Meredith Wealth Planning
MARYVILLE IL · SEC CIK 0001956471
$3.69亿2026Q1 申报市值
70持仓数
77.2%前十大占比 · 第一大 17.7%
10 / 1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
DIMENSIONAL ETF 加仓+$1,188.97万
DIHP 加仓+$754.18万
AMERICAN CENTY E 加仓+$576.23万
AVGE 加仓+$403.99万
DFGP 加仓+$355.36万
2026Q1 卖出最多 按季末市值估算
MTUM 减仓-$1,112.91万
IMTM 减仓-$729.12万
AVDV 减仓-$87.96万
AAPL 减仓-$65.60万
NVDA 减仓-$26.88万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $6,539.45万 | 17.72% | 591,966 | 8,399 | 1.4% | $92.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,409.81万 | 11.95% | 1,199,622 | 323,440 | 36.9% | $1,188.97万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $4,145.11万 | 11.23% | 534,577 | 74,314 | 16.1% | $576.23万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,131.16万 | 8.48% | 313,555 | -8,808 | -2.7% | -$87.96万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $2,452.25万 | 6.64% | 278,601 | 45,898 | 19.7% | $403.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2,331.11万 | 6.32% | 723,499 | 234,072 | 47.8% | $754.18万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,714.28万 | 4.64% | 285,808 | 5,651 | 2.0% | $33.89万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,480.98万 | 4.01% | 350,778 | 49,394 | 16.4% | $208.54万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,222.97万 | 3.31% | 109,999 | 20,379 | 22.7% | $226.57万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,068.24万 | 2.89% | 197,859 | 65,820 | 49.8% | $355.36万 | 加仓 |
| MTUM | ISHARES TR | $928.17万 | 2.51% | 38,675 | -46,373 | -54.5% | -$1,112.91万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $767.48万 | 2.08% | 160,292 | 31,681 | 24.6% | $151.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $550.59万 | 1.49% | 64,897 | 25,138 | 63.2% | $213.27万 | 加仓 |
| IMTM | ISHARES TR | $415.27万 | 1.13% | 86,479 | -151,838 | -63.7% | -$729.12万 | 减仓 |
| AAEQ | EA SERIES TRUST | $378.06万 | 1.02% | 81,272 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $355.13万 | 0.96% | 105,098 | 1,582 | 1.5% | $5.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $326.10万 | 0.88% | 18,698 | -1,541 | -7.6% | -$26.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $311.76万 | 0.84% | 5,217 | 18 | 0.3% | $1.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $311.08万 | 0.84% | 9,697 | 1 | 0.0% | $321 | 加仓 |
| SLYV | SPDR SERIES TRUST | $294.01万 | 0.80% | 31,086 | 656 | 2.2% | $6.20万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $235.89万 | 0.64% | 49,216 | 5,767 | 13.3% | $27.64万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $231.97万 | 0.63% | 42,851 | -3,945 | -8.4% | -$21.36万 | 减仓 |
| GOOGL | ALPHABET INC | $211.44万 | 0.57% | 7,353 | -308 | -4.0% | -$8.86万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $184.09万 | 0.50% | 36,302 | 17,410 | 92.2% | $88.29万 | 加仓 |
| AAPL | APPLE INC | $175.06万 | 0.47% | 6,898 | -2,585 | -27.3% | -$65.60万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $174.36万 | 0.47% | 34,948 | 1,150 | 3.4% | $5.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $157.22万 | 0.43% | 25,175 | 1,233 | 5.1% | $7.70万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $137.48万 | 0.37% | 18,372 | 21 | 0.1% | $1,571 | 加仓 |
| QVAL | EA SERIES TRUST | $129.52万 | 0.35% | 24,840 | 20 | 0.1% | $1,043 | 加仓 |
| TSLA | TESLA INC | $119.63万 | 0.32% | 3,218 | 45 | 1.4% | $1.67万 | 加仓 |
| META | META PLATFORMS INC | $114.31万 | 0.31% | 1,998 | 159 | 8.6% | $9.10万 | 加仓 |
| AMZN | AMAZON COM INC | $107.07万 | 0.29% | 5,141 | -74 | -1.4% | -$1.54万 | 减仓 |
| AAUA | EA SERIES TRUST | $95.71万 | 0.26% | 19,556 | 19,556 | — | $95.71万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $94.45万 | 0.26% | 24,306 | 51 | 0.2% | $1,982 | 加仓 |
| MSFT | MICROSOFT CORP | $94.40万 | 0.26% | 2,550 | 179 | 7.5% | $6.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $91.70万 | 0.25% | 11,892 | -21 | -0.2% | -$1,619 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $88.98万 | 0.24% | 26,195 | 46 | 0.2% | $1,563 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $83.73万 | 0.23% | 10,563 | -1,222 | -10.4% | -$9.69万 | 减仓 |
| SGOV | ISHARES TR | $79.12万 | 0.21% | 7,860 | 45 | 0.6% | $4,530 | 加仓 |
| CAT | CATERPILLAR INC | $69.43万 | 0.19% | 980 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $66.22万 | 0.18% | 5,591 | -44 | -0.8% | -$5,212 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $63.80万 | 0.17% | 8,433 | 8,433 | — | $63.80万 | 新建仓 |
| SMH | VANECK ETF TRUST | $57.36万 | 0.16% | 1,496 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $56.75万 | 0.15% | 10,752 | -16 | -0.1% | -$844 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $52.38万 | 0.14% | 14,950 | -131 | -0.9% | -$4,590 | 减仓 |
| WMT | WALMART INC | $51.67万 | 0.14% | 4,158 | -1,422 | -25.5% | -$17.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.63万 | 0.14% | 9,368 | -224 | -2.3% | -$1.21万 | 减仓 |
| MLPX | GLOBAL X FDS | $44.25万 | 0.12% | 5,985 | 5,985 | — | $44.25万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $42.56万 | 0.12% | 1,260 | 525 | 71.4% | $17.73万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.33万 | 0.11% | 13,224 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $39.01万 | 0.11% | 5,593 | -114 | -2.0% | -$7,951 | 减仓 |
| GLDM | WORLD GOLD TR | $38.90万 | 0.11% | 4,197 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $36.70万 | 0.10% | 4,555 | 4,555 | — | $36.70万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $36.33万 | 0.10% | 521 | 1 | 0.2% | $697 | 加仓 |
| MCD | MCDONALDS CORP | $36.02万 | 0.10% | 1,159 | -2 | -0.2% | -$622 | 减仓 |
| LLY | ELI LILLY & CO | $32.65万 | 0.09% | 355 | -1 | -0.3% | -$920 | 减仓 |
| MLPA | GLOBAL X FDS | $32.11万 | 0.09% | 5,961 | 5,961 | — | $32.11万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $31.44万 | 0.09% | 1,447 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $30.72万 | 0.08% | 470 | 1 | 0.2% | $654 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $30.33万 | 0.08% | 24,542 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $29.08万 | 0.08% | 11,996 | 44 | 0.4% | $1,067 | 加仓 |
| AVGO | BROADCOM INC | $25.88万 | 0.07% | 836 | -41 | -4.7% | -$1.27万 | 减仓 |
| HBT | HBT FINL INC. | $25.64万 | 0.07% | 9,594 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $24.42万 | 0.07% | 6,890 | 6,890 | — | $24.42万 | 新建仓 |
| DE | DEERE & CO | $22.55万 | 0.06% | 400 | 400 | — | $22.55万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $22.08万 | 0.06% | 1,198 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.62万 | 0.06% | 552 | 552 | — | $21.62万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $21.18万 | 0.06% | 1,224 | 1,224 | — | $21.18万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $20.14万 | 0.05% | 146 | 146 | — | $20.14万 | 新建仓 |
| ETN | EATON CORP PLC | $20.07万 | 0.05% | 561 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,802 | -100.0% | -$24.33万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |