Pioneer Wealth Management Group
AUSTIN TX · SEC CIK 0001973339
$4.14亿2026Q2 申报市值
55持仓数
83.3%前十大占比 · 第一大 21.5%
3 / 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
SCHZ 加仓+$577.07万
DFAU 加仓+$473.91万
DFAI 加仓+$399.28万
VCIT 加仓+$271.99万
AAPL 加仓+$192.14万
2026Q2 卖出最多 按季末市值估算
TFLO 减仓-$105.44万
BIL 减仓-$84.42万
VV 减仓-$25.14万
SCHE 减仓-$22.75万
SCHF 减仓-$22.28万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $8,902.54万 | 21.51% | 1,722,295 | 91,683 | 5.6% | $473.91万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6,260.10万 | 15.12% | 1,517,600 | 96,796 | 6.8% | $399.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $5,202.61万 | 12.57% | 2,249,290 | 249,489 | 12.5% | $577.07万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,234.56万 | 7.81% | 391,356 | 32,909 | 9.2% | $271.99万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,798.87万 | 6.76% | 663,083 | 29,618 | 4.7% | $125.02万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,700.25万 | 6.52% | 671,538 | 8,852 | 1.3% | $35.59万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2,091.40万 | 5.05% | 883,192 | 67,461 | 8.3% | $159.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,437.66万 | 3.47% | 174,600 | 13,056 | 8.1% | $107.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,161.46万 | 2.81% | 166,160 | 12,427 | 8.1% | $86.86万 | 加仓 |
| VV | VANGUARD INDEX FDS | $704.17万 | 1.70% | 20,475 | -731 | -3.4% | -$25.14万 | 减仓 |
| TFLO | ISHARES TR | $507.33万 | 1.23% | 100,203 | -20,825 | -17.2% | -$105.44万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $430.18万 | 1.04% | 19,739 | -415 | -2.1% | -$9.04万 | 减仓 |
| ESGU | ISHARES TR | $412.98万 | 1.00% | 25,232 | 4,894 | 24.1% | $80.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $390.83万 | 0.94% | 88,103 | -2,494 | -2.8% | -$11.06万 | 减仓 |
| AAPL | APPLE INC | $386.24万 | 0.93% | 13,348 | 6,640 | 99.0% | $192.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $383.23万 | 0.93% | 138,350 | -8,043 | -5.5% | -$22.28万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $381.36万 | 0.92% | 105,175 | -6,273 | -5.6% | -$22.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $322.70万 | 0.78% | 35,214 | -9,212 | -20.7% | -$84.42万 | 减仓 |
| ESGD | ISHARES TR | $300.51万 | 0.73% | 29,230 | 5,574 | 23.6% | $57.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $242.56万 | 0.59% | 25,154 | 1,090 | 4.5% | $10.51万 | 加仓 |
| NUEM | NUSHARES ETF TR | $228.57万 | 0.55% | 53,861 | 1,785 | 3.4% | $7.57万 | 加仓 |
| NUSC | NUSHARES ETF TR | $216.49万 | 0.52% | 41,537 | 9,092 | 28.0% | $47.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $210.06万 | 0.51% | 28,615 | 2,297 | 8.7% | $16.86万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $208.81万 | 0.50% | 8,593 | -258 | -2.9% | -$6.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $198.55万 | 0.48% | 6,550 | -319 | -4.6% | -$9.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $193.06万 | 0.47% | 9,649 | 4,817 | 99.7% | $96.38万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $185.92万 | 0.45% | 38,936 | 30,586 | 366.3% | $146.05万 | 重新持有 |
| PTL | NORTHERN LTS FD TR IV | $160.93万 | 0.39% | 5,625 | 293 | 5.5% | $8.38万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $144.70万 | 0.35% | 24,533 | 2,756 | 12.7% | $16.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $142.48万 | 0.34% | 19,997 | -110 | -0.5% | -$7,837 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $124.12万 | 0.30% | 14,821 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $109.23万 | 0.26% | 22,599 | 22,599 | — | $109.23万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $103.66万 | 0.25% | 2,801 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $92.48万 | 0.22% | 23,302 | 270 | 1.2% | $1.07万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $57.48万 | 0.14% | 9,630 | 103 | 1.1% | $6,148 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $56.11万 | 0.14% | 23,605 | 2,779 | 13.3% | $6.61万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $56.06万 | 0.14% | 4,377 | -593 | -11.9% | -$7.60万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $54.47万 | 0.13% | 14,618 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $53.39万 | 0.13% | 1,963 | -1 | -0.1% | -$272 | 减仓 |
| ITOT | ISHARES TR | $50.18万 | 0.12% | 3,055 | -920 | -23.1% | -$15.11万 | 减仓 |
| GOOG | ALPHABET INC | $48.69万 | 0.12% | 1,378 | 243 | 21.4% | $8.59万 | 加仓 |
| AGG | ISHARES TR | $45.09万 | 0.11% | 4,555 | 4,555 | — | $45.09万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $44.95万 | 0.11% | 1,429 | 4 | 0.3% | $1,258 | 加仓 |
| TPSC | TIMOTHY PLAN | $44.65万 | 0.11% | 9,306 | 1,319 | 16.5% | $6.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.53万 | 0.11% | 634 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $35.07万 | 0.08% | 2,934 | -2 | -0.1% | -$239 | 减仓 |
| MSFT | MICROSOFT CORP | $34.70万 | 0.08% | 930 | 51 | 5.8% | $1.90万 | 加仓 |
| LQD | ISHARES TR | $30.23万 | 0.07% | 2,772 | 1 | 0.0% | $109 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.40万 | 0.07% | 5,614 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.76万 | 0.06% | 1,089 | -300 | -21.6% | -$7.10万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $24.82万 | 0.06% | 6,276 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.19万 | 0.06% | 1,544 | 4 | 0.3% | $627 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.22万 | 0.06% | 464 | -429 | -48.0% | -$21.47万 | 重新持有 |
| GOOGL | ALPHABET INC | $21.06万 | 0.05% | 589 | 589 | — | $21.06万 | 新建仓 |
| HD | HOME DEPOT INC | $20.91万 | 0.05% | 593 | -41 | -6.5% | -$1.45万 | 减仓 |