Leading Edge Financial Planning LLC
KNOXVILLE TN · SEC CIK 0001967205
$5.62亿2026Q2 申报市值
78持仓数
82.9%前十大占比 · 第一大 15.4%
10 / 7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
DFIC 加仓+$720.21万
SPYM 加仓+$626.89万
DFCF 加仓+$370.03万
DIMENSIONAL ETF 加仓+$359.59万
SCHB 加仓+$312.64万
2026Q2 卖出最多 按季末市值估算
VOE 清仓-$244.36万
SCHO 清仓-$40.49万
SCHZ 减仓-$27.58万
MUB 清仓-$27.17万
BIV 清仓-$26.05万
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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -13,260 | -100.0% | -$244.36万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,683 | -100.0% | -$40.49万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,559 | -100.0% | -$27.17万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,375 | -100.0% | -$26.05万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -628 | -100.0% | -$23.35万 | 清仓 |
| — | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -2,872 | -100.0% | -$21.75万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,949 | -100.0% | -$21.06万 | 清仓 |
| — | MV OIL TR | $2.12万 | 0.00% | 11,981 | 11,981 | — | $2.12万 | 新建仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $7.91万 | 0.01% | 16,732 | 16,732 | — | $7.91万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $10.82万 | 0.02% | 10,203 | 10,203 | — | $10.82万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.10万 | 0.04% | 406 | 406 | — | $20.10万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.42万 | 0.04% | 7,370 | -1,914 | -20.6% | -$5.30万 | 减仓 |
| CIM | CHIMERA INVT CORP | $20.81万 | 0.04% | 15,601 | 15,601 | — | $20.81万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.81万 | 0.04% | 1,294 | -325 | -20.1% | -$5.48万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $22.08万 | 0.04% | 9,727 | -34 | -0.3% | -$772 | 减仓 |
| ICSH | ISHARES TR | $22.30万 | 0.04% | 4,409 | -1,552 | -26.0% | -$7.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $24.11万 | 0.04% | 1,205 | -298 | -19.8% | -$5.96万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.57万 | 0.04% | 7,060 | -1 | -0.0% | -$35 | 减仓 |
| TQQQ | PROSHARES TR | $25.47万 | 0.05% | 3,145 | 3,145 | — | $25.47万 | 新建仓 |
| AVGO | BROADCOM INC | $25.99万 | 0.05% | 688 | -30 | -4.2% | -$1.13万 | 减仓 |
| MLPX | GLOBAL X FDS | $26.01万 | 0.05% | 3,532 | -2 | -0.1% | -$147 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.39万 | 0.05% | 4,886 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.54万 | 0.05% | 1,045 | -1 | -0.1% | -$254 | 减仓 |
| SUB | ISHARES TR | $26.65万 | 0.05% | 2,503 | 2,503 | — | $26.65万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.13万 | 0.05% | 1,780 | -80 | -4.3% | -$1.26万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $28.24万 | 0.05% | 5,023 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.02万 | 0.05% | 389 | -8 | -2.0% | -$5,967 | 减仓 |
| GOVT | ISHARES TR | $29.25万 | 0.05% | 12,841 | -114 | -0.9% | -$2,597 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $29.40万 | 0.05% | 1,349 | -249 | -15.6% | -$5.43万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $29.79万 | 0.05% | 6,163 | 6,163 | — | $29.79万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $29.99万 | 0.05% | 5,921 | 116 | 2.0% | $5,876 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $30.27万 | 0.05% | 6,824 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $31.61万 | 0.06% | 3,067 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $32.91万 | 0.06% | 6,597 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $32.95万 | 0.06% | 3,329 | 1,036 | 45.2% | $10.25万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $34.05万 | 0.06% | 4,156 | -22 | -0.5% | -$1,803 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $35.66万 | 0.06% | 26,014 | 32 | 0.1% | $439 | 加仓 |
| BOXX | EA SERIES TRUST | $36.47万 | 0.06% | 3,115 | 195 | 6.7% | $2.28万 | 加仓 |
| AMZN | AMAZON COM INC | $36.70万 | 0.07% | 1,540 | -410 | -21.0% | -$9.77万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $38.12万 | 0.07% | 16,480 | -11,923 | -42.0% | -$27.58万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $38.61万 | 0.07% | 9,208 | -2 | -0.0% | -$84 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.17万 | 0.08% | 13,930 | -784 | -5.3% | -$2.49万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $44.44万 | 0.08% | 647 | -5 | -0.8% | -$3,434 | 减仓 |
| SGOV | ISHARES TR | $45.13万 | 0.08% | 4,483 | 4,483 | — | $45.13万 | 新建仓 |
| QUAL | ISHARES TR | $48.21万 | 0.09% | 2,197 | -273 | -11.1% | -$5.99万 | 减仓 |
| IVV | ISHARES TR | $48.48万 | 0.09% | 647 | -88 | -12.0% | -$6.59万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $57.45万 | 0.10% | 10,719 | 637 | 6.3% | $3.41万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $61.50万 | 0.11% | 16,730 | 185 | 1.1% | $6,801 | 加仓 |
| EDV | VANGUARD WORLD FD | $61.88万 | 0.11% | 9,509 | 1,318 | 16.1% | $8.58万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $70.59万 | 0.13% | 24,367 | 975 | 4.2% | $2.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $81.03万 | 0.14% | 3,424 | -47 | -1.4% | -$1.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $81.89万 | 0.15% | 2,213 | 229 | 11.5% | $8.47万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $84.11万 | 0.15% | 5,359 | 5,359 | — | $84.11万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $91.07万 | 0.16% | 19,073 | 3,656 | 23.7% | $17.46万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $97.20万 | 0.17% | 37,849 | -3,307 | -8.0% | -$8.49万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $97.52万 | 0.17% | 26,472 | -4,594 | -14.8% | -$16.92万 | 减仓 |
| AAPL | APPLE INC | $105.49万 | 0.19% | 3,646 | 349 | 10.6% | $10.10万 | 加仓 |
| NTSI | WISDOMTREE TR | $126.72万 | 0.23% | 27,194 | 2,896 | 11.9% | $13.50万 | 加仓 |
| ITOT | ISHARES TR | $127.79万 | 0.23% | 7,779 | 3,719 | 91.6% | $61.09万 | 加仓 |
| BIL | SPDR SERIES TRUST | $143.90万 | 0.26% | 15,703 | -2,654 | -14.5% | -$24.32万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $147.62万 | 0.26% | 16,549 | 183 | 1.1% | $1.63万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $165.30万 | 0.29% | 56,167 | 164 | 0.3% | $4,827 | 加仓 |
| QQQ | INVESCO QQQ TR | $170.46万 | 0.30% | 2,315 | -310 | -11.8% | -$22.83万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $174.62万 | 0.31% | 42,332 | -230 | -0.5% | -$9,487 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $178.42万 | 0.32% | 43,086 | 13,360 | 44.9% | $55.32万 | 加仓 |
| GLDM | WORLD GOLD TR | $186.17万 | 0.33% | 23,442 | 5,052 | 27.5% | $40.12万 | 加仓 |
| NTSX | WISDOMTREE TR | $258.37万 | 0.46% | 43,755 | 3,902 | 9.8% | $23.04万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $287.25万 | 0.51% | 29,770 | 4,770 | 19.1% | $46.03万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $287.40万 | 0.51% | 9,383 | 8,134 | 651.2% | $249.14万 | 重新持有 |
| AVUV | AMERICAN CENTY ETF TR | $329.95万 | 0.59% | 26,447 | 3,760 | 16.6% | $46.91万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $767.22万 | 1.37% | 151,087 | 11,283 | 8.1% | $57.30万 | 加仓 |
| REET | ISHARES TR | $810.53万 | 1.44% | 293,457 | -2,841 | -1.0% | -$7.85万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,067.02万 | 1.90% | 220,323 | 23,241 | 11.8% | $112.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,069.68万 | 1.90% | 135,352 | 11,643 | 9.4% | $92.01万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,253.77万 | 2.23% | 264,621 | 38,751 | 17.2% | $183.60万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $2,395.20万 | 4.27% | 580,584 | 65,560 | 12.7% | $270.47万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,995.79万 | 5.33% | 1,173,898 | 118,927 | 11.3% | $303.50万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,054.86万 | 5.44% | 723,730 | 87,663 | 13.8% | $370.03万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,347.78万 | 5.96% | 367,041 | 19,682 | 5.7% | $179.52万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,691.98万 | 6.57% | 908,460 | 39,760 | 4.6% | $161.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,984.84万 | 7.10% | 1,027,285 | 58,008 | 6.0% | $225.01万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,064.63万 | 9.02% | 1,748,838 | 107,956 | 6.6% | $312.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,367.49万 | 9.56% | 1,286,243 | 86,170 | 7.2% | $359.59万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,010.35万 | 14.26% | 2,149,853 | 193,294 | 9.9% | $720.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,665.29万 | 15.43% | 986,037 | 71,335 | 7.8% | $626.89万 | 加仓 |