DEFINED WEALTH MANAGEMENT, LLC
BEAVERTON OR · SEC CIK 0001849518
$1.94亿2026Q2 申报市值
115持仓数
36.0%前十大占比 · 第一大 5.4%
10 / 5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
FENI 新建仓+$902.49万
AVEM 新建仓+$645.62万
PSC 新建仓+$336.90万
FDVV 新建仓+$319.00万
GOOG 加仓+$158.29万
2026Q2 卖出最多 按季末市值估算
IEFA 减仓-$944.68万
IUSV 清仓-$595.43万
IEMG 减仓-$592.77万
EMB 清仓-$121.90万
IJR 清仓-$105.71万
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 |
|---|---|---|---|---|---|---|---|---|
| HLN | HALEON PLC | $27.27万 | 0.14% | 29,230 | -41 | -0.1% | -$383 | 减仓 |
| LIN | LINDE PLC | $27.14万 | 0.14% | 523 | 23 | 4.6% | $1.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $26.96万 | 0.14% | 1,110 | -13 | -1.2% | -$3,158 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.51万 | 0.14% | 271 | 3 | 1.1% | $2,934 | 加仓 |
| NVO | NOVO-NORDISK A S | $25.85万 | 0.13% | 5,392 | 193 | 3.7% | $9,252 | 重新持有 |
| HON | HONEYWELL INTL INC | $24.94万 | 0.13% | 1,114 | -1,122 | -50.2% | -$25.12万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $24.63万 | 0.13% | 1,114 | 1,114 | — | $24.63万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $24.52万 | 0.13% | 1,293 | 1 | 0.1% | $190 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $24.03万 | 0.12% | 5,120 | 5,120 | — | $24.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $23.55万 | 0.12% | 204 | 204 | — | $23.55万 | 新建仓 |
| KLAC | KLA CORP | $23.02万 | 0.12% | 763 | 763 | — | $23.02万 | 新建仓 |
| MUB | ISHARES TR | $22.95万 | 0.12% | 2,132 | 89 | 4.4% | $9,580 | 加仓 |
| ACWI | ISHARES TR | $22.73万 | 0.12% | 1,448 | -511 | -26.1% | -$8.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $22.05万 | 0.11% | 305 | 305 | — | $22.05万 | 新建仓 |
| ETN | EATON CORP PLC | $21.65万 | 0.11% | 508 | 508 | — | $21.65万 | 新建仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -58,232 | -100.0% | -$595.43万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -12,977 | -100.0% | -$121.90万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -8,504 | -100.0% | -$105.71万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,171 | -100.0% | -$22.03万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.47万 | 清仓 |