Pioneer Wealth Management Group
AUSTIN TX · SEC CIK 0001973339
$3.57亿2026Q1 申报市值
50持仓数
83.9%前十大占比 · 第一大 20.6%
1 / 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
DFAU 加仓+$682.60万
TFLO 加仓+$499.70万
SCHZ 加仓+$430.83万
DFAI 加仓+$392.72万
SCHH 加仓+$227.95万
2026Q1 卖出最多 按季末市值估算
DFIP 清仓-$105.05万
DIMENSIONAL ETF 清仓-$55.37万
AAPL 减仓-$47.79万
DIMENSIONAL ETF 清仓-$35.40万
VEU 减仓-$24.51万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -25,279 | -100.0% | -$105.05万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -24,176 | -100.0% | -$55.37万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -9,308 | -100.0% | -$35.40万 | 清仓 |
| HD | HOME DEPOT INC | $20.85万 | 0.06% | 634 | 56 | 9.7% | $1.84万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $22.41万 | 0.06% | 6,276 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $25.61万 | 0.07% | 367 | 8 | 2.2% | $5,582 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.01万 | 0.08% | 5,614 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $28.75万 | 0.08% | 1,540 | 5 | 0.3% | $933 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.87万 | 0.08% | 1,389 | -171 | -11.0% | -$3.68万 | 减仓 |
| LQD | ISHARES TR | $30.21万 | 0.08% | 2,771 | 411 | 17.4% | $4.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $32.55万 | 0.09% | 879 | 99 | 12.7% | $3.67万 | 加仓 |
| GOOG | ALPHABET INC | $32.56万 | 0.09% | 1,135 | -162 | -12.5% | -$4.65万 | 减仓 |
| TPSC | TIMOTHY PLAN | $33.90万 | 0.10% | 7,987 | 960 | 13.7% | $4.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $37.87万 | 0.11% | 634 | -30 | -4.5% | -$1.79万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $40.90万 | 0.11% | 1,425 | 4 | 0.3% | $1,148 | 加仓 |
| UNP | UNION PAC CORP | $47.65万 | 0.13% | 1,964 | -83 | -4.1% | -$2.01万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $49.68万 | 0.14% | 20,826 | 5,902 | 39.5% | $14.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.49万 | 0.14% | 9,527 | -409 | -4.1% | -$2.21万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $51.94万 | 0.15% | 14,618 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $55.26万 | 0.15% | 4,970 | 4,970 | — | $55.26万 | 新建仓 |
| ITOT | ISHARES TR | $56.62万 | 0.16% | 3,975 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $84.27万 | 0.24% | 4,832 | 1,823 | 60.6% | $31.79万 | 加仓 |
| — | GLOBAL X FDS | $84.96万 | 0.24% | 23,032 | 4,521 | 24.4% | $16.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $89.86万 | 0.25% | 2,801 | 17 | 0.6% | $5,454 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $111.30万 | 0.31% | 14,821 | -3,264 | -18.0% | -$24.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $128.85万 | 0.36% | 20,107 | 132 | 0.7% | $8,459 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $129.68万 | 0.36% | 21,777 | 5,678 | 35.3% | $33.81万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $133.60万 | 0.37% | 5,332 | 872 | 19.6% | $21.85万 | 加仓 |
| NUSC | NUSHARES ETF TR | $146.20万 | 0.41% | 32,445 | -1,234 | -3.7% | -$5.56万 | 减仓 |
| AAPL | APPLE INC | $170.24万 | 0.48% | 6,708 | -1,883 | -21.9% | -$47.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $179.91万 | 0.50% | 6,869 | -355 | -4.9% | -$9.30万 | 减仓 |
| NUEM | NUSHARES ETF TR | $191.32万 | 0.54% | 52,076 | 580 | 1.1% | $2.13万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $192.28万 | 0.54% | 8,851 | -39 | -0.4% | -$8,472 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $193.80万 | 0.54% | 26,318 | 1,907 | 7.8% | $14.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $213.44万 | 0.60% | 24,064 | 43 | 0.2% | $3,814 | 加仓 |
| ESGD | ISHARES TR | $226.20万 | 0.63% | 23,656 | -2,206 | -8.5% | -$21.09万 | 减仓 |
| ESGU | ISHARES TR | $287.63万 | 0.81% | 20,338 | 1,345 | 7.1% | $19.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $352.06万 | 0.99% | 90,597 | 9,130 | 11.2% | $35.48万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $362.32万 | 1.02% | 146,393 | -1,123 | -0.8% | -$2.78万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $367.22万 | 1.03% | 111,448 | 403 | 0.4% | $1.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $395.42万 | 1.11% | 20,154 | 29 | 0.1% | $5,690 | 加仓 |
| BIL | SPDR SERIES TRUST | $407.12万 | 1.14% | 44,426 | 5,281 | 13.5% | $48.40万 | 加仓 |
| TFLO | ISHARES TR | $612.77万 | 1.72% | 121,028 | 98,697 | 442.0% | $499.70万 | 加仓 |
| VV | VANGUARD INDEX FDS | $633.73万 | 1.78% | 21,206 | -523 | -2.4% | -$15.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $960.06万 | 2.69% | 153,733 | 9,694 | 6.7% | $60.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,149.06万 | 3.22% | 161,544 | 11,381 | 7.6% | $80.95万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,753.01万 | 4.92% | 815,731 | 106,072 | 14.9% | $227.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,243.86万 | 6.29% | 662,686 | 50,867 | 8.3% | $172.24万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,674.49万 | 7.50% | 633,465 | 37,000 | 6.2% | $156.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,966.15万 | 8.32% | 358,447 | 23,829 | 7.1% | $197.18万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4,643.54万 | 13.02% | 1,999,801 | 185,543 | 10.2% | $430.83万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,535.45万 | 15.53% | 1,420,804 | 100,801 | 7.6% | $392.72万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $7,357.32万 | 20.64% | 1,630,612 | 151,285 | 10.2% | $682.60万 | 加仓 |