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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $7,612.50万 | 21.99% | 1,958,955 | 53,163 | 2.8% | $206.59万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,776.20万 | 10.91% | 1,111,628 | -19,347 | -1.7% | -$65.72万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,385.28万 | 4.00% | 126,290 | 10,248 | 8.8% | $112.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,204.69万 | 3.48% | 83,404 | 231 | 0.3% | $3.34万 | 加仓 |
| AAPL | APPLE INC | $1,120.62万 | 3.24% | 44,155 | 2,228 | 5.3% | $56.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,039.02万 | 3.00% | 166,376 | 2,530 | 1.5% | $15.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $942.78万 | 2.72% | 256,470 | 6,207 | 2.5% | $22.82万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $811.71万 | 2.34% | 227,306 | 28,939 | 14.6% | $103.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $795.25万 | 2.30% | 33,467 | 763 | 2.3% | $18.13万 | 加仓 |
| IWP | ISHARES TR | $607.97万 | 1.76% | 47,454 | 1,324 | 2.9% | $16.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $596.69万 | 1.72% | 10,338 | -191 | -1.8% | -$11.02万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $534.40万 | 1.54% | 101,250 | 30,506 | 43.1% | $161.01万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $491.72万 | 1.42% | 55,587 | 11,732 | 26.8% | $103.78万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $486.15万 | 1.40% | 143,576 | 43,796 | 43.9% | $148.29万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $484.66万 | 1.40% | 95,575 | 29,513 | 44.7% | $149.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $480.39万 | 1.39% | 19,653 | 259 | 1.3% | $6.33万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $475.84万 | 1.37% | 50,762 | -2,248 | -4.2% | -$21.07万 | 减仓 |
| IEMG | ISHARES INC | $475.56万 | 1.37% | 68,180 | -2,011 | -2.9% | -$14.03万 | 减仓 |
| IWF | ISHARES TR | $469.83万 | 1.36% | 11,019 | 79 | 0.7% | $3.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $459.18万 | 1.33% | 26,328 | 4,416 | 20.2% | $77.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $453.42万 | 1.31% | 9,462 | 909 | 10.6% | $43.56万 | 加仓 |
| IWO | ISHARES TR | $438.02万 | 1.27% | 13,958 | 1,126 | 8.8% | $35.34万 | 加仓 |
| AMZN | AMAZON COM INC | $377.32万 | 1.09% | 18,117 | 3,097 | 20.6% | $64.50万 | 加仓 |
| EFV | ISHARES TR | $375.96万 | 1.09% | 50,566 | -2,065 | -3.9% | -$15.35万 | 减仓 |
| TSLA | TESLA INC | $360.84万 | 1.04% | 9,707 | 460 | 5.0% | $17.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $342.66万 | 0.99% | 97,791 | 11,085 | 12.8% | $38.84万 | 加仓 |
| IWS | ISHARES TR | $340.51万 | 0.98% | 23,365 | -606 | -2.5% | -$8.83万 | 减仓 |
| IVLU | ISHARES TR | $323.25万 | 0.93% | 81,464 | -3,876 | -4.5% | -$15.38万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $288.58万 | 0.83% | 73,635 | 23,915 | 48.1% | $93.72万 | 加仓 |
| META | META PLATFORMS INC | $281.17万 | 0.81% | 4,915 | 1,271 | 34.9% | $72.71万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $277.76万 | 0.80% | 82,494 | 22,458 | 37.4% | $75.62万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $274.41万 | 0.79% | 48,499 | -644 | -1.3% | -$3.64万 | 减仓 |
| IWN | ISHARES TR | $243.30万 | 0.70% | 12,833 | -400 | -3.0% | -$7.58万 | 减仓 |
| IJK | ISHARES TR | $234.92万 | 0.68% | 23,347 | -2,401 | -9.3% | -$24.16万 | 减仓 |
| SCZ | ISHARES TR | $230.69万 | 0.67% | 29,421 | -1,137 | -3.7% | -$8.92万 | 减仓 |
| EFG | ISHARES TR | $229.55万 | 0.66% | 20,612 | -565 | -2.7% | -$6.29万 | 减仓 |
| EEM | ISHARES TR | $226.08万 | 0.65% | 39,810 | -1,644 | -4.0% | -$9.34万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $220.21万 | 0.64% | 22,491 | -771 | -3.3% | -$7.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $209.03万 | 0.60% | 5,647 | 467 | 9.0% | $17.29万 | 加仓 |
| IJJ | ISHARES TR | $191.21万 | 0.55% | 14,431 | -2,315 | -13.8% | -$30.67万 | 减仓 |
| GOOG | ALPHABET INC | $181.82万 | 0.53% | 6,338 | -43 | -0.7% | -$1.23万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $181.56万 | 0.52% | 8,357 | -273 | -3.2% | -$5.93万 | 减仓 |
| MDT | MEDTRONIC PLC | $164.70万 | 0.48% | 18,853 | -58 | -0.3% | -$5,067 | 减仓 |
| GOOGL | ALPHABET INC | $152.98万 | 0.44% | 5,320 | -256 | -4.6% | -$7.36万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $148.59万 | 0.43% | 10,192 | -1,054 | -9.4% | -$15.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.41% | 2 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $139.67万 | 0.40% | 1,402 | 437 | 45.3% | $43.53万 | 加仓 |
| — | EXXON MOBIL CORP | $132.28万 | 0.38% | 7,797 | 944 | 13.8% | $16.02万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $129.54万 | 0.37% | 35,191 | -16,599 | -32.1% | -$61.10万 | 减仓 |
| BAC | BANK AMERICA CORP | $106.03万 | 0.31% | 21,750 | 8,692 | 66.6% | $42.37万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $99.23万 | 0.29% | 12,315 | -97 | -0.8% | -$7,816 | 减仓 |
| EQIX | EQUINIX INC | $98.42万 | 0.28% | 1,004 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $96.51万 | 0.28% | 3,281 | 176 | 5.7% | $5.18万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $96.41万 | 0.28% | 4,209 | 14 | 0.3% | $3,207 | 加仓 |
| NFLX | NETFLIX INC. | $82.69万 | 0.24% | 8,600 | 898 | 11.7% | $8.63万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $78.71万 | 0.23% | 8,146 | -117 | -1.4% | -$1.13万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $76.75万 | 0.22% | 19,978 | 19,978 | — | $76.75万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $75.98万 | 0.22% | 10,563 | 311 | 3.0% | $2.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.81万 | 0.20% | 3,326 | 101 | 3.1% | $2.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $68.56万 | 0.20% | 1,570 | 134 | 9.3% | $5.85万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $68.09万 | 0.20% | 2,646 | 32 | 1.2% | $8,235 | 加仓 |
| IWD | ISHARES TR | $66.79万 | 0.19% | 3,126 | -2,191 | -41.2% | -$46.82万 | 减仓 |
| V | VISA INC | $66.34万 | 0.19% | 2,195 | 940 | 74.9% | $28.41万 | 加仓 |
| CBRE | CBRE GROUP INC | $65.98万 | 0.19% | 4,871 | -594 | -10.9% | -$8.05万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $62.61万 | 0.18% | 35,133 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $62.54万 | 0.18% | 8,820 | 231 | 2.7% | $1.64万 | 加仓 |
| LLY | ELI LILLY & CO | $57.37万 | 0.17% | 624 | 96 | 18.2% | $8.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.09万 | 0.16% | 2,806 | 1,225 | 77.5% | $24.92万 | 加仓 |
| DIS | DISNEY WALT CO | $54.98万 | 0.16% | 5,705 | -8 | -0.1% | -$771 | 减仓 |
| INTU | INTUIT | $53.79万 | 0.16% | 1,244 | 139 | 12.6% | $6.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $52.74万 | 0.15% | 1,560 | -165 | -9.6% | -$5.58万 | 减仓 |
| WMT | WALMART INC | $52.08万 | 0.15% | 4,183 | 101 | 2.5% | $1.26万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $50.42万 | 0.15% | 6,533 | 24 | 0.4% | $1,852 | 加仓 |
| SRE | SEMPRA | $48.51万 | 0.14% | 4,959 | -91 | -1.8% | -$8,902 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.98万 | 0.14% | 735 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $44.49万 | 0.13% | 1,034 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $42.56万 | 0.12% | 1,375 | 77 | 5.9% | $2.38万 | 加仓 |
| ISCF | ISHARES TR | $42.36万 | 0.12% | 10,136 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $42.25万 | 0.12% | 4,350 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $41.81万 | 0.12% | 6,150 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $39.18万 | 0.11% | 3,547 | -5 | -0.1% | -$552 | 减仓 |
| COP | CONOCOPHILLIPS | $38.49万 | 0.11% | 2,916 | 172 | 6.3% | $2.27万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.96万 | 0.11% | 5,054 | -524 | -9.4% | -$3.94万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $37.89万 | 0.11% | 19,983 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $37.55万 | 0.11% | 1,148 | -132 | -10.3% | -$4.32万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $37.33万 | 0.11% | 3,636 | 14 | 0.4% | $1,437 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.09万 | 0.11% | 1,156 | 25 | 2.2% | $8,020 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $35.76万 | 0.10% | 4,560 | 18 | 0.4% | $1,411 | 加仓 |
| DE | DEERE & CO | $35.25万 | 0.10% | 624 | -135 | -17.8% | -$7.63万 | 减仓 |
| TXN | TEXAS INSTRS INC | $35.08万 | 0.10% | 1,807 | 72 | 4.1% | $1.40万 | 加仓 |
| O | REALTY INCOME CORP | $34.57万 | 0.10% | 5,626 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $33.12万 | 0.10% | 1,154 | -75 | -6.1% | -$2.15万 | 减仓 |
| PEP | PEPSICO INC | $31.80万 | 0.09% | 2,048 | 302 | 17.3% | $4.69万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $31.51万 | 0.09% | 8,868 | 158 | 1.8% | $5,614 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $31.11万 | 0.09% | 3,162 | 260 | 9.0% | $2.56万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $30.10万 | 0.09% | 5,921 | 23 | 0.4% | $1,169 | 加仓 |
| SHOP | SHOPIFY INC | $29.26万 | 0.08% | 2,467 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.98万 | 0.08% | 409 | -31 | -7.0% | -$2.20万 | 减仓 |
| ARKG | ARK ETF TR | $28.07万 | 0.08% | 10,626 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $27.77万 | 0.08% | 7,728 | 0 | 0.0% | — | 不变 |