Graves Light Lenhart Wealth, Inc.
HARRISONBURG VA · SEC CIK 0001759803
$9.61亿2026Q1 申报市值
197持仓数
47.7%前十大占比 · 第一大 10.8%
6 / 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
DFNM 加仓+$579.28万
DFCF 加仓+$542.51万
IEFA 加仓+$247.68万
DFEM 加仓+$143.10万
DFUV 加仓+$140.09万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$270.71万
COST 减仓-$59.48万
BIL 减仓-$57.76万
AGG 减仓-$39.96万
BRK/B 减仓-$30.24万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $72.76万 | 0.08% | 3,002 | -237 | -7.3% | -$5.74万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.86万 | 0.08% | 3,598 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $78.74万 | 0.08% | 2,603 | -7 | -0.3% | -$2,117 | 减仓 |
| GE | GE AEROSPACE | $81.27万 | 0.08% | 2,864 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $81.65万 | 0.08% | 8,459 | 10 | 0.1% | $965 | 加仓 |
| ABBV | ABBVIE INC | $81.95万 | 0.09% | 3,768 | -101 | -2.6% | -$2.20万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $83.77万 | 0.09% | 24,450 | 24,450 | — | $83.77万 | 新建仓 |
| CSX | CSX CORP | $84.52万 | 0.09% | 20,590 | 15 | 0.1% | $616 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $84.96万 | 0.09% | 2,902 | 1 | 0.0% | $293 | 加仓 |
| CAT | CATERPILLAR INC | $85.33万 | 0.09% | 1,205 | -7 | -0.6% | -$4,957 | 减仓 |
| MCD | MCDONALDS CORP | $88.88万 | 0.09% | 2,860 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $90.05万 | 0.09% | 6,870 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $91.64万 | 0.10% | 1,059 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $94.23万 | 0.10% | 18,771 | -1,135 | -5.7% | -$5.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $94.80万 | 0.10% | 4,364 | 39 | 0.9% | $8,472 | 加仓 |
| ORCL | ORACLE CORP | $97.53万 | 0.10% | 6,630 | -102 | -1.5% | -$1.50万 | 减仓 |
| USMV | ISHARES TR | $99.34万 | 0.10% | 10,712 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $101.17万 | 0.11% | 13,374 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $101.35万 | 0.11% | 1,696 | -48 | -2.8% | -$2.87万 | 减仓 |
| EOG | EOG RES INC | $102.29万 | 0.11% | 7,076 | -60 | -0.8% | -$8,674 | 减仓 |
| NVDA | NVIDIA CORPORATION | $102.81万 | 0.11% | 5,895 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $103.53万 | 0.11% | 6,667 | -5 | -0.1% | -$776 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $106.48万 | 0.11% | 27,332 | 34 | 0.1% | $1,325 | 加仓 |
| AVGO | BROADCOM INC | $111.14万 | 0.12% | 3,591 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $115.17万 | 0.12% | 6,348 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $116.28万 | 0.12% | 8,875 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $120.25万 | 0.13% | 3,244 | -256 | -7.3% | -$9.49万 | 减仓 |
| BAC | BANK AMERICA CORP | $120.90万 | 0.13% | 24,801 | 9 | 0.0% | $439 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $127.43万 | 0.13% | 54,881 | -1,226 | -2.2% | -$2.85万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $152.40万 | 0.16% | 11,018 | 1 | 0.0% | $138 | 加仓 |
| WFC | WELLS FARGO & CO | $164.68万 | 0.17% | 20,685 | 3 | 0.0% | $239 | 加仓 |
| D | DOMINION ENERGY INC | $167.43万 | 0.17% | 27,084 | -497 | -1.8% | -$3.07万 | 减仓 |
| IWN | ISHARES TR | $168.52万 | 0.18% | 8,889 | -44 | -0.5% | -$8,342 | 减仓 |
| MUB | ISHARES TR | $175.71万 | 0.18% | 16,553 | 7 | 0.0% | $743 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $177.43万 | 0.18% | 7,259 | 39 | 0.5% | $9,533 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $182.31万 | 0.19% | 25,631 | -112 | -0.4% | -$7,966 | 减仓 |
| VUG | VANGUARD INDEX FDS | $190.26万 | 0.20% | 4,356 | 5 | 0.1% | $2,184 | 加仓 |
| LLY | ELI LILLY & CO | $212.25万 | 0.22% | 2,308 | -199 | -7.9% | -$18.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $214.55万 | 0.22% | 16,385 | -244 | -1.5% | -$3.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $218.76万 | 0.23% | 15,146 | -197 | -1.3% | -$2.85万 | 减仓 |
| MRK | MERCK & CO INC | $220.19万 | 0.23% | 18,305 | -232 | -1.3% | -$2.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $231.24万 | 0.24% | 2,321 | -597 | -20.5% | -$59.48万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $233.86万 | 0.24% | 5,049 | 1 | 0.0% | $463 | 加仓 |
| TFC | TRUIST FINL CORP | $236.33万 | 0.25% | 51,410 | 6,238 | 13.8% | $28.68万 | 加仓 |
| DIS | DISNEY WALT CO | $255.78万 | 0.27% | 26,538 | -472 | -1.7% | -$4.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $267.83万 | 0.28% | 9,326 | 282 | 3.1% | $8.10万 | 加仓 |
| IVE | ISHARES TR | $271.04万 | 0.28% | 12,836 | -184 | -1.4% | -$3.89万 | 减仓 |
| PKG | PACKAGING CORP AMER | $275.42万 | 0.29% | 12,978 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $293.25万 | 0.31% | 11,196 | 126 | 1.1% | $3.30万 | 加仓 |
| ACWX | ISHARES TR | $302.42万 | 0.31% | 44,169 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $326.60万 | 0.34% | 94,530 | 41,418 | 78.0% | $143.10万 | 加仓 |
| EFA | ISHARES TR | $341.86万 | 0.36% | 35,196 | -311 | -0.9% | -$3.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $415.18万 | 0.43% | 6,384 | 1 | 0.0% | $650 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $417.21万 | 0.43% | 87,136 | 511 | 0.6% | $2.45万 | 加仓 |
| DVY | ISHARES TR | $422.18万 | 0.44% | 27,883 | 1 | 0.0% | $151 | 加仓 |
| MSFT | MICROSOFT CORP | $423.96万 | 0.44% | 11,453 | -172 | -1.5% | -$6.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.45% | 6 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $432.09万 | 0.45% | 38,201 | -469 | -1.2% | -$5.30万 | 减仓 |
| IJS | ISHARES TR | $493.68万 | 0.51% | 41,679 | 422 | 1.0% | $5.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $508.80万 | 0.53% | 67,749 | -303 | -0.4% | -$2.28万 | 减仓 |
| — | EXXON MOBIL CORP | $532.89万 | 0.55% | 31,410 | -378 | -1.2% | -$6.41万 | 减仓 |
| DLN | WISDOMTREE TR | $549.50万 | 0.57% | 61,513 | -420 | -0.7% | -$3.75万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $576.46万 | 0.60% | 113,075 | 14,359 | 14.5% | $73.20万 | 加仓 |
| IVV | ISHARES TR | $626.80万 | 0.65% | 9,596 | -59 | -0.6% | -$3.85万 | 减仓 |
| IGM | ISHARES TR | $663.34万 | 0.69% | 55,973 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $688.04万 | 0.72% | 96,458 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $706.34万 | 0.73% | 24,623 | -229 | -0.9% | -$6.57万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $719.03万 | 0.75% | 112,208 | 4,376 | 4.1% | $28.04万 | 加仓 |
| BIL | SPDR SERIES TRUST | $729.39万 | 0.76% | 79,593 | -6,303 | -7.3% | -$57.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $773.29万 | 0.80% | 26,288 | -9,203 | -25.9% | -$270.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $808.59万 | 0.84% | 39,081 | -474 | -1.2% | -$9.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $845.25万 | 0.88% | 169,422 | 3,349 | 2.0% | $16.71万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $857.31万 | 0.89% | 171,634 | 6,335 | 3.8% | $31.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $867.38万 | 0.90% | 27,037 | 3 | 0.0% | $962 | 加仓 |
| IWB | ISHARES TR | $903.77万 | 0.94% | 25,347 | -150 | -0.6% | -$5.35万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $907.58万 | 0.94% | 123,245 | 89 | 0.1% | $6,554 | 加仓 |
| AMZN | AMAZON COM INC | $1,052.85万 | 1.10% | 50,552 | -114 | -0.2% | -$2.37万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,236.57万 | 1.29% | 345,603 | -8,049 | -2.3% | -$28.80万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,375.41万 | 1.43% | 404,889 | 32,306 | 8.7% | $109.74万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,434.32万 | 1.49% | 70,382 | 3,782 | 5.7% | $77.07万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,532.81万 | 1.59% | 37,598 | 2,846 | 8.2% | $116.03万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,714.57万 | 1.78% | 353,811 | 28,909 | 8.9% | $140.09万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,853.58万 | 1.93% | 246,520 | 9,505 | 4.0% | $71.47万 | 加仓 |
| GOOGL | ALPHABET INC | $2,003.74万 | 2.08% | 69,681 | -471 | -0.7% | -$13.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,065.06万 | 2.15% | 673,097 | 183 | 0.0% | $5,614 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,090.40万 | 2.18% | 142,582 | -763 | -0.5% | -$11.19万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,314.01万 | 2.41% | 482,789 | 120,859 | 33.4% | $579.28万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,398.55万 | 2.50% | 305,899 | 10,725 | 3.6% | $84.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,472.32万 | 2.57% | 114,960 | -643 | -0.6% | -$13.83万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,540.81万 | 2.64% | 320,527 | 11,132 | 3.6% | $88.24万 | 加仓 |
| SDY | SPDR SERIES TRUST | $2,656.70万 | 2.76% | 182,040 | 91 | 0.1% | $1.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,681.12万 | 2.79% | 181,034 | 58 | 0.0% | $8,590 | 加仓 |
| AAPL | APPLE INC | $2,742.39万 | 2.85% | 108,058 | -242 | -0.2% | -$6.14万 | 减仓 |
| IJH | ISHARES TR | $3,444.12万 | 3.58% | 510,013 | 15,538 | 3.1% | $104.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,531.70万 | 3.67% | 73,700 | -631 | -0.8% | -$30.24万 | 减仓 |
| IJR | ISHARES TR | $3,762.83万 | 3.92% | 302,697 | 9,780 | 3.3% | $121.58万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,437.81万 | 5.66% | 1,287,970 | 128,495 | 11.1% | $542.51万 | 加仓 |
| IEFA | ISHARES TR | $8,675.14万 | 9.03% | 958,261 | 27,359 | 2.9% | $247.68万 | 加仓 |
| AGG | ISHARES TR | $1.03亿 | 10.76% | 1,042,076 | -4,025 | -0.4% | -$39.96万 | 减仓 |