ENZI WEALTH
AUSTIN TX · SEC CIK 0001887441
$3.16亿2026Q2 申报市值
77持仓数
77.4%前十大占比 · 第一大 18.3%
6 / 0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
AVMV 加仓+$313.25万
AVUV 加仓+$174.61万
HEDG 加仓+$125.43万
BOXX 加仓+$81.69万
QQQ 加仓+$66.79万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$907.86万
FRDM 减仓-$299.53万
JHMM 减仓-$47.12万
IJR 减仓-$46.77万
AAPL 减仓-$36.68万
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 |
|---|---|---|---|---|---|---|---|---|
| AVMV | AMERICAN CENTY ETF TR | $5,765.88万 | 18.26% | 715,903 | 38,894 | 5.7% | $313.25万 | 加仓 |
| IVV | ISHARES TR | $4,296.45万 | 13.61% | 56,898 | 744 | 1.3% | $56.18万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,035.33万 | 12.78% | 325,220 | 14,072 | 4.5% | $174.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,227.66万 | 7.06% | 30,953 | 928 | 3.1% | $66.79万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,763.32万 | 5.58% | 585,334 | 41,635 | 7.7% | $125.43万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,697.82万 | 5.38% | 249,495 | -44,016 | -15.0% | -$299.53万 | 减仓 |
| IQLT | ISHARES TR | $1,546.29万 | 4.90% | 313,267 | -1,082 | -0.3% | -$5.34万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,309.86万 | 4.15% | 177,127 | -6,372 | -3.5% | -$47.12万 | 减仓 |
| — | EXXON MOBIL CORP | $1,066.12万 | 3.38% | 73,480 | -62,572 | -46.0% | -$907.86万 | 减仓 |
| IJR | ISHARES TR | $741.53万 | 2.35% | 51,007 | -3,217 | -5.9% | -$46.77万 | 减仓 |
| BOXX | EA SERIES TRUST | $580.61万 | 1.84% | 49,447 | 6,957 | 16.4% | $81.69万 | 加仓 |
| AAPL | APPLE INC | $433.13万 | 1.37% | 13,756 | -1,165 | -7.8% | -$36.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $424.83万 | 1.35% | 20,058 | 59 | 0.3% | $1.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $373.97万 | 1.18% | 9,925 | -2 | -0.0% | -$754 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $344.21万 | 1.09% | 42,569 | -1,676 | -3.8% | -$13.55万 | 减仓 |
| PALC | PACER FDS TR | $341.97万 | 1.08% | 59,420 | -2,070 | -3.4% | -$11.91万 | 减仓 |
| USMV | ISHARES TR | $301.88万 | 0.96% | 31,160 | -1,995 | -6.0% | -$19.33万 | 减仓 |
| DBEF | DBX ETF TR | $296.54万 | 0.94% | 54,252 | -6,244 | -10.3% | -$34.13万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $252.47万 | 0.80% | 22,335 | -1,833 | -7.6% | -$20.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $251.04万 | 0.80% | 3,632 | 67 | 1.9% | $4.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $216.35万 | 0.69% | 3,947 | -551 | -12.2% | -$30.20万 | 减仓 |
| IJH | ISHARES TR | $208.38万 | 0.66% | 27,574 | -37 | -0.1% | -$2,796 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $198.19万 | 0.63% | 27,400 | -1,069 | -3.8% | -$7.73万 | 减仓 |
| AMZN | AMAZON COM INC | $188.93万 | 0.60% | 7,634 | 66 | 0.9% | $1.63万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $172.49万 | 0.55% | 44,059 | -4,521 | -9.3% | -$17.70万 | 减仓 |
| TSLA | TESLA INC | $146.57万 | 0.46% | 3,700 | 27 | 0.7% | $1.07万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $132.19万 | 0.42% | 20,581 | -1,895 | -8.4% | -$12.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $131.46万 | 0.42% | 9,831 | 4 | 0.0% | $535 | 加仓 |
| INTC | INTEL CORP | $127.99万 | 0.41% | 11,877 | 18 | 0.2% | $1,940 | 加仓 |
| IWB | ISHARES TR | $94.31万 | 0.30% | 2,292 | -4 | -0.2% | -$1,646 | 减仓 |
| GOOGL | ALPHABET INC | $92.61万 | 0.29% | 2,576 | -15 | -0.6% | -$5,393 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.10万 | 0.28% | 3,510 | -45 | -1.3% | -$1.14万 | 减仓 |
| ETN | EATON CORP PLC | $88.26万 | 0.28% | 2,124 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $87.66万 | 0.28% | 1,916 | 260 | 15.7% | $11.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $77.01万 | 0.24% | 10,976 | -73 | -0.7% | -$5,122 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.29万 | 0.23% | 975 | 15 | 1.6% | $1.13万 | 加仓 |
| META | META PLATFORMS INC | $72.45万 | 0.23% | 1,096 | -1 | -0.1% | -$661 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.25万 | 0.22% | 751 | -1 | -0.1% | -$922 | 减仓 |
| IVW | ISHARES TR | $64.89万 | 0.21% | 4,706 | -385 | -7.6% | -$5.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $64.59万 | 0.20% | 1,678 | -56 | -3.2% | -$2.16万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.82万 | 0.18% | 1,102 | -8 | -0.7% | -$4,198 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.12万 | 0.17% | 1,102 | -10 | -0.9% | -$4,911 | 减仓 |
| AMP | AMERIPRISE FINL INC | $52.38万 | 0.17% | 1,010 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $50.55万 | 0.16% | 5,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $50.32万 | 0.16% | 5,194 | -52 | -1.0% | -$5,038 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.71万 | 0.14% | 1,304 | -15 | -1.1% | -$5,143 | 减仓 |
| IVE | ISHARES TR | $40.63万 | 0.13% | 1,767 | -236 | -11.8% | -$5.43万 | 减仓 |
| NTNX | NUTANIX INC | $36.43万 | 0.12% | 6,568 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.28万 | 0.11% | 1,482 | 16 | 1.1% | $3,916 | 加仓 |
| IXUS | ISHARES TR | $35.87万 | 0.11% | 3,793 | -307 | -7.5% | -$2.90万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $35.65万 | 0.11% | 1,256 | 8 | 0.6% | $2,271 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.39万 | 0.10% | 1,841 | -18 | -1.0% | -$3,167 | 减仓 |
| GOOG | ALPHABET INC | $31.73万 | 0.10% | 888 | -9 | -1.0% | -$3,216 | 减仓 |
| IJJ | ISHARES TR | $31.70万 | 0.10% | 2,160 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $31.48万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $30.91万 | 0.10% | 834 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $28.98万 | 0.09% | 814 | 28 | 3.6% | $9,970 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.59万 | 0.09% | 3,537 | -15 | -0.4% | -$1,213 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.95万 | 0.09% | 1,288 | -204 | -13.7% | -$4.43万 | 减仓 |
| IWR | ISHARES TR | $27.13万 | 0.09% | 2,471 | -124 | -4.8% | -$1.36万 | 减仓 |
| NOW | SERVICENOW INC | $26.68万 | 0.08% | 2,545 | 2,545 | — | $26.68万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.60万 | 0.08% | 3,618 | 288 | 8.6% | $2.12万 | 加仓 |
| YETI | YETI HLDGS INC | $26.22万 | 0.08% | 5,538 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.89万 | 0.08% | 2,020 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $24.79万 | 0.08% | 5,160 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.68万 | 0.08% | 587 | -18 | -3.0% | -$7,567 | 减仓 |
| MMM | 3M CO | $24.66万 | 0.08% | 1,575 | -9 | -0.6% | -$1,409 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.50万 | 0.08% | 2,754 | 4 | 0.1% | $356 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $22.71万 | 0.07% | 1,587 | -275 | -14.8% | -$3.94万 | 减仓 |
| AVGO | BROADCOM INC | $21.56万 | 0.07% | 554 | 554 | — | $21.56万 | 新建仓 |
| KO | COCA COLA CO | $21.40万 | 0.07% | 2,576 | 2,576 | — | $21.40万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $21.11万 | 0.07% | 691 | 691 | — | $21.11万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.01万 | 0.07% | 408 | -3 | -0.7% | -$1,545 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $21.01万 | 0.07% | 4,575 | 4,575 | — | $21.01万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.66万 | 0.07% | 2,492 | 2,492 | — | $20.66万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $5.87万 | 0.02% | 10,687 | 655 | 6.5% | $3,596 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.47万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |