Arista Wealth Management, LLC
Las Vegas NV · SEC CIK 0001964758
$9.27亿2026Q2 申报市值
266持仓数
55.0%前十大占比 · 第一大 11.7%
37 / 30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
SCHG 加仓+$469.14万
VCIT 加仓+$190.77万
DIMENSIONAL ETF 加仓+$188.10万
DFAU 加仓+$185.98万
DFAI 加仓+$136.49万
2026Q2 卖出最多 按季末市值估算
DELL 重新持有-$323.51万
VOOG 减仓-$208.10万
ZIM 重新持有-$158.86万
AMD 减仓-$148.54万
MU 减仓-$127.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $111.98万 | 0.12% | 2,439 | 933 | 62.0% | $42.84万 | 加仓 |
| ATI | ATI INC | $113.39万 | 0.12% | 5,753 | -3,468 | -37.6% | -$68.35万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $116.09万 | 0.13% | 29,258 | -83 | -0.3% | -$3,293 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $117.64万 | 0.13% | 13,642 | 157 | 1.2% | $1.35万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $117.72万 | 0.13% | 3,452 | 2 | 0.1% | $682 | 加仓 |
| WMB | WILLIAMS COS INC | $118.07万 | 0.13% | 15,883 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $125.94万 | 0.14% | 4,659 | 4 | 0.1% | $1,081 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $127.01万 | 0.14% | 2,059 | 16 | 0.8% | $9,869 | 加仓 |
| WFC | WELLS FARGO & CO | $130.50万 | 0.14% | 15,791 | -4,202 | -21.0% | -$34.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $131.30万 | 0.14% | 12,630 | 553 | 4.6% | $5.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $134.57万 | 0.15% | 5,167 | 1,605 | 45.1% | $41.80万 | 加仓 |
| LRN | STRIDE INC | $137.87万 | 0.15% | 15,987 | -1,471 | -8.4% | -$12.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $138.28万 | 0.15% | 9,430 | -1,078 | -10.3% | -$15.81万 | 减仓 |
| INTC | INTEL CORP | $138.72万 | 0.15% | 9,935 | 3,607 | 57.0% | $50.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.24万 | 0.15% | 2,843 | 364 | 14.7% | $18.21万 | 加仓 |
| GM | GENERAL MTRS CO | $143.06万 | 0.15% | 18,560 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $143.29万 | 0.15% | 2,858 | -1,012 | -26.1% | -$50.74万 | 减仓 |
| HD | HOME DEPOT INC | $144.07万 | 0.16% | 4,085 | -41 | -1.0% | -$1.45万 | 减仓 |
| IDEV | ISHARES TR | $149.25万 | 0.16% | 16,767 | -4,039 | -19.4% | -$35.95万 | 减仓 |
| IWF | ISHARES TR | $152.78万 | 0.16% | 12,304 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $152.89万 | 0.16% | 1,106 | -192 | -14.8% | -$26.54万 | 减仓 |
| ADBE | ADOBE INC | $153.58万 | 0.17% | 7,491 | -987 | -11.6% | -$20.24万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $153.60万 | 0.17% | 4,648 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $154.28万 | 0.17% | 16,541 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $160.66万 | 0.17% | 3,275 | 515 | 18.7% | $25.26万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $160.84万 | 0.17% | 37,284 | -1,822 | -4.7% | -$7.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $162.03万 | 0.17% | 9,775 | 113 | 1.2% | $1.87万 | 加仓 |
| CB | CHUBB LIMITED | $162.57万 | 0.18% | 4,771 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $169.93万 | 0.18% | 17,805 | -39 | -0.2% | -$3,722 | 减仓 |
| CLS | CELESTICA INC | $171.97万 | 0.19% | 4,714 | 1,117 | 31.1% | $40.75万 | 加仓 |
| PFE | PFIZER INC | $172.60万 | 0.19% | 71,676 | 10,039 | 16.3% | $24.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $172.70万 | 0.19% | 9,546 | 10 | 0.1% | $1,809 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $176.74万 | 0.19% | 6,070 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $181.87万 | 0.20% | 43,088 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $183.94万 | 0.20% | 4,663 | -980 | -17.4% | -$38.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $184.58万 | 0.20% | 4,647 | 1,152 | 33.0% | $45.76万 | 加仓 |
| USIG | ISHARES TR | $188.95万 | 0.20% | 36,839 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $193.50万 | 0.21% | 5,477 | 308 | 6.0% | $10.88万 | 加仓 |
| INCY | INCYTE CORP | $200.94万 | 0.22% | 17,726 | 2,672 | 17.7% | $30.29万 | 加仓 |
| WMT | WALMART INC | $201.23万 | 0.22% | 17,767 | 1,261 | 7.6% | $14.28万 | 加仓 |
| PFF | ISHARES TR | $212.56万 | 0.23% | 69,716 | 1,898 | 2.8% | $5.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $219.64万 | 0.24% | 4,311 | 183 | 4.4% | $9.32万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $221.30万 | 0.24% | 4,345 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $224.20万 | 0.24% | 1,979 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $224.43万 | 0.24% | 2,219 | -700 | -24.0% | -$70.80万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $235.79万 | 0.25% | 44,691 | -1,193 | -2.6% | -$6.29万 | 减仓 |
| F | FORD MTR CO | $235.92万 | 0.25% | 169,728 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $238.00万 | 0.26% | 27,116 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $241.70万 | 0.26% | 50,852 | 207 | 0.4% | $9,839 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $246.68万 | 0.27% | 9,713 | 200 | 2.1% | $5.08万 | 加仓 |
| BLK | BLACKROCK INC | $262.70万 | 0.28% | 2,732 | -7 | -0.3% | -$6,731 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $263.00万 | 0.28% | 11,744 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $267.27万 | 0.29% | 7,790 | 190 | 2.5% | $6.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $268.96万 | 0.29% | 4,630 | -2,557 | -35.6% | -$148.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $287.15万 | 0.31% | 11,817 | -3 | -0.0% | -$729 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $292.41万 | 0.32% | 7,791 | -1,398 | -15.2% | -$52.47万 | 减仓 |
| ABBV | ABBVIE INC | $297.31万 | 0.32% | 11,815 | 316 | 2.7% | $7.95万 | 加仓 |
| AGG | ISHARES TR | $299.98万 | 0.32% | 30,307 | 269 | 0.9% | $2.66万 | 加仓 |
| CSCO | CISCO SYS INC | $301.68万 | 0.33% | 25,684 | -237 | -0.9% | -$2.78万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $310.30万 | 0.33% | 35,309 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $310.82万 | 0.34% | 38,246 | -102 | -0.3% | -$8,289 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $345.02万 | 0.37% | 2,989 | -1,104 | -27.0% | -$127.43万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $364.36万 | 0.39% | 98,904 | 3,424 | 3.6% | $12.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $375.63万 | 0.41% | 11,105 | 480 | 4.5% | $16.24万 | 加仓 |
| IEUR | ISHARES TR | $380.85万 | 0.41% | 50,665 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $411.59万 | 0.44% | 21,694 | 423 | 2.0% | $8.03万 | 加仓 |
| META | META PLATFORMS INC | $429.49万 | 0.46% | 7,625 | 56 | 0.7% | $3.15万 | 加仓 |
| — | EXXON MOBIL CORP | $512.12万 | 0.55% | 37,458 | 4,312 | 13.0% | $58.95万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $591.61万 | 0.64% | 69,202 | -334 | -0.5% | -$2.86万 | 减仓 |
| IVV | ISHARES TR | $626.08万 | 0.68% | 8,360 | -86 | -1.0% | -$6.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $660.52万 | 0.71% | 17,850 | -12 | -0.1% | -$4,440 | 减仓 |
| LRCX | LAM RESEARCH CORP | $696.40万 | 0.75% | 16,071 | 2,491 | 18.3% | $107.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $702.12万 | 0.76% | 7,505 | 54 | 0.7% | $5.05万 | 加仓 |
| LLY | ELI LILLY & CO | $702.39万 | 0.76% | 5,856 | 58 | 1.0% | $6.96万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $796.84万 | 0.86% | 97,246 | -2,216 | -2.2% | -$18.16万 | 减仓 |
| GOOGL | ALPHABET INC | $841.08万 | 0.91% | 23,535 | -1,947 | -7.6% | -$69.58万 | 减仓 |
| — | GBANK FINL HLDGS INC | $895.04万 | 0.97% | 295,296 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $929.70万 | 1.00% | 24,924 | 1,044 | 4.4% | $38.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,035.97万 | 1.12% | 233,536 | 11 | 0.0% | $488 | 加仓 |
| AVGO | BROADCOM INC | $1,053.81万 | 1.14% | 27,897 | -994 | -3.4% | -$37.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1,060.21万 | 1.14% | 44,483 | -330 | -0.7% | -$7.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,283.47万 | 1.39% | 64,145 | 2,438 | 4.0% | $48.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,324.87万 | 1.43% | 40,475 | 50 | 0.1% | $1.64万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,557.20万 | 1.68% | 460,164 | 138,635 | 43.1% | $469.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,951.99万 | 2.11% | 28,421 | -616 | -2.1% | -$42.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,982.75万 | 2.14% | 26,551 | -46 | -0.2% | -$3.44万 | 减仓 |
| AAPL | APPLE INC | $2,070.07万 | 2.23% | 71,540 | -1,838 | -2.5% | -$53.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,542.49万 | 2.74% | 295,158 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2,566.12万 | 2.77% | 638,179 | 22,096 | 3.6% | $88.85万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,759.42万 | 2.98% | 467,858 | 20,404 | 4.6% | $120.34万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,574.51万 | 3.86% | 614,178 | 18,569 | 3.1% | $108.07万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,443.21万 | 4.79% | 1,077,141 | 33,089 | 3.2% | $136.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,067.68万 | 5.47% | 613,150 | 23,082 | 3.9% | $190.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,347.33万 | 9.01% | 2,151,928 | 48,492 | 2.3% | $188.10万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $8,713.13万 | 9.40% | 1,054,603 | -25,187 | -2.3% | -$208.10万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.09亿 | 11.74% | 2,104,785 | 35,980 | 1.7% | $185.98万 | 加仓 |