Aquire Wealth Advisors, LLC
Salt Lake City UT · SEC CIK 0001745945
$4.36亿2026Q2 申报市值
54持仓数
89.3%前十大占比 · 第一大 42.8%
4 / 1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
DFAU 加仓+$1,007.98万
DFAI 加仓+$388.79万
TFLO 加仓+$332.92万
DFAE 加仓+$164.54万
AVGO 新建仓+$26.90万
2026Q2 卖出最多 按季末市值估算
SPTM 减仓-$173.21万
AGG 减仓-$133.77万
MUB 减仓-$107.95万
SPIB 减仓-$67.92万
TFI 减仓-$64.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $1.87亿 | 42.81% | 3,613,432 | 195,004 | 5.7% | $1,007.98万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,420.28万 | 12.42% | 1,314,008 | 94,252 | 7.7% | $388.79万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,562.24万 | 10.46% | 1,134,603 | 40,920 | 3.7% | $164.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $4,239.09万 | 9.72% | 466,911 | -19,078 | -3.9% | -$173.21万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,313.00万 | 3.01% | 260,566 | -12,200 | -4.5% | -$61.48万 | 减仓 |
| AGG | ISHARES TR | $1,282.98万 | 2.94% | 129,620 | -13,515 | -9.4% | -$133.77万 | 减仓 |
| MUB | ISHARES TR | $1,010.53万 | 2.32% | 93,898 | -10,031 | -9.7% | -$107.95万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,002.29万 | 2.30% | 193,566 | -8,645 | -4.3% | -$44.76万 | 减仓 |
| TFLO | ISHARES TR | $899.02万 | 2.06% | 177,566 | 65,756 | 58.8% | $332.92万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $555.04万 | 1.27% | 165,882 | -20,298 | -10.9% | -$67.92万 | 减仓 |
| IWV | ISHARES TR | $547.24万 | 1.25% | 12,834 | -564 | -4.2% | -$24.05万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $531.04万 | 1.22% | 206,789 | -21,348 | -9.4% | -$54.82万 | 减仓 |
| TFI | SPDR SERIES TRUST | $275.25万 | 0.63% | 60,099 | -13,998 | -18.9% | -$64.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $258.03万 | 0.59% | 36,214 | -2,161 | -5.6% | -$15.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $253.60万 | 0.58% | 57,169 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $242.23万 | 0.56% | 6,545 | -39 | -0.6% | -$1.44万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $228.74万 | 0.52% | 89,629 | -12,989 | -12.7% | -$33.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $182.23万 | 0.42% | 9,107 | 50 | 0.6% | $1.00万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $178.49万 | 0.41% | 13,965 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $161.26万 | 0.37% | 16,722 | 122 | 0.7% | $1.18万 | 加仓 |
| AAPL | APPLE INC | $139.69万 | 0.32% | 4,827 | 127 | 2.7% | $3.68万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $131.92万 | 0.30% | 35,808 | 6 | 0.0% | $221 | 加仓 |
| SHM | SPDR SERIES TRUST | $128.57万 | 0.29% | 26,806 | -1,629 | -5.7% | -$7.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $95.75万 | 0.22% | 1,394 | -177 | -11.3% | -$12.16万 | 减仓 |
| GOOGL | ALPHABET INC | $92.61万 | 0.21% | 2,591 | 271 | 11.7% | $9.69万 | 加仓 |
| TSLA | TESLA INC | $92.07万 | 0.21% | 2,189 | 159 | 7.8% | $6.69万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.87万 | 0.21% | 15,224 | -1,075 | -6.6% | -$6.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.92万 | 0.18% | 833 | 7 | 0.8% | $6,548 | 加仓 |
| AMZN | AMAZON COM INC | $77.89万 | 0.18% | 3,268 | -32 | -1.0% | -$7,627 | 减仓 |
| ITM | VANECK ETF TRUST | $74.45万 | 0.17% | 15,843 | -3,471 | -18.0% | -$16.31万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.02万 | 0.15% | 23,143 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $55.44万 | 0.13% | 1,505 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $53.16万 | 0.12% | 5,447 | 132 | 2.5% | $1.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $48.18万 | 0.11% | 1,291 | 163 | 14.5% | $6.08万 | 加仓 |
| APH | AMPHENOL CORP | $45.91万 | 0.11% | 2,604 | -82 | -3.1% | -$1.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.07万 | 0.10% | 563 | 7 | 1.3% | $5,231 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $37.34万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $36.68万 | 0.08% | 7,378 | -796 | -9.7% | -$3.96万 | 减仓 |
| AOR | ISHARES TR | $34.37万 | 0.08% | 4,944 | 101 | 2.1% | $7,020 | 加仓 |
| META | META PLATFORMS INC | $34.08万 | 0.08% | 605 | 61 | 11.2% | $3.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.13万 | 0.08% | 11,961 | 548 | 4.8% | $1.52万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.37万 | 0.07% | 446 | 2 | 0.5% | $1,407 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.87万 | 0.07% | 597 | -1 | -0.2% | -$500 | 减仓 |
| AVGO | BROADCOM INC | $26.90万 | 0.06% | 712 | 712 | — | $26.90万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $26.84万 | 0.06% | 5,147 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.67万 | 0.06% | 726 | -6 | -0.8% | -$2,122 | 减仓 |
| NFLX | NETFLIX INC. | $25.27万 | 0.06% | 3,539 | 93 | 2.7% | $6,640 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.69万 | 0.05% | 974 | -151 | -13.4% | -$3.67万 | 减仓 |
| — | EXXON MOBIL CORP | $23.67万 | 0.05% | 1,731 | -166 | -8.8% | -$2.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.91万 | 0.05% | 1,917 | 1,917 | — | $22.91万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.54万 | 0.05% | 5,810 | 5,810 | — | $22.54万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.39万 | 0.05% | 2,778 | 1,648 | 145.8% | $13.28万 | 重新持有 |
| AOM | ISHARES TR | $21.59万 | 0.05% | 4,327 | -3 | -0.1% | -$150 | 重新持有 |
| IJH | ISHARES TR | $20.80万 | 0.05% | 2,697 | 2,697 | — | $20.80万 | 新建仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,192 | -100.0% | -$23.89万 | 清仓 |