PENOBSCOT WEALTH MANAGEMENT
PORTLAND ME · SEC CIK 0001875768
$3.74亿2026Q2 申报市值
117持仓数
65.4%前十大占比 · 第一大 18.5%
9 / 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
IAGG 加仓+$488.69万
VCSH 新建仓+$189.52万
STIP 加仓+$113.91万
GLDM 加仓+$99.83万
VEA 加仓+$56.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$389.55万
DFGP 减仓-$342.19万
ICLN 减仓-$222.26万
IWB 减仓-$114.66万
VGT 减仓-$114.32万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $370.19万 | 0.99% | 125,787 | -5,736 | -4.4% | -$16.88万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $391.68万 | 1.05% | 39,321 | 1,330 | 3.5% | $13.25万 | 加仓 |
| VHT | VANGUARD WORLD FD | $421.39万 | 1.13% | 14,093 | 822 | 6.2% | $24.58万 | 加仓 |
| VOX | VANGUARD WORLD FD | $421.56万 | 1.13% | 22,917 | 561 | 2.5% | $10.32万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $423.46万 | 1.13% | 41,177 | 983 | 2.4% | $10.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $464.41万 | 1.24% | 76,397 | -746 | -1.0% | -$4.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $523.98万 | 1.40% | 7,629 | -515 | -6.3% | -$35.37万 | 减仓 |
| GLDM | WORLD GOLD TR | $597.99万 | 1.60% | 75,295 | 12,570 | 20.0% | $99.83万 | 加仓 |
| VFH | VANGUARD WORLD FD | $635.50万 | 1.70% | 48,290 | 1,018 | 2.2% | $13.40万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $661.22万 | 1.77% | 164,441 | 2,598 | 1.6% | $10.45万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $946.68万 | 2.53% | 254,075 | 8,053 | 3.3% | $30.01万 | 加仓 |
| STIP | ISHARES TR | $1,040.12万 | 2.78% | 101,813 | 11,150 | 12.3% | $113.91万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,054.52万 | 2.82% | 106,960 | -884 | -0.8% | -$8.72万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,322.60万 | 3.54% | 110,659 | -9,565 | -8.0% | -$114.32万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,414.55万 | 3.78% | 236,983 | 4,905 | 2.1% | $29.28万 | 加仓 |
| IAGG | ISHARES TR | $2,035.71万 | 5.45% | 402,313 | 96,578 | 31.6% | $488.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,501.17万 | 12.04% | 631,743 | 7,910 | 1.3% | $56.36万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $4,584.40万 | 12.26% | 841,792 | -62,833 | -6.9% | -$342.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $6,898.36万 | 18.45% | 784,975 | -8,829 | -1.1% | -$77.59万 | 减仓 |