Meritas Wealth Management, LLC
SAN RAFAEL CA · SEC CIK 0001990690
$2.21亿2026Q1 申报市值
60持仓数
78.1%前十大占比 · 第一大 12.2%
2 / 0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
AVLV 加仓+$247.38万
AVUV 加仓+$246.26万
DFUS 加仓+$181.53万
BND 加仓+$168.53万
DIHP 加仓+$112.44万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$54.89万
DIMENSIONAL ETF 减仓-$33.46万
FICO 减仓-$27.76万
BRK/B 减仓-$24.49万
DFUV 减仓-$24.40万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JOBY | JOBY AVIATION INC | $8.52万 | 0.04% | 10,314 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $20.20万 | 0.09% | 630 | 3 | 0.5% | $962 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.82万 | 0.10% | 900 | -5 | -0.6% | -$1,212 | 减仓 |
| GLD | SPDR GOLD TR | $22.29万 | 0.10% | 518 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $23.17万 | 0.10% | 2,320 | 43 | 1.9% | $4,294 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $23.73万 | 0.11% | 3,026 | 30 | 1.0% | $2,352 | 加仓 |
| — | EXXON MOBIL CORP | $24.02万 | 0.11% | 1,416 | 1,416 | — | $24.02万 | 新建仓 |
| CRM | SALESFORCE INC | $25.80万 | 0.12% | 1,382 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $25.84万 | 0.12% | 1,249 | -100 | -7.4% | -$2.07万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $25.95万 | 0.12% | 4,433 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.13万 | 0.12% | 437 | -31 | -6.6% | -$1.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $26.28万 | 0.12% | 1,507 | 244 | 19.3% | $4.26万 | 加仓 |
| META | META PLATFORMS INC | $26.48万 | 0.12% | 463 | 463 | — | $26.48万 | 新建仓 |
| NFLX | NETFLIX INC | $28.90万 | 0.13% | 3,006 | -1,004 | -25.0% | -$9.65万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $31.36万 | 0.14% | 7,516 | 2,363 | 45.9% | $9.86万 | 加仓 |
| CSX | CSX CORP | $31.53万 | 0.14% | 7,681 | -706 | -8.4% | -$2.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $34.24万 | 0.15% | 4,814 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $34.82万 | 0.16% | 1,214 | -244 | -16.7% | -$7.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.62万 | 0.16% | 2,435 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $37.39万 | 0.17% | 1,300 | -273 | -17.4% | -$7.85万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $38.07万 | 0.17% | 4,325 | 888 | 25.8% | $7.82万 | 加仓 |
| FICO | FAIR ISAAC CORP | $44.30万 | 0.20% | 415 | -260 | -38.5% | -$27.76万 | 减仓 |
| CAT | CATERPILLAR INC | $44.77万 | 0.20% | 632 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $45.88万 | 0.21% | 4,760 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $46.03万 | 0.21% | 1,883 | 619 | 49.0% | $15.13万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $46.33万 | 0.21% | 465 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $48.65万 | 0.22% | 2,805 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.07万 | 0.22% | 1,320 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $50.63万 | 0.23% | 2,115 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.93万 | 0.29% | 1,355 | -511 | -27.4% | -$24.49万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.32% | 1 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $73.16万 | 0.33% | 17,255 | 6,880 | 66.3% | $29.17万 | 加仓 |
| WMT | WALMART INC | $77.12万 | 0.35% | 6,205 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $85.71万 | 0.39% | 20,228 | 4,198 | 26.2% | $17.79万 | 加仓 |
| AMZN | AMAZON COM INC | $88.56万 | 0.40% | 4,252 | 323 | 8.2% | $6.73万 | 加仓 |
| IVV | ISHARES TR | $98.62万 | 0.45% | 1,510 | 79 | 5.5% | $5.16万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $101.46万 | 0.46% | 24,692 | 2,368 | 10.6% | $9.73万 | 加仓 |
| ORCL | ORACLE CORP | $105.67万 | 0.48% | 7,183 | -521 | -6.8% | -$7.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $114.65万 | 0.52% | 5,277 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $156.20万 | 0.71% | 40,093 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $156.56万 | 0.71% | 45,313 | 4,896 | 12.1% | $16.92万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $173.96万 | 0.79% | 36,203 | 8,073 | 28.7% | $38.79万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $180.63万 | 0.82% | 53,345 | -293 | -0.5% | -$9,921 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $188.47万 | 0.85% | 70,908 | 8,581 | 13.8% | $22.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $210.36万 | 0.95% | 60,033 | -422 | -0.7% | -$1.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $228.49万 | 1.03% | 6,173 | -8 | -0.1% | -$2,961 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $232.63万 | 1.05% | 225,198 | 21,122 | 10.4% | $21.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $280.20万 | 1.27% | 62,102 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $574.45万 | 2.60% | 446,000 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $622.92万 | 2.82% | 124,709 | 10,432 | 9.1% | $52.11万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $752.50万 | 3.40% | 233,550 | 34,897 | 17.6% | $112.44万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $830.00万 | 3.75% | 112,711 | 22,885 | 25.5% | $168.53万 | 加仓 |
| AAPL | APPLE INC | $974.28万 | 4.41% | 38,389 | -2,163 | -5.3% | -$54.89万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,144.67万 | 5.18% | 290,232 | 7,789 | 2.8% | $30.72万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,781.99万 | 8.06% | 337,627 | 6,561 | 2.0% | $34.63万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,863.16万 | 8.42% | 231,132 | 30,689 | 15.3% | $247.38万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,187.27万 | 9.89% | 308,458 | 25,600 | 9.1% | $181.53万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,510.22万 | 11.35% | 227,231 | 22,292 | 10.9% | $246.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,529.43万 | 11.44% | 405,032 | -5,358 | -1.3% | -$33.46万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,707.39万 | 12.24% | 558,686 | -5,035 | -0.9% | -$24.40万 | 减仓 |