌 ×6 | ||
| VTV | $22430188 | 8.21% | 102924 | $3040059 | 上涨 ×1 | ||
| SCHF | $15367014 | 5.62% | 554766 | $1499197 | 下跌 ×2 | ||
| SCHA | $14848236 | 5.43% | 410967 | $3427844 | 上涨 ×2 | ||
| VUG | $12606540 | 4.61% | 146349 | $2077385 | 上涨 ×6 | ||
| SCHM | $11903208 | 4.35% | 322842 | $1617856 | 下跌 ×5 | ||
| SCHV | $11460281 | 4.19% | 329224 | $2438475 | 上涨 ×3 | ||
| SCHJ | $10277607 | 3.76% | 416772 | $1041920 | 上涨 ×4 | ||
| VEU | $7876225 | 2.88% | 94044 | $1280237 | 上涨 ×6 | ||
| SPYG | $7044268 | 2.58% | 59201 | $1583537 | 上涨 ×3 | ||
| VEA | $6676117 | 2.44% | 93700 | $1268176 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6414995 | 2.35% | 8711 | $1262797 | 下跌 ×5 | ||
| SPY SPY | $6399346 | 2.34% | 8569 | $839039 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5031438 | 1.84% | 63665 | $319686 | 上涨 ×3 | ||
| SCHG | $4978575 | 1.82% | 147121 | $1414613 | 上涨 ×6 | ||
| BKAG | $4719053 | 1.73% | 112492 | $538454 | 上涨 ×2 | ||
| SCHE | $4462044 | 1.63% | 123057 | $410942 | 上涨 ×1 | ||
| IBDS | $4393392 | 1.61% | 181395 | $985357 | 上涨 ×1 | ||
| IBDT | $3726868 | 1.36% | 147599 | $1110406 | 上涨 ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $3637216 | 1.33% | 48335 | $40389 | 上涨 ×6 | ||
| SKT Tanger Inc. Common Stock | $3212306 | 1.18% | 81386 | $-52629 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $2945075 | 1.08% | 9721 | $839471 | 上涨 ×1 | ||
| NAD Nuveen Quality Municipal Income Fund Common Stock | $2592387 | 0.95% | 213893 | $275154 | 上涨 ×2 | ||
| IWB | $2542485 | 0.93% | 6209 | $278245 | 下跌 ×2 | ||
| IBDU | $2525685 | 0.92% | 109054 | $1265210 | 上涨 ×6 | ||
| VB | $2094234 | 0.77% | 6909 | $273556 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1908484 | 0.70% | 6596 | $447447 | 上涨 ×1 | ||
| SCHZ | $1903520 | 0.70% | 82297 | $-3535 | 上涨 ×1 | ||
| IBDR | $1755102 | 0.64% | 72435 | $-747129 | 下跌 ×3 | ||
| PXH | $1716761 | 0.63% | 61577 | $248726 | 上涨 ×2 | ||
| VWO | $1655663 | 0.61% | 27738 | $198720 | 上涨 ×1 | ||
| VOO | $1628608 | 0.60% | 2371 | $176903 | 下跌 ×1 | ||
| ABG Asbury Automotive Group Inc Common Stock | $1587929 | 0.58% | 7897 | $44776 | |||
| IBDV | $1490591 | 0.55% | 68376 | $845711 | 上涨 ×5 | ||
| IVV | $1303033 | 0.48% | 1740 | $168632 | 上涨 ×1 | ||
| IWM | $1300164 | 0.48% | 4327 | $228898 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1233845 | 0.45% | 3308 | $27967 | 上涨 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1050542 | 0.38% | 11007 | $-144819 | 下跌 ×6 | ||
| IWF | $1047198 | 0.38% | 8434 | $138313 | 上涨 ×1 | ||
| VBR | $897237 | 0.33% | 3692 | $95998 | 上涨 ×1 | ||
| IWV | $883491 | 0.32% | 2072 | $117185 | 上涨 ×6 | ||
| SCHB | $836537 | 0.31% | 28886 | $156611 | 上涨 ×5 | ||
| VGLT Vanguard Long-Term Treasury ETF | $725618 | 0.27% | 13150 | $427 | 上涨 ×6 | ||
| SCHO | $708728 | 0.26% | 29359 | $-469533 | 下跌 ×2 | ||
| VTEB | $704439 | 0.26% | 13927 | $192713 | 上涨 ×1 | ||
| C Citigroup, Inc. Common Stock | $703675 | 0.26% | 5028 | $135720 | 上涨 ×6 | ||
| NWL Newell Brands Inc. - Common Stock | $666062 | 0.24% | 108479 | $398312 | 上涨 ×1 | ||
| VO | $660621 | 0.24% | 8199 | $155616 | 上涨 ×2 | ||
| VOOV | $657630 | 0.24% | 3000 | $46260 | |||
| VBK | $635972 | 0.23% | 1739 | $-79421 | 下跌 ×2 | ||
| EFA | $592810 | 0.22% | 5707 | $41597 | 上涨 ×1 | ||
| EEM | $591575 | 0.22% | 8647 | $102884 | 上涨 ×3 | ||
| VIG | $559800 | 0.20% | 2366 | $52882 | 上涨 ×4 | ||
| GNOM Global X Genomics & Biotechnology ETF | $540019 | 0.20% | 9502 | $116378 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $506512 | 0.19% | 7094 | $-175577 | |||
| PRF | $501963 | 0.18% | 9290 | $61823 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $492114 | 0.18% | 1377 | $153377 | 上涨 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $477400 | 0.17% | 19826 | $-76853 | 上涨 ×6 | ||
| XLK XLK | $459918 | 0.17% | 2414 | $174049 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $443796 | 0.16% | 1256 | $83510 | |||
| AIQ Global X Artificial Intelligence & Technology ETF | $437314 | 0.16% | 6665 | $105424 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $434014 | 0.16% | 376 | 上涨 ×1 | |||
| SPTS | $430470 | 0.16% | 14839 | $1548 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $416926 | 0.15% | 3681 | $-35882 | 上涨 ×2 | ||
| BILS | $399965 | 0.15% | 4025 | $3293 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $379022 | 0.14% | 4586 | $-4623 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $369367 | 0.14% | 1846 | $59458 | 上涨 ×1 | ||
| JXI | $345165 | 0.13% | 4062 | $-3550 | 上涨 ×1 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $326153 | 0.12% | 5848 | $58386 | 上涨 ×6 | ||
| SPHY | $310420 | 0.11% | 13243 | $27788 | 上涨 ×2 | ||
| AOA | $292573 | 0.11% | 2998 | $47786 | 上涨 ×4 | ||
| IJK | $273558 | 0.10% | 2328 | $39299 | |||
| XBI XBI | $271400 | 0.10% | 1715 | $52380 | |||
| TXN Texas Instruments Incorporated - Common Stock | $263847 | 0.10% | 885 | 上涨 ×1 | |||
| SCHD | $261839 | 0.10% | 8257 | $54985 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $257937 | 0.09% | 788 | $29963 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $254815 | 0.09% | 4472 | $43630 | 上涨 ×1 | ||
| VTI | $251634 | 0.09% | 680 | $34543 | 上涨 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $235181 | 0.09% | 2336 | $2394 | 上涨 ×6 | ||
| GBIL | $234444 | 0.09% | 2341 | $-1529 | 下跌 ×5 | ||
| DON | $227338 | 0.08% | 4022 | $17294 | 上涨 ×3 | ||
| NXP Nuveen Select Tax Free Income Portfolio Common Stock | $226814 | 0.08% | 15850 | $1049 | 上涨 ×4 | ||
| IXP | $226644 | 0.08% | 2008 | $-3561 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $225332 | 0.08% | 520 | 上涨 ×1 | |||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $217024 | 0.08% | 18486 | $46807 | 上涨 ×2 | ||
| CIEN Ciena Corporation Common Stock | $214866 | 0.08% | 438 | ||||
| NZF Nuveen Municipal Credit Income Fund | $213236 | 0.08% | 16817 | $45815 | 上涨 ×2 | ||
| IJR | $206996 | 0.08% | 1396 | 上涨 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $206669 | 0.08% | 485 | 上涨 ×1 | |||
| NIM Nuveen Select Maturities Municipal Fund Common Stock | $139808 | 0.05% | 14842 | $277 | 上涨 ×6 | ||
| VFL | $123630 | 0.05% | 11922 | $6192 | 上涨 ×1 | ||
| NUV Nuveen Municipal Value Fund, Inc. Common Stock | $122158 | 0.04% | 13249 | $3736 | 上涨 ×2 | ||
| 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 |
|---|---|---|---|
| BND | $29054358 | 10.63% | 上涨 ×3 |
| VUG | $12606540 | 4.61% | 上涨 ×6 |
| SCHV | $11460281 | 4.19% | 上涨 ×3 |
| SCHJ | $10277607 | 3.76% | 上涨 ×4 |
| VEU | $7876225 | 2.88% | 上涨 ×6 |
| SPYG | $7044268 | 2.58% | 上涨 ×3 |
| VEA | $6676117 | 2.44% | 上涨 ×6 |
| VCSH | $5031438 | 1.84% | 上涨 ×3 |
| SCHG | $4978575 | 1.82% | 上涨 ×6 |
| VCLT | $3637216 | 1.33% | 上涨 ×6 |
| IBDU | $2525685 | 0.92% | 上涨 ×6 |
| IBDV | $1490591 | 0.55% | 上涨 ×5 |
| IWM | $1300164 | 0.48% | 上涨 ×3 |
| IWV | $883491 | 0.32% | 上涨 ×6 |
| SCHB | $836537 | 0.31% | 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
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHA | 增持 | +18K | +$3.4M |
| VTV | 增持 | +4K | +$3.0M |
| SCHV | 增持 | +33K | +$2.4M |
| VUG | 增持 | +122K | +$2.1M |
| RSP | 削减 | -2K | +$1.9M |
| BND | 增持 | +25K | +$1.7M |
| SCHM | 削减 | -9K | +$1.6M |
| SPYG | 增持 | +3K | +$1.6M |
| SCHF | 削减 | -6K | +$1.5M |
| SCHG | 增持 | +25K | +$1.4M |
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 |
|---|---|---|---|---|
| IBHF | 2026年3月31日 | 38824 | $896068 | 不再跟踪 |
| IBHG | 2026年3月31日 | 36106 | $805875 | 不再跟踪 |
| IBHH | 2026年3月31日 | 30881 | $731119 | 不再跟踪 |
| SCYB | 2026年3月31日 | 15685 | $414392 | 不再跟踪 |
| FLBL | 2025年12月31日 | 16947 | $407078 | 不再跟踪 |
| QUAL | 2025年12月31日 | 1913 | $371993 | 不再跟踪 |
| EMXC | 2026年3月31日 | 4909 | $356791 | |
| CIEN | 2026年3月31日 | 1438 | $336306 | 1.0% |
| VFL | 2025年3月31日 | 31393 | $318009 | 不再跟踪 |
| VONG | 2025年12月31日 | 2512 | $302672 | |
| XLU | 2025年9月30日 | 3555 | $290298 | 不再跟踪 |
| DGRO | 2026年6月30日 | 3837 | $269280 | 不再跟踪 |
| CAT | 2025年6月30日 | 797 | $262851 | 108.3% |
| IBMP | 2025年12月31日 | 10149 | $258547 | 不再跟踪 |
| IEMG | 2025年3月31日 | 4891 | $255394 | 不再跟踪 |
| SPTM | 2026年3月31日 | 2942 | $242735 | 不再跟踪 |
| AOM | 2026年6月30日 | 5113 | $242190 | 不再跟踪 |
| GOOG | 2025年3月31日 | 1255 | $239081 | 117.7% |
| XLK | 2025年3月31日 | 963 | $223917 | 不再跟踪 |
| VYM | 2026年6月30日 | 1511 | $223807 | 不再跟踪 |
| GOOGL | 2025年3月31日 | 1177 | $222885 | 121.8% |
| FDN | 2025年12月31日 | 781 | $218556 | 不再跟踪 |
| SCYB | 2025年3月31日 | 8352 | $218500 | 不再跟踪 |
| IJK | 2025年3月31日 | 2328 | $211699 | 不再跟踪 |
| IBDQ | 2025年9月30日 | 8324 | $209588 | 不再跟踪 |
| KO | 2025年9月30日 | 2898 | $205065 | 37.4% |
| VTI | 2025年3月31日 | 702 | $203414 | 不再跟踪 |
| PG | 2025年12月31日 | 1318 | $202511 | 0.7% |
| SPYM | 2026年3月31日 | 2504 | $200847 | 不再跟踪 |
| SPSM | 2025年6月30日 | 4927 | $200841 | 不再跟踪 |
| SMTK | 2026年3月31日 | 12000 | $12780 | -57.8% |