Valued Wealth Advisors LLC
HOLLADAY UT · SEC CIK 0002007175
$2.75亿2026Q2 申报市值
909持仓数
79.0%前十大占比 · 第一大 18.0%
185 / 29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
DFSD 加仓+$207.71万
SGOV 新建仓+$170.25万
DFAI 加仓+$92.11万
AVDE 加仓+$41.45万
AVDV 加仓+$25.18万
2026Q2 卖出最多 按季末市值估算
AVEM 减仓-$73.26万
AVSF 减仓-$69.88万
AVUV 减仓-$50.04万
AVLV 减仓-$34.90万
DIMENSIONAL ETF 减仓-$32.01万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $37.30万 | 0.14% | 2,728 | -459 | -14.4% | -$6.28万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $38.46万 | 0.14% | 8,735 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $40.09万 | 0.15% | 10,139 | 259 | 2.6% | $1.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.08万 | 0.15% | 841 | -4 | -0.5% | -$2,002 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $43.32万 | 0.16% | 375 | 143 | 61.6% | $16.52万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $51.64万 | 0.19% | 15,889 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $53.07万 | 0.19% | 7,625 | -782 | -9.3% | -$5.44万 | 减仓 |
| GOOGL | ALPHABET INC | $54.32万 | 0.20% | 1,520 | 282 | 22.8% | $10.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $54.52万 | 0.20% | 1,462 | 54 | 3.8% | $2.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $55.30万 | 0.20% | 2,764 | -69 | -2.4% | -$1.38万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $55.85万 | 0.20% | 23,584 | -501 | -2.1% | -$1.19万 | 减仓 |
| IVV | ISHARES TR | $64.48万 | 0.23% | 861 | 150 | 21.1% | $11.23万 | 加仓 |
| AMZN | AMAZON COM INC | $67.35万 | 0.24% | 2,826 | 208 | 7.9% | $4.96万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $85.10万 | 0.31% | 16,436 | -4,344 | -20.9% | -$22.49万 | 减仓 |
| AAPL | APPLE INC | $120.92万 | 0.44% | 4,179 | -281 | -6.3% | -$8.13万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $133.79万 | 0.49% | 16,327 | -7 | -0.0% | -$574 | 减仓 |
| SGOV | ISHARES TR | $170.25万 | 0.62% | 16,912 | 16,912 | — | $170.25万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $174.91万 | 0.64% | 45,093 | -8 | -0.0% | -$310 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $178.84万 | 0.65% | 38,403 | -15,006 | -28.1% | -$69.88万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $207.81万 | 0.76% | 57,311 | -363 | -0.6% | -$1.32万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $208.10万 | 0.76% | 51,753 | 2,787 | 5.7% | $11.21万 | 加仓 |
| ISVL | ISHARES TR | $215.22万 | 0.78% | 42,745 | 81 | 0.2% | $4,078 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $219.92万 | 0.80% | 39,978 | -3,479 | -8.0% | -$19.14万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $250.68万 | 0.91% | 51,623 | -820 | -1.6% | -$3.98万 | 减仓 |
| IVLU | ISHARES TR | $284.86万 | 1.04% | 68,115 | -199 | -0.3% | -$8,322 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $429.75万 | 1.56% | 48,178 | 4,647 | 10.7% | $41.45万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $446.19万 | 1.62% | 82,598 | 7 | 0.0% | $378 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $463.99万 | 1.69% | 97,930 | 3,724 | 4.0% | $17.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $595.04万 | 2.16% | 134,138 | 2,876 | 2.2% | $12.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $643.86万 | 2.34% | 50,270 | 759 | 1.5% | $9.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $704.64万 | 2.56% | 100,807 | -4,580 | -4.3% | -$32.01万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,672.12万 | 6.08% | 162,263 | 2,443 | 1.5% | $25.18万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,675.79万 | 6.09% | 183,729 | -3,826 | -2.0% | -$34.90万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,705.20万 | 6.20% | 176,723 | -7,592 | -4.1% | -$73.26万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,870.88万 | 10.43% | 601,233 | 43,499 | 7.8% | $207.71万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,354.59万 | 12.19% | 813,233 | 22,330 | 2.8% | $92.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,555.05万 | 12.92% | 284,951 | -4,011 | -1.4% | -$50.04万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,961.94万 | 18.03% | 959,941 | -1,356 | -0.1% | -$7.01万 | 减仓 |