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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL ETF TRUST | $26.24万 | 0.02% | 6,654 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.59万 | 0.02% | 3,316 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $25.29万 | 0.02% | 4,388 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $25.02万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $25.01万 | 0.02% | 1,546 | 4 | 0.3% | $647 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.67万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $23.49万 | 0.02% | 13,234 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $23.34万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $22.17万 | 0.02% | 8,958 | 8,958 | — | $22.17万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.50万 | 0.02% | 1,452 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.66万 | 0.01% | 1,121 | 1,121 | — | $20.66万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.31万 | 0.01% | 3,589 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $16.82万 | 0.01% | 11,776 | -755 | -6.0% | -$1.08万 | 减仓 |
| — | DOMO INC | $16.59万 | 0.01% | 54,227 | 7,507 | 16.1% | $2.30万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.46万 | 0.01% | 10,535 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $5.17万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $1.81万 | 0.00% | 28,793 | 0 | 0.0% | — | 不变 |
| — | INOTIV INC | $2,725 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | 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 |