WEBSTERROGERS FINANCIAL ADVISORS, LLC
FLORENCE SC · SEC CIK 0001841757
$3.90亿2026Q2 申报市值
103持仓数
51.1%前十大占比 · 第一大 9.2%
6 / 0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
VSLU 新建仓+$509.44万
VUG 加仓+$200.02万
VCRM 加仓+$159.86万
VMBS 加仓+$155.83万
VIG 加仓+$150.82万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$400.80万
AVEM 减仓-$134.92万
VTEB 减仓-$109.54万
AVUS 减仓-$84.90万
DIMENSIONAL ETF 减仓-$55.90万
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $20.06万 | 0.05% | 554 | 554 | — | $20.06万 | 新建仓 |
| SMH | VANECK ETF TRUST | $20.20万 | 0.05% | 308 | 308 | — | $20.20万 | 新建仓 |
| IVV | ISHARES TR | $20.28万 | 0.05% | 270 | -26 | -8.8% | -$1.95万 | 重新持有 |
| AMZN | AMAZON COM INC | $20.31万 | 0.05% | 852 | 852 | — | $20.31万 | 新建仓 |
| ESGU | ISHARES TR | $20.43万 | 0.05% | 1,248 | 1,248 | — | $20.43万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.94万 | 0.05% | 591 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $20.98万 | 0.05% | 1,431 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.35万 | 0.05% | 222 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $21.59万 | 0.06% | 180 | -64 | -26.2% | -$7.68万 | 减仓 |
| WM | WASTE MGMT INC DEL | $22.29万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $22.72万 | 0.06% | 840 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $22.79万 | 0.06% | 9,623 | 10 | 0.1% | $237 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.35万 | 0.06% | 3,799 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.49万 | 0.06% | 1,048 | -8 | -0.8% | -$1,793 | 减仓 |
| VFH | VANGUARD WORLD FD | $23.93万 | 0.06% | 1,818 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $23.97万 | 0.06% | 4,437 | 3 | 0.1% | $162 | 加仓 |
| — | EXXON MOBIL CORP | $25.05万 | 0.06% | 1,832 | -246 | -11.8% | -$3.36万 | 减仓 |
| AFL | AFLAC INC | $25.19万 | 0.06% | 2,148 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $25.22万 | 0.06% | 1,000 | 1,000 | — | $25.22万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $25.98万 | 0.07% | 5,858 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $26.23万 | 0.07% | 1,582 | -19 | -1.2% | -$3,151 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $26.66万 | 0.07% | 6,560 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $28.05万 | 0.07% | 1,659 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $28.48万 | 0.07% | 9,341 | 2,202 | 30.8% | $6.71万 | 加仓 |
| MCD | MCDONALDS CORP | $29.52万 | 0.08% | 1,092 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $29.59万 | 0.08% | 7,011 | 800 | 12.9% | $3.38万 | 重新持有 |
| AVSF | AMERICAN CENTY ETF TR | $33.00万 | 0.08% | 7,087 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.46万 | 0.09% | 6,909 | 18 | 0.3% | $872 | 加仓 |
| GOOGL | ALPHABET INC | $33.74万 | 0.09% | 944 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $34.75万 | 0.09% | 1,576 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $34.80万 | 0.09% | 2,570 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.08万 | 0.09% | 1,433 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $36.35万 | 0.09% | 7,802 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.09万 | 0.10% | 12,180 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $41.78万 | 0.11% | 1,052 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $42.22万 | 0.11% | 1,289 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $42.62万 | 0.11% | 2,130 | -203 | -8.7% | -$4.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $43.68万 | 0.11% | 7,666 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $45.03万 | 0.12% | 11,198 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $45.19万 | 0.12% | 16,594 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $48.72万 | 0.12% | 12,026 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $50.21万 | 0.13% | 3,967 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $50.92万 | 0.13% | 4,495 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $52.80万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $53.04万 | 0.14% | 4,516 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $54.01万 | 0.14% | 10,793 | 5,749 | 114.0% | $28.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.23万 | 0.14% | 750 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $54.30万 | 0.14% | 5,673 | -93 | -1.6% | -$8,901 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $55.06万 | 0.14% | 14,945 | -76 | -0.5% | -$2,800 | 减仓 |
| VXUS | VANGUARD STAR FDS | $62.97万 | 0.16% | 7,366 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $67.34万 | 0.17% | 52,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $68.46万 | 0.18% | 2,695 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $70.62万 | 0.18% | 6,853 | -2,347 | -25.5% | -$24.19万 | 减仓 |
| CAT | CATERPILLAR INC | $77.74万 | 0.20% | 730 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $78.16万 | 0.20% | 10,189 | -19 | -0.2% | -$1,457 | 减仓 |
| VB | VANGUARD INDEX FDS | $80.11万 | 0.21% | 2,642 | -154 | -5.5% | -$4.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $85.12万 | 0.22% | 2,282 | 1 | 0.0% | $373 | 加仓 |
| AON | AON PLC | $87.80万 | 0.22% | 2,647 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $96.77万 | 0.25% | 11,752 | -63 | -0.5% | -$5,188 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $98.34万 | 0.25% | 14,265 | -7,114 | -33.3% | -$49.04万 | 减仓 |
| TLT | ISHARES TR | $98.69万 | 0.25% | 11,420 | 3,936 | 52.6% | $34.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $106.51万 | 0.27% | 2,878 | 38 | 1.3% | $1.41万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $130.09万 | 0.33% | 49,090 | 2,655 | 5.7% | $7.04万 | 加仓 |
| AAPL | APPLE INC | $145.16万 | 0.37% | 5,016 | -379 | -7.0% | -$10.97万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $151.01万 | 0.39% | 31,242 | -456 | -1.4% | -$2.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $156.99万 | 0.40% | 22,458 | -932 | -4.0% | -$6.51万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $161.94万 | 0.41% | 36,107 | 2,519 | 7.5% | $11.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $181.94万 | 0.47% | 110,409 | 1,476 | 1.4% | $2.43万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $199.45万 | 0.51% | 24,140 | 2 | 0.0% | $165 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $207.73万 | 0.53% | 37,761 | -242 | -0.6% | -$1.33万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $212.45万 | 0.54% | 28,940 | 514 | 1.8% | $3.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $246.28万 | 0.63% | 43,605 | -1,486 | -3.3% | -$8.39万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $278.75万 | 0.71% | 36,485 | 20,924 | 134.5% | $159.86万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $279.82万 | 0.72% | 35,916 | -3,266 | -8.3% | -$25.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $282.47万 | 0.72% | 3,835 | -23 | -0.6% | -$1.69万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $293.28万 | 0.75% | 95,067 | 1,598 | 1.7% | $4.93万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $387.80万 | 0.99% | 40,215 | 2,383 | 6.3% | $22.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $419.04万 | 1.07% | 51,140 | -204 | -0.4% | -$1.67万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $451.37万 | 1.16% | 90,672 | 4,758 | 5.5% | $23.69万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $456.56万 | 1.17% | 57,769 | 3,784 | 7.0% | $29.91万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $509.44万 | 1.30% | 110,158 | 110,158 | — | $509.44万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $639.42万 | 1.64% | 125,377 | -354 | -0.3% | -$1.81万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $761.41万 | 1.95% | 103,819 | 5,277 | 5.4% | $38.70万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $764.65万 | 1.96% | 92,516 | 8,694 | 10.4% | $71.86万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $815.19万 | 2.09% | 108,330 | 6,555 | 6.4% | $49.33万 | 加仓 |
| SMMU | PIMCO ETF TR | $815.93万 | 2.09% | 161,569 | 626 | 0.4% | $3.16万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $846.64万 | 2.17% | 167,385 | -21,656 | -11.5% | -$109.54万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $868.84万 | 2.23% | 157,455 | 12,607 | 8.7% | $69.57万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $903.05万 | 2.31% | 257,792 | -156 | -0.1% | -$5,465 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $991.26万 | 2.54% | 223,457 | -12,602 | -5.3% | -$55.90万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,078.36万 | 2.76% | 182,835 | 19,793 | 12.1% | $116.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,348.88万 | 3.46% | 19,639 | 824 | 4.4% | $56.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,384.60万 | 3.55% | 331,798 | -96,045 | -22.4% | -$400.80万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,464.98万 | 3.75% | 251,714 | 18,388 | 7.9% | $107.02万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,536.25万 | 3.94% | 328,187 | 33,289 | 11.3% | $155.83万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,635.90万 | 4.19% | 211,302 | 4,300 | 2.1% | $33.29万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,657.89万 | 4.25% | 185,862 | -5,132 | -2.7% | -$45.78万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,658.11万 | 4.25% | 181,790 | -1,011 | -0.6% | -$9.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,663.39万 | 4.26% | 70,298 | 6,374 | 10.0% | $150.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,777.52万 | 4.55% | 184,217 | -13,983 | -7.1% | -$134.92万 | 减仓 |