Vise Technologies, Inc.
NEW YORK NY · SEC CIK 0001812090
$88.29亿2026Q2 申报市值
1,774持仓数
21.9%前十大占比 · 第一大 4.5%
525 / 198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
SGOV 加仓+$1.46亿
DIMENSIONAL ETF 加仓+$8,068.97万
DFLV 加仓+$7,959.58万
IVV 加仓+$6,803.95万
SPYM 加仓+$6,239.71万
2026Q2 卖出最多 按季末市值估算
AAPL 清仓-$1.40亿
AMZN 清仓-$7,030.12万
BRK/B 清仓-$3,331.25万
QQQ 清仓-$1,464.14万
AXP 清仓-$1,219.03万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $3.97亿 | 4.49% | 4,839,412 | 97,375 | 2.1% | $797.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.23亿 | 2.52% | 1,112,915 | 311,505 | 38.9% | $6,232.90万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.85亿 | 2.10% | 4,495,210 | 1,086,911 | 31.9% | $4,483.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.84亿 | 2.09% | 2,237,685 | 979,958 | 77.9% | $8,068.97万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.82亿 | 2.06% | 4,593,828 | 2,013,044 | 78.0% | $7,959.58万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.67亿 | 1.89% | 3,490,783 | 1,216,216 | 53.5% | $5,807.43万 | 加仓 |
| SGOV | ISHARES TR | $1.62亿 | 1.84% | 1,609,405 | 1,453,600 | 933.0% | $1.46亿 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.55亿 | 1.76% | 3,679,427 | 1,221,104 | 49.7% | $5,154.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.40亿 | 1.59% | 375,993 | 145,559 | 63.2% | $5,429.65万 | 加仓 |
| GOOGL | ALPHABET INC | $1.38亿 | 1.56% | 385,811 | 159,144 | 70.2% | $5,687.33万 | 加仓 |
| IVV | ISHARES TR | $1.29亿 | 1.46% | 172,579 | 90,854 | 111.2% | $6,803.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1.19亿 | 1.35% | 2,965,059 | 294,581 | 11.0% | $1,184.51万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $9,073.50万 | 1.03% | 1,786,825 | 624,554 | 53.7% | $3,171.48万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $8,652.11万 | 0.98% | 1,272,182 | 795,430 | 166.8% | $5,409.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,528.29万 | 0.97% | 124,172 | 87,643 | 239.9% | $6,019.43万 | 加仓 |
| AVGO | BROADCOM INC | $8,474.34万 | 0.96% | 224,337 | 83,958 | 59.8% | $3,171.52万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,248.44万 | 0.93% | 251,991 | 119,974 | 90.9% | $3,927.12万 | 加仓 |
| IVW | ISHARES TR | $8,191.43万 | 0.93% | 595,611 | 368,653 | 162.4% | $5,070.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,717.37万 | 0.87% | 895,910 | 180,014 | 25.1% | $1,550.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,704.42万 | 0.87% | 1,846,253 | 818,159 | 79.6% | $3,414.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,272.27万 | 0.82% | 1,020,670 | 686,717 | 205.6% | $4,892.86万 | 加仓 |
| IUSB | ISHARES TR | $7,190.03万 | 0.81% | 1,557,969 | 1,314,169 | 539.0% | $6,064.89万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,123.30万 | 0.81% | 810,572 | 710,026 | 706.2% | $6,239.71万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,119.24万 | 0.81% | 300,872 | 131,259 | 77.4% | $3,105.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,988.51万 | 0.79% | 188,858 | 60,046 | 46.6% | $2,221.95万 | 加仓 |
| GOOG | ALPHABET INC | $6,717.70万 | 0.76% | 190,125 | 85,210 | 81.2% | $3,010.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,613.83万 | 0.75% | 57,298 | 30,462 | 113.5% | $3,516.19万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,391.45万 | 0.72% | 1,183,164 | 450,189 | 61.4% | $2,431.92万 | 加仓 |
| META | META PLATFORMS INC | $6,110.83万 | 0.69% | 108,485 | 34,453 | 46.5% | $1,940.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,074.65万 | 0.69% | 81,346 | 49,420 | 154.8% | $3,690.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,970.74万 | 0.68% | 1,000,292 | 352,985 | 54.5% | $2,106.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,733.18万 | 0.65% | 2,191,582 | 495,017 | 29.2% | $1,294.96万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $5,543.69万 | 0.63% | 1,582,555 | 666,311 | 72.7% | $2,334.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,380.69万 | 0.61% | 211,863 | 110,745 | 109.5% | $2,812.59万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $5,375.19万 | 0.61% | 1,259,797 | 1,059,296 | 528.3% | $4,519.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,125.21万 | 0.58% | 107,319 | 18,588 | 20.9% | $887.70万 | 加仓 |
| WMT | WALMART INC | $4,928.74万 | 0.56% | 435,170 | 159,829 | 58.0% | $1,810.22万 | 加仓 |
| CAT | CATERPILLAR INC | $4,710.80万 | 0.53% | 44,237 | 20,449 | 86.0% | $2,177.61万 | 加仓 |
| TSLA | TESLA INC | $4,681.91万 | 0.53% | 111,315 | 35,508 | 46.8% | $1,493.47万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $4,587.59万 | 0.52% | 870,180 | 627,612 | 258.7% | $3,308.77万 | 加仓 |
| IEMG | ISHARES INC | $4,527.83万 | 0.51% | 546,575 | 271,462 | 98.7% | $2,248.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,444.98万 | 0.50% | 203,963 | 152,849 | 299.0% | $3,331.05万 | 加仓 |
| CSCO | CISCO SYS INC | $4,396.32万 | 0.50% | 374,283 | 173,942 | 86.8% | $2,043.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,378.27万 | 0.50% | 101,038 | 40,052 | 65.7% | $1,735.57万 | 加仓 |
| — | EXXON MOBIL CORP | $4,300.37万 | 0.49% | 314,538 | 177,276 | 129.2% | $2,423.72万 | 加仓 |
| LLY | ELI LILLY & CO | $4,120.44万 | 0.47% | 34,353 | 10,795 | 45.8% | $1,294.80万 | 加仓 |
| V | VISA INC | $4,106.54万 | 0.47% | 119,693 | 44,905 | 60.0% | $1,540.64万 | 加仓 |
| MBB | ISHARES TR | $4,060.95万 | 0.46% | 429,639 | 222,128 | 107.0% | $2,099.55万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $3,757.14万 | 0.43% | 1,026,540 | 1,026,540 | — | $3,757.14万 | 新建仓 |
| GOVT | ISHARES TR | $3,473.85万 | 0.39% | 1,524,956 | 1,195,324 | 362.6% | $2,722.95万 | 加仓 |
| IVE | ISHARES TR | $3,464.61万 | 0.39% | 152,586 | 117,058 | 329.5% | $2,657.91万 | 加仓 |
| ITOT | ISHARES TR | $3,407.86万 | 0.39% | 207,455 | 61,948 | 42.6% | $1,017.62万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,363.25万 | 0.38% | 406,927 | 54,473 | 15.5% | $450.22万 | 加仓 |
| AGG | ISHARES TR | $3,340.37万 | 0.38% | 337,480 | 140,080 | 71.0% | $1,386.51万 | 加仓 |
| MTUM | ISHARES TR | $3,325.32万 | 0.38% | 96,996 | 63,636 | 190.8% | $2,181.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,219.02万 | 0.36% | 438,498 | 256,381 | 140.8% | $1,882.09万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,179.16万 | 0.36% | 602,570 | 150,319 | 33.2% | $793.08万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,139.81万 | 0.36% | 532,352 | 57,193 | 12.0% | $337.32万 | 加仓 |
| MUB | ISHARES TR | $3,062.22万 | 0.35% | 284,540 | 112,727 | 65.6% | $1,213.17万 | 加仓 |
| ABBV | ABBVIE INC | $2,975.49万 | 0.34% | 118,244 | 50,088 | 73.5% | $1,260.41万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,918.73万 | 0.33% | 602,669 | 67,270 | 12.6% | $325.79万 | 加仓 |
| IEFA | ISHARES TR | $2,897.31万 | 0.33% | 299,991 | 110,132 | 58.0% | $1,063.66万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,856.17万 | 0.32% | 662,531 | 464,840 | 235.1% | $2,003.92万 | 加仓 |
| MRK | MERCK & CO INC | $2,798.97万 | 0.32% | 217,819 | 107,142 | 96.8% | $1,376.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,713.32万 | 0.31% | 163,690 | 96,851 | 144.9% | $1,605.40万 | 加仓 |
| HD | HOME DEPOT INC | $2,689.43万 | 0.30% | 76,257 | 33,922 | 80.1% | $1,196.36万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,608.60万 | 0.30% | 144,193 | 63,465 | 78.6% | $1,148.15万 | 加仓 |
| ASML | ASML HLDG NV | $2,607.98万 | 0.30% | 13,109 | 3,739 | 39.9% | $743.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,606.47万 | 0.30% | 515,317 | 148,923 | 40.6% | $753.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,598.22万 | 0.29% | 27,775 | 11,446 | 70.1% | $1,070.72万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,569.74万 | 0.29% | 441,537 | 36,895 | 9.1% | $214.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,374.35万 | 0.27% | 111,592 | 106,541 | 2,109.3% | $2,266.88万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $2,363.51万 | 0.27% | 491,169 | 59,846 | 13.9% | $287.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,289.69万 | 0.26% | 289,724 | 90,994 | 45.8% | $719.12万 | 加仓 |
| ORCL | ORACLE CORP | $2,128.12万 | 0.24% | 145,215 | 67,678 | 87.3% | $991.82万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $2,113.36万 | 0.24% | 504,262 | 504,262 | — | $2,113.36万 | 新建仓 |
| EFG | ISHARES TR | $2,091.21万 | 0.24% | 168,077 | 140,595 | 511.6% | $1,749.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,077.25万 | 0.24% | 40,445 | 10,822 | 36.5% | $555.82万 | 加仓 |
| SMTH | ALPS ETF TR | $2,036.03万 | 0.23% | 790,997 | 326,117 | 70.2% | $839.43万 | 加仓 |
| QUAL | ISHARES TR | $2,010.81万 | 0.23% | 91,638 | 34,132 | 59.4% | $748.96万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $1,986.64万 | 0.23% | 648,381 | 51,494 | 8.6% | $157.78万 | 加仓 |
| FLEX | FLEX LTD | $1,933.56万 | 0.22% | 119,304 | 2,380 | 2.0% | $38.57万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1,929.99万 | 0.22% | 398,018 | 281,221 | 240.8% | $1,363.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,929.54万 | 0.22% | 434,973 | 43,775 | 11.2% | $194.19万 | 加仓 |
| KLAC | KLA CORP | $1,923.24万 | 0.22% | 63,745 | 31,055 | 95.0% | $936.96万 | 加仓 |
| GE | GE AEROSPACE | $1,917.74万 | 0.22% | 51,314 | 15,583 | 43.6% | $582.38万 | 加仓 |
| CLS | CELESTICA INC | $1,910.75万 | 0.22% | 52,378 | -1,592 | -2.9% | -$58.08万 | 减仓 |
| EFV | ISHARES TR | $1,887.47万 | 0.21% | 246,568 | 192,554 | 356.5% | $1,474.00万 | 加仓 |
| TLH | ISHARES TR | $1,869.44万 | 0.21% | 186,292 | 94,494 | 102.9% | $948.25万 | 加仓 |
| LMUB | ISHARES TR | $1,823.73万 | 0.21% | 356,058 | 356,058 | — | $1,823.73万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,811.15万 | 0.21% | 64,406 | 23,285 | 56.6% | $654.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,787.37万 | 0.20% | 422,148 | 236,012 | 126.8% | $999.27万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $1,775.56万 | 0.20% | 632,999 | 632,999 | — | $1,775.56万 | 新建仓 |
| WELL | WELLTOWER INC | $1,773.59万 | 0.20% | 78,142 | 35,252 | 82.2% | $800.11万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,764.57万 | 0.20% | 295,524 | 246,643 | 504.6% | $1,472.71万 | 加仓 |
| GEV | GE VERNOVA INC | $1,744.23万 | 0.20% | 14,846 | 5,233 | 54.4% | $614.81万 | 加仓 |
| TJX | TJX COS INC NEW | $1,737.80万 | 0.20% | 114,706 | 70,266 | 158.1% | $1,064.53万 | 加仓 |
| LRGF | ISHARES TR | $1,735.84万 | 0.20% | 229,518 | 139,742 | 155.7% | $1,056.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,719.88万 | 0.19% | 41,380 | 17,718 | 74.9% | $736.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,677.55万 | 0.19% | 114,399 | 35,040 | 44.2% | $513.83万 | 加仓 |