BetterWealth, LLC
SAN JOSE CA · SEC CIK 0001911702
$5.65亿2026Q2 申报市值
86持仓数
79.7%前十大占比 · 第一大 22.3%
3 / 3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
BIV 加仓+$301.12万
VBIL 加仓+$209.68万
BSV 加仓+$147.77万
ZYME 新建仓+$48.68万
AVRE 加仓+$39.37万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$324.34万
DFAX 减仓-$50.08万
AVEM 减仓-$43.26万
NFLX 清仓-$26.06万
TD 清仓-$23.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,710 | -100.0% | -$26.06万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -2,480 | -100.0% | -$23.14万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -468 | -100.0% | -$20.24万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.32万 | 0.04% | 2,426 | 2,426 | — | $20.32万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $21.86万 | 0.04% | 8,039 | 287 | 3.7% | $7,804 | 加仓 |
| IWM | ISHARES TR | $22.05万 | 0.04% | 734 | 734 | — | $22.05万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $22.62万 | 0.04% | 7,796 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $22.67万 | 0.04% | 19,911 | 996 | 5.3% | $1.13万 | 加仓 |
| PCG | PG&E CORP | $23.10万 | 0.04% | 13,731 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $23.49万 | 0.04% | 551 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $24.55万 | 0.04% | 678 | 2 | 0.3% | $724 | 加仓 |
| USB | US BANCORP | $24.71万 | 0.04% | 4,091 | 3 | 0.1% | $181 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.96万 | 0.04% | 4,731 | -550 | -10.4% | -$2.90万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.60万 | 0.05% | 2,603 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.96万 | 0.05% | 1,459 | 6 | 0.4% | $1,109 | 重新持有 |
| META | META PLATFORMS INC | $27.06万 | 0.05% | 480 | 3 | 0.6% | $1,691 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.42万 | 0.05% | 9,469 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $27.42万 | 0.05% | 4,667 | 1 | 0.0% | $59 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.60万 | 0.05% | 295 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.84万 | 0.05% | 737 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC | $28.02万 | 0.05% | 8,484 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $28.41万 | 0.05% | 3,756 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.45万 | 0.05% | 381 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $29.14万 | 0.05% | 3,526 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $29.62万 | 0.05% | 905 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $30.41万 | 0.05% | 10,332 | -1,098 | -9.6% | -$3.23万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.13万 | 0.06% | 10,652 | -1,419 | -11.8% | -$4.41万 | 减仓 |
| CAT | CATERPILLAR INC | $33.86万 | 0.06% | 318 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.20万 | 0.06% | 1,445 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.69万 | 0.06% | 2,537 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.75万 | 0.06% | 4,065 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $37.45万 | 0.07% | 5,825 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $37.83万 | 0.07% | 1,248 | 18 | 1.5% | $5,456 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.00万 | 0.07% | 14,078 | -1,096 | -7.2% | -$3.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.06万 | 0.07% | 1,838 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $42.23万 | 0.07% | 3,729 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $44.68万 | 0.08% | 11,261 | -718 | -6.0% | -$2.85万 | 减仓 |
| ZYME | ZYMEWORKS INC | $48.68万 | 0.09% | 18,622 | 18,622 | — | $48.68万 | 新建仓 |
| CSCO | CISCO SYS INC | $49.99万 | 0.09% | 4,256 | 7 | 0.2% | $822 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.28万 | 0.09% | 1,183 | 10 | 0.9% | $4,335 | 加仓 |
| GOOGL | ALPHABET INC | $54.62万 | 0.10% | 1,528 | -398 | -20.7% | -$14.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $59.38万 | 0.11% | 1,495 | -2 | -0.1% | -$794 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.47万 | 0.11% | 3,648 | -200 | -5.2% | -$3.32万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $63.88万 | 0.11% | 13,068 | 711 | 5.8% | $3.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.67万 | 0.12% | 1,802 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $67.89万 | 0.12% | 1,820 | 379 | 26.3% | $14.14万 | 加仓 |
| ES | EVERSOURCE ENERGY | $68.67万 | 0.12% | 9,502 | 3 | 0.0% | $217 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.42万 | 0.12% | 1,195 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $75.93万 | 0.13% | 2,208 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $78.42万 | 0.14% | 654 | 2 | 0.3% | $2,398 | 加仓 |
| KLAC | KLA CORP | $81.06万 | 0.14% | 2,687 | 7 | 0.3% | $2,112 | 加仓 |
| QQQ | INVESCO QQQ TR | $83.82万 | 0.15% | 1,138 | 2 | 0.2% | $1,473 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $84.49万 | 0.15% | 732 | -1 | -0.1% | -$1,154 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $88.81万 | 0.16% | 17,042 | 1,386 | 8.9% | $7.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.62万 | 0.16% | 12,579 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $90.21万 | 0.16% | 3,785 | 476 | 14.4% | $11.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $91.37万 | 0.16% | 1,826 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $100.45万 | 0.18% | 18,261 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $102.90万 | 0.18% | 1,423 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $120.71万 | 0.21% | 26,765 | 522 | 2.0% | $2.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $122.24万 | 0.22% | 17,488 | -258 | -1.5% | -$1.80万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $157.48万 | 0.28% | 32,981 | 2,907 | 9.7% | $13.88万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $164.38万 | 0.29% | 26,192 | 817 | 3.2% | $5.13万 | 加仓 |
| TSLA | TESLA INC | $191.67万 | 0.34% | 4,557 | -2 | -0.0% | -$841 | 减仓 |
| VOO | VANGUARD INDEX FDS | $203.71万 | 0.36% | 2,966 | -3 | -0.1% | -$2,060 | 减仓 |
| SHOP | SHOPIFY INC | $209.14万 | 0.37% | 18,317 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $213.66万 | 0.38% | 8,413 | -100 | -1.2% | -$2.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $227.19万 | 0.40% | 11,355 | -57 | -0.5% | -$1.14万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $268.99万 | 0.48% | 57,685 | 2,501 | 4.5% | $11.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $366.33万 | 0.65% | 94,439 | -2,173 | -2.2% | -$8.43万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $513.98万 | 0.91% | 62,187 | 2,319 | 3.9% | $19.17万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $515.20万 | 0.91% | 126,772 | -995 | -0.8% | -$4.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $523.50万 | 0.93% | 125,450 | -3,500 | -2.7% | -$14.61万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $560.69万 | 0.99% | 164,305 | -688 | -0.4% | -$2.35万 | 减仓 |
| GOOG | ALPHABET INC | $564.04万 | 1.00% | 15,963 | -94 | -0.6% | -$3.32万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $665.50万 | 1.18% | 165,836 | -3 | -0.0% | -$120 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,009.49万 | 1.79% | 104,621 | -4,483 | -4.1% | -$43.26万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,038.25万 | 1.84% | 219,968 | 6,507 | 3.0% | $30.71万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,224.03万 | 2.17% | 248,383 | 7,824 | 3.3% | $38.56万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,646.89万 | 2.91% | 347,592 | 8,310 | 2.4% | $39.37万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,023.84万 | 3.58% | 584,586 | 5,014 | 0.9% | $17.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,040.69万 | 3.61% | 163,569 | -187 | -0.1% | -$2.33万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,373.32万 | 4.20% | 304,624 | 18,967 | 6.6% | $147.77万 | 加仓 |
| EBI | RBB FUND TRUST | $3,783.90万 | 6.69% | 582,580 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $3,997.96万 | 7.07% | 521,246 | 39,260 | 8.1% | $301.12万 | 加仓 |
| AAPL | APPLE INC | $4,745.59万 | 8.40% | 164,003 | -11,209 | -6.4% | -$324.34万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $5,167.53万 | 9.14% | 682,813 | 27,706 | 4.2% | $209.68万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $6,663.38万 | 11.79% | 1,808,735 | -13,593 | -0.7% | -$50.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.26亿 | 22.27% | 2,837,675 | 7,166 | 0.3% | $31.79万 | 加仓 |