Core Wealth Management, Inc.
JUPITER FL · SEC CIK 0001965150
$3.26亿2026Q1 申报市值
40持仓数
95.9%前十大占比 · 第一大 36.4%
1 / 0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+$242.34万
DUSB 加仓+$126.58万
DIMENSIONAL ETF 加仓+$100.48万
DFIP 加仓+$54.43万
EXXON MOBIL CORP 新建仓+$21.41万
2026Q1 卖出最多 按季末市值估算
IWV 减仓-$22.04万
DFAX 减仓-$16.53万
AAPL 减仓-$7.97万
NEE 减仓-$7.67万
DFEM 减仓-$6.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.91万 | 0.06% | 3,263 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.40万 | 0.07% | 754 | 44 | 6.2% | $1.25万 | 加仓 |
| — | EXXON MOBIL CORP | $21.41万 | 0.07% | 1,262 | 1,262 | — | $21.41万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $21.91万 | 0.07% | 683 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.58万 | 0.07% | 1,177 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $22.83万 | 0.07% | 5,001 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $23.96万 | 0.07% | 401 | 12 | 3.1% | $7,171 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.56万 | 0.08% | 1,252 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.14万 | 0.08% | 4,025 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $26.91万 | 0.08% | 616 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $27.29万 | 0.08% | 6,048 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $28.27万 | 0.09% | 1,937 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $28.49万 | 0.09% | 769 | -595 | -43.6% | -$22.04万 | 减仓 |
| MUB | ISHARES TR | $29.50万 | 0.09% | 2,779 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.68万 | 0.09% | 1,255 | 37 | 3.0% | $9,044 | 加仓 |
| SPTM | SPDR SERIES TRUST | $30.88万 | 0.09% | 3,906 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.45万 | 0.10% | 2,177 | 90 | 4.3% | $1.30万 | 加仓 |
| IVW | ISHARES TR | $34.13万 | 0.10% | 3,017 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $41.29万 | 0.13% | 10,599 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $43.65万 | 0.13% | 12,286 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $50.34万 | 0.15% | 10,513 | -2 | -0.0% | -$96 | 减仓 |
| NVDA | NVIDIA CORPORATION | $53.33万 | 0.16% | 3,058 | -4 | -0.1% | -$698 | 减仓 |
| MSFT | MICROSOFT CORP | $56.49万 | 0.17% | 1,526 | 34 | 2.3% | $1.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.93万 | 0.22% | 1,501 | -1 | -0.1% | -$479 | 减仓 |
| AMZN | AMAZON COM INC | $74.98万 | 0.23% | 3,600 | -21 | -0.6% | -$4,374 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $93.37万 | 0.29% | 35,129 | 7,103 | 25.3% | $18.88万 | 加仓 |
| MCD | MCDONALDS CORP | $94.70万 | 0.29% | 3,047 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $107.38万 | 0.33% | 3,734 | -115 | -3.0% | -$3.31万 | 减仓 |
| AAPL | APPLE INC | $107.52万 | 0.33% | 4,237 | -314 | -6.9% | -$7.97万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $167.99万 | 0.51% | 48,622 | -1,786 | -3.5% | -$6.17万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $237.30万 | 0.73% | 46,795 | 24,962 | 114.3% | $126.58万 | 加仓 |
| AGG | ISHARES TR | $239.01万 | 0.73% | 24,077 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $300.73万 | 0.92% | 32,378 | -826 | -2.5% | -$7.67万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $663.02万 | 2.03% | 138,331 | 587 | 0.4% | $2.81万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,058.58万 | 3.24% | 253,735 | 13,047 | 5.4% | $54.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,147.85万 | 3.52% | 485,351 | 7,454 | 1.6% | $17.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $7,478.51万 | 22.92% | 1,771,320 | 57,400 | 3.3% | $242.34万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,132.56万 | 24.92% | 2,394,043 | -4,867 | -0.2% | -$16.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.19亿 | 36.37% | 3,054,577 | 25,856 | 0.9% | $100.48万 | 加仓 |