Meredith Wealth Planning
MARYVILLE IL · SEC CIK 0001956471
$4.24亿2026Q2 申报市值
74持仓数
76.6%前十大占比 · 第一大 17.3%
4 / 2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
AMERICAN CENTY E 加仓+$667.23万
AVGE 加仓+$184.84万
VBIL 加仓+$178.38万
DFGP 加仓+$166.29万
DFCF 加仓+$106.74万
2026Q2 卖出最多 按季末市值估算
VTEB 清仓-$174.36万
VTI 减仓-$44.18万
AVUV 减仓-$43.90万
DIMENSIONAL ETF 减仓-$43.22万
VDE 清仓-$21.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -34,948 | -100.0% | -$174.36万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,224 | -100.0% | -$21.18万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.79万 | 0.05% | 6,890 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $21.07万 | 0.05% | 845 | 845 | — | $21.07万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $21.87万 | 0.05% | 636 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.32万 | 0.06% | 466 | -46 | -9.0% | -$2.30万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $23.67万 | 0.06% | 1,198 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $23.91万 | 0.06% | 561 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLESLEY INCOME FD | $24.97万 | 0.06% | 3,300 | 3,300 | — | $24.97万 | 新建仓 |
| DE | DEERE & CO | $25.41万 | 0.06% | 401 | 1 | 0.2% | $634 | 加仓 |
| AVGO | BROADCOM INC | $26.44万 | 0.06% | 700 | -136 | -16.3% | -$5.14万 | 减仓 |
| IBDS | ISHARES TR | $29.36万 | 0.07% | 12,124 | 128 | 1.1% | $3,100 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $30.59万 | 0.07% | 6,081 | 6,081 | — | $30.59万 | 新建仓 |
| HBT | HBT FINL INC. | $30.69万 | 0.07% | 9,594 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.36万 | 0.07% | 1,160 | 1 | 0.1% | $270 | 加仓 |
| MLPA | GLOBAL X FDS | $31.64万 | 0.07% | 5,961 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $33.33万 | 0.08% | 4,197 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.16万 | 0.08% | 1,447 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.95万 | 0.09% | 4,140 | -415 | -9.1% | -$4.00万 | 减仓 |
| IVV | ISHARES TR | $40.17万 | 0.09% | 536 | 66 | 14.0% | $4.95万 | 加仓 |
| FIX | COMFORT SYS USA INC | $41.45万 | 0.10% | 209 | 63 | 43.2% | $12.50万 | 加仓 |
| LLY | ELI LILLY & CO | $41.76万 | 0.10% | 348 | -7 | -2.0% | -$8,401 | 减仓 |
| IEMG | ISHARES INC | $42.51万 | 0.10% | 5,132 | -461 | -8.2% | -$3.82万 | 减仓 |
| HUT | HUT 8 CORP | $42.52万 | 0.10% | 3,683 | 3,683 | — | $42.52万 | 新建仓 |
| MLPX | GLOBAL X FDS | $44.09万 | 0.10% | 5,985 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $44.24万 | 0.10% | 3,906 | -252 | -6.1% | -$2.85万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $46.03万 | 0.11% | 13,224 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $49.84万 | 0.12% | 4,170 | 2 | 0.0% | $239 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.25万 | 0.13% | 552 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $55.03万 | 0.13% | 20,097 | -4,445 | -18.1% | -$12.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.83万 | 0.13% | 9,354 | -14 | -0.1% | -$836 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $58.08万 | 0.14% | 10,752 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $58.19万 | 0.14% | 15,002 | 52 | 0.3% | $2,017 | 加仓 |
| IJS | ISHARES TR | $75.46万 | 0.18% | 5,521 | -70 | -1.3% | -$9,568 | 减仓 |
| SGOV | ISHARES TR | $79.82万 | 0.19% | 7,929 | 69 | 0.9% | $6,946 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $82.13万 | 0.19% | 10,393 | -170 | -1.6% | -$1.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $93.39万 | 0.22% | 2,504 | -46 | -1.8% | -$1.72万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $97.54万 | 0.23% | 26,476 | 281 | 1.1% | $1.04万 | 加仓 |
| SMH | VANECK ETF TRUST | $98.12万 | 0.23% | 1,496 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $101.80万 | 0.24% | 11,908 | 16 | 0.1% | $1,368 | 加仓 |
| CAT | CATERPILLAR INC | $102.02万 | 0.24% | 958 | -22 | -2.2% | -$2.34万 | 减仓 |
| META | META PLATFORMS INC | $102.70万 | 0.24% | 1,823 | -175 | -8.8% | -$9.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $108.01万 | 0.25% | 24,348 | 42 | 0.2% | $1,863 | 加仓 |
| AAUA | EA SERIES TRUST | $111.32万 | 0.26% | 19,556 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $125.70万 | 0.30% | 5,274 | 133 | 2.6% | $3.17万 | 加仓 |
| TSLA | TESLA INC | $133.46万 | 0.31% | 3,173 | -45 | -1.4% | -$1.89万 | 减仓 |
| QVAL | EA SERIES TRUST | $137.98万 | 0.33% | 24,883 | 43 | 0.2% | $2,384 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $144.67万 | 0.34% | 1,253 | -7 | -0.6% | -$8,082 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $175.99万 | 0.42% | 25,177 | 2 | 0.0% | $140 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $189.73万 | 0.45% | 24,507 | 6,135 | 33.4% | $47.50万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $191.84万 | 0.45% | 37,778 | 1,476 | 4.1% | $7.50万 | 加仓 |
| AAPL | APPLE INC | $207.79万 | 0.49% | 7,181 | 283 | 4.1% | $8.19万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $215.43万 | 0.51% | 39,405 | -3,446 | -8.0% | -$18.84万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $242.20万 | 0.57% | 32,003 | 23,570 | 279.5% | $178.38万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $268.39万 | 0.63% | 55,527 | 6,311 | 12.8% | $30.50万 | 加仓 |
| GOOGL | ALPHABET INC | $269.76万 | 0.64% | 7,548 | 195 | 2.7% | $6.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $314.63万 | 0.74% | 8,503 | -1,194 | -12.3% | -$44.18万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $342.11万 | 0.81% | 31,354 | 268 | 0.9% | $2.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $348.65万 | 0.82% | 5,076 | -141 | -2.7% | -$9.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $377.64万 | 0.89% | 18,873 | 175 | 0.9% | $3.50万 | 加仓 |
| AAEQ | EA SERIES TRUST | $430.63万 | 1.02% | 80,965 | -307 | -0.4% | -$1.63万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $446.23万 | 1.05% | 104,333 | -765 | -0.7% | -$3.27万 | 减仓 |
| IMTM | ISHARES TR | $463.20万 | 1.09% | 86,855 | 376 | 0.4% | $2.01万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $576.62万 | 1.36% | 64,643 | -254 | -0.4% | -$2.27万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $861.70万 | 2.03% | 180,461 | 20,169 | 12.6% | $96.31万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,243.83万 | 2.94% | 228,393 | 30,534 | 15.4% | $166.29万 | 加仓 |
| MTUM | ISHARES TR | $1,326.74万 | 3.13% | 38,700 | 25 | 0.1% | $8,571 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,425.84万 | 3.37% | 111,324 | 1,325 | 1.2% | $16.97万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,587.38万 | 3.75% | 376,067 | 25,289 | 7.2% | $106.74万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,896.33万 | 4.48% | 289,074 | 3,266 | 1.1% | $21.42万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2,489.48万 | 5.88% | 729,518 | 6,019 | 0.8% | $20.54万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $2,945.77万 | 6.95% | 297,253 | 18,652 | 6.7% | $184.84万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,275.73万 | 7.73% | 317,877 | 4,322 | 1.4% | $44.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,962.81万 | 11.71% | 1,189,266 | -10,356 | -0.9% | -$43.22万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $5,212.20万 | 12.30% | 613,056 | 78,479 | 14.7% | $667.23万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,341.47万 | 17.33% | 588,447 | -3,519 | -0.6% | -$43.90万 | 减仓 |