Daner Wealth Management, LLC
ALPHARETTA GA · SEC CIK 0001956649
$1.84亿2026Q2 申报市值
96持仓数
64.7%前十大占比 · 第一大 14.4%
5 / 0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
DIMENSIONAL ETF 加仓+$149.22万
DIMENSIONAL ETF 加仓+$43.00万
DIMENSIONAL ETF 加仓+$41.56万
DFIC 加仓+$40.38万
CRWD 加仓+$39.45万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$3,332.73万
IWF 减仓-$207.34万
OMFL 减仓-$32.04万
VV 减仓-$22.54万
IVV 减仓-$10.63万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,663.33万 | 14.44% | 576,229 | 32,284 | 5.9% | $149.22万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,578.31万 | 8.56% | 220,990 | -4,486 | -2.0% | -$32.04万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,504.68万 | 8.16% | 41,989 | -629 | -1.5% | -$22.54万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,289.77万 | 6.99% | 308,556 | -856 | -0.3% | -$3.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,141.04万 | 6.19% | 135,563 | -981 | -0.7% | -$8.26万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,101.21万 | 5.97% | 130,723 | -395,625 | -75.2% | -$3,332.73万 | 减仓 |
| IEFA | ISHARES TR | $835.33万 | 4.53% | 82,535 | -216 | -0.3% | -$2.19万 | 减仓 |
| IVV | ISHARES TR | $643.96万 | 3.49% | 8,240 | -136 | -1.6% | -$10.63万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $621.73万 | 3.37% | 133,964 | 1,973 | 1.5% | $9.16万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $548.05万 | 2.97% | 109,130 | -1,612 | -1.5% | -$8.10万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $477.29万 | 2.59% | 121,079 | 1,819 | 1.5% | $7.17万 | 加仓 |
| IWR | ISHARES TR | $419.97万 | 2.28% | 36,612 | -897 | -2.4% | -$10.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $319.38万 | 1.73% | 78,471 | 10,212 | 15.0% | $41.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $309.77万 | 1.68% | 72,240 | 10,027 | 16.1% | $43.00万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $308.22万 | 1.67% | 71,034 | -1,740 | -2.4% | -$7.55万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $295.32万 | 1.60% | 75,202 | 10,283 | 15.8% | $40.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $227.73万 | 1.23% | 5,926 | 6 | 0.1% | $2,306 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $195.84万 | 1.06% | 10,266 | -359 | -3.4% | -$6.85万 | 减仓 |
| AMZN | AMAZON COM INC | $133.41万 | 0.72% | 5,032 | 16 | 0.3% | $4,242 | 加仓 |
| AAPL | APPLE INC | $131.73万 | 0.71% | 4,315 | 36 | 0.8% | $1.10万 | 加仓 |
| IJH | ISHARES TR | $123.12万 | 0.67% | 15,700 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $116.05万 | 0.63% | 15,231 | 4,797 | 46.0% | $36.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $111.41万 | 0.60% | 27,930 | 2,963 | 11.9% | $11.82万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $108.12万 | 0.59% | 21,419 | -725 | -3.3% | -$3.66万 | 减仓 |
| VLO | VALERO ENERGY CORP | $107.94万 | 0.59% | 3,148 | 15 | 0.5% | $5,143 | 加仓 |
| NVDA | NVIDIA CORPORATION | $105.20万 | 0.57% | 4,669 | 19 | 0.4% | $4,281 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $102.89万 | 0.56% | 23,357 | 3,214 | 16.0% | $14.16万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $100.88万 | 0.55% | 28,336 | 3,928 | 16.1% | $13.98万 | 加仓 |
| CAT | CATERPILLAR INC | $85.83万 | 0.47% | 1,004 | 4 | 0.4% | $3,420 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $84.57万 | 0.46% | 20,541 | 2,662 | 14.9% | $10.96万 | 加仓 |
| LLY | ELI LILLY & CO | $84.23万 | 0.46% | 697 | 5 | 0.7% | $6,042 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $83.92万 | 0.45% | 13,278 | -584 | -4.2% | -$3.69万 | 减仓 |
| IJR | ISHARES TR | $79.59万 | 0.43% | 5,316 | 1 | 0.0% | $150 | 加仓 |
| IJK | ISHARES TR | $76.63万 | 0.42% | 6,461 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $76.28万 | 0.41% | 2,802 | 1 | 0.0% | $272 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $75.36万 | 0.41% | 12,264 | -523 | -4.1% | -$3.21万 | 减仓 |
| IWF | ISHARES TR | $69.11万 | 0.37% | 5,500 | -16,500 | -75.0% | -$207.34万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.45万 | 0.37% | 3,081 | 24 | 0.8% | $5,332 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $66.63万 | 0.36% | 13,403 | -1,091 | -7.5% | -$5.42万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $65.06万 | 0.35% | 12,131 | 1,404 | 13.1% | $7.53万 | 加仓 |
| GOOGL | ALPHABET INC | $62.94万 | 0.34% | 1,817 | 8 | 0.4% | $2,771 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $60.71万 | 0.33% | 1,533 | 17 | 1.1% | $6,732 | 加仓 |
| V | VISA INC | $60.05万 | 0.33% | 1,643 | 14 | 0.9% | $5,117 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $57.17万 | 0.31% | 13,635 | 1,815 | 15.4% | $7.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $56.35万 | 0.31% | 1,134 | 27 | 2.4% | $1.34万 | 加仓 |
| IEMG | ISHARES INC | $54.78万 | 0.30% | 6,739 | 7 | 0.1% | $569 | 加仓 |
| META | META PLATFORMS INC | $54.44万 | 0.30% | 915 | 28 | 3.2% | $1.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.03万 | 0.29% | 1,098 | 13 | 1.2% | $6,279 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.57万 | 0.28% | 1,037 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $52.41万 | 0.28% | 2,324 | 1,749 | 304.2% | $39.45万 | 加仓 |
| ABBV | ABBVIE INC | $47.81万 | 0.26% | 1,906 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $47.78万 | 0.26% | 1,341 | 5 | 0.4% | $1,781 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.00万 | 0.25% | 642 | 1 | 0.2% | $732 | 加仓 |
| TSLA | TESLA INC | $46.17万 | 0.25% | 1,358 | 8 | 0.6% | $2,720 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.07万 | 0.25% | 592 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $45.61万 | 0.25% | 2,240 | 32 | 1.4% | $6,516 | 加仓 |
| IWM | ISHARES TR | $41.34万 | 0.22% | 1,362 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.83万 | 0.20% | 1,405 | 20 | 1.4% | $5,242 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $35.62万 | 0.19% | 981 | 15 | 1.6% | $5,447 | 加仓 |
| MTB | M & T BK CORP | $33.90万 | 0.18% | 1,339 | 9 | 0.7% | $2,279 | 加仓 |
| ABNB | AIRBNB INC | $33.34万 | 0.18% | 1,801 | 35 | 2.0% | $6,480 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $32.39万 | 0.18% | 51,900 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.87万 | 0.17% | 2,209 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.60万 | 0.17% | 734 | 13 | 1.8% | $5,597 | 加仓 |
| ETN | EATON CORP PLC | $31.51万 | 0.17% | 695 | 10 | 1.5% | $4,534 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $30.42万 | 0.16% | 774 | -33 | -4.1% | -$1.30万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $29.31万 | 0.16% | 3,408 | 59 | 1.8% | $5,074 | 加仓 |
| AVGO | BROADCOM INC | $29.14万 | 0.16% | 697 | 10 | 1.5% | $4,180 | 加仓 |
| MA | MASTERCARD INCORPORATED | $28.75万 | 0.16% | 507 | 4 | 0.8% | $2,268 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.74万 | 0.16% | 720 | 10 | 1.4% | $3,992 | 加仓 |
| GE | GE AEROSPACE | $27.48万 | 0.15% | 762 | 16 | 2.1% | $5,771 | 加仓 |
| BURL | BURLINGTON STORES INC | $26.97万 | 0.15% | 759 | 15 | 2.0% | $5,330 | 加仓 |
| C | CITIGROUP INC | $26.89万 | 0.15% | 1,938 | 37 | 1.9% | $5,134 | 加仓 |
| NOW | SERVICENOW INC | $26.48万 | 0.14% | 2,081 | 2,081 | — | $26.48万 | 新建仓 |
| CVS | CVS HEALTH CORP | $26.06万 | 0.14% | 2,743 | 47 | 1.7% | $4,465 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $25.68万 | 0.14% | 646 | 4 | 0.6% | $1,590 | 加仓 |
| CRM | SALESFORCE INC | $25.68万 | 0.14% | 1,275 | 10 | 0.8% | $2,014 | 加仓 |
| PEN | PENUMBRA INC | $25.49万 | 0.14% | 780 | 14 | 1.8% | $4,574 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.04万 | 0.13% | 3,168 | 15 | 0.5% | $1,138 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.38万 | 0.13% | 839 | -42 | -4.8% | -$1.17万 | 减仓 |
| SHV | ISHARES TR | $23.14万 | 0.13% | 2,100 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $22.84万 | 0.12% | 2,501 | 2,501 | — | $22.84万 | 新建仓 |
| ACWV | ISHARES INC | $22.75万 | 0.12% | 1,795 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $22.61万 | 0.12% | 836 | 836 | — | $22.61万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.48万 | 0.12% | 2,428 | 53 | 2.2% | $4,907 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.34万 | 0.12% | 650 | -198 | -23.3% | -$6.81万 | 重新持有 |
| AGG | ISHARES TR | $22.27万 | 0.12% | 2,280 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $22.21万 | 0.12% | 20,417 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.20万 | 0.12% | 1,123 | 4 | 0.4% | $791 | 加仓 |
| IWD | ISHARES TR | $21.96万 | 0.12% | 849 | 849 | — | $21.96万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.76万 | 0.12% | 1,575 | 13 | 0.8% | $1,796 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.48万 | 0.12% | 508 | 4 | 0.8% | $1,691 | 加仓 |
| WMT | WALMART INC | $21.36万 | 0.12% | 1,845 | 9 | 0.5% | $1,042 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $21.23万 | 0.12% | 629 | -25 | -3.8% | -$8,440 | 重新持有 |
| ECL | ECOLAB INC | $21.19万 | 0.11% | 767 | -236 | -23.5% | -$6.52万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $20.20万 | 0.11% | 947 | 947 | — | $20.20万 | 新建仓 |