WealthSpring Partners, LLC
LONG BEACH CA · SEC CIK 0001961292
$1.16亿2026Q2 申报市值
71持仓数
59.1%前十大占比 · 第一大 12.5%
2 / 4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+$69.62万
DFCF 加仓+$65.39万
DFAX 加仓+$60.62万
MRVL 新建仓+$31.36万
XAR 加仓+$22.31万
2026Q2 卖出最多 按季末市值估算
CGDV 清仓-$125.50万
CGGO 清仓-$94.31万
CGDG 清仓-$82.22万
CGGR 减仓-$46.92万
AMZN 减仓-$33.25万
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 | $1,452.95万 | 12.49% | 327,536 | 15,695 | 5.0% | $69.62万 | 加仓 |
| IVV | ISHARES TR | $924.77万 | 7.95% | 12,348 | 176 | 1.4% | $13.18万 | 加仓 |
| IYK | ISHARES TR | $729.29万 | 6.27% | 100,371 | 1,714 | 1.7% | $12.45万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $686.26万 | 5.90% | 99,343 | 2,656 | 2.7% | $18.35万 | 加仓 |
| AGG | ISHARES TR | $680.18万 | 5.85% | 68,719 | -1,720 | -2.4% | -$17.02万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $588.19万 | 5.05% | 159,662 | 16,456 | 11.5% | $60.62万 | 加仓 |
| AAPL | APPLE INC | $583.85万 | 5.02% | 20,177 | -4 | -0.0% | -$1,157 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $432.54万 | 3.72% | 72,464 | 2,130 | 3.0% | $12.71万 | 加仓 |
| XAR | SPDR SERIES TRUST | $399.44万 | 3.43% | 14,075 | 786 | 5.9% | $22.31万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $397.11万 | 3.41% | 81,998 | 1,714 | 2.1% | $8.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $329.54万 | 2.83% | 4,413 | -94 | -2.1% | -$7.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.61万 | 2.59% | 6,028 | -31 | -0.5% | -$1.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $294.20万 | 2.53% | 14,703 | -961 | -6.1% | -$19.23万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $233.36万 | 2.01% | 55,285 | 15,492 | 38.9% | $65.39万 | 加仓 |
| GOOGL | ALPHABET INC | $208.93万 | 1.80% | 5,846 | -183 | -3.0% | -$6.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $197.44万 | 1.70% | 2,111 | -19 | -0.9% | -$1.78万 | 减仓 |
| AMZN | AMAZON COM INC | $193.68万 | 1.66% | 8,126 | -1,395 | -14.7% | -$33.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $170.21万 | 1.46% | 10,268 | 70 | 0.7% | $1.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $154.84万 | 1.33% | 4,730 | 34 | 0.7% | $1.11万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 1.29% | 2 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $144.19万 | 1.24% | 3,865 | -31 | -0.8% | -$1.16万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $127.58万 | 1.10% | 30,927 | 308 | 1.0% | $1.27万 | 加仓 |
| RTX | RTX CORPORATION | $124.40万 | 1.07% | 6,557 | 13 | 0.2% | $2,466 | 加仓 |
| CSCO | CISCO SYS INC | $109.93万 | 0.94% | 9,359 | -53 | -0.6% | -$6,226 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $99.86万 | 0.86% | 1,420 | 3 | 0.2% | $2,110 | 加仓 |
| GLD | SPDR GOLD TR | $95.85万 | 0.82% | 2,602 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.12万 | 0.79% | 3,276 | 44 | 1.4% | $1.24万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.00万 | 0.77% | 5,695 | -804 | -12.4% | -$12.71万 | 减仓 |
| GOOG | ALPHABET INC | $77.52万 | 0.67% | 2,194 | 5 | 0.2% | $1,767 | 加仓 |
| VCEB | VANGUARD WORLD FD | $75.56万 | 0.65% | 12,040 | 33 | 0.3% | $2,071 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $74.52万 | 0.64% | 20,000 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $73.09万 | 0.63% | 7,215 | 8 | 0.1% | $810 | 加仓 |
| V | VISA INC | $69.42万 | 0.60% | 2,023 | 607 | 42.9% | $20.83万 | 加仓 |
| HD | HOME DEPOT INC | $55.35万 | 0.48% | 1,569 | 92 | 6.2% | $3.25万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $53.48万 | 0.46% | 11,330 | -9,940 | -46.7% | -$46.92万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $53.33万 | 0.46% | 5,282 | 6 | 0.1% | $606 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $52.32万 | 0.45% | 3,333 | 3 | 0.1% | $471 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $51.98万 | 0.45% | 7,081 | -253 | -3.4% | -$1.86万 | 减仓 |
| — | EXXON MOBIL CORP | $46.90万 | 0.40% | 3,431 | 12 | 0.4% | $1,640 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.35万 | 0.37% | 7,676 | -450 | -5.5% | -$2.54万 | 减仓 |
| META | META PLATFORMS INC | $42.22万 | 0.36% | 749 | -29 | -3.7% | -$1.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $40.80万 | 0.35% | 3,993 | 92 | 2.4% | $9,401 | 加仓 |
| IHI | ISHARES TR | $39.72万 | 0.34% | 8,039 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $39.32万 | 0.34% | 1,249 | -12 | -1.0% | -$3,778 | 减仓 |
| NOBL | PROSHARES TR | $37.82万 | 0.33% | 6,735 | 2,055 | 43.9% | $11.54万 | 加仓 |
| ITOT | ISHARES TR | $37.11万 | 0.32% | 2,259 | 3 | 0.1% | $493 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.90万 | 0.32% | 1,453 | -36 | -2.4% | -$9,143 | 减仓 |
| SRE | SEMPRA | $36.35万 | 0.31% | 3,921 | 1 | 0.0% | $93 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.63万 | 0.31% | 4,327 | 1,461 | 51.0% | $12.03万 | 加仓 |
| CR | CRANE COMPANY | $33.86万 | 0.29% | 1,518 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $32.54万 | 0.28% | 962 | 1 | 0.1% | $338 | 加仓 |
| NUMG | NUSHARES ETF TR | $32.10万 | 0.28% | 6,836 | -32 | -0.5% | -$1,503 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.36万 | 0.27% | 1,053 | 1,053 | — | $31.36万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $30.62万 | 0.26% | 2,837 | 13 | 0.5% | $1,403 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $29.41万 | 0.25% | 3,036 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $28.96万 | 0.25% | 800 | -18 | -2.2% | -$6,515 | 减仓 |
| ABBV | ABBVIE INC | $27.52万 | 0.24% | 1,093 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $27.25万 | 0.23% | 3,105 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $27.17万 | 0.23% | 2,482 | 105 | 4.4% | $1.15万 | 加仓 |
| ESGD | ISHARES TR | $25.99万 | 0.22% | 2,528 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.37万 | 0.22% | 400 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.33万 | 0.22% | 2,517 | 458 | 22.2% | $4.61万 | 加仓 |
| DIS | DISNEY WALT CO | $24.48万 | 0.21% | 2,543 | -57 | -2.2% | -$5,486 | 减仓 |
| KO | COCA COLA CO | $24.15万 | 0.21% | 2,971 | 145 | 5.1% | $1.18万 | 加仓 |
| NVS | NOVARTIS AG | $23.59万 | 0.20% | 1,505 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $23.34万 | 0.20% | 6,125 | 227 | 3.8% | $8,649 | 加仓 |
| VAW | VANGUARD WORLD FD | $22.88万 | 0.20% | 1,000 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $22.55万 | 0.19% | 1,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $21.79万 | 0.19% | 684 | 684 | — | $21.79万 | 新建仓 |
| TSLA | TESLA INC | $20.06万 | 0.17% | 477 | 0 | 0.0% | — | 重新持有 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $11.33万 | 0.10% | 11,545 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -29,502 | -100.0% | -$125.50万 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | -28,261 | -100.0% | -$94.31万 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -22,902 | -100.0% | -$82.22万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -7,575 | -100.0% | -$20.56万 | 清仓 |