FinDec Wealth Services, Inc.
Stockton CA · SEC CIK 0001916066
$8,178.20万2026Q1 申报市值
30持仓数
84.7%前十大占比 · 第一大 17.6%
0 / 2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
AAPL 加仓+$10.05万
NVDA 加仓+$1.41万
2026Q1 卖出最多 按季末市值估算
DFLV 减仓-$213.17万
CGCP 减仓-$149.95万
DFAU 减仓-$142.16万
DFAI 减仓-$113.56万
DFCF 减仓-$72.64万
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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,439.86万 | 17.61% | 644,522 | -67,120 | -9.4% | -$149.95万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,075.75万 | 13.15% | 369,294 | -16,818 | -4.4% | -$48.99万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,017.83万 | 12.45% | 285,027 | -59,694 | -17.3% | -$213.17万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $968.55万 | 11.84% | 214,662 | -31,508 | -12.8% | -$142.16万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $713.60万 | 8.73% | 183,163 | -29,149 | -13.7% | -$113.56万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $454.91万 | 5.56% | 107,748 | -17,205 | -13.8% | -$72.64万 | 减仓 |
| VO | VANGUARD INDEX FDS | $415.73万 | 5.08% | 14,476 | -1,879 | -11.5% | -$53.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $392.71万 | 4.80% | 14,994 | -2,266 | -13.1% | -$59.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $237.53万 | 2.90% | 7,404 | -261 | -3.4% | -$8.37万 | 减仓 |
| AAPL | APPLE INC | $211.53万 | 2.59% | 8,335 | 396 | 5.0% | $10.05万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $209.37万 | 2.56% | 61,833 | -9,383 | -13.2% | -$31.77万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $177.08万 | 2.17% | 71,548 | -150 | -0.2% | -$3,713 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 1.76% | 2 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $121.42万 | 1.48% | 15,732 | -339 | -2.1% | -$2.62万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $95.61万 | 1.17% | 29,017 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $60.23万 | 0.74% | 1,008 | -68 | -6.3% | -$4.06万 | 减仓 |
| PEP | PEPSICO INC | $56.03万 | 0.69% | 3,608 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $51.03万 | 0.62% | 11,995 | -40 | -0.3% | -$1,702 | 减仓 |
| IHI | ISHARES TR | $49.68万 | 0.61% | 9,312 | -808 | -8.0% | -$4.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $48.23万 | 0.59% | 2,766 | 81 | 3.0% | $1.41万 | 加仓 |
| TSLA | TESLA INC | $33.49万 | 0.41% | 901 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $32.12万 | 0.39% | 5,143 | -34 | -0.7% | -$2,123 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $30.84万 | 0.38% | 12,030 | -767 | -6.0% | -$1.97万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $28.91万 | 0.35% | 5,478 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.84万 | 0.29% | 5,931 | -4 | -0.1% | -$161 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.16万 | 0.28% | 4,836 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.08万 | 0.26% | 2,964 | -20 | -0.7% | -$1,423 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.96万 | 0.26% | 6,281 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $20.87万 | 0.26% | 5,432 | -19 | -0.3% | -$730 | 减仓 |
| — | CARDIFF ONCOLOGY INC | $2.59万 | 0.03% | 16,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -971 | -100.0% | -$46.94万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,584 | -100.0% | -$30.02万 | 清仓 |