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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,492.99万 | 13.78% | 59,995 | -750 | -1.2% | -$56.17万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,184.62万 | 12.83% | 1,421,890 | -43,563 | -3.0% | -$128.21万 | 减仓 |
| IEFA | ISHARES TR | $1,977.55万 | 6.06% | 204,757 | 766 | 0.4% | $7.40万 | 加仓 |
| IJR | ISHARES TR | $1,822.95万 | 5.59% | 122,915 | -2,018 | -1.6% | -$29.93万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,228.81万 | 3.77% | 157,721 | 10,285 | 7.0% | $80.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,098.30万 | 3.37% | 303,985 | -11,630 | -3.7% | -$42.02万 | 减仓 |
| SHY | ISHARES TR | $1,044.63万 | 3.20% | 127,224 | -332 | -0.3% | -$2.73万 | 减仓 |
| ISTB | ISHARES TR | $896.86万 | 2.75% | 185,878 | -3,044 | -1.6% | -$14.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $884.92万 | 2.71% | 199,485 | -11 | -0.0% | -$488 | 减仓 |
| SHV | ISHARES TR | $863.92万 | 2.65% | 78,289 | -387 | -0.5% | -$4.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $697.58万 | 2.14% | 9,341 | 79 | 0.9% | $5.90万 | 加仓 |
| IVW | ISHARES TR | $566.55万 | 1.74% | 41,195 | -6 | -0.0% | -$825 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $523.23万 | 1.60% | 149,367 | -1,642 | -1.1% | -$5.75万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $490.34万 | 1.50% | 124,011 | 4,543 | 3.8% | $17.96万 | 加仓 |
| IVE | ISHARES TR | $441.09万 | 1.35% | 19,426 | -264 | -1.3% | -$5.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $400.20万 | 1.23% | 57,253 | -63 | -0.1% | -$4,404 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $352.31万 | 1.08% | 42,788 | -88 | -0.2% | -$7,246 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $330.20万 | 1.01% | 10,088 | -104 | -1.0% | -$3.40万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $322.70万 | 0.99% | 80,413 | -2,943 | -3.5% | -$11.81万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $320.94万 | 0.98% | 79,816 | 6,256 | 8.5% | $25.16万 | 加仓 |
| TSLA | TESLA INC | $319.15万 | 0.98% | 7,588 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $283.52万 | 0.87% | 27,293 | -1,212 | -4.3% | -$12.59万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $271.83万 | 0.83% | 21,223 | -1,652 | -7.2% | -$21.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $270.58万 | 0.83% | 3,940 | 67 | 1.7% | $4.60万 | 加仓 |
| LLY | ELI LILLY & CO | $261.00万 | 0.80% | 2,176 | 541 | 33.1% | $64.89万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $255.69万 | 0.78% | 47,333 | 3,663 | 8.4% | $19.79万 | 加仓 |
| AAPL | APPLE INC | $255.41万 | 0.78% | 8,827 | 186 | 2.2% | $5.38万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $238.55万 | 0.73% | 82,343 | 1,505 | 1.9% | $4.36万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $220.08万 | 0.67% | 26,628 | -715 | -2.6% | -$5.91万 | 减仓 |
| IEMG | ISHARES INC | $202.59万 | 0.62% | 24,455 | -373 | -1.5% | -$3.09万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $194.76万 | 0.60% | 46,140 | 1,847 | 4.2% | $7.80万 | 加仓 |
| IUSG | ISHARES TR | $184.10万 | 0.56% | 9,788 | -119 | -1.2% | -$2.24万 | 减仓 |
| IWB | ISHARES TR | $172.97万 | 0.53% | 4,224 | -57 | -1.3% | -$2.33万 | 减仓 |
| IWM | ISHARES TR | $172.97万 | 0.53% | 5,757 | -43 | -0.7% | -$1.29万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $163.88万 | 0.50% | 35,144 | 1,627 | 4.9% | $7.59万 | 加仓 |
| IWN | ISHARES TR | $161.23万 | 0.49% | 7,289 | -11 | -0.2% | -$2,433 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $158.81万 | 0.49% | 17,804 | -1,204 | -6.3% | -$10.74万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $154.73万 | 0.47% | 42,000 | 411 | 1.0% | $1.51万 | 加仓 |
| SCZ | ISHARES TR | $154.57万 | 0.47% | 18,789 | -907 | -4.6% | -$7.46万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $142.77万 | 0.44% | 29,899 | 126 | 0.4% | $6,016 | 加仓 |
| REET | ISHARES TR | $139.11万 | 0.43% | 50,365 | -1,411 | -2.7% | -$3.90万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $137.39万 | 0.42% | 26,580 | -167 | -0.6% | -$8,632 | 减仓 |
| EEM | ISHARES TR | $132.52万 | 0.41% | 19,372 | -2,293 | -10.6% | -$15.69万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $127.13万 | 0.39% | 31,283 | -2,193 | -6.6% | -$8.91万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $124.26万 | 0.38% | 12,654 | -165 | -1.3% | -$1.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $118.99万 | 0.36% | 3,190 | 51 | 1.6% | $1.90万 | 加仓 |
| IUSB | ISHARES TR | $110.14万 | 0.34% | 23,865 | 784 | 3.4% | $3.62万 | 加仓 |
| IJS | ISHARES TR | $108.20万 | 0.33% | 7,916 | -317 | -3.9% | -$4.33万 | 减仓 |
| EFG | ISHARES TR | $103.48万 | 0.32% | 8,317 | -130 | -1.5% | -$1.62万 | 减仓 |
| GOOGL | ALPHABET INC | $102.53万 | 0.31% | 2,869 | 5 | 0.2% | $1,787 | 加仓 |
| — | EXXON MOBIL CORP | $96.02万 | 0.29% | 7,023 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $90.33万 | 0.28% | 5,854 | 177 | 3.1% | $2.73万 | 加仓 |
| IJH | ISHARES TR | $84.20万 | 0.26% | 10,919 | -200 | -1.8% | -$1.54万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.15万 | 0.25% | 2,886 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $80.94万 | 0.25% | 8,388 | -404 | -4.6% | -$3.90万 | 减仓 |
| VFH | VANGUARD WORLD FD | $79.04万 | 0.24% | 6,006 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $77.84万 | 0.24% | 5,486 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $77.06万 | 0.24% | 1,956 | -1 | -0.1% | -$394 | 减仓 |
| IWD | ISHARES TR | $75.18万 | 0.23% | 3,101 | -77 | -2.4% | -$1.87万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $70.40万 | 0.22% | 17,067 | 266 | 1.6% | $1.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.63万 | 0.21% | 1,336 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $67.69万 | 0.21% | 3,383 | 20 | 0.6% | $4,002 | 加仓 |
| MUNI | PIMCO ETF TR | $67.01万 | 0.21% | 12,739 | 1,158 | 10.0% | $6.09万 | 加仓 |
| WMT | WALMART INC | $66.53万 | 0.20% | 5,874 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $65.93万 | 0.20% | 2,620 | -3 | -0.1% | -$755 | 减仓 |
| CMI | CUMMINS INC | $65.04万 | 0.20% | 912 | 13 | 1.4% | $9,272 | 加仓 |
| GE | GE AEROSPACE | $64.80万 | 0.20% | 1,734 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $64.44万 | 0.20% | 2,537 | 199 | 8.5% | $5.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.80万 | 0.19% | 1,255 | 120 | 10.6% | $6.00万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $61.62万 | 0.19% | 13,662 | 89 | 0.7% | $4,014 | 加仓 |
| ESML | ISHARES TR | $61.56万 | 0.19% | 11,007 | -608 | -5.2% | -$3.40万 | 减仓 |
| META | META PLATFORMS INC | $59.43万 | 0.18% | 1,055 | -2 | -0.2% | -$1,127 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.93万 | 0.18% | 1,234 | -6 | -0.5% | -$2,865 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.18% | 800 | 19 | 2.4% | $1.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $57.03万 | 0.17% | 19,691 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $56.70万 | 0.17% | 10,903 | -484 | -4.3% | -$2.52万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $56.56万 | 0.17% | 6,616 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $53.57万 | 0.16% | 456 | 6 | 1.3% | $7,049 | 加仓 |
| AVGO | BROADCOM INC | $53.38万 | 0.16% | 1,413 | 50 | 3.7% | $1.89万 | 加仓 |
| FIX | COMFORT SYS USA INC | $52.32万 | 0.16% | 264 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $51.16万 | 0.16% | 10,986 | 494 | 4.7% | $2.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.19万 | 0.15% | 864 | 864 | — | $50.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.76万 | 0.15% | 492 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $47.61万 | 0.15% | 5,761 | -19 | -0.3% | -$1,570 | 减仓 |
| HD | HOME DEPOT INC | $45.92万 | 0.14% | 1,302 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $45.16万 | 0.14% | 483 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $44.76万 | 0.14% | 9,302 | -382 | -3.9% | -$1.84万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $43.86万 | 0.13% | 14,104 | -112 | -0.8% | -$3,483 | 减仓 |
| EAGG | ISHARES TR | $43.78万 | 0.13% | 9,235 | 654 | 7.6% | $3.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $43.34万 | 0.13% | 2,742 | -24 | -0.9% | -$3,793 | 减仓 |
| DE | DEERE & CO | $42.63万 | 0.13% | 672 | -12 | -1.8% | -$7,612 | 减仓 |
| PEP | PEPSICO INC | $41.46万 | 0.13% | 3,062 | -68 | -2.2% | -$9,207 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.24万 | 0.13% | 2,813 | 131 | 4.9% | $1.92万 | 加仓 |
| KO | COCA COLA CO | $40.79万 | 0.13% | 5,019 | 1 | 0.0% | $81 | 加仓 |
| MRK | MERCK & CO INC | $39.57万 | 0.12% | 3,079 | 33 | 1.1% | $4,241 | 加仓 |
| RTX | RTX CORPORATION | $37.13万 | 0.11% | 1,957 | -57 | -2.8% | -$1.08万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $36.99万 | 0.11% | 7,618 | -9 | -0.1% | -$437 | 减仓 |
| AMZN | AMAZON COM INC | $36.20万 | 0.11% | 1,519 | -100 | -6.2% | -$2.38万 | 减仓 |
| TXN | TEXAS INSTRS INC | $34.73万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $34.50万 | 0.11% | 4,700 | 0 | 0.0% | — | 不变 |