GRAND WEALTH MANAGEMENT, LLC
GRAND RAPIDS MI · SEC CIK 0001939443
$2.12亿2026Q1 申报市值
87持仓数
82.3%前十大占比 · 第一大 33.8%
14 / 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
DFGP 加仓+$130.40万
VCRB 加仓+$77.29万
MSFT 加仓+$43.22万
VCSH 加仓+$36.62万
DIMENSIONAL ETF 加仓+$35.58万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$919.06万
DFAX 减仓-$157.18万
AVEM 减仓-$64.68万
DFIC 减仓-$57.96万
IEMG 减仓-$37.34万
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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,256 | -100.0% | -$17.73万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -918 | -100.0% | -$11.16万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -542 | -100.0% | -$5.20万 | 清仓 |
| RWR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -520 | -100.0% | -$5.11万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -182 | -100.0% | -$2.01万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -208 | -100.0% | -$2.00万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -641 | -100.0% | -$1.98万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,017 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -4 | -100.0% | -$1,001 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$571 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$429 | 清仓 |
| KRE | SPDR SERIES TRUST | $1,401 | 0.00% | 22 | 22 | — | $1,401 | 新建仓 |
| XAR | SPDR SERIES TRUST | $2,032 | 0.00% | 8 | 8 | — | $2,032 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $2,761 | 0.00% | 37 | 37 | — | $2,761 | 新建仓 |
| SOXX | ISHARES TR | $4,930 | 0.00% | 15 | 15 | — | $4,930 | 新建仓 |
| EFG | ISHARES TR | $6,699 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $7,952 | 0.00% | 25 | -4 | -13.8% | -$1,272 | 减仓 |
| IVW | ISHARES TR | $8,565 | 0.00% | 76 | -14 | -15.6% | -$1,578 | 减仓 |
| QUAL | ISHARES TR | $9,207 | 0.00% | 48 | -4 | -7.7% | -$767 | 减仓 |
| SUSA | ISHARES TR | $9,775 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.19万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1.22万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1.22万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1.32万 | 0.01% | 178 | -18 | -9.2% | -$1,338 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.33万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $1.40万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $1.41万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $1.50万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.75万 | 0.01% | 68 | -3 | -4.2% | -$772 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2.01万 | 0.01% | 563 | 1 | 0.2% | $36 | 加仓 |
| IWO | ISHARES TR | $2.10万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $2.14万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $2.75万 | 0.01% | 130 | -10 | -7.1% | -$2,112 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2.75万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $3.13万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $3.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $4.74万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.76万 | 0.02% | 841 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $4.99万 | 0.02% | 675 | -193 | -22.2% | -$1.43万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5.27万 | 0.02% | 1,249 | -10 | -0.8% | -$422 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5.38万 | 0.03% | 1,590 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $6.72万 | 0.03% | 686 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.52万 | 0.04% | 434 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $8.66万 | 0.04% | 1,095 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $10.27万 | 0.05% | 2,025 | -611 | -23.2% | -$3.10万 | 减仓 |
| IWN | ISHARES TR | $14.33万 | 0.07% | 756 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $14.63万 | 0.07% | 335 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $17.35万 | 0.08% | 3,581 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $20.07万 | 0.09% | 4,019 | -1,379 | -25.5% | -$6.89万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $20.62万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $20.76万 | 0.10% | 818 | 818 | — | $20.76万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.80万 | 0.10% | 2,412 | 2,412 | — | $21.80万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.93万 | 0.10% | 746 | 746 | — | $21.93万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.04万 | 0.10% | 2,840 | 2,840 | — | $22.04万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.53万 | 0.11% | 922 | 922 | — | $22.53万 | 新建仓 |
| ETN | EATON CORP PLC | $23.61万 | 0.11% | 660 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $25.08万 | 0.12% | 1,015 | 1,015 | — | $25.08万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.13万 | 0.12% | 525 | 525 | — | $25.13万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.44万 | 0.12% | 6,724 | 6,724 | — | $25.44万 | 新建仓 |
| SUSB | ISHARES TR | $26.01万 | 0.12% | 10,376 | 115 | 1.1% | $2,882 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $26.58万 | 0.13% | 5,067 | 516 | 11.3% | $2.71万 | 加仓 |
| WMT | WALMART INC | $27.01万 | 0.13% | 2,173 | 2,173 | — | $27.01万 | 新建仓 |
| CAT | CATERPILLAR INC | $27.70万 | 0.13% | 391 | 391 | — | $27.70万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $28.29万 | 0.13% | 490 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $29.27万 | 0.14% | 6,225 | 11 | 0.2% | $517 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $29.37万 | 0.14% | 7,148 | 2 | 0.0% | $82 | 加仓 |
| COR | CENCORA INC | $31.41万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $31.73万 | 0.15% | 3,068 | -1,130 | -26.9% | -$11.69万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $33.05万 | 0.16% | 2,992 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $35.47万 | 0.17% | 543 | -2 | -0.4% | -$1,306 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $36.14万 | 0.17% | 6,984 | 153 | 2.2% | $7,916 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $37.50万 | 0.18% | 8,850 | 1,734 | 24.4% | $7.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $42.26万 | 0.20% | 1,945 | 11 | 0.6% | $2,390 | 加仓 |
| IEFA | ISHARES TR | $46.67万 | 0.22% | 5,156 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $62.55万 | 0.29% | 12,500 | -4,405 | -26.1% | -$22.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $69.94万 | 0.33% | 1,890 | 1,168 | 161.8% | $43.22万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $81.11万 | 0.38% | 19,131 | 1,882 | 10.9% | $7.98万 | 加仓 |
| IGSB | ISHARES TR | $89.06万 | 0.42% | 16,944 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $107.41万 | 0.51% | 25,857 | -169 | -0.6% | -$7,020 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $109.11万 | 0.51% | 17,471 | -32 | -0.2% | -$1,998 | 减仓 |
| EAGG | ISHARES TR | $115.41万 | 0.54% | 24,271 | -176 | -0.7% | -$8,369 | 减仓 |
| VTI | VANGUARD INDEX FDS | $160.68万 | 0.76% | 5,009 | 34 | 0.7% | $1.09万 | 加仓 |
| MUB | ISHARES TR | $170.92万 | 0.80% | 16,102 | -2,118 | -11.6% | -$22.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $175.34万 | 0.83% | 24,326 | -549 | -2.2% | -$3.96万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $377.97万 | 1.78% | 109,397 | -9,834 | -8.2% | -$33.98万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $416.55万 | 1.96% | 83,493 | -2,522 | -2.9% | -$12.58万 | 减仓 |
| IEMG | ISHARES INC | $453.71万 | 2.14% | 65,048 | -5,354 | -7.6% | -$37.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $482.99万 | 2.27% | 204,225 | 15,044 | 8.0% | $35.58万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $647.21万 | 3.05% | 81,646 | 4,620 | 6.0% | $36.62万 | 加仓 |
| ITOT | ISHARES TR | $694.43万 | 3.27% | 48,756 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $707.69万 | 3.33% | 91,457 | 9,988 | 12.3% | $77.29万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $769.57万 | 3.62% | 216,596 | -16,314 | -7.0% | -$57.96万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $976.39万 | 4.60% | 180,846 | 24,152 | 15.4% | $130.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,244.57万 | 5.86% | 154,452 | -8,027 | -4.9% | -$64.68万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,441.34万 | 6.78% | 129,640 | 337 | 0.3% | $3.75万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,549.73万 | 7.29% | 456,204 | -46,269 | -9.2% | -$157.18万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,280.49万 | 10.73% | 268,799 | -3,409 | -1.3% | -$28.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,185.78万 | 33.82% | 1,849,146 | -236,505 | -11.3% | -$919.06万 | 减仓 |