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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,753 | -100.0% | -$25.64万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -314 | -100.0% | -$21.42万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $20.62万 | 0.03% | 1,356 | -42 | -3.0% | -$6,385 | 减仓 |
| V | VISA INC | $20.62万 | 0.03% | 601 | 601 | — | $20.62万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.17万 | 0.03% | 2,803 | 370 | 15.2% | $2.79万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.94万 | 0.03% | 420 | 420 | — | $21.94万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.16万 | 0.03% | 301 | 301 | — | $22.16万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.42万 | 0.03% | 6,184 | -425 | -6.4% | -$1.54万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $22.45万 | 0.03% | 1,887 | 1,887 | — | $22.45万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.02万 | 0.03% | 482 | 482 | — | $23.02万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.23万 | 0.03% | 4,222 | 4,222 | — | $23.23万 | 新建仓 |
| SHY | ISHARES TR | $23.34万 | 0.03% | 2,842 | 29 | 1.0% | $2,381 | 加仓 |
| IXUS | ISHARES TR | $24.05万 | 0.03% | 2,520 | 2,520 | — | $24.05万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.13万 | 0.04% | 1,838 | 229 | 14.2% | $3.13万 | 加仓 |
| LQD | ISHARES TR | $25.49万 | 0.04% | 2,337 | -35 | -1.5% | -$3,817 | 减仓 |
| BSVO | EA SERIES TRUST | $25.69万 | 0.04% | 8,802 | 8,802 | — | $25.69万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.01万 | 0.04% | 278 | 21 | 8.2% | $1.97万 | 加仓 |
| CSCO | CISCO SYS INC | $26.26万 | 0.04% | 2,236 | 2,236 | — | $26.26万 | 新建仓 |
| CMI | CUMMINS INC | $27.03万 | 0.04% | 379 | 1 | 0.3% | $713 | 加仓 |
| KLAC | KLA CORP | $27.79万 | 0.04% | 921 | 921 | — | $27.79万 | 新建仓 |
| MBB | ISHARES TR | $28.18万 | 0.04% | 2,981 | 116 | 4.0% | $1.10万 | 加仓 |
| ABBV | ABBVIE INC | $28.46万 | 0.04% | 1,131 | 85 | 8.1% | $2.14万 | 加仓 |
| WMT | WALMART INC | $29.44万 | 0.04% | 2,600 | -68 | -2.5% | -$7,701 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.56万 | 0.04% | 1,164 | -9 | -0.8% | -$2,286 | 减仓 |
| INTC | INTEL CORP | $30.59万 | 0.04% | 2,191 | 2,191 | — | $30.59万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $33.21万 | 0.05% | 11,468 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $34.81万 | 0.05% | 2,203 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $35.58万 | 0.05% | 3,483 | 65 | 1.9% | $6,640 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $35.62万 | 0.05% | 4,311 | -87 | -2.0% | -$7,188 | 减仓 |
| HD | HOME DEPOT INC | $36.08万 | 0.05% | 1,023 | 400 | 64.2% | $14.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.21万 | 0.05% | 2,469 | 101 | 4.3% | $1.48万 | 加仓 |
| CAT | CATERPILLAR INC | $36.34万 | 0.05% | 341 | 34 | 11.1% | $3.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $36.71万 | 0.05% | 2,900 | 28 | 1.0% | $3,544 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $37.51万 | 0.05% | 6,797 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $37.81万 | 0.05% | 523 | 523 | — | $37.81万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $40.56万 | 0.06% | 936 | 936 | — | $40.56万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $40.72万 | 0.06% | 3,079 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $43.85万 | 0.06% | 4,007 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $44.37万 | 0.06% | 2,992 | -133 | -4.3% | -$1.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.30万 | 0.06% | 6,358 | 2 | 0.0% | $142 | 加仓 |
| SLYV | SPDR SERIES TRUST | $45.91万 | 0.07% | 4,208 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $46.53万 | 0.07% | 8,166 | 535 | 7.0% | $3.05万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.74万 | 0.07% | 15,993 | 15,993 | — | $49.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.14万 | 0.07% | 1,002 | -28 | -2.7% | -$1.40万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $50.62万 | 0.07% | 14,124 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $54.75万 | 0.08% | 1,822 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $58.73万 | 0.08% | 1,011 | 1,011 | — | $58.73万 | 新建仓 |
| ICSH | ISHARES TR | $59.36万 | 0.08% | 11,736 | 46 | 0.4% | $2,327 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $59.79万 | 0.09% | 518 | 518 | — | $59.79万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $60.16万 | 0.09% | 3,953 | -140 | -3.4% | -$2.13万 | 减仓 |
| DGRO | ISHARES TR | $63.60万 | 0.09% | 8,392 | -248 | -2.9% | -$1.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $64.94万 | 0.09% | 14,640 | 5,653 | 62.9% | $25.08万 | 加仓 |
| GEV | GE VERNOVA INC | $65.67万 | 0.09% | 559 | 22 | 4.1% | $2.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $66.02万 | 0.09% | 2,952 | 4 | 0.1% | $895 | 加仓 |
| IJS | ISHARES TR | $66.73万 | 0.09% | 4,882 | -288 | -5.6% | -$3.94万 | 减仓 |
| USIG | ISHARES TR | $66.88万 | 0.10% | 13,040 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $72.32万 | 0.10% | 9,607 | -382 | -3.8% | -$2.88万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $75.10万 | 0.11% | 13,466 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $81.17万 | 0.12% | 1,441 | 22 | 1.6% | $1.24万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $81.60万 | 0.12% | 16,135 | 4,437 | 37.9% | $22.44万 | 加仓 |
| GE | GE AEROSPACE | $81.92万 | 0.12% | 2,192 | 99 | 4.7% | $3.70万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $83.89万 | 0.12% | 30,287 | 162 | 0.5% | $4,487 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $88.74万 | 0.13% | 11,570 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $89.15万 | 0.13% | 25,610 | -4,052 | -13.7% | -$14.11万 | 减仓 |
| GOOG | ALPHABET INC | $89.50万 | 0.13% | 2,533 | 320 | 14.5% | $11.31万 | 加仓 |
| TSLA | TESLA INC | $98.08万 | 0.14% | 2,332 | 150 | 6.9% | $6.31万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $103.08万 | 0.15% | 8,159 | 2,972 | 57.3% | $37.55万 | 加仓 |
| AVGO | BROADCOM INC | $115.55万 | 0.16% | 3,059 | 379 | 14.1% | $14.32万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $120.85万 | 0.17% | 24,276 | -2,028 | -7.7% | -$10.10万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $131.56万 | 0.19% | 36,413 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $136.13万 | 0.19% | 14,095 | -276 | -1.9% | -$2.67万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $139.17万 | 0.20% | 37,777 | -695 | -1.8% | -$2.56万 | 减仓 |
| VGT | VANGUARD WORLD FD | $150.44万 | 0.21% | 12,587 | -261 | -2.0% | -$3.12万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $157.25万 | 0.22% | 54,279 | 3,421 | 6.7% | $9.91万 | 加仓 |
| IWD | ISHARES TR | $160.39万 | 0.23% | 6,616 | -64 | -1.0% | -$1.55万 | 减仓 |
| IGIB | ISHARES TR | $165.27万 | 0.24% | 31,084 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $167.74万 | 0.24% | 6,903 | -337 | -4.7% | -$8.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $171.48万 | 0.24% | 5,239 | 1,159 | 28.4% | $37.93万 | 加仓 |
| AMZN | AMAZON COM INC | $188.69万 | 0.27% | 7,917 | 509 | 6.9% | $12.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $192.57万 | 0.27% | 23,501 | 1,256 | 5.6% | $10.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $195.41万 | 0.28% | 32,738 | 1,217 | 3.9% | $7.26万 | 加仓 |
| LRGF | ISHARES TR | $217.10万 | 0.31% | 28,705 | -698 | -2.4% | -$5.28万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $217.28万 | 0.31% | 73,830 | -25 | -0.0% | -$736 | 减仓 |
| GOOGL | ALPHABET INC | $217.32万 | 0.31% | 6,081 | 452 | 8.0% | $16.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $219.82万 | 0.31% | 5,893 | 17 | 0.3% | $6,341 | 加仓 |
| IVW | ISHARES TR | $224.24万 | 0.32% | 16,305 | -328 | -2.0% | -$4.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $227.79万 | 0.32% | 7,515 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $239.41万 | 0.34% | 19,242 | -615 | -3.1% | -$7.65万 | 减仓 |
| VV | VANGUARD INDEX FDS | $260.55万 | 0.37% | 7,576 | -121 | -1.6% | -$4.16万 | 减仓 |
| IYW | ISHARES TR | $280.38万 | 0.40% | 11,116 | -123 | -1.1% | -$3.10万 | 减仓 |
| IVE | ISHARES TR | $298.99万 | 0.43% | 13,168 | -800 | -5.7% | -$18.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $406.29万 | 0.58% | 20,305 | 2,450 | 13.7% | $49.02万 | 加仓 |
| EFV | ISHARES TR | $464.04万 | 0.66% | 60,619 | -158 | -0.3% | -$1.21万 | 减仓 |
| QUAL | ISHARES TR | $475.24万 | 0.68% | 21,658 | -163 | -0.7% | -$3.58万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $478.25万 | 0.68% | 92,522 | 8,117 | 9.6% | $41.96万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $481.28万 | 0.68% | 65,560 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $487.35万 | 0.69% | 58,965 | -465 | -0.8% | -$3.84万 | 减仓 |
| AAPL | APPLE INC | $524.33万 | 0.75% | 18,121 | 857 | 5.0% | $24.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $532.05万 | 0.76% | 25,006 | -483 | -1.9% | -$10.28万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $587.13万 | 0.84% | 108,668 | -449 | -0.4% | -$2.43万 | 减仓 |