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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $27.70万 | 0.08% | 1,520 | 1,520 | — | $27.70万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.63万 | 0.08% | 533 | 82 | 18.2% | $4.10万 | 加仓 |
| IBB | ISHARES TR | $26.21万 | 0.08% | 1,552 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $25.56万 | 0.07% | 2,899 | -292 | -9.2% | -$2.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.17万 | 0.07% | 832 | 35 | 4.4% | $1.06万 | 加仓 |
| MINT | PIMCO ETF TR | $24.98万 | 0.07% | 2,484 | 2,484 | — | $24.98万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $24.23万 | 0.07% | 1,449 | -973 | -40.2% | -$16.27万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $23.42万 | 0.07% | 1,138 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $22.81万 | 0.07% | 1,786 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.44万 | 0.06% | 3,502 | 3,502 | — | $22.44万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $22.18万 | 0.06% | 1,995 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $20.92万 | 0.06% | 585 | -6 | -1.0% | -$2,146 | 重新持有 |
| MDYV | SPDR SERIES TRUST | $20.68万 | 0.06% | 2,429 | -224 | -8.4% | -$1.91万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $20.35万 | 0.06% | 4,339 | -615 | -12.4% | -$2.88万 | 减仓 |
| KVUE | KENVUE INC | $17.43万 | 0.05% | 10,111 | 10,111 | — | $17.43万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.81万 | 0.03% | 21,195 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $9.58万 | 0.03% | 10,056 | 56 | 0.6% | $534 | 加仓 |
| — | SPORTS ENTMT GAMING GLOBAL | $474 | 0.00% | 38,461 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,496 | -100.0% | -$37.93万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,269 | -100.0% | -$23.28万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -677 | -100.0% | -$22.16万 | 清仓 |