Ridgeline Wealth, LLC
MESA AZ · SEC CIK 0001934226
$1.71亿2026Q2 申报市值
60持仓数
70.2%前十大占比 · 第一大 23.7%
8 / 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
AVTM 新建仓+$697.49万
MSFT 加仓+$127.56万
DFIC 加仓+$108.37万
VGT 新建仓+$77.35万
AMERICAN CENTY E 加仓+$63.37万
2026Q2 卖出最多 按季末市值估算
JBBB 减仓-$53.28万
BRK/B 重新持有-$48.89万
DFUS 减仓-$32.42万
WMT 清仓-$20.26万
AVDE 减仓-$13.54万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,631 | -100.0% | -$20.26万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.17万 | 0.12% | 403 | -977 | -70.8% | -$48.89万 | 重新持有 |
| IVW | ISHARES TR | $20.81万 | 0.12% | 1,513 | 1,513 | — | $20.81万 | 新建仓 |
| USMV | ISHARES TR | $21.39万 | 0.13% | 2,218 | -149 | -6.3% | -$1.44万 | 减仓 |
| TFI | SPDR SERIES TRUST | $21.66万 | 0.13% | 4,729 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $23.41万 | 0.14% | 1,711 | -50 | -2.8% | -$6,841 | 减仓 |
| ETN | EATON CORP PLC | $24.82万 | 0.15% | 583 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.54万 | 0.15% | 1,006 | 16 | 1.6% | $4,062 | 加仓 |
| IVV | ISHARES TR | $26.10万 | 0.15% | 349 | -14 | -3.9% | -$1.05万 | 减仓 |
| IVLU | ISHARES TR | $27.04万 | 0.16% | 6,465 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $28.00万 | 0.16% | 4,442 | -84 | -1.9% | -$5,296 | 减仓 |
| SO | SOUTHERN CO | $28.59万 | 0.17% | 2,987 | 15 | 0.5% | $1,436 | 加仓 |
| AMZN | AMAZON COM INC | $29.30万 | 0.17% | 1,230 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $29.52万 | 0.17% | 4,030 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $29.73万 | 0.17% | 1,295 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $30.97万 | 0.18% | 925 | -10 | -1.1% | -$3,348 | 减仓 |
| VIS | VANGUARD WORLD FD | $33.44万 | 0.20% | 928 | 928 | — | $33.44万 | 新建仓 |
| GLW | CORNING INC | $33.72万 | 0.20% | 1,320 | 1,320 | — | $33.72万 | 新建仓 |
| SUSL | ISHARES TR | $33.95万 | 0.20% | 2,557 | -1 | -0.0% | -$133 | 减仓 |
| SGOV | ISHARES TR | $37.01万 | 0.22% | 3,676 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $43.12万 | 0.25% | 367 | -11 | -2.9% | -$1.29万 | 减仓 |
| IUSB | ISHARES TR | $46.20万 | 0.27% | 10,010 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $47.65万 | 0.28% | 1,163 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $48.14万 | 0.28% | 5,302 | 30 | 0.6% | $2,724 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $48.31万 | 0.28% | 20,888 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $48.56万 | 0.28% | 836 | 836 | — | $48.56万 | 新建仓 |
| AAPL | APPLE INC | $53.33万 | 0.31% | 1,843 | -239 | -11.5% | -$6.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.89万 | 0.34% | 857 | 857 | — | $58.89万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.55万 | 0.35% | 11,775 | 11,775 | — | $59.55万 | 新建仓 |
| GOOGL | ALPHABET INC | $67.27万 | 0.39% | 1,883 | 500 | 36.2% | $17.86万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $71.80万 | 0.42% | 8,445 | 107 | 1.3% | $9,097 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $72.18万 | 0.42% | 7,481 | 13 | 0.2% | $1,254 | 加仓 |
| VGT | VANGUARD WORLD FD | $77.35万 | 0.45% | 6,472 | 6,472 | — | $77.35万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $78.86万 | 0.46% | 21,136 | 935 | 4.6% | $3.49万 | 加仓 |
| IGM | ISHARES TR | $79.99万 | 0.47% | 4,890 | -46 | -0.9% | -$7,525 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $83.21万 | 0.49% | 9,328 | -1,518 | -14.0% | -$13.54万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $88.93万 | 0.52% | 21,883 | -625 | -2.8% | -$2.54万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $95.83万 | 0.56% | 20,094 | 481 | 2.5% | $2.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $156.36万 | 0.91% | 4,192 | 3,420 | 443.0% | $127.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $161.60万 | 0.95% | 4,367 | 1,012 | 30.2% | $37.45万 | 加仓 |
| IEV | ISHARES TR | $165.70万 | 0.97% | 22,746 | -293 | -1.3% | -$2.13万 | 减仓 |
| IYW | ISHARES TR | $166.91万 | 0.98% | 6,617 | -12 | -0.2% | -$3,027 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $169.37万 | 0.99% | 58,466 | 3,108 | 5.6% | $9.00万 | 加仓 |
| EFV | ISHARES TR | $202.10万 | 1.18% | 26,401 | -331 | -1.2% | -$2.53万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $225.27万 | 1.32% | 47,575 | -11,252 | -19.1% | -$53.28万 | 减仓 |
| PULS | PGIM ETF TR | $251.80万 | 1.47% | 50,817 | 7,714 | 17.9% | $38.22万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $273.73万 | 1.60% | 27,621 | -319 | -1.1% | -$3.16万 | 减仓 |
| ESGU | ISHARES TR | $298.09万 | 1.74% | 18,213 | -153 | -0.8% | -$2.50万 | 减仓 |
| QUAL | ISHARES TR | $329.68万 | 1.93% | 15,025 | -2 | -0.0% | -$439 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $493.89万 | 2.89% | 57,665 | -779 | -1.3% | -$6.67万 | 减仓 |
| OEF | ISHARES TR | $512.69万 | 3.00% | 14,013 | -124 | -0.9% | -$4.54万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $552.80万 | 3.23% | 75,375 | 2,930 | 4.0% | $21.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $613.90万 | 3.59% | 121,588 | 1,530 | 1.3% | $7.72万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $697.49万 | 4.08% | 128,110 | 128,110 | — | $697.49万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $713.30万 | 4.17% | 55,692 | -575 | -1.0% | -$7.36万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $755.26万 | 4.42% | 91,502 | 7,677 | 9.2% | $63.37万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $789.65万 | 4.62% | 96,370 | -3,956 | -3.9% | -$32.42万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,068.99万 | 6.25% | 117,201 | 4,117 | 3.6% | $37.55万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,318.34万 | 7.71% | 150,016 | 116 | 0.1% | $1.02万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,429.06万 | 8.36% | 383,536 | 29,084 | 8.2% | $108.37万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $4,054.38万 | 23.72% | 450,687 | 1,069 | 0.2% | $9.62万 | 加仓 |