Meritas Wealth Management, LLC
SAN RAFAEL CA · SEC CIK 0001990690
$2.56亿2026Q2 申报市值
63持仓数
78.0%前十大占比 · 第一大 12.0%
7 / 4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
AVUV 加仓+$235.55万
AVLV 加仓+$155.79万
DFUS 加仓+$155.13万
BND 加仓+$136.70万
DISV 加仓+$112.26万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$49.39万
NFLX 清仓-$28.90万
META 清仓-$26.48万
EXXON MOBIL CORP 清仓-$24.02万
GLD 清仓-$22.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,006 | -100.0% | -$28.90万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -463 | -100.0% | -$26.48万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,416 | -100.0% | -$24.02万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -518 | -100.0% | -$22.29万 | 清仓 |
| JOBY | JOBY AVIATION INC | $9.20万 | 0.04% | 10,314 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.80万 | 0.08% | 4,689 | 4,689 | — | $20.80万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.81万 | 0.09% | 1,487 | 1,487 | — | $21.81万 | 新建仓 |
| ITOT | ISHARES TR | $22.09万 | 0.09% | 1,345 | 1,345 | — | $22.09万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $23.39万 | 0.09% | 632 | 2 | 0.3% | $740 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $23.77万 | 0.09% | 3,051 | 25 | 0.8% | $1,948 | 加仓 |
| IJR | ISHARES TR | $23.88万 | 0.09% | 1,610 | 1,610 | — | $23.88万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $24.02万 | 0.09% | 1,449 | 200 | 16.0% | $3.32万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.25万 | 0.09% | 2,353 | 33 | 1.4% | $3,401 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $25.11万 | 0.10% | 4,969 | 4,969 | — | $25.11万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.31万 | 0.10% | 900 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.04万 | 0.10% | 4,474 | 41 | 0.9% | $2,386 | 加仓 |
| NVDA | NVIDIA CORPORATION | $27.28万 | 0.11% | 1,363 | -144 | -9.6% | -$2.88万 | 减仓 |
| CRM | SALESFORCE INC | $27.92万 | 0.11% | 1,782 | 400 | 28.9% | $6.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.41万 | 0.11% | 2,435 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $30.08万 | 0.12% | 438 | 1 | 0.2% | $687 | 加仓 |
| CSX | CSX CORP | $33.94万 | 0.13% | 7,140 | -541 | -7.0% | -$2.57万 | 减仓 |
| AVGO | BROADCOM INC | $39.29万 | 0.15% | 1,040 | 1,040 | — | $39.29万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $39.64万 | 0.15% | 4,814 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $40.29万 | 0.16% | 1,231 | 1,231 | — | $40.29万 | 新建仓 |
| ADSK | AUTODESK INC | $41.12万 | 0.16% | 2,115 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $43.50万 | 0.17% | 465 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $46.75万 | 0.18% | 2,805 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $48.70万 | 0.19% | 5,060 | 300 | 6.3% | $2.89万 | 加仓 |
| FICO | FAIR ISAAC CORP | $49.58万 | 0.19% | 415 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $51.38万 | 0.20% | 5,184 | 859 | 19.9% | $8.51万 | 加仓 |
| TSLA | TESLA INC | $55.52万 | 0.22% | 1,320 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $60.52万 | 0.24% | 2,383 | 500 | 26.6% | $12.70万 | 加仓 |
| GOOG | ALPHABET INC | $60.56万 | 0.24% | 1,714 | 500 | 41.2% | $17.67万 | 加仓 |
| GOOGL | ALPHABET INC | $64.34万 | 0.25% | 1,800 | 500 | 38.5% | $17.87万 | 加仓 |
| CAT | CATERPILLAR INC | $67.30万 | 0.26% | 632 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.90万 | 0.27% | 1,357 | 2 | 0.1% | $1,001 | 加仓 |
| WMT | WALMART INC | $70.28万 | 0.27% | 6,205 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.29% | 1 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $76.40万 | 0.30% | 18,520 | 11,004 | 146.4% | $45.40万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $77.71万 | 0.30% | 17,231 | -24 | -0.1% | -$1,082 | 减仓 |
| AMZN | AMAZON COM INC | $92.38万 | 0.36% | 3,876 | -376 | -8.8% | -$8.96万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $93.55万 | 0.37% | 19,139 | -1,089 | -5.4% | -$5.32万 | 减仓 |
| ORCL | ORACLE CORP | $97.07万 | 0.38% | 6,624 | -559 | -7.8% | -$8.19万 | 减仓 |
| IVV | ISHARES TR | $113.12万 | 0.44% | 1,510 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $114.95万 | 0.45% | 24,651 | -41 | -0.2% | -$1,912 | 减仓 |
| VBR | VANGUARD INDEX FDS | $128.37万 | 0.50% | 5,283 | 6 | 0.1% | $1,458 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $165.38万 | 0.65% | 40,093 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $184.08万 | 0.72% | 45,295 | -18 | -0.0% | -$732 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $211.93万 | 0.83% | 52,707 | -638 | -1.2% | -$2.57万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $212.81万 | 0.83% | 73,460 | 2,552 | 3.6% | $7.39万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $213.57万 | 0.83% | 44,099 | 7,896 | 21.8% | $38.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $230.99万 | 0.90% | 59,549 | -484 | -0.8% | -$1.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $243.61万 | 0.95% | 6,531 | 358 | 5.8% | $13.35万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $297.12万 | 1.16% | 260,974 | 35,776 | 15.9% | $40.73万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $321.01万 | 1.25% | 62,102 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $667.41万 | 2.61% | 132,871 | 8,162 | 6.5% | $41.00万 | 加仓 |
| S | SENTINELONE INC | $756.86万 | 2.96% | 446,000 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $905.86万 | 3.54% | 265,453 | 31,903 | 13.7% | $108.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $964.12万 | 3.77% | 131,333 | 18,622 | 16.5% | $136.70万 | 加仓 |
| AAPL | APPLE INC | $1,061.42万 | 4.15% | 36,682 | -1,707 | -4.4% | -$49.39万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,276.96万 | 4.99% | 318,207 | 27,975 | 9.6% | $112.26万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,868.43万 | 7.30% | 345,878 | 8,251 | 2.4% | $44.57万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,263.95万 | 8.84% | 248,212 | 17,080 | 7.4% | $155.79万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,682.63万 | 10.48% | 327,390 | 18,932 | 6.1% | $155.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,820.44万 | 11.01% | 403,496 | -1,536 | -0.4% | -$10.74万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,055.00万 | 11.93% | 555,354 | -3,332 | -0.6% | -$18.33万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,070.48万 | 11.99% | 246,111 | 18,880 | 8.3% | $235.55万 | 加仓 |