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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $4.34万 | 0.01% | 1,201 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $3.62万 | 0.01% | 181 | 181 | — | $3.62万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $3.61万 | 0.01% | 228 | 228 | — | $3.61万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3.17万 | 0.01% | 202 | 1 | 0.5% | $157 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.49万 | 0.01% | 303 | 303 | — | $2.49万 | 新建仓 |
| IEFA | ISHARES TR | $2.40万 | 0.01% | 249 | 249 | — | $2.40万 | 新建仓 |
| EWT | ISHARES INC | $2.17万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.87万 | 0.01% | 200 | 200 | — | $1.87万 | 新建仓 |
| IWN | ISHARES TR | $1.73万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $1.66万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.27万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $5,159 | 0.00% | 15 | 15 | — | $5,159 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,892 | 0.00% | 25 | 25 | — | $2,892 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,766 | 0.00% | 35 | 35 | — | $2,766 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,656 | 0.00% | 30 | 30 | — | $2,656 | 新建仓 |
| FXI | ISHARES TR | $1,895 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $70 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $30 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,851 | -100.0% | -$28.70万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$21.32万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -825 | -100.0% | -$21.00万 | 清仓 |
| TLTW | ISHARES TR | $0 | 0.00% | 0 | -5,251 | -100.0% | -$11.88万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -5,020 | -100.0% | -$4.60万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -462 | -100.0% | -$2.68万 | 清仓 |