WEBSTERROGERS FINANCIAL ADVISORS, LLC
FLORENCE SC · SEC CIK 0001841757
$3.50亿2026Q1 申报市值
95持仓数
51.1%前十大占比 · 第一大 8.2%
6 / 3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
VUG 加仓+$161.66万
VIG 加仓+$95.19万
VTEB 加仓+$74.21万
DIMENSIONAL ETF 加仓+$72.37万
DIHP 加仓+$61.39万
2026Q1 卖出最多 按季末市值估算
AVUS 减仓-$189.60万
AVDE 减仓-$77.57万
IAPR 清仓-$28.09万
ABT 清仓-$26.79万
INNOVATOR ETFS T 清仓-$22.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,861.42万 | 8.19% | 65,510 | 3,701 | 6.0% | $161.66万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,641.72万 | 7.56% | 237,607 | -17,053 | -6.7% | -$189.60万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,795.67万 | 5.14% | 557,315 | 19,052 | 3.5% | $61.39万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,620.40万 | 4.64% | 190,994 | -9,143 | -4.6% | -$77.57万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,597.10万 | 4.57% | 198,200 | 250 | 0.1% | $2.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,572.75万 | 4.50% | 427,843 | 19,688 | 4.8% | $72.37万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,549.00万 | 4.43% | 207,002 | 4,448 | 2.2% | $33.28万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,473.56万 | 4.22% | 182,801 | 3,412 | 1.9% | $27.50万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,384.55万 | 3.96% | 294,898 | 6,180 | 2.1% | $29.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,374.75万 | 3.93% | 63,924 | 4,426 | 7.4% | $95.19万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,365.89万 | 3.91% | 233,326 | 5,260 | 2.3% | $30.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,124.32万 | 3.22% | 18,815 | 712 | 3.9% | $42.55万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $970.92万 | 2.78% | 163,042 | 5,459 | 3.5% | $32.51万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $943.13万 | 2.70% | 189,041 | 14,875 | 8.5% | $74.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $917.33万 | 2.62% | 236,059 | -4,848 | -2.0% | -$18.84万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $868.51万 | 2.48% | 257,948 | 5,799 | 2.3% | $19.53万 | 加仓 |
| SMMU | PIMCO ETF TR | $811.96万 | 2.32% | 160,943 | 8,605 | 5.6% | $43.41万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $801.81万 | 2.29% | 144,848 | 996 | 0.7% | $5.51万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $760.46万 | 2.18% | 101,775 | 3,212 | 3.3% | $24.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $693.63万 | 1.98% | 83,822 | 2,557 | 3.1% | $21.16万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $640.98万 | 1.83% | 125,731 | 1,148 | 0.9% | $5.85万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $613.92万 | 1.76% | 98,542 | 3,717 | 3.9% | $23.16万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $427.94万 | 1.22% | 53,985 | 780 | 1.5% | $6.18万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $427.73万 | 1.22% | 85,914 | -11 | -0.0% | -$548 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $364.08万 | 1.04% | 51,344 | -2,390 | -4.4% | -$16.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $335.58万 | 0.96% | 37,832 | 1,919 | 5.3% | $17.02万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $307.23万 | 0.88% | 39,182 | -297 | -0.8% | -$2.33万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $287.70万 | 0.82% | 93,469 | 1,225 | 1.3% | $3.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $255.58万 | 0.73% | 45,091 | 468 | 1.0% | $2.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $222.72万 | 0.64% | 3,858 | 88 | 2.3% | $5.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $209.34万 | 0.60% | 28,426 | 2,526 | 9.8% | $18.60万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $184.16万 | 0.53% | 38,003 | -953 | -2.4% | -$4.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $180.72万 | 0.52% | 108,933 | 4,332 | 4.1% | $7.19万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $164.03万 | 0.47% | 4,023 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $151.93万 | 0.43% | 31,698 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $149.30万 | 0.43% | 33,588 | 2,030 | 6.4% | $9.02万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $147.05万 | 0.42% | 21,379 | -1,072 | -4.8% | -$7.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $146.07万 | 0.42% | 23,390 | 2 | 0.0% | $125 | 加仓 |
| AAPL | APPLE INC | $136.93万 | 0.39% | 5,395 | -39 | -0.7% | -$9,899 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $123.56万 | 0.35% | 46,435 | 754 | 1.7% | $2.01万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $116.94万 | 0.33% | 15,561 | 4,912 | 46.1% | $36.91万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $91.87万 | 0.26% | 9,200 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $91.14万 | 0.26% | 2,840 | 3 | 0.1% | $963 | 加仓 |
| AON | AON PLC | $85.44万 | 0.24% | 2,647 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $84.44万 | 0.24% | 2,281 | -4 | -0.2% | -$1,481 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $84.04万 | 0.24% | 11,815 | -166 | -1.4% | -$1.18万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $78.79万 | 0.23% | 10,208 | 16 | 0.2% | $1,235 | 加仓 |
| VB | VANGUARD INDEX FDS | $73.24万 | 0.21% | 2,796 | 181 | 6.9% | $4.74万 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $68.12万 | 0.19% | 52,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $65.89万 | 0.19% | 2,695 | 144 | 5.6% | $3.52万 | 加仓 |
| TLT | ISHARES TR | $64.88万 | 0.19% | 7,484 | 2,716 | 57.0% | $23.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.80万 | 0.16% | 7,366 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.87万 | 0.16% | 4,495 | 57 | 1.3% | $7,085 | 加仓 |
| SO | SOUTHERN CO | $55.65万 | 0.16% | 5,766 | 5,766 | — | $55.65万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $51.94万 | 0.15% | 3,967 | -22 | -0.6% | -$2,881 | 减仓 |
| CAT | CATERPILLAR INC | $51.72万 | 0.15% | 730 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $51.03万 | 0.15% | 15,021 | 1 | 0.0% | $34 | 加仓 |
| — | ETF SER SOLUTIONS | $41.65万 | 0.12% | 16,594 | 16,594 | — | $41.65万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $41.42万 | 0.12% | 12,026 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $40.69万 | 0.12% | 2,333 | 156 | 7.2% | $2.72万 | 加仓 |
| PEP | PEPSICO INC | $39.91万 | 0.11% | 2,570 | -53 | -2.0% | -$8,230 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $37.94万 | 0.11% | 1,289 | 142 | 12.4% | $4.18万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $37.92万 | 0.11% | 11,198 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $37.37万 | 0.11% | 7,666 | -108 | -1.4% | -$5,265 | 减仓 |
| LOW | LOWES COS INC | $37.24万 | 0.11% | 1,576 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.31万 | 0.10% | 12,180 | 12,180 | — | $36.31万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $35.73万 | 0.10% | 7,802 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $35.26万 | 0.10% | 2,078 | 173 | 9.1% | $2.94万 | 加仓 |
| CSCO | CISCO SYS INC | $35.04万 | 0.10% | 4,516 | 290 | 6.9% | $2.25万 | 加仓 |
| MCD | MCDONALDS CORP | $33.94万 | 0.10% | 1,092 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $33.47万 | 0.10% | 1,052 | 20 | 1.9% | $6,363 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $33.17万 | 0.09% | 7,087 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $33.14万 | 0.09% | 1,601 | -31 | -1.9% | -$6,416 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.11万 | 0.09% | 6,891 | 1,250 | 22.2% | $6.01万 | 加仓 |
| ABBV | ABBVIE INC | $31.18万 | 0.09% | 1,433 | 99 | 7.4% | $2.15万 | 加仓 |
| PSX | PHILLIPS 66 | $30.22万 | 0.09% | 1,659 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.15万 | 0.08% | 944 | 202 | 27.2% | $5.81万 | 加仓 |
| KLAC | KLA CORP | $25.77万 | 0.07% | 175 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $25.63万 | 0.07% | 750 | 750 | — | $25.63万 | 新建仓 |
| IGLB | ISHARES TR | $25.03万 | 0.07% | 5,044 | 5,044 | — | $25.03万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $23.94万 | 0.07% | 5,858 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $23.57万 | 0.07% | 2,148 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $23.40万 | 0.07% | 4,434 | 1 | 0.0% | $53 | 加仓 |
| WM | WASTE MGMT INC DEL | $22.98万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $22.67万 | 0.06% | 6,560 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.44万 | 0.06% | 244 | -39 | -13.8% | -$3.59万 | 减仓 |
| VFH | VANGUARD WORLD FD | $21.96万 | 0.06% | 1,818 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $21.86万 | 0.06% | 840 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $21.65万 | 0.06% | 7,139 | 334 | 4.9% | $1.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.47万 | 0.06% | 1,056 | -39 | -3.6% | -$7,930 | 减仓 |
| BLK | BLACKROCK INC | $21.35万 | 0.06% | 222 | 4 | 1.8% | $3,847 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.09万 | 0.06% | 3,799 | 3,799 | — | $21.09万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.67万 | 0.06% | 1,431 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $20.66万 | 0.06% | 9,613 | -3,792 | -28.3% | -$8.15万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.28万 | 0.06% | 591 | -51 | -7.9% | -$1.75万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,109 | -100.0% | -$28.09万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,138 | -100.0% | -$26.79万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,000 | -100.0% | -$22.94万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |