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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,771.76万 | 4.37% | 141,272 | -620 | -0.4% | -$12.16万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,863.73万 | 4.51% | 806,005 | -28,188 | -3.4% | -$100.15万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,761.95万 | 5.93% | 717,238 | 65,514 | 10.1% | $343.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,954.96万 | 6.24% | 516,718 | 3,326 | 0.6% | $25.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,371.45万 | 6.89% | 1,189,187 | -5,687 | -0.5% | -$20.91万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,964.05万 | 9.40% | 1,245,625 | 24,971 | 2.0% | $119.56万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $6,509.15万 | 10.26% | 1,541,722 | 58,829 | 4.0% | $248.38万 | 加仓 |