13F 机构持仓

Fort Henry Capital, LLC

Wheeling WV · SEC CIK 0001843536

2026Q22026Q1 更早 9 个季度 🔒
$1.82亿2026Q2 申报市值
17持仓数
94.8%前十大占比 · 第一大 25.1%
0 / 0新建仓 / 清仓
申报市值走势$1.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 25.1%
AGG 17.1%
IJR 13.9%
BSV 10.7%
VNQ 8.9%
DFAI 6.5%
VTI 3.9%
DFAE 3.7%
AOA 2.7%
AOR 2.3%

2026Q2 买入最多 按季末市值估算

AGG 加仓+$83.83万
BSV 加仓+$58.85万
VTI 加仓+$24.50万
BND 加仓+$17.17万
VXUS 加仓+$12.75万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$59.99万
IJR 减仓-$46.76万
DFAE 减仓-$26.10万
DFAI 减仓-$1.36万

2026Q2 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
SIRI SIRIUSXM HOLDINGS INC $25.62万0.14%8,673 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $28.51万0.16%2,699 00.0% — 不变
GEV GE VERNOVA INC $54.98万0.30%468 00.0% — 不变
AOM ISHARES TR $113.71万0.63%22,793 1130.5% $5,638 加仓
BNDX VANGUARD CHARLOTTE FDS $129.45万0.71%26,730 1,9107.7% $9.25万 加仓
BND VANGUARD BD INDEX FDS $236.22万1.30%32,178 2,3397.8% $17.17万 加仓
VXUS VANGUARD STAR FDS $358.95万1.98%41,987 1,4913.7% $12.75万 加仓
AOR ISHARES TR $422.94万2.33%60,855 1,3352.2% $9.28万 加仓
AOA ISHARES TR $488.05万2.69%50,005 6781.4% $6.62万 加仓
DFAE DIMENSIONAL ETF TRUST $677.18万3.73%168,412 -6,492-3.7% -$26.10万 减仓
VTI VANGUARD INDEX FDS $700.39万3.86%18,927 6623.6% $24.50万 加仓
DFAI DIMENSIONAL ETF TRUST $1,185.06万6.53%287,287 -330-0.1% -$1.36万 减仓
VNQ VANGUARD INDEX FDS $1,607.11万8.85%166,661 9780.6% $9.43万 加仓
BSV VANGUARD BD INDEX FDS $1,939.20万10.68%248,902 7,5533.1% $58.85万 加仓
IJR ISHARES TR $2,523.88万13.90%170,176 -3,153-1.8% -$46.76万 减仓
AGG ISHARES TR $3,100.35万17.08%313,230 8,4692.8% $83.83万 加仓
IVV ISHARES TR $4,560.29万25.12%60,894 -801-1.3% -$59.99万 减仓