MONOGRAPH WEALTH ADVISORS, LLC
MANHATTAN BEACH CA · SEC CIK 0001776588
$12.18亿2026Q2 申报市值
143持仓数
73.6%前十大占比 · 第一大 25.7%
8 / 11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
CWK 新建仓+$2,722.02万
DFAX 加仓+$1,194.27万
DFA US Core Equi 加仓+$1,008.17万
IGSB 加仓+$656.99万
VGSH 加仓+$621.72万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$780.37万
GOOGL 减仓-$694.31万
AAPL 减仓-$635.09万
AMZN 减仓-$335.37万
AVGO 减仓-$332.38万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | Berkshire Hathaway | $0 | 0.00% | 0 | -2 | -100.0% | -$143.63万 | 清仓 |
| MCD | McDonalds | $0 | 0.00% | 0 | -1,870 | -100.0% | -$58.12万 | 清仓 |
| HD | Home Depot | $0 | 0.00% | 0 | -1,752 | -100.0% | -$57.61万 | 清仓 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $0 | 0.00% | 0 | -16,387 | -100.0% | -$49.14万 | 清仓 |
| NOW | Servicenow | $0 | 0.00% | 0 | -4,250 | -100.0% | -$44.43万 | 清仓 |
| KEYS | Keysight Tech Inc | $0 | 0.00% | 0 | -1,500 | -100.0% | -$42.36万 | 清仓 |
| — | Honeywell Intl. | $0 | 0.00% | 0 | -1,694 | -100.0% | -$38.29万 | 清仓 |
| NOC | Northrop Grumman | $0 | 0.00% | 0 | -514 | -100.0% | -$35.07万 | 清仓 |
| ADBE | Adobe Systems Inc | $0 | 0.00% | 0 | -1,325 | -100.0% | -$32.21万 | 清仓 |
| CRM | Salesforce.Com | $0 | 0.00% | 0 | -1,394 | -100.0% | -$26.02万 | 清仓 |
| PLTR | Palantir | $0 | 0.00% | 0 | -1,450 | -100.0% | -$21.21万 | 清仓 |
| — | Eightco Holdings Inc | $1.31万 | 0.00% | 18,900 | 0 | 0.0% | — | 不变 |
| — | Connect Biopharma HLDG F | $2.65万 | 0.00% | 11,130 | 0 | 0.0% | — | 不变 |
| — | Offerpad Solutions Inc Class A | $3.22万 | 0.00% | 59,534 | 0 | 0.0% | — | 不变 |
| ACHR | Archer Aviation Inc | $8.95万 | 0.01% | 18,931 | 0 | 0.0% | — | 不变 |
| LION | Lionsgate Studios | $19.87万 | 0.02% | 12,981 | -7,500 | -36.6% | -$11.48万 | 减仓 |
| TPR | Tapestry Inc Com | $20.20万 | 0.02% | 1,380 | 1,380 | — | $20.20万 | 新建仓 |
| AMGN | Amgen | $20.50万 | 0.02% | 566 | 566 | — | $20.50万 | 新建仓 |
| MA | Mastercard | $20.54万 | 0.02% | 400 | -991 | -71.2% | -$50.90万 | 减仓 |
| ACWX | iShares MSCI Acwi Ex US ETF | $21.06万 | 0.02% | 2,767 | 2,767 | — | $21.06万 | 新建仓 |
| IWS | iShares Russell Mid Cap Value ETF | $21.33万 | 0.02% | 1,296 | -449 | -25.7% | -$7.39万 | 重新持有 |
| PWZ | Invsc Calfrna Amt Free MNCPL BND ETF | $22.65万 | 0.02% | 9,240 | 9,240 | — | $22.65万 | 新建仓 |
| VB | Vanguard Small-Cap ETF | $23.81万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap | $23.98万 | 0.02% | 1,617 | 0 | 0.0% | — | 不变 |
| V | Visa 'a' | $24.17万 | 0.02% | 704 | -1,366 | -66.0% | -$46.89万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap | $24.92万 | 0.02% | 3,231 | 0 | 0.0% | — | 不变 |
| BKNG | Booking HLDGS Inc Com | $24.95万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale | $24.98万 | 0.02% | 267 | -309 | -53.6% | -$28.91万 | 减仓 |
| MSTR | Microstrategy Inc CL | $25.53万 | 0.02% | 2,936 | 0 | 0.0% | — | 不变 |
| USMV | iShares Edge MSCI Min Vol USA ETF | $25.96万 | 0.02% | 2,691 | 0 | 0.0% | — | 不变 |
| XETYX | Eaton Vance Tax MG Cef | $26.17万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| EZU | iShares MSCI Emu ETF | $26.43万 | 0.02% | 3,803 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $27.15万 | 0.02% | 1,986 | 0 | 0.0% | — | 不变 |
| KFY | Korn Ferry Intl. | $27.55万 | 0.02% | 4,138 | 0 | 0.0% | — | 不变 |
| PECO | Phillips Edison & Co Inc | $27.70万 | 0.02% | 6,638 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Vector Equity ETF | $28.55万 | 0.02% | 4,293 | 0 | 0.0% | — | 不变 |
| FDN | First Trust Dow Jones | $29.12万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| VIA | Via Transn Inc Com | $30.11万 | 0.02% | 16,596 | 0 | 0.0% | — | 不变 |
| TGT | Target | $31.99万 | 0.03% | 2,449 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR Portfolio S&P 500 ETF | $32.92万 | 0.03% | 3,746 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems | $33.11万 | 0.03% | 2,818 | -9,200 | -76.6% | -$108.08万 | 重新持有 |
| AVGO | Broadcom Inc Com | $33.81万 | 0.03% | 895 | -8,799 | -90.8% | -$332.38万 | 减仓 |
| VXUS | Vanguard Total Intl Stock Index ETF | $33.81万 | 0.03% | 3,955 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Market ETF | $34.73万 | 0.03% | 4,192 | 712 | 20.5% | $5.90万 | 加仓 |
| — | Siren ETF TR Divcon Leaders Divid ETF | $36.66万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $36.70万 | 0.03% | 2,234 | 0 | 0.0% | — | 不变 |
| NRG | NRG Energy Inc | $36.93万 | 0.03% | 2,528 | 6 | 0.2% | $876 | 加仓 |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | $37.26万 | 0.03% | 7,560 | -750 | -9.0% | -$3.70万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $37.59万 | 0.03% | 1,093 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth ETF | $39.13万 | 0.03% | 993 | 0 | 0.0% | — | 不变 |
| COWZ | Pacer FDS TR US Cash (cows 100) | $40.44万 | 0.03% | 6,502 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin (trust Etf) | $42.48万 | 0.03% | 12,760 | 12,760 | — | $42.48万 | 新建仓 |
| IBM | International Bus.MCHS. | $42.58万 | 0.03% | 1,514 | 0 | 0.0% | — | 不变 |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $44.31万 | 0.04% | 6,870 | 0 | 0.0% | — | 不变 |
| MGK | Vanguard Mega Cap Growth ETF | $44.70万 | 0.04% | 5,085 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth GP. | $45.70万 | 0.04% | 1,100 | -74 | -6.3% | -$3.07万 | 减仓 |
| SLV | iShares Silver Trust | $47.11万 | 0.04% | 8,810 | -3,690 | -29.5% | -$19.73万 | 减仓 |
| IWB | iShares Russell | $47.92万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| XNTK | State Street SPDR NYSE Technology ETF | $48.40万 | 0.04% | 1,239 | 1,239 | — | $48.40万 | 新建仓 |
| ISHG | iShares TR 3YRTB ETF | $48.63万 | 0.04% | 6,550 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co. | $48.84万 | 0.04% | 1,492 | 155 | 11.6% | $5.07万 | 加仓 |
| LMT | Lockheed Martin Corp | $49.65万 | 0.04% | 975 | 50 | 5.4% | $2.55万 | 加仓 |
| QLTA | iShares Trust Aaa - (a Rated Corp BD Etf) | $49.85万 | 0.04% | 10,490 | 0 | 0.0% | — | 不变 |
| XLK | Technology Select Sector SPDR ETF | $52.32万 | 0.04% | 2,746 | 900 | 48.8% | $17.15万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $52.44万 | 0.04% | 2,465 | 0 | 0.0% | — | 不变 |
| IJS | iShares S&P Small Cap 600 ETF | $52.51万 | 0.04% | 3,842 | 0 | 0.0% | — | 不变 |
| MGV | Vanguard Mega Cap Value ETF | $53.25万 | 0.04% | 3,258 | 0 | 0.0% | — | 不变 |
| SCHW | Charles Schwab | $53.68万 | 0.04% | 5,818 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $55.51万 | 0.05% | 1,658 | 113 | 7.3% | $3.78万 | 加仓 |
| VXF | Vanguard Extended Market ETF | $55.91万 | 0.05% | 2,271 | 0 | 0.0% | — | 不变 |
| BCAL | California | $58.63万 | 0.05% | 28,000 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Midcap 400 | $58.87万 | 0.05% | 835 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR Fund ETF | $59.46万 | 0.05% | 3,210 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $60.01万 | 0.05% | 1,629 | 310 | 23.5% | $11.42万 | 加仓 |
| VONE | Vanguard Russell (1000) | $62.83万 | 0.05% | 1,855 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ TR Unit (ser 1) | $64.92万 | 0.05% | 881 | -125 | -12.4% | -$9.21万 | 减仓 |
| KO | Coca Cola | $65.02万 | 0.05% | 7,949 | -962 | -10.8% | -$7.87万 | 减仓 |
| NFLX | Netflix | $65.96万 | 0.05% | 9,238 | 0 | 0.0% | — | 不变 |
| — | DFA US Real Estate ETF | $66.60万 | 0.05% | 25,460 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value | $72.65万 | 0.06% | 3,284 | 0 | 0.0% | — | 不变 |
| QUAL | iShares Edge MSCI | $72.72万 | 0.06% | 3,314 | 0 | 0.0% | — | 不变 |
| IEI | iShares TR 3 7 YR | $73.57万 | 0.06% | 6,264 | 642 | 11.4% | $7.54万 | 加仓 |
| XLF | Sector SPDR TR SHS | $76.90万 | 0.06% | 14,345 | 0 | 0.0% | — | 不变 |
| IBB | iShares Nasdaq Biotechnology ETF | $79.88万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Sector (index FDS Vanguard Information Technology Vipers) | $81.95万 | 0.07% | 6,856 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $84.67万 | 0.07% | 3,334 | -1,196 | -26.4% | -$30.37万 | 减仓 |
| VHT | Vanguard Health Care ETF | $85.88万 | 0.07% | 2,872 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth ETF | $86.04万 | 0.07% | 6,256 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Markets ETF | $88.68万 | 0.07% | 14,856 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan SMCNDCTR MFG Co LTD ADR | $89.13万 | 0.07% | 1,863 | 200 | 12.0% | $9.57万 | 加仓 |
| VOOG | Vanguard S&P 500 Growth ETF | $96.91万 | 0.08% | 11,730 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab U.S. Broad Market ETF | $99.87万 | 0.08% | 34,485 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $104.55万 | 0.09% | 37,744 | 0 | 0.0% | — | 不变 |
| GAP | Gap Inc | $107.04万 | 0.09% | 57,300 | 57,300 | — | $107.04万 | 新建仓 |
| MCHP | Microchip Technology | $109.44万 | 0.09% | 12,000 | 0 | 0.0% | — | 不变 |
| ETOR | Etoro Group LTD. Com | $111.40万 | 0.09% | 28,225 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 | $120.63万 | 0.10% | 4,015 | 0 | 0.0% | — | 不变 |
| IVE | iShares S&P 500 ETF | $120.67万 | 0.10% | 5,315 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold ETF | $124.89万 | 0.10% | 16,540 | -21 | -0.1% | -$1,586 | 减仓 |
| DIS | Walt Disney | $125.22万 | 0.10% | 12,909 | -1,992 | -13.4% | -$19.32万 | 减仓 |