MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
INDIANAPOLIS IN · SEC CIK 0001767601
$6.34亿2026Q1 申报市值
106持仓数
59.3%前十大占比 · 第一大 10.3%
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
DFGX 加仓+$343.62万
DFCF 加仓+$248.38万
DFSD 加仓+$119.56万
QUAL 加仓+$78.55万
GILD 新建仓+$72.29万
2026Q1 卖出最多 按季末市值估算
BNDX 减仓-$242.81万
COST 减仓-$161.27万
DUSB 减仓-$118.70万
DFIC 减仓-$100.15万
DFAE 减仓-$85.51万
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,313 | -100.0% | -$23.52万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $20.24万 | 0.03% | 1,398 | -1 | -0.1% | -$145 | 减仓 |
| CMI | CUMMINS INC | $20.34万 | 0.03% | 378 | -58 | -13.3% | -$3.12万 | 减仓 |
| HD | HOME DEPOT INC | $20.49万 | 0.03% | 623 | -121 | -16.3% | -$3.98万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.42万 | 0.03% | 314 | 314 | — | $21.42万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.45万 | 0.03% | 2,433 | -310 | -11.3% | -$2.73万 | 减仓 |
| CAT | CATERPILLAR INC | $21.77万 | 0.03% | 307 | 307 | — | $21.77万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.78万 | 0.03% | 6,609 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.75万 | 0.04% | 1,046 | 164 | 18.6% | $3.57万 | 加仓 |
| SHY | ISHARES TR | $23.23万 | 0.04% | 2,813 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.62万 | 0.04% | 257 | -1,618 | -86.3% | -$161.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.64万 | 0.04% | 1,753 | 161 | 10.1% | $2.36万 | 加仓 |
| LQD | ISHARES TR | $25.85万 | 0.04% | 2,372 | -137 | -5.5% | -$1.49万 | 减仓 |
| MBB | ISHARES TR | $27.20万 | 0.04% | 2,865 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.30万 | 0.04% | 1,609 | 1,609 | — | $27.30万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $28.67万 | 0.05% | 1,173 | 1,173 | — | $28.67万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $28.71万 | 0.05% | 14,124 | 14,124 | — | $28.71万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.78万 | 0.05% | 11,468 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.88万 | 0.05% | 733 | 116 | 18.8% | $4.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.63万 | 0.05% | 2,203 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.15万 | 0.05% | 2,668 | 148 | 5.9% | $1.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.20万 | 0.05% | 2,368 | 251 | 11.9% | $3.63万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $34.57万 | 0.05% | 3,079 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $34.92万 | 0.06% | 8,987 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $35.35万 | 0.06% | 3,418 | 18 | 0.5% | $1,862 | 加仓 |
| BAC | BANK AMERICA CORP | $37.20万 | 0.06% | 7,631 | 453 | 6.3% | $2.21万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.60万 | 0.06% | 2,872 | 46 | 1.6% | $6,023 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $37.62万 | 0.06% | 6,797 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $38.85万 | 0.06% | 3,125 | -118 | -3.6% | -$1.47万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $39.80万 | 0.06% | 4,208 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.73万 | 0.06% | 6,356 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $44.22万 | 0.07% | 4,007 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $45.20万 | 0.07% | 1,822 | -70 | -3.7% | -$1.74万 | 减仓 |
| GEV | GE VERNOVA INC | $46.87万 | 0.07% | 537 | 20 | 3.9% | $1.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.36万 | 0.08% | 1,030 | 109 | 11.8% | $5.22万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $54.99万 | 0.09% | 2,948 | 25 | 0.9% | $4,663 | 加仓 |
| ICSH | ISHARES TR | $59.17万 | 0.09% | 11,690 | 49 | 0.4% | $2,480 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.20万 | 0.09% | 11,698 | -649 | -5.3% | -$3.28万 | 减仓 |
| GE | GE AEROSPACE | $59.39万 | 0.09% | 2,093 | 63 | 3.1% | $1.79万 | 加仓 |
| SDY | SPDR SERIES TRUST | $59.73万 | 0.09% | 4,093 | -33 | -0.8% | -$4,816 | 减仓 |
| DGRO | ISHARES TR | $60.64万 | 0.10% | 8,640 | -1,213 | -12.3% | -$8.51万 | 减仓 |
| IJS | ISHARES TR | $61.24万 | 0.10% | 5,170 | -15 | -0.3% | -$1,777 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $61.77万 | 0.10% | 13,466 | -86 | -0.6% | -$3,945 | 减仓 |
| GOOG | ALPHABET INC | $63.48万 | 0.10% | 2,213 | 380 | 20.7% | $10.90万 | 加仓 |
| EEMV | ISHARES INC | $64.66万 | 0.10% | 9,989 | -60 | -0.6% | -$3,884 | 减仓 |
| USIG | ISHARES TR | $66.80万 | 0.11% | 13,040 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $72.29万 | 0.11% | 5,187 | 5,187 | — | $72.29万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.56万 | 0.12% | 30,125 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $81.12万 | 0.13% | 2,182 | 310 | 16.6% | $11.52万 | 加仓 |
| META | META PLATFORMS INC | $81.19万 | 0.13% | 1,419 | 147 | 11.6% | $8.41万 | 加仓 |
| AVGO | BROADCOM INC | $82.95万 | 0.13% | 2,680 | 89 | 3.4% | $2.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $89.30万 | 0.14% | 11,570 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $90.47万 | 0.14% | 29,662 | -3,241 | -9.9% | -$9.89万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $105.89万 | 0.17% | 36,413 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $112.05万 | 0.18% | 1,606 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $120.03万 | 0.19% | 4,080 | 161 | 4.1% | $4.74万 | 加仓 |
| IEFA | ISHARES TR | $130.10万 | 0.21% | 14,371 | -631 | -4.2% | -$5.71万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $130.69万 | 0.21% | 38,472 | -610 | -1.6% | -$2.07万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $130.95万 | 0.21% | 26,304 | -1,536 | -5.5% | -$7.65万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $135.18万 | 0.21% | 50,858 | 1,265 | 2.6% | $3.36万 | 加仓 |
| IWD | ISHARES TR | $142.73万 | 0.23% | 6,680 | -144 | -2.1% | -$3.08万 | 减仓 |
| AMZN | AMAZON COM INC | $154.29万 | 0.24% | 7,408 | 497 | 7.2% | $10.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $157.29万 | 0.25% | 7,240 | -222 | -3.0% | -$4.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $157.74万 | 0.25% | 22,245 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $161.87万 | 0.26% | 5,629 | 381 | 7.3% | $10.96万 | 加仓 |
| IGIB | ISHARES TR | $165.43万 | 0.26% | 31,084 | -529 | -1.7% | -$2.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $170.37万 | 0.27% | 31,521 | -5,715 | -15.3% | -$30.89万 | 减仓 |
| IVW | ISHARES TR | $188.14万 | 0.30% | 16,633 | -332 | -2.0% | -$3.76万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $189.36万 | 0.30% | 73,855 | -88 | -0.1% | -$2,256 | 减仓 |
| LRGF | ISHARES TR | $194.06万 | 0.31% | 29,403 | -1,151 | -3.8% | -$7.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $196.82万 | 0.31% | 7,515 | -168 | -2.2% | -$4.40万 | 减仓 |
| IYW | ISHARES TR | $203.90万 | 0.32% | 11,239 | -92 | -0.8% | -$1.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $217.51万 | 0.34% | 5,876 | 27 | 0.5% | $9,995 | 加仓 |
| EFG | ISHARES TR | $221.15万 | 0.35% | 19,857 | -241 | -1.2% | -$2.68万 | 减仓 |
| VV | VANGUARD INDEX FDS | $230.02万 | 0.36% | 7,697 | -182 | -2.3% | -$5.44万 | 减仓 |
| IVE | ISHARES TR | $294.93万 | 0.46% | 13,968 | -185 | -1.3% | -$3.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $311.39万 | 0.49% | 17,855 | 1,090 | 6.5% | $19.01万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $380.84万 | 0.60% | 84,405 | 2,983 | 3.7% | $13.46万 | 加仓 |
| QUAL | ISHARES TR | $418.55万 | 0.66% | 21,821 | 4,095 | 23.1% | $78.55万 | 加仓 |
| AAPL | APPLE INC | $438.15万 | 0.69% | 17,264 | 1,107 | 6.9% | $28.09万 | 加仓 |
| EFV | ISHARES TR | $451.88万 | 0.71% | 60,777 | -461 | -0.8% | -$3.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $482.78万 | 0.76% | 65,560 | -9,672 | -12.9% | -$71.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $489.18万 | 0.77% | 25,489 | -163 | -0.6% | -$3.13万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $491.78万 | 0.78% | 59,430 | -2,114 | -3.4% | -$17.49万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $518.63万 | 0.82% | 109,117 | -3,003 | -2.7% | -$14.27万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $602.16万 | 0.95% | 154,559 | 2,837 | 1.9% | $11.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $648.40万 | 1.02% | 10,851 | -107 | -1.0% | -$6.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $727.41万 | 1.15% | 11,185 | -12 | -0.1% | -$7,804 | 减仓 |
| IWF | ISHARES TR | $781.20万 | 1.23% | 18,321 | -129 | -0.7% | -$5.50万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $919.76万 | 1.45% | 191,418 | -50,532 | -20.9% | -$242.81万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,273.06万 | 2.01% | 305,143 | 4,046 | 1.3% | $16.88万 | 加仓 |
| LLY | ELI LILLY & CO | $1,486.96万 | 2.34% | 16,167 | -714 | -4.2% | -$65.67万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,541.95万 | 2.43% | 478,569 | -5,970 | -1.2% | -$19.24万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,663.99万 | 2.62% | 328,138 | -23,407 | -6.7% | -$118.70万 | 减仓 |
| IVV | ISHARES TR | $1,914.50万 | 3.02% | 29,309 | -158 | -0.5% | -$10.32万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,970.17万 | 3.11% | 373,279 | -15,725 | -4.0% | -$83.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,097.74万 | 3.31% | 48,026 | 277 | 0.6% | $12.10万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,289.12万 | 3.61% | 288,775 | 6,027 | 2.1% | $47.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,509.19万 | 3.96% | 352,761 | 278 | 0.1% | $1.98万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,606.79万 | 4.11% | 769,872 | -25,253 | -3.2% | -$85.51万 | 减仓 |