Aerodigm Wealth, LLC
LAKE OSWEGO OR · SEC CIK 0001927705
$2.96亿2026Q2 申报市值
90持仓数
58.4%前十大占比 · 第一大 12.5%
4 / 1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
DFNM 加仓+$202.30万
ITOT 加仓+$132.65万
BOXX 加仓+$114.48万
AVDV 加仓+$78.53万
VGIT 加仓+$63.96万
2026Q2 卖出最多 按季末市值估算
ABSI 减仓-$81.13万
DFSB 清仓-$68.37万
IEMG 减仓-$45.79万
VTI 减仓-$34.52万
VEA 减仓-$31.91万
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 |
|---|---|---|---|---|---|---|---|---|
| DFSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -13,214 | -100.0% | -$68.37万 | 清仓 |
| SPGI | S&P GLOBAL INC | $7.44万 | 0.03% | 183 | 183 | — | $7.44万 | 新建仓 |
| NIO | NIO INC | $17.32万 | 0.06% | 34,225 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $20.57万 | 0.07% | 6,436 | 54 | 0.8% | $1,726 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.61万 | 0.07% | 966 | 966 | — | $21.61万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.83万 | 0.07% | 6,041 | 6,041 | — | $21.83万 | 新建仓 |
| ABBV | ABBVIE INC | $22.47万 | 0.08% | 893 | -180 | -16.8% | -$4.53万 | 重新持有 |
| STPZ | PIMCO ETF TR | $22.83万 | 0.08% | 4,280 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $23.79万 | 0.08% | 243 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.61万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.42万 | 0.09% | 13,297 | 217 | 1.7% | $4,149 | 加仓 |
| V | VISA INC | $25.82万 | 0.09% | 753 | 14 | 1.9% | $4,801 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.67万 | 0.09% | 3,096 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $27.94万 | 0.09% | 1,969 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $28.70万 | 0.10% | 5,168 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.77万 | 0.10% | 615 | 12 | 2.0% | $6,005 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.37万 | 0.12% | 8,237 | 43 | 0.5% | $1,794 | 加仓 |
| VV | VANGUARD INDEX FDS | $35.04万 | 0.12% | 1,019 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $36.23万 | 0.12% | 10,617 | 727 | 7.4% | $2.48万 | 加仓 |
| IUSV | ISHARES TR | $36.57万 | 0.12% | 3,320 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $37.81万 | 0.13% | 1,140 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $37.99万 | 0.13% | 9,557 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $38.03万 | 0.13% | 119 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $38.28万 | 0.13% | 1,130 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $38.75万 | 0.13% | 4,017 | -800 | -16.6% | -$7.72万 | 减仓 |
| IWD | ISHARES TR | $38.96万 | 0.13% | 1,607 | -22 | -1.4% | -$5,333 | 减仓 |
| VB | VANGUARD INDEX FDS | $39.01万 | 0.13% | 1,287 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $39.73万 | 0.13% | 1,823 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $39.78万 | 0.13% | 1,566 | 1 | 0.1% | $254 | 加仓 |
| SPGI | S&P GLOBAL INC 看涨期权 | $40.73万 | 0.14% | 1,000 | 1,000 | — | $40.73万 | 新建仓 |
| SUB | ISHARES TR | $42.06万 | 0.14% | 3,950 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $42.63万 | 0.14% | 5,203 | -241 | -4.4% | -$1.97万 | 减仓 |
| SBUX | STARBUCKS CORP | $43.38万 | 0.15% | 4,245 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $45.91万 | 0.16% | 10,179 | -76 | -0.7% | -$3,428 | 减仓 |
| EFV | ISHARES TR | $50.09万 | 0.17% | 6,543 | -280 | -4.1% | -$2.14万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $57.02万 | 0.19% | 14,181 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $57.94万 | 0.20% | 11,209 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $58.05万 | 0.20% | 484 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $60.07万 | 0.20% | 20,736 | -241 | -1.1% | -$6,982 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.52万 | 0.22% | 864 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $64.77万 | 0.22% | 13,072 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $69.42万 | 0.23% | 1,942 | -426 | -18.0% | -$15.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $70.34万 | 0.24% | 3,692 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $71.81万 | 0.24% | 61,962 | -70,000 | -53.0% | -$81.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $72.80万 | 0.25% | 22,958 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.70万 | 0.25% | 2,086 | -200 | -8.7% | -$7.07万 | 减仓 |
| EEM | ISHARES TR | $74.74万 | 0.25% | 10,925 | -239 | -2.1% | -$1.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $78.53万 | 0.27% | 4,969 | -62 | -1.2% | -$9,798 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $79.00万 | 0.27% | 26,842 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $79.87万 | 0.27% | 3,376 | 4 | 0.1% | $946 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.99万 | 0.27% | 1,165 | -40 | -3.3% | -$2.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $82.85万 | 0.28% | 1,178 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $92.53万 | 0.31% | 16,821 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $100.01万 | 0.34% | 1,069 | -59 | -5.2% | -$5.52万 | 减仓 |
| AMZN | AMAZON COM INC | $122.08万 | 0.41% | 5,122 | -596 | -10.4% | -$14.21万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $138.92万 | 0.47% | 8,335 | -14 | -0.2% | -$2,333 | 减仓 |
| WFC | WELLS FARGO & CO | $148.64万 | 0.50% | 17,987 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $165.13万 | 0.56% | 21,195 | 300 | 1.4% | $2.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $165.93万 | 0.56% | 2,253 | -22 | -1.0% | -$1.62万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $175.61万 | 0.59% | 18,200 | -601 | -3.2% | -$5.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $189.43万 | 0.64% | 48,836 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $193.42万 | 0.65% | 51,912 | -6,306 | -10.8% | -$23.50万 | 减仓 |
| TSLA | TESLA INC | $200.92万 | 0.68% | 4,777 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $207.65万 | 0.70% | 10,378 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $228.49万 | 0.77% | 3,051 | -28 | -0.9% | -$2.10万 | 减仓 |
| IEI | ISHARES TR | $232.92万 | 0.79% | 19,831 | -250 | -1.2% | -$2.94万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $269.96万 | 0.91% | 55,852 | 41,853 | 299.0% | $202.30万 | 加仓 |
| WMT | WALMART INC | $275.07万 | 0.93% | 24,287 | -707 | -2.8% | -$8.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $290.63万 | 0.98% | 41,577 | -1,015 | -2.4% | -$7.09万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $314.92万 | 1.06% | 25,242 | -374 | -1.5% | -$4.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $318.64万 | 1.08% | 8,542 | -9 | -0.1% | -$3,357 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $347.40万 | 1.17% | 64,310 | -2,575 | -3.8% | -$13.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $369.19万 | 1.25% | 61,852 | -1,121 | -1.8% | -$6.69万 | 减仓 |
| IEMG | ISHARES INC | $467.39万 | 1.58% | 56,420 | -5,528 | -8.9% | -$45.79万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $534.11万 | 1.80% | 106,332 | 6,641 | 6.7% | $33.36万 | 加仓 |
| AAPL | APPLE INC | $631.71万 | 2.13% | 21,831 | -196 | -0.9% | -$5.67万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $726.37万 | 2.45% | 80,005 | -1,359 | -1.7% | -$12.34万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $758.40万 | 2.56% | 205,864 | -1,760 | -0.8% | -$6.48万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $772.38万 | 2.61% | 161,754 | 12,236 | 8.2% | $58.43万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $777.22万 | 2.63% | 154,240 | -946 | -0.6% | -$4.77万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $793.85万 | 2.68% | 197,819 | -1,289 | -0.6% | -$5.17万 | 减仓 |
| BSVO | EA SERIES TRUST | $797.39万 | 2.69% | 273,176 | 4,918 | 1.8% | $14.36万 | 加仓 |
| BOXX | EA SERIES TRUST | $889.84万 | 3.01% | 75,996 | 9,777 | 14.8% | $114.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,348.67万 | 4.56% | 36,447 | -933 | -2.5% | -$34.52万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,527.50万 | 5.16% | 148,229 | 7,621 | 5.4% | $78.53万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,574.26万 | 5.32% | 266,914 | 10,845 | 4.2% | $63.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,618.31万 | 5.47% | 227,131 | -4,478 | -1.9% | -$31.91万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,627.44万 | 5.50% | 400,452 | 4,274 | 1.1% | $17.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,772.96万 | 5.99% | 399,674 | -3,878 | -1.0% | -$17.20万 | 减仓 |
| IDEV | ISHARES TR | $2,441.57万 | 8.25% | 274,303 | 7,046 | 2.6% | $62.72万 | 加仓 |
| ITOT | ISHARES TR | $3,685.75万 | 12.46% | 224,371 | 8,075 | 3.7% | $132.65万 | 加仓 |