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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $5.47亿 | 34.59% | 12,338,697 | 261,034 | 2.2% | $1,157.95万 | 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 |
| MEAR | ISHARES U S ETF TR | $1.19亿 | 7.55% | 2,370,376 | 93,957 | 4.1% | $473.36万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $8,765.98万 | 5.54% | 2,156,982 | -97,415 | -4.3% | -$395.89万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $7,761.44万 | 4.90% | 605,983 | -8,507 | -1.4% | -$108.96万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $7,680.39万 | 4.85% | 2,559,277 | 151,122 | 6.3% | $453.52万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,605.11万 | 4.17% | 1,772,707 | -1,485 | -0.1% | -$5.53万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,059.30万 | 3.83% | 627,972 | 81,929 | 15.0% | $790.53万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,590.81万 | 2.27% | 1,073,166 | 68,585 | 6.8% | $229.49万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $3,337.79万 | 2.11% | 1,152,153 | 145,642 | 14.5% | $421.92万 | 加仓 |
| MUB | ISHARES TR | $3,030.51万 | 1.92% | 281,594 | -10,151 | -3.5% | -$109.25万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,656.81万 | 1.05% | 171,815 | -3,936 | -2.2% | -$37.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,292.09万 | 0.82% | 18,813 | 1,620 | 9.4% | $111.26万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $968.92万 | 0.61% | 216,035 | -4,500 | -2.0% | -$20.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $695.83万 | 0.44% | 18,804 | 710 | 3.9% | $26.27万 | 加仓 |
| IVV | ISHARES TR | $619.57万 | 0.39% | 8,273 | 375 | 4.7% | $28.08万 | 加仓 |
| SUB | ISHARES TR | $521.38万 | 0.33% | 48,970 | -5,066 | -9.4% | -$53.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $400.99万 | 0.25% | 153,284 | -9,703 | -6.0% | -$25.38万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $374.07万 | 0.24% | 101,538 | -565 | -0.6% | -$2.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.18万 | 0.22% | 4,622 | 485 | 11.7% | $36.22万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $325.20万 | 0.21% | 41,149 | 3,368 | 8.9% | $26.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $321.03万 | 0.20% | 37,269 | -777 | -2.0% | -$6.69万 | 减仓 |
| IJH | ISHARES TR | $304.03万 | 0.19% | 39,429 | 1,733 | 4.6% | $13.36万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $285.33万 | 0.18% | 49,027 | 21,208 | 76.2% | $123.43万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $261.00万 | 0.16% | 51,601 | -40 | -0.1% | -$2,023 | 减仓 |
| IEFA | ISHARES TR | $257.98万 | 0.16% | 26,712 | 5,148 | 23.9% | $49.72万 | 加仓 |
| ET | ENERGY TRANSFER L P | $253.24万 | 0.16% | 132,450 | 1,258 | 1.0% | $2.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $253.09万 | 0.16% | 36,207 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $229.45万 | 0.15% | 15,471 | 327 | 2.2% | $4.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $222.63万 | 0.14% | 18,627 | 3 | 0.0% | $359 | 加仓 |
| QQQ | INVESCO QQQ TR | $221.67万 | 0.14% | 3,010 | -9 | -0.3% | -$6,628 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $220.32万 | 0.14% | 56,797 | 5,178 | 10.0% | $20.09万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $213.93万 | 0.14% | 17,148 | 491 | 2.9% | $6.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $207.76万 | 0.13% | 25,786 | 926 | 3.7% | $7.46万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $196.04万 | 0.12% | 41,056 | -4,275 | -9.4% | -$20.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $194.31万 | 0.12% | 23,598 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $194.12万 | 0.12% | 29,191 | 1,364 | 4.9% | $9.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $185.79万 | 0.12% | 8,525 | 1,394 | 19.5% | $30.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $183.37万 | 0.12% | 6,049 | 220 | 3.8% | $6.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $168.00万 | 0.11% | 28,146 | 439 | 1.6% | $2.62万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $165.47万 | 0.10% | 34,924 | 2,813 | 8.8% | $13.33万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $142.23万 | 0.09% | 24,115 | 7,221 | 42.7% | $42.59万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $139.93万 | 0.09% | 17,960 | 1,824 | 11.3% | $14.21万 | 加仓 |
| IWB | ISHARES TR | $125.76万 | 0.08% | 3,071 | -2 | -0.1% | -$819 | 减仓 |
| SPYM | SPDR SERIES TRUST | $117.55万 | 0.07% | 13,376 | 1,688 | 14.4% | $14.83万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $110.71万 | 0.07% | 30,117 | 889 | 3.0% | $3.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.52万 | 0.07% | 4,586 | 5 | 0.1% | $1,183 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $98.72万 | 0.06% | 23,869 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $97.11万 | 0.06% | 18,291 | 18,291 | — | $97.11万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $89.77万 | 0.06% | 2,610 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $89.47万 | 0.06% | 6,111 | 660 | 12.1% | $9.66万 | 加仓 |
| IGSB | ISHARES TR | $87.09万 | 0.06% | 16,617 | 8,288 | 99.5% | $43.44万 | 加仓 |
| IVW | ISHARES TR | $83.63万 | 0.05% | 6,081 | -4,069 | -40.1% | -$55.96万 | 减仓 |
| GLD | SPDR GOLD TR | $82.44万 | 0.05% | 2,238 | 1,192 | 114.0% | $43.91万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $80.43万 | 0.05% | 3,310 | 38 | 1.2% | $9,234 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $77.48万 | 0.05% | 4,067 | 1,247 | 44.2% | $23.76万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $76.87万 | 0.05% | 26,119 | 614 | 2.4% | $1.81万 | 加仓 |
| IWF | ISHARES TR | $75.70万 | 0.05% | 6,096 | -8,572 | -58.4% | -$106.45万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $74.06万 | 0.05% | 21,275 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $73.14万 | 0.05% | 16,713 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $71.73万 | 0.05% | 2,388 | 693 | 40.9% | $20.82万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $70.95万 | 0.04% | 8,659 | 603 | 7.5% | $4.94万 | 加仓 |
| IDEV | ISHARES TR | $68.57万 | 0.04% | 7,703 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $67.87万 | 0.04% | 13,131 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $66.43万 | 0.04% | 18,963 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV 看跌期权 | $64.27万 | 0.04% | 7,800 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $63.21万 | 0.04% | 6,085 | -1,509 | -19.9% | -$15.67万 | 减仓 |
| MINT | PIMCO ETF TR | $62.60万 | 0.04% | 6,210 | 6,210 | — | $62.60万 | 新建仓 |
| ITOT | ISHARES TR | $62.43万 | 0.04% | 3,801 | 570 | 17.6% | $9.36万 | 加仓 |
| ENB | ENBRIDGE INC | $58.71万 | 0.04% | 10,830 | -90 | -0.8% | -$4,879 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $58.45万 | 0.04% | 12,534 | 1,949 | 18.4% | $9.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.62万 | 0.04% | 3,519 | 2,067 | 142.4% | $32.67万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.29万 | 0.03% | 6,602 | 347 | 5.5% | $2.91万 | 加仓 |
| IWR | ISHARES TR | $54.65万 | 0.03% | 4,954 | 1,211 | 32.4% | $13.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $53.56万 | 0.03% | 12,834 | 593 | 4.8% | $2.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.50万 | 0.03% | 1,120 | 34 | 3.1% | $1.62万 | 加仓 |
| IWD | ISHARES TR | $52.87万 | 0.03% | 2,181 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $52.09万 | 0.03% | 22,225 | 22,225 | — | $52.09万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $51.82万 | 0.03% | 6,757 | 3,441 | 103.8% | $26.39万 | 加仓 |
| NOBL | PROSHARES TR | $49.62万 | 0.03% | 8,836 | 1,436 | 19.4% | $8.06万 | 加仓 |
| IEMG | ISHARES INC | $49.47万 | 0.03% | 5,972 | 5,972 | — | $49.47万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.33万 | 0.03% | 5,848 | -8 | -0.1% | -$661 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $48.18万 | 0.03% | 4,676 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $46.81万 | 0.03% | 714 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $45.84万 | 0.03% | 6,049 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $44.39万 | 0.03% | 4,889 | -58 | -1.2% | -$5,266 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $44.09万 | 0.03% | 8,015 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $43.35万 | 0.03% | 1,017 | -21 | -2.0% | -$8,952 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $41.89万 | 0.03% | 9,818 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $40.96万 | 0.03% | 10,000 | 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 |
| CECO | CECO ENVIRONMENTAL CORP | $38.11万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $36.15万 | 0.02% | 6,351 | -1 | -0.0% | -$57 | 减仓 |
| DVY | ISHARES TR | $36.06万 | 0.02% | 2,307 | -1,687 | -42.2% | -$26.37万 | 减仓 |
| MGK | VANGUARD WORLD FD | $35.30万 | 0.02% | 4,016 | -49 | -1.2% | -$4,307 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.18万 | 0.02% | 12,149 | -21,749 | -64.2% | -$62.98万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.03万 | 0.02% | 4,917 | 1,481 | 43.1% | $10.55万 | 重新持有 |
| IJJ | ISHARES TR | $34.47万 | 0.02% | 2,333 | 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 |