Envision Financial Planning, LLC
MEMPHIS TN · SEC CIK 0001964460
$3.07亿2026Q2 申报市值
55持仓数
64.0%前十大占比 · 第一大 9.0%
5 / 2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
BRK/B 新建仓+$961.10万
SCHP 新建仓+$882.15万
FBND 加仓+$213.88万
DIMENSIONAL ETF 加仓+$59.28万
CGMU 加仓+$59.02万
2026Q2 卖出最多 按季末市值估算
XLV 清仓-$830.54万
IBDY 减仓-$259.03万
GOVT 减仓-$182.72万
DFAE 减仓-$59.32万
WMT 清仓-$22.07万
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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -56,649 | -100.0% | -$830.54万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,776 | -100.0% | -$22.07万 | 清仓 |
| IBRX | IMMUNITYBIO INC | $9.15万 | 0.03% | 10,450 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.69万 | 0.07% | 1,610 | -113 | -6.6% | -$1.45万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $21.22万 | 0.07% | 4,341 | 4,341 | — | $21.22万 | 新建仓 |
| EFA | ISHARES TR | $22.06万 | 0.07% | 2,124 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.11万 | 0.07% | 4,983 | -94 | -1.9% | -$4,170 | 重新持有 |
| FDX | FEDEX CORP | $26.49万 | 0.09% | 846 | 241 | 39.8% | $7.55万 | 加仓 |
| GOOGL | ALPHABET INC | $26.93万 | 0.09% | 754 | 1 | 0.1% | $357 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $28.69万 | 0.09% | 5,935 | 51 | 0.9% | $2,465 | 加仓 |
| KO | COCA COLA CO | $29.01万 | 0.09% | 3,569 | 3,569 | — | $29.01万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $29.99万 | 0.10% | 12,422 | 12,422 | — | $29.99万 | 新建仓 |
| MSFT | MICROSOFT CORP | $30.37万 | 0.10% | 814 | 96 | 13.4% | $3.58万 | 加仓 |
| QUAL | ISHARES TR | $37.17万 | 0.12% | 1,694 | -150 | -8.1% | -$3.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $42.68万 | 0.14% | 5,479 | 848 | 18.3% | $6.61万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $44.30万 | 0.14% | 9,824 | 11 | 0.1% | $496 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $46.61万 | 0.15% | 9,459 | -328 | -3.4% | -$1.62万 | 减仓 |
| AAPL | APPLE INC | $55.42万 | 0.18% | 1,915 | 8 | 0.4% | $2,315 | 加仓 |
| IAU | ISHARES GOLD TR | $56.55万 | 0.18% | 7,489 | 1,822 | 32.2% | $13.76万 | 加仓 |
| IBMP | ISHARES TR | $56.64万 | 0.18% | 22,280 | -968 | -4.2% | -$2.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $75.75万 | 0.25% | 3,476 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $86.17万 | 0.28% | 18,480 | -13 | -0.1% | -$606 | 减仓 |
| VBR | VANGUARD INDEX FDS | $90.54万 | 0.29% | 3,726 | -251 | -6.3% | -$6.10万 | 减仓 |
| TSLA | TESLA INC | $91.61万 | 0.30% | 2,178 | -135 | -5.8% | -$5.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $107.98万 | 0.35% | 2,918 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $108.77万 | 0.35% | 4,883 | 599 | 14.0% | $13.34万 | 加仓 |
| IBMR | ISHARES TR | $112.61万 | 0.37% | 44,351 | -178 | -0.4% | -$4,519 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $121.29万 | 0.39% | 28,359 | -1,292 | -4.4% | -$5.53万 | 减仓 |
| IBMQ | ISHARES TR | $123.12万 | 0.40% | 48,131 | 3,338 | 7.5% | $8.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $127.10万 | 0.41% | 15,775 | -161 | -1.0% | -$1.30万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $178.54万 | 0.58% | 13,691 | -82 | -0.6% | -$1.07万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $181.50万 | 0.59% | 82,807 | 2,463 | 3.1% | $5.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $194.53万 | 0.63% | 6,351 | 1 | 0.0% | $306 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $199.53万 | 0.65% | 24,101 | 1,777 | 8.0% | $14.71万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $217.50万 | 0.71% | 58,374 | -886 | -1.5% | -$3.30万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $247.21万 | 0.80% | 117,801 | 7,543 | 6.8% | $15.83万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $279.70万 | 0.91% | 108,391 | 6,478 | 6.4% | $16.72万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $301.81万 | 0.98% | 120,053 | 7,169 | 6.4% | $18.02万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $302.03万 | 0.98% | 122,522 | 7,529 | 6.5% | $18.56万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $434.74万 | 1.41% | 109,950 | 14,520 | 15.2% | $57.41万 | 加仓 |
| IBDU | ISHARES TR | $707.47万 | 2.30% | 305,471 | 2,075 | 0.7% | $4.81万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $725.17万 | 2.36% | 263,987 | 21,485 | 8.9% | $59.02万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $882.15万 | 2.87% | 332,888 | 332,888 | — | $882.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $961.10万 | 3.13% | 19,207 | 19,207 | — | $961.10万 | 新建仓 |
| AVMC | AMERICAN CENTY ETF TR | $1,148.38万 | 3.74% | 143,101 | 1,644 | 1.2% | $13.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,178.72万 | 3.84% | 143,153 | -1,469 | -1.0% | -$12.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,259.41万 | 4.10% | 153,699 | -129 | -0.1% | -$1.06万 | 减仓 |
| IBDW | ISHARES TR | $1,337.51万 | 4.35% | 641,798 | 2,031 | 0.3% | $4.23万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,496.68万 | 4.87% | 438,588 | 9,559 | 2.2% | $32.62万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,649.53万 | 5.37% | 399,885 | 547 | 0.1% | $2.26万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,809.12万 | 5.89% | 449,919 | -14,752 | -3.2% | -$59.32万 | 减仓 |
| IBDY | ISHARES TR | $1,899.96万 | 6.18% | 737,993 | -100,614 | -12.0% | -$259.03万 | 减仓 |
| GOVT | ISHARES TR | $1,931.01万 | 6.28% | 847,680 | -80,209 | -8.6% | -$182.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,984.82万 | 6.46% | 475,633 | 14,206 | 3.1% | $59.28万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,097.30万 | 6.82% | 639,031 | 10,083 | 1.6% | $33.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,711.46万 | 8.82% | 524,562 | 607 | 0.1% | $3.14万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,762.55万 | 8.99% | 607,288 | 47,016 | 8.4% | $213.88万 | 加仓 |