Morling Financial Advisors, LLC
FREMONT CA · SEC CIK 0001905198
$3.60亿2026Q2 申报市值
123持仓数
75.9%前十大占比 · 第一大 13.5%
21 / 6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
TOTL 加仓+$179.43万
VGSH 加仓+$109.69万
FLXR 加仓+$101.83万
VTI 加仓+$84.04万
VGIT 加仓+$37.82万
2026Q2 卖出最多 按季末市值估算
DFAE 减仓-$130.56万
AMD 减仓-$34.56万
GOOGL 减仓-$29.05万
SGOV 清仓-$28.70万
NVDA 减仓-$23.59万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $104.94万 | 0.29% | 4,435 | -103 | -2.3% | -$2.44万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $111.36万 | 0.31% | 35,119 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $114.36万 | 0.32% | 87,228 | 3,297 | 3.9% | $4.32万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $136.34万 | 0.38% | 15,017 | -1,143 | -7.1% | -$10.38万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $157.64万 | 0.44% | 54,435 | -926 | -1.7% | -$2.68万 | 减仓 |
| GOOGL | ALPHABET INC | $160.46万 | 0.45% | 4,490 | -813 | -15.3% | -$29.05万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $169.29万 | 0.47% | 131,535 | -7,600 | -5.5% | -$9.78万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $188.80万 | 0.52% | 40,489 | 1,060 | 2.7% | $4.94万 | 加仓 |
| ESGU | ISHARES TR | $208.31万 | 0.58% | 12,727 | -62 | -0.5% | -$1.01万 | 减仓 |
| AMZN | AMAZON COM INC | $208.50万 | 0.58% | 8,748 | -280 | -3.1% | -$6.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $244.58万 | 0.68% | 12,223 | -1,179 | -8.8% | -$23.59万 | 减仓 |
| GOOG | ALPHABET INC | $244.85万 | 0.68% | 6,930 | -38 | -0.5% | -$1.34万 | 减仓 |
| ITOT | ISHARES TR | $285.29万 | 0.79% | 17,367 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $352.50万 | 0.98% | 8,381 | -5 | -0.1% | -$2,103 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $415.79万 | 1.15% | 58,356 | 1,688 | 3.0% | $12.03万 | 加仓 |
| IEMG | ISHARES INC | $560.83万 | 1.56% | 67,701 | 931 | 1.4% | $7.71万 | 加仓 |
| IVV | ISHARES TR | $612.58万 | 1.70% | 8,180 | 125 | 1.6% | $9.36万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $698.02万 | 1.94% | 54,499 | 1 | 0.0% | $128 | 加仓 |
| SPYM | SPDR SERIES TRUST | $952.83万 | 2.65% | 108,424 | -1,264 | -1.2% | -$11.11万 | 减仓 |
| AAPL | APPLE INC | $1,116.24万 | 3.10% | 38,576 | -443 | -1.1% | -$12.82万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,311.55万 | 3.64% | 445,652 | -411 | -0.1% | -$1.21万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,550.06万 | 4.31% | 375,773 | 6,486 | 1.8% | $26.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,887.62万 | 5.24% | 320,043 | 6,412 | 2.0% | $37.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,794.23万 | 7.76% | 540,576 | 1,701 | 0.3% | $8.79万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,962.68万 | 8.23% | 736,803 | -32,469 | -4.2% | -$130.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,100.14万 | 8.61% | 532,671 | 18,847 | 3.7% | $109.69万 | 加仓 |
| FLXR | TCW ETF TRUST | $3,213.75万 | 8.93% | 819,626 | 25,971 | 3.3% | $101.83万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $4,529.98万 | 12.58% | 1,147,703 | 45,461 | 4.1% | $179.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,859.58万 | 13.50% | 131,326 | 2,271 | 1.8% | $84.04万 | 加仓 |