Level Financial Advisors
EAST AMHERST NY · SEC CIK 0001871734
$4.48亿2026Q2 申报市值
95持仓数
55.0%前十大占比 · 第一大 14.4%
3 / 2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
VUG 加仓+$268.78万
VEA 加仓+$243.62万
BNDX 加仓+$201.11万
VTV 加仓+$171.58万
VOO 加仓+$146.29万
2026Q2 卖出最多 按季末市值估算
QQQ 重新持有-$49.53万
VCEB 减仓-$25.74万
BRK/B 减仓-$22.82万
DFAE 减仓-$21.66万
BA 清仓-$21.38万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -1,074 | -100.0% | -$21.38万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,041 | -100.0% | -$21.32万 | 清仓 |
| — | PUTNAM ETF TRUST | $12.08万 | 0.03% | 15,162 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.58万 | 0.05% | 1,302 | 6 | 0.5% | $995 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $22.98万 | 0.05% | 2,162 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $23.22万 | 0.05% | 2,292 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $23.45万 | 0.05% | 1,187 | 1 | 0.1% | $198 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $24.13万 | 0.05% | 4,771 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $24.34万 | 0.05% | 5,504 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $24.40万 | 0.05% | 2,531 | -250 | -9.0% | -$2.41万 | 减仓 |
| MOG/A | MOOG INC | $24.79万 | 0.06% | 585 | 585 | — | $24.79万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.08万 | 0.06% | 222 | 222 | — | $26.08万 | 新建仓 |
| HD | HOME DEPOT INC | $26.27万 | 0.06% | 745 | -5 | -0.7% | -$1,763 | 减仓 |
| NFLX | NETFLIX INC. | $26.56万 | 0.06% | 3,720 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $26.68万 | 0.06% | 362 | -672 | -65.0% | -$49.53万 | 重新持有 |
| TSLA | TESLA INC | $27.00万 | 0.06% | 642 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $27.91万 | 0.06% | 5,775 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $28.84万 | 0.06% | 5,700 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.06万 | 0.06% | 1,228 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $31.65万 | 0.07% | 847 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.87万 | 0.07% | 902 | -273 | -23.2% | -$9.65万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $32.64万 | 0.07% | 3,965 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $35.86万 | 0.08% | 2,191 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.20万 | 0.08% | 2,721 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $39.06万 | 0.09% | 767 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $40.28万 | 0.09% | 1,693 | 1 | 0.1% | $238 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $42.60万 | 0.10% | 8,715 | 94 | 1.1% | $4,595 | 加仓 |
| META | META PLATFORMS INC | $45.18万 | 0.10% | 802 | -12 | -1.5% | -$6,759 | 减仓 |
| SUSC | ISHARES TR | $47.34万 | 0.11% | 20,448 | 11,253 | 122.4% | $26.05万 | 重新持有 |
| AVSE | AMERICAN CENTY ETF TR | $50.52万 | 0.11% | 6,174 | 2 | 0.0% | $164 | 加仓 |
| LLY | ELI LILLY & CO | $53.60万 | 0.12% | 447 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $54.50万 | 0.12% | 3,318 | 2 | 0.1% | $329 | 加仓 |
| ESGV | VANGUARD WORLD FD | $55.87万 | 0.12% | 4,225 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $56.99万 | 0.13% | 6,494 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $58.01万 | 0.13% | 4,539 | -35 | -0.8% | -$4,473 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $66.19万 | 0.15% | 7,256 | 225 | 3.2% | $2.05万 | 加仓 |
| IVV | ISHARES TR | $66.77万 | 0.15% | 892 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.00万 | 0.15% | 2,895 | -1 | -0.0% | -$238 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $69.58万 | 0.16% | 12,982 | 5,630 | 76.6% | $30.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $71.09万 | 0.16% | 2,172 | -75 | -3.3% | -$2.45万 | 减仓 |
| ILTB | ISHARES TR | $73.95万 | 0.17% | 15,014 | 15,014 | — | $73.95万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.26万 | 0.17% | 1,524 | -456 | -23.0% | -$22.82万 | 减仓 |
| ESGD | ISHARES TR | $78.66万 | 0.18% | 7,651 | -192 | -2.4% | -$1.97万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $80.16万 | 0.18% | 15,384 | 5,325 | 52.9% | $27.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $83.64万 | 0.19% | 2,242 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $88.12万 | 0.20% | 35,262 | 415 | 1.2% | $1.04万 | 加仓 |
| GOOGL | ALPHABET INC | $93.89万 | 0.21% | 2,627 | 11 | 0.4% | $3,931 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $103.38万 | 0.23% | 10,032 | 101 | 1.0% | $1.04万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $107.50万 | 0.24% | 19,900 | -57 | -0.3% | -$3,079 | 减仓 |
| REET | ISHARES TR | $109.11万 | 0.24% | 39,505 | -579 | -1.4% | -$1.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $110.63万 | 0.25% | 4,553 | -56 | -1.2% | -$1.36万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $117.15万 | 0.26% | 102,899 | -723 | -0.7% | -$8,231 | 减仓 |
| NVDA | NVIDIA CORPORATION | $122.60万 | 0.27% | 6,127 | -7 | -0.1% | -$1,401 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $130.63万 | 0.29% | 12,152 | -230 | -1.9% | -$2.47万 | 减仓 |
| LIN | LINDE PLC | $133.06万 | 0.30% | 2,564 | -373 | -12.7% | -$19.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $133.14万 | 0.30% | 1,783 | -101 | -5.4% | -$7.54万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $134.69万 | 0.30% | 21,461 | -4,101 | -16.0% | -$25.74万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $158.14万 | 0.35% | 35,064 | 385 | 1.1% | $1.74万 | 加仓 |
| NYF | ISHARES TR | $173.49万 | 0.39% | 32,184 | -616 | -1.9% | -$3.32万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $175.90万 | 0.39% | 35,019 | -334 | -0.9% | -$1.68万 | 减仓 |
| IWC | ISHARES TR | $195.42万 | 0.44% | 9,769 | -163 | -1.6% | -$3.26万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $211.56万 | 0.47% | 13,712 | -258 | -1.8% | -$3.98万 | 减仓 |
| QUAL | ISHARES TR | $225.08万 | 0.50% | 10,257 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $243.28万 | 0.54% | 8,407 | -91 | -1.1% | -$2.63万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $288.83万 | 0.65% | 32,381 | 161 | 0.5% | $1.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $305.58万 | 0.68% | 7,052 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $313.85万 | 0.70% | 67,307 | -794 | -1.2% | -$3.70万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $321.36万 | 0.72% | 41,898 | 1,692 | 4.2% | $12.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $334.37万 | 0.75% | 11,031 | 1,528 | 16.1% | $46.32万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $352.10万 | 0.79% | 51,081 | -2,562 | -4.8% | -$17.66万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $355.11万 | 0.79% | 88,314 | -5,386 | -5.7% | -$21.66万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $364.16万 | 0.81% | 29,189 | -402 | -1.4% | -$5.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $484.42万 | 1.08% | 69,302 | 239 | 0.3% | $1.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $507.07万 | 1.13% | 34,579 | -10 | -0.0% | -$1,466 | 减仓 |
| SHYG | ISHARES TR | $520.03万 | 1.16% | 122,620 | 2,143 | 1.8% | $9.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $557.72万 | 1.25% | 143,779 | 5,479 | 4.0% | $21.25万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $638.01万 | 1.43% | 66,122 | -1,071 | -1.6% | -$10.33万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $681.37万 | 1.52% | 92,905 | 2,955 | 3.3% | $21.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $705.59万 | 1.58% | 118,209 | 15,155 | 14.7% | $90.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $817.06万 | 1.83% | 22,080 | -138 | -0.6% | -$5.11万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $820.44万 | 1.83% | 173,162 | -83 | -0.0% | -$3,933 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,003.87万 | 2.24% | 286,576 | 16,519 | 6.1% | $57.87万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,046.34万 | 2.34% | 190,210 | -2,957 | -1.5% | -$16.27万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,195.39万 | 2.67% | 302,324 | 11,747 | 4.0% | $46.45万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,239.66万 | 2.77% | 255,969 | 41,526 | 19.4% | $201.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,293.71万 | 2.89% | 59,363 | 7,873 | 15.3% | $171.58万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,344.64万 | 3.00% | 287,255 | 26,926 | 10.3% | $126.04万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,489.31万 | 3.33% | 188,449 | 4,200 | 2.3% | $33.19万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,496.01万 | 3.34% | 362,625 | 20,014 | 5.8% | $82.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,523.88万 | 3.41% | 176,907 | 31,203 | 21.4% | $268.78万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,642.84万 | 3.67% | 404,242 | 16,561 | 4.3% | $67.30万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,790.68万 | 4.00% | 618,117 | 35,833 | 6.2% | $103.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,817.59万 | 4.06% | 435,560 | 16,171 | 3.9% | $67.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,853.32万 | 4.14% | 237,879 | 11,099 | 4.9% | $86.47万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,101.55万 | 6.93% | 532,912 | 21,865 | 4.3% | $127.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,460.65万 | 7.73% | 485,706 | 34,193 | 7.6% | $243.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,452.34万 | 14.42% | 93,946 | 2,130 | 2.3% | $146.29万 | 加仓 |