MilWealth Group LLC
MILWAUKEE WI · SEC CIK 0001972750
$4.69亿2026Q2 申报市值
82持仓数
91.2%前十大占比 · 第一大 22.1%
1 / 0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
VGIT 加仓+$302.40万
VCIT 加仓+$270.74万
DFGP 加仓+$240.63万
BNDX 加仓+$233.81万
VV 加仓+$192.14万
2026Q2 卖出最多 按季末市值估算
VEU 减仓-$61.60万
IVV 减仓-$17.52万
DFAX 减仓-$14.91万
SCHA 减仓-$7.50万
AAEQ 减仓-$5.56万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $1.04亿 | 22.10% | 301,376 | 5,587 | 1.9% | $192.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,253.10万 | 11.20% | 173,301 | 504 | 0.3% | $15.28万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,599.35万 | 9.81% | 549,176 | -7,355 | -1.3% | -$61.60万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,268.05万 | 9.10% | 516,400 | 32,757 | 6.8% | $270.74万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,049.75万 | 8.64% | 686,632 | 51,271 | 8.1% | $302.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,586.00万 | 7.65% | 808,386 | 8,443 | 1.1% | $37.45万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,105.46万 | 6.62% | 641,227 | 48,277 | 8.1% | $233.81万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,030.88万 | 6.46% | 556,533 | 44,184 | 8.6% | $240.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,470.62万 | 5.27% | 670,634 | -4,046 | -0.6% | -$14.91万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,046.87万 | 4.37% | 262,722 | 19,510 | 8.0% | $152.00万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,826.23万 | 3.89% | 118,364 | 623 | 0.5% | $9.61万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $545.35万 | 1.16% | 23,048 | -54 | -0.2% | -$1.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $297.34万 | 0.63% | 34,518 | -24 | -0.1% | -$2,067 | 减仓 |
| VTV | VANGUARD INDEX FDS | $241.10万 | 0.51% | 11,063 | -2 | -0.0% | -$436 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $190.63万 | 0.41% | 77,302 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $170.25万 | 0.36% | 47,123 | -2,075 | -4.2% | -$7.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $112.37万 | 0.24% | 13,947 | -153 | -1.1% | -$1.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $82.83万 | 0.18% | 2,238 | 0 | 0.0% | — | 不变 |
| AAEQ | EA SERIES TRUST | $68.02万 | 0.15% | 12,789 | -1,045 | -7.6% | -$5.56万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $50.20万 | 0.11% | 6,097 | -386 | -6.0% | -$3.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $49.03万 | 0.10% | 5,403 | 5,403 | — | $49.03万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $45.81万 | 0.10% | 667 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $41.61万 | 0.09% | 2,633 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $36.40万 | 0.08% | 1,258 | -13 | -1.0% | -$3,762 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.53万 | 0.07% | 690 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.76万 | 0.05% | 344 | -234 | -40.5% | -$17.52万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $21.00万 | 0.04% | 2,456 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $18.03万 | 0.04% | 16,059 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $17.05万 | 0.04% | 2,995 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $17.01万 | 0.04% | 2,387 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $16.80万 | 0.04% | 456 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $16.37万 | 0.03% | 1,116 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $16.10万 | 0.03% | 869 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $14.99万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $14.52万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $12.26万 | 0.03% | 1,683 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $9.86万 | 0.02% | 917 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.37万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $9.23万 | 0.02% | 417 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.97万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $8.48万 | 0.02% | 654 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $7.85万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $7.60万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $7.06万 | 0.02% | 3,118 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6.16万 | 0.01% | 1,032 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $5.74万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $4.48万 | 0.01% | 182 | -12 | -6.2% | -$2,957 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $4.29万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4.27万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.60万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $3.14万 | 0.01% | 990 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.95万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $2.78万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $2.77万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.72万 | 0.01% | 512 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.58万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $2.54万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.43万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1.65万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.54万 | 0.00% | 195 | 2 | 1.0% | $158 | 加仓 |
| BAC | BANK OF AMER CORP | $1.54万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.45万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.27万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1.14万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.04万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,551 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $4,209 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $4,206 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $4,076 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,706 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $3,569 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $3,392 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $2,993 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2,971 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2,922 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $2,686 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $2,520 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $374 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $358 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $307 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $201 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $96 | 0.00% | 15 | 0 | 0.0% | — | 不变 |