White Wing Wealth Management
THE WODLANDS TX · SEC CIK 0002001473
$1.92亿2026Q2 申报市值
40持仓数
83.4%前十大占比 · 第一大 26.1%
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
JEPI 加仓+$186.19万
FUMB 新建仓+$160.19万
DFNM 加仓+$131.57万
JPIE 加仓+$112.50万
VIG 加仓+$110.43万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$157.37万
SCHJ 减仓-$121.68万
JPST 减仓-$67.69万
CRM 清仓-$57.17万
ADBE 清仓-$40.40万
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 | $5,001.48万 | 26.09% | 135,161 | 1,114 | 0.8% | $41.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,053.34万 | 10.71% | 288,188 | 3,414 | 1.2% | $24.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,964.26万 | 10.25% | 388,423 | -13,385 | -3.3% | -$67.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,671.41万 | 8.72% | 55,140 | -310 | -0.6% | -$9.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,344.47万 | 7.01% | 18,257 | -2,137 | -10.5% | -$157.37万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,339.97万 | 6.99% | 56,630 | 4,667 | 9.0% | $110.43万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $1,029.49万 | 5.37% | 417,474 | -49,344 | -10.6% | -$121.68万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $627.58万 | 3.27% | 131,430 | 4,317 | 3.4% | $20.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $534.38万 | 2.79% | 76,449 | -1,221 | -1.6% | -$8.53万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $421.83万 | 2.20% | 98,866 | -2,491 | -2.5% | -$10.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $406.00万 | 2.12% | 6,989 | -36 | -0.5% | -$2.09万 | 减仓 |
| ISCF | ISHARES TR | $387.52万 | 2.02% | 89,517 | 3,886 | 4.5% | $16.82万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $222.73万 | 1.16% | 39,435 | 32,966 | 509.6% | $186.19万 | 加仓 |
| AAPL | APPLE INC | $219.57万 | 1.15% | 7,588 | -6 | -0.1% | -$1,736 | 减仓 |
| NVDA | NVIDIA CORPORATION | $198.21万 | 1.03% | 9,906 | 108 | 1.1% | $2.16万 | 加仓 |
| TSLA | TESLA INC | $194.78万 | 1.02% | 4,631 | -29 | -0.6% | -$1.22万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $177.14万 | 0.92% | 36,648 | 27,220 | 288.7% | $131.57万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $160.19万 | 0.84% | 79,877 | 79,877 | — | $160.19万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $143.57万 | 0.75% | 31,176 | 24,429 | 362.1% | $112.50万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $107.93万 | 0.56% | 18,070 | -4,043 | -18.3% | -$24.15万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $103.34万 | 0.54% | 20,350 | -3,979 | -16.4% | -$20.21万 | 减仓 |
| AMZN | AMAZON COM INC | $82.85万 | 0.43% | 3,476 | 35 | 1.0% | $8,342 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $74.84万 | 0.39% | 9,409 | 74 | 0.8% | $5,886 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $71.45万 | 0.37% | 13,909 | 13,909 | — | $71.45万 | 新建仓 |
| ELF | E L F BEAUTY INC | $70.12万 | 0.37% | 9,476 | 1,391 | 17.2% | $10.29万 | 加仓 |
| GOOG | ALPHABET INC | $61.38万 | 0.32% | 1,737 | 25 | 1.5% | $8,834 | 加仓 |
| CVX | CHEVRON CORPORATION | $57.39万 | 0.30% | 3,462 | -45 | -1.3% | -$7,460 | 减仓 |
| VTV | VANGUARD INDEX FDS | $52.00万 | 0.27% | 2,386 | -17 | -0.7% | -$3,705 | 减仓 |
| META | META PLATFORMS INC | $49.17万 | 0.26% | 873 | 11 | 1.3% | $6,195 | 加仓 |
| — | EXXON MOBIL CORP | $45.25万 | 0.24% | 3,310 | 47 | 1.4% | $6,425 | 加仓 |
| MSFT | MICROSOFT CORP | $44.36万 | 0.23% | 1,189 | 38 | 3.3% | $1.42万 | 加仓 |
| GOOGL | ALPHABET INC | $39.34万 | 0.21% | 1,101 | 31 | 2.9% | $1.11万 | 加仓 |
| AVGO | BROADCOM INC | $37.55万 | 0.20% | 994 | 56 | 6.0% | $2.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.02万 | 0.16% | 260 | 260 | — | $30.02万 | 新建仓 |
| NFRA | FLEXSHARES TR | $25.25万 | 0.13% | 3,938 | 3,938 | — | $25.25万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $24.88万 | 0.13% | 9,199 | 9,199 | — | $24.88万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $24.14万 | 0.13% | 13,466 | 484 | 3.7% | $8,678 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.61万 | 0.12% | 972 | 3 | 0.3% | $729 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $23.41万 | 0.12% | 3,478 | 3,478 | — | $23.41万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.03万 | 0.11% | 828 | 828 | — | $21.03万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -3,062 | -100.0% | -$57.17万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$40.40万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,027 | -100.0% | -$31.83万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,393 | -100.0% | -$20.38万 | 清仓 |