Rockwood Wealth Management, LLC
New Hope PA · SEC CIK 0001983670
$15.82亿2026Q2 申报市值
132持仓数
87.7%前十大占比 · 第一大 34.6%
14 / 2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
AVDE 加仓+$1,407.18万
DIMENSIONAL ETF 加仓+$1,157.95万
AVEM 加仓+$790.53万
MEAR 加仓+$473.36万
SPSB 加仓+$453.52万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$395.89万
MUB 减仓-$109.25万
AVUS 减仓-$108.96万
IWF 减仓-$106.45万
SCHB 减仓-$62.98万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $207.76万 | 0.13% | 25,786 | 926 | 3.7% | $7.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $213.93万 | 0.14% | 17,148 | 491 | 2.9% | $6.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $220.32万 | 0.14% | 56,797 | 5,178 | 10.0% | $20.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $221.67万 | 0.14% | 3,010 | -9 | -0.3% | -$6,628 | 减仓 |
| VGT | VANGUARD WORLD FD | $222.63万 | 0.14% | 18,627 | 3 | 0.0% | $359 | 加仓 |
| IJR | ISHARES TR | $229.45万 | 0.15% | 15,471 | 327 | 2.2% | $4.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $253.09万 | 0.16% | 36,207 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $253.24万 | 0.16% | 132,450 | 1,258 | 1.0% | $2.41万 | 加仓 |
| IEFA | ISHARES TR | $257.98万 | 0.16% | 26,712 | 5,148 | 23.9% | $49.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $261.00万 | 0.16% | 51,601 | -40 | -0.1% | -$2,023 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $285.33万 | 0.18% | 49,027 | 21,208 | 76.2% | $123.43万 | 加仓 |
| IJH | ISHARES TR | $304.03万 | 0.19% | 39,429 | 1,733 | 4.6% | $13.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $321.03万 | 0.20% | 37,269 | -777 | -2.0% | -$6.69万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $325.20万 | 0.21% | 41,149 | 3,368 | 8.9% | $26.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.18万 | 0.22% | 4,622 | 485 | 11.7% | $36.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $374.07万 | 0.24% | 101,538 | -565 | -0.6% | -$2.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $400.99万 | 0.25% | 153,284 | -9,703 | -6.0% | -$25.38万 | 减仓 |
| SUB | ISHARES TR | $521.38万 | 0.33% | 48,970 | -5,066 | -9.4% | -$53.94万 | 减仓 |
| IVV | ISHARES TR | $619.57万 | 0.39% | 8,273 | 375 | 4.7% | $28.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $695.83万 | 0.44% | 18,804 | 710 | 3.9% | $26.27万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $968.92万 | 0.61% | 216,035 | -4,500 | -2.0% | -$20.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,292.09万 | 0.82% | 18,813 | 1,620 | 9.4% | $111.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,656.81万 | 1.05% | 171,815 | -3,936 | -2.2% | -$37.95万 | 减仓 |
| MUB | ISHARES TR | $3,030.51万 | 1.92% | 281,594 | -10,151 | -3.5% | -$109.25万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $3,337.79万 | 2.11% | 1,152,153 | 145,642 | 14.5% | $421.92万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,590.81万 | 2.27% | 1,073,166 | 68,585 | 6.8% | $229.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,059.30万 | 3.83% | 627,972 | 81,929 | 15.0% | $790.53万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,605.11万 | 4.17% | 1,772,707 | -1,485 | -0.1% | -$5.53万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $7,680.39万 | 4.85% | 2,559,277 | 151,122 | 6.3% | $453.52万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $7,761.44万 | 4.90% | 605,983 | -8,507 | -1.4% | -$108.96万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $8,765.98万 | 5.54% | 2,156,982 | -97,415 | -4.3% | -$395.89万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $1.19亿 | 7.55% | 2,370,376 | 93,957 | 4.1% | $473.36万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.82亿 | 17.85% | 3,165,871 | 157,756 | 5.2% | $1,407.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5.47亿 | 34.59% | 12,338,697 | 261,034 | 2.2% | $1,157.95万 | 加仓 |