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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $26.59万 | 0.07% | 355 | 61 | 20.7% | $4.57万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $26.03万 | 0.07% | 7,692 | 19 | 0.2% | $643 | 加仓 |
| MGC | VANGUARD WORLD FD | $25.48万 | 0.07% | 931 | 931 | — | $25.48万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.14万 | 0.07% | 214 | 214 | — | $25.14万 | 新建仓 |
| META | META PLATFORMS INC | $24.58万 | 0.07% | 436 | 12 | 2.8% | $6,765 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.18万 | 0.06% | 2,731 | -3 | -0.1% | -$266 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.06万 | 0.06% | 855 | 5 | 0.6% | $1,407 | 加仓 |
| MMM | 3M CO | $23.68万 | 0.06% | 1,462 | 7 | 0.5% | $1,134 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.90万 | 0.06% | 2,452 | 5 | 0.2% | $467 | 加仓 |
| PEP | PEPSICO INC | $22.89万 | 0.06% | 1,690 | -4 | -0.2% | -$542 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.36万 | 0.06% | 446 | -3 | -0.7% | -$1,504 | 减仓 |
| KO | COCA COLA CO | $21.86万 | 0.06% | 2,690 | 2,690 | — | $21.86万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.06万 | 0.06% | 1,342 | 1,342 | — | $21.06万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $20.98万 | 0.06% | 7,526 | 7,526 | — | $20.98万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.66万 | 0.06% | 221 | -124 | -35.9% | -$11.59万 | 减仓 |
| V | VISA INC | $20.59万 | 0.06% | 600 | 12 | 2.0% | $4,118 | 重新持有 |
| DFSU | DIMENSIONAL ETF TRUST | $20.40万 | 0.05% | 4,375 | -927 | -17.5% | -$4.32万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,855 | -100.0% | -$59.50万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,485 | -100.0% | -$25.19万 | 清仓 |