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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,967.95万 | 13.47% | 60,745 | 805 | 1.3% | $52.58万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,757.42万 | 12.76% | 1,465,453 | 41,888 | 2.9% | $107.40万 | 加仓 |
| IEFA | ISHARES TR | $1,846.73万 | 6.27% | 203,991 | 8,814 | 4.5% | $79.79万 | 加仓 |
| IJR | ISHARES TR | $1,553.04万 | 5.27% | 124,933 | 2,570 | 2.1% | $31.95万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,156.05万 | 3.92% | 147,436 | 49,779 | 51.0% | $390.32万 | 加仓 |
| SHY | ISHARES TR | $1,053.23万 | 3.58% | 127,556 | 9,989 | 8.5% | $82.48万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $917.81万 | 3.12% | 315,615 | 6,624 | 2.1% | $19.26万 | 加仓 |
| ISTB | ISHARES TR | $915.51万 | 3.11% | 188,922 | 7,476 | 4.1% | $36.23万 | 加仓 |
| SHV | ISHARES TR | $868.51万 | 2.95% | 78,676 | 1,665 | 2.2% | $18.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $775.24万 | 2.63% | 199,496 | -4,493 | -2.2% | -$17.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $602.37万 | 2.04% | 9,262 | -89 | -1.0% | -$5.79万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $508.45万 | 1.73% | 151,009 | 9,896 | 7.0% | $33.32万 | 加仓 |
| IVW | ISHARES TR | $466.02万 | 1.58% | 41,201 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $426.62万 | 1.45% | 119,468 | 32,834 | 37.9% | $117.25万 | 加仓 |
| IVE | ISHARES TR | $415.76万 | 1.41% | 19,690 | 57 | 0.3% | $1.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $357.94万 | 1.22% | 57,316 | 4,107 | 7.7% | $25.65万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $328.76万 | 1.12% | 83,356 | 300 | 0.4% | $1.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $304.98万 | 1.04% | 42,876 | 2,430 | 6.0% | $17.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $299.80万 | 1.02% | 10,192 | 423 | 4.3% | $12.44万 | 加仓 |
| TSLA | TESLA INC | $282.08万 | 0.96% | 7,588 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $276.87万 | 0.94% | 28,505 | -1,708 | -5.7% | -$16.59万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $254.33万 | 0.86% | 22,875 | 758 | 3.4% | $8.43万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $249.07万 | 0.85% | 73,560 | 16,182 | 28.2% | $54.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $231.41万 | 0.79% | 3,873 | 266 | 7.4% | $15.89万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $230.49万 | 0.78% | 43,670 | 9,641 | 28.3% | $50.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $226.26万 | 0.77% | 27,343 | 3,265 | 13.6% | $27.02万 | 加仓 |
| AAPL | APPLE INC | $219.30万 | 0.74% | 8,641 | 768 | 9.8% | $19.49万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $214.87万 | 0.73% | 80,838 | 13,727 | 20.5% | $36.49万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $187.00万 | 0.63% | 44,293 | 4,589 | 11.6% | $19.37万 | 加仓 |
| IEMG | ISHARES INC | $173.18万 | 0.59% | 24,828 | 1,779 | 7.7% | $12.41万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $161.26万 | 0.55% | 19,008 | 362 | 1.9% | $3.07万 | 加仓 |
| SCZ | ISHARES TR | $154.44万 | 0.52% | 19,696 | -2,268 | -10.3% | -$17.78万 | 减仓 |
| IUSG | ISHARES TR | $153.67万 | 0.52% | 9,907 | -284 | -2.8% | -$4.41万 | 减仓 |
| IWB | ISHARES TR | $152.64万 | 0.52% | 4,281 | -42 | -1.0% | -$1.50万 | 减仓 |
| LLY | ELI LILLY & CO | $150.38万 | 0.51% | 1,635 | -506 | -23.6% | -$46.54万 | 减仓 |
| IWM | ISHARES TR | $143.84万 | 0.49% | 5,800 | 39 | 0.7% | $9,672 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $142.55万 | 0.48% | 29,773 | 865 | 3.0% | $4.14万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $141.28万 | 0.48% | 41,589 | -45 | -0.1% | -$1,529 | 减仓 |
| IWN | ISHARES TR | $138.40万 | 0.47% | 7,300 | -145 | -1.9% | -$2.75万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $137.72万 | 0.47% | 33,517 | 21,882 | 188.1% | $89.91万 | 加仓 |
| REET | ISHARES TR | $130.22万 | 0.44% | 51,776 | 1,180 | 2.3% | $2.97万 | 加仓 |
| EEM | ISHARES TR | $123.04万 | 0.42% | 21,665 | -1,362 | -5.9% | -$7.73万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $120.81万 | 0.41% | 12,819 | 947 | 8.0% | $8.92万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $120.68万 | 0.41% | 26,747 | -204 | -0.8% | -$9,204 | 减仓 |
| — | EXXON MOBIL CORP | $119.15万 | 0.40% | 7,023 | 526 | 8.1% | $8.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $116.20万 | 0.39% | 3,139 | -4 | -0.1% | -$1,481 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $115.66万 | 0.39% | 33,476 | -3,678 | -9.9% | -$12.71万 | 减仓 |
| IUSB | ISHARES TR | $106.61万 | 0.36% | 23,081 | 567 | 2.5% | $2.62万 | 加仓 |
| IJS | ISHARES TR | $97.52万 | 0.33% | 8,233 | -622 | -7.0% | -$7.37万 | 减仓 |
| EFG | ISHARES TR | $94.07万 | 0.32% | 8,447 | -353 | -4.0% | -$3.93万 | 减仓 |
| GOOGL | ALPHABET INC | $82.36万 | 0.28% | 2,864 | 247 | 9.4% | $7.10万 | 加仓 |
| IJH | ISHARES TR | $75.09万 | 0.25% | 11,119 | -69 | -0.6% | -$4,660 | 减仓 |
| SUSA | ISHARES TR | $74.99万 | 0.25% | 5,677 | 296 | 5.5% | $3.91万 | 加仓 |
| WMT | WALMART INC | $73.00万 | 0.25% | 5,874 | 1,513 | 34.7% | $18.80万 | 加仓 |
| VFH | VANGUARD WORLD FD | $72.56万 | 0.25% | 6,006 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $70.85万 | 0.24% | 8,792 | 123 | 1.4% | $9,911 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.94万 | 0.24% | 2,886 | 4 | 0.1% | $969 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $68.65万 | 0.23% | 5,486 | 76 | 1.4% | $9,510 | 加仓 |
| IWD | ISHARES TR | $67.90万 | 0.23% | 3,178 | -362 | -10.2% | -$7.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $66.76万 | 0.23% | 1,336 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $65.46万 | 0.22% | 16,801 | -263 | -1.5% | -$1.02万 | 减仓 |
| IWO | ISHARES TR | $61.41万 | 0.21% | 1,957 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $60.47万 | 0.21% | 1,057 | -23 | -2.1% | -$1.32万 | 减仓 |
| MUNI | PIMCO ETF TR | $60.44万 | 0.21% | 11,581 | 3,211 | 38.4% | $16.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $58.65万 | 0.20% | 3,363 | -263 | -7.3% | -$4.59万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $57.55万 | 0.20% | 13,573 | 8,440 | 164.4% | $35.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.15万 | 0.19% | 2,338 | -80 | -3.3% | -$1.96万 | 减仓 |
| ABBV | ABBVIE INC | $57.05万 | 0.19% | 2,623 | -5 | -0.2% | -$1,088 | 减仓 |
| ESML | ISHARES TR | $54.61万 | 0.19% | 11,615 | -251 | -2.1% | -$1.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.39万 | 0.18% | 1,135 | -106 | -8.5% | -$5.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $51.02万 | 0.17% | 6,616 | 7 | 0.1% | $540 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $49.43万 | 0.17% | 19,691 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $49.21万 | 0.17% | 1,734 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $49.19万 | 0.17% | 11,387 | 91 | 0.8% | $3,931 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $49.10万 | 0.17% | 10,492 | 819 | 8.5% | $3.83万 | 加仓 |
| PEP | PEPSICO INC | $48.61万 | 0.17% | 3,130 | 421 | 15.5% | $6.54万 | 加仓 |
| CMI | CUMMINS INC | $48.37万 | 0.16% | 899 | -26 | -2.8% | -$1.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.09万 | 0.16% | 483 | -18 | -3.6% | -$1.79万 | 减仓 |
| WFC | WELLS FARGO & CO | $46.01万 | 0.16% | 5,780 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $45.26万 | 0.15% | 9,684 | -677 | -6.5% | -$3.16万 | 减仓 |
| HD | HOME DEPOT INC | $42.82万 | 0.15% | 1,302 | 380 | 41.2% | $12.50万 | 加仓 |
| AVGO | BROADCOM INC | $42.19万 | 0.14% | 1,363 | -64 | -4.5% | -$1.98万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.91万 | 0.14% | 1,240 | -78 | -5.9% | -$2.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.62万 | 0.14% | 492 | -35 | -6.6% | -$2.96万 | 减仓 |
| NFLX | NETFLIX INC. | $41.50万 | 0.14% | 4,316 | -453 | -9.5% | -$4.36万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $40.97万 | 0.14% | 2,766 | -51 | -1.8% | -$7,554 | 减仓 |
| EAGG | ISHARES TR | $40.80万 | 0.14% | 8,581 | 574 | 7.2% | $2.73万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.59万 | 0.13% | 14,216 | -30 | -0.2% | -$836 | 减仓 |
| GEV | GE VERNOVA INC | $39.28万 | 0.13% | 450 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $38.85万 | 0.13% | 2,014 | 40 | 2.0% | $7,716 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.73万 | 0.13% | 2,682 | -17 | -0.6% | -$2,455 | 减仓 |
| DE | DEERE & CO | $38.53万 | 0.13% | 684 | -9 | -1.3% | -$5,070 | 减仓 |
| KO | COCA COLA CO | $38.16万 | 0.13% | 5,018 | -111 | -2.2% | -$8,442 | 减仓 |
| MRK | MERCK & CO INC | $36.64万 | 0.12% | 3,046 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $36.41万 | 0.12% | 264 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $35.36万 | 0.12% | 7,627 | -6 | -0.1% | -$278 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.61万 | 0.12% | 4,700 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $33.72万 | 0.11% | 1,619 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $32.35万 | 0.11% | 10,545 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.74万 | 0.10% | 3,466 | 7 | 0.2% | $621 | 加仓 |