MORRIS FINANCIAL CONCEPTS, INC.
MOUNT PLEASANT SC · SEC CIK 0001387386
$2.95亿2026Q1 申报市值
195持仓数
57.1%前十大占比 · 第一大 13.5%
5 / 4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
BSV 加仓+$390.32万
DFLV 加仓+$117.25万
SCHX 加仓+$107.40万
DFSU 加仓+$89.91万
SHY 加仓+$82.48万
2026Q1 卖出最多 按季末市值估算
LLY 减仓-$46.54万
ADSK 清仓-$28.71万
DASH 清仓-$26.32万
SCZ 减仓-$17.78万
DIMENSIONAL ETF 减仓-$17.46万
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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -970 | -100.0% | -$28.71万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,162 | -100.0% | -$26.32万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -71 | -100.0% | -$9,658 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -25 | -100.0% | -$2,435 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $986 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1,200 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $1,445 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $2,668 | 0.00% | 50 | -20 | -28.6% | -$1,067 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $2,725 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $2,774 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3,468 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3,718 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $3,818 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $4,028 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $4,479 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4,559 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $5,390 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $6,544 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $7,101 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $8,441 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $8,526 | 0.00% | 23 | 23 | — | $8,526 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $8,559 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $8,750 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $1.27万 | 0.00% | 138 | 7 | 5.3% | $645 | 加仓 |
| LQD | ISHARES TR | $1.29万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1.49万 | 0.01% | 46 | 22 | 91.7% | $7,123 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.67万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.70万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1.76万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $1.83万 | 0.01% | 191 | -45 | -19.1% | -$4,312 | 减仓 |
| — | ISHARES TR | $2.08万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $2.14万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $2.18万 | 0.01% | 197 | -64 | -24.5% | -$7,070 | 减仓 |
| IBDR | ISHARES TR | $2.58万 | 0.01% | 1,066 | -7 | -0.7% | -$170 | 减仓 |
| MLRG | ISHARES TR | $2.70万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $2.81万 | 0.01% | 400 | 400 | — | $2.81万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $3.35万 | 0.01% | 1,559 | 23 | 1.5% | $494 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $3.40万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $3.41万 | 0.01% | 80 | 2 | 2.6% | $853 | 加仓 |
| IXN | ISHARES TR | $3.75万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $3.76万 | 0.01% | 855 | -4 | -0.5% | -$176 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $4.94万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $5.20万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $5.67万 | 0.02% | 703 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $5.87万 | 0.02% | 388 | -9 | -2.3% | -$1,363 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $5.88万 | 0.02% | 1,899 | -366 | -16.2% | -$1.13万 | 减仓 |
| ESGE | ISHARES INC | $6.05万 | 0.02% | 1,331 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.50万 | 0.02% | 1,855 | -1 | -0.1% | -$35 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6.64万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $7.27万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $7.28万 | 0.02% | 686 | 26 | 3.9% | $2,760 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.43万 | 0.03% | 1,269 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $8.41万 | 0.03% | 1,976 | -232 | -10.5% | -$9,874 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $10.57万 | 0.04% | 2,762 | -6 | -0.2% | -$230 | 减仓 |
| ISCF | ISHARES TR | $11.21万 | 0.04% | 2,683 | -176 | -6.2% | -$7,355 | 减仓 |
| VTV | VANGUARD INDEX FDS | $13.69万 | 0.05% | 698 | -28 | -3.9% | -$5,494 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $17.60万 | 0.06% | 17,042 | 331 | 2.0% | $3,419 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $17.72万 | 0.06% | 4,914 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $19.34万 | 0.07% | 1,989 | 625 | 45.8% | $6.08万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $19.79万 | 0.07% | 10,605 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $19.83万 | 0.07% | 9,708 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $19.86万 | 0.07% | 10,122 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.95万 | 0.07% | 10,214 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $21.19万 | 0.07% | 3,427 | -44 | -1.3% | -$2,720 | 减仓 |
| CSCO | CISCO SYS INC | $21.38万 | 0.07% | 2,755 | 2,755 | — | $21.38万 | 新建仓 |
| GOOG | ALPHABET INC | $21.43万 | 0.07% | 747 | 147 | 24.5% | $4.22万 | 加仓 |
| MCD | MCDONALDS CORP | $21.44万 | 0.07% | 690 | -1 | -0.1% | -$311 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.66万 | 0.07% | 4,508 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.21万 | 0.08% | 2,305 | 168 | 7.9% | $1.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.54万 | 0.08% | 489 | 13 | 2.7% | $5,993 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $22.55万 | 0.08% | 6,954 | -60 | -0.9% | -$1,946 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.62万 | 0.08% | 1,165 | -79 | -6.4% | -$1.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.80万 | 0.08% | 4,541 | -298 | -6.2% | -$1.50万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $23.34万 | 0.08% | 1,411 | -125 | -8.1% | -$2.07万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $23.47万 | 0.08% | 2,385 | -17 | -0.7% | -$1,673 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.53万 | 0.08% | 8,076 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.67万 | 0.08% | 530 | 23 | 4.5% | $1.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.69万 | 0.08% | 2,307 | 20 | 0.9% | $2,053 | 加仓 |
| AGG | ISHARES TR | $23.86万 | 0.08% | 2,404 | -3 | -0.1% | -$298 | 减仓 |
| SMMU | PIMCO ETF TR | $23.94万 | 0.08% | 4,746 | 2,046 | 75.8% | $10.32万 | 加仓 |
| MO | ALTRIA GROUP INC | $25.00万 | 0.08% | 3,789 | -1,396 | -26.9% | -$9.21万 | 减仓 |
| MCO | MOODYS CORP | $25.70万 | 0.09% | 589 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.89万 | 0.09% | 5,116 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $26.24万 | 0.09% | 10,602 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $26.63万 | 0.09% | 8,082 | -206 | -2.5% | -$6,788 | 减仓 |
| AMAT | APPLIED MATLS INC | $26.69万 | 0.09% | 781 | 781 | — | $26.69万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $26.89万 | 0.09% | 4,378 | -185 | -4.1% | -$1.14万 | 减仓 |
| AN | AUTONATION INC | $27.02万 | 0.09% | 1,384 | -28 | -2.0% | -$5,467 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $27.27万 | 0.09% | 6,565 | 690 | 11.7% | $2.87万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $27.31万 | 0.09% | 3,664 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $27.66万 | 0.09% | 9,070 | -293 | -3.1% | -$8,936 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $27.91万 | 0.09% | 6,470 | -317 | -4.7% | -$1.37万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $28.32万 | 0.10% | 5,787 | -301 | -4.9% | -$1.47万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $28.51万 | 0.10% | 4,947 | -514 | -9.4% | -$2.96万 | 减仓 |
| SO | SOUTHERN CO | $29.41万 | 0.10% | 3,047 | -396 | -11.5% | -$3.82万 | 减仓 |
| SUB | ISHARES TR | $29.80万 | 0.10% | 2,798 | -31 | -1.1% | -$3,302 | 减仓 |
| TFC | TRUIST FINL CORP | $29.81万 | 0.10% | 6,485 | -575 | -8.1% | -$2.64万 | 减仓 |
| YUM | YUM BRANDS INC | $29.81万 | 0.10% | 1,918 | 1,918 | — | $29.81万 | 新建仓 |
| ESGD | ISHARES TR | $30.11万 | 0.10% | 3,149 | -29 | -0.9% | -$2,773 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $30.74万 | 0.10% | 3,466 | 7 | 0.2% | $621 | 加仓 |