RF&L WEALTH MANAGEMENT, LLC
ACTON MA · SEC CIK 0001965915
$1.48亿2026Q2 申报市值
50持仓数
65.2%前十大占比 · 第一大 13.7%
2 / 4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
BSV 加仓+$64.63万
VUG 新建仓+$23.00万
VEU 新建仓+$20.94万
VOO 加仓+$20.81万
ITOT 加仓+$18.30万
2026Q2 卖出最多 按季末市值估算
FTEC 清仓-$43.86万
MGV 清仓-$42.35万
SNPE 清仓-$27.97万
FXL 清仓-$25.82万
VTI 减仓-$21.83万
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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,108 | -100.0% | -$43.86万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,922 | -100.0% | -$42.35万 | 清仓 |
| SNPE | DBX ETF TR | $0 | 0.00% | 0 | -4,697 | -100.0% | -$27.97万 | 清仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,625 | -100.0% | -$25.82万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.94万 | 0.14% | 2,500 | 2,500 | — | $20.94万 | 新建仓 |
| TSLA | TESLA INC | $22.92万 | 0.16% | 545 | -10 | -1.8% | -$4,206 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.00万 | 0.16% | 2,670 | 2,670 | — | $23.00万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.42万 | 0.17% | 2,665 | -580 | -17.9% | -$5.32万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $25.89万 | 0.18% | 3,375 | 240 | 7.7% | $1.84万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $28.72万 | 0.19% | 6,024 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.17万 | 0.20% | 1,760 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $30.72万 | 0.21% | 938 | -39 | -4.0% | -$1.28万 | 减仓 |
| MGK | VANGUARD WORLD FD | $35.82万 | 0.24% | 4,075 | -200 | -4.7% | -$1.76万 | 减仓 |
| GOOGL | ALPHABET INC | $36.32万 | 0.25% | 1,016 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $40.56万 | 0.27% | 1,087 | -15 | -1.4% | -$5,597 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.34万 | 0.29% | 567 | -40 | -6.6% | -$2.99万 | 减仓 |
| AMZN | AMAZON COM INC | $43.78万 | 0.30% | 1,837 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $46.43万 | 0.31% | 4,852 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.64万 | 0.38% | 1,112 | -20 | -1.8% | -$1.00万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $58.86万 | 0.40% | 20,001 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $60.99万 | 0.41% | 3,413 | -213 | -5.9% | -$3.81万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $62.85万 | 0.43% | 12,473 | -280 | -2.2% | -$1.41万 | 减仓 |
| SCZ | ISHARES TR | $76.10万 | 0.51% | 9,250 | 2 | 0.0% | $165 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.92万 | 0.55% | 865 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $86.14万 | 0.58% | 9,494 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $103.74万 | 0.70% | 4,690 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $105.98万 | 0.72% | 4,863 | -95 | -1.9% | -$2.07万 | 减仓 |
| IJR | ISHARES TR | $107.38万 | 0.73% | 7,240 | -249 | -3.3% | -$3.69万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $111.54万 | 0.75% | 27,447 | -1,093 | -3.8% | -$4.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $112.57万 | 0.76% | 18,859 | -719 | -3.7% | -$4.29万 | 减仓 |
| IWM | ISHARES TR | $117.20万 | 0.79% | 3,901 | -80 | -2.0% | -$2.40万 | 减仓 |
| BSVO | EA SERIES TRUST | $121.94万 | 0.83% | 41,776 | -1,730 | -4.0% | -$5.05万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $135.38万 | 0.92% | 33,735 | -335 | -1.0% | -$1.34万 | 减仓 |
| AAPL | APPLE INC | $147.73万 | 1.00% | 5,105 | 370 | 7.8% | $10.71万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $155.52万 | 1.05% | 42,216 | -115 | -0.3% | -$4,237 | 减仓 |
| ABBV | ABBVIE INC | $213.14万 | 1.44% | 8,470 | -250 | -2.9% | -$6.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $218.30万 | 1.48% | 10,910 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $222.67万 | 1.51% | 42,205 | -774 | -1.8% | -$4.08万 | 减仓 |
| IWD | ISHARES TR | $229.22万 | 1.55% | 9,455 | -22 | -0.2% | -$5,333 | 减仓 |
| IDEV | ISHARES TR | $276.87万 | 1.87% | 31,106 | -1 | -0.0% | -$89 | 减仓 |
| LLY | ELI LILLY & CO | $392.09万 | 2.65% | 3,269 | -100 | -3.0% | -$11.99万 | 减仓 |
| IEMG | ISHARES INC | $427.57万 | 2.89% | 51,614 | -458 | -0.9% | -$3.79万 | 减仓 |
| ITOT | ISHARES TR | $492.91万 | 3.34% | 30,006 | 1,114 | 3.9% | $18.30万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $512.39万 | 3.47% | 105,517 | -791 | -0.7% | -$3.84万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $515.40万 | 3.49% | 21,211 | -280 | -1.3% | -$6.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $533.86万 | 3.61% | 14,427 | -590 | -3.9% | -$21.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $633.36万 | 4.29% | 9,222 | 303 | 3.4% | $20.81万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $685.06万 | 4.64% | 126,816 | -1,348 | -1.1% | -$7.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $749.80万 | 5.07% | 91,061 | 99 | 0.1% | $8,152 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $967.63万 | 6.55% | 124,199 | 8,296 | 7.2% | $64.63万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,089.28万 | 7.37% | 198,014 | -2,918 | -1.5% | -$16.05万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,193.48万 | 8.08% | 145,653 | -197 | -0.1% | -$1.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,254.02万 | 8.49% | 282,692 | -445 | -0.2% | -$1.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,019.83万 | 13.67% | 288,960 | -849 | -0.3% | -$5.93万 | 减仓 |