MORRIS FINANCIAL CONCEPTS, INC.
MOUNT PLEASANT SC · SEC CIK 0001387386
$3.26亿2026Q2 申报市值
204持仓数
56.7%前十大占比 · 第一大 13.8%
12 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSV 加仓+$80.13万
LLY 加仓+$64.89万
AMD 新建仓+$50.19万
DFAE 加仓+$25.16万
CAT 新建仓+$25.03万
2026Q2 卖出最多 按季末市值估算
SCHX 减仓-$128.21万
IVV 减仓-$56.17万
SCHA 减仓-$42.02万
IJR 减仓-$29.93万
VZ 清仓-$22.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $34.32万 | 0.11% | 3,338 | 189 | 6.0% | $1.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $33.96万 | 0.10% | 4,720 | 931 | 24.6% | $6.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.44万 | 0.10% | 10,545 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.36万 | 0.10% | 2,755 | 0 | 0.0% | — | 不变 |
| GSSC | GOLDMAN SACHS ETF TR | $31.29万 | 0.10% | 3,429 | -235 | -6.4% | -$2.14万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.03万 | 0.10% | 8,914 | -156 | -1.7% | -$5,430 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $30.99万 | 0.10% | 5,359 | 412 | 8.3% | $2.38万 | 加仓 |
| YUM | YUM BRANDS INC | $30.65万 | 0.09% | 1,918 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.53万 | 0.09% | 3,166 | -300 | -8.7% | -$2.89万 | 减仓 |
| NFLX | NETFLIX INC. | $30.26万 | 0.09% | 4,238 | -78 | -1.8% | -$5,569 | 减仓 |
| TFC | TRUIST FINL CORP | $29.79万 | 0.09% | 5,980 | -505 | -7.8% | -$2.52万 | 减仓 |
| SUB | ISHARES TR | $29.69万 | 0.09% | 2,789 | -9 | -0.3% | -$958 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.65万 | 0.09% | 5,620 | -167 | -2.9% | -$8,811 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.37万 | 0.09% | 10,602 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $29.06万 | 0.09% | 6,359 | -111 | -1.7% | -$5,073 | 减仓 |
| SO | SOUTHERN CO | $28.79万 | 0.09% | 3,008 | -39 | -1.3% | -$3,733 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $28.77万 | 0.09% | 7,933 | -149 | -1.8% | -$5,403 | 减仓 |
| SMMU | PIMCO ETF TR | $28.67万 | 0.09% | 5,677 | 931 | 19.6% | $4.70万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $28.31万 | 0.09% | 6,836 | 271 | 4.1% | $1.12万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $27.96万 | 0.09% | 4,455 | 77 | 1.8% | $4,832 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.33万 | 0.08% | 8,076 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.17万 | 0.08% | 769 | 22 | 2.9% | $7,774 | 加仓 |
| MCO | MOODYS CORP | $26.68万 | 0.08% | 589 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.62万 | 0.08% | 536 | 6 | 1.1% | $2,980 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.32万 | 0.08% | 5,205 | 89 | 1.7% | $4,501 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $26.07万 | 0.08% | 6,850 | -104 | -1.5% | -$3,958 | 减仓 |
| AN | AUTONATION INC | $25.88万 | 0.08% | 1,393 | 9 | 0.7% | $1,672 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.53万 | 0.08% | 1,411 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.03万 | 0.08% | 235 | 235 | — | $25.03万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $23.31万 | 0.07% | 2,672 | 287 | 12.0% | $2.50万 | 加仓 |
| AGG | ISHARES TR | $23.30万 | 0.07% | 2,354 | -50 | -2.1% | -$4,949 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.09万 | 0.07% | 4,561 | 53 | 1.2% | $2,567 | 加仓 |
| IWR | ISHARES TR | $21.64万 | 0.07% | 1,962 | -27 | -1.4% | -$2,979 | 减仓 |
| D | DOMINION ENERGY INC | $21.60万 | 0.07% | 3,163 | -264 | -7.7% | -$1.80万 | 减仓 |
| DIS | DISNEY WALT CO | $21.36万 | 0.07% | 2,220 | -85 | -3.7% | -$8,179 | 减仓 |
| ABT | ABBOTT LABORATORIES | $20.93万 | 0.06% | 2,307 | 0 | 0.0% | — | 不变 |
| DUBS | ETF SER SOLUTIONS | $20.46万 | 0.06% | 4,914 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $20.24万 | 0.06% | 509 | 20 | 4.1% | $7,954 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.04万 | 0.06% | 942 | 942 | — | $20.04万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.94万 | 0.06% | 10,214 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $19.85万 | 0.06% | 10,122 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $19.77万 | 0.06% | 9,708 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $19.70万 | 0.06% | 10,605 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $19.53万 | 0.06% | 17,158 | 116 | 0.7% | $1,321 | 加仓 |
| VTV | VANGUARD INDEX FDS | $15.21万 | 0.05% | 698 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $10.96万 | 0.03% | 2,762 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $10.68万 | 0.03% | 2,467 | -216 | -8.1% | -$9,351 | 减仓 |
| VUG | VANGUARD INDEX FDS | $8.84万 | 0.03% | 1,026 | 114 | 12.5% | $9,820 | 加仓 |
| VO | VANGUARD INDEX FDS | $8.15万 | 0.03% | 1,012 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $7.89万 | 0.02% | 1,904 | -72 | -3.6% | -$2,983 | 减仓 |
| MUB | ISHARES TR | $7.61万 | 0.02% | 707 | 21 | 3.1% | $2,260 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.38万 | 0.02% | 1,268 | -1 | -0.1% | -$58 | 减仓 |
| ESGE | ISHARES INC | $7.28万 | 0.02% | 1,331 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.20万 | 0.02% | 1,855 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $6.84万 | 0.02% | 1,854 | -45 | -2.4% | -$1,659 | 减仓 |
| DVY | ISHARES TR | $6.08万 | 0.02% | 389 | 1 | 0.3% | $156 | 加仓 |
| IXUS | ISHARES TR | $5.73万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $5.56万 | 0.02% | 610 | -93 | -13.2% | -$8,483 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $5.54万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $5.42万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $3.97万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $3.85万 | 0.01% | 812 | -43 | -5.0% | -$2,037 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $3.79万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $3.69万 | 0.01% | 1,559 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $3.11万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3.03万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $2.58万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.27万 | 0.01% | 275 | 17 | 6.6% | $1,405 | 加仓 |
| MINT | PIMCO ETF TR | $2.15万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $2.05万 | 0.01% | 164 | -33 | -16.8% | -$4,117 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.97万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1.87万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1.72万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.71万 | 0.01% | 90 | 63 | 233.3% | $1.20万 | 加仓 |
| LDUR | PIMCO ETF TR | $1.63万 | 0.01% | 171 | -20 | -10.5% | -$1,912 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $1.51万 | 0.00% | 152 | 152 | — | $1.51万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1.50万 | 0.00% | 125 | 125 | — | $1.50万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1.31万 | 0.00% | 132 | 41 | 45.1% | $4,075 | 加仓 |
| LQD | ISHARES TR | $1.29万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $1.21万 | 0.00% | 131 | -7 | -5.1% | -$646 | 减仓 |
| — | ISHARES TR | $1.14万 | 0.00% | 300 | -239 | -44.3% | -$9,106 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1.04万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $9,889 | 0.00% | 63 | 2 | 3.3% | $314 | 加仓 |
| IWV | ISHARES TR | $9,807 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $8,284 | 0.00% | 110 | 45 | 69.2% | $3,389 | 加仓 |
| IWS | ISHARES TR | $7,391 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $7,056 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,547 | 0.00% | 111 | 111 | — | $6,547 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $5,374 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $4,902 | 0.00% | 76 | 76 | — | $4,902 | 新建仓 |
| QUAL | ISHARES TR | $4,608 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3,828 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $3,811 | 0.00% | 49 | 49 | — | $3,811 | 新建仓 |
| IEF | ISHARES TR | $3,783 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3,457 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $2,973 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $2,956 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $2,694 | 0.00% | 45 | 45 | — | $2,694 | 新建仓 |
| EWJ | ISHARES INC | $2,425 | 0.00% | 26 | 26 | — | $2,425 | 新建仓 |
| MTUM | ISHARES TR | $1,714 | 0.00% | 5 | 0 | 0.0% | — | 不变 |