ENZI WEALTH
AUSTIN TX · SEC CIK 0001887441
$2.88亿2026Q1 申报市值
71持仓数
78.8%前十大占比 · 第一大 17.4%
2 / 3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
AVMV 加仓+$327.30万
AVUV 加仓+$226.04万
HEDG 加仓+$119.11万
FRDM 加仓+$112.13万
QQQ 加仓+$107.01万
2026Q1 卖出最多 按季末市值估算
JHMM 减仓-$114.00万
IJR 减仓-$56.88万
DBEF 减仓-$53.68万
USMV 减仓-$43.81万
PALC 减仓-$40.51万
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 |
|---|---|---|---|---|---|---|---|---|
| AVMV | AMERICAN CENTY ETF TR | $5,022.05万 | 17.43% | 677,009 | 44,123 | 7.0% | $327.30万 | 加仓 |
| IVV | ISHARES TR | $3,668.03万 | 12.73% | 56,154 | 1,302 | 2.4% | $85.05万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,437.25万 | 11.93% | 311,148 | 20,462 | 7.0% | $226.04万 | 加仓 |
| — | EXXON MOBIL CORP | $2,308.26万 | 8.01% | 136,052 | -727 | -0.5% | -$12.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,732.97万 | 6.02% | 30,025 | 1,854 | 6.6% | $107.01万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,604.04万 | 5.57% | 293,511 | 20,517 | 7.5% | $112.13万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,575.64万 | 5.47% | 543,699 | 41,101 | 8.2% | $119.11万 | 加仓 |
| IQLT | ISHARES TR | $1,453.24万 | 5.04% | 314,349 | -2,166 | -0.7% | -$10.01万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,231.64万 | 4.28% | 183,499 | -16,984 | -8.5% | -$114.00万 | 减仓 |
| IJR | ISHARES TR | $674.06万 | 2.34% | 54,224 | -4,576 | -7.8% | -$56.88万 | 减仓 |
| BOXX | EA SERIES TRUST | $494.12万 | 1.72% | 42,490 | 7,587 | 21.7% | $88.23万 | 加仓 |
| AAPL | APPLE INC | $378.69万 | 1.31% | 14,921 | 600 | 4.2% | $15.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $348.78万 | 1.21% | 19,999 | 684 | 3.5% | $11.93万 | 加仓 |
| PALC | PACER FDS TR | $318.58万 | 1.11% | 61,490 | -7,818 | -11.3% | -$40.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $314.72万 | 1.09% | 44,245 | -3,751 | -7.8% | -$26.68万 | 减仓 |
| USMV | ISHARES TR | $307.48万 | 1.07% | 33,155 | -4,724 | -12.5% | -$43.81万 | 减仓 |
| DBEF | DBX ETF TR | $298.85万 | 1.04% | 60,496 | -10,866 | -15.2% | -$53.68万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $275.84万 | 0.96% | 9,927 | -24 | -0.2% | -$6,669 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $249.82万 | 0.87% | 24,168 | -3,281 | -12.0% | -$33.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $213.02万 | 0.74% | 3,565 | 11 | 0.3% | $6,573 | 加仓 |
| IJH | ISHARES TR | $186.46万 | 0.65% | 27,611 | -975 | -3.4% | -$6.58万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $174.57万 | 0.61% | 28,469 | -4,450 | -13.5% | -$27.29万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $167.84万 | 0.58% | 48,580 | -5,477 | -10.1% | -$18.92万 | 减仓 |
| AMZN | AMAZON COM INC | $157.62万 | 0.55% | 7,568 | 548 | 7.8% | $11.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $143.75万 | 0.50% | 9,827 | 998 | 11.3% | $14.60万 | 加仓 |
| TSLA | TESLA INC | $136.53万 | 0.47% | 3,673 | 9 | 0.2% | $3,345 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $134.81万 | 0.47% | 22,476 | -2,698 | -10.7% | -$16.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $91.50万 | 0.32% | 4,498 | -1 | -0.0% | -$203 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $86.90万 | 0.30% | 3,555 | 14 | 0.4% | $3,422 | 加仓 |
| IWB | ISHARES TR | $81.87万 | 0.28% | 2,296 | -161 | -6.6% | -$5.74万 | 减仓 |
| ETN | EATON CORP PLC | $75.97万 | 0.26% | 2,124 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $74.96万 | 0.26% | 752 | 3 | 0.4% | $2,991 | 加仓 |
| GOOGL | ALPHABET INC | $74.51万 | 0.26% | 2,591 | 2 | 0.1% | $575 | 加仓 |
| MO | ALTRIA GROUP INC | $72.91万 | 0.25% | 11,049 | 11 | 0.1% | $726 | 加仓 |
| MSFT | MICROSOFT CORP | $64.19万 | 0.22% | 1,734 | -16 | -0.9% | -$5,923 | 减仓 |
| META | META PLATFORMS INC | $62.76万 | 0.22% | 1,097 | 1 | 0.1% | $572 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.42万 | 0.22% | 960 | 167 | 21.1% | $10.86万 | 加仓 |
| IVW | ISHARES TR | $57.58万 | 0.20% | 5,091 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.29万 | 0.18% | 1,112 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $52.33万 | 0.18% | 11,859 | -866 | -6.8% | -$3.82万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $51.41万 | 0.18% | 1,110 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $47.49万 | 0.16% | 5,246 | -667 | -11.3% | -$6.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $46.99万 | 0.16% | 5,000 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $44.88万 | 0.16% | 1,010 | -4 | -0.4% | -$1,778 | 减仓 |
| IVE | ISHARES TR | $42.29万 | 0.15% | 2,003 | -2 | -0.1% | -$422 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $38.80万 | 0.13% | 1,319 | -11 | -0.8% | -$3,236 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.15万 | 0.13% | 1,492 | 108 | 7.8% | $2.62万 | 加仓 |
| IXUS | ISHARES TR | $35.52万 | 0.12% | 4,100 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.02万 | 0.11% | 3,330 | -64 | -1.9% | -$6,154 | 减仓 |
| ABBV | ABBVIE INC | $31.88万 | 0.11% | 1,466 | 4 | 0.3% | $870 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.74万 | 0.11% | 1,859 | 10 | 0.5% | $1,653 | 加仓 |
| IJJ | ISHARES TR | $28.62万 | 0.10% | 2,160 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $28.23万 | 0.10% | 2,750 | -42 | -1.5% | -$4,312 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $27.42万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.18万 | 0.09% | 1,656 | -6 | -0.4% | -$985 | 重新持有 |
| OEF | ISHARES TR | $26.53万 | 0.09% | 834 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.73万 | 0.09% | 897 | -4 | -0.4% | -$1,147 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.51万 | 0.09% | 888 | 1 | 0.1% | $287 | 加仓 |
| IWR | ISHARES TR | $25.23万 | 0.09% | 2,595 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $24.96万 | 0.09% | 6,568 | 68 | 1.0% | $2,585 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.84万 | 0.09% | 411 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $24.57万 | 0.09% | 1,248 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.75万 | 0.08% | 786 | 5 | 0.6% | $1,511 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.30万 | 0.08% | 1,862 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.00万 | 0.08% | 1,584 | -6 | -0.4% | -$871 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $22.13万 | 0.08% | 5,160 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.53万 | 0.07% | 505 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.45万 | 0.07% | 605 | -7 | -1.1% | -$2,366 | 减仓 |
| YETI | YETI HLDGS INC | $20.26万 | 0.07% | 5,538 | 0 | 0.0% | — | 不变 |
| TBLA | TABOOLA.COM LTD | $3.11万 | 0.01% | 10,032 | 10,032 | — | $3.11万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.01% | 100 | 100 | — | $2.08万 | 新建仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -2,171 | -100.0% | -$23.48万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,258 | -100.0% | -$23.24万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,909 | -100.0% | -$21.67万 | 清仓 |