DBK Financial Counsel, LLC
CUYAHOGA FALLS OH · SEC CIK 0001904822
$1.32亿2026Q1 申报市值
59持仓数
51.8%前十大占比 · 第一大 13.0%
2 / 1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
BILS 加仓+$193.62万
DFIC 加仓+$166.29万
DFAE 加仓+$69.65万
DFLV 加仓+$62.55万
DFUS 加仓+$62.16万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$201.60万
VWO 减仓-$77.99万
IVV 减仓-$26.13万
NVDA 减仓-$22.93万
TSLA 清仓-$20.24万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -450 | -100.0% | -$20.24万 | 清仓 |
| EMXC | ISHARES INC | $22.14万 | 0.17% | 2,815 | 2,815 | — | $22.14万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $23.80万 | 0.18% | 3,820 | 63 | 1.7% | $3,925 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.89万 | 0.18% | 7,249 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.16万 | 0.18% | 3,114 | 17 | 0.5% | $1,319 | 加仓 |
| QDF | FLEXSHARES TR | $25.78万 | 0.20% | 3,260 | 3,260 | — | $25.78万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.63万 | 0.20% | 5,045 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.87万 | 0.22% | 1,004 | 39 | 4.0% | $1.12万 | 加仓 |
| BSVO | EA SERIES TRUST | $38.50万 | 0.29% | 15,175 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $42.50万 | 0.32% | 4,821 | -696 | -12.6% | -$6.14万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $44.40万 | 0.34% | 4,446 | 1,251 | 39.2% | $12.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.65万 | 0.34% | 7,150 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $46.53万 | 0.35% | 4,791 | -107 | -2.2% | -$1.04万 | 减仓 |
| AMZN | AMAZON COM INC | $47.67万 | 0.36% | 2,289 | -16 | -0.7% | -$3,332 | 减仓 |
| IWR | ISHARES TR | $49.64万 | 0.38% | 5,105 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $50.99万 | 0.39% | 6,607 | -194 | -2.9% | -$1.50万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $54.51万 | 0.41% | 4,541 | -370 | -7.5% | -$4.44万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $57.31万 | 0.43% | 9,555 | -275 | -2.8% | -$1.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $66.32万 | 0.50% | 28,043 | 2,273 | 8.8% | $5.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $66.37万 | 0.50% | 1,793 | 17 | 1.0% | $6,293 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $70.97万 | 0.54% | 17,994 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $72.21万 | 0.55% | 1,653 | -6 | -0.4% | -$2,621 | 减仓 |
| IEMG | ISHARES INC | $78.20万 | 0.59% | 11,211 | -1,436 | -11.4% | -$10.02万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $84.40万 | 0.64% | 7,592 | 2 | 0.0% | $222 | 加仓 |
| GOOG | ALPHABET INC | $87.43万 | 0.66% | 3,048 | 13 | 0.4% | $3,729 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $106.48万 | 0.81% | 31,625 | -20 | -0.1% | -$673 | 减仓 |
| IEFA | ISHARES TR | $111.16万 | 0.84% | 12,279 | -458 | -3.6% | -$4.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $113.29万 | 0.86% | 32,333 | 8,012 | 32.9% | $28.07万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $116.93万 | 0.89% | 13,183 | 693 | 5.5% | $6.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $122.67万 | 0.93% | 5,704 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $123.02万 | 0.93% | 2,859 | 52 | 1.9% | $2.24万 | 加仓 |
| IVE | ISHARES TR | $129.94万 | 0.98% | 6,154 | -118 | -1.9% | -$2.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $134.58万 | 1.02% | 16,702 | -373 | -2.2% | -$3.01万 | 减仓 |
| EEM | ISHARES TR | $139.49万 | 1.06% | 24,563 | -50 | -0.2% | -$2,840 | 减仓 |
| VB | VANGUARD INDEX FDS | $142.62万 | 1.08% | 5,445 | -71 | -1.3% | -$1.86万 | 减仓 |
| AAPL | APPLE INC | $161.49万 | 1.22% | 6,363 | 124 | 2.0% | $3.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $176.74万 | 1.34% | 5,914 | -101 | -1.7% | -$3.02万 | 减仓 |
| IVV | ISHARES TR | $190.28万 | 1.44% | 2,913 | -400 | -12.1% | -$26.13万 | 减仓 |
| IWM | ISHARES TR | $195.57万 | 1.48% | 7,886 | -613 | -7.2% | -$15.20万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $197.88万 | 1.50% | 55,694 | 46,802 | 526.3% | $166.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $214.79万 | 1.63% | 63,434 | 20,571 | 48.0% | $69.65万 | 加仓 |
| BIL | SPDR SERIES TRUST | $218.86万 | 1.66% | 23,883 | -832 | -3.4% | -$7.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $225.47万 | 1.71% | 12,928 | -1,315 | -9.2% | -$22.93万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $231.29万 | 1.75% | 52,542 | 161 | 0.3% | $7,087 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $253.85万 | 1.92% | 104,595 | -1,818 | -1.7% | -$4.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $323.14万 | 2.45% | 59,786 | -14,430 | -19.4% | -$77.99万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $336.30万 | 2.55% | 44,727 | 165 | 0.4% | $1.24万 | 加仓 |
| IJR | ISHARES TR | $348.07万 | 2.64% | 28,000 | -123 | -0.4% | -$1.53万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $430.26万 | 3.26% | 38,948 | -286 | -0.7% | -$3.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $438.03万 | 3.32% | 13,654 | -320 | -2.3% | -$10.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $444.52万 | 3.37% | 7,439 | -83 | -1.1% | -$4.96万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $461.21万 | 3.49% | 129,154 | 17,515 | 15.7% | $62.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $477.80万 | 3.62% | 67,173 | 2,616 | 4.1% | $18.61万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $478.83万 | 3.63% | 61,068 | 4,414 | 7.8% | $34.61万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $527.69万 | 4.00% | 135,444 | -160 | -0.1% | -$6,234 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $569.30万 | 4.31% | 80,285 | 8,766 | 12.3% | $62.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $596.05万 | 4.51% | 10,327 | -174 | -1.7% | -$10.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $769.29万 | 5.82% | 11,829 | -97 | -0.8% | -$6.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $810.07万 | 6.13% | 126,416 | -31,460 | -19.9% | -$201.60万 | 减仓 |
| BILS | SPDR SERIES TRUST | $1,712.56万 | 12.97% | 172,220 | 19,471 | 12.7% | $193.62万 | 加仓 |