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Betterment智能投顾 · 13F 持仓分析
期权收益计算器 机构排行

Betterment智能投顾

Betterment LLCNo.186 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$591.23亿
环比变动 Q1 2026
+$63.32亿+12.0%
持仓股票数
675
新买入
76
加仓
412
减仓
186
清仓
16
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
16.72%16.74%$98.84亿1.39亿股$88.39亿1.38亿股+79.6万股+0.58%加仓
G通用动力VTI
14.99%14.9%$88.61亿2,394.6万股$78.68亿2,452.7万股-58.1万股-2.37%减仓
S道富SPYM
14.55%13.28%$86.02亿9,788.1万股$70.13亿9,162.7万股+625.4万股+6.83%加仓
V先锋领航·FSTEVWO
5.44%5.46%$32.16亿5,388.2万股$28.85亿5,337.2万股+51.0万股+0.96%加仓
IiShares安硕信托GVI
3.83%3.94%$22.64亿2,104.0万股$20.79亿1,958.4万股+145.6万股+7.43%加仓
IiShares安硕信托ITOT
2.87%2.86%$16.98亿1,033.8万股$15.12亿1,061.8万股-28.0万股-2.63%减仓
IiShares安硕信托AGG
2.62%4.5%$15.46亿1,562.1万股$23.73亿2,390.5万股-828.4万股-34.65%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
2.26%0.56%$13.34亿2,841.7万股$2.94亿623.5万股+2,218.2万股+355.79%加仓
S道富SPMD
2.16%2.27%$12.75亿1,886.6万股$11.96亿2,019.9万股-133.4万股-6.60%减仓
S道富SPSM
1.87%1.74%$11.06亿1,918.1万股$9.19亿1,901.9万股+16.2万股+0.85%加仓
V先锋领航指数基金VTV
1.75%1.81%$10.37亿475.8万股$9.54亿486.5万股-10.6万股-2.19%减仓
V先锋领航·TOTALBNDX
1.66%1.77%$9.83亿2,030.2万股$9.32亿1,940.1万股+90.1万股+4.64%加仓
IiShares安硕信托IEFA
1.46%1.59%$8.65亿895.5万股$8.39亿926.3万股-30.7万股-3.32%减仓
S嘉信·USSCHX
1.43%1.39%$8.43亿2,862.7万股$7.33亿2,860.0万股+2.8万股+0.10%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.37%1.37%$8.10亿571.2万股$7.22亿576.9万股-5.7万股-1.00%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.18%1.31%$6.96亿1,375.8万股$6.91亿1,365.2万股+10.6万股+0.78%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.17%1.31%$6.93亿350.7万股$6.90亿374.2万股-23.5万股-6.28%减仓
V先锋领航·SMALLVBR
1.16%1.2%$6.84亿281.3万股$6.34亿291.7万股-10.4万股-3.57%减仓
IiShares安硕信托ITOT
1.12%1.08%$6.64亿405.9万股$5.72亿404.2万股+1.7万股+0.41%加仓
G高盛ETF信托GBIL
1.06%1.16%$6.27亿626.0万股$6.11亿609.9万股+16.1万股+2.64%加仓
S嘉信策略信托SCHF
0.96%0.99%$5.70亿2,056.1万股$5.25亿2,120.9万股-64.8万股-3.06%减仓
VVANGUARD EMERGINGVWOB
0.86%0.71%$5.06亿752.1万股$3.74亿570.0万股+182.1万股+31.94%加仓
SSPDR道富系列信托TFI
0.85%0.99%$5.05亿1,103.0万股$5.24亿1,156.4万股-53.4万股-4.62%减仓
IiShares安硕信托STIP
0.79%0.88%$4.65亿455.4万股$4.64亿448.8万股+6.6万股+1.48%加仓
IiShares安硕IEMG
0.76%0.75%$4.47亿540.0万股$3.94亿565.3万股-25.3万股-4.48%减仓
IiShares安硕信托EMB
0.75%0.96%$4.45亿461.4万股$5.08亿540.8万股-79.3万股-14.67%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.75%0.75%$4.43亿1,529.2万股$3.95亿1,571.8万股-42.6万股-2.71%减仓
IiShares安硕·ESGEFA
0.69%0.71%$4.08亿397.3万股$3.75亿391.9万股+5.4万股+1.37%加仓
SSPDR道富指数基金SPDW
0.68%0.71%$4.03亿800.3万股$3.77亿826.6万股-26.4万股-3.19%减仓
V先锋领航市政债券基金VTEB
0.6%0.65%$3.57亿706.2万股$3.46亿693.0万股+13.2万股+1.90%加仓
IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN
0.56%0.55%$3.30亿130.6万股$2.90亿130.1万股+4,884股+0.38%加仓
V先锋领航指数基金VOO
0.45%0.43%$2.65亿38.5万股$2.29亿38.2万股+2,738股+0.72%加仓
IiShares安硕信托IWS
0.39%0.41%$2.28亿138.7万股$2.16亿147.9万股-9.2万股-6.24%减仓
V先锋领航指数基金VUG
0.28%0.27%$1.68亿195.4万股$1.41亿32.2万股+163.2万股+507.23%加仓
IiShares安硕ESGE
0.28%0.27%$1.66亿304.2万股$1.45亿318.3万股-14.0万股-4.41%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
0.27%0.27%$1.62亿354.6万股$1.42亿329.0万股+25.6万股+7.77%加仓
DDimensional维度ETF信托DFAC
0.26%0.25%$1.56亿352.5万股$1.33亿342.7万股+9.8万股+2.85%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.24%0.24%$1.43亿64.7万股$1.28亿67.3万股-2.6万股-3.81%减仓
TTCW ETF TRUSTVOTE
0.24%0.23%$1.43亿162.1万股$1.23亿161.5万股+5,117股+0.32%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.23%0.23%$1.35亿386.8万股$1.22亿400.1万股-13.3万股-3.33%减仓
S道富SPYV
0.22%0.24%$1.31亿215.9万股$1.27亿224.7万股-8.9万股-3.94%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.22%0.21%$1.27亿251.8万股$1.11亿222.4万股+29.4万股+13.22%加仓
S道富SPYX
0.2%0.2%$1.21亿198.2万股$1.05亿197.1万股+1.0万股+0.52%加仓
SSPDR道富指数基金SPEM
0.18%0.19%$1.09亿210.0万股$1.01亿214.9万股-4.9万股-2.28%减仓
IiShares安硕信托IVV
0.18%0.18%$1.08亿14.5万股$9,588.0万14.7万股-2,031股-1.38%减仓
SSPDR道富系列信托KOMP
0.18%0.16%$1.07亿150.1万股$8,689.1万148.6万股+1.5万股+1.00%加仓
GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM
0.18%0.17%$1.05亿202.5万股$8,950.3万207.2万股-4.7万股-2.26%减仓
JJPMorgan Sustainable Municipal Income ETFJMSI
0.17%0.16%$1.00亿198.4万股$8,445.5万169.8万股+28.7万股+16.90%加仓
FIFTH THIRD BANCORP COMFITB
0.17%0.16%$9,933.9万177.6万股$8,413.1万178.9万股-1.3万股-0.73%减仓
G高盛ETF信托GSEU
0.15%0.16%$9,157.2万188.6万股$8,284.2万183.3万股+5.3万股+2.89%加仓

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