TFO Wealth Partners, LLC
MAUMEE OH · SEC CIK 0001698750
$7.35亿2026Q1 申报市值
72持仓数
83.8%前十大占比 · 第一大 37.4%
22 / 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
DIMENSIONAL ETF 加仓+$1,585.40万
DFIC 加仓+$860.12万
VCRB 加仓+$684.96万
JMST 加仓+$587.44万
VCRM 加仓+$397.00万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$462.88万
VGSH 清仓-$52.83万
DFIV 减仓-$10.46万
IWB 减仓-$9.41万
IJR 减仓-$1.85万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2.75亿 | 37.42% | 4,294,262 | -72,235 | -1.7% | -$462.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.81亿 | 24.65% | 4,664,603 | 407,978 | 9.6% | $1,585.40万 | 加仓 |
| IWB | ISHARES TR | $3,232.91万 | 4.40% | 90,670 | -264 | -0.3% | -$9.41万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,709.83万 | 3.68% | 559,190 | 2,770 | 0.5% | $13.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,478.60万 | 3.37% | 396,894 | 485 | 0.1% | $3.03万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,334.58万 | 3.17% | 457,941 | 115,230 | 33.6% | $587.44万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,692.09万 | 2.30% | 476,242 | 242,083 | 103.4% | $860.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,285.73万 | 1.75% | 19,770 | 139 | 0.7% | $9.04万 | 加仓 |
| IJR | ISHARES TR | $1,148.47万 | 1.56% | 92,387 | -149 | -0.2% | -$1.85万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,087.03万 | 1.48% | 140,480 | 88,519 | 170.4% | $684.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $891.67万 | 1.21% | 125,358 | 54 | 0.0% | $3,841 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $851.25万 | 1.16% | 95,970 | 32,789 | 51.9% | $290.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $842.95万 | 1.15% | 14,107 | 3,880 | 37.9% | $231.85万 | 加仓 |
| IWF | ISHARES TR | $771.71万 | 1.05% | 18,098 | 4 | 0.0% | $1,706 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $620.43万 | 0.84% | 82,559 | 52,827 | 177.7% | $397.00万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $596.20万 | 0.81% | 172,560 | 85,424 | 98.0% | $295.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $494.78万 | 0.67% | 64,166 | 15 | 0.0% | $1,157 | 加仓 |
| IVV | ISHARES TR | $466.94万 | 0.63% | 7,148 | 1 | 0.0% | $653 | 加仓 |
| IWM | ISHARES TR | $466.70万 | 0.63% | 18,818 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $432.30万 | 0.59% | 30,351 | -20 | -0.1% | -$2,849 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $384.28万 | 0.52% | 71,097 | 216 | 0.3% | $1.17万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $377.46万 | 0.51% | 49,895 | 6,924 | 16.1% | $52.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $321.60万 | 0.44% | 63,544 | 11,032 | 21.0% | $55.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $301.04万 | 0.41% | 9,384 | 986 | 11.7% | $31.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $282.40万 | 0.38% | 38,349 | 23,862 | 164.7% | $175.72万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $267.64万 | 0.36% | 39,174 | 39,174 | — | $267.64万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $245.45万 | 0.33% | 28,931 | 19,087 | 193.9% | $161.93万 | 加仓 |
| IBDR | ISHARES TR | $241.45万 | 0.33% | 99,607 | 672 | 0.7% | $1.63万 | 加仓 |
| IEMG | ISHARES INC | $221.44万 | 0.30% | 31,747 | 3,137 | 11.0% | $21.88万 | 加仓 |
| ENFR | ALPS ETF TR | $195.33万 | 0.27% | 51,121 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $179.39万 | 0.24% | 36,033 | 22,135 | 159.3% | $110.20万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $174.44万 | 0.24% | 33,050 | -1,981 | -5.7% | -$10.46万 | 减仓 |
| ACWI | ISHARES TR | $162.14万 | 0.22% | 11,718 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $157.95万 | 0.21% | 63,817 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $147.05万 | 0.20% | 15,139 | 13 | 0.1% | $1,263 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $132.56万 | 0.18% | 17,521 | 8,742 | 99.6% | $66.14万 | 加仓 |
| IWD | ISHARES TR | $129.29万 | 0.18% | 6,051 | 23 | 0.4% | $4,914 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $122.55万 | 0.17% | 51,819 | 51,819 | — | $122.55万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $95.29万 | 0.13% | 8,571 | 8,571 | — | $95.29万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $90.17万 | 0.12% | 21,946 | 21,946 | — | $90.17万 | 新建仓 |
| CHE | CHEMED CORP NEW | $83.44万 | 0.11% | 2,209 | 2,209 | — | $83.44万 | 新建仓 |
| EMXC | ISHARES INC | $83.34万 | 0.11% | 10,595 | 88 | 0.8% | $6,922 | 加仓 |
| IVW | ISHARES TR | $79.74万 | 0.11% | 7,050 | 2 | 0.0% | $226 | 加仓 |
| L | LOEWS CORP | $72.05万 | 0.10% | 6,750 | 6,750 | — | $72.05万 | 新建仓 |
| OUSM | ALPS ETF TR | $67.92万 | 0.09% | 15,528 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $60.64万 | 0.08% | 6,698 | 6,698 | — | $60.64万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $56.71万 | 0.08% | 2,610 | 10 | 0.4% | $2,173 | 加仓 |
| IYR | ISHARES TR | $55.92万 | 0.08% | 5,914 | 1 | 0.0% | $95 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $55.24万 | 0.08% | 6,855 | 3,386 | 97.6% | $27.28万 | 加仓 |
| FRDM | EA SERIES TRUST | $54.65万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $38.84万 | 0.05% | 673 | 67 | 11.1% | $3.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $36.39万 | 0.05% | 983 | 983 | — | $36.39万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $35.55万 | 0.05% | 814 | 814 | — | $35.55万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.43万 | 0.05% | 1,794 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $33.91万 | 0.05% | 3,658 | 358 | 10.8% | $3.32万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $33.75万 | 0.05% | 13,446 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.39万 | 0.05% | 1,968 | 1,968 | — | $33.39万 | 新建仓 |
| IWY | ISHARES TR | $30.31万 | 0.04% | 1,218 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $28.80万 | 0.04% | 6,791 | 6,791 | — | $28.80万 | 新建仓 |
| GEV | GE VERNOVA INC | $28.37万 | 0.04% | 325 | 325 | — | $28.37万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $27.97万 | 0.04% | 1,359 | 1,359 | — | $27.97万 | 新建仓 |
| GOOG | ALPHABET INC | $25.62万 | 0.03% | 893 | 893 | — | $25.62万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.55万 | 0.03% | 1,256 | 1,256 | — | $25.55万 | 新建仓 |
| DLN | WISDOMTREE TR | $24.26万 | 0.03% | 2,716 | 2,716 | — | $24.26万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.89万 | 0.03% | 778 | 778 | — | $22.89万 | 新建仓 |
| QUAL | ISHARES TR | $22.79万 | 0.03% | 1,188 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $22.46万 | 0.03% | 1,288 | 1,288 | — | $22.46万 | 新建仓 |
| — | HONEYWELL INTL INC | $21.22万 | 0.03% | 939 | 939 | — | $21.22万 | 新建仓 |
| CSW | CSW INDUSTRIALS INC | $20.85万 | 0.03% | 800 | 800 | — | $20.85万 | 新建仓 |
| WMT | WALMART INC | $20.63万 | 0.03% | 1,660 | 1,660 | — | $20.63万 | 新建仓 |
| GE | GE AEROSPACE | $20.20万 | 0.03% | 712 | 712 | — | $20.20万 | 新建仓 |
| — | 374WATER INC | $3.37万 | 0.00% | 11,859 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,996 | -100.0% | -$52.83万 | 清仓 |