REGIMEN WEALTH, LLC
ATLANTA GA · SEC CIK 0001963863
$3.42亿2026Q1 申报市值
70持仓数
64.1%前十大占比 · 第一大 9.3%
4 / 6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
DFCF 新建仓+$2,746.34万
DFAX 新建仓+$1,160.38万
VWOB 加仓+$665.32万
SCHD 加仓+$618.92万
FBND 加仓+$324.13万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$1,926.48万
IQLT 清仓-$1,128.92万
USFR 减仓-$676.81万
FDVV 减仓-$505.31万
IUSB 减仓-$256.17万
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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | $3,194.38万 | 9.33% | 235,382 | 6,646 | 2.9% | $90.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,848.17万 | 8.32% | 928,347 | 201,735 | 27.8% | $618.92万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,746.34万 | 8.02% | 650,484 | 650,484 | — | $2,746.34万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,625.69万 | 7.67% | 575,558 | 71,051 | 14.1% | $324.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,520.73万 | 7.37% | 505,550 | 59,670 | 13.4% | $297.52万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,178.74万 | 6.37% | 331,670 | 101,282 | 44.0% | $665.32万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,523.40万 | 4.45% | 358,111 | -59,982 | -14.3% | -$255.16万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,510.25万 | 4.41% | 273,397 | -91,475 | -25.1% | -$505.31万 | 减仓 |
| USFR | WISDOMTREE TR | $1,479.42万 | 4.32% | 293,886 | -134,448 | -31.4% | -$676.81万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,320.24万 | 3.86% | 140,093 | -7,265 | -4.9% | -$68.47万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,194.70万 | 3.49% | 108,147 | -4,155 | -3.7% | -$45.90万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,160.38万 | 3.39% | 341,590 | 341,590 | — | $1,160.38万 | 新建仓 |
| EFG | ISHARES TR | $1,141.20万 | 3.33% | 102,470 | -5,444 | -5.0% | -$60.63万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,078.91万 | 3.15% | 41,924 | 3,720 | 9.7% | $95.73万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,039.72万 | 3.04% | 356,924 | -45,458 | -11.3% | -$132.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,011.23万 | 2.95% | 187,091 | -17,364 | -8.5% | -$93.85万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $414.58万 | 1.21% | 42,343 | -9,716 | -18.7% | -$95.13万 | 减仓 |
| AAPL | APPLE INC | $412.72万 | 1.21% | 16,262 | 15 | 0.1% | $3,807 | 加仓 |
| IUSB | ISHARES TR | $355.96万 | 1.04% | 77,064 | -55,461 | -41.8% | -$256.17万 | 减仓 |
| IVE | ISHARES TR | $295.37万 | 0.86% | 13,989 | 1,595 | 12.9% | $33.68万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $240.91万 | 0.70% | 41,407 | -6,813 | -14.1% | -$39.64万 | 减仓 |
| IVV | ISHARES TR | $234.23万 | 0.68% | 3,586 | -923 | -20.5% | -$60.29万 | 减仓 |
| IVW | ISHARES TR | $198.55万 | 0.58% | 17,554 | -7,790 | -30.7% | -$88.11万 | 减仓 |
| MUB | ISHARES TR | $185.69万 | 0.54% | 17,493 | 92 | 0.5% | $9,766 | 加仓 |
| OEF | ISHARES TR | $169.22万 | 0.49% | 5,320 | 1,362 | 34.4% | $43.32万 | 加仓 |
| IEMG | ISHARES INC | $159.92万 | 0.47% | 22,927 | 2,953 | 14.8% | $20.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $155.62万 | 0.45% | 16,982 | 13,559 | 396.1% | $124.25万 | 加仓 |
| IWF | ISHARES TR | $147.38万 | 0.43% | 3,456 | -10 | -0.3% | -$4,264 | 减仓 |
| EFV | ISHARES TR | $147.26万 | 0.43% | 19,806 | -27,241 | -57.9% | -$202.54万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.42% | 2 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $130.05万 | 0.38% | 12,912 | -1,107 | -7.9% | -$11.15万 | 减仓 |
| IWB | ISHARES TR | $115.82万 | 0.34% | 3,248 | -15 | -0.5% | -$5,349 | 减仓 |
| AMZN | AMAZON COM INC | $115.67万 | 0.34% | 5,554 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $108.99万 | 0.32% | 11,479 | -3,718 | -24.5% | -$35.30万 | 减仓 |
| MTUM | ISHARES TR | $95.64万 | 0.28% | 3,985 | 469 | 13.3% | $11.26万 | 加仓 |
| QUAL | ISHARES TR | $95.33万 | 0.28% | 4,970 | -12,649 | -71.8% | -$242.63万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $94.46万 | 0.28% | 28,667 | 12,966 | 82.6% | $42.72万 | 加仓 |
| EMXC | ISHARES INC | $94.21万 | 0.28% | 11,977 | -5,314 | -30.7% | -$41.80万 | 减仓 |
| IWD | ISHARES TR | $93.93万 | 0.27% | 4,396 | 3 | 0.1% | $641 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $84.84万 | 0.25% | 23,423 | -10,099 | -30.1% | -$36.58万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $82.94万 | 0.24% | 15,971 | -3,796 | -19.2% | -$19.71万 | 减仓 |
| IWS | ISHARES TR | $77.98万 | 0.23% | 5,350 | 16 | 0.3% | $2,332 | 加仓 |
| KO | COCA COLA CO | $77.38万 | 0.23% | 10,175 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $77.25万 | 0.23% | 15,435 | 2,790 | 22.1% | $13.96万 | 加仓 |
| IAGG | ISHARES TR | $75.77万 | 0.22% | 15,142 | -4,178 | -21.6% | -$20.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $72.72万 | 0.21% | 9,471 | 100 | 1.1% | $7,678 | 加仓 |
| IAU | ISHARES GOLD TR | $69.84万 | 0.20% | 7,922 | -1,036 | -11.6% | -$9.13万 | 减仓 |
| AGG | ISHARES TR | $67.27万 | 0.20% | 6,759 | -193,554 | -96.6% | -$1,926.48万 | 减仓 |
| IUSV | ISHARES TR | $62.66万 | 0.18% | 6,129 | -598 | -8.9% | -$6.11万 | 减仓 |
| IDEV | ISHARES TR | $61.75万 | 0.18% | 7,369 | -320 | -4.2% | -$2.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.55万 | 0.14% | 2,258 | -248 | -9.9% | -$5.33万 | 减仓 |
| ACWX | ISHARES TR | $48.01万 | 0.14% | 7,012 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.16万 | 0.14% | 725 | 2 | 0.3% | $1,301 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $44.39万 | 0.13% | 17,314 | 534 | 3.2% | $1.37万 | 加仓 |
| COWZ | PACER FDS TR | $37.27万 | 0.11% | 5,957 | 209 | 3.6% | $1.31万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $34.34万 | 0.10% | 4,454 | -1,716 | -27.8% | -$13.23万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $34.05万 | 0.10% | 14,664 | 1,714 | 13.2% | $3.98万 | 加仓 |
| MRK | MERCK &CO INC | $31.86万 | 0.09% | 2,649 | -518 | -16.4% | -$6.23万 | 减仓 |
| IEF | ISHARES TR | $30.93万 | 0.09% | 3,241 | 323 | 11.1% | $3.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.45万 | 0.09% | 296 | 1 | 0.3% | $995 | 加仓 |
| — | EXXON MOBIL CORP | $27.57万 | 0.08% | 1,625 | 1,625 | — | $27.57万 | 新建仓 |
| DWM | WISDOMTREE TR | $27.56万 | 0.08% | 3,944 | -577 | -12.8% | -$4.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.54万 | 0.08% | 954 | 20 | 2.1% | $5,774 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.30万 | 0.08% | 11,031 | -2,143 | -16.3% | -$5.30万 | 减仓 |
| EMB | ISHARES TR | $25.22万 | 0.07% | 2,685 | -897 | -25.0% | -$8.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.57万 | 0.07% | 492 | 1 | 0.2% | $499 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.74万 | 0.07% | 411 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.32万 | 0.07% | 750 | 3 | 0.4% | $933 | 加仓 |
| HGER | HARBOR ETF TRUST | $21.39万 | 0.06% | 6,899 | -2,596 | -27.3% | -$8.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.37万 | 0.06% | 1,555 | 1,555 | — | $20.37万 | 新建仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -248,387 | -100.0% | -$1,128.92万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -5,293 | -100.0% | -$105.69万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -9,280 | -100.0% | -$43.44万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,480 | -100.0% | -$36.12万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -3,066 | -100.0% | -$31.39万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,735 | -100.0% | -$23.35万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |