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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $274.23万 | 0.62% | 23,339 | -8 | -0.0% | -$940 | 减仓 |
| IWN | ISHARES TR | $280.19万 | 0.63% | 12,667 | -166 | -1.3% | -$3.67万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $284.67万 | 0.64% | 46,829 | -1,670 | -3.4% | -$10.15万 | 减仓 |
| META | META PLATFORMS INC | $294.79万 | 0.66% | 5,233 | 318 | 6.5% | $17.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $298.84万 | 0.67% | 8,011 | 2,364 | 41.9% | $88.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $309.39万 | 0.70% | 2,680 | 1,120 | 71.8% | $129.30万 | 加仓 |
| IVLU | ISHARES TR | $331.35万 | 0.75% | 79,232 | -2,232 | -2.7% | -$9.33万 | 减仓 |
| IWS | ISHARES TR | $361.39万 | 0.81% | 21,955 | -1,410 | -6.0% | -$23.21万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $374.70万 | 0.84% | 106,965 | 24,471 | 29.7% | $85.72万 | 加仓 |
| EFV | ISHARES TR | $378.63万 | 0.85% | 49,462 | -1,104 | -2.2% | -$8.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $400.45万 | 0.90% | 103,236 | 5,445 | 5.6% | $21.12万 | 加仓 |
| TSLA | TESLA INC | $406.14万 | 0.92% | 9,656 | -51 | -0.5% | -$2.15万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $435.50万 | 0.98% | 85,761 | -9,814 | -10.3% | -$49.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $485.58万 | 1.09% | 9,704 | 242 | 2.6% | $12.11万 | 加仓 |
| AMZN | AMAZON COM INC | $489.82万 | 1.10% | 20,551 | 2,434 | 13.4% | $58.01万 | 加仓 |
| BILZ | PIMCO ETF TR | $496.95万 | 1.12% | 49,237 | 49,237 | — | $496.95万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $510.15万 | 1.15% | 47,987 | -2,775 | -5.5% | -$29.50万 | 减仓 |
| IWF | ISHARES TR | $525.90万 | 1.19% | 42,353 | -1,723 | -3.9% | -$21.39万 | 减仓 |
| IEMG | ISHARES INC | $551.12万 | 1.24% | 66,528 | -1,652 | -2.4% | -$13.69万 | 减仓 |
| IWO | ISHARES TR | $556.27万 | 1.25% | 14,120 | 162 | 1.2% | $6.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $577.67万 | 1.30% | 22,746 | 3,093 | 15.7% | $78.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $582.12万 | 1.31% | 29,093 | 2,765 | 10.5% | $55.33万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $631.21万 | 1.42% | 67,596 | 12,009 | 21.6% | $112.14万 | 加仓 |
| IWP | ISHARES TR | $701.25万 | 1.58% | 47,896 | 442 | 0.9% | $6.47万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $710.71万 | 1.60% | 131,564 | 30,314 | 29.9% | $163.76万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $719.41万 | 1.62% | 178,912 | 35,336 | 24.6% | $142.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $761.99万 | 1.72% | 10,336 | -2 | -0.0% | -$1,474 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $931.89万 | 2.10% | 235,682 | 8,376 | 3.7% | $33.12万 | 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 |
| — | DIMENSIONAL ETF TRUST | $1,083.23万 | 2.44% | 259,581 | 3,111 | 1.2% | $12.98万 | 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 | $1,167.94万 | 2.63% | 167,087 | 711 | 0.4% | $4.97万 | 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 |
| AAPL | APPLE INC | $1,294.87万 | 2.92% | 44,750 | 595 | 1.3% | $17.22万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,656.09万 | 3.73% | 129,574 | 3,284 | 2.6% | $41.97万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,504.62万 | 5.64% | 944,426 | 944,426 | — | $2,504.62万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,098.17万 | 9.24% | 1,112,424 | 796 | 0.1% | $2.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,901.02万 | 20.06% | 2,006,543 | 47,588 | 2.4% | $211.10万 | 加仓 |