WPWealth LLP
FORT WORTH TX · SEC CIK 0001950118
$6.74亿2026Q2 申报市值
103持仓数
79.2%前十大占比 · 第一大 14.0%
9 / 4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
DFCF 加仓+$263.57万
INNOVATOR ETFS T 新建仓+$111.56万
DIMENSIONAL ETF 加仓+$102.40万
SGVT 加仓+$37.56万
MU 新建仓+$27.82万
2026Q2 卖出最多 按季末市值估算
DFGP 减仓-$606.39万
DFIC 减仓-$582.83万
DFUV 减仓-$291.09万
DFLV 减仓-$281.46万
DIMENSIONAL ETF 减仓-$229.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $9,443.04万 | 14.01% | 1,826,859 | -35,243 | -1.9% | -$182.17万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,803.29万 | 13.06% | 2,362,665 | -156,422 | -6.2% | -$582.83万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $8,694.20万 | 12.90% | 2,059,749 | 62,442 | 3.1% | $263.57万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $5,863.08万 | 8.70% | 1,076,585 | -111,346 | -9.4% | -$606.39万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,676.36万 | 8.42% | 1,188,766 | -21,133 | -1.7% | -$100.91万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,316.19万 | 4.92% | 824,717 | -48,689 | -5.6% | -$195.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,012.07万 | 4.47% | 547,549 | -52,915 | -8.8% | -$291.09万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,983.26万 | 4.43% | 754,491 | -71,184 | -8.6% | -$281.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,901.06万 | 4.30% | 695,197 | 24,539 | 3.7% | $102.40万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,688.12万 | 3.99% | 927,899 | -35,376 | -3.7% | -$102.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,090.76万 | 3.10% | 253,917 | -7,122 | -2.7% | -$58.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,763.76万 | 2.62% | 252,326 | -32,766 | -11.5% | -$229.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $611.57万 | 0.91% | 137,866 | 4,147 | 3.1% | $18.40万 | 加仓 |
| AAPL | APPLE INC | $602.47万 | 0.89% | 20,821 | -6,055 | -22.5% | -$175.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $593.02万 | 0.88% | 7,941 | -206 | -2.5% | -$15.38万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $460.03万 | 0.68% | 99,124 | -711 | -0.7% | -$3.30万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $418.51万 | 0.62% | 113,602 | 1,771 | 1.6% | $6.52万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $349.79万 | 0.52% | 82,889 | -34,524 | -29.4% | -$145.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $332.92万 | 0.49% | 8,997 | 1 | 0.0% | $370 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $283.17万 | 0.42% | 59,279 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $265.99万 | 0.39% | 64,404 | -27,972 | -30.3% | -$115.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $263.98万 | 0.39% | 13,193 | -1,506 | -10.2% | -$30.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $231.88万 | 0.34% | 4,634 | -220 | -4.5% | -$11.01万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $224.58万 | 0.33% | 58,977 | -29,376 | -33.2% | -$111.86万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $200.40万 | 0.30% | 54,176 | -12,421 | -18.7% | -$45.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $174.90万 | 0.26% | 21,334 | 1,920 | 9.9% | $15.74万 | 加仓 |
| AMZN | AMAZON COM INC | $172.69万 | 0.26% | 7,245 | 475 | 7.0% | $11.32万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $163.60万 | 0.24% | 49,263 | -1,966 | -3.8% | -$6.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $162.80万 | 0.24% | 52,053 | -10,989 | -17.4% | -$34.37万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $147.33万 | 0.22% | 30,480 | 2,052 | 7.2% | $9.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $143.12万 | 0.21% | 54,709 | -1,935 | -3.4% | -$5.06万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $137.34万 | 0.20% | 39,207 | -7,895 | -16.8% | -$27.66万 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $136.42万 | 0.20% | 16,590 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $134.82万 | 0.20% | 28,913 | 73 | 0.3% | $3,404 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $131.35万 | 0.19% | 38,327 | 201 | 0.5% | $6,888 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $130.45万 | 0.19% | 30,176 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $128.15万 | 0.19% | 2,206 | -10 | -0.5% | -$5,809 | 减仓 |
| — | EXXON MOBIL CORP | $120.14万 | 0.18% | 8,787 | -441 | -4.8% | -$6.03万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $119.56万 | 0.18% | 26,958 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $117.38万 | 0.17% | 35,669 | -12,548 | -26.0% | -$41.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $111.61万 | 0.17% | 2,992 | 32 | 1.1% | $1.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $111.56万 | 0.17% | 55,226 | 55,226 | — | $111.56万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $106.31万 | 0.16% | 34,099 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $105.17万 | 0.16% | 12,835 | 23 | 0.2% | $1,885 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $99.99万 | 0.15% | 9,926 | 3,728 | 60.1% | $37.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $93.73万 | 0.14% | 1,273 | 32 | 2.6% | $2.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $93.47万 | 0.14% | 25,965 | -3,084 | -10.6% | -$11.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $92.05万 | 0.14% | 26,952 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $79.46万 | 0.12% | 25,047 | -12,308 | -32.9% | -$39.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $79.23万 | 0.12% | 19,434 | -3,428 | -15.0% | -$13.98万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $73.52万 | 0.11% | 14,479 | 673 | 4.9% | $3.42万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $70.34万 | 0.10% | 15,597 | 135 | 0.9% | $6,089 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $70.30万 | 0.10% | 15,320 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $68.82万 | 0.10% | 14,137 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $68.62万 | 0.10% | 26,407 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $67.97万 | 0.10% | 16,150 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $64.73万 | 0.10% | 32,397 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $62.97万 | 0.09% | 4,610 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $60.08万 | 0.09% | 11,529 | 71 | 0.6% | $3,700 | 加仓 |
| VDE | VANGUARD WORLD FD | $59.26万 | 0.09% | 3,947 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.95万 | 0.09% | 18,871 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.32万 | 0.09% | 1,632 | -126 | -7.2% | -$4.50万 | 减仓 |
| WMT | WALMART INC | $54.14万 | 0.08% | 4,780 | -529 | -10.0% | -$5.99万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $50.81万 | 0.08% | 9,582 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $48.79万 | 0.07% | 8,466 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $48.00万 | 0.07% | 10,137 | -6,645 | -39.6% | -$31.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $47.41万 | 0.07% | 2,860 | -259 | -8.3% | -$4.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $46.66万 | 0.07% | 679 | 67 | 10.9% | $4.60万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $45.03万 | 0.07% | 8,454 | 24 | 0.3% | $1,278 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $44.92万 | 0.07% | 882 | -29 | -3.2% | -$1.48万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $44.72万 | 0.07% | 9,037 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $43.90万 | 0.07% | 10,194 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $43.48万 | 0.06% | 1,151 | -93 | -7.5% | -$3.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $43.07万 | 0.06% | 12,448 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.98万 | 0.06% | 358 | 155 | 76.4% | $18.61万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $42.65万 | 0.06% | 1,303 | 39 | 3.1% | $1.28万 | 加仓 |
| GOOG | ALPHABET INC | $42.47万 | 0.06% | 1,202 | 28 | 2.4% | $9,893 | 加仓 |
| TSLA | TESLA INC | $41.39万 | 0.06% | 984 | 272 | 38.2% | $11.44万 | 加仓 |
| GLD | SPDR GOLD TR | $41.37万 | 0.06% | 1,123 | -1,391 | -55.3% | -$51.24万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $41.03万 | 0.06% | 23,025 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $40.43万 | 0.06% | 8,457 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $39.44万 | 0.06% | 1,471 | -1 | -0.1% | -$268 | 减仓 |
| TXN | TEXAS INSTRS INC | $34.93万 | 0.05% | 1,172 | -29 | -2.4% | -$8,644 | 减仓 |
| AXON | AXON ENTERPRISE INC | $33.92万 | 0.05% | 605 | -8 | -1.3% | -$4,485 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.77万 | 0.05% | 9,186 | 0 | 0.0% | — | 不变 |
| UDEC | INNOVATOR ETFS TRUST | $31.34万 | 0.05% | 7,520 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $29.97万 | 0.04% | 11,241 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.29万 | 0.04% | 3,669 | 14 | 0.4% | $1,080 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.82万 | 0.04% | 241 | 241 | — | $27.82万 | 新建仓 |
| DGRW | WISDOMTREE TR | $27.15万 | 0.04% | 2,839 | -196 | -6.5% | -$1.87万 | 减仓 |
| HON | HONEYWELL INTL INC | $26.87万 | 0.04% | 1,200 | -1,250 | -51.0% | -$27.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.58万 | 0.04% | 9,645 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $26.53万 | 0.04% | 1,200 | 1,200 | — | $26.53万 | 新建仓 |
| META | META PLATFORMS INC | $25.65万 | 0.04% | 455 | -108 | -19.2% | -$6.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.13万 | 0.04% | 1,062 | 33 | 3.2% | $7,808 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $23.87万 | 0.04% | 4,884 | 24 | 0.5% | $1,173 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.24万 | 0.03% | 6,057 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $21.63万 | 0.03% | 414 | 414 | — | $21.63万 | 新建仓 |
| IVV | ISHARES TR | $21.50万 | 0.03% | 287 | 287 | — | $21.50万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $20.72万 | 0.03% | 5,098 | 5,098 | — | $20.72万 | 新建仓 |