13F 机构持仓

White Wing Wealth Management

THE WODLANDS TX · SEC CIK 0002001473

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 26.1%
VEA 10.7%
JPST 10.2%
VB 8.7%
QQQ 7.0%
VIG 7.0%
SCHJ 5.4%
DFSD 3.3%
DIMENSIONAL ET 2.8%
DFEV 2.2%

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 1,1140.8% $41.22万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,053.34万10.71%288,188 3,4141.2% $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 4,6679.0% $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 4,3173.4% $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 3,8864.5% $16.82万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $222.73万1.16%39,435 32,966509.6% $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 1081.1% $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 27,220288.7% $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 24,429362.1% $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%3,476 351.0% $8,342 加仓
CAKE CHEESECAKE FACTORY INC $74.84万0.39%9,409 740.8% $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 1,39117.2% $10.29万 加仓
GOOG ALPHABET INC $61.38万0.32%1,737 251.5% $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%873 111.3% $6,195 加仓
— EXXON MOBIL CORP $45.25万0.24%3,310 471.4% $6,425 加仓
MSFT MICROSOFT CORP $44.36万0.23%1,189 383.3% $1.42万 加仓
GOOGL ALPHABET INC $39.34万0.21%1,101 312.9% $1.11万 加仓
AVGO BROADCOM INC $37.55万0.20%994 566.0% $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 4843.7% $8,678 加仓
VBR VANGUARD INDEX FDS $23.61万0.12%972 30.3% $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 $00.00%0 -3,062-100.0% -$57.17万 清仓
ADBE ADOBE INC $00.00%0 -1,662-100.0% -$40.40万 清仓
NKE NIKE INC $00.00%0 -6,027-100.0% -$31.83万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,393-100.0% -$20.38万 清仓