Sculati Wealth Management, LLC
Bloomfield Hills MI · SEC CIK 0001803397
$3.00亿2026Q2 申报市值
123持仓数
40.2%前十大占比 · 第一大 8.0%
9 / 3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
DYNF 加仓+$121.06万
VO 新建仓+$71.70万
IWY 加仓+$69.14万
COF 新建仓+$38.84万
CIBR 新建仓+$36.94万
2026Q2 卖出最多 按季末市值估算
ARCC 减仓-$97.67万
DPZ 减仓-$58.12万
TPC 减仓-$53.34万
INTC 减仓-$31.06万
PFE 清仓-$29.14万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $315.29万 | 1.05% | 9,220 | -233 | -2.5% | -$7.97万 | 减仓 |
| UNM | UNUM GROUP | $316.80万 | 1.06% | 35,576 | -325 | -0.9% | -$2.89万 | 减仓 |
| ORCL | ORACLE CORP | $324.44万 | 1.08% | 25,666 | 7 | 0.0% | $885 | 加仓 |
| CVX | CHEVRON CORPORATION | $341.58万 | 1.14% | 18,230 | 6 | 0.0% | $1,124 | 加仓 |
| GOOGL | ALPHABET INC | $383.39万 | 1.28% | 11,056 | 31 | 0.3% | $1.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $395.20万 | 1.32% | 15,618 | -82 | -0.5% | -$2.07万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $395.25万 | 1.32% | 38,918 | -42 | -0.1% | -$4,266 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $414.38万 | 1.38% | 33,058 | 512 | 1.6% | $6.42万 | 加仓 |
| IVV | ISHARES TR | $441.54万 | 1.47% | 5,913 | 127 | 2.2% | $9.48万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $489.41万 | 1.63% | 34,373 | 1,001 | 3.0% | $14.25万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $496.28万 | 1.66% | 132,803 | 279 | 0.2% | $1.04万 | 加仓 |
| META | META PLATFORMS INC | $508.54万 | 1.70% | 7,872 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $564.83万 | 1.88% | 16,559 | -749 | -4.3% | -$25.55万 | 减仓 |
| MS | MORGAN STANLEY | $652.00万 | 2.17% | 30,255 | -542 | -1.8% | -$11.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $716.40万 | 2.39% | 18,191 | -154 | -0.8% | -$6.06万 | 减仓 |
| IEFA | ISHARES TR | $729.63万 | 2.43% | 75,806 | 1,720 | 2.3% | $16.56万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $742.88万 | 2.48% | 6,974 | -99 | -1.4% | -$10.55万 | 减仓 |
| GOOG | ALPHABET INC | $789.45万 | 2.63% | 22,809 | 693 | 3.1% | $23.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $807.99万 | 2.69% | 144,983 | 2,516 | 1.8% | $14.02万 | 加仓 |
| AMZN | AMAZON COM INC | $888.89万 | 2.96% | 35,954 | 73 | 0.2% | $1.80万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $895.17万 | 2.99% | 133,628 | 18,071 | 15.6% | $121.06万 | 加仓 |
| QUAL | ISHARES TR | $1,045.12万 | 3.49% | 47,970 | 1,513 | 3.3% | $32.96万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,157.54万 | 3.86% | 186,220 | 1,100 | 0.6% | $6.84万 | 加仓 |
| AAPL | APPLE INC | $1,638.63万 | 5.46% | 49,099 | -350 | -0.7% | -$11.68万 | 减仓 |
| IWY | ISHARES TR | $1,703.67万 | 5.68% | 60,965 | 2,474 | 4.2% | $69.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,393.33万 | 7.98% | 48,753 | -432 | -0.9% | -$21.21万 | 减仓 |