GRAND WEALTH MANAGEMENT, LLC
GRAND RAPIDS MI · SEC CIK 0001939443
$2.40亿2026Q2 申报市值
49持仓数
82.8%前十大占比 · 第一大 34.6%
2 / 40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
AVDE 加仓+$266.61万
DIMENSIONAL ETF 加仓+$106.78万
VCRB 加仓+$96.96万
VCSH 加仓+$92.74万
DFGP 加仓+$87.50万
2026Q2 卖出最多 按季末市值估算
AVUS 减仓-$81.70万
DFEM 减仓-$51.71万
DFIC 减仓-$50.83万
DFAX 减仓-$37.51万
EPD 清仓-$25.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,309.60万 | 34.63% | 1,873,218 | 24,072 | 1.3% | $106.78万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,664.30万 | 11.10% | 298,688 | 29,889 | 11.1% | $266.61万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,643.15万 | 6.85% | 446,022 | -10,182 | -2.2% | -$37.51万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,578.73万 | 6.58% | 123,261 | -6,379 | -4.9% | -$81.70万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,525.86万 | 6.36% | 158,136 | 3,684 | 2.4% | $35.55万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,072.38万 | 4.47% | 196,912 | 16,066 | 8.9% | $87.50万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $803.31万 | 3.35% | 104,011 | 12,554 | 13.7% | $96.96万 | 加仓 |
| ITOT | ISHARES TR | $783.49万 | 3.27% | 47,695 | -1,061 | -2.2% | -$17.43万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $756.21万 | 3.15% | 202,954 | -13,642 | -6.3% | -$50.83万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $737.99万 | 3.08% | 93,381 | 11,735 | 14.4% | $92.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $572.67万 | 2.39% | 218,910 | 14,685 | 7.2% | $38.42万 | 加仓 |
| IEMG | ISHARES INC | $525.95万 | 2.19% | 63,490 | -1,558 | -2.4% | -$12.91万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $500.44万 | 2.09% | 98,941 | 15,448 | 18.5% | $78.14万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $392.87万 | 1.64% | 96,672 | -12,725 | -11.6% | -$51.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $197.32万 | 0.82% | 24,069 | -257 | -1.1% | -$2.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $197.06万 | 0.82% | 5,325 | 316 | 6.3% | $11.69万 | 加仓 |
| MUB | ISHARES TR | $173.29万 | 0.72% | 16,102 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $141.19万 | 0.59% | 26,940 | 9,996 | 59.0% | $52.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $121.64万 | 0.51% | 17,402 | -69 | -0.4% | -$4,823 | 减仓 |
| EAGG | ISHARES TR | $117.18万 | 0.49% | 24,717 | 446 | 1.8% | $2.11万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $106.18万 | 0.44% | 25,640 | -217 | -0.8% | -$8,986 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $104.26万 | 0.43% | 23,118 | 3,987 | 20.8% | $17.98万 | 加仓 |
| IAGG | ISHARES TR | $60.20万 | 0.25% | 11,898 | -602 | -4.8% | -$3.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $58.12万 | 0.24% | 1,558 | -332 | -17.6% | -$12.38万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $52.27万 | 0.22% | 10,693 | 1,843 | 20.8% | $9.01万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $52.10万 | 0.22% | 11,173 | 4,025 | 56.3% | $18.77万 | 加仓 |
| STIP | ISHARES TR | $49.88万 | 0.21% | 4,883 | 1,815 | 59.2% | $18.54万 | 加仓 |
| IEFA | ISHARES TR | $49.48万 | 0.21% | 5,124 | -32 | -0.6% | -$3,090 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $48.02万 | 0.20% | 9,214 | 2,230 | 31.9% | $11.62万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $47.40万 | 0.20% | 1,951 | 6 | 0.3% | $1,458 | 加仓 |
| IVV | ISHARES TR | $40.66万 | 0.17% | 543 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $37.33万 | 0.16% | 2,992 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $36.83万 | 0.15% | 6,585 | 360 | 5.8% | $2.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.09万 | 0.15% | 490 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.57万 | 0.15% | 334 | -57 | -14.6% | -$6.07万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $33.54万 | 0.14% | 6,605 | 4,580 | 226.2% | $23.26万 | 加仓 |
| GLW | CORNING INC | $30.14万 | 0.13% | 1,180 | 1,180 | — | $30.14万 | 新建仓 |
| KLAC | KLA CORP | $29.78万 | 0.12% | 987 | 987 | — | $29.78万 | 新建仓 |
| COR | CENCORA INC | $28.38万 | 0.12% | 1,003 | 3 | 0.3% | $849 | 加仓 |
| ETN | EATON CORP PLC | $28.38万 | 0.12% | 666 | 6 | 0.9% | $2,557 | 加仓 |
| AAPL | APPLE INC | $26.68万 | 0.11% | 922 | 104 | 12.7% | $3.01万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $26.55万 | 0.11% | 4,954 | -113 | -2.2% | -$6,056 | 减仓 |
| SUSB | ISHARES TR | $26.08万 | 0.11% | 10,438 | 62 | 0.6% | $1,549 | 加仓 |
| VLO | VALERO ENERGY CORP | $25.39万 | 0.11% | 975 | -40 | -3.9% | -$1.04万 | 减仓 |
| WMT | WALMART INC | $24.35万 | 0.10% | 2,150 | -23 | -1.1% | -$2,605 | 减仓 |
| CSCO | CISCO SYS INC | $23.32万 | 0.10% | 1,985 | -855 | -30.1% | -$10.04万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $22.37万 | 0.09% | 2,800 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.06万 | 0.08% | 790 | -132 | -14.3% | -$3.35万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $20.02万 | 0.08% | 3,985 | -34 | -0.8% | -$1,708 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -6,724 | -100.0% | -$25.44万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -525 | -100.0% | -$25.13万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -746 | -100.0% | -$21.93万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,412 | -100.0% | -$21.80万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,581 | -100.0% | -$17.35万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,010 | -100.0% | -$14.63万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -756 | -100.0% | -$14.33万 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,095 | -100.0% | -$8.66万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -434 | -100.0% | -$8.52万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -686 | -100.0% | -$6.72万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,590 | -100.0% | -$5.38万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,249 | -100.0% | -$5.27万 | 清仓 |
| AVSU | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -675 | -100.0% | -$4.99万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -841 | -100.0% | -$4.76万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,050 | -100.0% | -$4.74万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -148 | -100.0% | -$3.16万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -252 | -100.0% | -$3.13万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -91 | -100.0% | -$2.75万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -130 | -100.0% | -$2.75万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -116 | -100.0% | -$2.14万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -67 | -100.0% | -$2.10万 | 清仓 |
| DFEV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -563 | -100.0% | -$2.01万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -68 | -100.0% | -$1.75万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -191 | -100.0% | -$1.50万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -147 | -100.0% | -$1.41万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -99 | -100.0% | -$1.40万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -121 | -100.0% | -$1.33万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -178 | -100.0% | -$1.32万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -180 | -100.0% | -$1.22万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -67 | -100.0% | -$1.22万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -127 | -100.0% | -$1.19万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -74 | -100.0% | -$9,775 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -48 | -100.0% | -$9,207 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -76 | -100.0% | -$8,565 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -25 | -100.0% | -$7,952 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -60 | -100.0% | -$6,699 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$4,930 | 清仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -37 | -100.0% | -$2,761 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8 | -100.0% | -$2,032 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22 | -100.0% | -$1,401 | 清仓 |