Noble Family Wealth, LLC
Clearwater FL · SEC CIK 0001976065
$5.59亿2026Q2 申报市值
74持仓数
67.8%前十大占比 · 第一大 10.0%
3 / 6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
VEA 加仓+$399.53万
SCHD 加仓+$317.29万
VIG 加仓+$271.05万
VB 加仓+$248.56万
VTV 加仓+$188.73万
2026Q2 卖出最多 按季末市值估算
IWL 减仓-$72.24万
AGG 减仓-$53.31万
VUG 减仓-$49.75万
MSFT 减仓-$31.71万
FLMI 清仓-$30.86万
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 |
|---|---|---|---|---|---|---|---|---|
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -12,450 | -100.0% | -$30.86万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,280 | -100.0% | -$29.41万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,365 | -100.0% | -$28.06万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$22.27万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -4,598 | -100.0% | -$21.33万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -825 | -100.0% | -$20.17万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $23.68万 | 0.04% | 6,938 | -1,606 | -18.8% | -$5.48万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $24.54万 | 0.04% | 2,871 | 2,871 | — | $24.54万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $24.78万 | 0.04% | 3,379 | -504 | -13.0% | -$3.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $25.34万 | 0.05% | 369 | -27 | -6.8% | -$1.85万 | 重新持有 |
| IJT | ISHARES TR | $25.58万 | 0.05% | 1,432 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $28.36万 | 0.05% | 855 | -65 | -7.1% | -$2.16万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $29.20万 | 0.05% | 4,951 | 4,951 | — | $29.20万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $31.10万 | 0.06% | 950 | -765 | -44.6% | -$25.04万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $31.56万 | 0.06% | 5,842 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $34.91万 | 0.06% | 4,606 | 90 | 2.0% | $6,821 | 加仓 |
| ORCL | ORACLE CORP | $35.17万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $35.21万 | 0.06% | 2,740 | -935 | -25.4% | -$12.01万 | 减仓 |
| EEM | ISHARES TR | $37.63万 | 0.07% | 5,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $38.31万 | 0.07% | 780 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $39.20万 | 0.07% | 1,450 | -325 | -18.3% | -$8.79万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $39.45万 | 0.07% | 15,997 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $39.92万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.02万 | 0.07% | 689 | 689 | — | $40.02万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $43.76万 | 0.08% | 11,745 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $44.29万 | 0.08% | 4,475 | -5,386 | -54.6% | -$53.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $49.10万 | 0.09% | 1,327 | 350 | 35.8% | $12.95万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.29万 | 0.09% | 3,309 | 499 | 17.8% | $7.89万 | 加仓 |
| IDV | ISHARES TR | $59.03万 | 0.11% | 14,248 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $59.99万 | 0.11% | 3,600 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $62.22万 | 0.11% | 25,773 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $62.34万 | 0.11% | 5,308 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $67.08万 | 0.12% | 11,526 | 3,537 | 44.3% | $20.59万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $77.72万 | 0.14% | 7,230 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $89.08万 | 0.16% | 7,160 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $95.34万 | 0.17% | 2,556 | -850 | -25.0% | -$31.71万 | 减仓 |
| IWM | ISHARES TR | $101.58万 | 0.18% | 3,381 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $108.45万 | 0.19% | 12,949 | -131 | -1.0% | -$1.10万 | 减仓 |
| IVE | ISHARES TR | $113.53万 | 0.20% | 5,000 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $115.05万 | 0.21% | 41,975 | 750 | 1.8% | $2.06万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $119.02万 | 0.21% | 40,442 | -346 | -0.8% | -$1.02万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $119.77万 | 0.21% | 4,594 | -1,000 | -17.9% | -$26.07万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $132.26万 | 0.24% | 14,205 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $132.84万 | 0.24% | 13,754 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $138.22万 | 0.25% | 6,995 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $151.83万 | 0.27% | 10,113 | -1,619 | -13.8% | -$24.31万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $167.14万 | 0.30% | 46,096 | 23 | 0.0% | $834 | 加仓 |
| SHY | ISHARES TR | $250.36万 | 0.45% | 30,491 | -946 | -3.0% | -$7.77万 | 减仓 |
| IWS | ISHARES TR | $267.38万 | 0.48% | 16,244 | -581 | -3.5% | -$9.56万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $271.20万 | 0.49% | 56,360 | 217 | 0.4% | $1.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $271.82万 | 0.49% | 45,539 | 6,542 | 16.8% | $39.05万 | 加仓 |
| SCZ | ISHARES TR | $280.80万 | 0.50% | 34,131 | -244 | -0.7% | -$2.01万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $288.33万 | 0.52% | 99,561 | 212 | 0.2% | $6,140 | 加仓 |
| IWL | ISHARES TR | $297.94万 | 0.53% | 16,109 | -3,906 | -19.5% | -$72.24万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $324.67万 | 0.58% | 8,878 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $357.03万 | 0.64% | 112,522 | 7,410 | 7.0% | $23.51万 | 加仓 |
| IWF | ISHARES TR | $395.85万 | 0.71% | 31,880 | -20 | -0.1% | -$2,483 | 减仓 |
| IWC | ISHARES TR | $420.04万 | 0.75% | 20,998 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $566.69万 | 1.01% | 25,619 | -84 | -0.3% | -$1.86万 | 减仓 |
| EFV | ISHARES TR | $702.61万 | 1.26% | 91,785 | 6,332 | 7.4% | $48.47万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $749.90万 | 1.34% | 48,603 | 6,518 | 15.5% | $100.57万 | 加仓 |
| IWO | ISHARES TR | $843.78万 | 1.51% | 21,418 | -50 | -0.2% | -$1.97万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $942.68万 | 1.69% | 278,570 | -3,519 | -1.2% | -$11.91万 | 减仓 |
| EMXC | ISHARES INC | $954.57万 | 1.71% | 93,311 | 6,225 | 7.1% | $63.68万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,102.11万 | 1.97% | 45,356 | 2,634 | 6.2% | $64.00万 | 加仓 |
| — | WISDOMTREE TR | $1,144.66万 | 2.05% | 87,291 | -784 | -0.9% | -$10.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,295.86万 | 2.32% | 160,836 | -1,772 | -1.1% | -$14.28万 | 减仓 |
| EFA | ISHARES TR | $1,445.67万 | 2.59% | 139,167 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $1,993.19万 | 3.57% | 82,217 | -558 | -0.7% | -$13.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,381.93万 | 4.26% | 276,518 | -5,776 | -2.0% | -$49.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,462.57万 | 4.41% | 667,905 | -4,752 | -0.7% | -$17.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,475.23万 | 4.43% | 893,584 | 32,602 | 3.8% | $90.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,535.38万 | 4.54% | 728,348 | 3,535 | 0.5% | $12.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,739.56万 | 4.90% | 90,379 | 8,200 | 10.0% | $248.56万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,571.60万 | 6.39% | 988,541 | 2,235 | 0.2% | $8.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,089.82万 | 9.11% | 1,605,116 | 100,061 | 6.6% | $317.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,494.50万 | 9.83% | 771,158 | 56,074 | 7.8% | $399.53万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,567.04万 | 9.96% | 255,451 | 8,660 | 3.5% | $188.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,583.78万 | 9.99% | 235,981 | 11,455 | 5.1% | $271.05万 | 加仓 |