MilWealth Group LLC
MILWAUKEE WI · SEC CIK 0001972750
$4.20亿2026Q1 申报市值
81持仓数
91.1%前十大占比 · 第一大 21.0%
10 / 3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
VGIT 加仓+$113.17万
VCIT 加仓+$106.12万
BNDX 加仓+$88.75万
VV 加仓+$85.29万
DFGP 加仓+$78.78万
2026Q1 卖出最多 按季末市值估算
VEU 减仓-$55.33万
DFAX 减仓-$51.13万
VIG 减仓-$10.45万
VTV 减仓-$9.06万
VXUS 减仓-$5.41万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$5.08万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$1.22万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -148 | -100.0% | -$1.09万 | 清仓 |
| UAA | UNDER ARMOUR INC | $89 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $175 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $269 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $288 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $348 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $2,778 | 0.00% | 16 | 16 | — | $2,778 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $3,271 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3,420 | 0.00% | 9 | 9 | — | $3,420 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $3,428 | 0.00% | 112 | 112 | — | $3,428 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,464 | 0.00% | 69 | 69 | — | $3,464 | 新建仓 |
| WMB | WILLIAMS COS INC | $3,494 | 0.00% | 48 | 48 | — | $3,494 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $3,603 | 0.00% | 37 | 37 | — | $3,603 | 新建仓 |
| TSLA | TESLA INC | $3,718 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $3,760 | 0.00% | 80 | 80 | — | $3,760 | 新建仓 |
| ALB | ALBEMARLE CORP | $3,950 | 0.00% | 22 | 22 | — | $3,950 | 新建仓 |
| LPG | DORIAN LPG LTD | $4,139 | 0.00% | 121 | 121 | — | $4,139 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,705 | 0.00% | 39 | 24 | 160.0% | $3,511 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.03万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1.06万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.22万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.28万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1.32万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1.45万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.53万 | 0.00% | 193 | 1 | 0.5% | $79 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2.17万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $2.21万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $2.78万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.96万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $3.04万 | 0.01% | 990 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.08万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $3.14万 | 0.01% | 512 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.21万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3.73万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.77万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.88万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $4.00万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.09万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5.58万 | 0.01% | 1,032 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $5.70万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $6.76万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $7.07万 | 0.02% | 3,118 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $7.37万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.81万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $7.91万 | 0.02% | 417 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8.19万 | 0.02% | 133 | 1 | 0.8% | $616 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $9.02万 | 0.02% | 917 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $10.36万 | 0.02% | 654 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $12.67万 | 0.03% | 1,683 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $13.21万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $14.05万 | 0.03% | 869 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $14.66万 | 0.03% | 2,995 | 2,995 | — | $14.66万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $15.30万 | 0.04% | 2,387 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $16.12万 | 0.04% | 1,116 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $17.66万 | 0.04% | 16,059 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $18.94万 | 0.05% | 2,456 | -701 | -22.2% | -$5.41万 | 减仓 |
| GLD | SPDR GOLD TR | $19.62万 | 0.05% | 456 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $32.26万 | 0.08% | 1,271 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.06万 | 0.08% | 690 | -34 | -4.7% | -$1.63万 | 减仓 |
| IVV | ISHARES TR | $37.76万 | 0.09% | 578 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $39.00万 | 0.09% | 2,633 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $39.86万 | 0.09% | 667 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $46.50万 | 0.11% | 6,483 | 0 | 0.0% | — | 不变 |
| AAEQ | EA SERIES TRUST | $64.35万 | 0.15% | 13,834 | -197 | -1.4% | -$9,164 | 减仓 |
| VTI | VANGUARD INDEX FDS | $71.81万 | 0.17% | 2,238 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $101.22万 | 0.24% | 3,525 | -27 | -0.8% | -$7,753 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $143.07万 | 0.34% | 49,198 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $192.56万 | 0.46% | 77,302 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $217.09万 | 0.52% | 11,065 | -462 | -4.0% | -$9.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $251.46万 | 0.60% | 5,757 | -37 | -0.6% | -$1.62万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $496.82万 | 1.18% | 23,102 | -486 | -2.1% | -$10.45万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,716.54万 | 4.09% | 117,741 | -274 | -0.2% | -$3.99万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,907.02万 | 4.54% | 243,212 | 6,340 | 2.7% | $49.71万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,291.89万 | 5.46% | 674,680 | -15,051 | -2.2% | -$51.13万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $2,766.17万 | 6.58% | 512,349 | 14,592 | 2.9% | $78.78万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,849.13万 | 6.78% | 592,950 | 18,471 | 3.2% | $88.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,108.58万 | 7.40% | 799,943 | 787 | 0.1% | $3.06万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,783.57万 | 9.01% | 635,361 | 19,005 | 3.1% | $113.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,002.14万 | 9.53% | 483,643 | 12,824 | 2.7% | $106.12万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,179.54万 | 9.95% | 556,531 | -7,368 | -1.3% | -$55.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,525.90万 | 10.77% | 172,797 | 476 | 0.3% | $12.47万 | 加仓 |
| VV | VANGUARD INDEX FDS | $8,839.67万 | 21.04% | 295,789 | 2,854 | 1.0% | $85.29万 | 加仓 |