Arista Wealth Management, LLC
Las Vegas NV · SEC CIK 0001964758
$8.22亿2026Q1 申报市值
253持仓数
55.1%前十大占比 · 第一大 11.4%
35 / 34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
SCHG 加仓+$789.53万
DFUS 加仓+$536.24万
FNDF 新建仓+$224.51万
META 加仓+$148.46万
ADBE 加仓+$147.45万
2026Q1 卖出最多 按季末市值估算
VOOG 减仓-$441.08万
DFAU 减仓-$339.91万
COHR 重新持有-$181.80万
IGV 清仓-$169.51万
DFAI 减仓-$164.12万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $9,334.45万 | 11.36% | 2,068,805 | -75,334 | -3.5% | -$339.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,370.44万 | 8.97% | 2,103,436 | 24,269 | 1.2% | $85.04万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,337.01万 | 8.93% | 179,965 | -10,819 | -5.7% | -$441.08万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,882.81万 | 5.94% | 590,068 | 12,861 | 2.2% | $106.42万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,067.63万 | 4.95% | 1,044,052 | -42,126 | -3.9% | -$164.12万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,486.69万 | 4.24% | 595,609 | 15,781 | 2.7% | $92.38万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,664.59万 | 3.24% | 447,454 | 11,528 | 2.6% | $68.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,148.70万 | 2.62% | 49,193 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2,086.06万 | 2.54% | 616,083 | -21,835 | -3.4% | -$73.93万 | 减仓 |
| AAPL | APPLE INC | $1,862.27万 | 2.27% | 73,378 | -700 | -0.9% | -$17.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,735.13万 | 2.11% | 29,037 | -1,416 | -4.6% | -$84.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,729.71万 | 2.11% | 26,597 | 12 | 0.0% | $7,804 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,189.14万 | 1.45% | 40,425 | 1,803 | 4.7% | $53.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,076.17万 | 1.31% | 61,707 | -1,774 | -2.8% | -$30.94万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $936.61万 | 1.14% | 321,529 | 271,038 | 536.8% | $789.53万 | 加仓 |
| AMZN | AMAZON COM INC | $933.32万 | 1.14% | 44,813 | 5,023 | 12.6% | $104.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $907.48万 | 1.10% | 233,525 | -321 | -0.1% | -$1.25万 | 减仓 |
| AVGO | BROADCOM INC | $894.21万 | 1.09% | 28,891 | 2,122 | 7.9% | $65.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $883.96万 | 1.08% | 23,880 | 1,026 | 4.5% | $37.98万 | 加仓 |
| — | GBANK FINL HLDGS INC | $790.21万 | 0.96% | 295,296 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $742.41万 | 0.90% | 7,451 | 1,402 | 23.2% | $139.69万 | 加仓 |
| GOOGL | ALPHABET INC | $732.76万 | 0.89% | 25,482 | 1,123 | 4.6% | $32.29万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $705.29万 | 0.86% | 99,462 | 75,622 | 317.2% | $536.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $573.03万 | 0.70% | 17,862 | -6 | -0.0% | -$1,925 | 减仓 |
| — | EXXON MOBIL CORP | $562.35万 | 0.68% | 33,146 | 227 | 0.7% | $3.85万 | 加仓 |
| IVV | ISHARES TR | $551.71万 | 0.67% | 8,446 | 63 | 0.8% | $4.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $536.19万 | 0.65% | 69,536 | -1,271 | -1.8% | -$9.80万 | 减仓 |
| LLY | ELI LILLY & CO | $533.28万 | 0.65% | 5,798 | 44 | 0.8% | $4.05万 | 加仓 |
| META | META PLATFORMS INC | $433.03万 | 0.53% | 7,569 | 2,595 | 52.2% | $148.46万 | 加仓 |
| RTX | RTX CORPORATION | $410.32万 | 0.50% | 21,271 | 388 | 1.9% | $7.48万 | 加仓 |
| IEUR | ISHARES TR | $356.02万 | 0.43% | 50,665 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $324.35万 | 0.39% | 95,480 | 2,626 | 2.8% | $8.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $321.39万 | 0.39% | 10,625 | -47 | -0.4% | -$1.42万 | 减仓 |
| AGG | ISHARES TR | $298.19万 | 0.36% | 30,038 | 865 | 3.0% | $8.59万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $296.43万 | 0.36% | 4,345 | 132 | 3.1% | $9.01万 | 加仓 |
| KO | COCA COLA CO | $291.63万 | 0.35% | 38,348 | -1,071 | -2.7% | -$8.14万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $290.15万 | 0.35% | 13,580 | -2,814 | -17.2% | -$60.12万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $270.26万 | 0.33% | 35,309 | -1,916 | -5.1% | -$14.67万 | 减仓 |
| BLK | BLACKROCK INC | $263.41万 | 0.32% | 2,739 | 13 | 0.5% | $1.25万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $256.79万 | 0.31% | 11,820 | -625 | -5.0% | -$13.58万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $255.33万 | 0.31% | 9,189 | 24 | 0.3% | $6,669 | 加仓 |
| NEE | NEXTERA ENERGY INC | $251.85万 | 0.31% | 27,116 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $250.09万 | 0.30% | 11,499 | 83 | 0.7% | $1.81万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $249.49万 | 0.30% | 4,128 | -334 | -7.5% | -$20.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $246.95万 | 0.30% | 2,919 | -892 | -23.4% | -$75.46万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $238.61万 | 0.29% | 11,744 | 17 | 0.1% | $3,454 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $232.54万 | 0.28% | 9,513 | -1,457 | -13.3% | -$35.61万 | 减仓 |
| V | VISA INC | $229.70万 | 0.28% | 7,600 | 11 | 0.1% | $3,325 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $224.51万 | 0.27% | 45,884 | 45,884 | — | $224.51万 | 新建仓 |
| CSX | CSX CORP | $207.90万 | 0.25% | 50,645 | 104 | 0.2% | $4,269 | 加仓 |
| ADBE | ADOBE INC | $206.08万 | 0.25% | 8,478 | 6,066 | 251.5% | $147.45万 | 加仓 |
| PFF | ISHARES TR | $205.62万 | 0.25% | 67,818 | 13,822 | 25.6% | $41.91万 | 加仓 |
| WMT | WALMART INC | $205.13万 | 0.25% | 16,506 | -100 | -0.6% | -$1.24万 | 减仓 |
| CSCO | CISCO SYS INC | $201.12万 | 0.24% | 25,921 | 147 | 0.6% | $1.14万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $200.69万 | 0.24% | 6,070 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $199.91万 | 0.24% | 9,662 | 93 | 1.0% | $1.92万 | 加仓 |
| F | FORD MTR CO | $195.87万 | 0.24% | 169,728 | 53 | 0.0% | $612 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $190.22万 | 0.23% | 3,870 | 1,029 | 36.2% | $50.58万 | 加仓 |
| USIG | ISHARES TR | $188.73万 | 0.23% | 36,839 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $181.92万 | 0.22% | 43,088 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $173.88万 | 0.21% | 20,806 | 232 | 1.1% | $1.94万 | 加仓 |
| PFE | PFIZER INC | $173.08万 | 0.21% | 61,637 | 577 | 0.9% | $1.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $159.42万 | 0.19% | 12,077 | -2,640 | -17.9% | -$34.85万 | 减仓 |
| WFC | WELLS FARGO & CO | $159.17万 | 0.19% | 19,993 | 6,203 | 45.0% | $49.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $157.67万 | 0.19% | 9,536 | 48 | 0.5% | $7,936 | 加仓 |
| CB | CHUBB LTD SWITZ | $155.50万 | 0.19% | 4,771 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $154.60万 | 0.19% | 17,844 | -35 | -0.2% | -$3,032 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $154.19万 | 0.19% | 39,106 | -7,208 | -15.6% | -$28.42万 | 减仓 |
| LRN | STRIDE INC | $153.93万 | 0.19% | 17,458 | 5,242 | 42.9% | $46.22万 | 重新持有 |
| ORCL | ORACLE CORP | $153.23万 | 0.19% | 10,416 | 6,019 | 136.9% | $88.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $151.78万 | 0.18% | 10,508 | 108 | 1.0% | $1.56万 | 加仓 |
| GOOG | ALPHABET INC | $148.28万 | 0.18% | 5,169 | -1,426 | -21.6% | -$40.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $146.21万 | 0.18% | 7,187 | 5,328 | 286.6% | $108.39万 | 加仓 |
| MCD | MCDONALDS CORP | $144.67万 | 0.18% | 4,655 | -183 | -3.8% | -$5.69万 | 减仓 |
| URI | UNITED RENTALS INC | $144.18万 | 0.18% | 1,979 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $142.54万 | 0.17% | 3,092 | 1,099 | 55.1% | $50.66万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $141.92万 | 0.17% | 1,298 | 1,298 | — | $141.92万 | 新建仓 |
| INCY | INCYTE CORP | $141.69万 | 0.17% | 15,054 | 15,054 | — | $141.69万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $141.34万 | 0.17% | 4,648 | 18 | 0.4% | $5,473 | 加仓 |
| EWJ | ISHARES INC | $139.67万 | 0.17% | 16,541 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $138.28万 | 0.17% | 4,093 | 650 | 18.9% | $21.96万 | 加仓 |
| GM | GENERAL MTRS CO | $138.27万 | 0.17% | 18,560 | 5,556 | 42.7% | $41.39万 | 加仓 |
| HD | HOME DEPOT INC | $135.70万 | 0.17% | 4,126 | 42 | 1.0% | $1.38万 | 加仓 |
| COHR | COHERENT CORP | $134.42万 | 0.16% | 5,643 | -7,632 | -57.5% | -$181.80万 | 重新持有 |
| ATI | ATI INC | $134.13万 | 0.16% | 9,221 | 9,221 | — | $134.13万 | 新建仓 |
| IWF | ISHARES TR | $131.16万 | 0.16% | 3,076 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $129.63万 | 0.16% | 7,877 | 3,121 | 65.6% | $51.36万 | 加仓 |
| — | HONEYWELL INTL INC | $125.33万 | 0.15% | 5,545 | 35 | 0.6% | $7,911 | 加仓 |
| NFLX | NETFLIX INC. | $125.05万 | 0.15% | 13,006 | 12,531 | 2,638.1% | $120.49万 | 重新持有 |
| MCK | MCKESSON CORP | $123.92万 | 0.15% | 1,432 | 1,432 | — | $123.92万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.78万 | 0.14% | 2,479 | -66 | -2.6% | -$3.16万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $116.98万 | 0.14% | 7,438 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $115.60万 | 0.14% | 15,883 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $114.62万 | 0.14% | 28,100 | 21,100 | 301.4% | $86.07万 | 加仓 |
| ALL | ALLSTATE CORP | $113.50万 | 0.14% | 5,474 | 5,474 | — | $113.50万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $112.26万 | 0.14% | 29,341 | 29,341 | — | $112.26万 | 新建仓 |
| C | CITIGROUP INC | $112.20万 | 0.14% | 9,893 | 6,808 | 220.7% | $77.21万 | 加仓 |
| ADI | ANALOG DEVICES INC | $111.19万 | 0.14% | 3,495 | 10 | 0.3% | $3,181 | 加仓 |
| GILD | GILEAD SCIENCES INC | $109.98万 | 0.13% | 7,891 | 34 | 0.4% | $4,739 | 加仓 |
| CIEN | CIENA CORP | $107.15万 | 0.13% | 2,760 | 2,760 | — | $107.15万 | 新建仓 |