Great Waters Wealth Management
SHOREVIEW MN · SEC CIK 0001964535
$9.45亿2026Q1 申报市值
121持仓数
87.2%前十大占比 · 第一大 21.1%
6 / 2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 加仓+$1,508.18万
DFSD 加仓+$1,073.12万
DFUS 加仓+$938.59万
DIMENSIONAL ETF 加仓+$334.23万
DIMENSIONAL ETF 加仓+$187.47万
2026Q1 卖出最多 按季末市值估算
DFIC 减仓-$262.00万
BND 减仓-$147.02万
IWM 减仓-$129.68万
DFAE 减仓-$96.39万
COMERICA INC 清仓-$35.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $26.67万 | 0.03% | 3,364 | -88 | -2.5% | -$6,977 | 减仓 |
| GOOG | ALPHABET INC | $26.28万 | 0.03% | 916 | 99 | 12.1% | $2.84万 | 加仓 |
| ABBV | ABBVIE INC | $25.77万 | 0.03% | 1,185 | 4 | 0.3% | $870 | 加仓 |
| CVX | CHEVRON CORP NEW | $25.29万 | 0.03% | 1,222 | 1,222 | — | $25.29万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.79万 | 0.03% | 1,461 | 1,461 | — | $24.79万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $24.74万 | 0.03% | 3,447 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $24.12万 | 0.03% | 5,352 | 0 | 0.0% | — | 重新持有 |
| IGM | ISHARES TR | $24.03万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| FLRT | PACER FDS TR | $23.12万 | 0.02% | 4,993 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.93万 | 0.02% | 1,559 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $22.75万 | 0.02% | 634 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $22.41万 | 0.02% | 13,066 | -518 | -3.8% | -$8,884 | 减仓 |
| AMAT | APPLIED MATLS INC | $22.39万 | 0.02% | 655 | 655 | — | $22.39万 | 新建仓 |
| PSO | PEARSON PLC | $22.06万 | 0.02% | 16,800 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $21.49万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.25万 | 0.02% | 2,288 | 2,288 | — | $21.25万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $20.44万 | 0.02% | 2,671 | 2,671 | — | $20.44万 | 新建仓 |
| PFFA | ETFIS SER TR I | $20.36万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $16.18万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $15.60万 | 0.02% | 12,186 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $9.36万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COMERICA INC | $0 | 0.00% | 0 | -4,051 | -100.0% | -$35.22万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -733 | -100.0% | -$21.71万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |