Aerodigm Wealth, LLC
LAKE OSWEGO OR · SEC CIK 0001927705
$2.66亿2026Q1 申报市值
86持仓数
58.0%前十大占比 · 第一大 11.6%
3 / 11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
BOXX 新建仓+$770.06万
VGIT 加仓+$148.00万
DFSD 加仓+$120.33万
ITOT 加仓+$85.33万
VTIP 加仓+$67.88万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$93.76万
AVGO 清仓-$71.90万
IJH 清仓-$62.13万
VT 清仓-$49.85万
IEFA 清仓-$46.61万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3,080.70万 | 11.59% | 216,296 | 5,991 | 2.8% | $85.33万 | 加仓 |
| IDEV | ISHARES TR | $2,233.47万 | 8.41% | 267,257 | 8,101 | 3.1% | $67.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,568.20万 | 5.90% | 403,552 | 4,329 | 1.1% | $16.82万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,524.89万 | 5.74% | 256,069 | 24,853 | 10.7% | $148.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,484.15万 | 5.59% | 231,609 | -3,541 | -1.5% | -$22.69万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,404.11万 | 5.28% | 140,608 | 2,297 | 1.7% | $22.94万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,368.79万 | 5.15% | 396,178 | 14,680 | 3.8% | $50.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,199.20万 | 4.51% | 37,380 | 1,760 | 4.9% | $56.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $785.28万 | 2.96% | 199,108 | -217 | -0.1% | -$8,558 | 减仓 |
| BOXX | EA SERIES TRUST | $770.06万 | 2.90% | 66,219 | 66,219 | — | $770.06万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $715.89万 | 2.69% | 149,518 | 25,132 | 20.2% | $120.33万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $708.42万 | 2.67% | 155,186 | -870 | -0.6% | -$3.97万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $705.30万 | 2.65% | 207,624 | -5,246 | -2.5% | -$17.82万 | 减仓 |
| BSVO | EA SERIES TRUST | $680.57万 | 2.56% | 268,258 | 12,196 | 4.8% | $30.94万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $643.26万 | 2.42% | 81,364 | -356 | -0.4% | -$2.81万 | 减仓 |
| AAPL | APPLE INC | $559.02万 | 2.10% | 22,027 | -988 | -4.3% | -$25.07万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $497.96万 | 1.87% | 99,691 | 13,590 | 15.8% | $67.88万 | 加仓 |
| IEMG | ISHARES INC | $432.08万 | 1.63% | 61,948 | -2,992 | -4.6% | -$20.87万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $353.02万 | 1.33% | 66,885 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $340.37万 | 1.28% | 62,973 | -1,024 | -1.6% | -$5.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $316.54万 | 1.19% | 8,551 | -908 | -9.6% | -$33.61万 | 减仓 |
| WMT | WALMART INC | $310.62万 | 1.17% | 24,994 | 4,151 | 19.9% | $51.59万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $282.98万 | 1.06% | 25,616 | 846 | 3.4% | $9.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $265.99万 | 1.00% | 42,592 | -672 | -1.6% | -$4.20万 | 减仓 |
| IEI | ISHARES TR | $238.16万 | 0.90% | 20,081 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $206.85万 | 0.78% | 58,218 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $201.12万 | 0.76% | 3,079 | 22 | 0.7% | $1.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $180.99万 | 0.68% | 10,378 | -2,165 | -17.3% | -$37.76万 | 减仓 |
| TSLA | TESLA INC | $177.59万 | 0.67% | 4,777 | -2,522 | -34.6% | -$93.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $171.12万 | 0.64% | 48,836 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $163.84万 | 0.62% | 20,895 | 317 | 1.5% | $2.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $151.50万 | 0.57% | 18,801 | -1,077 | -5.4% | -$8.68万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $144.81万 | 0.54% | 8,349 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $143.19万 | 0.54% | 17,987 | -417 | -2.3% | -$3.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $131.32万 | 0.49% | 2,275 | -32 | -1.4% | -$1.85万 | 减仓 |
| AMZN | AMAZON COM INC | $119.09万 | 0.45% | 5,718 | -1,203 | -17.4% | -$25.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.41万 | 0.42% | 1,128 | -108 | -8.7% | -$10.76万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $81.51万 | 0.31% | 16,821 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $74.51万 | 0.28% | 5,031 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $72.65万 | 0.27% | 1,178 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.52万 | 0.27% | 3,372 | 3 | 0.1% | $645 | 加仓 |
| VOO | VANGUARD INDEX FDS | $71.99万 | 0.27% | 1,205 | 22 | 1.9% | $1.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.44万 | 0.27% | 22,958 | 188 | 0.8% | $5,768 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $68.82万 | 0.26% | 26,842 | -820 | -3.0% | -$2.10万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $68.37万 | 0.26% | 13,214 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $68.10万 | 0.26% | 2,368 | -863 | -26.7% | -$24.82万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $67.10万 | 0.25% | 13,999 | 6,612 | 89.5% | $31.69万 | 加仓 |
| GOOG | ALPHABET INC | $65.58万 | 0.25% | 2,286 | -164 | -6.7% | -$4.70万 | 减仓 |
| EEM | ISHARES TR | $63.40万 | 0.24% | 11,164 | -641 | -5.4% | -$3.64万 | 减仓 |
| IQLT | ISHARES TR | $60.43万 | 0.23% | 13,072 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.19万 | 0.21% | 864 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $55.76万 | 0.21% | 20,977 | -39 | -0.2% | -$1,037 | 减仓 |
| EFV | ISHARES TR | $50.73万 | 0.19% | 6,823 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $50.58万 | 0.19% | 11,209 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $49.07万 | 0.18% | 3,692 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $48.02万 | 0.18% | 14,181 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $44.68万 | 0.17% | 4,817 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.52万 | 0.17% | 484 | -50 | -9.4% | -$4.60万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $43.48万 | 0.16% | 10,255 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $42.07万 | 0.16% | 3,950 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $40.20万 | 0.15% | 119 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $39.59万 | 0.15% | 131,962 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $38.60万 | 0.15% | 5,444 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.24万 | 0.14% | 1,565 | -260 | -14.2% | -$6.35万 | 减仓 |
| SBUX | STARBUCKS CORP | $38.03万 | 0.14% | 4,245 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $37.40万 | 0.14% | 5,168 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $36.80万 | 0.14% | 1,140 | -34 | -2.9% | -$1.10万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $35.77万 | 0.13% | 1,823 | 10 | 0.6% | $1,962 | 加仓 |
| IWD | ISHARES TR | $34.81万 | 0.13% | 1,629 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $34.58万 | 0.13% | 9,557 | 9,557 | — | $34.58万 | 新建仓 |
| IUSV | ISHARES TR | $33.95万 | 0.13% | 3,320 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $33.71万 | 0.13% | 1,287 | -305 | -19.2% | -$7.99万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.35万 | 0.13% | 1,130 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $31.87万 | 0.12% | 9,890 | 474 | 5.0% | $1.53万 | 加仓 |
| — | EXXON MOBIL CORP | $30.54万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $30.45万 | 0.11% | 1,019 | -30 | -2.9% | -$8,965 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.12万 | 0.11% | 8,194 | 634 | 8.4% | $2.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.90万 | 0.11% | 603 | -195 | -24.4% | -$9.34万 | 减仓 |
| ET | ENERGY TRANSFER L P | $25.24万 | 0.10% | 13,080 | 2,877 | 28.2% | $5.55万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $24.64万 | 0.09% | 1,969 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $23.16万 | 0.09% | 4,280 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $22.54万 | 0.08% | 516 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.32万 | 0.08% | 739 | -210 | -22.1% | -$6.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $21.76万 | 0.08% | 243 | -28 | -10.3% | -$2.51万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $21.40万 | 0.08% | 6,382 | 6,382 | — | $21.40万 | 新建仓 |
| NIO | NIO INC | $20.64万 | 0.08% | 34,225 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,078 | -100.0% | -$71.90万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -9,413 | -100.0% | -$62.13万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,534 | -100.0% | -$49.85万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -5,211 | -100.0% | -$46.61万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -18,679 | -100.0% | -$44.90万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,504 | -100.0% | -$39.84万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -992 | -100.0% | -$31.97万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -688 | -100.0% | -$23.68万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,534 | -100.0% | -$22.51万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -405 | -100.0% | -$20.68万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,094 | -100.0% | -$20.06万 | 清仓 |