Dodds Wealth, LLC
GREENWOOD VILLAGE CO · SEC CIK 0001973728
$4.07亿2026Q1 申报市值
51持仓数
86.1%前十大占比 · 第一大 13.9%
0 / 4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
JMUB 加仓+$353.16万
SPIB 加仓+$288.96万
VCIT 加仓+$277.58万
IGIB 加仓+$268.93万
SCHB 加仓+$57.98万
2026Q1 卖出最多 按季末市值估算
SCHV 减仓-$67.54万
VUG 减仓-$63.33万
GOVT 减仓-$36.56万
PTY 清仓-$29.82万
WELL 减仓-$25.09万
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 |
|---|---|---|---|---|---|---|---|---|
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -23,113 | -100.0% | -$29.82万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,258 | -100.0% | -$22.36万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,927 | -100.0% | -$21.62万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -309 | -100.0% | -$20.40万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $24.39万 | 0.06% | 10,315 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.94万 | 0.06% | 271 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.70万 | 0.06% | 2,667 | -1 | -0.0% | -$96 | 减仓 |
| VOE | VANGUARD INDEX FDS | $26.22万 | 0.06% | 1,423 | -67 | -4.5% | -$1.23万 | 减仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $28.06万 | 0.07% | 5,093 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.50万 | 0.07% | 3,747 | 7 | 0.2% | $532 | 加仓 |
| PEP | PEPSICO INC | $33.73万 | 0.08% | 2,172 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $36.36万 | 0.09% | 13,542 | 4,800 | 54.9% | $12.89万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $36.52万 | 0.09% | 5,239 | 69 | 1.3% | $4,810 | 加仓 |
| WMT | WALMART INC | $37.28万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $37.86万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $39.83万 | 0.10% | 7,658 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $41.39万 | 0.10% | 1,407 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $53.58万 | 0.13% | 17,672 | 6,341 | 56.0% | $19.23万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $55.29万 | 0.14% | 1,690 | 305 | 22.0% | $9.98万 | 加仓 |
| IGSB | ISHARES TR | $55.72万 | 0.14% | 10,602 | 3 | 0.0% | $158 | 加仓 |
| MSFT | MICROSOFT CORP | $66.54万 | 0.16% | 1,798 | -46 | -2.5% | -$1.70万 | 减仓 |
| AMZN | AMAZON COM INC | $69.60万 | 0.17% | 3,342 | -78 | -2.3% | -$1.62万 | 减仓 |
| IYW | ISHARES TR | $71.46万 | 0.18% | 3,939 | -25 | -0.6% | -$4,536 | 减仓 |
| QQQ | INVESCO QQQ TR | $72.64万 | 0.18% | 1,259 | -59 | -4.5% | -$3.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $74.18万 | 0.18% | 11,577 | -95 | -0.8% | -$6,087 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $79.67万 | 0.20% | 3,259 | 221 | 7.3% | $5.40万 | 加仓 |
| GOOGL | ALPHABET INC | $85.44万 | 0.21% | 2,971 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $93.87万 | 0.23% | 4,748 | -1,269 | -21.1% | -$25.09万 | 减仓 |
| IVV | ISHARES TR | $101.80万 | 0.25% | 1,558 | 4 | 0.3% | $2,614 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $104.38万 | 0.26% | 7,546 | -36 | -0.5% | -$4,980 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $107.77万 | 0.26% | 7,351 | -30 | -0.4% | -$4,398 | 减仓 |
| IJH | ISHARES TR | $118.90万 | 0.29% | 17,607 | -2,216 | -11.2% | -$14.96万 | 减仓 |
| DVY | ISHARES TR | $119.95万 | 0.29% | 7,922 | 396 | 5.3% | $6.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $159.28万 | 0.39% | 2,449 | -203 | -7.7% | -$13.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $164.39万 | 0.40% | 3,431 | -29 | -0.8% | -$1.39万 | 减仓 |
| GOOG | ALPHABET INC | $171.61万 | 0.42% | 5,982 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $176.25万 | 0.43% | 10,106 | -875 | -8.0% | -$15.26万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $201.23万 | 0.49% | 28,379 | 41 | 0.1% | $2,907 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $225.70万 | 0.55% | 11,760 | 1 | 0.0% | $192 | 加仓 |
| AAPL | APPLE INC | $336.80万 | 0.83% | 13,271 | -148 | -1.1% | -$3.76万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $375.20万 | 0.92% | 25,334 | -1,452 | -5.4% | -$21.50万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $449.09万 | 1.10% | 50,630 | 1,891 | 3.9% | $16.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $485.02万 | 1.19% | 36,495 | -1,021 | -2.7% | -$13.57万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $565.05万 | 1.39% | 145,033 | -4,315 | -2.9% | -$16.81万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $584.27万 | 1.43% | 129,493 | -379 | -0.3% | -$1.71万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,010.83万 | 2.48% | 202,206 | 70,647 | 53.7% | $353.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,319.09万 | 3.24% | 171,066 | -1,694 | -1.0% | -$13.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,049.61万 | 5.03% | 34,300 | 728 | 2.2% | $43.50万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,529.70万 | 6.21% | 1,007,848 | 23,099 | 2.3% | $57.98万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,175.43万 | 7.79% | 1,041,126 | -22,144 | -2.1% | -$67.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,426.02万 | 10.86% | 101,331 | -1,450 | -1.4% | -$63.33万 | 减仓 |
| GOVT | ISHARES TR | $4,561.15万 | 11.20% | 1,990,898 | -15,960 | -0.8% | -$36.56万 | 减仓 |
| IGIB | ISHARES TR | $4,732.42万 | 11.62% | 889,218 | 50,531 | 6.0% | $268.93万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $5,620.68万 | 13.80% | 1,675,813 | 86,155 | 5.4% | $288.96万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,669.35万 | 13.92% | 685,118 | 33,545 | 5.1% | $277.58万 | 加仓 |