Powerhouse Assets LLC
LINCOLN MA · SEC CIK 0001564396
$1.15亿2026Q1 申报市值
55持仓数
73.7%前十大占比 · 第一大 25.2%
2 / 1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
IVV 加仓+$62.77万
ICSH 加仓+$60.22万
DFAI 加仓+$34.87万
DIA 新建仓+$28.93万
DFSD 加仓+$28.50万
2026Q1 卖出最多 按季末市值估算
ABT 清仓-$22.45万
MINT 减仓-$14.62万
VO 减仓-$8.62万
IJS 减仓-$4.55万
IJH 减仓-$3.36万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,893.99万 | 25.18% | 44,304 | 961 | 2.2% | $62.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,821.60万 | 24.55% | 47,219 | 35 | 0.1% | $2.09万 | 加仓 |
| ICSH | ISHARES TR | $556.01万 | 4.84% | 109,840 | 11,897 | 12.1% | $60.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $389.78万 | 3.39% | 19,866 | 127 | 0.6% | $2.49万 | 加仓 |
| EMXC | ISHARES INC | $366.39万 | 3.19% | 46,579 | 1,670 | 3.7% | $13.14万 | 加仓 |
| IEFA | ISHARES TR | $341.43万 | 2.97% | 37,715 | -100 | -0.3% | -$9,053 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $326.77万 | 2.84% | 68,248 | 5,953 | 9.6% | $28.50万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $284.48万 | 2.48% | 73,019 | 8,949 | 14.0% | $34.87万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $254.61万 | 2.22% | 84,672 | 6,125 | 7.8% | $18.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $234.59万 | 2.04% | 10,798 | 176 | 1.7% | $3.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $173.29万 | 1.51% | 5,402 | 339 | 6.7% | $10.87万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $160.67万 | 1.40% | 30,442 | 2,360 | 8.4% | $12.46万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $155.87万 | 1.36% | 19,878 | 13 | 0.1% | $1,019 | 加仓 |
| IJR | ISHARES TR | $154.15万 | 1.34% | 12,401 | 804 | 6.9% | $9.99万 | 加仓 |
| EFV | ISHARES TR | $138.27万 | 1.20% | 18,598 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $137.85万 | 1.20% | 13,804 | 1,218 | 9.7% | $12.16万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $124.64万 | 1.08% | 30,527 | 147 | 0.5% | $6,002 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $107.17万 | 0.93% | 23,751 | 201 | 0.9% | $9,069 | 加仓 |
| IJS | ISHARES TR | $101.06万 | 0.88% | 8,532 | -384 | -4.3% | -$4.55万 | 减仓 |
| IGSB | ISHARES TR | $99.78万 | 0.87% | 18,984 | 2,329 | 14.0% | $12.24万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $94.57万 | 0.82% | 18,996 | 536 | 2.9% | $2.67万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $93.48万 | 0.81% | 10,539 | 816 | 8.4% | $7.24万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $92.42万 | 0.80% | 23,408 | 3,115 | 15.4% | $12.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $90.40万 | 0.79% | 18,654 | 2,461 | 15.2% | $11.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.86万 | 0.76% | 1,336 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $79.33万 | 0.69% | 11,998 | 730 | 6.5% | $4.83万 | 加仓 |
| EEMS | ISHARES INC | $74.19万 | 0.65% | 10,724 | 1,592 | 17.4% | $11.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $69.65万 | 0.61% | 19,877 | 2,430 | 13.9% | $8.51万 | 加仓 |
| IJH | ISHARES TR | $65.51万 | 0.57% | 9,700 | -498 | -4.9% | -$3.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $61.15万 | 0.53% | 2,335 | 1 | 0.0% | $262 | 加仓 |
| AAPL | APPLE INC | $58.95万 | 0.51% | 2,323 | -99 | -4.1% | -$2.51万 | 减仓 |
| IWB | ISHARES TR | $56.05万 | 0.49% | 1,572 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $56.00万 | 0.49% | 8,029 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $48.17万 | 0.42% | 10,838 | 200 | 1.9% | $8,890 | 加仓 |
| GOOGL | ALPHABET INC | $45.47万 | 0.40% | 1,581 | 191 | 13.7% | $5.49万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $44.59万 | 0.39% | 13,127 | -635 | -4.6% | -$2.16万 | 减仓 |
| ITOT | ISHARES TR | $44.20万 | 0.38% | 3,103 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $41.15万 | 0.36% | 1,112 | 1 | 0.1% | $370 | 加仓 |
| MINT | PIMCO ETF TR | $38.57万 | 0.34% | 3,835 | -1,454 | -27.5% | -$14.62万 | 减仓 |
| IWD | ISHARES TR | $34.51万 | 0.30% | 1,615 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $32.45万 | 0.28% | 5,411 | 701 | 14.9% | $4.20万 | 加仓 |
| DBEF | DBX ETF TR | $31.62万 | 0.28% | 6,400 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $29.82万 | 0.26% | 1,867 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.93万 | 0.25% | 625 | 625 | — | $28.93万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $28.90万 | 0.25% | 1,006 | -300 | -23.0% | -$8.62万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.66万 | 0.25% | 2,072 | 2 | 0.1% | $277 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $28.52万 | 0.25% | 27,607 | 2,032 | 7.9% | $2.10万 | 加仓 |
| SHY | ISHARES TR | $26.26万 | 0.23% | 3,180 | 2 | 0.1% | $165 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.78万 | 0.22% | 418 | 10 | 2.5% | $6,168 | 加仓 |
| MCD | MCDONALDS CORP | $25.42万 | 0.22% | 818 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.30万 | 0.20% | 5,997 | -38 | -0.6% | -$1,477 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.42万 | 0.20% | 225 | 225 | — | $22.42万 | 新建仓 |
| EFA | ISHARES TR | $21.85万 | 0.19% | 2,250 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $21.22万 | 0.18% | 5,849 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $20.23万 | 0.18% | 1,020 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,792 | -100.0% | -$22.45万 | 清仓 |