Forvis Mazars Wealth Advisors, LLC
Springfield MO · SEC CIK 0001352864
$52.68亿2026Q1 申报市值
399持仓数
62.8%前十大占比 · 第一大 30.4%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$4,699.22万
VCRB 加仓+$2,612.23万
TSPA 加仓+$1,649.10万
HELO 加仓+$1,643.60万
GQGU 加仓+$1,383.55万
2026Q1 卖出最多 按季末市值估算
RIG 减仓-$855.38万
VOO 减仓-$769.83万
USMV 减仓-$599.98万
NVDA 减仓-$355.48万
MGC 减仓-$301.23万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $5,909.71万 | 1.12% | 1,520,771 | -61,943 | -3.9% | -$240.71万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $6,341.89万 | 1.20% | 1,268,632 | 38,093 | 3.1% | $190.43万 | 加仓 |
| IXUS | ISHARES TR | $6,522.86万 | 1.24% | 752,870 | -14,587 | -1.9% | -$126.38万 | 减仓 |
| MUB | ISHARES TR | $6,725.63万 | 1.28% | 633,596 | 2,714 | 0.4% | $28.81万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1.07亿 | 2.03% | 3,091,483 | 269,872 | 9.6% | $932.41万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $1.10亿 | 2.10% | 2,700,185 | 403,204 | 17.6% | $1,649.10万 | 加仓 |
| IVV | ISHARES TR | $1.12亿 | 2.12% | 171,207 | 4,631 | 2.8% | $302.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.29亿 | 2.44% | 2,818,729 | 110,352 | 4.1% | $503.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.33亿 | 2.53% | 223,124 | -12,883 | -5.5% | -$769.83万 | 减仓 |
| AGG | ISHARES TR | $1.51亿 | 2.87% | 1,525,036 | 45,149 | 3.1% | $448.19万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.56亿 | 2.97% | 6,230,006 | 36,116 | 0.6% | $90.65万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1.59亿 | 3.01% | 2,051,110 | 337,584 | 19.7% | $2,612.23万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.85亿 | 3.51% | 2,894,024 | 257,174 | 9.8% | $1,643.60万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.67亿 | 10.77% | 7,552,483 | 122,314 | 1.6% | $918.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $16.04亿 | 30.44% | 4,998,917 | 146,480 | 3.0% | $4,699.22万 | 加仓 |