Sculati Wealth Management, LLC
Bloomfield Hills MI · SEC CIK 0001803397
$2.71亿2026Q1 申报市值
116持仓数
38.8%前十大占比 · 第一大 8.7%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IWY 加仓+$82.71万
IUSB 加仓+$78.88万
SCHZ 加仓+$48.80万
FDVV 加仓+$30.86万
QUAL 加仓+$30.61万
2026Q1 卖出最多 按季末市值估算
TPC 减仓-$105.43万
GOOG 减仓-$28.05万
AAPL 减仓-$24.77万
IHDG 减仓-$24.60万
GE 减仓-$24.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $383.77万 | 1.42% | 15,700 | -121 | -0.8% | -$2.96万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $444.62万 | 1.64% | 33,372 | 542 | 1.7% | $7.22万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $448.73万 | 1.66% | 132,524 | 2,324 | 1.8% | $7.87万 | 加仓 |
| META | META PLATFORMS INC | $450.38万 | 1.66% | 7,872 | -47 | -0.6% | -$2.69万 | 减仓 |
| MS | MORGAN STANLEY | $506.83万 | 1.87% | 30,797 | -349 | -1.1% | -$5.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $509.13万 | 1.88% | 17,308 | -733 | -4.1% | -$21.56万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $598.37万 | 2.21% | 7,073 | -203 | -2.8% | -$17.17万 | 减仓 |
| GOOG | ALPHABET INC | $634.42万 | 2.34% | 22,116 | -978 | -4.2% | -$28.05万 | 减仓 |
| IEFA | ISHARES TR | $670.70万 | 2.48% | 74,086 | 1,756 | 2.4% | $15.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $672.31万 | 2.48% | 115,557 | 1,338 | 1.2% | $7.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $679.08万 | 2.51% | 18,345 | -71 | -0.4% | -$2.63万 | 减仓 |
| AMZN | AMAZON COM INC | $747.29万 | 2.76% | 35,881 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $751.94万 | 2.78% | 142,467 | 1,237 | 0.9% | $6.53万 | 加仓 |
| QUAL | ISHARES TR | $891.09万 | 3.29% | 46,457 | 1,596 | 3.6% | $30.61万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,022.60万 | 3.77% | 185,120 | 5,586 | 3.1% | $30.86万 | 加仓 |
| AAPL | APPLE INC | $1,254.96万 | 4.63% | 49,449 | -976 | -1.9% | -$24.77万 | 减仓 |
| IWY | ISHARES TR | $1,455.49万 | 5.37% | 58,491 | 3,324 | 6.0% | $82.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,356.95万 | 8.70% | 49,185 | -82 | -0.2% | -$3.93万 | 减仓 |