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 |
|---|---|---|---|---|---|---|---|---|
| — | DFA US Core Equity 2 ETF | $3.13亿 | 25.74% | 7,065,425 | 227,269 | 3.3% | $1,008.17万 | 加仓 |
| DFAX | DFA World ex US Core Equity 2 ETF | $2.39亿 | 19.64% | 6,491,032 | 324,177 | 5.3% | $1,194.27万 | 加仓 |
| DFUV | DFA US Marketwide Value ETF | $5,624.57万 | 4.62% | 1,022,464 | 7,596 | 0.7% | $41.79万 | 加仓 |
| — | DFA US Targeted Value ETF | $5,290.79万 | 4.34% | 756,908 | 25,198 | 3.4% | $176.13万 | 加仓 |
| — | DFA US Core Equity 1 ETF | $4,651.51万 | 3.82% | 567,396 | 48,281 | 9.3% | $395.81万 | 加仓 |
| IVV | iShares Core S&P 500 | $4,196.55万 | 3.45% | 56,037 | 1,200 | 2.2% | $89.87万 | 加仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,993.37万 | 3.28% | 761,949 | 125,355 | 19.7% | $656.99万 | 加仓 |
| DISV | DFA International Small Cap Value ETF | $3,931.54万 | 3.23% | 979,700 | 69,562 | 7.6% | $279.15万 | 加仓 |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | $3,708.12万 | 3.04% | 912,431 | 10,096 | 1.1% | $41.03万 | 加仓 |
| AAPL | Apple | $2,935.19万 | 2.41% | 101,437 | -21,948 | -17.8% | -$635.09万 | 减仓 |
| CWK | Cushman & Wakefield F | $2,722.02万 | 2.24% | 2,032,875 | 2,032,875 | — | $2,722.02万 | 新建仓 |
| — | DFA US Small Cap ETF | $2,356.77万 | 1.94% | 286,224 | 16,403 | 6.1% | $135.06万 | 加仓 |
| VGSH | Vanguard Short Term Treasury ETF IV | $1,591.11万 | 1.31% | 273,386 | 106,825 | 64.1% | $621.72万 | 加仓 |
| DFAI | Dimensional International Core Equity Market ETF | $1,543.12万 | 1.27% | 374,090 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Market Index ETF | $1,525.12万 | 1.25% | 41,215 | 355 | 0.9% | $13.14万 | 加仓 |
| NVDA | Nvidia | $1,443.24万 | 1.19% | 72,130 | -39,001 | -35.1% | -$780.37万 | 减仓 |
| DFIV | DFA Intl Value ETF | $1,303.11万 | 1.07% | 241,227 | 0 | 0.0% | — | 不变 |
| DFLV | DFA US Large Cap Value ETF | $1,259.04万 | 1.03% | 318,423 | 23,195 | 7.9% | $91.71万 | 加仓 |
| GOOGL | Alphabet Inc Cap STK | $1,039.86万 | 0.85% | 29,097 | -19,428 | -40.0% | -$694.31万 | 减仓 |
| DFIP | DFA Inflation Protected Securities ETF | $978.42万 | 0.80% | 237,163 | 3,788 | 1.6% | $15.63万 | 加仓 |
| GOOG | Alphabet Inc Cap STK CL C | $851.11万 | 0.70% | 24,088 | 300 | 1.3% | $10.60万 | 加仓 |
| KMB | Kimberly-Clark | $745.53万 | 0.61% | 67,135 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small-Cap Value ETF | $703.33万 | 0.58% | 28,945 | -300 | -1.0% | -$7.29万 | 减仓 |
| META | Meta Platforms, Inc | $623.97万 | 0.51% | 11,077 | 123 | 1.1% | $6.93万 | 加仓 |
| DFIC | DFA Intl Core Equity 2 ETF | $606.38万 | 0.50% | 162,743 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT Index ETF | $542.36万 | 0.45% | 56,244 | 2,238 | 4.1% | $21.58万 | 加仓 |
| MSFT | Microsoft | $530.45万 | 0.44% | 14,221 | -1,045 | -6.8% | -$38.98万 | 减仓 |
| AMZN | Amazon.Com | $484.66万 | 0.40% | 20,335 | -14,071 | -40.9% | -$335.37万 | 减仓 |
| LIF | Life 360, Inc | $469.24万 | 0.39% | 84,761 | -11,164 | -11.6% | -$61.80万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $456.40万 | 0.37% | 6,645 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific | $436.04万 | 0.36% | 8,689 | 56 | 0.6% | $2.81万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $430.71万 | 0.35% | 5,753 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell (1000 Growth Etf) | $412.18万 | 0.34% | 33,195 | -193 | -0.6% | -$2.40万 | 减仓 |
| BRK/B | Berkshire Hathaway 'B' | $348.42万 | 0.29% | 6,963 | 1,662 | 31.4% | $83.16万 | 加仓 |
| DIA | SPDR Dow Jones Indl | $319.44万 | 0.26% | 6,098 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $317.57万 | 0.26% | 39,416 | 5,360 | 15.7% | $43.19万 | 加仓 |
| DFAW | Dimensional World Equity ETF | $282.38万 | 0.23% | 34,108 | 7,572 | 28.5% | $62.69万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $279.46万 | 0.23% | 33,368 | 803 | 2.5% | $6.73万 | 加仓 |
| DFUS | Dimensional ETF (trust US Equity Etf) | $261.84万 | 0.22% | 31,955 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Value ETF | $257.41万 | 0.21% | 10,618 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $233.21万 | 0.19% | 2,190 | 31 | 1.4% | $3.30万 | 加仓 |
| WM | Waste Man. | $210.83万 | 0.17% | 9,459 | -458 | -4.6% | -$10.21万 | 减仓 |
| — | DFA US Small Cap Value ETF | $210.57万 | 0.17% | 54,284 | -3 | -0.0% | -$116 | 减仓 |
| CWI | SPDR Index SHS FDS MSCI Acwi Ex-US ETF | $201.99万 | 0.17% | 49,665 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $196.70万 | 0.16% | 5,376 | 3 | 0.1% | $1,098 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $190.09万 | 0.16% | 54,608 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $188.04万 | 0.15% | 4,471 | -100 | -2.2% | -$4.21万 | 减仓 |
| VIG | Vanguard Group DIV (app Etf) | $172.34万 | 0.14% | 7,284 | -96 | -1.3% | -$2.27万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $161.91万 | 0.13% | 22,725 | 2 | 0.0% | $142 | 加仓 |
| FAST | Fastenal | $157.98万 | 0.13% | 32,892 | 0 | 0.0% | — | 不变 |
| SLB | Schlumberger | $154.76万 | 0.13% | 33,059 | 17,358 | 110.6% | $81.26万 | 加仓 |
| DFEV | Dimensional Emerging Markts Valu ETF | $147.99万 | 0.12% | 34,685 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $146.27万 | 0.12% | 2,300 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $141.31万 | 0.12% | 5,414 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $125.22万 | 0.10% | 12,909 | -1,992 | -13.4% | -$19.32万 | 减仓 |
| IAU | iShares Gold ETF | $124.89万 | 0.10% | 16,540 | -21 | -0.1% | -$1,586 | 减仓 |
| IVE | iShares S&P 500 ETF | $120.67万 | 0.10% | 5,315 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 | $120.63万 | 0.10% | 4,015 | 0 | 0.0% | — | 不变 |
| ETOR | Etoro Group LTD. Com | $111.40万 | 0.09% | 28,225 | 0 | 0.0% | — | 不变 |
| MCHP | Microchip Technology | $109.44万 | 0.09% | 12,000 | 0 | 0.0% | — | 不变 |
| GAP | Gap Inc | $107.04万 | 0.09% | 57,300 | 57,300 | — | $107.04万 | 新建仓 |
| SCHF | Schwab International Equity ETF | $104.55万 | 0.09% | 37,744 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab U.S. Broad Market ETF | $99.87万 | 0.08% | 34,485 | 0 | 0.0% | — | 不变 |
| VOOG | Vanguard S&P 500 Growth ETF | $96.91万 | 0.08% | 11,730 | 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 |
| VWO | Vanguard FTSE Emerging Markets ETF | $88.68万 | 0.07% | 14,856 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth ETF | $86.04万 | 0.07% | 6,256 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $85.88万 | 0.07% | 2,872 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $84.67万 | 0.07% | 3,334 | -1,196 | -26.4% | -$30.37万 | 减仓 |
| VGT | Vanguard Sector (index FDS Vanguard Information Technology Vipers) | $81.95万 | 0.07% | 6,856 | 0 | 0.0% | — | 不变 |
| IBB | iShares Nasdaq Biotechnology ETF | $79.88万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| XLF | Sector SPDR TR SHS | $76.90万 | 0.06% | 14,345 | 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 |
| QUAL | iShares Edge MSCI | $72.72万 | 0.06% | 3,314 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value | $72.65万 | 0.06% | 3,284 | 0 | 0.0% | — | 不变 |
| — | DFA US Real Estate ETF | $66.60万 | 0.05% | 25,460 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix | $65.96万 | 0.05% | 9,238 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola | $65.02万 | 0.05% | 7,949 | -962 | -10.8% | -$7.87万 | 减仓 |
| QQQ | Invesco QQQ TR Unit (ser 1) | $64.92万 | 0.05% | 881 | -125 | -12.4% | -$9.21万 | 减仓 |
| VONE | Vanguard Russell (1000) | $62.83万 | 0.05% | 1,855 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $60.01万 | 0.05% | 1,629 | 310 | 23.5% | $11.42万 | 加仓 |
| XLI | Industrial Select Sector SPDR Fund ETF | $59.46万 | 0.05% | 3,210 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Midcap 400 | $58.87万 | 0.05% | 835 | 0 | 0.0% | — | 不变 |
| BCAL | California | $58.63万 | 0.05% | 28,000 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market ETF | $55.91万 | 0.05% | 2,271 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $55.51万 | 0.05% | 1,658 | 113 | 7.3% | $3.78万 | 加仓 |
| SCHW | Charles Schwab | $53.68万 | 0.04% | 5,818 | 0 | 0.0% | — | 不变 |
| MGV | Vanguard Mega Cap Value ETF | $53.25万 | 0.04% | 3,258 | 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 |
| RSP | Invesco S&P 500 Equal Weight ETF | $52.44万 | 0.04% | 2,465 | 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 |
| QLTA | iShares Trust Aaa - (a Rated Corp BD Etf) | $49.85万 | 0.04% | 10,490 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $49.65万 | 0.04% | 975 | 50 | 5.4% | $2.55万 | 加仓 |
| JPM | JP Morgan Chase & Co. | $48.84万 | 0.04% | 1,492 | 155 | 11.6% | $5.07万 | 加仓 |
| ISHG | iShares TR 3YRTB ETF | $48.63万 | 0.04% | 6,550 | 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 |
| IWB | iShares Russell | $47.92万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| SLV | iShares Silver Trust | $47.11万 | 0.04% | 8,810 | -3,690 | -29.5% | -$19.73万 | 减仓 |
| UNH | Unitedhealth GP. | $45.70万 | 0.04% | 1,100 | -74 | -6.3% | -$3.07万 | 减仓 |
| MGK | Vanguard Mega Cap Growth ETF | $44.70万 | 0.04% | 5,085 | 0 | 0.0% | — | 不变 |