Equita Financial Network, Inc.
FORT WASHINGTON PA · SEC CIK 0001994461
$3.18亿2026Q1 申报市值
87持仓数
64.1%前十大占比 · 第一大 15.2%
7 / 12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
AMZN 加仓+$144.23万
DFLV 加仓+$136.61万
AAPL 加仓+$121.15万
DFGX 加仓+$106.65万
VTEB 加仓+$82.89万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$356.07万
DIMENSIONAL ETF 减仓-$308.45万
VTI 减仓-$304.49万
VOO 减仓-$286.23万
DFEM 减仓-$136.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,833.61万 | 15.20% | 150,648 | -9,490 | -5.9% | -$304.49万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,270.77万 | 10.28% | 510,420 | -55,566 | -9.8% | -$356.07万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,846.16万 | 5.81% | 351,973 | 20,333 | 6.1% | $106.65万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,813.91万 | 5.70% | 459,917 | -24,198 | -5.0% | -$95.44万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,812.09万 | 5.70% | 218,984 | -3,488 | -1.6% | -$28.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,761.55万 | 5.54% | 502,726 | -88,027 | -14.9% | -$308.45万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,601.05万 | 5.03% | 463,400 | -39,623 | -7.9% | -$136.90万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,296.88万 | 4.08% | 363,171 | 38,255 | 11.8% | $136.61万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,249.03万 | 3.93% | 435,818 | -9,335 | -2.1% | -$26.75万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $912.78万 | 2.87% | 207,355 | -1,248 | -0.6% | -$5.49万 | 减仓 |
| STIP | ISHARES TR | $800.03万 | 2.52% | 77,352 | -179 | -0.2% | -$1.85万 | 减仓 |
| MUNI | PIMCO ETF TR | $766.39万 | 2.41% | 146,845 | 3,250 | 2.3% | $16.96万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $725.07万 | 2.28% | 288,872 | -4,752 | -1.6% | -$11.93万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $636.06万 | 2.00% | 80,240 | -1,599 | -2.0% | -$12.68万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $489.39万 | 1.54% | 119,102 | 19,418 | 19.5% | $79.79万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $479.40万 | 1.51% | 43,396 | -1,454 | -3.2% | -$16.06万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $454.43万 | 1.43% | 91,087 | 16,615 | 22.3% | $82.89万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $345.95万 | 1.09% | 75,783 | -1,015 | -1.3% | -$4.63万 | 减仓 |
| SUB | ISHARES TR | $345.56万 | 1.09% | 32,447 | 1,677 | 5.5% | $17.86万 | 加仓 |
| DMXF | ISHARES TR | $297.42万 | 0.94% | 39,420 | 998 | 2.6% | $7.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $295.64万 | 0.93% | 4,546 | -3 | -0.1% | -$1,951 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $290.30万 | 0.91% | 29,070 | -2,080 | -6.7% | -$20.77万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $279.07万 | 0.88% | 65,819 | 16,598 | 33.7% | $70.38万 | 加仓 |
| NYF | ISHARES TR | $261.76万 | 0.82% | 49,278 | 73 | 0.1% | $3,878 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $252.55万 | 0.79% | 31,342 | -2,317 | -6.9% | -$18.67万 | 减仓 |
| NULV | NUSHARES ETF TR | $240.25万 | 0.76% | 52,803 | 2,981 | 6.0% | $13.56万 | 加仓 |
| AMZN | AMAZON COM INC | $234.20万 | 0.74% | 11,245 | 6,925 | 160.3% | $144.23万 | 加仓 |
| USXF | ISHARES TR | $224.55万 | 0.71% | 40,680 | -1,899 | -4.5% | -$10.48万 | 减仓 |
| AAPL | APPLE INC | $212.92万 | 0.67% | 8,390 | 4,774 | 132.0% | $121.15万 | 加仓 |
| NULG | NUSHARES ETF TR | $209.28万 | 0.66% | 23,013 | 1,085 | 4.9% | $9.87万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $191.56万 | 0.60% | 24,230 | -6,042 | -20.0% | -$47.77万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $187.81万 | 0.59% | 44,327 | 15,851 | 55.7% | $67.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $182.37万 | 0.57% | 3,052 | -4,790 | -61.1% | -$286.23万 | 减仓 |
| MUB | ISHARES TR | $174.25万 | 0.55% | 16,415 | 75 | 0.5% | $7,961 | 加仓 |
| NUSC | NUSHARES ETF TR | $127.47万 | 0.40% | 28,289 | 2,519 | 9.8% | $11.35万 | 加仓 |
| ESGE | ISHARES INC | $118.66万 | 0.37% | 26,097 | 996 | 4.0% | $4.53万 | 加仓 |
| LOW | LOWES COS INC | $113.44万 | 0.36% | 4,801 | 22 | 0.5% | $5,198 | 加仓 |
| BGRN | ISHARES TR | $110.39万 | 0.35% | 23,254 | -558 | -2.3% | -$2.65万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $110.25万 | 0.35% | 17,547 | -181 | -1.0% | -$1.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $104.05万 | 0.33% | 2,811 | -83 | -2.9% | -$3.07万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $102.68万 | 0.32% | 21,369 | 2,264 | 11.9% | $10.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $100.14万 | 0.31% | 5,742 | -1,387 | -19.5% | -$24.19万 | 减仓 |
| IGSB | ISHARES TR | $88.87万 | 0.28% | 16,908 | -267 | -1.6% | -$1.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.25万 | 0.27% | 1,512 | -107 | -6.6% | -$6.17万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $83.72万 | 0.26% | 31,498 | 41 | 0.1% | $1,090 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $78.43万 | 0.25% | 17,572 | 1,416 | 8.8% | $6.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $73.89万 | 0.23% | 13,671 | 239 | 1.8% | $1.29万 | 加仓 |
| NFLX | NETFLIX INC. | $68.51万 | 0.22% | 7,125 | 7,125 | — | $68.51万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.74万 | 0.21% | 8,754 | 13 | 0.1% | $976 | 加仓 |
| IEMG | ISHARES INC | $63.70万 | 0.20% | 9,132 | -6,148 | -40.2% | -$42.88万 | 减仓 |
| CRM | SALESFORCE INC | $62.24万 | 0.20% | 3,334 | 3,334 | — | $62.24万 | 新建仓 |
| IGIB | ISHARES TR | $61.10万 | 0.19% | 11,480 | 1,604 | 16.2% | $8.54万 | 加仓 |
| ESGD | ISHARES TR | $60.46万 | 0.19% | 6,323 | -4 | -0.1% | -$382 | 减仓 |
| SHM | SPDR SERIES TRUST | $59.94万 | 0.19% | 12,531 | 51 | 0.4% | $2,439 | 加仓 |
| GOOGL | ALPHABET INC | $53.70万 | 0.17% | 1,867 | 617 | 49.4% | $17.75万 | 加仓 |
| GOOG | ALPHABET INC | $53.24万 | 0.17% | 1,856 | -388 | -17.3% | -$11.13万 | 减仓 |
| TSLA | TESLA INC | $50.74万 | 0.16% | 1,365 | 237 | 21.0% | $8.81万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $50.46万 | 0.16% | 20,256 | 2,288 | 12.7% | $5.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $50.17万 | 0.16% | 6,506 | 1,091 | 20.1% | $8.41万 | 加仓 |
| GLDM | WORLD GOLD TR | $48.31万 | 0.15% | 5,212 | 1,457 | 38.8% | $13.50万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $46.70万 | 0.15% | 18,868 | 5,854 | 45.0% | $14.49万 | 加仓 |
| IJH | ISHARES TR | $44.59万 | 0.14% | 6,603 | -5,709 | -46.4% | -$38.55万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $42.06万 | 0.13% | 12,493 | 625 | 5.3% | $2.10万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $41.85万 | 0.13% | 4,425 | -3,015 | -40.5% | -$28.51万 | 减仓 |
| IJR | ISHARES TR | $40.40万 | 0.13% | 3,250 | -3,672 | -53.0% | -$45.64万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.59万 | 0.12% | 1,967 | -459 | -18.9% | -$9.01万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $37.08万 | 0.12% | 2,790 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $37.06万 | 0.12% | 7,882 | -253 | -3.1% | -$1.19万 | 减仓 |
| META | META PLATFORMS INC | $35.76万 | 0.11% | 625 | -135 | -17.8% | -$7.72万 | 减仓 |
| SUSB | ISHARES TR | $33.90万 | 0.11% | 13,524 | -235 | -1.7% | -$5,890 | 减仓 |
| IVV | ISHARES TR | $33.44万 | 0.11% | 512 | -213 | -29.4% | -$13.91万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $31.66万 | 0.10% | 7,165 | 807 | 12.7% | $3.57万 | 加仓 |
| DIS | DISNEY WALT CO | $29.47万 | 0.09% | 3,058 | -262 | -7.9% | -$2.53万 | 减仓 |
| CSCO | CISCO SYS INC | $27.56万 | 0.09% | 3,552 | -504 | -12.4% | -$3.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.51万 | 0.09% | 574 | -48 | -7.7% | -$2.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.50万 | 0.08% | 8,411 | -54 | -0.6% | -$1,573 | 减仓 |
| ITOT | ISHARES TR | $22.26万 | 0.07% | 1,563 | 1,563 | — | $22.26万 | 新建仓 |
| JUST | GOLDMAN SACHS ETF TR | $22.23万 | 0.07% | 2,403 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $21.35万 | 0.07% | 306 | 306 | — | $21.35万 | 新建仓 |
| AVGO | BROADCOM INC | $21.17万 | 0.07% | 684 | -256 | -27.2% | -$7.92万 | 减仓 |
| — | TIDAL TRUST III | $20.79万 | 0.07% | 4,300 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.14万 | 0.06% | 3,980 | 3,980 | — | $20.14万 | 新建仓 |
| WMT | WALMART INC | $20.08万 | 0.06% | 1,616 | -389 | -19.4% | -$4.83万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $20.06万 | 0.06% | 2,025 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.01万 | 0.06% | 458 | 458 | — | $20.01万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $20.01万 | 0.06% | 5,632 | 5,632 | — | $20.01万 | 新建仓 |
| — | NOVONIX LIMITED | $6,900 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,306 | -100.0% | -$98.98万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -23,991 | -100.0% | -$89.71万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -768 | -100.0% | -$36.35万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,811 | -100.0% | -$34.23万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -13,472 | -100.0% | -$31.78万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -4,688 | -100.0% | -$28.76万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,334 | -100.0% | -$28.07万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -10,133 | -100.0% | -$25.28万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,649 | -100.0% | -$21.88万 | 清仓 |
| TGRW | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -4,551 | -100.0% | -$20.94万 | 清仓 |