Sensible Money, LLC
SCOTTSDALE AZ · SEC CIK 0001965229
$3.29亿2026Q1 申报市值
86持仓数
85.1%前十大占比 · 第一大 26.1%
3 / 2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
DIMENSIONAL ETF 加仓+$699.36万
DIMENSIONAL ETF 加仓+$296.22万
DFIC 加仓+$259.93万
DFEV 加仓+$99.94万
DFEM 加仓+$98.95万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$380.23万
DFAX 减仓-$118.12万
SPY 减仓-$40.71万
VYM 清仓-$21.38万
VB 减仓-$18.33万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,589.87万 | 26.13% | 2,210,467 | 179,968 | 8.9% | $699.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,671.79万 | 20.30% | 1,068,341 | 47,433 | 4.6% | $296.22万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,715.10万 | 8.26% | 758,832 | 27,932 | 3.8% | $99.94万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,600.72万 | 7.91% | 752,742 | 28,640 | 4.0% | $98.95万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,572.65万 | 7.83% | 724,079 | 73,158 | 11.2% | $259.93万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,491.28万 | 7.58% | 733,377 | -34,773 | -4.5% | -$118.12万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,234.16万 | 3.75% | 312,922 | -4,023 | -1.3% | -$15.87万 | 减仓 |
| AAPL | APPLE INC | $388.02万 | 1.18% | 15,289 | -14,982 | -49.5% | -$380.23万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $370.25万 | 1.13% | 127,320 | -402 | -0.3% | -$1.17万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $324.47万 | 0.99% | 84,808 | -3,763 | -4.2% | -$14.40万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $225.13万 | 0.68% | 38,300 | 465 | 1.2% | $2.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $207.40万 | 0.63% | 6,465 | -524 | -7.5% | -$16.81万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $197.18万 | 0.60% | 27,808 | 967 | 3.6% | $6.86万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $187.85万 | 0.57% | 19,861 | -150 | -0.7% | -$1.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $185.07万 | 0.56% | 2,846 | -626 | -18.0% | -$40.71万 | 减仓 |
| IVV | ISHARES TR | $164.51万 | 0.50% | 2,519 | 596 | 31.0% | $38.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $157.54万 | 0.48% | 24,586 | 3,737 | 17.9% | $23.95万 | 加仓 |
| IEMG | ISHARES INC | $156.46万 | 0.48% | 22,432 | 607 | 2.8% | $4.23万 | 加仓 |
| GOOGL | ALPHABET INC | $138.53万 | 0.42% | 4,818 | -196 | -3.9% | -$5.64万 | 减仓 |
| IWV | ISHARES TR | $138.23万 | 0.42% | 3,729 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $116.71万 | 0.36% | 1,953 | 2 | 0.1% | $1,195 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $98.00万 | 0.30% | 16,339 | 1 | 0.0% | $60 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.61万 | 0.30% | 2,037 | 2,037 | — | $97.61万 | 新建仓 |
| MSFT | MICROSOFT CORP | $94.47万 | 0.29% | 2,552 | -6 | -0.2% | -$2,221 | 减仓 |
| GOOG | ALPHABET INC | $92.98万 | 0.28% | 3,241 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $92.14万 | 0.28% | 4,266 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $90.64万 | 0.28% | 7,292 | 1 | 0.0% | $124 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $86.22万 | 0.26% | 42,219 | 103 | 0.2% | $2,104 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $80.96万 | 0.25% | 10,048 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $80.48万 | 0.24% | 8,678 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $79.76万 | 0.24% | 11,866 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.45万 | 0.23% | 10,453 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $74.39万 | 0.23% | 3,572 | 50 | 1.4% | $1.04万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $68.94万 | 0.21% | 14,870 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $68.49万 | 0.21% | 3,927 | -247 | -5.9% | -$4.31万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $65.90万 | 0.20% | 21,825 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $65.86万 | 0.20% | 2,239 | -9 | -0.4% | -$2,647 | 减仓 |
| IYW | ISHARES TR | $58.05万 | 0.18% | 3,200 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $53.56万 | 0.16% | 12,350 | 26 | 0.2% | $1,128 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $53.06万 | 0.16% | 31,735 | 4,939 | 18.4% | $8.26万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $52.75万 | 0.16% | 4,019 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $52.74万 | 0.16% | 14,770 | 327 | 2.3% | $1.17万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $52.68万 | 0.16% | 26,844 | 103 | 0.4% | $2,021 | 加仓 |
| IEFA | ISHARES TR | $50.20万 | 0.15% | 5,545 | -144 | -2.5% | -$1.30万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $49.18万 | 0.15% | 6,666 | 3,867 | 138.2% | $28.53万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $48.44万 | 0.15% | 24,803 | 94 | 0.4% | $1,836 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $46.18万 | 0.14% | 24,750 | 1,389 | 5.9% | $2.59万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $45.05万 | 0.14% | 9,868 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $44.57万 | 0.14% | 772 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $43.87万 | 0.13% | 3,311 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $43.59万 | 0.13% | 3,647 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $42.81万 | 0.13% | 2,232 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $42.40万 | 0.13% | 13,821 | -1,964 | -12.4% | -$6.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $42.13万 | 0.13% | 1,394 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $41.31万 | 0.13% | 1,765 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $39.84万 | 0.12% | 5,731 | 22 | 0.4% | $1,529 | 加仓 |
| SLYG | SPDR SERIES TRUST | $36.68万 | 0.11% | 3,796 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $36.53万 | 0.11% | 2,235 | 10 | 0.4% | $1,635 | 加仓 |
| IJT | ISHARES TR | $36.44万 | 0.11% | 2,518 | 1 | 0.0% | $145 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.71万 | 0.11% | 1,614 | -54 | -3.2% | -$1.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $34.01万 | 0.10% | 9,705 | 9,705 | — | $34.01万 | 新建仓 |
| ITOT | ISHARES TR | $33.63万 | 0.10% | 2,361 | 19 | 0.8% | $2,706 | 加仓 |
| MDYV | SPDR SERIES TRUST | $32.90万 | 0.10% | 3,864 | -1,068 | -21.7% | -$9.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.20万 | 0.10% | 323 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $31.81万 | 0.10% | 5,973 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $30.36万 | 0.09% | 1,159 | -700 | -37.7% | -$18.33万 | 减仓 |
| VO | VANGUARD INDEX FDS | $30.30万 | 0.09% | 1,055 | 281 | 36.3% | $8.07万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $27.23万 | 0.08% | 2,465 | 104 | 4.4% | $1.15万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $26.92万 | 0.08% | 4,275 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $26.86万 | 0.08% | 3,236 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $26.62万 | 0.08% | 3,213 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.16万 | 0.08% | 2,693 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $25.34万 | 0.08% | 9,884 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.21万 | 0.08% | 834 | -6 | -0.7% | -$1,813 | 减仓 |
| MOAT | VANECK ETF TRUST | $25.04万 | 0.08% | 2,589 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $25.02万 | 0.08% | 3,665 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $23.52万 | 0.07% | 5,031 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.51万 | 0.07% | 2,667 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $23.30万 | 0.07% | 951 | -270 | -22.1% | -$6.62万 | 减仓 |
| PTNQ | PACER FDS TR | $21.89万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $21.76万 | 0.07% | 2,382 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $21.68万 | 0.07% | 8,636 | 306 | 3.7% | $7,680 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $21.41万 | 0.07% | 5,054 | 5,054 | — | $21.41万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.23万 | 0.06% | 486 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $20.44万 | 0.06% | 940 | -27 | -2.8% | -$5,872 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.21万 | 0.06% | 3,738 | -303 | -7.5% | -$1.64万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,490 | -100.0% | -$21.38万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOLDEN MATRIX GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8,008 | 清仓 |