Lutz Financial Services LLC
OMAHA NE · SEC CIK 0001737112
$14.88亿2026Q1 申报市值
100持仓数
59.3%前十大占比 · 第一大 10.1%
0 / 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
BND 加仓+$502.20万
SCHX 加仓+$416.56万
VTEB 加仓+$413.43万
SCHP 加仓+$359.69万
VCSH 加仓+$332.30万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$158.38万
AGG 减仓-$106.66万
VOO 减仓-$89.57万
IGSB 减仓-$60.90万
AVDE 减仓-$56.31万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.51亿 | 10.12% | 252,037 | -1,499 | -0.6% | -$89.57万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.38亿 | 9.26% | 2,434,676 | 46,773 | 2.0% | $264.64万 | 加仓 |
| IJH | ISHARES TR | $1.08亿 | 7.25% | 1,598,474 | 20,076 | 1.3% | $135.57万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.05亿 | 7.08% | 1,431,140 | 68,196 | 5.0% | $502.20万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $7,831.05万 | 5.26% | 1,569,663 | 82,868 | 5.6% | $413.43万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $6,861.89万 | 4.61% | 805,859 | 22,421 | 2.9% | $190.91万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,828.68万 | 4.59% | 861,445 | 41,920 | 5.1% | $332.30万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $6,231.81万 | 4.19% | 2,341,905 | 135,170 | 6.1% | $359.69万 | 加仓 |
| MBB | ISHARES TR | $5,999.42万 | 4.03% | 631,850 | 34,269 | 5.7% | $325.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,305.37万 | 2.89% | 66,202 | -669 | -1.0% | -$43.51万 | 减仓 |
| MUB | ISHARES TR | $3,748.83万 | 2.52% | 353,163 | 1,865 | 0.5% | $19.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,573.61万 | 2.40% | 919,611 | 22,665 | 2.5% | $88.08万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,809.10万 | 1.89% | 790,627 | -661 | -0.1% | -$2.35万 | 减仓 |
| IGSB | ISHARES TR | $2,497.49万 | 1.68% | 475,169 | -11,586 | -2.4% | -$60.90万 | 减仓 |
| IJR | ISHARES TR | $2,384.88万 | 1.60% | 191,849 | 816 | 0.4% | $10.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,284.01万 | 1.54% | 890,800 | 162,464 | 22.3% | $416.56万 | 加仓 |
| IVE | ISHARES TR | $2,227.22万 | 1.50% | 105,481 | -1,489 | -1.4% | -$31.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,125.32万 | 1.43% | 578,161 | 15,786 | 2.8% | $58.03万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,100.23万 | 1.41% | 678,368 | 8,061 | 1.2% | $24.96万 | 加仓 |
| AGG | ISHARES TR | $2,076.21万 | 1.40% | 209,147 | -10,744 | -4.9% | -$106.66万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,070.08万 | 1.39% | 264,007 | -4,017 | -1.5% | -$31.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,698.74万 | 1.14% | 238,821 | 1,620 | 0.7% | $11.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,664.20万 | 1.12% | 84,821 | 3,031 | 3.7% | $59.47万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,653.20万 | 1.11% | 89,711 | 250 | 0.3% | $4.61万 | 加仓 |
| IJJ | ISHARES TR | $1,574.50万 | 1.06% | 118,830 | -1,226 | -1.0% | -$16.24万 | 减仓 |
| IVV | ISHARES TR | $1,552.94万 | 1.04% | 23,774 | -192 | -0.8% | -$12.54万 | 减仓 |
| QUAL | ISHARES TR | $1,551.87万 | 1.04% | 80,906 | 3,605 | 4.7% | $69.15万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,473.29万 | 0.99% | 72,295 | -1,841 | -2.5% | -$37.52万 | 减仓 |
| TIP | ISHARES TR | $1,440.56万 | 0.97% | 130,532 | -2,667 | -2.0% | -$29.43万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,309.46万 | 0.88% | 138,450 | -4,981 | -3.5% | -$47.11万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,308.47万 | 0.88% | 118,445 | 3,868 | 3.4% | $42.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,252.96万 | 0.84% | 147,685 | -6,637 | -4.3% | -$56.31万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,170.65万 | 0.79% | 114,826 | -1,654 | -1.4% | -$16.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,152.38万 | 0.77% | 396,280 | -12,085 | -3.0% | -$35.14万 | 减仓 |
| IUSV | ISHARES TR | $1,140.82万 | 0.77% | 111,571 | -773 | -0.7% | -$7.90万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,121.91万 | 0.75% | 18,190 | -383 | -2.1% | -$23.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $933.72万 | 0.63% | 149,514 | -2,780 | -1.8% | -$17.36万 | 减仓 |
| STIP | ISHARES TR | $924.68万 | 0.62% | 89,402 | 6,019 | 7.2% | $62.25万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $848.81万 | 0.57% | 245,676 | 5,501 | 2.3% | $19.01万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $729.60万 | 0.49% | 150,558 | -1,457 | -1.0% | -$7.06万 | 减仓 |
| IEMG | ISHARES INC | $620.35万 | 0.42% | 88,939 | -465 | -0.5% | -$3.24万 | 减仓 |
| SUB | ISHARES TR | $610.68万 | 0.41% | 57,341 | -438 | -0.8% | -$4.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $522.11万 | 0.35% | 24,033 | -474 | -1.9% | -$10.30万 | 减仓 |
| IJS | ISHARES TR | $501.41万 | 0.34% | 42,331 | -527 | -1.2% | -$6.24万 | 减仓 |
| ISTB | ISHARES TR | $459.91万 | 0.31% | 94,905 | 833 | 0.9% | $4.04万 | 加仓 |
| IWV | ISHARES TR | $439.40万 | 0.30% | 11,854 | -321 | -2.6% | -$11.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $420.67万 | 0.28% | 77,830 | -1,285 | -1.6% | -$6.95万 | 减仓 |
| STPZ | PIMCO ETF TR | $414.37万 | 0.28% | 76,584 | -2,284 | -2.9% | -$12.36万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $377.72万 | 0.25% | 75,620 | -9,910 | -11.6% | -$49.50万 | 减仓 |
| IWB | ISHARES TR | $255.15万 | 0.17% | 7,156 | -148 | -2.0% | -$5.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $196.22万 | 0.13% | 30,620 | -178 | -0.6% | -$1.14万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $195.88万 | 0.13% | 41,719 | -730 | -1.7% | -$3.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $179.37万 | 0.12% | 10,285 | 31 | 0.3% | $5,406 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $155.08万 | 0.10% | 31,694 | -1,635 | -4.9% | -$8.00万 | 减仓 |
| AAPL | APPLE INC | $153.59万 | 0.10% | 6,052 | 8 | 0.1% | $2,030 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $153.42万 | 0.10% | 29,067 | -556 | -1.9% | -$2.93万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $144.31万 | 0.10% | 16,269 | -544 | -3.2% | -$4.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $114.75万 | 0.08% | 3,100 | 83 | 2.8% | $3.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $112.23万 | 0.08% | 3,908 | -16 | -0.4% | -$4,595 | 减仓 |
| VTI | VANGUARD INDEX FDS | $110.79万 | 0.07% | 3,453 | -60 | -1.7% | -$1.93万 | 减仓 |
| VV | VANGUARD INDEX FDS | $109.79万 | 0.07% | 3,674 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $104.16万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $94.74万 | 0.06% | 19,788 | -1,731 | -8.0% | -$8.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $87.12万 | 0.06% | 4,051 | 291 | 7.7% | $6.26万 | 加仓 |
| IWD | ISHARES TR | $85.68万 | 0.06% | 4,010 | -161 | -3.9% | -$3.44万 | 减仓 |
| EFA | ISHARES TR | $78.76万 | 0.05% | 8,109 | -18 | -0.2% | -$1,748 | 减仓 |
| AMZN | AMAZON COM INC | $71.92万 | 0.05% | 3,453 | -266 | -7.2% | -$5.54万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $66.60万 | 0.04% | 7,456 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $66.56万 | 0.04% | 2,541 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.69万 | 0.04% | 1,350 | -3,305 | -71.0% | -$158.38万 | 减仓 |
| GOOGL | ALPHABET INC | $61.77万 | 0.04% | 2,148 | -35 | -1.6% | -$1.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $56.32万 | 0.04% | 19,334 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $54.86万 | 0.04% | 9,264 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $51.72万 | 0.03% | 10,469 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $51.13万 | 0.03% | 5,120 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $50.46万 | 0.03% | 1,759 | -72 | -3.9% | -$2.07万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $47.09万 | 0.03% | 11,153 | -11 | -0.1% | -$464 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $47.07万 | 0.03% | 4,234 | 190 | 4.7% | $2.11万 | 加仓 |
| IWN | ISHARES TR | $46.09万 | 0.03% | 2,431 | -9 | -0.4% | -$1,706 | 减仓 |
| META | META PLATFORMS INC | $45.26万 | 0.03% | 791 | -47 | -5.6% | -$2.69万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.02万 | 0.03% | 3,183 | 195 | 6.5% | $2.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.15万 | 0.03% | 12,314 | 205 | 1.7% | $7,183 | 加仓 |
| AVGO | BROADCOM INC | $42.46万 | 0.03% | 1,372 | -93 | -6.3% | -$2.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.68万 | 0.03% | 1,417 | 43 | 3.1% | $1.26万 | 加仓 |
| IWR | ISHARES TR | $39.53万 | 0.03% | 4,065 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $36.97万 | 0.02% | 14,938 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $36.46万 | 0.02% | 4,523 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $34.78万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.46万 | 0.02% | 342 | 17 | 5.2% | $1.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $31.11万 | 0.02% | 539 | -12 | -2.2% | -$6,926 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $29.85万 | 0.02% | 3,607 | -9 | -0.2% | -$745 | 减仓 |
| MLRG | ISHARES TR | $29.71万 | 0.02% | 3,306 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.71万 | 0.02% | 2,230 | 26 | 1.2% | $3,231 | 加仓 |
| ONEY | SPDR SERIES TRUST | $27.55万 | 0.02% | 2,295 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $25.24万 | 0.02% | 8,275 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.53万 | 0.02% | 562 | 111 | 24.6% | $4.84万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $22.65万 | 0.02% | 4,828 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $22.29万 | 0.01% | 2,766 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $21.33万 | 0.01% | 4,007 | 0 | 0.0% | — | 不变 |