Aquire Wealth Advisors, LLC
Salt Lake City UT · SEC CIK 0001745945
$3.81亿2026Q1 申报市值
49持仓数
88.4%前十大占比 · 第一大 40.5%
3 / 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
DFAU 加仓+$462.29万
TFLO 加仓+$211.56万
COST 新建仓+$82.31万
DFAI 加仓+$45.81万
DFAE 加仓+$40.92万
2026Q1 卖出最多 按季末市值估算
SPTM 减仓-$248.22万
DFAX 减仓-$120.86万
TFI 减仓-$70.80万
SPDW 减仓-$70.47万
SPEM 减仓-$58.15万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGX | ANGEL STUDIOS INC | $0 | 0.00% | 0 | -27,859 | -100.0% | -$13.01万 | 清仓 |
| GOOG | ALPHABET INC | $20.98万 | 0.06% | 732 | 732 | — | $20.98万 | 新建仓 |
| LQD | ISHARES TR | $23.89万 | 0.06% | 2,192 | 10 | 0.5% | $1,090 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.27万 | 0.06% | 5,147 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $24.45万 | 0.06% | 1,125 | -8 | -0.7% | -$1,739 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.38万 | 0.07% | 444 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $28.25万 | 0.07% | 11,413 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.66万 | 0.08% | 598 | 52 | 9.5% | $2.49万 | 加仓 |
| META | META PLATFORMS INC | $31.13万 | 0.08% | 544 | 82 | 17.7% | $4.69万 | 加仓 |
| AOR | ISHARES TR | $31.16万 | 0.08% | 4,843 | 136 | 2.9% | $8,752 | 加仓 |
| — | EXXON MOBIL CORP | $32.18万 | 0.08% | 1,897 | 1,897 | — | $32.18万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $32.52万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $33.13万 | 0.09% | 3,446 | 306 | 9.7% | $2.94万 | 加仓 |
| APH | AMPHENOL CORP | $33.94万 | 0.09% | 2,686 | -104 | -3.7% | -$1.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.18万 | 0.10% | 556 | 8 | 1.5% | $5,205 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $37.41万 | 0.10% | 8,174 | -1,226 | -13.0% | -$5.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $41.77万 | 0.11% | 1,128 | 365 | 47.8% | $13.52万 | 加仓 |
| AOA | ISHARES TR | $47.03万 | 0.12% | 5,315 | 123 | 2.4% | $1.09万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $58.09万 | 0.15% | 23,143 | 240 | 1.0% | $6,024 | 加仓 |
| GLD | SPDR GOLD TR | $64.76万 | 0.17% | 1,505 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $66.72万 | 0.18% | 2,320 | 280 | 13.7% | $8.05万 | 加仓 |
| AMZN | AMAZON COM INC | $68.73万 | 0.18% | 3,300 | 408 | 14.1% | $8.50万 | 加仓 |
| TSLA | TESLA INC | $75.47万 | 0.20% | 2,030 | 187 | 10.1% | $6.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.31万 | 0.22% | 826 | 826 | — | $82.31万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $88.10万 | 0.23% | 16,299 | -828 | -4.8% | -$4.48万 | 减仓 |
| ITM | VANECK ETF TRUST | $89.67万 | 0.24% | 19,314 | 23 | 0.1% | $1,068 | 加仓 |
| VOO | VANGUARD INDEX FDS | $93.88万 | 0.25% | 1,571 | 14 | 0.9% | $8,366 | 加仓 |
| AAPL | APPLE INC | $119.29万 | 0.31% | 4,700 | 755 | 19.1% | $19.16万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $121.62万 | 0.32% | 35,802 | -35,579 | -49.8% | -$120.86万 | 减仓 |
| SHM | SPDR SERIES TRUST | $136.00万 | 0.36% | 28,435 | -10,988 | -27.9% | -$52.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $147.24万 | 0.39% | 16,600 | -2,862 | -14.7% | -$25.39万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $153.18万 | 0.40% | 13,965 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $157.96万 | 0.42% | 9,057 | 1,084 | 13.6% | $18.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $211.21万 | 0.55% | 6,584 | -285 | -4.1% | -$9.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $222.16万 | 0.58% | 57,169 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $245.91万 | 0.65% | 38,375 | -1,661 | -4.1% | -$10.64万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $262.91万 | 0.69% | 102,618 | -6,111 | -5.6% | -$15.66万 | 减仓 |
| TFI | SPDR SERIES TRUST | $335.96万 | 0.88% | 74,097 | -15,616 | -17.4% | -$70.80万 | 减仓 |
| IWV | ISHARES TR | $496.64万 | 1.31% | 13,398 | -4 | -0.0% | -$1,483 | 减仓 |
| TFLO | ISHARES TR | $566.10万 | 1.49% | 111,810 | 41,785 | 59.7% | $211.56万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $593.38万 | 1.56% | 228,137 | -7,017 | -3.0% | -$18.25万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $624.45万 | 1.64% | 186,180 | -2,693 | -1.4% | -$9.03万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $948.57万 | 2.49% | 202,211 | -12,397 | -5.8% | -$58.15万 | 减仓 |
| MUB | ISHARES TR | $1,103.21万 | 2.90% | 103,929 | -1,535 | -1.5% | -$16.29万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,245.18万 | 3.27% | 272,766 | -15,438 | -5.4% | -$70.47万 | 减仓 |
| AGG | ISHARES TR | $1,420.90万 | 3.73% | 143,135 | -389 | -0.3% | -$3.86万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,703.21万 | 9.73% | 1,093,683 | 12,084 | 1.1% | $40.92万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,842.23万 | 10.10% | 485,989 | -31,397 | -6.1% | -$248.22万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,752.17万 | 12.49% | 1,219,756 | 11,759 | 1.0% | $45.81万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.54亿 | 40.53% | 3,418,428 | 102,457 | 3.1% | $462.29万 | 加仓 |