Geometric Wealth Advisors
WASHINGTON DC · SEC CIK 0001900576
$7.99亿2026Q1 申报市值
85持仓数
92.9%前十大占比 · 第一大 42.3%
5 / 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
AVUS 加仓+$554.31万
DIMENSIONAL ETF 加仓+$489.21万
DFAX 加仓+$359.66万
AVNM 加仓+$221.80万
SCHF 加仓+$62.86万
2026Q1 卖出最多 按季末市值估算
DFIP 减仓-$59.90万
CVNA 减仓-$49.04万
DFSU 减仓-$23.12万
DFSI 减仓-$14.82万
MSFT 减仓-$10.11万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3.38亿 | 42.32% | 8,696,860 | 125,891 | 1.5% | $489.21万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2.53亿 | 31.71% | 7,454,243 | 105,875 | 1.4% | $359.66万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $5,435.14万 | 6.81% | 713,554 | 29,119 | 4.3% | $221.80万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,848.58万 | 6.07% | 436,101 | 49,857 | 12.9% | $554.31万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $2,134.24万 | 2.67% | 511,563 | -14,358 | -2.7% | -$59.90万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,182.07万 | 1.48% | 444,723 | 21,212 | 5.0% | $56.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $446.86万 | 0.56% | 13,929 | 1,621 | 13.2% | $52.00万 | 加仓 |
| AAPL | APPLE INC | $428.08万 | 0.54% | 16,867 | 128 | 0.8% | $3.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $308.13万 | 0.39% | 4,738 | 221 | 4.9% | $14.37万 | 加仓 |
| CVNA | CARVANA CO | $296.90万 | 0.37% | 9,444 | -1,560 | -14.2% | -$49.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $268.58万 | 0.34% | 6,149 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $249.82万 | 0.31% | 11,995 | 362 | 3.1% | $7.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $224.16万 | 0.28% | 89,306 | -1,065 | -1.2% | -$2.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $206.65万 | 0.26% | 3,458 | 598 | 20.9% | $35.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $177.91万 | 0.22% | 71,881 | 25,397 | 54.6% | $62.86万 | 加仓 |
| IVV | ISHARES TR | $173.36万 | 0.22% | 2,654 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $169.70万 | 0.21% | 24,330 | 2,593 | 11.9% | $18.09万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $152.09万 | 0.19% | 22,251 | 4,303 | 24.0% | $29.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.52万 | 0.18% | 23,021 | 3,012 | 15.1% | $19.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $143.78万 | 0.18% | 3,884 | -273 | -6.6% | -$10.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $143.35万 | 0.18% | 7,307 | 373 | 5.4% | $7.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $142.91万 | 0.18% | 2,476 | 52 | 2.1% | $3.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $125.72万 | 0.16% | 26,258 | 681 | 2.7% | $3.26万 | 加仓 |
| ETN | EATON CORP PLC | $122.39万 | 0.15% | 3,422 | 3 | 0.1% | $1,073 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $120.62万 | 0.15% | 33,948 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.34万 | 0.14% | 3,986 | 491 | 14.0% | $14.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $106.00万 | 0.13% | 7,976 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $105.98万 | 0.13% | 10,697 | 54 | 0.5% | $5,350 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.14万 | 0.13% | 3,938 | 101 | 2.6% | $2.65万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $92.12万 | 0.12% | 39,671 | -83 | -0.2% | -$1,927 | 减仓 |
| KO | COCA COLA CO | $89.31万 | 0.11% | 11,743 | 145 | 1.3% | $1.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $88.54万 | 0.11% | 11,483 | 2,807 | 32.4% | $21.64万 | 加仓 |
| ITOT | ISHARES TR | $80.34万 | 0.10% | 5,641 | 774 | 15.9% | $11.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.01万 | 0.10% | 3,301 | 6 | 0.2% | $1,454 | 加仓 |
| SO | SOUTHERN CO | $79.05万 | 0.10% | 8,190 | 163 | 2.0% | $1.57万 | 加仓 |
| IVW | ISHARES TR | $77.28万 | 0.10% | 6,832 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $75.74万 | 0.09% | 3,587 | 22 | 0.6% | $4,645 | 加仓 |
| META | META PLATFORMS INC | $75.35万 | 0.09% | 1,317 | 85 | 6.9% | $4.86万 | 加仓 |
| SHV | ISHARES TR | $71.28万 | 0.09% | 6,457 | 37 | 0.6% | $4,085 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $70.09万 | 0.09% | 9,885 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $69.98万 | 0.09% | 16,574 | 533 | 3.3% | $2.25万 | 加仓 |
| IWS | ISHARES TR | $62.74万 | 0.08% | 4,305 | 83 | 2.0% | $1.21万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $61.38万 | 0.08% | 11,862 | -1,371 | -10.4% | -$7.09万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $60.25万 | 0.08% | 20,718 | 3,871 | 23.0% | $11.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.57万 | 0.07% | 2,040 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.29万 | 0.07% | 10,415 | 4,156 | 66.4% | $22.46万 | 加仓 |
| IJK | ISHARES TR | $55.71万 | 0.07% | 5,537 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $54.27万 | 0.07% | 15,709 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.41万 | 0.06% | 1,753 | 68 | 4.0% | $1.96万 | 加仓 |
| — | TIDAL TRUST II | $49.84万 | 0.06% | 22,432 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.74万 | 0.06% | 1,038 | 51 | 5.2% | $2.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.35万 | 0.06% | 19,248 | 933 | 5.1% | $2.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $48.61万 | 0.06% | 16,688 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.64万 | 0.06% | 3,372 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $46.38万 | 0.06% | 15,206 | 378 | 2.5% | $1.15万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $46.22万 | 0.06% | 14,026 | 846 | 6.4% | $2.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $46.15万 | 0.06% | 1,888 | 116 | 6.5% | $2.84万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $44.73万 | 0.06% | 16,811 | 2,587 | 18.2% | $6.88万 | 加仓 |
| CME | CME GROUP INC | $44.36万 | 0.06% | 1,502 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $43.20万 | 0.05% | 2,477 | 232 | 10.3% | $4.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.42万 | 0.05% | 1,408 | 83 | 6.3% | $2.44万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.08万 | 0.05% | 2,802 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.73万 | 0.05% | 6,522 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $39.02万 | 0.05% | 1,882 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $37.81万 | 0.05% | 3,932 | 182 | 4.9% | $1.75万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $35.69万 | 0.04% | 7,039 | 53 | 0.8% | $2,688 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $35.37万 | 0.04% | 8,609 | -5,626 | -39.5% | -$23.12万 | 减仓 |
| USHY | ISHARES TR | $35.31万 | 0.04% | 9,584 | 107 | 1.1% | $3,942 | 加仓 |
| IEFA | ISHARES TR | $35.10万 | 0.04% | 3,877 | 762 | 24.5% | $6.90万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $34.92万 | 0.04% | 7,472 | 295 | 4.1% | $1.38万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.16万 | 0.04% | 3,659 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.79万 | 0.04% | 1,161 | 1,161 | — | $28.79万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $28.50万 | 0.04% | 1,385 | 27 | 2.0% | $5,556 | 加仓 |
| V | VISA INC | $27.11万 | 0.03% | 897 | 6 | 0.7% | $1,813 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $27.03万 | 0.03% | 6,375 | -3,496 | -35.4% | -$14.82万 | 减仓 |
| MRK | MERCK & CO INC | $26.46万 | 0.03% | 2,200 | 9 | 0.4% | $1,083 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $24.62万 | 0.03% | 5,180 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.43万 | 0.03% | 573 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.59万 | 0.03% | 6,448 | 8 | 0.1% | $280 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.41万 | 0.03% | 1,083 | 1,083 | — | $22.41万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $21.96万 | 0.03% | 1,011 | 1,011 | — | $21.96万 | 新建仓 |
| RTX | RTX CORPORATION | $21.93万 | 0.03% | 1,137 | 1,137 | — | $21.93万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $21.23万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $20.21万 | 0.03% | 615 | 615 | — | $20.21万 | 新建仓 |
| MAGS | LISTED FDS TR | $20.08万 | 0.03% | 3,465 | 0 | 0.0% | — | 不变 |