Hassell Wealth Management, LLC
Houma LA · SEC CIK 0001965270
$2.98亿2026Q1 申报市值
28持仓数
86.3%前十大占比 · 第一大 25.7%
3 / 1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
VGSH 新建仓+$257.35万
VTI 加仓+$166.76万
VTEI 新建仓+$139.88万
DFGX 新建仓+$86.71万
VGIT 加仓+$74.76万
2026Q1 卖出最多 按季末市值估算
VCIT 减仓-$107.29万
COF 清仓-$23.57万
DISV 减仓-$14.38万
VEA 减仓-$11.64万
DFAX 减仓-$3.97万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $7,652.78万 | 25.68% | 238,546 | 5,198 | 2.2% | $166.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,887.27万 | 9.69% | 450,573 | -1,817 | -0.4% | -$11.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,672.34万 | 8.97% | 762,655 | 10,995 | 1.5% | $38.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,617.59万 | 8.78% | 544,764 | 5,817 | 1.1% | $27.95万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,513.37万 | 8.43% | 303,730 | -12,966 | -4.1% | -$107.29万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,821.63万 | 6.11% | 305,900 | 12,555 | 4.3% | $74.76万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,792.31万 | 6.01% | 226,101 | 5,527 | 2.5% | $43.81万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,393.23万 | 4.67% | 403,251 | 1,934 | 0.5% | $6.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,296.00万 | 4.35% | 333,506 | -277 | -0.1% | -$1.08万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,073.54万 | 3.60% | 272,197 | -3,645 | -1.3% | -$14.38万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $685.18万 | 2.30% | 201,703 | -1,170 | -0.6% | -$3.97万 | 减仓 |
| ITOT | ISHARES TR | $600.34万 | 2.01% | 42,150 | 116 | 0.3% | $1.65万 | 加仓 |
| MUB | ISHARES TR | $484.69万 | 1.63% | 45,661 | 20 | 0.0% | $2,123 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $403.44万 | 1.35% | 80,866 | 85 | 0.1% | $4,241 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $353.19万 | 1.19% | 5,431 | 16 | 0.3% | $1.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $257.35万 | 0.86% | 43,961 | 43,961 | — | $257.35万 | 新建仓 |
| IEFA | ISHARES TR | $205.65万 | 0.69% | 22,717 | 44 | 0.2% | $3,983 | 加仓 |
| VOO | VANGUARD INDEX FDS | $167.56万 | 0.56% | 2,804 | 1 | 0.0% | $598 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $154.65万 | 0.52% | 28,613 | 27 | 0.1% | $1,459 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $139.88万 | 0.47% | 13,996 | 13,996 | — | $139.88万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $126.62万 | 0.42% | 4,305 | 1 | 0.0% | $294 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $111.00万 | 0.37% | 23,662 | 366 | 1.6% | $1.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $110.53万 | 0.37% | 5,759 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $86.71万 | 0.29% | 16,531 | 16,531 | — | $86.71万 | 新建仓 |
| IEMG | ISHARES INC | $67.10万 | 0.23% | 9,620 | 3 | 0.0% | $209 | 加仓 |
| AAPL | APPLE INC | $52.90万 | 0.18% | 2,084 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $42.58万 | 0.14% | 652 | 3 | 0.5% | $1,959 | 加仓 |
| — | EXXON MOBIL CORP | $33.49万 | 0.11% | 1,974 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -986 | -100.0% | -$23.57万 | 清仓 |