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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $3,292.99万 | 11.60% | 75,391 | -364 | -0.5% | -$15.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,611.91万 | 9.20% | 133,125 | 880 | 0.7% | $17.27万 | 加仓 |
| DE | DEERE & CO | $1,601.99万 | 5.64% | 28,439 | -180 | -0.6% | -$10.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,043.74万 | 3.68% | 118,391 | 43 | 0.0% | $3,791 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $913.82万 | 3.22% | 115,279 | 414 | 0.4% | $3.28万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $807.22万 | 2.84% | 159,183 | -12,489 | -7.3% | -$63.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $777.41万 | 2.74% | 36,149 | -673 | -1.8% | -$14.47万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $752.22万 | 2.65% | 178,167 | 3,741 | 2.1% | $15.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $704.11万 | 2.48% | 47,543 | 2,005 | 4.4% | $29.69万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $696.10万 | 2.45% | 152,587 | 5,925 | 4.0% | $27.03万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $689.96万 | 2.43% | 177,096 | -1,319 | -0.7% | -$5.14万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $659.34万 | 2.32% | 129,435 | 13,265 | 11.4% | $67.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $606.04万 | 2.14% | 197,536 | 18,503 | 10.3% | $56.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $498.48万 | 1.76% | 17,358 | 78 | 0.5% | $2.24万 | 加仓 |
| IVW | ISHARES TR | $497.90万 | 1.75% | 44,019 | 1,971 | 4.7% | $22.29万 | 加仓 |
| AAPL | APPLE INC | $492.50万 | 1.74% | 19,406 | 45 | 0.2% | $1.14万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $471.02万 | 1.66% | 96,264 | 3,704 | 4.0% | $18.12万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $458.13万 | 1.61% | 92,021 | 92,021 | — | $458.13万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $457.15万 | 1.61% | 80,654 | 3,665 | 4.8% | $20.77万 | 加仓 |
| IWM | ISHARES TR | $450.51万 | 1.59% | 18,166 | 544 | 3.1% | $13.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $448.95万 | 1.58% | 12,128 | 25 | 0.2% | $9,255 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $429.43万 | 1.51% | 60,372 | -329 | -0.5% | -$2.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $396.61万 | 1.40% | 61,893 | 1,304 | 2.2% | $8.36万 | 加仓 |
| IWD | ISHARES TR | $396.61万 | 1.40% | 18,562 | -213 | -1.1% | -$4.55万 | 减仓 |
| STIP | ISHARES TR | $378.70万 | 1.33% | 36,615 | 6,855 | 23.0% | $70.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $321.32万 | 1.13% | 82,688 | -205 | -0.2% | -$7,966 | 减仓 |
| CAT | CATERPILLAR INC | $297.96万 | 1.05% | 4,206 | 3 | 0.1% | $2,125 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $293.09万 | 1.03% | 58,396 | 6,933 | 13.5% | $34.80万 | 加仓 |
| SLV | ISHARES SILVER TR | $263.81万 | 0.93% | 38,716 | 472 | 1.2% | $3.22万 | 加仓 |
| VB | VANGUARD INDEX FDS | $246.78万 | 0.87% | 9,422 | 295 | 3.2% | $7.73万 | 加仓 |
| WMT | WALMART INC | $217.44万 | 0.77% | 17,496 | 5 | 0.0% | $621 | 加仓 |
| MCD | MCDONALDS CORP | $216.10万 | 0.76% | 6,953 | 2 | 0.0% | $622 | 加仓 |
| VBR | VANGUARD INDEX FDS | $195.50万 | 0.69% | 8,999 | -2 | -0.0% | -$435 | 减仓 |
| LLY | ELI LILLY & CO | $194.18万 | 0.68% | 2,111 | 1 | 0.0% | $920 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $189.32万 | 0.67% | 3,951 | 43 | 1.1% | $2.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $169.07万 | 0.60% | 2,929 | -72 | -2.4% | -$4.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $169.05万 | 0.60% | 9,693 | 40 | 0.4% | $6,976 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $152.26万 | 0.54% | 30,258 | 1,729 | 6.1% | $8.70万 | 加仓 |
| CSX | CSX CORP | $149.41万 | 0.53% | 36,397 | 127 | 0.4% | $5,213 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $144.38万 | 0.51% | 40,637 | 262 | 0.6% | $9,309 | 加仓 |
| MLPX | GLOBAL X FDS | $144.16万 | 0.51% | 19,497 | 964 | 5.2% | $7.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $142.02万 | 0.50% | 2,184 | 53 | 2.5% | $3.45万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $131.06万 | 0.46% | 27,575 | 2,500 | 10.0% | $11.88万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $120.17万 | 0.42% | 37,295 | -98 | -0.3% | -$3,158 | 减仓 |
| IJH | ISHARES TR | $116.71万 | 0.41% | 17,283 | -1,010 | -5.5% | -$6.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $107.98万 | 0.38% | 8,180 | -784 | -8.7% | -$10.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $107.39万 | 0.38% | 4,393 | 1 | 0.0% | $244 | 加仓 |
| GLD | SPDR GOLD TR | $105.98万 | 0.37% | 2,463 | 38 | 1.6% | $1.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $104.74万 | 0.37% | 16,772 | 452 | 2.8% | $2.82万 | 加仓 |
| VHT | VANGUARD WORLD FD | $102.33万 | 0.36% | 3,758 | -18 | -0.5% | -$4,901 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.31万 | 0.36% | 35,123 | 2,840 | 8.8% | $8.27万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.38万 | 0.35% | 18,079 | 1,246 | 7.4% | $6.92万 | 加仓 |
| COPX | GLOBAL X FDS | $99.41万 | 0.35% | 13,021 | 1,232 | 10.5% | $9.41万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $93.35万 | 0.33% | 5,707 | 1,379 | 31.9% | $22.56万 | 加仓 |
| — | EXXON MOBIL CORP | $92.23万 | 0.32% | 5,436 | -463 | -7.8% | -$7.86万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $90.89万 | 0.32% | 17,220 | -114 | -0.7% | -$6,017 | 减仓 |
| WFC | WELLS FARGO & CO | $87.76万 | 0.31% | 11,024 | -288 | -2.5% | -$2.29万 | 减仓 |
| AMZN | AMAZON COM INC | $86.45万 | 0.30% | 4,151 | 63 | 1.5% | $1.31万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.83万 | 0.30% | 12,104 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $83.01万 | 0.29% | 22,581 | -803 | -3.4% | -$2.95万 | 减仓 |
| TRGP | TARGA RES CORP | $77.17万 | 0.27% | 3,078 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $73.38万 | 0.26% | 3,374 | 1 | 0.0% | $217 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.64万 | 0.26% | 13,440 | 729 | 5.7% | $3.94万 | 加仓 |
| GOOGL | ALPHABET INC | $72.42万 | 0.26% | 2,518 | 39 | 1.6% | $1.12万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $72.05万 | 0.25% | 14,955 | -5,139 | -25.6% | -$24.76万 | 减仓 |
| BCD | ABRDN ETFS | $71.64万 | 0.25% | 20,021 | 1,571 | 8.5% | $5.62万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $71.28万 | 0.25% | 21,169 | 109 | 0.5% | $3,670 | 加仓 |
| IVV | ISHARES TR | $66.56万 | 0.23% | 1,019 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $65.95万 | 0.23% | 2,862 | 1 | 0.0% | $230 | 加仓 |
| NEE | NEXTERA ENERGY INC | $62.20万 | 0.22% | 6,697 | -61 | -0.9% | -$5,666 | 减仓 |
| OKE | ONEOK INC NEW | $61.36万 | 0.22% | 6,788 | 26 | 0.4% | $2,350 | 加仓 |
| ORCL | ORACLE CORP | $56.49万 | 0.20% | 3,840 | 1,761 | 84.7% | $25.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.33万 | 0.20% | 1,915 | -49 | -2.5% | -$1.44万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $54.49万 | 0.19% | 800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $53.00万 | 0.19% | 1,611 | -20 | -1.2% | -$6,580 | 减仓 |
| ICSH | ISHARES TR | $51.82万 | 0.18% | 10,236 | -2 | -0.0% | -$101 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $51.31万 | 0.18% | 7,674 | 1 | 0.0% | $67 | 加仓 |
| HNI | HNI CORP | $50.28万 | 0.18% | 15,059 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.92万 | 0.17% | 1,316 | 20 | 1.5% | $7,435 | 加仓 |
| ROL | ROLLINS INC | $48.44万 | 0.17% | 9,070 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $47.67万 | 0.17% | 1,122 | 106 | 10.4% | $4.50万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $46.76万 | 0.16% | 29,447 | 10,546 | 55.8% | $16.75万 | 加仓 |
| SLB | SLB LIMITED | $45.75万 | 0.16% | 8,902 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $42.68万 | 0.15% | 1,659 | -101 | -5.7% | -$2.60万 | 减仓 |
| NLR | VANECK ETF TRUST | $41.72万 | 0.15% | 3,132 | -103 | -3.2% | -$1.37万 | 减仓 |
| PAVE | GLOBAL X FDS | $40.54万 | 0.14% | 7,978 | 194 | 2.5% | $9,857 | 加仓 |
| BP | BP PLC | $40.14万 | 0.14% | 8,539 | 43 | 0.5% | $2,021 | 加仓 |
| SO | SOUTHERN CO | $39.76万 | 0.14% | 4,119 | 2 | 0.0% | $193 | 加仓 |
| VBK | VANGUARD INDEX FDS | $38.02万 | 0.13% | 1,258 | 78 | 6.6% | $2.36万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $37.87万 | 0.13% | 11,184 | 1,281 | 12.9% | $4.34万 | 加仓 |
| BAC | BANK AMERICA CORP | $35.98万 | 0.13% | 7,381 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $35.53万 | 0.13% | 767 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $35.37万 | 0.12% | 39,130 | 630 | 1.6% | $5,695 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.99万 | 0.12% | 28,378 | 6,571 | 30.1% | $8.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.14万 | 0.12% | 1,678 | 110 | 7.0% | $2.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.89万 | 0.12% | 340 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $33.86万 | 0.12% | 1,161 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $31.28万 | 0.11% | 3,059 | -302 | -9.0% | -$3.09万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $30.60万 | 0.11% | 10,031 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.48万 | 0.11% | 12,887 | -209 | -1.6% | -$4,943 | 减仓 |