WEALTHSPAN PARTNERS, LLC
DAVENPORT IA · SEC CIK 0001909805
$3.17亿2026Q2 申报市值
129持仓数
45.7%前十大占比 · 第一大 12.3%
9 / 4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
VUSB 加仓+$423.48万
STIP 加仓+$130.94万
FNDF 加仓+$66.31万
DUSB 加仓+$62.25万
FELV 新建仓+$46.48万
2026Q2 卖出最多 按季末市值估算
DFCF 减仓-$143.62万
VIG 减仓-$39.04万
VCSH 减仓-$29.81万
KMI 清仓-$25.21万
EVSM 减仓-$24.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $202.61万 | 0.64% | 37,892 | -824 | -2.1% | -$4.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $213.79万 | 0.67% | 2,903 | -26 | -0.9% | -$1.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $218.86万 | 0.69% | 9,007 | 8 | 0.1% | $1,944 | 加仓 |
| LLY | ELI LILLY & CO | $254.30万 | 0.80% | 2,120 | 9 | 0.4% | $1.08万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $269.12万 | 0.85% | 53,492 | -4,904 | -8.4% | -$24.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $288.56万 | 0.91% | 9,520 | 98 | 1.0% | $2.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $393.32万 | 1.24% | 88,666 | 5,978 | 7.2% | $26.52万 | 加仓 |
| IWD | ISHARES TR | $437.54万 | 1.38% | 18,048 | -514 | -2.8% | -$12.46万 | 减仓 |
| CAT | CATERPILLAR INC | $445.56万 | 1.40% | 4,184 | -22 | -0.5% | -$2.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $447.20万 | 1.41% | 11,989 | -139 | -1.1% | -$5.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $452.13万 | 1.43% | 63,458 | 1,565 | 2.5% | $11.15万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $482.80万 | 1.52% | 85,481 | 4,827 | 6.0% | $27.26万 | 加仓 |
| STIP | ISHARES TR | $504.99万 | 1.59% | 49,432 | 12,817 | 35.0% | $130.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $538.99万 | 1.70% | 65,459 | 5,087 | 8.4% | $41.89万 | 加仓 |
| IWM | ISHARES TR | $550.36万 | 1.73% | 18,318 | 152 | 0.8% | $4.57万 | 加仓 |
| AAPL | APPLE INC | $558.77万 | 1.76% | 19,311 | -95 | -0.5% | -$2.75万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $574.20万 | 1.81% | 108,833 | 12,569 | 13.1% | $66.31万 | 加仓 |
| IVW | ISHARES TR | $596.23万 | 1.88% | 43,353 | -666 | -1.5% | -$9.16万 | 减仓 |
| VO | VANGUARD INDEX FDS | $597.47万 | 1.88% | 74,155 | 4,723 | 6.8% | $38.05万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $608.42万 | 1.92% | 144,142 | -34,025 | -19.1% | -$143.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $639.77万 | 2.02% | 201,757 | 4,221 | 2.1% | $13.38万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $664.94万 | 2.10% | 130,753 | 1,318 | 1.0% | $6.70万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $724.98万 | 2.28% | 175,753 | -1,343 | -0.8% | -$5.54万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $725.88万 | 2.29% | 159,569 | 6,982 | 4.6% | $31.76万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $770.69万 | 2.43% | 48,769 | 1,226 | 2.6% | $19.37万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $816.32万 | 2.57% | 34,499 | -1,650 | -4.6% | -$39.04万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $870.58万 | 2.74% | 171,441 | 12,258 | 7.7% | $62.25万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $881.24万 | 2.78% | 111,507 | -3,772 | -3.3% | -$29.81万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $881.56万 | 2.78% | 177,091 | 85,070 | 92.4% | $423.48万 | 加仓 |
| IAU | ISHARES GOLD TR | $892.58万 | 2.81% | 118,207 | -184 | -0.2% | -$1.39万 | 减仓 |
| DE | DEERE & CO | $1,803.59万 | 5.68% | 28,433 | -6 | -0.0% | -$3,806 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,943.31万 | 9.28% | 135,058 | 1,933 | 1.5% | $42.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,916.12万 | 12.34% | 454,623 | 2,277 | 0.5% | $19.61万 | 加仓 |