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 |
|---|---|---|---|---|---|---|---|---|
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.17万 | 清仓 |
| — | INOTIV INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2,725 | 清仓 |
| — | DOCGO INC | $1.49万 | 0.00% | 28,793 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.42万 | 0.01% | 10,535 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $16.97万 | 0.01% | 54,226 | -1 | -0.0% | -$3 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.91万 | 0.01% | 13,675 | 1,899 | 16.1% | $2.63万 | 加仓 |
| IWO | ISHARES TR | $20.21万 | 0.01% | 513 | 513 | — | $20.21万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $20.62万 | 0.01% | 5,215 | 5,215 | — | $20.62万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.47万 | 0.01% | 6,770 | 6,770 | — | $21.47万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.66万 | 0.01% | 1,018 | 1,018 | — | $21.66万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $22.13万 | 0.01% | 1,120 | -1 | -0.1% | -$198 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $22.53万 | 0.01% | 1,420 | 1,420 | — | $22.53万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.76万 | 0.01% | 6,727 | 6,727 | — | $22.76万 | 新建仓 |
| QLD | PROSHARES TR | $24.77万 | 0.02% | 2,560 | 2,560 | — | $24.77万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $25.38万 | 0.02% | 4,388 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $25.39万 | 0.02% | 1,598 | 0 | 0.0% | — | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $25.46万 | 0.02% | 9,193 | 235 | 2.6% | $6,509 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.50万 | 0.02% | 4,756 | 4,756 | — | $25.50万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $25.59万 | 0.02% | 2,345 | 2,345 | — | $25.59万 | 新建仓 |
| IVE | ISHARES TR | $25.78万 | 0.02% | 1,135 | -650 | -36.4% | -$14.77万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $26.70万 | 0.02% | 6,654 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $27.26万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $27.37万 | 0.02% | 5,067 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $27.52万 | 0.02% | 2,901 | 2,901 | — | $27.52万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.13万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $28.19万 | 0.02% | 13,234 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.33万 | 0.02% | 3,144 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $30.43万 | 0.02% | 5,005 | 1,416 | 39.5% | $8.61万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.84万 | 0.02% | 5,996 | 466 | 8.4% | $2.47万 | 加仓 |
| RY | ROYAL BK CDA | $32.12万 | 0.02% | 1,552 | 6 | 0.4% | $1,242 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $32.75万 | 0.02% | 3,983 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $33.09万 | 0.02% | 1,344 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.54万 | 0.02% | 3,789 | -1,090 | -22.3% | -$9.65万 | 减仓 |
| IDV | ISHARES TR | $33.78万 | 0.02% | 8,153 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $33.96万 | 0.02% | 7,531 | 1,324 | 21.3% | $5.97万 | 加仓 |
| IJJ | ISHARES TR | $34.47万 | 0.02% | 2,333 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.03万 | 0.02% | 4,917 | 1,481 | 43.1% | $10.55万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $35.18万 | 0.02% | 12,149 | -21,749 | -64.2% | -$62.98万 | 减仓 |
| MGK | VANGUARD WORLD FD | $35.30万 | 0.02% | 4,016 | -49 | -1.2% | -$4,307 | 减仓 |
| DVY | ISHARES TR | $36.06万 | 0.02% | 2,307 | -1,687 | -42.2% | -$26.37万 | 减仓 |
| AAUA | EA SERIES TRUST | $36.15万 | 0.02% | 6,351 | -1 | -0.0% | -$57 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $38.11万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $40.55万 | 0.03% | 4,743 | 1,094 | 30.0% | $9.35万 | 加仓 |
| INTF | ISHARES TR | $40.96万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $41.89万 | 0.03% | 9,818 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $43.35万 | 0.03% | 1,017 | -21 | -2.0% | -$8,952 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $44.09万 | 0.03% | 8,015 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $44.39万 | 0.03% | 4,889 | -58 | -1.2% | -$5,266 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $45.84万 | 0.03% | 6,049 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $46.81万 | 0.03% | 714 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $48.18万 | 0.03% | 4,676 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.33万 | 0.03% | 5,848 | -8 | -0.1% | -$661 | 减仓 |
| IEMG | ISHARES INC | $49.47万 | 0.03% | 5,972 | 5,972 | — | $49.47万 | 新建仓 |
| NOBL | PROSHARES TR | $49.62万 | 0.03% | 8,836 | 1,436 | 19.4% | $8.06万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $51.82万 | 0.03% | 6,757 | 3,441 | 103.8% | $26.39万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $52.09万 | 0.03% | 22,225 | 22,225 | — | $52.09万 | 新建仓 |
| IWD | ISHARES TR | $52.87万 | 0.03% | 2,181 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.50万 | 0.03% | 1,120 | 34 | 3.1% | $1.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $53.56万 | 0.03% | 12,834 | 593 | 4.8% | $2.47万 | 加仓 |
| IWR | ISHARES TR | $54.65万 | 0.03% | 4,954 | 1,211 | 32.4% | $13.36万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.29万 | 0.03% | 6,602 | 347 | 5.5% | $2.91万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.62万 | 0.04% | 3,519 | 2,067 | 142.4% | $32.67万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $58.45万 | 0.04% | 12,534 | 1,949 | 18.4% | $9.09万 | 加仓 |
| ENB | ENBRIDGE INC | $58.71万 | 0.04% | 10,830 | -90 | -0.8% | -$4,879 | 减仓 |
| ITOT | ISHARES TR | $62.43万 | 0.04% | 3,801 | 570 | 17.6% | $9.36万 | 加仓 |
| MINT | PIMCO ETF TR | $62.60万 | 0.04% | 6,210 | 6,210 | — | $62.60万 | 新建仓 |
| EFA | ISHARES TR | $63.21万 | 0.04% | 6,085 | -1,509 | -19.9% | -$15.67万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV 看跌期权 | $64.27万 | 0.04% | 7,800 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $66.43万 | 0.04% | 18,963 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $67.87万 | 0.04% | 13,131 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $68.57万 | 0.04% | 7,703 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $70.95万 | 0.04% | 8,659 | 603 | 7.5% | $4.94万 | 加仓 |
| IWM | ISHARES TR | $71.73万 | 0.05% | 2,388 | 693 | 40.9% | $20.82万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $73.14万 | 0.05% | 16,713 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $74.06万 | 0.05% | 21,275 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $75.70万 | 0.05% | 6,096 | -8,572 | -58.4% | -$106.45万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $76.87万 | 0.05% | 26,119 | 614 | 2.4% | $1.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $77.48万 | 0.05% | 4,067 | 1,247 | 44.2% | $23.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $80.43万 | 0.05% | 3,310 | 38 | 1.2% | $9,234 | 加仓 |
| GLD | SPDR GOLD TR | $82.44万 | 0.05% | 2,238 | 1,192 | 114.0% | $43.91万 | 加仓 |
| IVW | ISHARES TR | $83.63万 | 0.05% | 6,081 | -4,069 | -40.1% | -$55.96万 | 减仓 |
| IGSB | ISHARES TR | $87.09万 | 0.06% | 16,617 | 8,288 | 99.5% | $43.44万 | 加仓 |
| IWP | ISHARES TR | $89.47万 | 0.06% | 6,111 | 660 | 12.1% | $9.66万 | 加仓 |
| VV | VANGUARD INDEX FDS | $89.77万 | 0.06% | 2,610 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $97.11万 | 0.06% | 18,291 | 18,291 | — | $97.11万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $98.72万 | 0.06% | 23,869 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.52万 | 0.07% | 4,586 | 5 | 0.1% | $1,183 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $110.71万 | 0.07% | 30,117 | 889 | 3.0% | $3.27万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $117.55万 | 0.07% | 13,376 | 1,688 | 14.4% | $14.83万 | 加仓 |
| IWB | ISHARES TR | $125.76万 | 0.08% | 3,071 | -2 | -0.1% | -$819 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $139.93万 | 0.09% | 17,960 | 1,824 | 11.3% | $14.21万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $142.23万 | 0.09% | 24,115 | 7,221 | 42.7% | $42.59万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $165.47万 | 0.10% | 34,924 | 2,813 | 8.8% | $13.33万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $168.00万 | 0.11% | 28,146 | 439 | 1.6% | $2.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $183.37万 | 0.12% | 6,049 | 220 | 3.8% | $6.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $185.79万 | 0.12% | 8,525 | 1,394 | 19.5% | $30.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $194.12万 | 0.12% | 29,191 | 1,364 | 4.9% | $9.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $194.31万 | 0.12% | 23,598 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $196.04万 | 0.12% | 41,056 | -4,275 | -9.4% | -$20.41万 | 减仓 |