13FBOX
Topel & Distasi Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Topel & Distasi Wealth Management, LLC

No.7029 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.07亿
环比变动 Q1 2026
+$1,380.5万+7.1%
持仓股票数
57
新买入
1
加仓
20
减仓
27
清仓
2
持股不变
9
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先锋领航指数基金VTV
10.18%10.2%$2,109.9万9.7万股$1,973.1万10.1万股-3,752股-3.73%减仓
V先锋领航指数基金VUG
9.71%8.83%$2,011.7万23.4万股$1,707.6万3.9万股+19.4万股+497.37%加仓
IiShares安硕信托IEFA
7.94%8.08%$1,645.0万17.0万股$1,562.7万17.3万股-2,297股-1.33%减仓
IiShares安硕信托GJS
7.56%7.71%$1,566.6万68.8万股$1,492.5万65.1万股+3.6万股+5.56%加仓
IiShares安硕·COREIJR
5.97%5.68%$1,237.3万8.3万股$1,098.5万8.8万股-4,937股-5.59%减仓
IiShares安硕信托LQD
5.87%5.88%$1,216.5万11.2万股$1,138.4万10.4万股+7,081股+6.78%加仓
V先锋领航·TOTALBNDX
4.79%4.89%$992.9万20.5万股$946.1万19.7万股+8,124股+4.13%加仓
IiShares安硕·COREIJH
3.76%3.68%$778.4万10.1万股$712.2万10.5万股-4,523股-4.29%减仓
IiShares安硕信托HYG
3.03%3.14%$628.0万7.9万股$607.1万7.6万股+2,212股+2.90%加仓
IiShares安硕·RUSSELLIWF
2.7%2.52%$560.4万4.5万股$488.3万1.1万股+3.4万股+294.08%加仓
IiShares安硕信托USRT
2.51%2.48%$521.1万7.8万股$479.2万8.1万股-2,533股-3.13%减仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
2.43%2.5%$503.9万13.6万股$483.3万13.1万股+4,923股+3.75%加仓
V先锋领航指数基金VV
2.11%2.01%$436.5万1.3万股$388.4万1.3万股-305股-2.35%减仓
V先锋领航·FTSEVEA
2.06%2.19%$426.6万6.0万股$422.9万6.6万股-6,122股-9.28%减仓
IiShares安硕信托IWD
1.78%1.73%$369.9万1.5万股$334.6万1.6万股-400股-2.55%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.7%1.83%$353.3万4.3万股$354.8万4.3万股+59股+0.14%加仓
V先锋领航斯科茨代尔基金BSV
1.68%1.81%$348.7万4.4万股$349.9万4.4万股-18股-0.04%减仓
IISHARES INTERNATIONAL TREASURY BOND ETFIGOV
1.67%1.72%$346.8万8.5万股$333.3万8.1万股+3,364股+4.14%加仓
V先锋领航全球基金ESGV
1.61%1.46%$334.4万2.5万股$282.9万2.5万股+89股+0.35%加仓
S道富SPYV
1.6%1.59%$330.9万5.4万股$308.0万5.4万股00.00%持仓不变
IiShares安硕·RUSSELLIWB
1.57%1.47%$324.9万7,934股$283.6万7,953股-19股-0.24%减仓
IiShares安硕信托DSI
1.56%1.42%$322.6万2.3万股$274.6万2.3万股+1股+0.00%加仓
V先锋领航指数基金VB
1.41%1.42%$292.6万9,652股$275.6万1.1万股-869股-8.26%减仓
V先锋领航·MIDVO
1.29%1.28%$267.7万3.3万股$247.6万8,623股+2.5万股+285.27%加仓
IiShares安硕·S&PIUSG
1.24%1.09%$256.3万1.4万股$211.3万1.4万股00.00%持仓不变
V先锋领航·FSTEVWO
1.21%1.21%$250.7万4.2万股$234.8万4.3万股-1,429股-3.29%减仓
IiShares安硕信托IBDU
1.09%1.09%$225.4万9.7万股$210.9万9.1万股+6,197股+6.80%加仓
V先锋领航斯科茨代尔基金VCIT
1.08%1.2%$224.4万2.7万股$231.5万2.8万股-826股-2.95%减仓
V先锋领航全球基金VSGX
0.79%0.77%$163.4万2.0万股$149.3万2.1万股-971股-4.67%减仓
FIFTH THIRD BANCORP COMFITB
0.69%0.67%$143.2万2.6万股$129.5万2.8万股-1,957股-7.10%减仓
SSPDR道富指数基金SPEM
0.64%0.86%$132.6万2.6万股$166.2万3.5万股-9,810股-27.69%减仓
艺康ECL
0.6%0.62%$124.7万4,474股$119.0万4,474股00.00%持仓不变
S道富SLYG
0.49%0.43%$102.5万8,603股$83.1万8,603股00.00%持仓不变
iShares安硕信托FITB
0.43%0.42%$88.1万1.7万股$80.6万1.8万股-859股-4.84%减仓
IiShares安硕信托HYBB
0.42%0.43%$87.5万1.9万股$83.0万1.8万股+812股+4.53%加仓
V先锋领航斯科茨代尔基金VGIT
0.4%0.43%$82.0万1.4万股$83.3万1.4万股-84股-0.60%减仓
苹果AAPL
0.35%0.49%$73.1万2,525股$94.3万3,717股-1,192股-32.07%减仓
IiShares安硕信托AOA
0.35%0.33%$72.1万7,383股$64.4万7,275股+108股+1.48%加仓
V先锋领航·TOTALBND
0.35%0.34%$71.8万9,775股$65.1万8,841股+934股+10.56%加仓
微软MSFT
0.34%0.11%$70.5万1,889股$20.7万560股+1,329股+237.32%加仓
Meta平台META
0.3%0.29%$62.4万1,107股$55.2万964股+143股+14.83%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.3%0.3%$61.4万3,107股$57.3万3,107股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.25%0.27%$52.3万6,245股$51.8万6,893股-648股-9.40%减仓
SSPDR标普500 ETFSPY
0.24%0.23%$50.4万675股$43.9万675股00.00%持仓不变
亚马逊AMZN
0.23%0.21%$46.9万1,969股$39.8万1,909股+60股+3.14%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.18%0.18%$38.2万3,466股$34.3万3,532股-66股-1.87%减仓
IiShares安硕信托EEM
0.18%0.18%$37.6万5,492股$35.4万6,231股-739股-11.86%减仓
IiShares安硕ESGE
0.17%0.17%$36.1万6,607股$32.6万7,175股-568股-7.92%减仓
V先锋领航·MALVERN FDSVTIP
0.15%0.17%$30.9万6,143股$33.2万6,639股-496股-7.47%减仓
强生JNJ
0.15%0.15%$30.4万1,198股$29.3万1,198股00.00%持仓不变

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