NORTHWEST WEALTH MANAGEMENT, LLC
SPENCER IA · SEC CIK 0001695344
$6.65亿2026Q1 申报市值
255持仓数
49.3%前十大占比 · 第一大 9.3%
30 / 22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
VGIT 加仓+$620.63万
ITOT 加仓+$480.00万
DFSD 加仓+$361.41万
DIMENSIONAL ETF 加仓+$255.12万
VTIP 加仓+$244.65万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$85.38万
DFIV 减仓-$52.31万
AOA 减仓-$36.16万
AOR 减仓-$34.06万
LVS 清仓-$33.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $6,188.91万 | 9.30% | 1,039,280 | 104,220 | 11.1% | $620.63万 | 加仓 |
| ITOT | ISHARES TR | $5,377.21万 | 8.08% | 377,533 | 33,701 | 9.8% | $480.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,156.28万 | 7.75% | 1,326,887 | 65,652 | 5.2% | $255.12万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,730.85万 | 4.10% | 546,717 | 48,980 | 9.8% | $244.65万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,656.92万 | 3.99% | 554,913 | 75,483 | 15.7% | $361.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,551.51万 | 3.83% | 79,533 | 102 | 0.1% | $3.27万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,449.92万 | 3.68% | 245,336 | 4,631 | 1.9% | $46.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,175.72万 | 3.27% | 196,951 | 16,961 | 9.4% | $187.37万 | 加仓 |
| IDEV | ISHARES TR | $2,043.37万 | 3.07% | 244,510 | 13,613 | 5.9% | $113.76万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,482.00万 | 2.23% | 253,161 | 1,058 | 0.4% | $6.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,281.17万 | 1.93% | 180,675 | -4,334 | -2.3% | -$30.73万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,194.64万 | 1.80% | 345,770 | 35,993 | 11.6% | $124.36万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,130.79万 | 1.70% | 214,245 | -9,911 | -4.4% | -$52.31万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,074.36万 | 1.61% | 133,328 | -2,416 | -1.8% | -$19.47万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,059.49万 | 1.59% | 271,944 | 6,757 | 2.5% | $26.33万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,038.73万 | 1.56% | 122,434 | -1,008 | -0.8% | -$8.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,007.93万 | 1.51% | 57,794 | -322 | -0.6% | -$5.62万 | 减仓 |
| AAPL | APPLE INC | $984.36万 | 1.48% | 38,786 | -3,364 | -8.0% | -$85.38万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $883.34万 | 1.33% | 141,788 | 14,510 | 11.4% | $90.40万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $873.97万 | 1.31% | 78,609 | -831 | -1.0% | -$9.24万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $658.40万 | 0.99% | 135,865 | -1,427 | -1.0% | -$6.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $653.13万 | 0.98% | 104,585 | 1,110 | 1.1% | $6.93万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $626.90万 | 0.94% | 194,569 | 18,898 | 10.8% | $60.89万 | 加仓 |
| TSLA | TESLA INC | $619.41万 | 0.93% | 16,662 | 4,755 | 39.9% | $176.77万 | 加仓 |
| IEMG | ISHARES INC | $585.04万 | 0.88% | 83,877 | -2,325 | -2.7% | -$16.22万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $581.99万 | 0.87% | 61,535 | -2,568 | -4.0% | -$24.29万 | 减仓 |
| BSVO | EA SERIES TRUST | $559.36万 | 0.84% | 220,481 | 1,168 | 0.5% | $2.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $515.79万 | 0.78% | 10,764 | -684 | -6.0% | -$32.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $508.86万 | 0.76% | 79,409 | -2,523 | -3.1% | -$16.17万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $488.59万 | 0.73% | 123,883 | -3,560 | -2.8% | -$14.04万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $468.65万 | 0.70% | 111,003 | 4,211 | 3.9% | $17.78万 | 加仓 |
| EFV | ISHARES TR | $463.21万 | 0.70% | 62,302 | -3,163 | -4.8% | -$23.52万 | 减仓 |
| AMZN | AMAZON COM INC | $445.20万 | 0.67% | 21,376 | 507 | 2.4% | $10.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $431.43万 | 0.65% | 121,426 | 5,105 | 4.4% | $18.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $428.89万 | 0.64% | 116,673 | 26,814 | 29.8% | $98.57万 | 加仓 |
| IWN | ISHARES TR | $392.00万 | 0.59% | 20,676 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $382.28万 | 0.57% | 5,252 | 29 | 0.6% | $2.11万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $381.72万 | 0.57% | 112,734 | -4,359 | -3.7% | -$14.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $366.91万 | 0.55% | 9,912 | 231 | 2.4% | $8.55万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $329.87万 | 0.50% | 124,103 | 25,443 | 25.8% | $67.63万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $305.41万 | 0.46% | 66,903 | -4,564 | -6.4% | -$20.83万 | 减仓 |
| WMT | WALMART INC | $305.03万 | 0.46% | 24,544 | 43 | 0.2% | $5,344 | 加仓 |
| ETN | EATON CORP PLC | $298.94万 | 0.45% | 8,358 | -134 | -1.6% | -$4.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $290.58万 | 0.44% | 82,929 | 3,297 | 4.1% | $11.55万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $289.75万 | 0.44% | 85,295 | -751 | -0.9% | -$2.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $288.01万 | 0.43% | 14,680 | -323 | -2.2% | -$6.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $278.88万 | 0.42% | 12,837 | -939 | -6.8% | -$20.40万 | 减仓 |
| GOOG | ALPHABET INC | $239.60万 | 0.36% | 8,352 | 739 | 9.7% | $21.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $228.64万 | 0.34% | 7,773 | -28 | -0.4% | -$8,236 | 减仓 |
| SPTM | SPDR SERIES TRUST | $217.59万 | 0.33% | 27,523 | 256 | 0.9% | $2.02万 | 加仓 |
| IEFA | ISHARES TR | $203.86万 | 0.31% | 22,519 | -15 | -0.1% | -$1,358 | 减仓 |
| — | EXXON MOBIL CORP | $192.29万 | 0.29% | 11,334 | 178 | 1.6% | $3.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $187.04万 | 0.28% | 3,130 | -25 | -0.8% | -$1.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $183.36万 | 0.28% | 33,924 | -1,794 | -5.0% | -$9.70万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $178.47万 | 0.27% | 22,761 | -1,044 | -4.4% | -$8.19万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $177.73万 | 0.27% | 37,081 | 5,419 | 17.1% | $25.97万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $163.37万 | 0.25% | 21,753 | -833 | -3.7% | -$6.26万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $160.81万 | 0.24% | 34,687 | -261 | -0.7% | -$1.21万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $159.31万 | 0.24% | 32,559 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $145.08万 | 0.22% | 25,546 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $140.86万 | 0.21% | 17,474 | -149 | -0.8% | -$1.20万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $121.34万 | 0.18% | 29,211 | 24,259 | 489.9% | $100.77万 | 加仓 |
| DE | DEERE & CO | $115.58万 | 0.17% | 2,052 | 88 | 4.5% | $4.96万 | 加仓 |
| IVV | ISHARES TR | $112.80万 | 0.17% | 1,727 | -40 | -2.3% | -$2.61万 | 减仓 |
| AOA | ISHARES TR | $108.26万 | 0.16% | 12,234 | -4,086 | -25.0% | -$36.16万 | 减仓 |
| UNP | UNION PAC CORP | $108.13万 | 0.16% | 4,457 | 301 | 7.2% | $7.30万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $106.14万 | 0.16% | 23,524 | -390 | -1.6% | -$1.76万 | 减仓 |
| GOOGL | ALPHABET INC | $102.16万 | 0.15% | 3,553 | 136 | 4.0% | $3.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $101.42万 | 0.15% | 4,716 | 8 | 0.2% | $1,720 | 加仓 |
| META | META PLATFORMS INC | $100.24万 | 0.15% | 1,752 | 469 | 36.6% | $26.83万 | 加仓 |
| WFC | WELLS FARGO & CO | $97.83万 | 0.15% | 12,289 | 186 | 1.5% | $1.48万 | 加仓 |
| MRK | MERCK & CO INC | $95.66万 | 0.14% | 7,953 | 138 | 1.8% | $1.66万 | 加仓 |
| LLY | ELI LILLY & CO | $95.38万 | 0.14% | 1,037 | 171 | 19.7% | $15.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $95.14万 | 0.14% | 2,816 | 156 | 5.9% | $5.27万 | 加仓 |
| IWM | ISHARES TR | $94.63万 | 0.14% | 3,816 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $87.15万 | 0.13% | 1,510 | 1,510 | — | $87.15万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $84.49万 | 0.13% | 1,934 | 22 | 1.2% | $9,611 | 加仓 |
| INTC | INTEL CORP | $84.43万 | 0.13% | 19,133 | -2,281 | -10.7% | -$10.07万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $83.40万 | 0.13% | 19,102 | 39 | 0.2% | $1,703 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $83.29万 | 0.13% | 16,730 | -213 | -1.3% | -$1.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.93万 | 0.12% | 3,393 | -144 | -4.1% | -$3.52万 | 减仓 |
| IUSV | ISHARES TR | $82.89万 | 0.12% | 8,107 | -6 | -0.1% | -$614 | 减仓 |
| NEM | NEWMONT CORP | $81.73万 | 0.12% | 7,550 | 216 | 2.9% | $2.34万 | 加仓 |
| AVGO | BROADCOM INC | $79.82万 | 0.12% | 2,579 | 418 | 19.3% | $12.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $79.68万 | 0.12% | 13,138 | 360 | 2.8% | $2.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $79.04万 | 0.12% | 8,911 | -2,000 | -18.3% | -$17.74万 | 减仓 |
| USB | US BANCORP | $78.90万 | 0.12% | 15,169 | 23 | 0.2% | $1,196 | 加仓 |
| FIX | COMFORT SYS USA INC | $77.64万 | 0.12% | 563 | 8 | 1.4% | $1.10万 | 加仓 |
| PEP | PEPSICO INC | $75.65万 | 0.11% | 4,872 | -1,769 | -26.6% | -$27.47万 | 减仓 |
| EIX | EDISON INTL | $73.66万 | 0.11% | 10,065 | 1,809 | 21.9% | $13.24万 | 加仓 |
| STIP | ISHARES TR | $69.69万 | 0.10% | 6,738 | 70 | 1.0% | $7,240 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $69.38万 | 0.10% | 2,565 | 83 | 3.3% | $2.25万 | 加仓 |
| GDX | VANECK ETF TRUST | $69.29万 | 0.10% | 7,550 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $68.86万 | 0.10% | 16,505 | -119 | -0.7% | -$4,965 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $68.53万 | 0.10% | 14,608 | -1,883 | -11.4% | -$8.83万 | 减仓 |
| AOR | ISHARES TR | $68.03万 | 0.10% | 10,572 | -5,293 | -33.4% | -$34.06万 | 减仓 |
| ECL | ECOLAB INC | $67.97万 | 0.10% | 2,555 | -45 | -1.7% | -$1.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.56万 | 0.10% | 3,321 | 21 | 0.6% | $4,272 | 加仓 |
| FDX | FEDEX CORP | $66.21万 | 0.10% | 1,859 | 57 | 3.2% | $2.03万 | 加仓 |