WPWealth LLP
FORT WORTH TX · SEC CIK 0001950118
$6.54亿2026Q1 申报市值
97持仓数
79.2%前十大占比 · 第一大 13.7%
4 / 2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
DFAU 加仓+$437.85万
DFGP 加仓+$321.95万
DIMENSIONAL ETF 加仓+$236.23万
PAPR 加仓+$220.61万
DFSD 加仓+$185.71万
2026Q1 卖出最多 按季末市值估算
DFLV 减仓-$218.03万
PJUL 清仓-$190.36万
DIMENSIONAL ETF 减仓-$67.87万
PSEP 减仓-$66.19万
PNOV 减仓-$62.46万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | $8,950.32万 | 13.68% | 2,519,087 | -443 | -0.0% | -$1.57万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $8,432.63万 | 12.89% | 1,997,307 | 10,387 | 0.5% | $43.85万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $8,401.80万 | 12.84% | 1,862,102 | 97,042 | 5.5% | $437.85万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $6,413.64万 | 9.80% | 1,187,931 | 59,631 | 5.3% | $321.95万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,793.00万 | 8.85% | 1,209,899 | 38,786 | 3.3% | $185.71万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,957.35万 | 4.52% | 873,406 | 8,872 | 1.0% | $30.04万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,948.48万 | 4.51% | 825,675 | -61,055 | -6.9% | -$218.03万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,909.85万 | 4.45% | 600,464 | 20,176 | 3.5% | $97.77万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,560.39万 | 3.91% | 963,275 | 31,818 | 3.4% | $84.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,465.34万 | 3.77% | 670,658 | 64,264 | 10.6% | $236.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,856.77万 | 2.84% | 261,039 | 18,268 | 7.5% | $129.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,780.40万 | 2.72% | 285,092 | -10,868 | -3.7% | -$67.87万 | 减仓 |
| AAPL | APPLE INC | $682.08万 | 1.04% | 26,876 | 105 | 0.4% | $2.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $529.86万 | 0.81% | 8,147 | -176 | -2.1% | -$11.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $519.63万 | 0.79% | 133,719 | -1,404 | -1.0% | -$5.46万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $467.30万 | 0.71% | 117,413 | 55,429 | 89.4% | $220.61万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $430.39万 | 0.66% | 99,835 | -12,977 | -11.5% | -$55.94万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $379.89万 | 0.58% | 111,831 | 141 | 0.1% | $4,790 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $368.95万 | 0.56% | 92,376 | -6,716 | -6.8% | -$26.82万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $320.54万 | 0.49% | 88,353 | -11,615 | -11.6% | -$42.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $288.59万 | 0.44% | 8,996 | 321 | 3.7% | $10.30万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $264.50万 | 0.40% | 59,279 | 12,560 | 26.9% | $56.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $256.36万 | 0.39% | 14,699 | 410 | 2.9% | $7.15万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $233.42万 | 0.36% | 66,597 | -138 | -0.2% | -$4,837 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.60万 | 0.36% | 4,854 | -16 | -0.3% | -$7,667 | 减仓 |
| — | INNOVATOR ETFS TRUST | $187.93万 | 0.29% | 63,042 | -1,550 | -2.4% | -$4.62万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $162.24万 | 0.25% | 51,229 | -3,951 | -7.2% | -$12.51万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $158.59万 | 0.24% | 47,102 | 6,375 | 15.7% | $21.46万 | 加仓 |
| — | EXXON MOBIL CORP | $156.56万 | 0.24% | 9,228 | 19 | 0.2% | $3,224 | 加仓 |
| — | INNOVATOR ETFS TRUST | $144.07万 | 0.22% | 48,217 | -488 | -1.0% | -$1.46万 | 减仓 |
| AMZN | AMAZON COM INC | $141.01万 | 0.22% | 6,770 | -63 | -0.9% | -$1.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $139.93万 | 0.21% | 19,414 | -79 | -0.4% | -$5,694 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $136.26万 | 0.21% | 28,428 | 2,217 | 8.5% | $10.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $133.96万 | 0.20% | 56,644 | 6,198 | 12.3% | $14.66万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $127.59万 | 0.20% | 38,126 | 3,716 | 10.8% | $12.44万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $126.22万 | 0.19% | 30,176 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $123.26万 | 0.19% | 16,590 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $118.51万 | 0.18% | 28,840 | -1,801 | -5.9% | -$7.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $112.56万 | 0.17% | 37,355 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $110.15万 | 0.17% | 26,958 | -15,287 | -36.2% | -$62.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $109.57万 | 0.17% | 2,960 | -94 | -3.1% | -$3.48万 | 减仓 |
| GLD | SPDR GOLD TR | $108.17万 | 0.17% | 2,514 | 13 | 0.5% | $5,594 | 加仓 |
| — | INNOVATOR ETFS TRUST | $100.33万 | 0.15% | 34,099 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $98.56万 | 0.15% | 29,049 | -2,455 | -7.8% | -$8.33万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $90.85万 | 0.14% | 12,812 | 12,812 | — | $90.85万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $87.55万 | 0.13% | 22,862 | -3,174 | -12.2% | -$12.16万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.11万 | 0.13% | 26,952 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $75.31万 | 0.12% | 16,782 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $71.62万 | 0.11% | 1,241 | -66 | -5.0% | -$3.81万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $70.01万 | 0.11% | 13,806 | 13,806 | — | $70.01万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $68.30万 | 0.10% | 3,947 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $67.05万 | 0.10% | 26,407 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $65.98万 | 0.10% | 5,309 | -115 | -2.1% | -$1.43万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $65.56万 | 0.10% | 15,462 | 61 | 0.4% | $2,586 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $65.39万 | 0.10% | 14,137 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $65.11万 | 0.10% | 15,320 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $64.53万 | 0.10% | 3,119 | -191 | -5.8% | -$3.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $63.54万 | 0.10% | 16,150 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $62.43万 | 0.10% | 6,198 | 6,198 | — | $62.43万 | 新建仓 |
| DFSB | DIMENSIONAL ETF TRUST | $59.29万 | 0.09% | 11,458 | 1 | 0.0% | $52 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.40万 | 0.09% | 18,871 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $55.77万 | 0.09% | 4,610 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $55.38万 | 0.08% | 2,450 | 6 | 0.2% | $1,356 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.04万 | 0.08% | 911 | -201 | -18.1% | -$12.14万 | 减仓 |
| GOOGL | ALPHABET INC | $50.55万 | 0.08% | 1,758 | -92 | -5.0% | -$2.65万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $49.57万 | 0.08% | 32,397 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $45.98万 | 0.07% | 9,582 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $45.08万 | 0.07% | 2,216 | 17 | 0.8% | $3,458 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $44.44万 | 0.07% | 8,466 | 1,654 | 24.3% | $8.68万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $41.69万 | 0.06% | 9,037 | -1,755 | -16.3% | -$8.10万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $41.29万 | 0.06% | 8,430 | 585 | 7.5% | $2.87万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $41.17万 | 0.06% | 23,025 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $40.88万 | 0.06% | 10,194 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $40.82万 | 0.06% | 12,448 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $39.91万 | 0.06% | 841 | 2 | 0.2% | $949 | 加仓 |
| AVGO | BROADCOM INC | $38.50万 | 0.06% | 1,244 | -71 | -5.4% | -$2.20万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $37.50万 | 0.06% | 637 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.19万 | 0.06% | 1,264 | -37 | -2.8% | -$1.09万 | 减仓 |
| TRGP | TARGA RES CORP | $36.91万 | 0.06% | 1,472 | -1 | -0.1% | -$251 | 减仓 |
| VOO | VANGUARD INDEX FDS | $36.59万 | 0.06% | 612 | 190 | 45.0% | $11.36万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $36.38万 | 0.06% | 8,457 | -2,122 | -20.1% | -$9.13万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.76万 | 0.05% | 9,186 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.68万 | 0.05% | 1,174 | -8 | -0.7% | -$2,295 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $32.54万 | 0.05% | 11,241 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.21万 | 0.05% | 563 | -11 | -1.9% | -$6,293 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $30.24万 | 0.05% | 7,022 | -15,372 | -68.6% | -$66.19万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $29.21万 | 0.04% | 7,520 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $26.66万 | 0.04% | 3,035 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.47万 | 0.04% | 712 | 16 | 2.3% | $5,948 | 加仓 |
| AXON | AXON ENTERPRISE INC | $26.03万 | 0.04% | 613 | 4 | 0.7% | $1,699 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.77万 | 0.04% | 9,645 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.68万 | 0.04% | 3,655 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $23.32万 | 0.04% | 1,201 | 4 | 0.3% | $777 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.13万 | 0.03% | 1,029 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.01万 | 0.03% | 6,057 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $20.59万 | 0.03% | 4,860 | 17 | 0.4% | $720 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.20万 | 0.03% | 203 | 203 | — | $20.20万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -41,000 | -100.0% | -$190.36万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -706 | -100.0% | -$20.91万 | 清仓 |