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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -19,053 | -100.0% | -$172.33万 | 清仓 |
| CAOS | EA SERIES TRUST | $0 | 0.00% | 0 | -4,156 | -100.0% | -$37.31万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,958 | -100.0% | -$29.58万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,069 | -100.0% | -$26.32万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,621 | -100.0% | -$26.09万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,276 | -100.0% | -$20.36万 | 清仓 |
| — | INOTIV INC | $2,725 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $1.81万 | 0.00% | 28,793 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $5.17万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.46万 | 0.01% | 10,535 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $16.59万 | 0.01% | 54,227 | 7,507 | 16.1% | $2.30万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $16.82万 | 0.01% | 11,776 | -755 | -6.0% | -$1.08万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $20.31万 | 0.01% | 3,589 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.66万 | 0.01% | 1,121 | 1,121 | — | $20.66万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.50万 | 0.02% | 1,452 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $22.17万 | 0.02% | 8,958 | 8,958 | — | $22.17万 | 新建仓 |
| IJK | ISHARES TR | $23.34万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $23.49万 | 0.02% | 13,234 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.67万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $25.01万 | 0.02% | 1,546 | 4 | 0.3% | $647 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $25.02万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $25.29万 | 0.02% | 4,388 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.59万 | 0.02% | 3,316 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $26.24万 | 0.02% | 6,654 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $26.32万 | 0.02% | 6,207 | 1,507 | 32.1% | $6.39万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.74万 | 0.02% | 5,067 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $27.36万 | 0.02% | 714 | 70 | 10.9% | $2.68万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $27.66万 | 0.02% | 1,344 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.14万 | 0.02% | 3,649 | 596 | 19.5% | $4.60万 | 加仓 |
| USMV | ISHARES TR | $29.16万 | 0.02% | 3,144 | -63 | -2.0% | -$5,843 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $29.59万 | 0.02% | 3,983 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $29.88万 | 0.02% | 813 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $30.92万 | 0.02% | 2,333 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $31.08万 | 0.02% | 6,352 | 6,352 | — | $31.08万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $33.88万 | 0.02% | 5,530 | 488 | 9.7% | $2.99万 | 加仓 |
| IDV | ISHARES TR | $34.70万 | 0.02% | 8,153 | 2,083 | 34.3% | $8.87万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $35.13万 | 0.03% | 9,818 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $36.39万 | 0.03% | 3,743 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.69万 | 0.03% | 1,086 | -35 | -3.1% | -$1.18万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $37.48万 | 0.03% | 2,820 | 284 | 11.2% | $3.77万 | 加仓 |
| IVE | ISHARES TR | $37.70万 | 0.03% | 1,785 | 47 | 2.7% | $9,927 | 加仓 |
| IWV | ISHARES TR | $38.46万 | 0.03% | 1,038 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $38.84万 | 0.03% | 8,015 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $38.96万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $39.11万 | 0.03% | 4,947 | -84 | -1.7% | -$6,641 | 减仓 |
| NOBL | PROSHARES TR | $39.22万 | 0.03% | 3,700 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $40.21万 | 0.03% | 4,879 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $42.04万 | 0.03% | 1,695 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $42.17万 | 0.03% | 6,049 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $43.49万 | 0.03% | 10,585 | 180 | 1.7% | $7,396 | 加仓 |
| IGSB | ISHARES TR | $43.78万 | 0.03% | 8,329 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $45.00万 | 0.03% | 12,241 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $45.01万 | 0.03% | 1,046 | -90 | -7.9% | -$3.87万 | 减仓 |
| ITOT | ISHARES TR | $46.02万 | 0.03% | 3,231 | -11 | -0.3% | -$1,567 | 减仓 |
| IWD | ISHARES TR | $46.60万 | 0.03% | 2,181 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $46.69万 | 0.03% | 4,676 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.98万 | 0.03% | 6,255 | 1 | 0.0% | $75 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.46万 | 0.03% | 5,856 | 639 | 12.2% | $5.29万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV 看跌期权 | $54.11万 | 0.04% | 7,800 | 7,800 | — | $54.11万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $57.12万 | 0.04% | 8,056 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $59.12万 | 0.04% | 10,920 | 3 | 0.0% | $162 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $59.25万 | 0.04% | 13,131 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $60.47万 | 0.04% | 3,994 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $63.85万 | 0.05% | 18,963 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $64.38万 | 0.05% | 7,703 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $64.89万 | 0.05% | 21,275 | 21,275 | — | $64.89万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $65.40万 | 0.05% | 25,505 | 4,663 | 22.4% | $11.96万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $68.81万 | 0.05% | 16,713 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $69.84万 | 0.05% | 5,451 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $71.09万 | 0.05% | 3,272 | 172 | 5.5% | $3.74万 | 加仓 |
| EFA | ISHARES TR | $73.76万 | 0.05% | 7,594 | 120 | 1.6% | $1.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $78.01万 | 0.06% | 2,610 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC | $81.54万 | 0.06% | 23,869 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $85.08万 | 0.06% | 33,898 | 33,898 | — | $85.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $89.46万 | 0.06% | 11,688 | -194 | -1.6% | -$1.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $98.53万 | 0.07% | 4,581 | -27 | -0.6% | -$5,807 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $100.61万 | 0.07% | 16,894 | 926 | 5.8% | $5.51万 | 加仓 |
| IWB | ISHARES TR | $109.56万 | 0.08% | 3,073 | -447 | -12.7% | -$15.94万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $110.60万 | 0.08% | 29,228 | 10 | 0.0% | $378 | 加仓 |
| IVW | ISHARES TR | $114.81万 | 0.08% | 10,150 | 317 | 3.2% | $3.59万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $126.52万 | 0.09% | 16,136 | -414 | -2.5% | -$3.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $139.91万 | 0.10% | 7,131 | 89 | 1.3% | $1.75万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $141.35万 | 0.10% | 32,111 | 32,111 | — | $141.35万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.10% | 2 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $149.75万 | 0.11% | 27,707 | -149 | -0.5% | -$8,053 | 减仓 |
| VB | VANGUARD INDEX FDS | $152.67万 | 0.11% | 5,829 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $156.37万 | 0.11% | 3,667 | 292 | 8.7% | $12.45万 | 加仓 |
| VGT | VANGUARD WORLD FD | $162.46万 | 0.12% | 2,328 | -811 | -25.8% | -$56.59万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $162.85万 | 0.12% | 27,819 | 12,302 | 79.3% | $72.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $165.15万 | 0.12% | 27,827 | 716 | 2.6% | $4.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $167.85万 | 0.12% | 23,598 | 1,267 | 5.7% | $9.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $174.24万 | 0.12% | 3,019 | 399 | 15.2% | $23.03万 | 加仓 |
| VO | VANGUARD INDEX FDS | $178.48万 | 0.13% | 6,215 | 29 | 0.5% | $8,328 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $180.87万 | 0.13% | 51,619 | 2,600 | 5.3% | $9.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $184.01万 | 0.13% | 16,657 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $188.25万 | 0.13% | 15,144 | -59 | -0.4% | -$7,334 | 减仓 |
| IEFA | ISHARES TR | $195.22万 | 0.14% | 21,564 | 1,481 | 7.4% | $13.41万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $217.04万 | 0.16% | 45,331 | -722 | -1.6% | -$3.46万 | 减仓 |