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 |
|---|---|---|---|---|---|---|---|---|
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -7,728 | -100.0% | -$27.77万 | 清仓 |
| — | SPORTS ENTMT GAMING GLOBAL | $396 | 0.00% | 38,461 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $6.69万 | 0.02% | 10,000 | -56 | -0.6% | -$375 | 减仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $7.87万 | 0.02% | 10,000 | 10,000 | — | $7.87万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.58万 | 0.02% | 21,195 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $20.17万 | 0.05% | 2,127 | -302 | -12.4% | -$2.86万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $20.22万 | 0.05% | 4,976 | 4,976 | — | $20.22万 | 新建仓 |
| HD | HOME DEPOT INC | $20.32万 | 0.05% | 576 | 576 | — | $20.32万 | 新建仓 |
| KVUE | KENVUE INC | $20.42万 | 0.05% | 10,686 | 575 | 5.7% | $1.10万 | 加仓 |
| VIS | VANGUARD WORLD FD | $20.47万 | 0.05% | 568 | 568 | — | $20.47万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.61万 | 0.05% | 871 | -450 | -34.1% | -$10.65万 | 重新持有 |
| MRK | MERCK & CO INC | $21.33万 | 0.05% | 1,649 | 1,649 | — | $21.33万 | 新建仓 |
| MS | MORGAN STANLEY | $21.74万 | 0.05% | 1,040 | 1,040 | — | $21.74万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.89万 | 0.05% | 2,899 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $22.47万 | 0.05% | 4,339 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $22.51万 | 0.05% | 1,332 | -188 | -12.4% | -$3.18万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.35万 | 0.05% | 1,164 | 1,164 | — | $23.35万 | 新建仓 |
| IWM | ISHARES TR | $23.89万 | 0.05% | 795 | 795 | — | $23.89万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $24.00万 | 0.05% | 1,228 | -221 | -15.3% | -$4.32万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $25.00万 | 0.06% | 1,952 | -43 | -2.2% | -$5,507 | 减仓 |
| ISCF | ISHARES TR | $25.76万 | 0.06% | 5,951 | -4,185 | -41.3% | -$18.12万 | 减仓 |
| ETN | EATON CORP PLC | $25.95万 | 0.06% | 609 | 24 | 4.1% | $1.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.97万 | 0.06% | 3,785 | 283 | 8.1% | $2.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.77万 | 0.06% | 668 | 668 | — | $27.77万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $27.78万 | 0.06% | 435 | 435 | — | $27.78万 | 新建仓 |
| KLAC | KLA CORP | $27.79万 | 0.06% | 921 | 921 | — | $27.79万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $28.02万 | 0.06% | 1,138 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $28.26万 | 0.06% | 1,786 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.35万 | 0.06% | 2,430 | 2,430 | — | $28.35万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $29.12万 | 0.07% | 19,983 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.22万 | 0.07% | 2,158 | 110 | 5.4% | $1.49万 | 加仓 |
| IBB | ISHARES TR | $29.53万 | 0.07% | 1,552 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.88万 | 0.07% | 2,544 | 2,544 | — | $29.88万 | 新建仓 |
| SHOP | SHOPIFY INC | $31.04万 | 0.07% | 2,719 | 252 | 10.2% | $2.88万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $31.10万 | 0.07% | 6,139 | 218 | 3.7% | $1.10万 | 加仓 |
| COP | CONOCOPHILLIPS | $31.73万 | 0.07% | 3,052 | 136 | 4.7% | $1.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.13万 | 0.07% | 950 | 118 | 14.2% | $3.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $32.98万 | 0.07% | 642 | 109 | 20.5% | $5.60万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.64万 | 0.08% | 3,707 | 71 | 2.0% | $6,443 | 加仓 |
| O | REALTY INCOME CORP | $35.01万 | 0.08% | 5,626 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $36.30万 | 0.08% | 3,377 | 215 | 6.8% | $2.31万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $36.33万 | 0.08% | 1,155 | 1 | 0.1% | $315 | 加仓 |
| DE | DEERE & CO | $36.50万 | 0.08% | 574 | -50 | -8.0% | -$3.18万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $37.08万 | 0.08% | 9,953 | 1,085 | 12.2% | $4.04万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.10万 | 0.08% | 1,001 | -147 | -12.8% | -$5.45万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $37.97万 | 0.09% | 7,514 | 7,514 | — | $37.97万 | 新建仓 |
| GLD | SPDR GOLD TR | $38.09万 | 0.09% | 1,034 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $38.87万 | 0.09% | 4,989 | 429 | 9.4% | $3.34万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.80万 | 0.09% | 918 | 918 | — | $39.80万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.33万 | 0.10% | 5,054 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $42.66万 | 0.10% | 4,569 | -390 | -7.9% | -$3.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.31万 | 0.10% | 1,170 | 14 | 1.2% | $5,182 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $44.25万 | 0.10% | 3,547 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $44.69万 | 0.10% | 10,626 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $45.19万 | 0.10% | 4,350 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $45.73万 | 0.10% | 6,150 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $46.64万 | 0.11% | 1,787 | 543 | 43.6% | $14.17万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.02万 | 0.11% | 1,535 | -1,111 | -42.0% | -$34.03万 | 减仓 |
| WMT | WALMART INC | $49.35万 | 0.11% | 4,357 | 174 | 4.2% | $1.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $50.22万 | 0.11% | 1,685 | -122 | -6.8% | -$3.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $50.86万 | 0.11% | 703 | 703 | — | $50.86万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.97万 | 0.12% | 721 | -14 | -1.9% | -$1.05万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $54.82万 | 0.12% | 7,148 | 615 | 9.4% | $4.72万 | 加仓 |
| CAT | CATERPILLAR INC | $55.91万 | 0.13% | 525 | 116 | 28.4% | $12.35万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $56.13万 | 0.13% | 3,285 | 3,285 | — | $56.13万 | 新建仓 |
| DIS | DISNEY WALT CO | $57.59万 | 0.13% | 5,938 | 233 | 4.1% | $2.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $57.97万 | 0.13% | 3,497 | 171 | 5.1% | $2.83万 | 加仓 |
| NFLX | NETFLIX INC. | $59.11万 | 0.13% | 8,278 | -322 | -3.7% | -$2.30万 | 减仓 |
| CBRE | CBRE GROUP INC | $65.61万 | 0.15% | 4,871 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $68.19万 | 0.15% | 1,805 | 430 | 31.3% | $16.25万 | 加仓 |
| IWD | ISHARES TR | $69.75万 | 0.16% | 2,877 | -249 | -8.0% | -$6.04万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $73.57万 | 0.17% | 35,133 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $74.15万 | 0.17% | 22,274 | 2,296 | 11.5% | $7.64万 | 加仓 |
| V | VISA INC | $74.80万 | 0.17% | 2,180 | -15 | -0.7% | -$5,147 | 减仓 |
| VUG | VANGUARD INDEX FDS | $76.46万 | 0.17% | 8,876 | -544 | -5.8% | -$4.69万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $82.63万 | 0.19% | 10,084 | 1,264 | 14.3% | $10.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $84.61万 | 0.19% | 11,726 | 1,163 | 11.0% | $8.39万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $94.99万 | 0.21% | 7,974 | -172 | -2.1% | -$2.05万 | 减仓 |
| LLY | ELI LILLY & CO | $95.45万 | 0.22% | 796 | 172 | 27.6% | $20.63万 | 加仓 |
| BAC | BANK OF AMER CORP | $96.38万 | 0.22% | 16,915 | -4,835 | -22.2% | -$27.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $96.70万 | 0.22% | 12,249 | -6,604 | -35.0% | -$52.14万 | 减仓 |
| EQIX | EQUINIX INC | $104.66万 | 0.24% | 1,004 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $112.62万 | 0.25% | 8,237 | 440 | 5.6% | $6.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.01万 | 0.26% | 1,219 | -183 | -13.1% | -$17.12万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $115.09万 | 0.26% | 36,124 | 933 | 2.7% | $2.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $115.12万 | 0.26% | 11,931 | -384 | -3.1% | -$3.71万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $119.60万 | 0.27% | 4,157 | -52 | -1.2% | -$1.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $124.36万 | 0.28% | 3,799 | 518 | 15.8% | $16.96万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.34% | 2 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $155.28万 | 0.35% | 10,064 | -128 | -1.3% | -$1.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $172.03万 | 0.39% | 2,961 | 155 | 5.5% | $9.01万 | 加仓 |
| IJJ | ISHARES TR | $185.79万 | 0.42% | 12,576 | -1,855 | -12.9% | -$27.40万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $189.82万 | 0.43% | 7,812 | -545 | -6.5% | -$13.24万 | 减仓 |
| GOOGL | ALPHABET INC | $215.20万 | 0.49% | 6,022 | 702 | 13.2% | $25.09万 | 加仓 |
| SCZ | ISHARES TR | $233.51万 | 0.53% | 28,383 | -1,038 | -3.5% | -$8.54万 | 减仓 |
| GOOG | ALPHABET INC | $236.93万 | 0.53% | 6,706 | 368 | 5.8% | $13.00万 | 加仓 |
| EFG | ISHARES TR | $240.90万 | 0.54% | 19,362 | -1,250 | -6.1% | -$15.55万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $258.63万 | 0.58% | 76,270 | 2,635 | 3.6% | $8.94万 | 加仓 |
| EEM | ISHARES TR | $265.03万 | 0.60% | 38,742 | -1,068 | -2.7% | -$7.31万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $266.14万 | 0.60% | 22,367 | -124 | -0.6% | -$1.48万 | 减仓 |