Rockwood Wealth Management, LLC
New Hope PA · SEC CIK 0001983670
$13.97亿2026Q1 申报市值
118持仓数
88.0%前十大占比 · 第一大 33.6%
7 / 6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
DIMENSIONAL ETF 加仓+$1,861.12万
AVDE 加仓+$616.40万
DFEM 加仓+$557.41万
SPSB 加仓+$504.01万
AVUS 加仓+$429.61万
2026Q1 卖出最多 按季末市值估算
EA SERIES TRUST 清仓-$172.33万
VGT 减仓-$56.59万
MUB 减仓-$48.61万
CAOS 清仓-$37.31万
VNQI 减仓-$33.25万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $226.11万 | 0.16% | 36,207 | -1,272 | -3.4% | -$7.94万 | 减仓 |
| ET | ENERGY TRANSFER L P | $253.20万 | 0.18% | 131,192 | 27 | 0.0% | $521 | 加仓 |
| IJH | ISHARES TR | $254.56万 | 0.18% | 37,696 | -4,023 | -9.6% | -$27.17万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $257.63万 | 0.18% | 51,641 | -2,968 | -5.4% | -$14.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $269.04万 | 0.19% | 4,137 | 335 | 8.8% | $21.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $276.96万 | 0.20% | 6,341 | -55 | -0.9% | -$2.40万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $299.49万 | 0.21% | 37,781 | -63 | -0.2% | -$4,994 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $346.85万 | 0.25% | 102,103 | -1,045 | -1.0% | -$3.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $385.47万 | 0.28% | 162,987 | -3,812 | -2.3% | -$9.02万 | 减仓 |
| IVV | ISHARES TR | $515.88万 | 0.37% | 7,898 | 75 | 1.0% | $4.90万 | 加仓 |
| SUB | ISHARES TR | $575.48万 | 0.41% | 54,036 | 4,574 | 9.2% | $48.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $580.49万 | 0.42% | 18,094 | 1,021 | 6.0% | $32.76万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $980.28万 | 0.70% | 220,535 | -7,480 | -3.3% | -$33.25万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,027.36万 | 0.74% | 17,193 | 53 | 0.3% | $3.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,558.91万 | 1.12% | 175,751 | -3,303 | -1.8% | -$29.30万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,675.31万 | 1.91% | 1,006,511 | 105,290 | 11.7% | $279.86万 | 加仓 |
| MUB | ISHARES TR | $3,096.87万 | 2.22% | 291,745 | -4,579 | -1.5% | -$48.61万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $3,369.36万 | 2.41% | 1,004,581 | 62,995 | 6.7% | $211.29万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,400.01万 | 3.15% | 546,043 | 15,385 | 2.9% | $123.97万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,303.70万 | 4.51% | 1,774,192 | 32,129 | 1.8% | $114.15万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,831.90万 | 4.89% | 614,490 | 38,641 | 6.7% | $429.61万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $7,241.32万 | 5.18% | 2,408,155 | 167,613 | 7.5% | $504.01万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,788.94万 | 5.57% | 2,254,397 | 161,334 | 7.7% | $557.41万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $1.15亿 | 8.20% | 2,276,419 | 85,260 | 3.9% | $429.20万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.55亿 | 18.27% | 3,008,115 | 72,655 | 2.5% | $616.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.69亿 | 33.59% | 12,077,663 | 478,929 | 4.1% | $1,861.12万 | 加仓 |