Powerhouse Assets LLC
LINCOLN MA · SEC CIK 0001564396
$1.23亿2026Q2 申报市值
57持仓数
73.5%前十大占比 · 第一大 26.2%
3 / 1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
DFAE 新建仓+$73.16万
SPSB 加仓+$21.86万
IWC 新建仓+$21.45万
ICSH 加仓+$21.31万
APH 新建仓+$20.28万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$312.14万
EMXC 减仓-$139.53万
XLRE 减仓-$88.57万
IEFA 减仓-$41.51万
DFSD 减仓-$21.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,020 | -100.0% | -$20.23万 | 清仓 |
| APH | AMPHENOL CORP | $20.28万 | 0.17% | 1,150 | 1,150 | — | $20.28万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.05万 | 0.17% | 225 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.11万 | 0.17% | 781 | -37 | -4.5% | -$1.00万 | 减仓 |
| IWC | ISHARES TR | $21.45万 | 0.17% | 1,072 | 1,072 | — | $21.45万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.21万 | 0.18% | 425 | -200 | -32.0% | -$10.45万 | 减仓 |
| EFA | ISHARES TR | $23.37万 | 0.19% | 2,250 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $24.51万 | 0.20% | 5,849 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $25.01万 | 0.20% | 3,046 | -134 | -4.2% | -$1.10万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $26.65万 | 0.22% | 4,063 | -1,348 | -24.9% | -$8.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.90万 | 0.22% | 6,064 | 67 | 1.1% | $2,972 | 加仓 |
| MINT | PIMCO ETF TR | $28.01万 | 0.23% | 2,779 | -1,056 | -27.5% | -$10.64万 | 减仓 |
| TJX | TJX COS INC NEW | $28.29万 | 0.23% | 1,867 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.42万 | 0.24% | 418 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $31.46万 | 0.26% | 27,636 | 29 | 0.1% | $330 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.10万 | 0.26% | 2,045 | -27 | -1.3% | -$4,238 | 减仓 |
| VO | VANGUARD INDEX FDS | $32.45万 | 0.26% | 4,027 | 3 | 0.1% | $242 | 加仓 |
| DBEF | DBX ETF TR | $34.96万 | 0.28% | 6,400 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.49万 | 0.31% | 1,032 | -80 | -7.2% | -$2.98万 | 减仓 |
| IWD | ISHARES TR | $39.15万 | 0.32% | 1,615 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $45.85万 | 0.37% | 10,413 | -20,114 | -65.9% | -$88.57万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $48.46万 | 0.39% | 13,154 | 27 | 0.2% | $995 | 加仓 |
| ITOT | ISHARES TR | $50.98万 | 0.41% | 3,103 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $51.84万 | 0.42% | 11,558 | 720 | 6.6% | $3.23万 | 加仓 |
| GOOGL | ALPHABET INC | $51.86万 | 0.42% | 1,451 | -130 | -8.2% | -$4.65万 | 减仓 |
| IWB | ISHARES TR | $64.37万 | 0.52% | 1,572 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $66.51万 | 0.54% | 8,029 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $69.12万 | 0.56% | 2,389 | 66 | 2.8% | $1.91万 | 加仓 |
| VB | VANGUARD INDEX FDS | $69.83万 | 0.57% | 2,304 | -31 | -1.3% | -$9,395 | 减仓 |
| IJH | ISHARES TR | $70.91万 | 0.58% | 9,196 | -504 | -5.2% | -$3.89万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $73.16万 | 0.60% | 18,196 | 18,196 | — | $73.16万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $77.23万 | 0.63% | 19,909 | 32 | 0.2% | $1,241 | 加仓 |
| EEMS | ISHARES INC | $83.67万 | 0.68% | 11,025 | 301 | 2.8% | $2.28万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $85.85万 | 0.70% | 11,554 | -444 | -3.7% | -$3.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $91.06万 | 0.74% | 9,443 | -1,096 | -10.4% | -$10.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.22万 | 0.81% | 1,329 | -7 | -0.5% | -$5,226 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $99.81万 | 0.81% | 20,051 | 1,055 | 5.6% | $5.25万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $102.72万 | 0.84% | 18,673 | 19 | 0.1% | $1,045 | 加仓 |
| IGSB | ISHARES TR | $102.88万 | 0.84% | 19,629 | 645 | 3.4% | $3.38万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $103.24万 | 0.84% | 25,205 | 1,797 | 7.7% | $7.36万 | 加仓 |
| IJS | ISHARES TR | $113.23万 | 0.92% | 8,285 | -247 | -2.9% | -$3.38万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $122.26万 | 1.00% | 23,653 | -98 | -0.4% | -$5,066 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $141.42万 | 1.15% | 13,724 | -80 | -0.6% | -$8,244 | 减仓 |
| EFV | ISHARES TR | $142.75万 | 1.16% | 18,648 | 50 | 0.3% | $3,828 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $155.03万 | 1.26% | 28,698 | -1,744 | -5.7% | -$9.42万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $159.71万 | 1.30% | 20,500 | 622 | 3.1% | $4.85万 | 加仓 |
| IJR | ISHARES TR | $183.69万 | 1.50% | 12,386 | -15 | -0.1% | -$2,225 | 减仓 |
| VTI | VANGUARD INDEX FDS | $198.21万 | 1.61% | 5,356 | -46 | -0.9% | -$1.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $261.64万 | 2.13% | 10,767 | -31 | -0.3% | -$7,533 | 减仓 |
| SPSB | SPDR SERIES TRUST | $275.96万 | 2.25% | 91,955 | 7,283 | 8.6% | $21.86万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $299.85万 | 2.44% | 72,691 | -328 | -0.4% | -$1.35万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $304.76万 | 2.48% | 63,824 | -4,424 | -6.5% | -$21.12万 | 减仓 |
| IEFA | ISHARES TR | $322.74万 | 2.63% | 33,417 | -4,298 | -11.4% | -$41.51万 | 减仓 |
| EMXC | ISHARES INC | $336.98万 | 2.74% | 32,940 | -13,639 | -29.3% | -$139.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $425.08万 | 3.46% | 19,506 | -360 | -1.8% | -$7.85万 | 减仓 |
| ICSH | ISHARES TR | $576.88万 | 4.70% | 114,054 | 4,214 | 3.8% | $21.31万 | 加仓 |
| IVV | ISHARES TR | $3,005.76万 | 24.47% | 40,136 | -4,168 | -9.4% | -$312.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,223.24万 | 26.24% | 46,931 | -288 | -0.6% | -$19.78万 | 减仓 |