DBK Financial Counsel, LLC
CUYAHOGA FALLS OH · SEC CIK 0001904822
$1.19亿2026Q2 申报市值
56持仓数
55.8%前十大占比 · 第一大 11.0%
1 / 5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
DFIC 加仓+$25.68万
DFEM 新建仓+$20.62万
AVUS 加仓+$2.43万
DFIS 加仓+$4,834
NVDA 加仓+$2,201
2026Q2 卖出最多 按季末市值估算
BILS 减仓-$398.02万
SPHQ 清仓-$336.30万
VTI 减仓-$258.39万
BIL 清仓-$218.86万
BSV 减仓-$150.15万
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 |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | $1,313.51万 | 11.02% | 132,170 | -40,050 | -23.3% | -$398.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $883.37万 | 7.41% | 11,829 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $770.23万 | 6.46% | 108,103 | -18,313 | -14.5% | -$130.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $760.48万 | 6.38% | 10,327 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $635.91万 | 5.34% | 77,607 | -2,678 | -3.3% | -$21.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $514.53万 | 4.32% | 62,489 | -4,684 | -7.0% | -$38.57万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $503.40万 | 4.22% | 127,313 | -1,841 | -1.4% | -$7.28万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $460.33万 | 3.86% | 111,595 | -23,849 | -17.6% | -$98.38万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $432.37万 | 3.63% | 34,656 | -4,292 | -11.0% | -$53.55万 | 减仓 |
| IJR | ISHARES TR | $381.17万 | 3.20% | 25,701 | -2,299 | -8.2% | -$34.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $365.86万 | 3.07% | 5,327 | -2,112 | -28.4% | -$145.05万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $325.63万 | 2.73% | 41,796 | -19,272 | -31.6% | -$150.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $271.79万 | 2.28% | 45,534 | -14,252 | -23.8% | -$85.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $258.90万 | 2.17% | 12,939 | 11 | 0.1% | $2,201 | 加仓 |
| VTI | VANGUARD INDEX FDS | $246.85万 | 2.07% | 6,671 | -6,983 | -51.1% | -$258.39万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $233.70万 | 1.96% | 58,119 | -5,315 | -8.4% | -$21.37万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $233.19万 | 1.96% | 62,585 | 6,891 | 12.4% | $25.68万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $209.64万 | 1.76% | 44,247 | -8,295 | -15.8% | -$39.30万 | 减仓 |
| VV | VANGUARD INDEX FDS | $203.18万 | 1.70% | 5,908 | -6 | -0.1% | -$2,063 | 减仓 |
| AAPL | APPLE INC | $179.55万 | 1.51% | 6,205 | -158 | -2.5% | -$4.57万 | 减仓 |
| EEM | ISHARES TR | $163.73万 | 1.37% | 23,933 | -630 | -2.6% | -$4.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $152.56万 | 1.28% | 5,033 | -412 | -7.6% | -$12.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $148.04万 | 1.24% | 15,343 | -1,359 | -8.1% | -$13.11万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $142.03万 | 1.19% | 58,834 | -45,761 | -43.8% | -$110.47万 | 减仓 |
| IWM | ISHARES TR | $139.92万 | 1.17% | 4,657 | -3,229 | -40.9% | -$97.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $123.79万 | 1.04% | 31,913 | -420 | -1.3% | -$1.63万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $120.77万 | 1.01% | 5,104 | -600 | -10.5% | -$14.20万 | 减仓 |
| IEFA | ISHARES TR | $112.33万 | 0.94% | 11,631 | -648 | -5.3% | -$6.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $111.46万 | 0.94% | 11,559 | -1,624 | -12.3% | -$15.66万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $111.27万 | 0.93% | 31,763 | 138 | 0.4% | $4,834 | 加仓 |
| GOOG | ALPHABET INC | $104.94万 | 0.88% | 2,970 | -78 | -2.6% | -$2.76万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $99.67万 | 0.84% | 7,782 | 190 | 2.5% | $2.43万 | 加仓 |
| IVV | ISHARES TR | $87.32万 | 0.73% | 1,166 | -1,747 | -60.0% | -$130.83万 | 减仓 |
| IEMG | ISHARES INC | $86.08万 | 0.72% | 10,391 | -820 | -7.3% | -$6.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $82.43万 | 0.69% | 9,569 | -349 | -3.5% | -$3.01万 | 减仓 |
| IVE | ISHARES TR | $80.61万 | 0.68% | 3,550 | -2,604 | -42.3% | -$59.13万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $68.99万 | 0.58% | 17,192 | -802 | -4.5% | -$3.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.25万 | 0.56% | 1,776 | -17 | -0.9% | -$6,342 | 减仓 |
| GLD | SPDR GOLD TR | $64.69万 | 0.54% | 1,756 | -1,103 | -38.6% | -$40.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $61.47万 | 0.52% | 23,497 | -4,546 | -16.2% | -$11.89万 | 减仓 |
| IWR | ISHARES TR | $56.32万 | 0.47% | 5,105 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $51.99万 | 0.44% | 7,925 | -1,630 | -17.1% | -$10.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.98万 | 0.42% | 7,150 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $49.66万 | 0.42% | 4,781 | -10 | -0.2% | -$1,039 | 减仓 |
| AMZN | AMAZON COM INC | $45.76万 | 0.38% | 1,920 | -369 | -16.1% | -$8.79万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $44.62万 | 0.37% | 4,541 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $44.30万 | 0.37% | 15,175 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.75万 | 0.31% | 3,128 | 14 | 0.4% | $1,645 | 加仓 |
| IAU | ISHARES GOLD TR | $36.40万 | 0.31% | 4,821 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $34.49万 | 0.29% | 965 | -39 | -3.9% | -$1.39万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $28.02万 | 0.24% | 3,820 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $27.60万 | 0.23% | 2,698 | -117 | -4.2% | -$1.20万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.25万 | 0.23% | 5,045 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $27.18万 | 0.23% | 1,600 | 0 | 0.0% | — | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $26.28万 | 0.22% | 7,249 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $20.62万 | 0.17% | 5,075 | 5,075 | — | $20.62万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -44,727 | -100.0% | -$336.30万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -23,883 | -100.0% | -$218.86万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,607 | -100.0% | -$50.99万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,446 | -100.0% | -$44.40万 | 清仓 |
| QDF | FLEXSHARES TR | $0 | 0.00% | 0 | -3,260 | -100.0% | -$25.78万 | 清仓 |