Werba Rubin Papier Wealth Management
SAN JOSE CA · SEC CIK 0001971029
$8.24亿2026Q2 申报市值
309持仓数
51.9%前十大占比 · 第一大 11.9%
40 / 17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
AVUS 加仓+$435.69万
AVDE 加仓+$367.65万
AVIG 加仓+$203.79万
VUG 加仓+$200.51万
VSDB 加仓+$200.32万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$357.80万
GOOG 减仓-$233.97万
SNOW 减仓-$108.98万
VOO 减仓-$101.51万
COST 减仓-$101.21万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $562.71万 | 0.68% | 61,694 | -1,656 | -2.6% | -$15.10万 | 减仓 |
| EMXC | ISHARES INC | $596.43万 | 0.72% | 58,302 | 4,937 | 9.3% | $50.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $615.37万 | 0.75% | 8,960 | -1,478 | -14.2% | -$101.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $619.02万 | 0.75% | 139,544 | 793 | 0.6% | $3.52万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $635.98万 | 0.77% | 153,581 | 49,212 | 47.2% | $203.79万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $709.34万 | 0.86% | 203,775 | 7,985 | 4.1% | $27.80万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $709.45万 | 0.86% | 92,933 | 26,241 | 39.3% | $200.32万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $726.71万 | 0.88% | 77,823 | 11,392 | 17.1% | $106.38万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $826.25万 | 1.00% | 315,605 | 30,671 | 10.8% | $80.30万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $979.37万 | 1.19% | 237,423 | 17,178 | 7.8% | $70.86万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,008.96万 | 1.23% | 183,415 | -1,556 | -0.8% | -$8.56万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $1,033.29万 | 1.25% | 221,889 | 19,653 | 9.7% | $91.52万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,320.32万 | 1.60% | 276,507 | 17,053 | 6.6% | $81.43万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,345.80万 | 1.63% | 249,131 | 9,138 | 3.8% | $49.36万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $1,456.93万 | 1.77% | 465,471 | -13,221 | -2.8% | -$41.38万 | 减仓 |
| IEF | ISHARES TR | $1,617.08万 | 1.96% | 170,993 | -1,561 | -0.9% | -$14.76万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,024.75万 | 2.46% | 209,840 | 12,310 | 6.2% | $118.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,320.65万 | 2.82% | 115,980 | -17,882 | -13.4% | -$357.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,551.92万 | 3.10% | 296,253 | 23,277 | 8.5% | $200.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,671.41万 | 3.24% | 122,581 | 8,831 | 7.8% | $192.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,155.36万 | 3.83% | 429,826 | 23,383 | 5.8% | $171.65万 | 加仓 |
| AAPL | APPLE INC | $3,394.11万 | 4.12% | 117,297 | -2,601 | -2.2% | -$75.26万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,490.37万 | 4.24% | 338,706 | 11,212 | 3.4% | $115.54万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,499.78万 | 6.68% | 440,829 | 8,021 | 1.9% | $100.07万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,816.40万 | 9.49% | 876,278 | 41,216 | 4.9% | $367.65万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $9,827.88万 | 11.93% | 767,323 | 34,017 | 4.6% | $435.69万 | 加仓 |