Noble Family Wealth, LLC
Clearwater FL · SEC CIK 0001976065
$4.84亿2026Q1 申报市值
76持仓数
66.8%前十大占比 · 第一大 10.0%
1 / 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
SCHD 加仓+$237.35万
VEA 加仓+$211.34万
VTV 加仓+$123.45万
VB 加仓+$85.36万
VSS 加仓+$64.79万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$195.06万
VUG 减仓-$72.60万
DIMENSIONAL ETF 清仓-$41.52万
IWD 减仓-$33.08万
IWL 减仓-$31.97万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $4,842.04万 | 10.00% | 246,791 | 6,292 | 2.6% | $123.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,828.66万 | 9.97% | 224,526 | -1,461 | -0.6% | -$31.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,617.51万 | 9.53% | 1,505,055 | 77,364 | 5.4% | $237.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,582.26万 | 9.46% | 715,084 | 32,981 | 4.8% | $211.34万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,868.18万 | 5.92% | 986,306 | 6,461 | 0.7% | $18.79万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,210.68万 | 4.56% | 724,813 | -4,677 | -0.6% | -$14.26万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,152.43万 | 4.44% | 82,179 | 3,259 | 4.1% | $85.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,130.93万 | 4.40% | 860,982 | 7,411 | 0.9% | $18.34万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,082.55万 | 4.30% | 672,657 | -7,785 | -1.1% | -$24.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,055.07万 | 4.24% | 47,049 | -1,662 | -3.4% | -$72.60万 | 减仓 |
| IWD | ISHARES TR | $1,768.65万 | 3.65% | 82,775 | -1,548 | -1.8% | -$33.08万 | 减仓 |
| EFA | ISHARES TR | $1,351.73万 | 2.79% | 139,167 | -25 | -0.0% | -$2,428 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,167.44万 | 2.41% | 40,652 | 168 | 0.4% | $4.82万 | 加仓 |
| — | WISDOMTREE TR | $1,019.11万 | 2.10% | 88,075 | -750 | -0.8% | -$8.68万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $928.14万 | 1.92% | 42,722 | 2,751 | 6.9% | $59.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $821.72万 | 1.70% | 282,089 | -10,321 | -3.5% | -$30.07万 | 减仓 |
| EMXC | ISHARES INC | $685.02万 | 1.41% | 87,086 | 6,600 | 8.2% | $51.92万 | 加仓 |
| IWO | ISHARES TR | $673.69万 | 1.39% | 21,468 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $635.34万 | 1.31% | 85,453 | 5,248 | 6.5% | $39.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $613.56万 | 1.27% | 42,085 | 4,444 | 11.8% | $64.79万 | 加仓 |
| IWN | ISHARES TR | $487.30万 | 1.01% | 25,703 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $340.05万 | 0.70% | 7,975 | -52 | -0.6% | -$2.22万 | 减仓 |
| IWC | ISHARES TR | $335.15万 | 0.69% | 20,998 | -329 | -1.5% | -$5.25万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $332.78万 | 0.69% | 105,112 | 4,487 | 4.5% | $14.21万 | 加仓 |
| IWL | ISHARES TR | $321.20万 | 0.66% | 20,015 | -1,992 | -9.1% | -$31.97万 | 减仓 |
| SCZ | ISHARES TR | $269.53万 | 0.56% | 34,375 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $268.34万 | 0.55% | 8,878 | -110 | -1.2% | -$3.32万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $262.41万 | 0.54% | 56,143 | 7 | 0.0% | $327 | 加仓 |
| SHY | ISHARES TR | $259.58万 | 0.54% | 31,437 | -308 | -1.0% | -$2.54万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $249.37万 | 0.51% | 99,349 | -1,779 | -1.8% | -$4.47万 | 减仓 |
| IWS | ISHARES TR | $245.21万 | 0.51% | 16,825 | -131 | -0.8% | -$1.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $210.78万 | 0.44% | 38,997 | 2,839 | 7.9% | $15.34万 | 加仓 |
| VDE | VANGUARD WORLD FD | $203.01万 | 0.42% | 11,732 | -525 | -4.3% | -$9.08万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $151.81万 | 0.31% | 46,073 | 40 | 0.1% | $1,318 | 加仓 |
| VOE | VANGUARD INDEX FDS | $128.90万 | 0.27% | 6,995 | 1,716 | 32.5% | $31.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $126.08万 | 0.26% | 3,406 | -575 | -14.4% | -$21.28万 | 减仓 |
| IEFA | ISHARES TR | $124.52万 | 0.26% | 13,754 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $116.60万 | 0.24% | 14,205 | -736 | -4.9% | -$6.04万 | 减仓 |
| HDV | ISHARES TR | $111.90万 | 0.23% | 8,245 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO EXCHANGE TRADED FD T | $108.82万 | 0.22% | 5,594 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $105.58万 | 0.22% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $104.58万 | 0.22% | 40,788 | -117 | -0.3% | -$3,000 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $98.23万 | 0.20% | 13,080 | -395 | -2.9% | -$2.97万 | 减仓 |
| AGG | ISHARES TR | $97.89万 | 0.20% | 9,861 | -235 | -2.3% | -$2.33万 | 减仓 |
| IWM | ISHARES TR | $83.85万 | 0.17% | 3,381 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $79.74万 | 0.16% | 7,160 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $71.13万 | 0.15% | 7,230 | -130 | -1.8% | -$1.28万 | 减仓 |
| IEI | ISHARES TR | $62.95万 | 0.13% | 5,308 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $62.55万 | 0.13% | 25,773 | -69 | -0.3% | -$1,675 | 减仓 |
| IDV | ISHARES TR | $60.64万 | 0.13% | 14,248 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.17万 | 0.11% | 1,775 | -170 | -8.7% | -$5.28万 | 减仓 |
| IYJ | ISHARES TR | $53.11万 | 0.11% | 3,600 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.45万 | 0.10% | 1,715 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.77万 | 0.10% | 7,989 | -33,321 | -80.7% | -$195.06万 | 减仓 |
| MRK | MERCK & CO INC | $44.21万 | 0.09% | 3,675 | -551 | -13.0% | -$6.63万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $41.73万 | 0.09% | 11,745 | -182 | -1.5% | -$6,466 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.62万 | 0.09% | 2,810 | 1,125 | 66.8% | $16.66万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $39.85万 | 0.08% | 15,997 | -3,111 | -16.3% | -$7.75万 | 减仓 |
| ORCL | ORACLE CORP | $35.31万 | 0.07% | 2,400 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $34.82万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $32.51万 | 0.07% | 780 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $31.69万 | 0.07% | 4,516 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $31.34万 | 0.06% | 977 | 290 | 42.2% | $9.30万 | 加仓 |
| EEM | ISHARES TR | $31.23万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $30.86万 | 0.06% | 12,450 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $30.83万 | 0.06% | 5,842 | -663 | -10.2% | -$3.50万 | 减仓 |
| AON | AON PLC | $29.70万 | 0.06% | 920 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $29.41万 | 0.06% | 1,280 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $28.06万 | 0.06% | 2,365 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $27.53万 | 0.06% | 8,544 | -1,042 | -10.9% | -$3.36万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $24.19万 | 0.05% | 3,883 | -438 | -10.1% | -$2.73万 | 减仓 |
| AFL | AFLAC INC | $22.27万 | 0.05% | 2,030 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $21.33万 | 0.04% | 4,598 | -2,230 | -32.7% | -$10.35万 | 减仓 |
| IJT | ISHARES TR | $20.72万 | 0.04% | 1,432 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.17万 | 0.04% | 825 | 825 | — | $20.17万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,917 | -100.0% | -$41.52万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,217 | -100.0% | -$29.48万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,925 | -100.0% | -$24.57万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -643 | -100.0% | -$22.13万 | 清仓 |