Equita Financial Network, Inc.
FORT WASHINGTON PA · SEC CIK 0001994461
$3.60亿2026Q2 申报市值
95持仓数
63.5%前十大占比 · 第一大 15.9%
9 / 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
DFSU 加仓+$189.18万
VTI 加仓+$141.50万
DFSI 加仓+$101.35万
DISV 加仓+$95.61万
VCIT 加仓+$80.86万
2026Q2 卖出最多 按季末市值估算
BND 重新持有-$107.80万
AMZN 减仓-$50.39万
DFIS 清仓-$42.06万
TDVG 减仓-$21.65万
JPST 清仓-$20.14万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5,716.08万 | 15.87% | 154,472 | 3,824 | 2.5% | $141.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,680.20万 | 10.22% | 516,519 | 6,099 | 1.2% | $43.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,962.32万 | 5.45% | 505,882 | 3,156 | 0.6% | $12.24万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,960.85万 | 5.44% | 365,866 | 13,893 | 3.9% | $74.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,941.25万 | 5.39% | 483,741 | 23,824 | 5.2% | $95.61万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,890.76万 | 5.25% | 228,767 | 9,783 | 4.5% | $80.86万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,885.41万 | 5.23% | 463,928 | 528 | 0.1% | $2.15万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,506.53万 | 4.18% | 381,015 | 17,844 | 4.9% | $70.56万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,299.68万 | 3.61% | 457,795 | 21,977 | 5.0% | $62.39万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,031.78万 | 2.86% | 217,767 | 10,412 | 5.0% | $49.33万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $837.41万 | 2.32% | 289,163 | 291 | 0.1% | $8,427 | 加仓 |
| STIP | ISHARES TR | $826.18万 | 2.29% | 80,871 | 3,519 | 4.5% | $35.95万 | 加仓 |
| MUNI | PIMCO ETF TR | $824.44万 | 2.29% | 156,738 | 9,893 | 6.7% | $52.04万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $744.55万 | 2.07% | 159,672 | 40,570 | 34.1% | $189.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $658.17万 | 1.83% | 83,281 | 3,041 | 3.8% | $24.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $533.11万 | 1.48% | 42,731 | -665 | -1.5% | -$8.30万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $474.75万 | 1.32% | 93,861 | 2,774 | 3.0% | $14.03万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $398.19万 | 1.11% | 88,291 | 22,472 | 34.1% | $101.35万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $380.66万 | 1.06% | 75,543 | -240 | -0.3% | -$1.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $366.59万 | 1.02% | 4,909 | 363 | 8.0% | $27.11万 | 加仓 |
| SUB | ISHARES TR | $360.32万 | 1.00% | 33,843 | 1,396 | 4.3% | $14.86万 | 加仓 |
| DMXF | ISHARES TR | $358.93万 | 1.00% | 42,427 | 3,007 | 7.6% | $25.44万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $302.61万 | 0.84% | 31,362 | 20 | 0.1% | $1,930 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $300.66万 | 0.83% | 29,176 | 106 | 0.4% | $1.09万 | 加仓 |
| NULG | NUSHARES ETF TR | $297.92万 | 0.83% | 25,450 | 2,437 | 10.6% | $28.53万 | 加仓 |
| NULV | NUSHARES ETF TR | $290.53万 | 0.81% | 58,118 | 5,315 | 10.1% | $26.57万 | 加仓 |
| USXF | ISHARES TR | $281.13万 | 0.78% | 40,479 | -201 | -0.5% | -$1.40万 | 减仓 |
| NYF | ISHARES TR | $265.63万 | 0.74% | 49,278 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $257.38万 | 0.71% | 52,655 | 8,328 | 18.8% | $40.71万 | 加仓 |
| AAPL | APPLE INC | $248.32万 | 0.69% | 8,582 | 192 | 2.3% | $5.56万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $220.00万 | 0.61% | 24,232 | 2 | 0.0% | $182 | 加仓 |
| AMZN | AMAZON COM INC | $217.63万 | 0.60% | 9,131 | -2,114 | -18.8% | -$50.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $210.23万 | 0.58% | 3,061 | 9 | 0.3% | $6,181 | 加仓 |
| MUB | ISHARES TR | $173.50万 | 0.48% | 16,122 | -293 | -1.8% | -$3.15万 | 减仓 |
| ESGE | ISHARES INC | $157.93万 | 0.44% | 28,878 | 2,781 | 10.7% | $15.21万 | 加仓 |
| NUSC | NUSHARES ETF TR | $157.19万 | 0.44% | 30,159 | 1,870 | 6.6% | $9.75万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $129.52万 | 0.36% | 20,637 | 3,090 | 17.6% | $19.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $125.84万 | 0.35% | 6,289 | 547 | 9.5% | $10.95万 | 加仓 |
| BGRN | ISHARES TR | $121.73万 | 0.34% | 25,643 | 2,389 | 10.3% | $11.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $111.83万 | 0.31% | 1,519 | 7 | 0.5% | $5,154 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $111.60万 | 0.31% | 23,043 | 1,674 | 7.8% | $8.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $106.94万 | 0.30% | 2,867 | 56 | 2.0% | $2.09万 | 加仓 |
| LOW | LOWES COS INC | $105.55万 | 0.29% | 4,787 | -14 | -0.3% | -$3,087 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $91.32万 | 0.25% | 31,523 | 25 | 0.1% | $724 | 加仓 |
| IGSB | ISHARES TR | $88.63万 | 0.25% | 16,911 | 3 | 0.0% | $157 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $80.65万 | 0.22% | 13,512 | -159 | -1.2% | -$9,491 | 减仓 |
| IEMG | ISHARES INC | $75.65万 | 0.21% | 9,132 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.65万 | 0.20% | 8,794 | 40 | 0.5% | $3,350 | 加仓 |
| GOOGL | ALPHABET INC | $70.53万 | 0.20% | 1,973 | 106 | 5.7% | $3.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $66.92万 | 0.19% | 7,828 | 1,322 | 20.3% | $11.30万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $64.51万 | 0.18% | 13,157 | -4,415 | -25.1% | -$21.65万 | 减仓 |
| ESGD | ISHARES TR | $63.98万 | 0.18% | 6,223 | -100 | -1.6% | -$1.03万 | 减仓 |
| IGIB | ISHARES TR | $61.04万 | 0.17% | 11,480 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $60.47万 | 0.17% | 12,607 | 76 | 0.6% | $3,645 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $54.22万 | 0.15% | 2,846 | 56 | 2.0% | $1.07万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $52.26万 | 0.15% | 18,868 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.99万 | 0.14% | 1,472 | -384 | -20.7% | -$13.56万 | 减仓 |
| NFLX | NETFLIX INC. | $50.02万 | 0.14% | 7,006 | -119 | -1.7% | -$8,497 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $49.95万 | 0.14% | 20,256 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $49.64万 | 0.14% | 6,438 | -165 | -2.5% | -$1.27万 | 减仓 |
| IJR | ISHARES TR | $48.41万 | 0.13% | 3,264 | 14 | 0.4% | $2,077 | 加仓 |
| TSLA | TESLA INC | $48.41万 | 0.13% | 1,151 | -214 | -15.7% | -$9.00万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $47.92万 | 0.13% | 4,392 | -33 | -0.7% | -$3,601 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $46.16万 | 0.13% | 8,858 | 8,858 | — | $46.16万 | 新建仓 |
| AVGO | BROADCOM INC | $45.92万 | 0.13% | 1,216 | 532 | 77.8% | $20.09万 | 加仓 |
| GLDM | WORLD GOLD TR | $41.39万 | 0.11% | 5,212 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $40.62万 | 0.11% | 7,263 | -619 | -7.9% | -$3.46万 | 减仓 |
| SUSB | ISHARES TR | $40.49万 | 0.11% | 16,203 | 2,679 | 19.8% | $6.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $38.65万 | 0.11% | 1,773 | -194 | -9.9% | -$4.23万 | 减仓 |
| META | META PLATFORMS INC | $37.63万 | 0.10% | 668 | 43 | 6.9% | $2.42万 | 加仓 |
| IVV | ISHARES TR | $36.25万 | 0.10% | 484 | -28 | -5.5% | -$2.10万 | 减仓 |
| CRM | SALESFORCE INC | $34.98万 | 0.10% | 2,233 | -1,101 | -33.0% | -$17.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.80万 | 0.10% | 599 | 599 | — | $34.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.23万 | 0.09% | 664 | 90 | 15.7% | $4.50万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $31.41万 | 0.09% | 6,271 | -894 | -12.5% | -$4.48万 | 减仓 |
| RBA | RB GLOBAL INC | $31.05万 | 0.09% | 2,666 | 2,666 | — | $31.05万 | 新建仓 |
| DIS | DISNEY WALT CO | $30.06万 | 0.08% | 3,123 | 65 | 2.1% | $6,256 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $29.91万 | 0.08% | 4,075 | -14,685 | -78.3% | -$107.80万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $29.08万 | 0.08% | 402 | 402 | — | $29.08万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.03万 | 0.08% | 6,157 | 0 | 0.0% | — | 重新持有 |
| LLY | ELI LILLY & CO | $27.11万 | 0.08% | 226 | 226 | — | $27.11万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $26.18万 | 0.07% | 3,450 | 3,450 | — | $26.18万 | 新建仓 |
| ITOT | ISHARES TR | $25.68万 | 0.07% | 1,563 | 0 | 0.0% | — | 不变 |
| JUST | GOLDMAN SACHS ETF TR | $25.64万 | 0.07% | 2,403 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $25.53万 | 0.07% | 2,136 | -312 | -12.7% | -$3.73万 | 减仓 |
| CSCO | CISCO SYS INC | $25.53万 | 0.07% | 2,173 | -1,379 | -38.8% | -$16.20万 | 减仓 |
| — | TIDAL TRUST III | $25.14万 | 0.07% | 4,134 | -166 | -3.9% | -$1.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.09万 | 0.07% | 736 | -229 | -23.7% | -$7.50万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $23.08万 | 0.06% | 6,820 | -1,591 | -18.9% | -$5.38万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $21.52万 | 0.06% | 5,415 | 5,415 | — | $21.52万 | 新建仓 |
| ASML | ASML HLDG NV | $21.49万 | 0.06% | 108 | 108 | — | $21.49万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $21.02万 | 0.06% | 5,640 | 8 | 0.1% | $298 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $20.48万 | 0.06% | 2,163 | 2,163 | — | $20.48万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $20.37万 | 0.06% | 2,025 | 0 | 0.0% | — | 不变 |
| — | NOVONIX LIMITED | $4,600 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -12,493 | -100.0% | -$42.06万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,980 | -100.0% | -$20.14万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,616 | -100.0% | -$20.08万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,748 | -100.0% | -$20.01万 | 清仓 |