Seaside Wealth Management, Inc.
CARLSBAD CA · SEC CIK 0001929977
$4.05亿2026Q2 申报市值
71持仓数
86.7%前十大占比 · 第一大 33.0%
9 / 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
VTI 加仓+$195.31万
VCSH 加仓+$176.03万
VGIT 加仓+$126.17万
VEA 加仓+$92.88万
DIMENSIONAL ETF 加仓+$81.13万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$86.87万
DFEM 减仓-$29.42万
HONEYWELL INTL I 清仓-$23.48万
SCHF 减仓-$22.09万
SCHB 减仓-$21.15万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.33亿 | 32.99% | 360,681 | 5,278 | 1.5% | $195.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,475.35万 | 16.01% | 908,819 | 13,036 | 1.5% | $92.88万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,893.13万 | 9.62% | 957,955 | -7,240 | -0.8% | -$29.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,578.23万 | 8.84% | 922,462 | 20,916 | 2.3% | $81.13万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,546.52万 | 3.82% | 195,687 | 22,274 | 12.8% | $176.03万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,494.04万 | 3.69% | 372,300 | 3,117 | 0.8% | $12.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,409.58万 | 3.48% | 238,993 | 21,392 | 9.8% | $126.17万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,370.14万 | 3.39% | 289,183 | 15,772 | 5.8% | $74.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,266.88万 | 3.13% | 153,282 | 6,928 | 4.7% | $57.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $691.41万 | 1.71% | 238,748 | -7,304 | -3.0% | -$21.15万 | 减仓 |
| MUB | ISHARES TR | $579.80万 | 1.43% | 53,875 | 756 | 1.4% | $8.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $382.49万 | 0.95% | 138,082 | -7,974 | -5.5% | -$22.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $298.96万 | 0.74% | 67,393 | 165 | 0.2% | $7,320 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $255.18万 | 0.63% | 26,446 | -1,004 | -3.7% | -$9.69万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $214.57万 | 0.53% | 35,297 | -390 | -1.1% | -$2.37万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $206.04万 | 0.51% | 22,694 | -85 | -0.4% | -$7,717 | 减仓 |
| AAPL | APPLE INC | $203.47万 | 0.50% | 7,031 | 676 | 10.6% | $19.56万 | 加仓 |
| SUB | ISHARES TR | $169.28万 | 0.42% | 15,900 | 1,837 | 13.1% | $19.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $166.35万 | 0.41% | 13,334 | -876 | -6.2% | -$10.93万 | 减仓 |
| ITOT | ISHARES TR | $157.86万 | 0.39% | 9,610 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $142.03万 | 0.35% | 28,186 | 308 | 1.1% | $1.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $132.92万 | 0.33% | 22,268 | -227 | -1.0% | -$1.35万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $116.46万 | 0.29% | 21,171 | 25 | 0.1% | $1,375 | 加仓 |
| SPSM | SPDR SERIES TRUST | $109.87万 | 0.27% | 19,051 | -53 | -0.3% | -$3,056 | 减仓 |
| MSFT | MICROSOFT CORP | $101.88万 | 0.25% | 2,731 | -34 | -1.2% | -$1.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.90万 | 0.24% | 4,095 | 333 | 8.9% | $7.88万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $96.21万 | 0.24% | 19,021 | 37 | 0.2% | $1,871 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $90.03万 | 0.22% | 10,987 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.89万 | 0.22% | 1,204 | -77 | -6.0% | -$5.75万 | 减仓 |
| LLY | ELI LILLY & CO | $85.28万 | 0.21% | 711 | 6 | 0.9% | $7,197 | 加仓 |
| IJR | ISHARES TR | $76.97万 | 0.19% | 5,190 | 33 | 0.6% | $4,894 | 加仓 |
| IVV | ISHARES TR | $75.25万 | 0.19% | 1,005 | 1 | 0.1% | $749 | 加仓 |
| WMT | WALMART INC | $71.47万 | 0.18% | 6,310 | 277 | 4.6% | $3.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.44万 | 0.18% | 2,813 | 2,813 | — | $71.44万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $70.13万 | 0.17% | 3,505 | -286 | -7.5% | -$5.72万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $66.38万 | 0.16% | 6,084 | 220 | 3.8% | $2.40万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $62.96万 | 0.16% | 21,732 | 150 | 0.7% | $4,345 | 加仓 |
| AMZN | AMAZON COM INC | $57.11万 | 0.14% | 2,396 | 161 | 7.2% | $3.84万 | 加仓 |
| REET | ISHARES TR | $54.64万 | 0.14% | 19,784 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $53.95万 | 0.13% | 5,235 | -234 | -4.3% | -$2.41万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $51.55万 | 0.13% | 11,780 | 141 | 1.2% | $6,170 | 加仓 |
| GOOGL | ALPHABET INC | $48.32万 | 0.12% | 1,352 | 427 | 46.2% | $15.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $46.65万 | 0.12% | 15,852 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $44.84万 | 0.11% | 6,748 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $44.54万 | 0.11% | 1,179 | 95 | 8.8% | $3.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.79万 | 0.11% | 468 | 15 | 3.3% | $1.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.34万 | 0.11% | 631 | 24 | 4.0% | $1.65万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $42.29万 | 0.10% | 3,302 | 4 | 0.1% | $512 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.53万 | 0.10% | 3,307 | -69 | -2.0% | -$8,247 | 减仓 |
| KO | COCA COLA CO | $39.52万 | 0.10% | 4,863 | 4,863 | — | $39.52万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $36.52万 | 0.09% | 7,590 | -106 | -1.4% | -$5,101 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $36.18万 | 0.09% | 6,697 | 92 | 1.4% | $4,970 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $35.75万 | 0.09% | 7,396 | 1,447 | 24.3% | $6.99万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $34.05万 | 0.08% | 3,714 | 164 | 4.6% | $1.50万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $33.14万 | 0.08% | 11,674 | -182 | -1.5% | -$5,167 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $31.83万 | 0.08% | 6,343 | 6,343 | — | $31.83万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.70万 | 0.08% | 1,371 | 153 | 12.6% | $3.43万 | 加仓 |
| MUNI | PIMCO ETF TR | $30.10万 | 0.07% | 5,722 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $29.08万 | 0.07% | 5,470 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $28.97万 | 0.07% | 383 | -3 | -0.8% | -$2,269 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.52万 | 0.07% | 550 | -2 | -0.4% | -$1,001 | 减仓 |
| CMDY | ISHARES U S ETF TR | $27.12万 | 0.07% | 4,910 | 53 | 1.1% | $2,927 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.94万 | 0.06% | 1,565 | 1,565 | — | $25.94万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $24.65万 | 0.06% | 3,361 | 10 | 0.3% | $733 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.95万 | 0.06% | 5,015 | -2,643 | -34.5% | -$12.62万 | 减仓 |
| SUSB | ISHARES TR | $22.59万 | 0.06% | 9,040 | 20 | 0.2% | $500 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.02万 | 0.05% | 461 | 461 | — | $22.02万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $21.06万 | 0.05% | 2,361 | 2,361 | — | $21.06万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.06万 | 0.05% | 286 | 286 | — | $21.06万 | 新建仓 |
| HD | HOME DEPOT INC | $20.67万 | 0.05% | 586 | 586 | — | $20.67万 | 新建仓 |
| GE | GE AEROSPACE | $20.37万 | 0.05% | 546 | 546 | — | $20.37万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,121 | -100.0% | -$86.87万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,039 | -100.0% | -$23.48万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -5,076 | -100.0% | -$20.04万 | 清仓 |