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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $33.78万 | 0.02% | 8,153 | 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 |
| VXF | VANGUARD INDEX FDS | $33.09万 | 0.02% | 1,344 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $32.75万 | 0.02% | 3,983 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $32.12万 | 0.02% | 1,552 | 6 | 0.4% | $1,242 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.84万 | 0.02% | 5,996 | 466 | 8.4% | $2.47万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $30.43万 | 0.02% | 5,005 | 1,416 | 39.5% | $8.61万 | 加仓 |
| USMV | ISHARES TR | $30.33万 | 0.02% | 3,144 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $28.19万 | 0.02% | 13,234 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.13万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $27.52万 | 0.02% | 2,901 | 2,901 | — | $27.52万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.37万 | 0.02% | 5,067 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $27.26万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $26.70万 | 0.02% | 6,654 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $25.78万 | 0.02% | 1,135 | -650 | -36.4% | -$14.77万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $25.59万 | 0.02% | 2,345 | 2,345 | — | $25.59万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $25.50万 | 0.02% | 4,756 | 4,756 | — | $25.50万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.46万 | 0.02% | 9,193 | 235 | 2.6% | $6,509 | 加仓 |
| KWR | QUAKER HOUGHTON | $25.39万 | 0.02% | 1,598 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $25.38万 | 0.02% | 4,388 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $24.77万 | 0.02% | 2,560 | 2,560 | — | $24.77万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.76万 | 0.01% | 6,727 | 6,727 | — | $22.76万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $22.53万 | 0.01% | 1,420 | 1,420 | — | $22.53万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $22.13万 | 0.01% | 1,120 | -1 | -0.1% | -$198 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.66万 | 0.01% | 1,018 | 1,018 | — | $21.66万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.47万 | 0.01% | 6,770 | 6,770 | — | $21.47万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $20.62万 | 0.01% | 5,215 | 5,215 | — | $20.62万 | 新建仓 |
| IWO | ISHARES TR | $20.21万 | 0.01% | 513 | 513 | — | $20.21万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.91万 | 0.01% | 13,675 | 1,899 | 16.1% | $2.63万 | 加仓 |
| — | DOMO INC | $16.97万 | 0.01% | 54,226 | -1 | -0.0% | -$3 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.42万 | 0.01% | 10,535 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $1.49万 | 0.00% | 28,793 | 0 | 0.0% | — | 不变 |
| 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 |