Core Wealth Management, Inc.
JUPITER FL · SEC CIK 0001965150
$3.56亿2026Q2 申报市值
42持仓数
95.7%前十大占比 · 第一大 37.3%
1 / 1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
DFCF 加仓+$475.81万
DFIP 加仓+$254.16万
DFNM 加仓+$59.27万
DIMENSIONAL ETF 加仓+$50.31万
GEV 新建仓+$24.67万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$297.92万
DIMENSIONAL ETF 减仓-$283.34万
EXXON MOBIL CORP 清仓-$21.41万
DFEM 减仓-$5.48万
GOOGL 减仓-$5.15万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,262 | -100.0% | -$21.41万 | 清仓 |
| MMM | 3M CO | $21.53万 | 0.06% | 1,330 | 49 | 3.8% | $7,934 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.25万 | 0.07% | 3,263 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $24.44万 | 0.07% | 1,606 | -331 | -17.1% | -$5.04万 | 减仓 |
| GEV | GE VERNOVA INC | $24.67万 | 0.07% | 210 | 210 | — | $24.67万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $25.20万 | 0.07% | 5,001 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.27万 | 0.07% | 683 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $25.83万 | 0.07% | 1,177 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.14万 | 0.08% | 4,025 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.22万 | 0.08% | 755 | 1 | 0.1% | $374 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.37万 | 0.08% | 413 | 12 | 3.0% | $8,242 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.29万 | 0.08% | 1,344 | 92 | 7.3% | $2.00万 | 加仓 |
| MUB | ISHARES TR | $29.91万 | 0.08% | 2,779 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $31.26万 | 0.09% | 6,048 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $31.63万 | 0.09% | 3,672 | -24 | -0.6% | -$2,067 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.85万 | 0.09% | 1,254 | -1 | -0.1% | -$254 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.57万 | 0.09% | 2,221 | 44 | 2.0% | $6,453 | 加仓 |
| IWV | ISHARES TR | $32.77万 | 0.09% | 769 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $35.46万 | 0.10% | 3,906 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $41.06万 | 0.12% | 1,204 | -2 | -0.2% | -$682 | 重新持有 |
| IVW | ISHARES TR | $41.49万 | 0.12% | 3,017 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $45.78万 | 0.13% | 12,286 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $47.42万 | 0.13% | 9,930 | -583 | -5.5% | -$2.78万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $50.63万 | 0.14% | 12,275 | 1,676 | 15.8% | $6.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.42万 | 0.15% | 1,432 | -94 | -6.2% | -$3.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $60.85万 | 0.17% | 3,041 | -17 | -0.6% | -$3,402 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.06万 | 0.21% | 1,500 | -1 | -0.1% | -$500 | 减仓 |
| MCD | MCDONALDS CORP | $82.31万 | 0.23% | 3,045 | -2 | -0.1% | -$541 | 减仓 |
| AMZN | AMAZON COM INC | $86.85万 | 0.24% | 3,644 | 44 | 1.2% | $1.05万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $103.69万 | 0.29% | 35,791 | 662 | 1.9% | $1.92万 | 加仓 |
| AAPL | APPLE INC | $121.64万 | 0.34% | 4,204 | -33 | -0.8% | -$9,549 | 减仓 |
| GOOGL | ALPHABET INC | $128.30万 | 0.36% | 3,590 | -144 | -3.9% | -$5.15万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $192.12万 | 0.54% | 47,274 | -1,348 | -2.8% | -$5.48万 | 减仓 |
| AGG | ISHARES TR | $238.31万 | 0.67% | 24,077 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $248.57万 | 0.70% | 48,950 | 2,155 | 4.6% | $10.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $283.28万 | 0.80% | 32,276 | -102 | -0.3% | -$8,952 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $727.89万 | 2.05% | 150,593 | 12,262 | 8.9% | $59.27万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,300.94万 | 3.66% | 315,342 | 61,607 | 24.3% | $254.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,319.99万 | 3.71% | 504,582 | 19,231 | 4.0% | $50.31万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $7,952.55万 | 22.35% | 1,884,045 | 112,725 | 6.4% | $475.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,521.74万 | 23.95% | 2,313,175 | -80,868 | -3.4% | -$297.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.33亿 | 37.29% | 2,990,705 | -63,872 | -2.1% | -$283.34万 | 减仓 |