Leading Edge Financial Planning LLC
KNOXVILLE TN · SEC CIK 0001967205
$4.75亿2026Q1 申报市值
72持仓数
82.5%前十大占比 · 第一大 14.7%
8 / 0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
SPYM 加仓+$635.54万
DIMENSIONAL ETF 加仓+$543.78万
DFIC 加仓+$380.32万
SCHB 加仓+$307.75万
AVLV 加仓+$212.81万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$25.21万
REET 减仓-$18.20万
DFUS 减仓-$10.05万
GLDM 减仓-$9.84万
SPIP 减仓-$7.67万
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 |
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NJUL | INNOVATOR ETFS TRUST | $21.06万 | 0.04% | 2,949 | -85 | -2.8% | -$6,070 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.33万 | 0.04% | 1,619 | 2 | 0.1% | $263 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.54万 | 0.05% | 7,061 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $21.75万 | 0.05% | 2,872 | 2,872 | — | $21.75万 | 新建仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $22.04万 | 0.05% | 9,761 | 400 | 4.3% | $9,032 | 加仓 |
| AVGO | BROADCOM INC | $22.22万 | 0.05% | 718 | 66 | 10.1% | $2.04万 | 加仓 |
| AGG | ISHARES TR | $22.76万 | 0.05% | 2,293 | 2,293 | — | $22.76万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.98万 | 0.05% | 9,284 | 897 | 10.7% | $2.22万 | 加仓 |
| TSLA | TESLA INC | $23.35万 | 0.05% | 628 | 26 | 4.3% | $9,666 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.57万 | 0.05% | 1,046 | 44 | 4.4% | $1.08万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $25.79万 | 0.05% | 4,886 | -80 | -1.6% | -$4,222 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.79万 | 0.05% | 397 | 39 | 10.9% | $2.53万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $26.05万 | 0.05% | 3,375 | 3,375 | — | $26.05万 | 新建仓 |
| MLPX | GLOBAL X FDS | $26.13万 | 0.05% | 3,534 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.22万 | 0.06% | 1,503 | 1,503 | — | $26.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.52万 | 0.06% | 6,824 | -1,119 | -14.1% | -$4.35万 | 减仓 |
| MUB | ISHARES TR | $27.17万 | 0.06% | 2,559 | 2,559 | — | $27.17万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.55万 | 0.06% | 1,860 | -71 | -3.7% | -$1.05万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $29.63万 | 0.06% | 4,178 | -1,417 | -25.3% | -$10.05万 | 减仓 |
| ICSH | ISHARES TR | $30.17万 | 0.06% | 5,961 | -14 | -0.2% | -$709 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.63万 | 0.06% | 3,067 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $31.25万 | 0.07% | 6,597 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $31.35万 | 0.07% | 1,598 | -1,285 | -44.6% | -$25.21万 | 减仓 |
| BOXX | EA SERIES TRUST | $33.96万 | 0.07% | 2,920 | 782 | 36.6% | $9.09万 | 重新持有 |
| PGF | INVESCO EXCHANGE TRADED FD T | $35.75万 | 0.08% | 25,982 | 2,802 | 12.1% | $3.86万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $35.97万 | 0.08% | 5,023 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $38.96万 | 0.08% | 652 | 68 | 11.6% | $4.06万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $39.01万 | 0.08% | 9,210 | -15 | -0.2% | -$635 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $40.49万 | 0.09% | 16,683 | -163 | -1.0% | -$3,956 | 减仓 |
| AMZN | AMAZON COM INC | $40.61万 | 0.09% | 1,950 | 180 | 10.2% | $3.75万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.14万 | 0.09% | 14,714 | -46 | -0.3% | -$1,411 | 减仓 |
| QUAL | ISHARES TR | $47.38万 | 0.10% | 2,470 | 2,470 | — | $47.38万 | 新建仓 |
| IVV | ISHARES TR | $48.03万 | 0.10% | 735 | 40 | 5.8% | $2.61万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $52.88万 | 0.11% | 10,082 | 10,082 | — | $52.88万 | 新建仓 |
| EDV | VANGUARD WORLD FD | $53.20万 | 0.11% | 8,191 | 432 | 5.6% | $2.81万 | 加仓 |
| ITOT | ISHARES TR | $57.83万 | 0.12% | 4,060 | 4,060 | — | $57.83万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $62.18万 | 0.13% | 23,392 | 6,629 | 39.5% | $17.62万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $62.61万 | 0.13% | 16,545 | 227 | 1.4% | $8,590 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.65万 | 0.13% | 1,984 | 689 | 53.2% | $22.10万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $65.95万 | 0.14% | 28,403 | -98 | -0.3% | -$2,276 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $73.81万 | 0.16% | 15,417 | 1,175 | 8.3% | $5.63万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $74.66万 | 0.16% | 3,471 | -27 | -0.8% | -$5,807 | 减仓 |
| AAPL | APPLE INC | $83.66万 | 0.18% | 3,297 | 239 | 7.8% | $6.06万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $105.53万 | 0.22% | 31,066 | 9 | 0.0% | $306 | 加仓 |
| NTSI | WISDOMTREE TR | $106.94万 | 0.23% | 24,298 | 1,047 | 4.5% | $4.61万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $107.05万 | 0.23% | 41,156 | -2,947 | -6.7% | -$7.67万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $123.48万 | 0.26% | 29,726 | 12,684 | 74.4% | $52.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $138.85万 | 0.29% | 16,366 | 524 | 3.3% | $4.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $143.59万 | 0.30% | 56,003 | 16,197 | 40.7% | $41.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $151.51万 | 0.32% | 2,625 | 136 | 5.5% | $7.85万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $165.82万 | 0.35% | 42,562 | -1,225 | -2.8% | -$4.77万 | 减仓 |
| BIL | SPDR SERIES TRUST | $168.22万 | 0.35% | 18,357 | 6,313 | 52.4% | $57.85万 | 加仓 |
| GLDM | WORLD GOLD TR | $170.45万 | 0.36% | 18,390 | -1,062 | -5.5% | -$9.84万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $201.45万 | 0.42% | 25,000 | 3,525 | 16.4% | $28.40万 | 加仓 |
| NTSX | WISDOMTREE TR | $207.83万 | 0.44% | 39,853 | 2,306 | 6.1% | $12.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $244.36万 | 0.51% | 13,260 | 2,797 | 26.7% | $51.54万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $250.62万 | 0.53% | 22,687 | 3,035 | 15.4% | $33.53万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $708.95万 | 1.49% | 139,804 | 8,151 | 6.2% | $41.33万 | 加仓 |
| REET | ISHARES TR | $745.19万 | 1.57% | 296,298 | -7,235 | -2.4% | -$18.20万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $946.98万 | 1.99% | 197,082 | 4,314 | 2.2% | $20.73万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $980.64万 | 2.06% | 123,709 | 5,174 | 4.4% | $41.01万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $994.28万 | 2.09% | 225,870 | 31,938 | 16.5% | $140.59万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $2,148.68万 | 4.52% | 515,024 | 39,369 | 8.3% | $164.25万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,685.47万 | 5.65% | 636,067 | 33,336 | 5.5% | $140.74万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,702.84万 | 5.69% | 1,054,971 | 49,758 | 4.9% | $127.48万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,800.06万 | 5.89% | 347,359 | 26,400 | 8.2% | $212.81万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,001.36万 | 6.32% | 868,700 | 37,875 | 4.6% | $130.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,396.35万 | 7.15% | 969,277 | 45,313 | 4.9% | $158.78万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4,118.62万 | 8.67% | 1,640,882 | 122,611 | 8.1% | $307.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,411.47万 | 9.28% | 1,200,073 | 147,928 | 14.1% | $543.78万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,951.65万 | 14.63% | 1,956,559 | 107,042 | 5.8% | $380.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,001.13万 | 14.73% | 914,702 | 83,034 | 10.0% | $635.54万 | 加仓 |