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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $28.46万 | 0.04% | 1,131 | 85 | 8.1% | $2.14万 | 加仓 |
| MBB | ISHARES TR | $28.18万 | 0.04% | 2,981 | 116 | 4.0% | $1.10万 | 加仓 |
| KLAC | KLA CORP | $27.79万 | 0.04% | 921 | 921 | — | $27.79万 | 新建仓 |
| CMI | CUMMINS INC | $27.03万 | 0.04% | 379 | 1 | 0.3% | $713 | 加仓 |
| CSCO | CISCO SYS INC | $26.26万 | 0.04% | 2,236 | 2,236 | — | $26.26万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.01万 | 0.04% | 278 | 21 | 8.2% | $1.97万 | 加仓 |
| BSVO | EA SERIES TRUST | $25.69万 | 0.04% | 8,802 | 8,802 | — | $25.69万 | 新建仓 |
| LQD | ISHARES TR | $25.49万 | 0.04% | 2,337 | -35 | -1.5% | -$3,817 | 减仓 |
| — | EXXON MOBIL CORP | $25.13万 | 0.04% | 1,838 | 229 | 14.2% | $3.13万 | 加仓 |
| IXUS | ISHARES TR | $24.05万 | 0.03% | 2,520 | 2,520 | — | $24.05万 | 新建仓 |
| SHY | ISHARES TR | $23.34万 | 0.03% | 2,842 | 29 | 1.0% | $2,381 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.23万 | 0.03% | 4,222 | 4,222 | — | $23.23万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.02万 | 0.03% | 482 | 482 | — | $23.02万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $22.45万 | 0.03% | 1,887 | 1,887 | — | $22.45万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.42万 | 0.03% | 6,184 | -425 | -6.4% | -$1.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.16万 | 0.03% | 301 | 301 | — | $22.16万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.94万 | 0.03% | 420 | 420 | — | $21.94万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.17万 | 0.03% | 2,803 | 370 | 15.2% | $2.79万 | 加仓 |
| V | VISA INC | $20.62万 | 0.03% | 601 | 601 | — | $20.62万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $20.62万 | 0.03% | 1,356 | -42 | -3.0% | -$6,385 | 减仓 |
| 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 |