MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
INDIANAPOLIS IN · SEC CIK 0001767601
$7.03亿2026Q2 申报市值
120持仓数
58.3%前十大占比 · 第一大 9.6%
16 / 2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
DFCF 加仓+$212.31万
DFSD 加仓+$123.61万
DIMENSIONAL ETF 加仓+$121.04万
DFGX 加仓+$116.43万
DUSB 加仓+$112.76万
2026Q2 卖出最多 按季末市值估算
DFAE 减仓-$99.86万
BNDX 减仓-$84.66万
IVV 减仓-$37.44万
PLTR 清仓-$25.64万
NOC 清仓-$21.42万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $636.36万 | 0.91% | 154,268 | -291 | -0.2% | -$1.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $744.51万 | 1.06% | 10,840 | -11 | -0.1% | -$7,555 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $834.89万 | 1.19% | 11,180 | -5 | -0.0% | -$3,734 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $842.38万 | 1.20% | 173,938 | -17,480 | -9.1% | -$84.66万 | 减仓 |
| IWF | ISHARES TR | $908.15万 | 1.29% | 73,138 | -146 | -0.2% | -$1.81万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,279.68万 | 1.82% | 310,187 | 5,044 | 1.7% | $20.81万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,647.02万 | 2.34% | 482,643 | 4,074 | 0.9% | $13.90万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,779.04万 | 2.53% | 350,343 | 22,205 | 6.8% | $112.76万 | 加仓 |
| LLY | ELI LILLY & CO | $2,009.38万 | 2.86% | 16,753 | 586 | 3.6% | $70.29万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,038.50万 | 2.90% | 377,359 | 4,080 | 1.1% | $22.04万 | 加仓 |
| IVV | ISHARES TR | $2,157.50万 | 3.07% | 28,809 | -500 | -1.7% | -$37.44万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,349.20万 | 3.34% | 297,254 | 8,479 | 2.9% | $67.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,500.83万 | 3.56% | 290,322 | 2,166 | 0.8% | $18.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,921.61万 | 4.16% | 354,823 | 2,062 | 0.6% | $16.98万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,995.79万 | 4.26% | 745,037 | -24,835 | -3.2% | -$99.86万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,048.83万 | 4.34% | 818,259 | 12,254 | 1.5% | $45.66万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,099.77万 | 4.41% | 142,237 | 965 | 0.7% | $21.03万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,960.46万 | 5.63% | 738,963 | 21,725 | 3.0% | $116.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,614.64万 | 6.56% | 525,107 | 8,389 | 1.6% | $73.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,083.52万 | 7.23% | 1,218,192 | 29,005 | 2.4% | $121.04万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $6,071.47万 | 8.64% | 1,271,511 | 25,886 | 2.1% | $123.61万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $6,719.92万 | 9.56% | 1,592,020 | 50,298 | 3.3% | $212.31万 | 加仓 |