VANCE WEALTH, LLC
SANTA CLARITA CA · SEC CIK 0001910854
$4.44亿2026Q2 申报市值
137持仓数
54.2%前十大占比 · 第一大 20.1%
19 / 1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
PYLD 新建仓+$2,504.62万
MINT 加仓+$1,180.31万
BILZ 新建仓+$496.95万
DIMENSIONAL ETF 加仓+$211.10万
DFIV 加仓+$163.76万
2026Q2 卖出最多 按季末市值估算
PG 减仓-$100.27万
MDT 减仓-$52.14万
DUSB 减仓-$49.84万
VOT 减仓-$34.03万
VONV 减仓-$29.50万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,901.02万 | 20.06% | 2,006,543 | 47,588 | 2.4% | $211.10万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,098.17万 | 9.24% | 1,112,424 | 796 | 0.1% | $2.93万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,504.62万 | 5.64% | 944,426 | 944,426 | — | $2,504.62万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,656.09万 | 3.73% | 129,574 | 3,284 | 2.6% | $41.97万 | 加仓 |
| AAPL | APPLE INC | $1,294.87万 | 2.92% | 44,750 | 595 | 1.3% | $17.22万 | 加仓 |
| MINT | PIMCO ETF TR | $1,205.35万 | 2.72% | 119,567 | 117,083 | 4,713.5% | $1,180.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,167.94万 | 2.63% | 167,087 | 711 | 0.4% | $4.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,122.77万 | 2.53% | 76,566 | -6,838 | -8.2% | -$100.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,083.23万 | 2.44% | 259,581 | 3,111 | 1.2% | $12.98万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,015.23万 | 2.29% | 33,509 | 42 | 0.1% | $1.27万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $931.89万 | 2.10% | 235,682 | 8,376 | 3.7% | $33.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $761.99万 | 1.72% | 10,336 | -2 | -0.0% | -$1,474 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $719.41万 | 1.62% | 178,912 | 35,336 | 24.6% | $142.09万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $710.71万 | 1.60% | 131,564 | 30,314 | 29.9% | $163.76万 | 加仓 |
| IWP | ISHARES TR | $701.25万 | 1.58% | 47,896 | 442 | 0.9% | $6.47万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $631.21万 | 1.42% | 67,596 | 12,009 | 21.6% | $112.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $582.12万 | 1.31% | 29,093 | 2,765 | 10.5% | $55.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $577.67万 | 1.30% | 22,746 | 3,093 | 15.7% | $78.55万 | 加仓 |
| IWO | ISHARES TR | $556.27万 | 1.25% | 14,120 | 162 | 1.2% | $6.38万 | 加仓 |
| IEMG | ISHARES INC | $551.12万 | 1.24% | 66,528 | -1,652 | -2.4% | -$13.69万 | 减仓 |
| IWF | ISHARES TR | $525.90万 | 1.19% | 42,353 | -1,723 | -3.9% | -$21.39万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $510.15万 | 1.15% | 47,987 | -2,775 | -5.5% | -$29.50万 | 减仓 |
| BILZ | PIMCO ETF TR | $496.95万 | 1.12% | 49,237 | 49,237 | — | $496.95万 | 新建仓 |
| AMZN | AMAZON COM INC | $489.82万 | 1.10% | 20,551 | 2,434 | 13.4% | $58.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $485.58万 | 1.09% | 9,704 | 242 | 2.6% | $12.11万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $435.50万 | 0.98% | 85,761 | -9,814 | -10.3% | -$49.84万 | 减仓 |
| TSLA | TESLA INC | $406.14万 | 0.92% | 9,656 | -51 | -0.5% | -$2.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $400.45万 | 0.90% | 103,236 | 5,445 | 5.6% | $21.12万 | 加仓 |
| EFV | ISHARES TR | $378.63万 | 0.85% | 49,462 | -1,104 | -2.2% | -$8.45万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $374.70万 | 0.84% | 106,965 | 24,471 | 29.7% | $85.72万 | 加仓 |
| IWS | ISHARES TR | $361.39万 | 0.81% | 21,955 | -1,410 | -6.0% | -$23.21万 | 减仓 |
| IVLU | ISHARES TR | $331.35万 | 0.75% | 79,232 | -2,232 | -2.7% | -$9.33万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $309.39万 | 0.70% | 2,680 | 1,120 | 71.8% | $129.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $298.84万 | 0.67% | 8,011 | 2,364 | 41.9% | $88.19万 | 加仓 |
| META | META PLATFORMS INC | $294.79万 | 0.66% | 5,233 | 318 | 6.5% | $17.91万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $284.67万 | 0.64% | 46,829 | -1,670 | -3.4% | -$10.15万 | 减仓 |
| IWN | ISHARES TR | $280.19万 | 0.63% | 12,667 | -166 | -1.3% | -$3.67万 | 减仓 |
| IJK | ISHARES TR | $274.23万 | 0.62% | 23,339 | -8 | -0.0% | -$940 | 减仓 |
| SPYG | SPDR SERIES TRUST | $266.14万 | 0.60% | 22,367 | -124 | -0.6% | -$1.48万 | 减仓 |
| EEM | ISHARES TR | $265.03万 | 0.60% | 38,742 | -1,068 | -2.7% | -$7.31万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $258.63万 | 0.58% | 76,270 | 2,635 | 3.6% | $8.94万 | 加仓 |
| EFG | ISHARES TR | $240.90万 | 0.54% | 19,362 | -1,250 | -6.1% | -$15.55万 | 减仓 |
| GOOG | ALPHABET INC | $236.93万 | 0.53% | 6,706 | 368 | 5.8% | $13.00万 | 加仓 |
| SCZ | ISHARES TR | $233.51万 | 0.53% | 28,383 | -1,038 | -3.5% | -$8.54万 | 减仓 |
| GOOGL | ALPHABET INC | $215.20万 | 0.49% | 6,022 | 702 | 13.2% | $25.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $189.82万 | 0.43% | 7,812 | -545 | -6.5% | -$13.24万 | 减仓 |
| IJJ | ISHARES TR | $185.79万 | 0.42% | 12,576 | -1,855 | -12.9% | -$27.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $172.03万 | 0.39% | 2,961 | 155 | 5.5% | $9.01万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $155.28万 | 0.35% | 10,064 | -128 | -1.3% | -$1.97万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.34% | 2 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $124.36万 | 0.28% | 3,799 | 518 | 15.8% | $16.96万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $119.60万 | 0.27% | 4,157 | -52 | -1.2% | -$1.50万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $115.12万 | 0.26% | 11,931 | -384 | -3.1% | -$3.71万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $115.09万 | 0.26% | 36,124 | 933 | 2.7% | $2.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.01万 | 0.26% | 1,219 | -183 | -13.1% | -$17.12万 | 减仓 |
| — | EXXON MOBIL CORP | $112.62万 | 0.25% | 8,237 | 440 | 5.6% | $6.02万 | 加仓 |
| EQIX | EQUINIX INC | $104.66万 | 0.24% | 1,004 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $96.70万 | 0.22% | 12,249 | -6,604 | -35.0% | -$52.14万 | 减仓 |
| BAC | BANK OF AMER CORP | $96.38万 | 0.22% | 16,915 | -4,835 | -22.2% | -$27.55万 | 减仓 |
| LLY | ELI LILLY & CO | $95.45万 | 0.22% | 796 | 172 | 27.6% | $20.63万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $94.99万 | 0.21% | 7,974 | -172 | -2.1% | -$2.05万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $84.61万 | 0.19% | 11,726 | 1,163 | 11.0% | $8.39万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $82.63万 | 0.19% | 10,084 | 1,264 | 14.3% | $10.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $76.46万 | 0.17% | 8,876 | -544 | -5.8% | -$4.69万 | 减仓 |
| V | VISA INC | $74.80万 | 0.17% | 2,180 | -15 | -0.7% | -$5,147 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $74.15万 | 0.17% | 22,274 | 2,296 | 11.5% | $7.64万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $73.57万 | 0.17% | 35,133 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $69.75万 | 0.16% | 2,877 | -249 | -8.0% | -$6.04万 | 减仓 |
| AVGO | BROADCOM INC | $68.19万 | 0.15% | 1,805 | 430 | 31.3% | $16.25万 | 加仓 |
| CBRE | CBRE GROUP INC | $65.61万 | 0.15% | 4,871 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $59.11万 | 0.13% | 8,278 | -322 | -3.7% | -$2.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.97万 | 0.13% | 3,497 | 171 | 5.1% | $2.83万 | 加仓 |
| DIS | DISNEY WALT CO | $57.59万 | 0.13% | 5,938 | 233 | 4.1% | $2.26万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $56.13万 | 0.13% | 3,285 | 3,285 | — | $56.13万 | 新建仓 |
| CAT | CATERPILLAR INC | $55.91万 | 0.13% | 525 | 116 | 28.4% | $12.35万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $54.82万 | 0.12% | 7,148 | 615 | 9.4% | $4.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.97万 | 0.12% | 721 | -14 | -1.9% | -$1.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $50.86万 | 0.11% | 703 | 703 | — | $50.86万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $50.22万 | 0.11% | 1,685 | -122 | -6.8% | -$3.64万 | 减仓 |
| WMT | WALMART INC | $49.35万 | 0.11% | 4,357 | 174 | 4.2% | $1.97万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.02万 | 0.11% | 1,535 | -1,111 | -42.0% | -$34.03万 | 减仓 |
| INTU | INTUIT | $46.64万 | 0.11% | 1,787 | 543 | 43.6% | $14.17万 | 加仓 |
| DOL | WISDOMTREE TR | $45.73万 | 0.10% | 6,150 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $45.19万 | 0.10% | 4,350 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $44.69万 | 0.10% | 10,626 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $44.25万 | 0.10% | 3,547 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $43.31万 | 0.10% | 1,170 | 14 | 1.2% | $5,182 | 加仓 |
| SRE | SEMPRA | $42.66万 | 0.10% | 4,569 | -390 | -7.9% | -$3.64万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.33万 | 0.10% | 5,054 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $39.80万 | 0.09% | 918 | 918 | — | $39.80万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $38.87万 | 0.09% | 4,989 | 429 | 9.4% | $3.34万 | 加仓 |
| GLD | SPDR GOLD TR | $38.09万 | 0.09% | 1,034 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $37.97万 | 0.09% | 7,514 | 7,514 | — | $37.97万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $37.10万 | 0.08% | 1,001 | -147 | -12.8% | -$5.45万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $37.08万 | 0.08% | 9,953 | 1,085 | 12.2% | $4.04万 | 加仓 |
| DE | DEERE & CO | $36.50万 | 0.08% | 574 | -50 | -8.0% | -$3.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $36.33万 | 0.08% | 1,155 | 1 | 0.1% | $315 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $36.30万 | 0.08% | 3,377 | 215 | 6.8% | $2.31万 | 加仓 |
| O | REALTY INCOME CORP | $35.01万 | 0.08% | 5,626 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $33.64万 | 0.08% | 3,707 | 71 | 2.0% | $6,443 | 加仓 |