Hassell Wealth Management, LLC
Houma LA · SEC CIK 0001965270
$3.26亿2026Q2 申报市值
29持仓数
85.0%前十大占比 · 第一大 27.5%
1 / 0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
VTEI 加仓+$391.17万
VGSH 加仓+$241.27万
VTI 加仓+$196.09万
DFGX 加仓+$125.56万
VWO 加仓+$66.70万
2026Q2 卖出最多 按季末市值估算
VTEB 减仓-$331.52万
VCIT 减仓-$257.72万
BNDX 减仓-$63.45万
RSP 减仓-$9.72万
DIMENSIONAL ETF 减仓-$8.26万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $8,980.57万 | 27.55% | 243,871 | 5,325 | 2.2% | $196.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,210.60万 | 9.85% | 456,440 | 5,867 | 1.3% | $41.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,944.26万 | 9.03% | 770,951 | 8,296 | 1.1% | $31.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,542.15万 | 7.80% | 531,498 | -13,266 | -2.4% | -$63.45万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,227.39万 | 6.83% | 272,231 | -31,499 | -10.4% | -$257.72万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,832.59万 | 5.62% | 313,156 | 7,256 | 2.4% | $42.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,789.80万 | 5.49% | 227,681 | 1,580 | 0.7% | $12.42万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,586.32万 | 4.87% | 402,620 | -631 | -0.2% | -$2.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,460.50万 | 4.48% | 331,630 | -1,876 | -0.6% | -$8.26万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,121.45万 | 3.44% | 276,356 | 4,159 | 1.5% | $16.88万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $729.71万 | 2.24% | 200,249 | -1,454 | -0.7% | -$5.30万 | 减仓 |
| ITOT | ISHARES TR | $690.79万 | 2.12% | 42,227 | 77 | 0.2% | $1.26万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $531.81万 | 1.63% | 52,922 | 38,926 | 278.1% | $391.17万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $496.29万 | 1.52% | 85,552 | 41,591 | 94.6% | $241.27万 | 加仓 |
| MUB | ISHARES TR | $488.10万 | 1.50% | 45,655 | -6 | -0.0% | -$641 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $405.83万 | 1.24% | 5,445 | 14 | 0.3% | $1.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $236.00万 | 0.72% | 39,886 | 11,273 | 39.4% | $66.70万 | 加仓 |
| IEFA | ISHARES TR | $221.52万 | 0.68% | 23,000 | 283 | 1.2% | $2.73万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $213.25万 | 0.65% | 40,202 | 23,671 | 143.2% | $125.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $193.49万 | 0.59% | 2,824 | 20 | 0.7% | $1.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $142.35万 | 0.44% | 4,306 | 1 | 0.0% | $331 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $121.36万 | 0.37% | 23,662 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $112.49万 | 0.35% | 5,301 | -458 | -8.0% | -$9.72万 | 减仓 |
| IEMG | ISHARES INC | $77.84万 | 0.24% | 9,694 | 74 | 0.8% | $5,942 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $74.90万 | 0.23% | 14,903 | -65,963 | -81.6% | -$331.52万 | 减仓 |
| AAPL | APPLE INC | $59.02万 | 0.18% | 1,883 | -201 | -9.6% | -$6.30万 | 减仓 |
| IVV | ISHARES TR | $48.60万 | 0.15% | 649 | -3 | -0.5% | -$2,247 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.70万 | 0.10% | 1,858 | 1,858 | — | $32.70万 | 新建仓 |
| — | EXXON MOBIL CORP | $27.86万 | 0.09% | 1,974 | 0 | 0.0% | — | 不变 |