GeoWealth Management, LLC
CHICAGO IL · SEC CIK 0001593387
$27.76亿2026Q1 申报市值
853持仓数
43.7%前十大占比 · 第一大 7.8%
133 / 51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
TFLO 加仓+$2,276.32万
ZECP 加仓+$1,586.48万
SMIZ 加仓+$604.50万
AGG 加仓+$507.96万
ZACKS TRUST 加仓+$481.78万
2026Q1 卖出最多 按季末市值估算
SHYG 减仓-$543.73万
EXCHANGE LISTED 减仓-$512.49万
VYM 减仓-$501.00万
EEM 减仓-$454.06万
EXCHANGE LISTED 减仓-$439.96万
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 |
|---|---|---|---|---|---|---|---|---|
| DFNM | DIMENSIONAL ETF TRUST | $4,223.02万 | 1.52% | 881,082 | -1,903 | -0.2% | -$9.12万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,476.01万 | 1.61% | 580,473 | -3,832 | -0.7% | -$29.55万 | 减仓 |
| PYLD | PIMCO ETF TR | $4,543.94万 | 1.64% | 1,734,326 | 77,810 | 4.7% | $203.86万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4,659.00万 | 1.68% | 226,382 | 5,298 | 2.4% | $109.03万 | 加仓 |
| IAGG | ISHARES TR | $5,211.41万 | 1.88% | 1,041,449 | 30,718 | 3.0% | $153.71万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,626.91万 | 2.03% | 1,332,758 | 93,520 | 7.5% | $394.84万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $7,718.38万 | 2.78% | 1,547,081 | 29,598 | 2.0% | $147.66万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,120.72万 | 2.93% | 2,390,556 | -37,424 | -1.5% | -$127.13万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.02亿 | 3.66% | 2,225,192 | -6,678 | -0.3% | -$30.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.08亿 | 3.90% | 337,380 | -5,273 | -1.5% | -$169.16万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.27亿 | 4.58% | 425,422 | 959 | 0.2% | $28.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.92亿 | 6.93% | 4,952,425 | 108,604 | 2.2% | $422.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.01亿 | 7.23% | 336,069 | 3,295 | 1.0% | $196.89万 | 加仓 |
| IUSB | ISHARES TR | $2.15亿 | 7.76% | 4,664,293 | 81,788 | 1.8% | $377.78万 | 加仓 |