WealthSpring Partners, LLC
LONG BEACH CA · SEC CIK 0001961292
$1.09亿2026Q1 申报市值
72持仓数
56.4%前十大占比 · 第一大 11.1%
15 / 0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
BRK/A 新建仓+$143.63万
CGDV 新建仓+$125.50万
DIMENSIONAL ETF 加仓+$99.21万
CGGO 新建仓+$94.31万
DFCF 加仓+$92.66万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$15.09万
BRK/B 减仓-$11.69万
AMZN 减仓-$5.12万
GOOGL 减仓-$4.92万
GOOG 减仓-$4.50万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1,211.81万 | 11.12% | 311,841 | 25,529 | 8.9% | $99.21万 | 加仓 |
| IVV | ISHARES TR | $795.07万 | 7.30% | 12,172 | 1,017 | 9.1% | $66.43万 | 加仓 |
| AGG | ISHARES TR | $699.25万 | 6.42% | 70,439 | 2,379 | 3.5% | $23.62万 | 加仓 |
| IYK | ISHARES TR | $690.90万 | 6.34% | 98,657 | 1,453 | 1.5% | $10.18万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $646.45万 | 5.93% | 96,687 | 951 | 1.0% | $6.36万 | 加仓 |
| AAPL | APPLE INC | $512.18万 | 4.70% | 20,181 | 447 | 2.3% | $11.34万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $486.47万 | 4.46% | 143,206 | 7,615 | 5.6% | $25.87万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $385.76万 | 3.54% | 80,284 | 157 | 0.2% | $7,544 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $380.15万 | 3.49% | 70,334 | 22 | 0.0% | $1,189 | 加仓 |
| XAR | SPDR SERIES TRUST | $337.50万 | 3.10% | 13,289 | 1,700 | 14.7% | $43.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $293.10万 | 2.69% | 4,507 | -41 | -0.9% | -$2.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $290.32万 | 2.66% | 6,059 | -244 | -3.9% | -$11.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $273.18万 | 2.51% | 15,664 | -865 | -5.2% | -$15.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $212.23万 | 1.95% | 2,130 | 6 | 0.3% | $5,978 | 加仓 |
| CVX | CHEVRON CORPORATION | $211.00万 | 1.94% | 10,198 | 642 | 6.7% | $13.28万 | 加仓 |
| AMZN | AMAZON COM INC | $198.29万 | 1.82% | 9,521 | -246 | -2.5% | -$5.12万 | 减仓 |
| GOOGL | ALPHABET INC | $173.38万 | 1.59% | 6,029 | -171 | -2.8% | -$4.92万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $168.01万 | 1.54% | 39,793 | 21,948 | 123.0% | $92.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $144.21万 | 1.32% | 3,896 | 95 | 2.5% | $3.52万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 1.32% | 2 | 2 | — | $143.63万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $138.12万 | 1.27% | 4,696 | 1,066 | 29.4% | $31.35万 | 加仓 |
| RTX | RTX CORPORATION | $126.23万 | 1.16% | 6,544 | 18 | 0.3% | $3,472 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $125.50万 | 1.15% | 29,502 | 29,502 | — | $125.50万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $119.29万 | 1.09% | 30,619 | -831 | -2.6% | -$3.24万 | 减仓 |
| GLD | SPDR GOLD TR | $111.95万 | 1.03% | 2,602 | 34 | 1.3% | $1.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $96.25万 | 0.88% | 6,499 | 3 | 0.0% | $444 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $94.31万 | 0.87% | 28,261 | 28,261 | — | $94.31万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $87.42万 | 0.80% | 1,417 | 3 | 0.2% | $1,851 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $85.48万 | 0.78% | 21,270 | 21,270 | — | $85.48万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $82.22万 | 0.75% | 22,902 | 22,902 | — | $82.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.34万 | 0.72% | 3,232 | 61 | 1.9% | $1.48万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $75.44万 | 0.69% | 12,007 | 5 | 0.0% | $314 | 加仓 |
| CSCO | CISCO SYS INC | $73.03万 | 0.67% | 9,412 | 139 | 1.5% | $1.08万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $72.89万 | 0.67% | 7,207 | 7,207 | — | $72.89万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $71.06万 | 0.65% | 20,000 | 20,000 | — | $71.06万 | 新建仓 |
| GOOG | ALPHABET INC | $62.78万 | 0.58% | 2,189 | -157 | -6.7% | -$4.50万 | 减仓 |
| — | EXXON MOBIL CORP | $58.01万 | 0.53% | 3,419 | 11 | 0.3% | $1,866 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $54.00万 | 0.50% | 7,334 | 2,649 | 56.5% | $19.51万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $52.73万 | 0.48% | 5,276 | 5,276 | — | $52.73万 | 新建仓 |
| HD | HOME DEPOT INC | $48.59万 | 0.45% | 1,477 | 49 | 3.4% | $1.61万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $46.06万 | 0.42% | 8,126 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.06万 | 0.42% | 3,330 | 3 | 0.1% | $415 | 加仓 |
| META | META PLATFORMS INC | $44.53万 | 0.41% | 778 | 40 | 5.4% | $2.29万 | 加仓 |
| IHI | ISHARES TR | $42.89万 | 0.39% | 8,039 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.80万 | 0.39% | 1,416 | 2 | 0.1% | $604 | 加仓 |
| SYK | STRYKER CORPORATION | $41.43万 | 0.38% | 1,261 | 39 | 3.2% | $1.28万 | 加仓 |
| SRE | SEMPRA | $38.09万 | 0.35% | 3,920 | 1 | 0.0% | $97 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.40万 | 0.33% | 1,489 | 1,489 | — | $36.40万 | 新建仓 |
| SBUX | STARBUCKS CORP | $34.95万 | 0.32% | 3,901 | 234 | 6.4% | $2.10万 | 加仓 |
| ITOT | ISHARES TR | $32.14万 | 0.29% | 2,256 | 2 | 0.1% | $285 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $29.06万 | 0.27% | 961 | 1 | 0.1% | $302 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.84万 | 0.26% | 3,105 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $28.78万 | 0.26% | 818 | 1 | 0.1% | $352 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $28.33万 | 0.26% | 3,036 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $28.21万 | 0.26% | 6,868 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $27.58万 | 0.25% | 2,824 | -80 | -2.8% | -$7,814 | 减仓 |
| TIP | ISHARES TR | $26.24万 | 0.24% | 2,377 | -190 | -7.4% | -$2.10万 | 减仓 |
| CR | CRANE COMPANY | $25.96万 | 0.24% | 1,518 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.06万 | 0.23% | 2,600 | 232 | 9.8% | $2.24万 | 加仓 |
| NOBL | PROSHARES TR | $24.80万 | 0.23% | 2,340 | 1 | 0.0% | $106 | 加仓 |
| ESGD | ISHARES TR | $24.17万 | 0.22% | 2,528 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.78万 | 0.22% | 1,093 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.99万 | 0.21% | 1,505 | 5 | 0.3% | $764 | 加仓 |
| — | ISHARES TR | $22.73万 | 0.21% | 5,898 | 244 | 4.3% | $9,402 | 加仓 |
| VAW | VANGUARD WORLD FD | $22.53万 | 0.21% | 1,000 | 1,000 | — | $22.53万 | 新建仓 |
| DE | DEERE & CO | $22.53万 | 0.21% | 400 | 400 | — | $22.53万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $22.46万 | 0.21% | 1,000 | 1,000 | — | $22.46万 | 新建仓 |
| KO | COCA COLA CO | $21.49万 | 0.20% | 2,826 | 2,826 | — | $21.49万 | 新建仓 |
| HDV | ISHARES TR | $20.56万 | 0.19% | 1,515 | 1,515 | — | $20.56万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $20.40万 | 0.19% | 2,059 | 5 | 0.2% | $495 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $20.39万 | 0.19% | 2,866 | 2,866 | — | $20.39万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.00万 | 0.09% | 11,545 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |