VANCE WEALTH, LLC
SANTA CLARITA CA · SEC CIK 0001910854
$3.46亿2026Q1 申报市值
118持仓数
55.7%前十大占比 · 第一大 22.0%
5 / 3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
DIMENSIONAL ETF 加仓+$206.59万
DFIV 加仓+$161.01万
DUSB 加仓+$149.66万
DFAE 加仓+$148.29万
VONG 加仓+$112.41万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$65.72万
BITB 减仓-$61.10万
IWD 减仓-$46.82万
PYPL 清仓-$37.93万
IJJ 减仓-$30.67万
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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $438.02万 | 1.27% | 13,958 | 1,126 | 8.8% | $35.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $453.42万 | 1.31% | 9,462 | 909 | 10.6% | $43.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $459.18万 | 1.33% | 26,328 | 4,416 | 20.2% | $77.02万 | 加仓 |
| IWF | ISHARES TR | $469.83万 | 1.36% | 11,019 | 79 | 0.7% | $3.37万 | 加仓 |
| IEMG | ISHARES INC | $475.56万 | 1.37% | 68,180 | -2,011 | -2.9% | -$14.03万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $475.84万 | 1.37% | 50,762 | -2,248 | -4.2% | -$21.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $480.39万 | 1.39% | 19,653 | 259 | 1.3% | $6.33万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $484.66万 | 1.40% | 95,575 | 29,513 | 44.7% | $149.66万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $486.15万 | 1.40% | 143,576 | 43,796 | 43.9% | $148.29万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $491.72万 | 1.42% | 55,587 | 11,732 | 26.8% | $103.78万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $534.40万 | 1.54% | 101,250 | 30,506 | 43.1% | $161.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $596.69万 | 1.72% | 10,338 | -191 | -1.8% | -$11.02万 | 减仓 |
| IWP | ISHARES TR | $607.97万 | 1.76% | 47,454 | 1,324 | 2.9% | $16.96万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $795.25万 | 2.30% | 33,467 | 763 | 2.3% | $18.13万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $811.71万 | 2.34% | 227,306 | 28,939 | 14.6% | $103.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $942.78万 | 2.72% | 256,470 | 6,207 | 2.5% | $22.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,039.02万 | 3.00% | 166,376 | 2,530 | 1.5% | $15.80万 | 加仓 |
| AAPL | APPLE INC | $1,120.62万 | 3.24% | 44,155 | 2,228 | 5.3% | $56.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,204.69万 | 3.48% | 83,404 | 231 | 0.3% | $3.34万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,385.28万 | 4.00% | 126,290 | 10,248 | 8.8% | $112.41万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,776.20万 | 10.91% | 1,111,628 | -19,347 | -1.7% | -$65.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,612.50万 | 21.99% | 1,958,955 | 53,163 | 2.8% | $206.59万 | 加仓 |