Graves Light Lenhart Wealth, Inc.
HARRISONBURG VA · SEC CIK 0001759803
$10.72亿2026Q2 申报市值
203持仓数
46.9%前十大占比 · 第一大 10.2%
9 / 4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
DFAX 加仓+$624.20万
AGG 加仓+$593.80万
IEFA 加仓+$532.32万
DFCF 加仓+$398.37万
DFNM 加仓+$357.01万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$275.57万
VCSH 减仓-$148.26万
DIS 减仓-$130.40万
AAPL 减仓-$43.03万
SPHQ 减仓-$40.50万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $1.09亿 | 10.18% | 1,102,068 | 59,992 | 5.8% | $593.80万 | 加仓 |
| IEFA | ISHARES TR | $9,787.20万 | 9.13% | 1,013,378 | 55,117 | 5.8% | $532.32万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,834.90万 | 5.44% | 1,382,349 | 94,379 | 7.3% | $398.37万 | 加仓 |
| IJR | ISHARES TR | $4,606.65万 | 4.30% | 310,610 | 7,913 | 2.6% | $117.36万 | 加仓 |
| IJH | ISHARES TR | $4,093.84万 | 3.82% | 530,909 | 20,896 | 4.1% | $161.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,655.90万 | 3.41% | 73,061 | -639 | -0.9% | -$31.97万 | 减仓 |
| AAPL | APPLE INC | $3,083.74万 | 2.88% | 106,571 | -1,487 | -1.4% | -$43.03万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,862.57万 | 2.67% | 181,141 | 107 | 0.1% | $1.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $2,763.26万 | 2.58% | 181,578 | -462 | -0.3% | -$7.03万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,715.14万 | 2.53% | 114,747 | -213 | -0.2% | -$5.04万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,690.57万 | 2.51% | 556,651 | 73,862 | 15.3% | $357.01万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,478.29万 | 2.31% | 318,097 | 12,198 | 4.0% | $95.03万 | 加仓 |
| GOOGL | ALPHABET INC | $2,454.22万 | 2.29% | 68,674 | -1,007 | -1.4% | -$35.99万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,384.87万 | 2.23% | 301,767 | -18,760 | -5.9% | -$148.26万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,242.40万 | 2.09% | 141,334 | -1,248 | -0.9% | -$19.80万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,216.32万 | 2.07% | 402,895 | 49,084 | 13.9% | $270.01万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,180.64万 | 2.03% | 242,025 | -4,495 | -1.8% | -$40.50万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,138.32万 | 2.00% | 258,813 | 33,225 | 14.7% | $274.51万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,115.81万 | 1.97% | 574,324 | 169,435 | 41.8% | $624.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,113.68万 | 1.97% | 666,565 | -6,532 | -1.0% | -$20.71万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,732.57万 | 1.62% | 79,037 | 8,655 | 12.3% | $189.73万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,448.15万 | 1.35% | 339,406 | -6,197 | -1.8% | -$26.44万 | 减仓 |
| AMZN | AMAZON COM INC | $1,206.76万 | 1.13% | 50,632 | 80 | 0.2% | $1.91万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,151.00万 | 1.07% | 227,560 | 58,138 | 34.3% | $294.06万 | 加仓 |
| IWB | ISHARES TR | $1,030.06万 | 0.96% | 25,154 | -193 | -0.8% | -$7.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,000.66万 | 0.93% | 27,042 | 5 | 0.0% | $1,850 | 加仓 |
| IGM | ISHARES TR | $915.61万 | 0.85% | 55,973 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $914.17万 | 0.85% | 181,998 | 10,364 | 6.0% | $52.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $896.68万 | 0.84% | 122,146 | -1,099 | -0.9% | -$8.07万 | 减仓 |
| GOOG | ALPHABET INC | $858.80万 | 0.80% | 24,306 | -317 | -1.3% | -$11.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $844.99万 | 0.79% | 25,815 | -473 | -1.8% | -$15.48万 | 减仓 |
| SYY | SYSCO CORP | $806.81万 | 0.75% | 96,531 | 73 | 0.1% | $6,101 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $791.84万 | 0.74% | 111,135 | -1,073 | -1.0% | -$7.65万 | 减仓 |
| BIL | SPDR SERIES TRUST | $712.61万 | 0.66% | 77,762 | -1,831 | -2.3% | -$16.78万 | 减仓 |
| IVV | ISHARES TR | $711.35万 | 0.66% | 9,499 | -97 | -1.0% | -$7.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $646.36万 | 0.60% | 38,994 | -87 | -0.2% | -$1.44万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $622.54万 | 0.58% | 122,067 | 8,992 | 8.0% | $45.86万 | 加仓 |
| DLN | WISDOMTREE TR | $604.01万 | 0.56% | 62,709 | 1,196 | 1.9% | $11.52万 | 加仓 |
| IJS | ISHARES TR | $568.81万 | 0.53% | 41,616 | -63 | -0.2% | -$8,611 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $547.66万 | 0.51% | 65,393 | -2,356 | -3.5% | -$19.73万 | 减仓 |
| IVW | ISHARES TR | $512.38万 | 0.48% | 37,256 | -945 | -2.5% | -$13.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $490.64万 | 0.46% | 6,570 | 186 | 2.9% | $13.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.42% | 6 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $428.80万 | 0.40% | 31,363 | -47 | -0.1% | -$6,426 | 减仓 |
| DVY | ISHARES TR | $425.84万 | 0.40% | 27,245 | -638 | -2.3% | -$9.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $417.60万 | 0.39% | 11,195 | -258 | -2.3% | -$9.62万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $410.31万 | 0.38% | 85,928 | -1,208 | -1.4% | -$5.77万 | 减仓 |
| EFA | ISHARES TR | $362.19万 | 0.34% | 34,866 | -330 | -0.9% | -$3.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $338.95万 | 0.32% | 11,182 | -14 | -0.1% | -$4,244 | 减仓 |
| ACWX | ISHARES TR | $336.24万 | 0.31% | 44,179 | 10 | 0.0% | $761 | 加仓 |
| PKG | PACKAGING CORP AMER | $309.62万 | 0.29% | 12,994 | 16 | 0.1% | $3,812 | 加仓 |
| VO | VANGUARD INDEX FDS | $300.68万 | 0.28% | 37,319 | 15 | 0.0% | $1,209 | 加仓 |
| IVE | ISHARES TR | $288.28万 | 0.27% | 12,696 | -140 | -1.1% | -$3.18万 | 减仓 |
| LLY | ELI LILLY & CO | $276.95万 | 0.26% | 2,309 | 1 | 0.0% | $1,199 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $263.78万 | 0.25% | 5,049 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $254.13万 | 0.24% | 51,009 | -401 | -0.8% | -$2.00万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $251.57万 | 0.23% | 6,505 | 3,603 | 124.2% | $139.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $244.24万 | 0.23% | 28,354 | 2,218 | 8.5% | $19.11万 | 加仓 |
| MRK | MERCK & CO INC | $236.53万 | 0.22% | 18,407 | 102 | 0.6% | $1.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $222.17万 | 0.21% | 15,151 | 5 | 0.0% | $733 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $217.47万 | 0.20% | 17,181 | 796 | 4.9% | $10.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $213.73万 | 0.20% | 2,285 | -36 | -1.6% | -$3.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $209.09万 | 0.20% | 25,393 | -238 | -0.9% | -$1.96万 | 减仓 |
| IWN | ISHARES TR | $194.60万 | 0.18% | 8,797 | -92 | -1.0% | -$2.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $184.37万 | 0.17% | 7,259 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $178.28万 | 0.17% | 16,565 | 12 | 0.1% | $1,291 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $172.93万 | 0.16% | 11,018 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $171.52万 | 0.16% | 20,755 | 70 | 0.3% | $5,785 | 加仓 |
| D | DOMINION ENERGY INC | $171.46万 | 0.16% | 25,108 | -1,976 | -7.3% | -$13.49万 | 减仓 |
| IYW | ISHARES TR | $160.12万 | 0.15% | 6,348 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $142.05万 | 0.13% | 24,929 | 128 | 0.5% | $7,293 | 加仓 |
| IWV | ISHARES TR | $140.93万 | 0.13% | 3,305 | 61 | 1.9% | $2.60万 | 加仓 |
| AVGO | BROADCOM INC | $135.95万 | 0.13% | 3,599 | 8 | 0.2% | $3,022 | 加仓 |
| EMR | EMERSON ELEC CO | $127.05万 | 0.12% | 8,875 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $126.52万 | 0.12% | 54,699 | -182 | -0.3% | -$4,210 | 减仓 |
| DIS | DISNEY WALT CO | $125.03万 | 0.12% | 12,990 | -13,548 | -51.1% | -$130.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $124.14万 | 0.12% | 6,204 | 309 | 5.2% | $6.18万 | 加仓 |
| GLW | CORNING INC | $123.87万 | 0.12% | 4,849 | -359 | -6.9% | -$9.17万 | 减仓 |
| CAT | CATERPILLAR INC | $119.90万 | 0.11% | 1,126 | -79 | -6.6% | -$8.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $117.57万 | 0.11% | 1,712 | 16 | 0.9% | $1.10万 | 加仓 |
| GE | GE AEROSPACE | $114.62万 | 0.11% | 3,067 | 203 | 7.1% | $7.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $113.40万 | 0.11% | 27,491 | 159 | 0.6% | $6,559 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $108.61万 | 0.10% | 26,724 | -67,806 | -71.7% | -$275.57万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $106.97万 | 0.10% | 24,450 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $106.09万 | 0.10% | 4,366 | 2 | 0.0% | $486 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $101.21万 | 0.09% | 13,374 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $98.11万 | 0.09% | 6,695 | 65 | 1.0% | $9,526 | 加仓 |
| CSX | CSX CORP | $97.93万 | 0.09% | 20,603 | 13 | 0.1% | $618 | 加仓 |
| USMV | ISHARES TR | $96.62万 | 0.09% | 10,017 | -695 | -6.5% | -$6.70万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $93.99万 | 0.09% | 6,870 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $93.68万 | 0.09% | 7,838 | -2 | -0.0% | -$239 | 减仓 |
| ABBV | ABBVIE INC | $91.97万 | 0.09% | 3,655 | -113 | -3.0% | -$2.84万 | 减仓 |
| EOG | EOG RES INC | $91.80万 | 0.09% | 7,076 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $89.85万 | 0.08% | 6,636 | -31 | -0.5% | -$4,197 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $88.58万 | 0.08% | 3,598 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $88.05万 | 0.08% | 2,603 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $87.76万 | 0.08% | 747 | 49 | 7.0% | $5.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $84.79万 | 0.08% | 2,040 | 18 | 0.9% | $7,481 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.44万 | 0.08% | 3,003 | 1 | 0.0% | $281 | 加仓 |
| SO | SOUTHERN CO | $81.07万 | 0.08% | 8,470 | 11 | 0.1% | $1,053 | 加仓 |