DRIVE WEALTH MANAGEMENT, LLC
LEHI UT · SEC CIK 0001952781
$5.61亿2026Q2 申报市值
459持仓数
31.8%前十大占比 · 第一大 5.2%
97 / 25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
BBUS 加仓+$461.32万
NVDA 加仓+$110.03万
PGR 加仓+$108.57万
AAPL 加仓+$107.41万
RLI 新建仓+$102.82万
2026Q2 卖出最多 按季末市值估算
IBDR 清仓-$306.44万
IVV 减仓-$272.15万
NUTX 清仓-$222.18万
VO 减仓-$166.85万
IBDS 清仓-$153.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,930.56万 | 5.22% | 411,307 | -4,345 | -1.0% | -$30.96万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2,731.29万 | 4.87% | 202,739 | 34,243 | 20.3% | $461.32万 | 加仓 |
| IVV | ISHARES TR | $2,722.88万 | 4.85% | 36,359 | -3,634 | -9.1% | -$272.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,069.73万 | 3.69% | 103,439 | 5,499 | 5.6% | $110.03万 | 加仓 |
| AAPL | APPLE INC | $1,813.10万 | 3.23% | 62,659 | 3,712 | 6.3% | $107.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,489.66万 | 2.66% | 249,567 | -2,864 | -1.1% | -$17.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,133.25万 | 2.02% | 30,380 | 563 | 1.9% | $21.00万 | 加仓 |
| AMZN | AMAZON COM INC | $1,012.07万 | 1.80% | 42,463 | 1,762 | 4.3% | $42.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,003.80万 | 1.79% | 124,587 | -20,709 | -14.3% | -$166.85万 | 减仓 |
| IJR | ISHARES TR | $945.05万 | 1.68% | 63,722 | 515 | 0.8% | $7.64万 | 加仓 |
| GOOGL | ALPHABET INC | $940.65万 | 1.68% | 26,321 | -244 | -0.9% | -$8.72万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $939.15万 | 1.67% | 180,919 | 1,367 | 0.8% | $7.10万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $800.94万 | 1.43% | 153,466 | 18,483 | 13.7% | $96.46万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $791.84万 | 1.41% | 374,924 | -21,587 | -5.4% | -$45.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $726.95万 | 1.30% | 14,528 | 948 | 7.0% | $47.44万 | 加仓 |
| AVGO | BROADCOM INC | $654.86万 | 1.17% | 17,335 | 1,133 | 7.0% | $42.80万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $635.16万 | 1.13% | 124,763 | 13,368 | 12.0% | $68.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $631.46万 | 1.13% | 5,471 | 175 | 3.3% | $20.20万 | 加仓 |
| GOOG | ALPHABET INC | $625.92万 | 1.12% | 17,715 | 826 | 4.9% | $29.19万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $598.39万 | 1.07% | 218,950 | 24,012 | 12.3% | $65.62万 | 加仓 |
| CAT | CATERPILLAR INC | $594.06万 | 1.06% | 5,579 | 204 | 3.8% | $21.72万 | 加仓 |
| TSLA | TESLA INC | $578.94万 | 1.03% | 13,765 | 1,012 | 7.9% | $42.56万 | 加仓 |
| META | META PLATFORMS INC | $555.88万 | 0.99% | 9,869 | -188 | -1.9% | -$10.59万 | 减仓 |
| EFV | ISHARES TR | $530.27万 | 0.95% | 69,271 | 238 | 0.3% | $1.82万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $449.07万 | 0.80% | 98,265 | -1,081 | -1.1% | -$4.94万 | 减仓 |
| — | EXXON MOBIL CORP | $442.42万 | 0.79% | 32,359 | 1,881 | 6.2% | $25.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $428.64万 | 0.76% | 7,379 | 155 | 2.1% | $9.00万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $411.53万 | 0.73% | 54,769 | -566 | -1.0% | -$4.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $411.16万 | 0.73% | 11,111 | -758 | -6.4% | -$28.05万 | 减仓 |
| TFLO | ISHARES TR | $399.53万 | 0.71% | 78,911 | 9,252 | 13.3% | $46.84万 | 加仓 |
| LLY | ELI LILLY & CO | $369.48万 | 0.66% | 3,080 | 128 | 4.3% | $15.36万 | 加仓 |
| WMT | WALMART INC | $361.41万 | 0.64% | 31,910 | 2,741 | 9.4% | $31.04万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $355.14万 | 0.63% | 72,657 | -1,731 | -2.3% | -$8.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $339.67万 | 0.61% | 10,377 | 929 | 9.8% | $30.41万 | 加仓 |
| V | VISA INC | $289.19万 | 0.52% | 8,429 | 757 | 9.9% | $25.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $288.20万 | 0.51% | 4,196 | 362 | 9.4% | $24.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $275.37万 | 0.49% | 44,805 | 2,409 | 5.7% | $14.81万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $273.05万 | 0.49% | 80,714 | 2,983 | 3.8% | $10.09万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $268.80万 | 0.48% | 35,536 | -799 | -2.2% | -$6.04万 | 减仓 |
| XSOE | WISDOMTREE TR | $260.81万 | 0.46% | 53,032 | -2,086 | -3.8% | -$10.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $249.56万 | 0.44% | 3,452 | 96 | 2.9% | $6.94万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $243.42万 | 0.43% | 71,333 | -1,861 | -2.5% | -$6.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $228.75万 | 0.41% | 2,997 | -17 | -0.6% | -$1.30万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $227.43万 | 0.41% | 81,575 | -1,083 | -1.3% | -$3.02万 | 减仓 |
| CSCO | CISCO SYS INC | $218.78万 | 0.39% | 18,626 | 620 | 3.4% | $7.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $218.37万 | 0.39% | 2,334 | 57 | 2.5% | $5.33万 | 加仓 |
| DGRO | ISHARES TR | $213.53万 | 0.38% | 28,174 | 42 | 0.1% | $3,183 | 加仓 |
| LRCX | LAM RESEARCH CORP | $212.78万 | 0.38% | 4,908 | 267 | 5.8% | $11.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $207.08万 | 0.37% | 4,328 | -28 | -0.6% | -$1.34万 | 减仓 |
| INTC | INTEL CORP | $203.77万 | 0.36% | 14,593 | 671 | 4.8% | $9.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $201.52万 | 0.36% | 11,050 | 4,198 | 61.3% | $76.56万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $201.43万 | 0.36% | 50,762 | -301 | -0.6% | -$1.19万 | 减仓 |
| CALF | PACER FDS TR | $185.37万 | 0.33% | 36,627 | -470 | -1.3% | -$2.38万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $185.19万 | 0.33% | 73,986 | -45,871 | -38.3% | -$114.81万 | 减仓 |
| WFC | WELLS FARGO & CO | $182.87万 | 0.33% | 22,128 | -589 | -2.6% | -$4.87万 | 减仓 |
| KLAC | KLA CORP | $180.34万 | 0.32% | 5,977 | 107 | 1.8% | $3.23万 | 加仓 |
| DE | DEERE & CO | $179.46万 | 0.32% | 2,822 | 2 | 0.1% | $1,272 | 加仓 |
| CVX | CHEVRON CORPORATION | $171.68万 | 0.31% | 10,357 | 709 | 7.3% | $11.75万 | 加仓 |
| ABBV | ABBVIE INC | $171.22万 | 0.31% | 6,804 | -33 | -0.5% | -$8,305 | 减仓 |
| BLK | BLACKROCK INC | $165.22万 | 0.29% | 1,718 | 56 | 3.4% | $5.39万 | 加仓 |
| PGR | PROGRESSIVE CORP | $163.31万 | 0.29% | 7,476 | 4,970 | 198.3% | $108.57万 | 加仓 |
| KO | COCA COLA CO | $157.83万 | 0.28% | 19,295 | 609 | 3.3% | $4.98万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $156.93万 | 0.28% | 38,950 | -21,112 | -35.2% | -$85.06万 | 减仓 |
| UNP | UNION PAC CORP | $151.99万 | 0.27% | 5,588 | 227 | 4.2% | $6.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $144.15万 | 0.26% | 2,806 | 259 | 10.2% | $13.31万 | 加仓 |
| MRK | MERCK & CO INC | $141.03万 | 0.25% | 10,904 | 1,892 | 21.0% | $24.47万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $139.68万 | 0.25% | 25,857 | -461 | -1.8% | -$2.49万 | 减仓 |
| SNDK | SANDISK CORP | $139.27万 | 0.25% | 613 | -68 | -10.0% | -$15.45万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $138.99万 | 0.25% | 30,183 | -18,559 | -38.1% | -$85.46万 | 减仓 |
| NEM | NEWMONT CORP | $138.62万 | 0.25% | 14,842 | 1,049 | 7.6% | $9.80万 | 加仓 |
| IBTG | ISHARES TR | $137.71万 | 0.25% | 60,164 | -112 | -0.2% | -$2,564 | 减仓 |
| GEV | GE VERNOVA INC | $135.25万 | 0.24% | 1,151 | 165 | 16.7% | $19.39万 | 加仓 |
| IBDV | ISHARES TR | $131.73万 | 0.23% | 60,425 | -546 | -0.9% | -$1.19万 | 减仓 |
| IBDW | ISHARES TR | $131.64万 | 0.23% | 63,169 | -232 | -0.4% | -$4,835 | 减仓 |
| APH | AMPHENOL CORP | $126.87万 | 0.23% | 7,185 | -121 | -1.7% | -$2.14万 | 减仓 |
| IBDU | ISHARES TR | $126.34万 | 0.23% | 54,549 | -186 | -0.3% | -$4,308 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $124.86万 | 0.22% | 4,192 | -100 | -2.3% | -$2.98万 | 减仓 |
| IBDT | ISHARES TR | $124.26万 | 0.22% | 49,213 | -99 | -0.2% | -$2,500 | 减仓 |
| GE | GE AEROSPACE | $122.14万 | 0.22% | 3,269 | -611 | -15.7% | -$22.83万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $122.04万 | 0.22% | 10,256 | 828 | 8.8% | $9.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $121.43万 | 0.22% | 4,782 | -404 | -7.8% | -$10.26万 | 减仓 |
| IHDG | WISDOMTREE TR | $121.19万 | 0.22% | 23,136 | -3,452 | -13.0% | -$18.08万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $119.72万 | 0.21% | 1,874 | 173 | 10.2% | $11.05万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $119.68万 | 0.21% | 7,045 | -108 | -1.5% | -$1.83万 | 减仓 |
| BAC | BANK OF AMER CORP | $116.83万 | 0.21% | 20,503 | 1,416 | 7.4% | $8.07万 | 加仓 |
| IAU | ISHARES GOLD TR | $114.77万 | 0.20% | 15,199 | 518 | 3.5% | $3.91万 | 加仓 |
| ORCL | ORACLE CORP | $112.29万 | 0.20% | 7,663 | 276 | 3.7% | $4.04万 | 加仓 |
| TXT | TEXTRON INC | $111.54万 | 0.20% | 12,157 | 738 | 6.5% | $6.77万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $109.34万 | 0.19% | 3,124 | -27 | -0.9% | -$9,450 | 减仓 |
| — | WISDOMTREE TR | $109.34万 | 0.19% | 22,493 | -812 | -3.5% | -$3.95万 | 减仓 |
| MCD | MCDONALDS CORP | $108.88万 | 0.19% | 4,028 | -814 | -16.8% | -$22.00万 | 减仓 |
| FIX | COMFORT SYS USA INC | $108.22万 | 0.19% | 546 | 189 | 52.9% | $37.46万 | 加仓 |
| CB | CHUBB LIMITED | $107.55万 | 0.19% | 3,148 | 724 | 29.9% | $24.74万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $106.01万 | 0.19% | 39,192 | 1,017 | 2.7% | $2.75万 | 加仓 |
| RTX | RTX CORPORATION | $105.01万 | 0.19% | 5,535 | 104 | 1.9% | $1.97万 | 加仓 |
| KVUE | KENVUE INC | $104.91万 | 0.19% | 54,898 | 1,850 | 3.5% | $3.54万 | 加仓 |
| RLI | RLI CORP | $102.82万 | 0.18% | 17,407 | 17,407 | — | $102.82万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $101.20万 | 0.18% | 14,002 | -816 | -5.5% | -$5.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $101.01万 | 0.18% | 999 | 71 | 7.7% | $7.18万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $98.43万 | 0.18% | 17,894 | 3 | 0.0% | $165 | 加仓 |