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 |
|---|---|---|---|---|---|---|---|---|
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $44.31万 | 0.04% | 6,870 | 0 | 0.0% | — | 不变 |
| IBM | International Bus.MCHS. | $42.58万 | 0.03% | 1,514 | 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 |
| COWZ | Pacer FDS TR US Cash (cows 100) | $40.44万 | 0.03% | 6,502 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth ETF | $39.13万 | 0.03% | 993 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap ETF | $37.59万 | 0.03% | 1,093 | 0 | 0.0% | — | 不变 |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | $37.26万 | 0.03% | 7,560 | -750 | -9.0% | -$3.70万 | 减仓 |
| NRG | NRG Energy Inc | $36.93万 | 0.03% | 2,528 | 6 | 0.2% | $876 | 加仓 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $36.70万 | 0.03% | 2,234 | 0 | 0.0% | — | 不变 |
| — | Siren ETF TR Divcon Leaders Divid ETF | $36.66万 | 0.03% | 4,000 | 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 |
| VXUS | Vanguard Total Intl Stock Index ETF | $33.81万 | 0.03% | 3,955 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc Com | $33.81万 | 0.03% | 895 | -8,799 | -90.8% | -$332.38万 | 减仓 |
| CSCO | Cisco Systems | $33.11万 | 0.03% | 2,818 | -9,200 | -76.6% | -$108.08万 | 重新持有 |
| SPYM | SPDR Portfolio S&P 500 ETF | $32.92万 | 0.03% | 3,746 | 0 | 0.0% | — | 不变 |
| TGT | Target | $31.99万 | 0.03% | 2,449 | 0 | 0.0% | — | 不变 |
| VIA | Via Transn Inc Com | $30.11万 | 0.02% | 16,596 | 0 | 0.0% | — | 不变 |
| FDN | First Trust Dow Jones | $29.12万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Vector Equity ETF | $28.55万 | 0.02% | 4,293 | 0 | 0.0% | — | 不变 |
| PECO | Phillips Edison & Co Inc | $27.70万 | 0.02% | 6,638 | 0 | 0.0% | — | 不变 |
| KFY | Korn Ferry Intl. | $27.55万 | 0.02% | 4,138 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $27.15万 | 0.02% | 1,986 | 0 | 0.0% | — | 不变 |
| EZU | iShares MSCI Emu ETF | $26.43万 | 0.02% | 3,803 | 0 | 0.0% | — | 不变 |
| XETYX | Eaton Vance Tax MG Cef | $26.17万 | 0.02% | 18,000 | 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 |
| MSTR | Microstrategy Inc CL | $25.53万 | 0.02% | 2,936 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale | $24.98万 | 0.02% | 267 | -309 | -53.6% | -$28.91万 | 减仓 |
| BKNG | Booking HLDGS Inc Com | $24.95万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid-Cap | $24.92万 | 0.02% | 3,231 | 0 | 0.0% | — | 不变 |
| V | Visa 'a' | $24.17万 | 0.02% | 704 | -1,366 | -66.0% | -$46.89万 | 减仓 |
| IJR | iShares Core S&P Small-Cap | $23.98万 | 0.02% | 1,617 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $23.81万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| PWZ | Invsc Calfrna Amt Free MNCPL BND ETF | $22.65万 | 0.02% | 9,240 | 9,240 | — | $22.65万 | 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 |
| ACWX | iShares MSCI Acwi Ex US ETF | $21.06万 | 0.02% | 2,767 | 2,767 | — | $21.06万 | 新建仓 |
| MA | Mastercard | $20.54万 | 0.02% | 400 | -991 | -71.2% | -$50.90万 | 减仓 |
| AMGN | Amgen | $20.50万 | 0.02% | 566 | 566 | — | $20.50万 | 新建仓 |
| TPR | Tapestry Inc Com | $20.20万 | 0.02% | 1,380 | 1,380 | — | $20.20万 | 新建仓 |
| LION | Lionsgate Studios | $19.87万 | 0.02% | 12,981 | -7,500 | -36.6% | -$11.48万 | 减仓 |
| ACHR | Archer Aviation Inc | $8.95万 | 0.01% | 18,931 | 0 | 0.0% | — | 不变 |
| — | Offerpad Solutions Inc Class A | $3.22万 | 0.00% | 59,534 | 0 | 0.0% | — | 不变 |
| — | Connect Biopharma HLDG F | $2.65万 | 0.00% | 11,130 | 0 | 0.0% | — | 不变 |
| — | Eightco Holdings Inc | $1.31万 | 0.00% | 18,900 | 0 | 0.0% | — | 不变 |
| 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 |