WEALTHSPAN PARTNERS, LLC
DAVENPORT IA · SEC CIK 0001909805
$2.84亿2026Q1 申报市值
123持仓数
46.5%前十大占比 · 第一大 11.6%
6 / 7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
VUSB 新建仓+$458.13万
STIP 加仓+$70.90万
EVSD 加仓+$67.57万
SCHD 加仓+$56.77万
EVSM 加仓+$34.80万
2026Q1 卖出最多 按季末市值估算
DUSB 减仓-$63.33万
IBIT 清仓-$25.47万
DFGX 清仓-$25.18万
EVLN 减仓-$24.76万
PLTR 清仓-$21.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $217.44万 | 0.77% | 17,496 | 5 | 0.0% | $621 | 加仓 |
| VB | VANGUARD INDEX FDS | $246.78万 | 0.87% | 9,422 | 295 | 3.2% | $7.73万 | 加仓 |
| SLV | ISHARES SILVER TR | $263.81万 | 0.93% | 38,716 | 472 | 1.2% | $3.22万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $293.09万 | 1.03% | 58,396 | 6,933 | 13.5% | $34.80万 | 加仓 |
| CAT | CATERPILLAR INC | $297.96万 | 1.05% | 4,206 | 3 | 0.1% | $2,125 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $321.32万 | 1.13% | 82,688 | -205 | -0.2% | -$7,966 | 减仓 |
| STIP | ISHARES TR | $378.70万 | 1.33% | 36,615 | 6,855 | 23.0% | $70.90万 | 加仓 |
| IWD | ISHARES TR | $396.61万 | 1.40% | 18,562 | -213 | -1.1% | -$4.55万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $396.61万 | 1.40% | 61,893 | 1,304 | 2.2% | $8.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $429.43万 | 1.51% | 60,372 | -329 | -0.5% | -$2.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $448.95万 | 1.58% | 12,128 | 25 | 0.2% | $9,255 | 加仓 |
| IWM | ISHARES TR | $450.51万 | 1.59% | 18,166 | 544 | 3.1% | $13.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $457.15万 | 1.61% | 80,654 | 3,665 | 4.8% | $20.77万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $458.13万 | 1.61% | 92,021 | 92,021 | — | $458.13万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $471.02万 | 1.66% | 96,264 | 3,704 | 4.0% | $18.12万 | 加仓 |
| AAPL | APPLE INC | $492.50万 | 1.74% | 19,406 | 45 | 0.2% | $1.14万 | 加仓 |
| IVW | ISHARES TR | $497.90万 | 1.75% | 44,019 | 1,971 | 4.7% | $22.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $498.48万 | 1.76% | 17,358 | 78 | 0.5% | $2.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $606.04万 | 2.14% | 197,536 | 18,503 | 10.3% | $56.77万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $659.34万 | 2.32% | 129,435 | 13,265 | 11.4% | $67.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $689.96万 | 2.43% | 177,096 | -1,319 | -0.7% | -$5.14万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $696.10万 | 2.45% | 152,587 | 5,925 | 4.0% | $27.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $704.11万 | 2.48% | 47,543 | 2,005 | 4.4% | $29.69万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $752.22万 | 2.65% | 178,167 | 3,741 | 2.1% | $15.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $777.41万 | 2.74% | 36,149 | -673 | -1.8% | -$14.47万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $807.22万 | 2.84% | 159,183 | -12,489 | -7.3% | -$63.33万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $913.82万 | 3.22% | 115,279 | 414 | 0.4% | $3.28万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,043.74万 | 3.68% | 118,391 | 43 | 0.0% | $3,791 | 加仓 |
| DE | DEERE & CO | $1,601.99万 | 5.64% | 28,439 | -180 | -0.6% | -$10.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,611.91万 | 9.20% | 133,125 | 880 | 0.7% | $17.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,292.99万 | 11.60% | 75,391 | -364 | -0.5% | -$15.90万 | 减仓 |