Dominguez Wealth Management Solutions, Inc.
WILLIAMSBURG VA · SEC CIK 0001881335
$1.65亿2026Q1 申报市值
67持仓数
66.5%前十大占比 · 第一大 15.0%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$117.23万
SPLV 加仓+$106.14万
BALT 加仓+$60.70万
EFG 加仓+$28.61万
CVX 新建仓+$26.41万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$10.77万
JNJ 减仓-$9.75万
FDG 减仓-$7.25万
SHV 减仓-$6.40万
PG 减仓-$6.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,475.41万 | 15.00% | 56,673 | 2,684 | 5.0% | $117.23万 | 加仓 |
| AAPL | APPLE INC | $1,836.05万 | 11.13% | 72,345 | -134 | -0.2% | -$3.40万 | 减仓 |
| SGOV | ISHARES TR | $1,447.33万 | 8.77% | 143,784 | -1,070 | -0.7% | -$10.77万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1,425.73万 | 8.64% | 327,078 | 5,694 | 1.8% | $24.82万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,237.93万 | 7.50% | 169,255 | 14,512 | 9.4% | $106.14万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $915.91万 | 5.55% | 273,693 | 18,139 | 7.1% | $60.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $575.09万 | 3.48% | 23,527 | -399 | -1.7% | -$9.75万 | 减仓 |
| EFG | ISHARES TR | $449.18万 | 2.72% | 40,333 | 2,569 | 6.8% | $28.61万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $328.02万 | 1.99% | 65,855 | 1,062 | 1.6% | $5.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $289.23万 | 1.75% | 20,024 | -421 | -2.1% | -$6.08万 | 减仓 |
| EMR | EMERSON ELEC CO | $281.64万 | 1.71% | 21,496 | -266 | -1.2% | -$3.49万 | 减仓 |
| AFL | AFLAC INC | $271.78万 | 1.65% | 24,773 | -215 | -0.9% | -$2.36万 | 减仓 |
| EEM | ISHARES TR | $267.75万 | 1.62% | 47,147 | 2,297 | 5.1% | $13.04万 | 加仓 |
| MRK | MERCK & CO INC | $267.50万 | 1.62% | 22,238 | -469 | -2.1% | -$5.64万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $253.65万 | 1.54% | 4,197 | 23 | 0.6% | $1.39万 | 加仓 |
| IWP | ISHARES TR | $235.55万 | 1.43% | 18,385 | 1,161 | 6.7% | $14.88万 | 加仓 |
| IJT | ISHARES TR | $225.61万 | 1.37% | 15,591 | 1,064 | 7.3% | $15.40万 | 加仓 |
| IVW | ISHARES TR | $185.37万 | 1.12% | 16,389 | -82 | -0.5% | -$9,275 | 减仓 |
| NVDA | NVIDIA CORPORATION | $179.14万 | 1.09% | 10,272 | -2 | -0.0% | -$349 | 减仓 |
| T | AT&T INC | $175.38万 | 1.06% | 60,497 | 892 | 1.5% | $2.59万 | 加仓 |
| TGT | TARGET CORP | $165.95万 | 1.01% | 13,692 | 253 | 1.9% | $3.07万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $163.97万 | 0.99% | 16,997 | 170 | 1.0% | $1.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $139.06万 | 0.84% | 22,928 | 524 | 2.3% | $3.18万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $138.96万 | 0.84% | 12,184 | -636 | -5.0% | -$7.25万 | 减仓 |
| IWR | ISHARES TR | $134.45万 | 0.81% | 13,828 | -25 | -0.2% | -$2,431 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $125.33万 | 0.76% | 1,400 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.04万 | 0.69% | 1,754 | -15 | -0.8% | -$9,753 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $109.99万 | 0.67% | 35,851 | 7,076 | 24.6% | $21.71万 | 加仓 |
| WMT | WALMART INC | $105.30万 | 0.64% | 8,473 | 498 | 6.2% | $6.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.82万 | 0.63% | 1,042 | 1 | 0.1% | $996 | 加仓 |
| MSFT | MICROSOFT CORP | $91.23万 | 0.55% | 2,465 | 1 | 0.0% | $370 | 加仓 |
| D | DOMINION ENERGY INC | $89.61万 | 0.54% | 14,495 | 155 | 1.1% | $9,582 | 加仓 |
| MCD | MCDONALDS CORP | $89.24万 | 0.54% | 2,871 | -6 | -0.2% | -$1,865 | 减仓 |
| HD | HOME DEPOT INC | $85.57万 | 0.52% | 2,602 | 3 | 0.1% | $987 | 加仓 |
| PEP | PEPSICO INC | $78.57万 | 0.48% | 5,059 | -66 | -1.3% | -$1.02万 | 减仓 |
| SHV | ISHARES TR | $74.11万 | 0.45% | 6,713 | -580 | -8.0% | -$6.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $73.90万 | 0.45% | 1,237 | 1 | 0.1% | $597 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $68.37万 | 0.41% | 7,555 | -227 | -2.9% | -$2.05万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $63.68万 | 0.39% | 8,304 | -82 | -1.0% | -$6,288 | 减仓 |
| KO | COCA COLA CO | $63.10万 | 0.38% | 8,297 | -192 | -2.3% | -$1.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.01万 | 0.38% | 1,315 | -100 | -7.1% | -$4.79万 | 减仓 |
| ABBV | ABBVIE INC | $62.75万 | 0.38% | 2,885 | 2 | 0.1% | $435 | 加仓 |
| NEE | NEXTERA ENERGY INC | $62.25万 | 0.38% | 6,703 | -93 | -1.4% | -$8,637 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $61.18万 | 0.37% | 12,187 | 20 | 0.2% | $1,004 | 加仓 |
| AMZN | AMAZON COM INC | $60.59万 | 0.37% | 2,909 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.11万 | 0.35% | 2,021 | 1 | 0.0% | $288 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $57.29万 | 0.35% | 6,117 | 10 | 0.2% | $937 | 加仓 |
| — | EXXON MOBIL CORP | $55.55万 | 0.34% | 3,274 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $53.33万 | 0.32% | 7,183 | -270 | -3.6% | -$2.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.59万 | 0.31% | 1,527 | -26 | -1.7% | -$8,784 | 减仓 |
| JSML | JANUS DETROIT STR TR | $50.74万 | 0.31% | 7,245 | -172 | -2.3% | -$1.20万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $45.75万 | 0.28% | 2,106 | -11 | -0.5% | -$2,389 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.15万 | 0.25% | 824 | 1 | 0.1% | $499 | 加仓 |
| VTI | VANGUARD INDEX FDS | $34.30万 | 0.21% | 1,069 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.62万 | 0.19% | 1,470 | 1 | 0.1% | $215 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $31.42万 | 0.19% | 5,892 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $30.60万 | 0.19% | 6,277 | -10 | -0.2% | -$488 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $29.41万 | 0.18% | 2,679 | 4 | 0.1% | $439 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.98万 | 0.18% | 1,196 | 6 | 0.5% | $1,454 | 加仓 |
| MO | ALTRIA GROUP INC | $27.77万 | 0.17% | 4,209 | 21 | 0.5% | $1,386 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.41万 | 0.16% | 1,276 | 1,276 | — | $26.41万 | 新建仓 |
| TSLA | TESLA INC | $26.17万 | 0.16% | 704 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.86万 | 0.15% | 3,310 | 2 | 0.1% | $150 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.33万 | 0.14% | 5,900 | 5,900 | — | $22.33万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $21.56万 | 0.13% | 1,074 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.02万 | 0.13% | 733 | -82 | -10.1% | -$2.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.99万 | 0.13% | 364 | 13 | 3.7% | $7,498 | 加仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |