Lutz Financial Services LLC
OMAHA NE · SEC CIK 0001737112
$16.42亿2026Q2 申报市值
112持仓数
59.1%前十大占比 · 第一大 10.7%
11 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTEB 加仓+$476.73万
SPYV 加仓+$377.87万
BND 加仓+$347.39万
VCSH 加仓+$319.11万
VOO 加仓+$292.72万
2026Q2 卖出最多 按季末市值估算
IVE 减仓-$26.54万
AVDE 减仓-$25.19万
SPY 减仓-$25.02万
SLYV 减仓-$23.78万
SUB 减仓-$22.47万
2026Q2 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 | $1.76亿 | 10.72% | 256,299 | 4,262 | 1.7% | $292.72万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.52亿 | 9.24% | 2,496,836 | 62,160 | 2.6% | $377.87万 | 加仓 |
| IJH | ISHARES TR | $1.25亿 | 7.59% | 1,615,391 | 16,917 | 1.1% | $130.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.09亿 | 6.61% | 1,478,462 | 47,322 | 3.3% | $347.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $8,416.09万 | 5.13% | 1,663,916 | 94,253 | 6.0% | $476.73万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $7,868.63万 | 4.79% | 829,586 | 23,727 | 2.9% | $225.05万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,127.11万 | 4.34% | 901,823 | 40,378 | 4.7% | $319.11万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $6,479.29万 | 3.95% | 2,445,014 | 103,109 | 4.4% | $273.24万 | 加仓 |
| MBB | ISHARES TR | $6,219.74万 | 3.79% | 658,034 | 26,184 | 4.1% | $247.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,918.77万 | 3.00% | 65,867 | -335 | -0.5% | -$25.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,118.04万 | 2.51% | 928,322 | 8,711 | 0.9% | $38.64万 | 加仓 |
| MUB | ISHARES TR | $3,845.93万 | 2.34% | 357,361 | 4,198 | 1.2% | $45.18万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,104.86万 | 1.89% | 833,294 | 42,667 | 5.4% | $158.98万 | 加仓 |
| IJR | ISHARES TR | $2,889.21万 | 1.76% | 194,808 | 2,959 | 1.5% | $43.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,655.04万 | 1.62% | 902,154 | 11,354 | 1.3% | $33.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,541.67万 | 1.55% | 609,075 | 30,914 | 5.3% | $129.00万 | 加仓 |
| IGSB | ISHARES TR | $2,508.42万 | 1.53% | 478,615 | 3,446 | 0.7% | $18.06万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,479.01万 | 1.51% | 672,364 | -6,004 | -0.9% | -$22.14万 | 减仓 |
| IVE | ISHARES TR | $2,368.50万 | 1.44% | 104,312 | -1,169 | -1.1% | -$26.54万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,141.99万 | 1.30% | 274,930 | 10,923 | 4.1% | $85.10万 | 加仓 |
| AGG | ISHARES TR | $2,068.27万 | 1.26% | 208,958 | -189 | -0.1% | -$1.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,962.37万 | 1.20% | 238,326 | -495 | -0.2% | -$4.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,849.05万 | 1.13% | 84,845 | 24 | 0.0% | $5,230 | 加仓 |
| QUAL | ISHARES TR | $1,769.59万 | 1.08% | 80,645 | -261 | -0.3% | -$5.73万 | 减仓 |
| IVV | ISHARES TR | $1,759.97万 | 1.07% | 23,501 | -273 | -1.1% | -$20.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,756.60万 | 1.07% | 88,896 | -815 | -0.9% | -$16.10万 | 减仓 |
| IJJ | ISHARES TR | $1,748.21万 | 1.06% | 118,338 | -492 | -0.4% | -$7.27万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,572.47万 | 0.96% | 71,734 | -561 | -0.8% | -$12.30万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,534.07万 | 0.93% | 122,961 | 4,516 | 3.8% | $56.34万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,486.86万 | 0.91% | 136,271 | -2,179 | -1.6% | -$23.78万 | 减仓 |
| TIP | ISHARES TR | $1,417.83万 | 0.86% | 129,565 | -967 | -0.7% | -$10.58万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,410.78万 | 0.86% | 390,473 | -5,807 | -1.5% | -$20.98万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,300.79万 | 0.79% | 114,034 | -792 | -0.7% | -$9.03万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,292.16万 | 0.79% | 144,861 | -2,824 | -1.9% | -$25.19万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,278.42万 | 0.78% | 18,176 | -14 | -0.1% | -$9,847 | 减仓 |
| IUSV | ISHARES TR | $1,214.35万 | 0.74% | 110,245 | -1,326 | -1.2% | -$14.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,037.68万 | 0.63% | 148,452 | -1,062 | -0.7% | -$7.42万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,033.75万 | 0.63% | 254,366 | 8,690 | 3.5% | $35.32万 | 加仓 |
| STIP | ISHARES TR | $934.98万 | 0.57% | 91,521 | 2,119 | 2.4% | $21.65万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $815.68万 | 0.50% | 148,278 | -2,280 | -1.5% | -$12.54万 | 减仓 |
| IEMG | ISHARES INC | $731.56万 | 0.45% | 88,309 | -630 | -0.7% | -$5.22万 | 减仓 |
| SUB | ISHARES TR | $588.04万 | 0.36% | 55,231 | -2,110 | -3.7% | -$22.47万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $582.78万 | 0.35% | 23,984 | -49 | -0.2% | -$1.19万 | 减仓 |
| IJS | ISHARES TR | $582.76万 | 0.35% | 42,637 | 306 | 0.7% | $4.18万 | 加仓 |
| IWV | ISHARES TR | $505.45万 | 0.31% | 11,854 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $464.95万 | 0.28% | 77,894 | 64 | 0.1% | $3,820 | 加仓 |
| ISTB | ISHARES TR | $464.31万 | 0.28% | 96,229 | 1,324 | 1.4% | $6.39万 | 加仓 |
| STPZ | PIMCO ETF TR | $408.50万 | 0.25% | 76,584 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $364.67万 | 0.22% | 72,601 | -3,019 | -4.0% | -$15.16万 | 减仓 |
| IWB | ISHARES TR | $281.74万 | 0.17% | 6,880 | -276 | -3.9% | -$11.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $222.52万 | 0.14% | 11,121 | 836 | 8.1% | $16.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $218.17万 | 0.13% | 30,620 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $186.10万 | 0.11% | 39,757 | -1,962 | -4.7% | -$9.18万 | 减仓 |
| AAPL | APPLE INC | $179.40万 | 0.11% | 6,200 | 148 | 2.4% | $4.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $166.12万 | 0.10% | 31,486 | -208 | -0.7% | -$1.10万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $156.89万 | 0.10% | 16,270 | 1 | 0.0% | $96 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $156.74万 | 0.10% | 29,015 | -52 | -0.2% | -$2,809 | 减仓 |
| VTI | VANGUARD INDEX FDS | $130.87万 | 0.08% | 3,537 | 84 | 2.4% | $3.11万 | 加仓 |
| IWM | ISHARES TR | $126.19万 | 0.08% | 4,200 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $124.77万 | 0.08% | 3,628 | -46 | -1.3% | -$1.58万 | 减仓 |
| VO | VANGUARD INDEX FDS | $122.14万 | 0.07% | 15,159 | -473 | -3.0% | -$3.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $115.04万 | 0.07% | 3,084 | -16 | -0.5% | -$5,968 | 减仓 |
| IWD | ISHARES TR | $97.21万 | 0.06% | 4,010 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $95.86万 | 0.06% | 4,051 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $87.33万 | 0.05% | 3,664 | 211 | 6.1% | $5.03万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $87.16万 | 0.05% | 18,253 | -1,535 | -7.8% | -$7.33万 | 减仓 |
| EFA | ISHARES TR | $82.89万 | 0.05% | 7,979 | -130 | -1.6% | -$1.35万 | 减仓 |
| VB | VANGUARD INDEX FDS | $77.03万 | 0.05% | 2,541 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $71.82万 | 0.04% | 7,456 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1,435 | 85 | 6.3% | $4.25万 | 加仓 |
| GOOGL | ALPHABET INC | $71.40万 | 0.04% | 1,998 | -150 | -7.0% | -$5.36万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.48万 | 0.04% | 19,349 | 15 | 0.1% | $508 | 加仓 |
| SPMD | SPDR SERIES TRUST | $62.59万 | 0.04% | 9,264 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.85万 | 0.04% | 1,694 | -65 | -3.7% | -$2.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $58.87万 | 0.04% | 510 | 510 | — | $58.87万 | 新建仓 |
| DBEF | DBX ETF TR | $57.19万 | 0.03% | 10,469 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $53.84万 | 0.03% | 4,204 | -30 | -0.7% | -$3,842 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $53.28万 | 0.03% | 5,170 | 50 | 1.0% | $5,153 | 加仓 |
| AVGO | BROADCOM INC | $53.15万 | 0.03% | 1,407 | 35 | 2.6% | $1.32万 | 加仓 |
| META | META PLATFORMS INC | $51.71万 | 0.03% | 918 | 127 | 16.1% | $7.15万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $48.62万 | 0.03% | 3,098 | -85 | -2.7% | -$1.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.91万 | 0.03% | 12,351 | 37 | 0.3% | $1,435 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.19万 | 0.03% | 1,411 | -6 | -0.4% | -$1,964 | 减仓 |
| IWN | ISHARES TR | $44.93万 | 0.03% | 2,031 | -400 | -16.5% | -$8.85万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $44.63万 | 0.03% | 10,574 | -579 | -5.2% | -$2.44万 | 减仓 |
| IWR | ISHARES TR | $43.57万 | 0.03% | 3,949 | -116 | -2.9% | -$1.28万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.38万 | 0.03% | 14,938 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $40.78万 | 0.02% | 340 | -2 | -0.6% | -$2,399 | 减仓 |
| — | SPDR INDEX SHS FDS | $40.08万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $39.91万 | 0.02% | 4,376 | -147 | -3.3% | -$1.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $39.69万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $34.27万 | 0.02% | 3,306 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $30.46万 | 0.02% | 3,686 | 79 | 2.2% | $6,529 | 加仓 |
| ONEY | SPDR SERIES TRUST | $29.40万 | 0.02% | 2,295 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.02万 | 0.02% | 3,369 | -3 | -0.1% | -$258 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.80万 | 0.02% | 8,275 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $27.81万 | 0.02% | 5,371 | 543 | 11.2% | $2.81万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $26.70万 | 0.02% | 2,767 | 1 | 0.0% | $97 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.73万 | 0.02% | 443 | 443 | — | $25.73万 | 新建仓 |