White Wing Wealth Management
THE WODLANDS TX · SEC CIK 0002001473
$1.67亿2026Q1 申报市值
37持仓数
87.1%前十大占比 · 第一大 25.8%
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
VIG 加仓+$107.55万
SCHJ 加仓+$99.08万
VTI 加仓+$60.02万
FTSM 加仓+$41.07万
JEPI 新建仓+$36.67万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$91.89万
DFSD 减仓-$42.35万
DIMENSIONAL ETF 减仓-$30.09万
DFNM 减仓-$13.30万
AAPL 减仓-$11.80万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $20.38万 | 0.12% | 1,393 | -56 | -3.9% | -$8,192 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $20.62万 | 0.12% | 12,982 | 1,112 | 9.4% | $1.77万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $21.06万 | 0.13% | 969 | -7 | -0.7% | -$1,521 | 减仓 |
| AVGO | BROADCOM INC | $29.03万 | 0.17% | 938 | 71 | 8.2% | $2.20万 | 加仓 |
| GOOGL | ALPHABET INC | $30.76万 | 0.18% | 1,070 | -85 | -7.4% | -$2.44万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $31.08万 | 0.19% | 6,747 | 6,747 | — | $31.08万 | 新建仓 |
| NKE | NIKE INC | $31.83万 | 0.19% | 6,027 | -804 | -11.8% | -$4.25万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.67万 | 0.22% | 6,469 | 6,469 | — | $36.67万 | 新建仓 |
| ADBE | ADOBE INC | $40.40万 | 0.24% | 1,662 | 354 | 27.1% | $8.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $42.61万 | 0.26% | 1,151 | 50 | 4.5% | $1.85万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $45.19万 | 0.27% | 9,428 | -2,774 | -22.7% | -$13.30万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $47.15万 | 0.28% | 2,403 | 116 | 5.1% | $2.28万 | 加仓 |
| ELF | E L F BEAUTY INC | $49.00万 | 0.29% | 8,085 | 683 | 9.2% | $4.14万 | 加仓 |
| GOOG | ALPHABET INC | $49.10万 | 0.29% | 1,712 | -63 | -3.5% | -$1.81万 | 减仓 |
| META | META PLATFORMS INC | $49.34万 | 0.30% | 862 | -47 | -5.2% | -$2.69万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $51.11万 | 0.31% | 9,335 | 251 | 2.8% | $1.37万 | 加仓 |
| — | EXXON MOBIL CORP | $55.35万 | 0.33% | 3,263 | 112 | 3.6% | $1.90万 | 加仓 |
| CRM | SALESFORCE INC | $57.17万 | 0.34% | 3,062 | 622 | 25.5% | $11.61万 | 加仓 |
| AMZN | AMAZON COM INC | $71.67万 | 0.43% | 3,441 | -178 | -4.9% | -$3.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $72.55万 | 0.44% | 3,507 | 46 | 1.3% | $9,516 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $123.37万 | 0.74% | 24,329 | 3,995 | 19.6% | $20.26万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $132.19万 | 0.79% | 22,113 | 6,871 | 45.1% | $41.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.91万 | 0.86% | 7,025 | 136 | 2.0% | $2.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $170.88万 | 1.03% | 9,798 | -478 | -4.7% | -$8.34万 | 减仓 |
| TSLA | TESLA INC | $173.24万 | 1.04% | 4,660 | -154 | -3.2% | -$5.72万 | 减仓 |
| AAPL | APPLE INC | $192.72万 | 1.16% | 7,594 | -465 | -5.8% | -$11.80万 | 减仓 |
| ISCF | ISHARES TR | $357.85万 | 2.15% | 85,631 | 2,222 | 2.7% | $9.29万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $362.65万 | 2.18% | 101,357 | -589 | -0.6% | -$2.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $485.05万 | 2.91% | 77,670 | -4,818 | -5.8% | -$30.09万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $608.62万 | 3.65% | 127,113 | -8,845 | -6.5% | -$42.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,117.52万 | 6.71% | 51,963 | 5,001 | 10.6% | $107.55万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $1,154.21万 | 6.93% | 466,818 | 40,072 | 9.4% | $99.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,177.10万 | 7.06% | 20,394 | -1,592 | -7.2% | -$91.89万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,452.35万 | 8.72% | 55,450 | 109 | 0.2% | $2.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,824.83万 | 10.95% | 284,774 | 1,348 | 0.5% | $8.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,033.55万 | 12.21% | 401,808 | 726 | 0.2% | $3.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,300.37万 | 25.81% | 134,047 | 1,871 | 1.4% | $60.02万 | 加仓 |