Dodds Wealth, LLC
GREENWOOD VILLAGE CO · SEC CIK 0001973728
$4.45亿2026Q2 申报市值
56持仓数
85.4%前十大占比 · 第一大 13.2%
4 / 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
SPIB 加仓+$232.12万
VCIT 加仓+$222.41万
IGIB 加仓+$184.57万
GOVT 加仓+$110.12万
JMUB 加仓+$92.27万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$67.50万
SCHV 减仓-$38.46万
DFAU 减仓-$34.44万
MAR 减仓-$18.09万
DFAI 减仓-$16.76万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $20.15万 | 0.05% | 851 | 851 | — | $20.15万 | 新建仓 |
| AVGO | BROADCOM INC | $20.67万 | 0.05% | 547 | 547 | — | $20.67万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.62万 | 0.05% | 1,543 | 112 | 7.8% | $1.64万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $23.64万 | 0.05% | 312 | 312 | — | $23.64万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.67万 | 0.06% | 2,667 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.98万 | 0.06% | 10,315 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $28.12万 | 0.06% | 1,423 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.41万 | 0.07% | 2,172 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $30.18万 | 0.07% | 5,093 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $30.45万 | 0.07% | 3,747 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $31.19万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $32.53万 | 0.07% | 271 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.98万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $39.70万 | 0.09% | 5,239 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $42.42万 | 0.10% | 1,723 | 1,723 | — | $42.42万 | 新建仓 |
| IGSB | ISHARES TR | $42.45万 | 0.10% | 8,099 | -2,503 | -23.6% | -$13.12万 | 减仓 |
| CBZ | CBIZ INC | $43.44万 | 0.10% | 13,542 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $44.56万 | 0.10% | 1,202 | -488 | -28.9% | -$18.09万 | 减仓 |
| USB | US BANCORP | $46.25万 | 0.10% | 7,658 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.64万 | 0.11% | 1,547 | 140 | 10.0% | $4.58万 | 加仓 |
| PFF | ISHARES TR | $54.45万 | 0.12% | 17,858 | 186 | 1.1% | $5,671 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $69.65万 | 0.16% | 9,776 | -1,801 | -15.6% | -$12.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $70.84万 | 0.16% | 1,899 | 101 | 5.6% | $3.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.17万 | 0.16% | 2,802 | -457 | -14.0% | -$11.61万 | 减仓 |
| AMZN | AMAZON COM INC | $83.94万 | 0.19% | 3,522 | 180 | 5.4% | $4.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $96.21万 | 0.22% | 1,307 | 48 | 3.8% | $3.53万 | 加仓 |
| IYW | ISHARES TR | $97.13万 | 0.22% | 3,851 | -88 | -2.2% | -$2.22万 | 减仓 |
| WELL | WELLTOWER INC | $107.77万 | 0.24% | 4,748 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $111.23万 | 0.25% | 1,485 | -73 | -4.7% | -$5.47万 | 减仓 |
| GOOGL | ALPHABET INC | $112.58万 | 0.25% | 3,150 | 179 | 6.0% | $6.40万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $117.24万 | 0.26% | 7,389 | 38 | 0.5% | $6,029 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $118.33万 | 0.27% | 7,539 | -7 | -0.1% | -$1,099 | 减仓 |
| DVY | ISHARES TR | $125.06万 | 0.28% | 8,001 | 79 | 1.0% | $1.23万 | 加仓 |
| IJH | ISHARES TR | $136.59万 | 0.31% | 17,714 | 107 | 0.6% | $8,251 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $171.66万 | 0.39% | 3,431 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $181.17万 | 0.41% | 2,426 | -23 | -0.9% | -$1.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $204.55万 | 0.46% | 10,223 | 117 | 1.2% | $2.34万 | 加仓 |
| GOOG | ALPHABET INC | $211.37万 | 0.48% | 5,982 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $225.04万 | 0.51% | 27,464 | -915 | -3.2% | -$7.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $250.24万 | 0.56% | 11,761 | 1 | 0.0% | $213 | 加仓 |
| AAPL | APPLE INC | $387.33万 | 0.87% | 13,386 | 115 | 0.9% | $3.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $399.29万 | 0.90% | 25,267 | -67 | -0.3% | -$1.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $496.51万 | 1.12% | 51,489 | 859 | 1.7% | $8.28万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $581.50万 | 1.31% | 140,970 | -4,063 | -2.8% | -$16.76万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $634.91万 | 1.43% | 122,830 | -6,663 | -5.1% | -$34.44万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $697.70万 | 1.57% | 36,621 | 126 | 0.3% | $2.40万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,116.55万 | 2.51% | 220,422 | 18,216 | 9.0% | $92.27万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,459.60万 | 3.28% | 170,734 | -332 | -0.2% | -$2.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,409.20万 | 5.42% | 35,078 | 778 | 2.3% | $53.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,955.39万 | 6.65% | 1,020,508 | 12,660 | 1.3% | $36.66万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,585.70万 | 8.07% | 1,030,077 | -11,049 | -1.1% | -$38.46万 | 减仓 |
| GOVT | ISHARES TR | $4,645.39万 | 10.45% | 2,039,239 | 48,341 | 2.4% | $110.12万 | 加仓 |
| IGIB | ISHARES TR | $4,912.55万 | 11.05% | 923,932 | 34,714 | 3.9% | $184.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,169.69万 | 11.63% | 600,150 | -7,836 | -1.3% | -$67.50万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $5,839.39万 | 13.13% | 1,745,184 | 69,371 | 4.1% | $232.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,884.91万 | 13.24% | 712,028 | 26,910 | 3.9% | $222.41万 | 加仓 |