Towneley Capital Management, Inc / DE
LAGUNA HILLS CA · SEC CIK 0002004980
$4.78亿2026Q1 申报市值
42持仓数
85.2%前十大占比 · 第一大 31.1%
3 / 2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
MINT 新建仓+$262.17万
VTI 加仓+$174.07万
NTB 新建仓+$142.51万
VT 新建仓+$140.52万
VGIT 加仓+$139.68万
2026Q1 卖出最多 按季末市值估算
SGOL 减仓-$388.14万
VXUS 减仓-$46.44万
JMST 清仓-$25.01万
MEAR 清仓-$24.96万
DFAE 减仓-$13.54万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.49亿 | 31.11% | 463,348 | 5,426 | 1.2% | $174.07万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $6,327.43万 | 13.24% | 820,572 | -6,022 | -0.7% | -$46.44万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,562.19万 | 7.45% | 598,185 | 23,456 | 4.1% | $139.68万 | 加仓 |
| WINN | HARBOR ETF TRUST | $3,167.61万 | 6.63% | 1,142,388 | 11,734 | 1.0% | $32.54万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,780.82万 | 5.82% | 615,498 | 17,236 | 2.9% | $77.87万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,692.56万 | 5.63% | 339,670 | 12,766 | 3.9% | $101.20万 | 加仓 |
| SGOL | ETFS GOLD TR | $2,221.24万 | 4.65% | 497,813 | -86,989 | -14.9% | -$388.14万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $2,008.83万 | 4.20% | 432,937 | 3,666 | 0.9% | $17.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,731.26万 | 3.62% | 347,016 | 17,093 | 5.2% | $85.28万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,332.87万 | 2.79% | 549,185 | 11,492 | 2.1% | $27.89万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,056.86万 | 2.21% | 48,320 | 971 | 2.1% | $21.24万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,051.56万 | 2.20% | 95,190 | 354 | 0.4% | $3.91万 | 加仓 |
| IAU | ISHARES GOLD TR | $960.91万 | 2.01% | 108,996 | 2,339 | 2.2% | $20.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $927.72万 | 1.94% | 273,986 | -4,000 | -1.4% | -$13.54万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $774.89万 | 1.62% | 139,985 | 5,252 | 3.9% | $29.07万 | 加仓 |
| GLD | SPDR GOLD TR | $436.23万 | 0.91% | 10,138 | 762 | 8.1% | $32.79万 | 加仓 |
| ANGL | VANECK ETF TRUST | $390.70万 | 0.82% | 136,038 | 3,510 | 2.6% | $10.08万 | 加仓 |
| MINT | PIMCO ETF TR | $262.17万 | 0.55% | 26,068 | 26,068 | — | $262.17万 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $142.51万 | 0.30% | 27,155 | 27,155 | — | $142.51万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $140.52万 | 0.29% | 10,159 | 10,159 | — | $140.52万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $140.17万 | 0.29% | 23,944 | 1,523 | 6.8% | $8.92万 | 加仓 |
| IVV | ISHARES TR | $97.60万 | 0.20% | 1,494 | 3 | 0.2% | $1,960 | 加仓 |
| IWB | ISHARES TR | $74.73万 | 0.16% | 2,096 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $70.69万 | 0.15% | 9,969 | 24 | 0.2% | $1,702 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $52.85万 | 0.11% | 14,445 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $52.18万 | 0.11% | 1,195 | 2 | 0.2% | $873 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.88万 | 0.10% | 10,087 | 37 | 0.4% | $1,793 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $36.45万 | 0.08% | 8,870 | -49 | -0.5% | -$2,014 | 减仓 |
| VTV | VANGUARD INDEX FDS | $36.02万 | 0.08% | 1,836 | 10 | 0.5% | $1,962 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.50万 | 0.07% | 720 | -143 | -16.6% | -$6.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $32.84万 | 0.07% | 5,258 | 17 | 0.3% | $1,062 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.07万 | 0.07% | 4,220 | -129 | -3.0% | -$9,499 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.82万 | 0.06% | 4,052 | 9 | 0.2% | $640 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.36万 | 0.06% | 3,643 | 6 | 0.2% | $451 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $26.62万 | 0.06% | 7,510 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $26.04万 | 0.05% | 5,214 | 0 | 0.0% | — | 不变 |
| — | GLOBAL SELF STORAGE INC | $24.72万 | 0.05% | 48,375 | 682 | 1.4% | $3,485 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.09万 | 0.05% | 4,375 | 9 | 0.2% | $475 | 加仓 |
| VO | VANGUARD INDEX FDS | $22.25万 | 0.05% | 775 | 3 | 0.4% | $861 | 加仓 |
| AAPL | APPLE INC | $21.72万 | 0.05% | 856 | 36 | 4.4% | $9,136 | 重新持有 |
| DFSI | DIMENSIONAL ETF TRUST | $20.98万 | 0.04% | 4,948 | -26 | -0.5% | -$1,102 | 减仓 |
| AGG | ISHARES TR | $20.51万 | 0.04% | 2,066 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,909 | -100.0% | -$25.01万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,961 | -100.0% | -$24.96万 | 清仓 |