Sensible Money, LLC
SCOTTSDALE AZ · SEC CIK 0001965229
$3.77亿2026Q2 申报市值
101持仓数
83.6%前十大占比 · 第一大 26.1%
16 / 3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
DIMENSIONAL ETF 加仓+$161.18万
DFIC 加仓+$136.88万
SPYM 新建仓+$83.60万
RWJ 新建仓+$80.25万
QQQM 新建仓+$62.72万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$213.90万
DFEV 减仓-$45.99万
AAPL 减仓-$37.50万
VIG 清仓-$34.71万
SPLV 减仓-$28.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,614 | -100.0% | -$34.71万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,665 | -100.0% | -$25.02万 | 清仓 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.89万 | 清仓 |
| IAU | ISHARES GOLD TR | $20.14万 | 0.05% | 2,667 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $20.55万 | 0.05% | 2,799 | 2,799 | — | $20.55万 | 新建仓 |
| EFAV | ISHARES TR | $20.89万 | 0.06% | 2,382 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $21.44万 | 0.06% | 3,162 | 3,162 | — | $21.44万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.86万 | 0.06% | 861 | 861 | — | $21.86万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $21.88万 | 0.06% | 507 | 507 | — | $21.88万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $22.22万 | 0.06% | 2,304 | 2,304 | — | $22.22万 | 新建仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $22.28万 | 0.06% | 11,689 | 11,689 | — | $22.28万 | 新建仓 |
| ABBV | ABBVIE INC | $23.77万 | 0.06% | 945 | 5 | 0.5% | $1,258 | 加仓 |
| LLY | ELI LILLY & CO | $23.99万 | 0.06% | 200 | 8 | 4.2% | $9,595 | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $24.23万 | 0.06% | 5,035 | 4 | 0.1% | $192 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $24.70万 | 0.07% | 5,054 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.03万 | 0.07% | 8,641 | 5 | 0.1% | $145 | 加仓 |
| FTAI | FTAI AVIATION LTD | $25.78万 | 0.07% | 953 | 2 | 0.2% | $541 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.13万 | 0.07% | 279 | -44 | -13.6% | -$4.12万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $26.23万 | 0.07% | 9,897 | 9,897 | — | $26.23万 | 新建仓 |
| INTC | INTEL CORP | $26.64万 | 0.07% | 1,908 | 1,908 | — | $26.64万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.75万 | 0.07% | 951 | 82 | 9.4% | $2.31万 | 重新持有 |
| MOAT | VANECK ETF TRUST | $26.92万 | 0.07% | 2,589 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.22万 | 0.07% | 3,530 | 3,530 | — | $27.22万 | 新建仓 |
| EFA | ISHARES TR | $27.97万 | 0.07% | 2,693 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $28.22万 | 0.07% | 2,262 | -203 | -8.2% | -$2.53万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $28.36万 | 0.08% | 4,275 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $29.07万 | 0.08% | 3,213 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.23万 | 0.08% | 852 | 18 | 2.2% | $6,176 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.63万 | 0.08% | 10,067 | 183 | 1.9% | $5,386 | 加仓 |
| — | ALPS ETF TR | $30.94万 | 0.08% | 3,236 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $33.74万 | 0.09% | 18,870 | 18,870 | — | $33.74万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $34.00万 | 0.09% | 4,220 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $36.20万 | 0.10% | 4,203 | 1,287 | 44.1% | $11.09万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $36.38万 | 0.10% | 5,973 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $36.41万 | 0.10% | 1,671 | 1,671 | — | $36.41万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $36.65万 | 0.10% | 3,864 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.95万 | 0.10% | 6,190 | 2,452 | 65.6% | $14.64万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $37.21万 | 0.10% | 1,091 | 1,091 | — | $37.21万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $37.70万 | 0.10% | 9,718 | 13 | 0.1% | $504 | 加仓 |
| PRK | PARK NATL CORP | $40.86万 | 0.11% | 2,233 | -2 | -0.1% | -$366 | 减仓 |
| VB | VANGUARD INDEX FDS | $42.77万 | 0.11% | 1,411 | 252 | 21.7% | $7.64万 | 加仓 |
| ACWV | ISHARES INC | $43.85万 | 0.12% | 3,647 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $43.89万 | 0.12% | 2,672 | 311 | 13.2% | $5.11万 | 加仓 |
| ISCV | ISHARES TR | $45.09万 | 0.12% | 5,757 | 26 | 0.5% | $2,036 | 加仓 |
| SLYG | SPDR SERIES TRUST | $45.23万 | 0.12% | 3,797 | 1 | 0.0% | $119 | 加仓 |
| IJT | ISHARES TR | $45.32万 | 0.12% | 2,537 | 19 | 0.8% | $3,394 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.36万 | 0.12% | 14,304 | 483 | 3.5% | $1.53万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $46.27万 | 0.12% | 23,698 | -1,105 | -4.5% | -$2.16万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $46.72万 | 0.12% | 1,765 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $47.50万 | 0.13% | 25,571 | 821 | 3.3% | $1.52万 | 加仓 |
| IJJ | ISHARES TR | $48.91万 | 0.13% | 3,311 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $48.98万 | 0.13% | 2,232 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.46万 | 0.13% | 6,603 | -3,850 | -36.8% | -$28.84万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $50.44万 | 0.13% | 10,011 | 143 | 1.4% | $7,205 | 加仓 |
| LQD | ISHARES TR | $50.58万 | 0.13% | 4,637 | 4,637 | — | $50.58万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $51.45万 | 0.14% | 1,407 | 13 | 0.9% | $4,754 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $52.86万 | 0.14% | 31,757 | 22 | 0.1% | $366 | 加仓 |
| IEFA | ISHARES TR | $53.43万 | 0.14% | 5,532 | -13 | -0.2% | -$1,256 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $53.50万 | 0.14% | 27,273 | 429 | 1.6% | $8,415 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $53.88万 | 0.14% | 11,096 | -3,774 | -25.4% | -$18.33万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $55.72万 | 0.15% | 12,387 | 37 | 0.3% | $1,664 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $56.41万 | 0.15% | 3,982 | -37 | -0.9% | -$5,241 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.41万 | 0.15% | 793 | 21 | 2.7% | $1.55万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $58.59万 | 0.16% | 14,818 | 48 | 0.3% | $1,898 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.72万 | 0.17% | 2,070 | 2,070 | — | $62.72万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $66.80万 | 0.18% | 2,041 | -198 | -8.8% | -$6.48万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $71.41万 | 0.19% | 8,625 | 1,959 | 29.4% | $16.22万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $72.44万 | 0.19% | 21,825 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $78.60万 | 0.21% | 3,928 | 1 | 0.0% | $200 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $80.25万 | 0.21% | 13,487 | 13,487 | — | $80.25万 | 新建仓 |
| IYW | ISHARES TR | $80.71万 | 0.21% | 3,200 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $81.51万 | 0.22% | 3,420 | -152 | -4.3% | -$3.62万 | 减仓 |
| USMV | ISHARES TR | $83.47万 | 0.22% | 8,653 | -25 | -0.3% | -$2,412 | 减仓 |
| SPYM | SPDR SERIES TRUST | $83.60万 | 0.22% | 9,513 | 9,513 | — | $83.60万 | 新建仓 |
| EZM | WISDOMTREE TR | $89.92万 | 0.24% | 11,866 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $90.24万 | 0.24% | 2,419 | -133 | -5.2% | -$4.96万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $90.68万 | 0.24% | 44,526 | 2,307 | 5.5% | $4.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.47万 | 0.25% | 1,848 | -189 | -9.3% | -$9.46万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $96.96万 | 0.26% | 10,048 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $103.68万 | 0.27% | 2,935 | -306 | -9.4% | -$10.81万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $107.20万 | 0.28% | 16,341 | 2 | 0.0% | $131 | 加仓 |
| IJR | ISHARES TR | $110.97万 | 0.29% | 7,483 | 191 | 2.6% | $2.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $135.38万 | 0.36% | 1,971 | 18 | 0.9% | $1.24万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $142.78万 | 0.38% | 4,266 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $159.00万 | 0.42% | 3,729 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $169.25万 | 0.45% | 4,736 | -82 | -1.7% | -$2.93万 | 减仓 |
| IVV | ISHARES TR | $181.02万 | 0.48% | 2,417 | -102 | -4.0% | -$7.64万 | 减仓 |
| IEMG | ISHARES INC | $185.72万 | 0.49% | 22,419 | -13 | -0.1% | -$1,077 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $208.62万 | 0.55% | 29,280 | 4,694 | 19.1% | $33.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $212.77万 | 0.56% | 2,849 | 3 | 0.1% | $2,240 | 加仓 |
| SLYV | SPDR SERIES TRUST | $215.99万 | 0.57% | 19,795 | -66 | -0.3% | -$7,201 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $241.30万 | 0.64% | 38,368 | 68 | 0.2% | $4,277 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $243.43万 | 0.65% | 29,709 | 1,901 | 6.8% | $15.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $299.30万 | 0.79% | 8,088 | 1,623 | 25.1% | $60.06万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $334.16万 | 0.89% | 84,214 | -594 | -0.7% | -$2.36万 | 减仓 |
| AAPL | APPLE INC | $404.91万 | 1.07% | 13,993 | -1,296 | -8.5% | -$37.50万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $458.33万 | 1.22% | 126,857 | -463 | -0.4% | -$1.67万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,283.17万 | 3.40% | 319,752 | 6,830 | 2.2% | $27.41万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,487.86万 | 6.60% | 675,314 | -58,063 | -7.9% | -$213.90万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,834.80万 | 7.52% | 760,816 | 36,737 | 5.1% | $136.88万 | 加仓 |