BetterWealth, LLC
SAN JOSE CA · SEC CIK 0001911702
$5.10亿2026Q1 申报市值
85持仓数
80.3%前十大占比 · 第一大 21.6%
16 / 0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
VBIL 加仓+$4,797.00万
AAPL 加仓+$1,094.62万
SHOP 新建仓+$217.28万
BIV 加仓+$131.72万
DIMENSIONAL ETF 加仓+$114.34万
2026Q1 卖出最多 按季末市值估算
ES 减仓-$41.57万
DIMENSIONAL ETF 减仓-$16.83万
JNJ 减仓-$16.33万
DIMENSIONAL ETF 减仓-$13.00万
MU 减仓-$9.70万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $19.54万 | 0.04% | 18,915 | -144 | -0.8% | -$1,488 | 减仓 |
| INTU | INTUIT | $20.24万 | 0.04% | 468 | 56 | 13.6% | $2.42万 | 加仓 |
| IWV | ISHARES TR | $20.42万 | 0.04% | 551 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $21.24万 | 0.04% | 7,752 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.26万 | 0.04% | 4,088 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.53万 | 0.04% | 318 | 318 | — | $22.53万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $22.75万 | 0.04% | 7,796 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $22.81万 | 0.04% | 737 | 737 | — | $22.81万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $23.14万 | 0.05% | 2,480 | -200 | -7.5% | -$1.87万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.32万 | 0.05% | 2,603 | 4 | 0.2% | $358 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $23.77万 | 0.05% | 9,469 | 9,469 | — | $23.77万 | 新建仓 |
| AMGN | AMGEN INC | $23.79万 | 0.05% | 676 | 676 | — | $23.79万 | 新建仓 |
| PCG | PG&E CORP | $24.13万 | 0.05% | 13,731 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC | $24.18万 | 0.05% | 8,484 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.31万 | 0.05% | 1,195 | 7 | 0.6% | $1,424 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.76万 | 0.05% | 733 | -287 | -28.1% | -$9.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.78万 | 0.05% | 381 | -44 | -10.4% | -$2.86万 | 减仓 |
| LRGF | ISHARES TR | $24.79万 | 0.05% | 3,756 | 3,756 | — | $24.79万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.07万 | 0.05% | 1,173 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $25.84万 | 0.05% | 5,281 | 5,281 | — | $25.84万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.06万 | 0.05% | 2,710 | 310 | 12.9% | $2.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $26.62万 | 0.05% | 905 | 272 | 43.0% | $8.00万 | 加仓 |
| META | META PLATFORMS INC | $27.31万 | 0.05% | 477 | 5 | 1.1% | $2,863 | 加仓 |
| WFC | WELLS FARGO & CO | $28.07万 | 0.06% | 3,526 | 21 | 0.6% | $1,672 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.31万 | 0.06% | 11,430 | 11,430 | — | $29.31万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.39万 | 0.06% | 295 | 34 | 13.0% | $3.39万 | 加仓 |
| EXPO | EXPONENT INC | $30.45万 | 0.06% | 4,666 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.08万 | 0.06% | 1,445 | 1,445 | — | $31.08万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $31.34万 | 0.06% | 4,065 | -150 | -3.6% | -$1.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.21万 | 0.06% | 1,230 | 1,230 | — | $32.21万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.97万 | 0.06% | 4,249 | 7 | 0.2% | $543 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.62万 | 0.07% | 12,071 | 12,071 | — | $33.62万 | 新建仓 |
| MAGS | LISTED FDS TR | $33.75万 | 0.07% | 5,825 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $36.06万 | 0.07% | 1,838 | 110 | 6.4% | $2.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.56万 | 0.07% | 15,174 | 15,174 | — | $37.56万 | 新建仓 |
| KLAC | KLA CORP | $39.42万 | 0.08% | 268 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $43.04万 | 0.08% | 2,537 | 385 | 17.9% | $6.53万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $45.83万 | 0.09% | 11,979 | 11,979 | — | $45.83万 | 新建仓 |
| WMT | WALMART INC | $46.34万 | 0.09% | 3,729 | 673 | 22.0% | $8.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $47.63万 | 0.09% | 1,497 | 1,497 | — | $47.63万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $48.65万 | 0.10% | 1,423 | 4 | 0.3% | $1,367 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $52.36万 | 0.10% | 12,357 | -171 | -1.4% | -$7,245 | 减仓 |
| MSFT | MICROSOFT CORP | $53.35万 | 0.10% | 1,441 | 351 | 32.2% | $12.99万 | 加仓 |
| GOOGL | ALPHABET INC | $55.38万 | 0.11% | 1,926 | 953 | 97.9% | $27.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $57.80万 | 0.11% | 1,802 | 1,802 | — | $57.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $59.95万 | 0.12% | 652 | 68 | 11.6% | $6.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $65.58万 | 0.13% | 1,136 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $65.81万 | 0.13% | 9,499 | -6,000 | -38.7% | -$41.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $65.98万 | 0.13% | 2,208 | 2,208 | — | $65.98万 | 新建仓 |
| AMZN | AMAZON COM INC | $68.92万 | 0.14% | 3,309 | 421 | 14.6% | $8.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $79.62万 | 0.16% | 3,848 | 254 | 7.1% | $5.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.60万 | 0.16% | 12,579 | 7,426 | 144.1% | $47.58万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $81.01万 | 0.16% | 15,656 | 293 | 1.9% | $1.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $87.50万 | 0.17% | 1,826 | 8 | 0.4% | $3,834 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $88.49万 | 0.17% | 18,261 | -380 | -2.0% | -$1.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $110.82万 | 0.22% | 17,746 | -602 | -3.3% | -$3.76万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $111.27万 | 0.22% | 26,243 | -363 | -1.4% | -$1.54万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $143.99万 | 0.28% | 30,074 | 122 | 0.4% | $5,841 | 加仓 |
| VCEB | VANGUARD WORLD FD | $159.43万 | 0.31% | 25,375 | 348 | 1.4% | $2.19万 | 加仓 |
| TSLA | TESLA INC | $169.48万 | 0.33% | 4,559 | 79 | 1.8% | $2.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $177.41万 | 0.35% | 2,969 | 203 | 7.3% | $12.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $199.02万 | 0.39% | 11,412 | 1,220 | 12.0% | $21.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $208.09万 | 0.41% | 8,513 | -668 | -7.3% | -$16.33万 | 减仓 |
| SHOP | SHOPIFY INC | $217.28万 | 0.43% | 18,317 | 18,317 | — | $217.28万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $226.75万 | 0.44% | 55,184 | -649 | -1.2% | -$2.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $338.53万 | 0.66% | 96,612 | -3,711 | -3.7% | -$13.00万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $441.44万 | 0.87% | 127,767 | -1,363 | -1.1% | -$4.71万 | 减仓 |
| GOOG | ALPHABET INC | $460.62万 | 0.90% | 16,057 | -78 | -0.5% | -$2.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $474.02万 | 0.93% | 128,950 | -4,579 | -3.4% | -$16.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $495.41万 | 0.97% | 59,868 | 5,269 | 9.7% | $43.60万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $531.61万 | 1.04% | 164,993 | -1,579 | -0.9% | -$5.09万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $654.07万 | 1.28% | 165,839 | -1,590 | -0.9% | -$6.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $857.90万 | 1.68% | 213,461 | 7,735 | 3.8% | $31.09万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $879.16万 | 1.72% | 109,104 | 432 | 0.4% | $3.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,023.34万 | 2.01% | 240,559 | 5,166 | 2.2% | $21.98万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,493.52万 | 2.93% | 339,282 | 7,794 | 2.4% | $34.31万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,709.16万 | 3.35% | 579,572 | 23,919 | 4.3% | $70.54万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,809.01万 | 3.55% | 163,756 | 3,461 | 2.2% | $38.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,239.83万 | 4.39% | 285,657 | 10,788 | 3.9% | $84.59万 | 加仓 |
| EBI | RBB FUND TRUST | $3,370.87万 | 6.61% | 582,580 | 562 | 0.1% | $3.25万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,719.97万 | 7.30% | 481,986 | 17,067 | 3.7% | $131.72万 | 加仓 |
| AAPL | APPLE INC | $4,446.70万 | 8.72% | 175,212 | 43,131 | 32.7% | $1,094.62万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $4,955.88万 | 9.72% | 655,107 | 634,105 | 3,019.3% | $4,797.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $6,190.45万 | 12.14% | 1,822,328 | 1,675 | 0.1% | $5.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.10亿 | 21.58% | 2,830,509 | 29,424 | 1.1% | $114.34万 | 加仓 |