Wealth Dimensions Group, Ltd.
CINCINNATI OH · SEC CIK 0001846462
$5.58亿2026Q2 申报市值
179持仓数
57.4%前十大占比 · 第一大 10.8%
10 / 6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
VGSH 加仓+$233.81万
DFAI 加仓+$168.79万
AMD 新建仓+$45.44万
DFAE 加仓+$44.58万
DIMENSIONAL ETF 加仓+$36.38万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$153.22万
DFCF 减仓-$82.89万
AAPL 减仓-$74.16万
ORGO 减仓-$62.14万
IEFA 减仓-$45.94万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,275 | -100.0% | -$28.82万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,558 | -100.0% | -$23.79万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -1,641 | -100.0% | -$20.96万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,050 | -100.0% | -$20.82万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -725 | -100.0% | -$20.81万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,393 | -100.0% | -$20.77万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3,785 | 0.00% | 500 | 500 | — | $3,785 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $16.49万 | 0.03% | 11,521 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.01万 | 0.04% | 689 | 27 | 4.1% | $7,842 | 加仓 |
| MCK | MCKESSON CORP | $20.19万 | 0.04% | 267 | -29 | -9.8% | -$2.19万 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.58万 | 0.04% | 690 | 690 | — | $20.58万 | 新建仓 |
| UNP | UNION PAC CORP | $20.71万 | 0.04% | 762 | 762 | — | $20.71万 | 新建仓 |
| ZS | ZSCALER INC | $21.22万 | 0.04% | 1,503 | 341 | 29.3% | $4.81万 | 重新持有 |
| FENY | FIDELITY COVINGTON TRUST | $21.43万 | 0.04% | 7,248 | 1 | 0.0% | $30 | 加仓 |
| BA | BOEING CO | $21.64万 | 0.04% | 1,000 | -32 | -3.1% | -$6,926 | 重新持有 |
| IWO | ISHARES TR | $21.67万 | 0.04% | 550 | 550 | — | $21.67万 | 新建仓 |
| EXC | EXELON CORP | $21.87万 | 0.04% | 4,692 | 47 | 1.0% | $2,191 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.91万 | 0.04% | 437 | 10 | 2.3% | $5,013 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $22.09万 | 0.04% | 4,015 | 4,015 | — | $22.09万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $22.27万 | 0.04% | 17,395 | -400 | -2.2% | -$5,120 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $22.41万 | 0.04% | 4,942 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $22.70万 | 0.04% | 17,900 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $22.74万 | 0.04% | 672 | 64 | 10.5% | $2.17万 | 重新持有 |
| MPC | MARATHON PETE CORP | $25.32万 | 0.05% | 990 | 1 | 0.1% | $256 | 加仓 |
| WFC | WELLS FARGO & CO | $25.37万 | 0.05% | 3,069 | -679 | -18.1% | -$5.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.42万 | 0.05% | 532 | 532 | — | $25.42万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.49万 | 0.05% | 3,084 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $25.89万 | 0.05% | 3,946 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $25.99万 | 0.05% | 359 | 359 | — | $25.99万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $26.13万 | 0.05% | 738 | 9 | 1.2% | $3,187 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.13万 | 0.05% | 653 | 33 | 5.3% | $1.37万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $27.31万 | 0.05% | 4,722 | 30 | 0.6% | $1,735 | 加仓 |
| SBUX | STARBUCKS CORP | $27.83万 | 0.05% | 2,723 | -9 | -0.3% | -$920 | 减仓 |
| ETN | EATON CORP PLC | $28.03万 | 0.05% | 658 | 18 | 2.8% | $7,668 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $28.04万 | 0.05% | 5,947 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $28.45万 | 0.05% | 5,664 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $28.59万 | 0.05% | 7,738 | 4 | 0.1% | $148 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.66万 | 0.05% | 9,500 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $29.65万 | 0.05% | 724 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $29.81万 | 0.05% | 2,915 | 15 | 0.5% | $1,534 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.44万 | 0.05% | 2,609 | 287 | 12.4% | $3.35万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.14万 | 0.06% | 1,045 | 1,045 | — | $31.14万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $31.30万 | 0.06% | 856 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.56万 | 0.06% | 4,179 | 10 | 0.2% | $755 | 加仓 |
| VXF | VANGUARD INDEX FDS | $31.85万 | 0.06% | 1,293 | 3 | 0.2% | $739 | 加仓 |
| CMI | CUMMINS INC | $31.87万 | 0.06% | 447 | 1 | 0.2% | $713 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $31.87万 | 0.06% | 1,052 | 169 | 19.1% | $5.12万 | 加仓 |
| ET | ENERGY TRANSFER L P | $33.19万 | 0.06% | 17,360 | 91 | 0.5% | $1,740 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.68万 | 0.06% | 5,643 | 2 | 0.0% | $119 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.21万 | 0.06% | 366 | -4 | -1.1% | -$3,739 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $34.27万 | 0.06% | 2,006 | 2,006 | — | $34.27万 | 新建仓 |
| NVS | NOVARTIS AG | $34.54万 | 0.06% | 2,204 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $35.04万 | 0.06% | 3,640 | -888 | -19.6% | -$8.55万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.47万 | 0.07% | 10,778 | 1 | 0.0% | $34 | 加仓 |
| EEM | ISHARES TR | $36.50万 | 0.07% | 5,335 | -344 | -6.1% | -$2.35万 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $37.00万 | 0.07% | 152,250 | -255,715 | -62.7% | -$62.14万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $37.45万 | 0.07% | 1,508 | 9 | 0.6% | $2,235 | 加仓 |
| COP | CONOCOPHILLIPS | $37.45万 | 0.07% | 3,602 | 61 | 1.7% | $6,342 | 加仓 |
| ESGD | ISHARES TR | $37.94万 | 0.07% | 3,690 | -49 | -1.3% | -$5,038 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.96万 | 0.07% | 2,002 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $39.03万 | 0.07% | 1,135 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $39.42万 | 0.07% | 12,930 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $40.00万 | 0.07% | 4,558 | -97 | -2.1% | -$8,513 | 减仓 |
| RTX | RTX CORPORATION | $41.28万 | 0.07% | 2,175 | 37 | 1.7% | $7,022 | 加仓 |
| IJS | ISHARES TR | $42.34万 | 0.08% | 3,098 | -18 | -0.6% | -$2,460 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $42.54万 | 0.08% | 2,233 | -51 | -2.2% | -$9,717 | 减仓 |
| MMM | 3M CO | $43.40万 | 0.08% | 2,680 | 29 | 1.1% | $4,696 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $44.36万 | 0.08% | 1,301 | 44 | 3.5% | $1.50万 | 加仓 |
| EMR | EMERSON ELEC CO | $44.52万 | 0.08% | 3,110 | 25 | 0.8% | $3,579 | 加仓 |
| T | AT&T INC | $44.62万 | 0.08% | 21,556 | -80 | -0.4% | -$1,656 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.44万 | 0.08% | 782 | 782 | — | $45.44万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $45.76万 | 0.08% | 3,828 | -4 | -0.1% | -$478 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.84万 | 0.08% | 5,162 | 3 | 0.1% | $272 | 加仓 |
| TJX | TJX COS INC NEW | $47.17万 | 0.08% | 3,114 | 188 | 6.4% | $2.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $47.71万 | 0.09% | 936 | 4 | 0.4% | $2,039 | 加仓 |
| MS | MORGAN STANLEY | $48.01万 | 0.09% | 2,297 | 44 | 2.0% | $9,196 | 加仓 |
| EFA | ISHARES TR | $48.73万 | 0.09% | 4,691 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.74万 | 0.09% | 5,998 | -11 | -0.2% | -$894 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.27万 | 0.09% | 8,551 | -133 | -1.5% | -$7,663 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.34万 | 0.09% | 9,664 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $49.77万 | 0.09% | 13,539 | 19 | 0.1% | $698 | 加仓 |
| KR | KROGER CO | $50.19万 | 0.09% | 9,038 | 24 | 0.3% | $1,333 | 加仓 |
| NFLX | NETFLIX INC. | $51.25万 | 0.09% | 7,178 | 110 | 1.6% | $7,854 | 加仓 |
| WM | WASTE MGMT INC DEL | $52.27万 | 0.09% | 2,345 | 11 | 0.5% | $2,452 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $52.61万 | 0.09% | 15,114 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $52.76万 | 0.09% | 2,393 | -89 | -3.6% | -$1.96万 | 减仓 |
| MO | ALTRIA GROUP INC | $52.92万 | 0.09% | 7,356 | 41 | 0.6% | $2,950 | 加仓 |
| ITOT | ISHARES TR | $53.22万 | 0.10% | 3,240 | 1,508 | 87.1% | $24.77万 | 加仓 |
| IWR | ISHARES TR | $54.08万 | 0.10% | 4,902 | -142 | -2.8% | -$1.57万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.52万 | 0.10% | 13,586 | -106 | -0.8% | -$4,488 | 减仓 |
| GLD | SPDR GOLD TR | $57.61万 | 0.10% | 1,564 | 37 | 2.4% | $1.36万 | 加仓 |
| PEP | PEPSICO INC | $59.60万 | 0.11% | 4,402 | 276 | 6.7% | $3.74万 | 加仓 |
| GFF | GRIFFON CORP | $59.79万 | 0.11% | 6,130 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $60.82万 | 0.11% | 25,257 | -971 | -3.7% | -$2.34万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $60.91万 | 0.11% | 8,297 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $63.83万 | 0.11% | 3,000 | -36 | -1.2% | -$7,659 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $65.27万 | 0.12% | 6,647 | -185 | -2.7% | -$1.82万 | 减仓 |
| ACWV | ISHARES INC | $65.87万 | 0.12% | 5,479 | -235 | -4.1% | -$2.83万 | 减仓 |
| DE | DEERE & CO | $67.28万 | 0.12% | 1,061 | 11 | 1.0% | $6,975 | 加仓 |
| SO | SOUTHERN CO | $69.59万 | 0.12% | 7,271 | -15 | -0.2% | -$1,436 | 减仓 |