FinDec Wealth Services, Inc.
Stockton CA · SEC CIK 0001916066
$8,464.92万2026Q2 申报市值
32持仓数
87.1%前十大占比 · 第一大 17.8%
4 / 2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
DFCF 加仓+$78.62万
CGCP 加仓+$71.76万
PSA 新建仓+$23.20万
QQQ 新建仓+$21.20万
GOOG 新建仓+$20.42万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$177.59万
BRK/A 清仓-$143.63万
SCHG 减仓-$117.63万
DFAU 减仓-$63.43万
DFAI 减仓-$39.44万
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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,508.39万 | 17.82% | 676,714 | 32,192 | 5.0% | $71.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,132.06万 | 13.37% | 334,533 | -34,761 | -9.4% | -$117.63万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,093.41万 | 12.92% | 276,532 | -8,495 | -3.0% | -$33.59万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,046.15万 | 12.36% | 202,390 | -12,272 | -5.7% | -$63.43万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $716.11万 | 8.46% | 173,603 | -9,560 | -5.2% | -$39.44万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $533.43万 | 6.30% | 126,375 | 18,627 | 17.3% | $78.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $447.41万 | 5.29% | 55,531 | -2,373 | -4.1% | -$19.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $430.57万 | 5.09% | 14,205 | -789 | -5.3% | -$23.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $255.51万 | 3.02% | 6,905 | -499 | -6.7% | -$18.47万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $213.13万 | 2.52% | 53,004 | -8,829 | -14.3% | -$35.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $197.33万 | 2.33% | 71,239 | -309 | -0.4% | -$8,559 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $131.41万 | 1.55% | 17,133 | 1,401 | 8.9% | $10.75万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $100.05万 | 1.18% | 27,593 | -1,424 | -4.9% | -$5.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $66.82万 | 0.79% | 973 | -35 | -3.5% | -$2.40万 | 减仓 |
| AAPL | APPLE INC | $63.64万 | 0.75% | 2,199 | -6,136 | -73.6% | -$177.59万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $53.33万 | 0.63% | 10,823 | -1,172 | -9.8% | -$5.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $51.43万 | 0.61% | 2,570 | -196 | -7.1% | -$3.92万 | 减仓 |
| PEP | PEPSICO INC | $48.85万 | 0.58% | 3,608 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $45.01万 | 0.53% | 9,109 | -203 | -2.2% | -$1.00万 | 减仓 |
| TSLA | TESLA INC | $38.86万 | 0.46% | 924 | 23 | 2.6% | $9,674 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.87万 | 0.42% | 5,132 | -11 | -0.2% | -$769 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.58万 | 0.38% | 11,071 | -959 | -8.0% | -$2.82万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $29.34万 | 0.35% | 5,432 | -46 | -0.8% | -$2,485 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $26.64万 | 0.31% | 5,645 | -286 | -4.8% | -$1.35万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $25.40万 | 0.30% | 6,001 | -280 | -4.5% | -$1.19万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $24.06万 | 0.28% | 5,410 | -22 | -0.4% | -$979 | 减仓 |
| PSA | PUBLIC STORAGE | $23.20万 | 0.27% | 729 | 729 | — | $23.20万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.02万 | 0.27% | 4,820 | -16 | -0.3% | -$764 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.20万 | 0.25% | 288 | 288 | — | $21.20万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.54万 | 0.24% | 2,495 | -469 | -15.8% | -$3.86万 | 减仓 |
| GOOG | ALPHABET INC | $20.42万 | 0.24% | 578 | 578 | — | $20.42万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $9.71万 | 0.11% | 15,000 | 15,000 | — | $9.71万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2 | -100.0% | -$143.63万 | 清仓 |
| — | CARDIFF ONCOLOGY INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$2.59万 | 清仓 |