MOLLER WEALTH PARTNERS
NORTHFIELD IL · SEC CIK 0001475271
$5.07亿2026Q1 申报市值
67持仓数
61.3%前十大占比 · 第一大 10.6%
2 / 2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
VTIP 加仓+$366.83万
IVV 加仓+$309.82万
SPHY 加仓+$253.12万
DFCF 加仓+$186.28万
VTEB 加仓+$185.60万
2026Q1 卖出最多 按季末市值估算
GUNR 减仓-$555.17万
VPL 减仓-$43.27万
DWM 减仓-$31.19万
JPST 清仓-$26.84万
PSX 清仓-$22.56万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GUNR | FLEXSHARES TR | $5,381.62万 | 10.63% | 975,639 | -100,647 | -9.4% | -$555.17万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $4,105.73万 | 8.11% | 1,266,030 | 48,370 | 4.0% | $156.86万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,913.07万 | 7.73% | 783,398 | 73,440 | 10.3% | $366.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,566.75万 | 7.04% | 136,177 | 3,694 | 2.8% | $96.75万 | 加仓 |
| IVV | ISHARES TR | $2,680.18万 | 5.29% | 41,031 | 4,743 | 13.1% | $309.82万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,676.51万 | 5.28% | 961,046 | 34,465 | 3.7% | $95.99万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,386.20万 | 4.71% | 79,846 | 1,127 | 1.4% | $33.68万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,146.86万 | 4.24% | 482,983 | 34,438 | 7.7% | $153.08万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,134.42万 | 4.21% | 240,633 | 13,341 | 5.9% | $118.33万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,037.56万 | 4.02% | 408,410 | 37,202 | 10.0% | $185.60万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,016.66万 | 3.98% | 477,655 | 44,121 | 10.2% | $186.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,887.85万 | 3.73% | 385,828 | 1,835 | 0.5% | $8.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,583.75万 | 3.13% | 247,152 | -1,338 | -0.5% | -$8.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,434.05万 | 2.83% | 265,318 | 12,289 | 4.9% | $66.42万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,405.41万 | 2.77% | 367,331 | 13,687 | 3.9% | $52.37万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1,262.70万 | 2.49% | 129,203 | -4,427 | -3.3% | -$43.27万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,252.87万 | 2.47% | 151,992 | 4,321 | 2.9% | $35.62万 | 加仓 |
| IWM | ISHARES TR | $914.16万 | 1.80% | 36,861 | 3,403 | 10.2% | $84.39万 | 加仓 |
| DLN | WISDOMTREE TR | $822.32万 | 1.62% | 92,054 | 3,159 | 3.6% | $28.22万 | 加仓 |
| MUB | ISHARES TR | $756.38万 | 1.49% | 71,256 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $686.99万 | 1.36% | 98,295 | -4,462 | -4.3% | -$31.19万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $682.41万 | 1.35% | 292,630 | 108,543 | 59.0% | $253.12万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $577.20万 | 1.14% | 39,591 | 1,140 | 3.0% | $16.62万 | 加仓 |
| EFA | ISHARES TR | $563.15万 | 1.11% | 57,979 | 163 | 0.3% | $1.58万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $496.57万 | 0.98% | 107,112 | 115 | 0.1% | $5,331 | 加仓 |
| IJH | ISHARES TR | $450.69万 | 0.89% | 66,740 | -465 | -0.7% | -$3.14万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $353.02万 | 0.70% | 45,023 | 701 | 1.6% | $5.50万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $188.55万 | 0.37% | 64,837 | -1,866 | -2.8% | -$5.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $175.94万 | 0.35% | 5,981 | 187 | 3.2% | $5.50万 | 加仓 |
| ICLN | ISHARES TR | $138.79万 | 0.27% | 75,881 | -154 | -0.2% | -$2,817 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $133.86万 | 0.26% | 5,476 | 20 | 0.4% | $4,889 | 加仓 |
| RWR | SPDR SERIES TRUST | $132.32万 | 0.26% | 13,105 | 36 | 0.3% | $3,635 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $120.40万 | 0.24% | 22,071 | -3,379 | -13.3% | -$18.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $112.98万 | 0.22% | 7,822 | -266 | -3.3% | -$3.84万 | 减仓 |
| EES | WISDOMTREE TR | $106.79万 | 0.21% | 18,397 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $104.43万 | 0.21% | 3,680 | 9 | 0.2% | $2,554 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $92.30万 | 0.18% | 29,228 | -1,296 | -4.2% | -$4.09万 | 减仓 |
| GEV | GE VERNOVA INC | $80.13万 | 0.16% | 918 | 4 | 0.4% | $3,492 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $72.47万 | 0.14% | 40,396 | -11,156 | -21.6% | -$20.01万 | 减仓 |
| ESGD | ISHARES TR | $61.57万 | 0.12% | 6,439 | 709 | 12.4% | $6.78万 | 加仓 |
| AMAT | APPLIED MATLS INC | $56.29万 | 0.11% | 1,647 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $53.60万 | 0.11% | 1,671 | 724 | 76.5% | $23.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.54万 | 0.10% | 6,350 | 37 | 0.6% | $3,062 | 加仓 |
| ISCF | ISHARES TR | $49.76万 | 0.10% | 11,906 | -3,328 | -21.8% | -$13.91万 | 减仓 |
| — | EXXON MOBIL CORP | $45.91万 | 0.09% | 2,706 | 13 | 0.5% | $2,206 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.76万 | 0.09% | 955 | 16 | 1.7% | $7,667 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.61万 | 0.09% | 686 | 2 | 0.3% | $1,301 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $43.27万 | 0.09% | 4,800 | -1,605 | -25.1% | -$14.47万 | 减仓 |
| VHT | VANGUARD WORLD FD | $41.66万 | 0.08% | 1,530 | 160 | 11.7% | $4.36万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.06万 | 0.08% | 1,539 | 18 | 1.2% | $4,685 | 加仓 |
| AAPL | APPLE INC | $39.03万 | 0.08% | 1,538 | 119 | 8.4% | $3.02万 | 加仓 |
| ESGE | ISHARES INC | $37.82万 | 0.07% | 8,317 | -178 | -2.1% | -$8,094 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.87万 | 0.07% | 2,489 | 12 | 0.5% | $1,777 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.57万 | 0.06% | 385 | 6 | 1.6% | $5,076 | 加仓 |
| VOT | VANGUARD INDEX FDS | $31.70万 | 0.06% | 1,232 | -250 | -16.9% | -$6.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.07万 | 0.06% | 520 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $30.38万 | 0.06% | 6,113 | 19 | 0.3% | $944 | 加仓 |
| DES | WISDOMTREE TR | $29.13万 | 0.06% | 8,105 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $25.41万 | 0.05% | 3,730 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $25.06万 | 0.05% | 1,772 | 6 | 0.3% | $849 | 加仓 |
| ESML | ISHARES TR | $24.61万 | 0.05% | 5,233 | -1,985 | -27.5% | -$9.33万 | 减仓 |
| T | AT&T INC | $24.18万 | 0.05% | 8,339 | -275 | -3.2% | -$7,973 | 减仓 |
| NVDA | NVIDIA CORPORATION | $23.75万 | 0.05% | 1,362 | 165 | 13.8% | $2.88万 | 加仓 |
| MCD | MCDONALDS CORP | $23.25万 | 0.05% | 748 | 748 | — | $23.25万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $22.84万 | 0.05% | 2,984 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.84万 | 0.04% | 1,757 | 1,757 | — | $21.84万 | 新建仓 |
| IEF | ISHARES TR | $21.71万 | 0.04% | 2,275 | 3 | 0.1% | $286 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,306 | -100.0% | -$26.84万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,748 | -100.0% | -$22.56万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |