Passive Capital Management, LLC.
BALTIMORE MD · SEC CIK 0001958250
$3.18亿2026Q2 申报市值
94持仓数
71.2%前十大占比 · 第一大 16.8%
0 / 15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
VTIP 加仓+$43.47万
STIP 加仓+$14.11万
SCHR 加仓+$8.61万
AVDE 加仓+$6.01万
AVUS 加仓+$5.06万
2026Q2 卖出最多 按季末市值估算
JBGS 减仓-$340.22万
DIMENSIONAL ETF 减仓-$279.27万
SCHO 减仓-$166.08万
DFIC 减仓-$163.60万
DFSD 减仓-$142.45万
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 |
|---|---|---|---|---|---|---|---|---|
| AUB | Atlantic Union Bankshares Corporation | $0 | 0.00% | 0 | -29,123 | -100.0% | -$104.09万 | 清仓 |
| CBNK | Capital Bancorp, Inc | $0 | 0.00% | 0 | -18,000 | -100.0% | -$53.53万 | 清仓 |
| — | DIMENSIONAL US SMALL CAP VALU ETF | $0 | 0.00% | 0 | -9,424 | -100.0% | -$33.02万 | 清仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $0 | 0.00% | 0 | -2,979 | -100.0% | -$31.73万 | 清仓 |
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -1,777 | -100.0% | -$30.15万 | 清仓 |
| ISCG | iShares Morningstar Small-Cap Growth ETF | $0 | 0.00% | 0 | -5,483 | -100.0% | -$30.05万 | 清仓 |
| DFCF | DFA Dimensional Core Fixed Income ETF | $0 | 0.00% | 0 | -6,475 | -100.0% | -$27.34万 | 清仓 |
| DFLV | DIMENSIONAL ETF TRUST DIMENSIONAL US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -7,095 | -100.0% | -$25.34万 | 清仓 |
| LMT | Lockheed Martin Corporation | $0 | 0.00% | 0 | -414 | -100.0% | -$25.02万 | 清仓 |
| NOC | Northrop Grumman Corporation | $0 | 0.00% | 0 | -351 | -100.0% | -$23.93万 | 清仓 |
| CVX | Chevron Corporation | $0 | 0.00% | 0 | -1,139 | -100.0% | -$23.57万 | 清仓 |
| EFA | iShares MSCI EAFE ETF | $0 | 0.00% | 0 | -2,186 | -100.0% | -$21.23万 | 清仓 |
| RTX | Raytheon Technologies Corporation | $0 | 0.00% | 0 | -1,081 | -100.0% | -$20.85万 | 清仓 |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | $0 | 0.00% | 0 | -3,361 | -100.0% | -$20.20万 | 清仓 |
| JPM | JP Morgan Chase & Co. | $0 | 0.00% | 0 | -680 | -100.0% | -$20.00万 | 清仓 |
| VGT | VANGUARD WORLD FD | $15.31万 | 0.05% | 1,281 | -8,959 | -87.5% | -$107.08万 | 减仓 |
| VIOV | VANGUARD INDEX FDS | $20.12万 | 0.06% | 2,058 | 0 | 0.0% | — | 不变 |
| IWF | iSHARES TR | $20.49万 | 0.06% | 433 | 0 | 0.0% | — | 重新持有 |
| DFEV | DIMENSIONAL ETF TRUST | $20.50万 | 0.06% | 6,076 | -1,518 | -20.0% | -$5.12万 | 减仓 |
| IBB | iSHARES TR | $20.89万 | 0.07% | 1,238 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $21.48万 | 0.07% | 4,364 | -89 | -2.0% | -$4,380 | 减仓 |
| IWV | iSHARES TR | $21.70万 | 0.07% | 561 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $24.06万 | 0.08% | 829 | -2,487 | -75.0% | -$72.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.54万 | 0.08% | 2,965 | -15,515 | -84.0% | -$133.65万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $27.08万 | 0.09% | 1,295 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.74万 | 0.09% | 1,310 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON AND JOHNSON | $27.92万 | 0.09% | 1,349 | -55 | -3.9% | -$1.14万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $28.74万 | 0.09% | 8,825 | -3,573 | -28.8% | -$11.64万 | 减仓 |
| R | RYDER SYS INC | $28.96万 | 0.09% | 1,513 | -18 | -1.2% | -$3,445 | 减仓 |
| CAT | CATERPILLAR INC. | $29.10万 | 0.09% | 508 | -11 | -2.1% | -$6,302 | 减仓 |
| ITOT | iSHARES TR | $30.45万 | 0.10% | 2,048 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD INDEX FDS | $30.60万 | 0.10% | 1,063 | 0 | 0.0% | — | 不变 |
| IBTK | iSHARES | $31.63万 | 0.10% | 15,941 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $31.95万 | 0.10% | 5,810 | -573 | -9.0% | -$3.15万 | 减仓 |
| FRT | FEDERAL REALTY INVT TR | $32.19万 | 0.10% | 3,193 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.42万 | 0.10% | 2,021 | 146 | 7.8% | $2.34万 | 加仓 |
| IBDW | iSHARES | $33.25万 | 0.10% | 15,719 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PROPERTIES | $35.10万 | 0.11% | 20,632 | -200,007 | -90.6% | -$340.22万 | 减仓 |
| DVY | iSHARES TR | $35.28万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| IBMQ | iSHARES | $35.30万 | 0.11% | 13,803 | 0 | 0.0% | — | 不变 |
| COF | CAPTIAL ONE FINL CORP | $36.35万 | 0.11% | 1,500 | -42 | -2.7% | -$1.02万 | 减仓 |
| DTH | WISDOMTREE TR | $37.52万 | 0.12% | 7,270 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTURY ETF TR | $38.54万 | 0.12% | 5,190 | 0 | 0.0% | — | 重新持有 |
| VBK | VANGUARD INDEX FDS | $40.18万 | 0.13% | 1,330 | -310 | -18.9% | -$9.37万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $40.67万 | 0.13% | 4,026 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INDEX FDS | $42.06万 | 0.13% | 5,576 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $45.41万 | 0.14% | 3,169 | -84 | -2.6% | -$1.20万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $45.84万 | 0.14% | 10,700 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $46.90万 | 0.15% | 10,800 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $47.73万 | 0.15% | 3,326 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC | $47.90万 | 0.15% | 953 | -123 | -11.4% | -$6.18万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $48.16万 | 0.15% | 6,724 | -68 | -1.0% | -$4,870 | 减仓 |
| AMZN | AMAZON.COM | $49.42万 | 0.16% | 2,141 | -213 | -9.0% | -$4.92万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $49.94万 | 0.16% | 1,789 | 11 | 0.6% | $3,071 | 加仓 |
| GOOG | ALPHABET INC. | $50.49万 | 0.16% | 1,609 | -86 | -5.1% | -$2.70万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $51.26万 | 0.16% | 10,272 | -20 | -0.2% | -$998 | 减仓 |
| BHRB | BURKE HERBERT FINANCIAL SERVICES CORP | $54.30万 | 0.17% | 8,715 | 0 | 0.0% | — | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $55.81万 | 0.18% | 7,587 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $56.45万 | 0.18% | 1,847 | -20 | -1.1% | -$6,113 | 减仓 |
| LOW | LOWES COS INC | $58.26万 | 0.18% | 2,416 | -20 | -0.8% | -$4,823 | 减仓 |
| DHS | WISDOMTREE TR | $58.67万 | 0.18% | 5,762 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $59.56万 | 0.19% | 1,892 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC. | $60.35万 | 0.19% | 1,928 | 69 | 3.7% | $2.16万 | 加仓 |
| ALRM | ALARM.COM | $60.86万 | 0.19% | 11,928 | 0 | 0.0% | — | 不变 |
| IVV | iSHARES TR | $69.87万 | 0.22% | 1,020 | 66 | 6.9% | $4.52万 | 加仓 |
| MA | MASTERCARD INC | $70.85万 | 0.22% | 1,241 | 64 | 5.4% | $3.65万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $72.75万 | 0.23% | 15,980 | 498 | 3.2% | $2.27万 | 加仓 |
| — | T. ROWE PRICE | $75.49万 | 0.24% | 8,607 | 0 | 0.0% | — | 重新持有 |
| LLY | ELI LILLY & CO | $76.30万 | 0.24% | 710 | -20 | -2.7% | -$2.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $79.31万 | 0.25% | 4,153 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $79.35万 | 0.25% | 20,881 | -933 | -4.3% | -$3.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $90.33万 | 0.28% | 3,502 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $102.91万 | 0.32% | 2,128 | -73 | -3.3% | -$3.53万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $103.06万 | 0.32% | 8,520 | 118 | 1.4% | $1.43万 | 加仓 |
| AVSU | AMERICAN CENTURY ETF TR | $103.49万 | 0.33% | 13,564 | 0 | 0.0% | — | 重新持有 |
| DFAI | DIMENSIONAL ETF TRUST | $104.98万 | 0.33% | 27,547 | 281 | 1.0% | $1.07万 | 加仓 |
| CDP | CORPORATE OFFICES TRUST | $119.32万 | 0.38% | 42,921 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $120.90万 | 0.38% | 1,773 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $139.47万 | 0.44% | 48,972 | -582 | -1.2% | -$1.66万 | 减仓 |
| MUB | iSHARES TR | $146.20万 | 0.46% | 13,649 | -316 | -2.3% | -$3.38万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $167.73万 | 0.53% | 62,330 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $171.47万 | 0.54% | 52,357 | 419 | 0.8% | $1.37万 | 加仓 |
| AVDV | AMERICAN CENTURY ETF TR | $181.72万 | 0.57% | 19,338 | 73 | 0.4% | $6,860 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $182.43万 | 0.57% | 68,868 | 818 | 1.2% | $2.17万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $189.33万 | 0.60% | 18,639 | -5,586 | -23.1% | -$56.74万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $198.10万 | 0.62% | 82,405 | 264 | 0.3% | $6,347 | 加仓 |
| VOO | VANGUARD INDEX FDS | $200.43万 | 0.63% | 3,196 | -200 | -5.9% | -$12.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $201.25万 | 0.63% | 3,276 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $205.25万 | 0.65% | 7,550 | -300 | -3.8% | -$8.16万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $233.03万 | 0.73% | 92,914 | 3,434 | 3.8% | $8.61万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $234.96万 | 0.74% | 31,722 | -8,431 | -21.0% | -$62.45万 | 减仓 |
| EMXC | iSHARES INC | $239.84万 | 0.75% | 33,000 | -590 | -1.8% | -$4.29万 | 减仓 |
| STIP | iSHARES TR | $347.23万 | 1.09% | 33,912 | 1,378 | 4.2% | $14.11万 | 加仓 |
| AVSC | AMERICAN CENTURY ETF TR | $367.12万 | 1.16% | 62,500 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $389.62万 | 1.23% | 78,774 | 8,788 | 12.6% | $43.47万 | 加仓 |
| AVUV | AMERICAN CENTURY ETF TR | $415.17万 | 1.31% | 40,711 | -3,981 | -8.9% | -$40.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $458.41万 | 1.44% | 76,992 | -1,871 | -2.4% | -$11.14万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $626.37万 | 1.97% | 299,841 | -12,024 | -3.9% | -$25.12万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $721.06万 | 2.27% | 217,976 | -10,221 | -4.5% | -$33.81万 | 减仓 |
| AVEM | AMERICAN CENTURY ETF TR | $939.26万 | 2.96% | 121,950 | 456 | 0.4% | $3.51万 | 加仓 |