BAKER TILLY WEALTH MANAGEMENT, LLC
MADISON WI · SEC CIK 0001840565
$4.71亿2026Q2 申报市值
285持仓数
34.4%前十大占比 · 第一大 8.4%
22 / 26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
SPYG 加仓+$790.82万
IDEQ 加仓+$461.52万
PVAL 加仓+$392.15万
DYNF 加仓+$294.18万
QQQ 加仓+$177.25万
2026Q2 卖出最多 按季末市值估算
AKRE 减仓-$434.34万
BRK/B 减仓-$298.14万
IGV 减仓-$245.18万
TXN 减仓-$98.40万
DIMENSIONAL ETF 减仓-$66.92万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $879.86万 | 1.87% | 30,407 | 607 | 2.0% | $17.56万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $911.71万 | 1.94% | 168,774 | -6,522 | -3.7% | -$35.23万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $915.95万 | 1.95% | 166,506 | -5,146 | -3.0% | -$28.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,105.94万 | 2.35% | 15,018 | 2,407 | 19.1% | $177.25万 | 加仓 |
| IJH | ISHARES TR | $1,113.15万 | 2.36% | 144,359 | 19,604 | 15.7% | $151.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,180.20万 | 2.51% | 173,533 | 43,255 | 33.2% | $294.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,241.67万 | 2.64% | 177,635 | -9,574 | -5.1% | -$66.92万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,341.88万 | 2.85% | 112,772 | 66,461 | 143.5% | $790.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,438.62万 | 3.06% | 71,898 | 4,958 | 7.4% | $99.21万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,019.97万 | 6.41% | 592,732 | 76,967 | 14.9% | $392.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,947.32万 | 8.38% | 57,473 | 2,476 | 4.5% | $170.05万 | 加仓 |