REGIMEN WEALTH, LLC
ATLANTA GA · SEC CIK 0001963863
$3.71亿2026Q2 申报市值
76持仓数
62.4%前十大占比 · 第一大 8.9%
3 / 1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
DFCF 加仓+$81.83万
HDV 加仓+$73.86万
VWOB 加仓+$73.12万
VTEB 加仓+$72.77万
FBND 加仓+$72.52万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$69.44万
WPM 清仓-$20.37万
IUSB 减仓-$6.51万
IVW 减仓-$5.70万
DYNF 减仓-$5.28万
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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | $3,299.77万 | 8.89% | 1,203,858 | 26,948 | 2.3% | $73.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,997.63万 | 8.08% | 945,328 | 16,981 | 1.8% | $53.85万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,827.52万 | 7.62% | 669,870 | 19,386 | 3.0% | $81.83万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,690.73万 | 7.25% | 591,500 | 15,942 | 2.8% | $72.52万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,629.85万 | 7.09% | 519,938 | 14,388 | 2.8% | $72.77万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,303.26万 | 6.21% | 342,544 | 10,874 | 3.3% | $73.12万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,782.78万 | 4.81% | 361,848 | 3,737 | 1.0% | $18.41万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,679.86万 | 4.53% | 278,629 | 5,232 | 1.9% | $31.54万 | 加仓 |
| USFR | WISDOMTREE TR | $1,511.21万 | 4.07% | 300,141 | 6,255 | 2.1% | $31.49万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,411.44万 | 3.80% | 143,731 | 3,638 | 2.6% | $35.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,361.31万 | 3.67% | 109,114 | 967 | 0.9% | $12.06万 | 加仓 |
| EFG | ISHARES TR | $1,302.06万 | 3.51% | 104,650 | 2,180 | 2.1% | $27.12万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,292.93万 | 3.48% | 42,211 | 287 | 0.7% | $8.79万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,289.74万 | 3.48% | 350,091 | 8,501 | 2.5% | $31.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,209.97万 | 3.26% | 357,556 | 632 | 0.2% | $2.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,129.65万 | 3.04% | 189,253 | 2,162 | 1.2% | $12.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $502.96万 | 1.36% | 42,357 | 14 | 0.0% | $1,662 | 加仓 |
| AAPL | APPLE INC | $470.99万 | 1.27% | 16,277 | 15 | 0.1% | $4,340 | 加仓 |
| IUSB | ISHARES TR | $349.64万 | 0.94% | 75,655 | -1,409 | -1.8% | -$6.51万 | 减仓 |
| IVE | ISHARES TR | $316.52万 | 0.85% | 13,875 | -114 | -0.8% | -$2.60万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $277.13万 | 0.75% | 40,633 | -774 | -1.9% | -$5.28万 | 减仓 |
| IVV | ISHARES TR | $264.34万 | 0.71% | 3,518 | -68 | -1.9% | -$5.11万 | 减仓 |
| IVW | ISHARES TR | $236.53万 | 0.64% | 17,141 | -413 | -2.4% | -$5.70万 | 减仓 |
| IEMG | ISHARES INC | $192.84万 | 0.52% | 23,136 | 209 | 0.9% | $1.74万 | 加仓 |
| OEF | ISHARES TR | $191.72万 | 0.52% | 5,221 | -99 | -1.9% | -$3.64万 | 减仓 |
| MUB | ISHARES TR | $189.77万 | 0.51% | 17,633 | 140 | 0.8% | $1.51万 | 加仓 |
| IWF | ISHARES TR | $171.82万 | 0.46% | 13,837 | 13 | 0.1% | $1,614 | 加仓 |
| EFV | ISHARES TR | $154.26万 | 0.42% | 20,046 | 240 | 1.2% | $1.85万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.40% | 2 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $146.09万 | 0.39% | 27,733 | -934 | -3.3% | -$4.92万 | 减仓 |
| IWB | ISHARES TR | $133.29万 | 0.36% | 3,255 | 7 | 0.2% | $2,866 | 加仓 |
| MTUM | ISHARES TR | $132.81万 | 0.36% | 3,872 | -113 | -2.8% | -$3.88万 | 减仓 |
| AMZN | AMAZON COM INC | $132.37万 | 0.36% | 5,554 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $128.94万 | 0.35% | 12,813 | -99 | -0.8% | -$9,963 | 减仓 |
| SPYM | SPDR SERIES TRUST | $122.41万 | 0.33% | 13,929 | 4,458 | 47.1% | $39.18万 | 加仓 |
| EMXC | ISHARES INC | $119.17万 | 0.32% | 11,711 | -266 | -2.2% | -$2.71万 | 减仓 |
| QUAL | ISHARES TR | $106.92万 | 0.29% | 4,856 | -114 | -2.3% | -$2.51万 | 减仓 |
| IWD | ISHARES TR | $106.91万 | 0.29% | 4,410 | 14 | 0.3% | $3,394 | 加仓 |
| MBB | ISHARES TR | $106.28万 | 0.29% | 11,236 | -243 | -2.1% | -$2.30万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $99.50万 | 0.27% | 22,996 | -427 | -1.8% | -$1.85万 | 减仓 |
| IWS | ISHARES TR | $88.34万 | 0.24% | 5,367 | 17 | 0.3% | $2,798 | 加仓 |
| BIL | SPDR SERIES TRUST | $86.18万 | 0.23% | 9,404 | -7,578 | -44.6% | -$69.44万 | 减仓 |
| KO | COCA COLA CO | $83.27万 | 0.22% | 10,246 | 71 | 0.7% | $5,770 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $81.45万 | 0.22% | 15,577 | -394 | -2.5% | -$2.06万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $79.18万 | 0.21% | 15,577 | 142 | 0.9% | $7,218 | 加仓 |
| IAGG | ISHARES TR | $75.01万 | 0.20% | 14,781 | -361 | -2.4% | -$1.83万 | 减仓 |
| IUSV | ISHARES TR | $67.78万 | 0.18% | 6,154 | 25 | 0.4% | $2,754 | 加仓 |
| IDEV | ISHARES TR | $66.93万 | 0.18% | 7,519 | 150 | 2.0% | $1.34万 | 加仓 |
| AGG | ISHARES TR | $64.56万 | 0.17% | 6,522 | -237 | -3.5% | -$2.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $60.09万 | 0.16% | 7,906 | -16 | -0.2% | -$1,216 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.29万 | 0.15% | 727 | 2 | 0.3% | $1,493 | 加仓 |
| ACWX | ISHARES TR | $53.96万 | 0.15% | 7,090 | 78 | 1.1% | $5,936 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.65万 | 0.14% | 2,267 | 9 | 0.4% | $2,130 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.13万 | 0.14% | 17,373 | 59 | 0.3% | $1,736 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.42万 | 0.12% | 603 | 192 | 46.7% | $14.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $38.17万 | 0.10% | 4,464 | 10 | 0.2% | $855 | 加仓 |
| COWZ | PACER FDS TR | $37.12万 | 0.10% | 5,967 | 10 | 0.2% | $622 | 加仓 |
| MRK | MERCK &CO INC | $34.28万 | 0.09% | 2,668 | 19 | 0.7% | $2,441 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $34.27万 | 0.09% | 14,815 | 151 | 1.0% | $3,493 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.15万 | 0.08% | 3,866 | 50 | 1.3% | $4,029 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.74万 | 0.08% | 11,097 | 66 | 0.6% | $1,828 | 加仓 |
| IEF | ISHARES TR | $30.65万 | 0.08% | 3,241 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $29.30万 | 0.08% | 4,002 | 58 | 1.5% | $4,247 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $27.97万 | 0.08% | 7,036 | 7,036 | — | $27.97万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.69万 | 0.07% | 296 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $26.84万 | 0.07% | 9,148 | 2,249 | 32.6% | $6.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.30万 | 0.07% | 493 | 1 | 0.2% | $513 | 加仓 |
| EMB | ISHARES TR | $25.12万 | 0.07% | 2,605 | -80 | -3.0% | -$7,716 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $22.79万 | 0.06% | 3,154 | -197 | -5.9% | -$1.42万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $22.71万 | 0.06% | 749 | -113 | -13.1% | -$3.43万 | 重新持有 |
| — | EXXON MOBIL CORP | $22.29万 | 0.06% | 1,631 | 6 | 0.4% | $820 | 加仓 |
| SNPS | SYNOPSYS INC | $21.23万 | 0.06% | 476 | 0 | 0.0% | — | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $20.68万 | 0.06% | 611 | 3 | 0.5% | $1,015 | 重新持有 |
| ON | ON SEMICONDUCTOR CORP | $20.54万 | 0.06% | 2,173 | 2,173 | — | $20.54万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.35万 | 0.05% | 5,612 | 5,612 | — | $20.35万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.28万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,555 | -100.0% | -$20.37万 | 清仓 |