Towneley Capital Management, Inc / DE
LAGUNA HILLS CA · SEC CIK 0002004980
$5.09亿2026Q2 申报市值
46持仓数
86.2%前十大占比 · 第一大 33.3%
5 / 1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
VTEB 加仓+$127.20万
VGIT 加仓+$53.27万
VOO 新建仓+$52.69万
JMBS 加仓+$41.92万
CGUS 新建仓+$31.14万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$202.74万
MINT 减仓-$123.77万
VXUS 减仓-$105.75万
VGSH 减仓-$71.37万
AVUV 减仓-$70.30万
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 | $1.69亿 | 33.25% | 457,869 | -5,479 | -1.2% | -$202.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $6,909.31万 | 13.56% | 808,202 | -12,370 | -1.5% | -$105.75万 | 减仓 |
| WINN | HARBOR ETF TRUST | $3,721.43万 | 7.30% | 1,146,114 | 3,726 | 0.3% | $12.10万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,581.37万 | 7.03% | 607,217 | 9,032 | 1.5% | $53.27万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,811.04万 | 5.52% | 624,815 | 9,317 | 1.5% | $41.92万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,638.18万 | 5.18% | 333,820 | -5,850 | -1.7% | -$46.23万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $2,185.99万 | 4.29% | 429,046 | -3,891 | -0.9% | -$19.82万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,904.45万 | 3.74% | 498,155 | 342 | 0.1% | $1.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,882.41万 | 3.69% | 372,164 | 25,148 | 7.2% | $127.20万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,344.89万 | 2.64% | 557,119 | 7,934 | 1.4% | $19.15万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,117.28万 | 2.19% | 89,555 | -5,635 | -5.9% | -$70.30万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,050.56万 | 2.06% | 261,269 | -12,717 | -4.6% | -$51.13万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $880.73万 | 1.73% | 48,619 | 299 | 0.6% | $5.42万 | 加仓 |
| IAU | ISHARES GOLD TR | $841.26万 | 1.65% | 111,410 | 2,414 | 2.2% | $18.23万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $786.60万 | 1.54% | 142,551 | 2,566 | 1.8% | $14.16万 | 加仓 |
| ANGL | VANECK ETF TRUST | $406.78万 | 0.80% | 139,119 | 3,081 | 2.3% | $9.01万 | 加仓 |
| GLD | SPDR GOLD TR | $391.22万 | 0.77% | 10,620 | 482 | 4.8% | $17.76万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $161.57万 | 0.32% | 27,155 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $159.45万 | 0.31% | 10,159 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $139.01万 | 0.27% | 13,790 | -12,278 | -47.1% | -$123.77万 | 减仓 |
| IVV | ISHARES TR | $111.45万 | 0.22% | 1,488 | -6 | -0.4% | -$4,494 | 减仓 |
| IWB | ISHARES TR | $85.83万 | 0.17% | 2,096 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $81.89万 | 0.16% | 9,993 | 24 | 0.2% | $1,967 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $67.98万 | 0.13% | 11,681 | -12,263 | -51.2% | -$71.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $61.73万 | 0.12% | 7,167 | -3 | -0.0% | -$258 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $59.03万 | 0.12% | 14,514 | 69 | 0.5% | $2,806 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $55.67万 | 0.11% | 10,121 | 34 | 0.3% | $1,870 | 加仓 |
| VOO | VANGUARD INDEX FDS | $52.69万 | 0.10% | 767 | 767 | — | $52.69万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $41.25万 | 0.08% | 8,846 | -24 | -0.3% | -$1,119 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.01万 | 0.08% | 1,836 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $36.88万 | 0.07% | 5,276 | 18 | 0.3% | $1,258 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.03万 | 0.07% | 720 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.46万 | 0.07% | 4,064 | 12 | 0.3% | $988 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $31.14万 | 0.06% | 7,000 | 7,000 | — | $31.14万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.52万 | 0.06% | 3,644 | 1 | 0.0% | $84 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $29.43万 | 0.06% | 4,008 | -212 | -5.0% | -$1.56万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.95万 | 0.05% | 3,000 | 3,000 | — | $26.95万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $26.20万 | 0.05% | 5,215 | 1 | 0.0% | $50 | 加仓 |
| — | GLOBAL SELF STORAGE INC | $25.70万 | 0.05% | 49,047 | 672 | 1.4% | $3,521 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.97万 | 0.05% | 3,099 | -1 | -0.0% | -$81 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.98万 | 0.05% | 4,440 | 65 | 1.5% | $3,511 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $22.66万 | 0.04% | 7,510 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $22.42万 | 0.04% | 4,971 | 23 | 0.5% | $1,037 | 加仓 |
| — | NUSHARES ETF TR | $22.25万 | 0.04% | 4,110 | 4,110 | — | $22.25万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $22.16万 | 0.04% | 2,691 | 2,691 | — | $22.16万 | 新建仓 |
| AGG | ISHARES TR | $20.45万 | 0.04% | 2,066 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -856 | -100.0% | -$21.72万 | 清仓 |