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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $32.98万 | 0.07% | 642 | 109 | 20.5% | $5.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.13万 | 0.07% | 950 | 118 | 14.2% | $3.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $31.73万 | 0.07% | 3,052 | 136 | 4.7% | $1.41万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $31.10万 | 0.07% | 6,139 | 218 | 3.7% | $1.10万 | 加仓 |
| SHOP | SHOPIFY INC | $31.04万 | 0.07% | 2,719 | 252 | 10.2% | $2.88万 | 加仓 |
| CSCO | CISCO SYS INC | $29.88万 | 0.07% | 2,544 | 2,544 | — | $29.88万 | 新建仓 |
| IBB | ISHARES TR | $29.53万 | 0.07% | 1,552 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.22万 | 0.07% | 2,158 | 110 | 5.4% | $1.49万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $29.12万 | 0.07% | 19,983 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.35万 | 0.06% | 2,430 | 2,430 | — | $28.35万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $28.26万 | 0.06% | 1,786 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $28.02万 | 0.06% | 1,138 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.79万 | 0.06% | 921 | 921 | — | $27.79万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $27.78万 | 0.06% | 435 | 435 | — | $27.78万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.77万 | 0.06% | 668 | 668 | — | $27.77万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.97万 | 0.06% | 3,785 | 283 | 8.1% | $2.02万 | 加仓 |
| ETN | EATON CORP PLC | $25.95万 | 0.06% | 609 | 24 | 4.1% | $1.02万 | 加仓 |
| ISCF | ISHARES TR | $25.76万 | 0.06% | 5,951 | -4,185 | -41.3% | -$18.12万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $25.00万 | 0.06% | 1,952 | -43 | -2.2% | -$5,507 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $24.00万 | 0.05% | 1,228 | -221 | -15.3% | -$4.32万 | 减仓 |
| IWM | ISHARES TR | $23.89万 | 0.05% | 795 | 795 | — | $23.89万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $23.35万 | 0.05% | 1,164 | 1,164 | — | $23.35万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.51万 | 0.05% | 1,332 | -188 | -12.4% | -$3.18万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $22.47万 | 0.05% | 4,339 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $21.89万 | 0.05% | 2,899 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.74万 | 0.05% | 1,040 | 1,040 | — | $21.74万 | 新建仓 |
| MRK | MERCK & CO INC | $21.33万 | 0.05% | 1,649 | 1,649 | — | $21.33万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.61万 | 0.05% | 871 | -450 | -34.1% | -$10.65万 | 重新持有 |
| VIS | VANGUARD WORLD FD | $20.47万 | 0.05% | 568 | 568 | — | $20.47万 | 新建仓 |
| KVUE | KENVUE INC | $20.42万 | 0.05% | 10,686 | 575 | 5.7% | $1.10万 | 加仓 |
| HD | HOME DEPOT INC | $20.32万 | 0.05% | 576 | 576 | — | $20.32万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $20.22万 | 0.05% | 4,976 | 4,976 | — | $20.22万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $20.17万 | 0.05% | 2,127 | -302 | -12.4% | -$2.86万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.58万 | 0.02% | 21,195 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $7.87万 | 0.02% | 10,000 | 10,000 | — | $7.87万 | 新建仓 |
| LCID | LUCID GROUP INC | $6.69万 | 0.02% | 10,000 | -56 | -0.6% | -$375 | 减仓 |
| — | SPORTS ENTMT GAMING GLOBAL | $396 | 0.00% | 38,461 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -7,728 | -100.0% | -$27.77万 | 清仓 |