Fonville Wealth Management LLC
RICHMOND VA · SEC CIK 0002008703
$6.12亿2026Q2 申报市值
147持仓数
44.9%前十大占比 · 第一大 7.1%
12 / 5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
VTI 加仓+$667.51万
BIV 加仓+$549.20万
DFSD 加仓+$423.24万
DFAI 加仓+$364.74万
AVLV 加仓+$280.24万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$59.93万
VOO 减仓-$54.53万
DFAU 减仓-$38.34万
BSV 减仓-$37.21万
ISHG 减仓-$34.58万
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 |
|---|---|---|---|---|---|---|---|---|
| PEBO | PEOPLES BANCORP INC | $187.59万 | 0.31% | 48,838 | 48,838 | — | $187.59万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $202.31万 | 0.33% | 22,681 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $210.33万 | 0.34% | 5,886 | -417 | -6.6% | -$14.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $218.99万 | 0.36% | 13,857 | -1,470 | -9.6% | -$23.23万 | 减仓 |
| GOOG | ALPHABET INC | $236.15万 | 0.39% | 6,684 | 147 | 2.2% | $5.19万 | 加仓 |
| AMZN | AMAZON COM INC | $238.52万 | 0.39% | 10,007 | -187 | -1.8% | -$4.46万 | 减仓 |
| USRT | ISHARES TR | $241.20万 | 0.39% | 36,298 | 9,144 | 33.7% | $60.76万 | 加仓 |
| SLQD | ISHARES TR | $277.91万 | 0.45% | 55,173 | -357 | -0.6% | -$1.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $287.04万 | 0.47% | 14,345 | 1,180 | 9.0% | $23.61万 | 加仓 |
| IWV | ISHARES TR | $293.66万 | 0.48% | 6,887 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $304.07万 | 0.50% | 40,955 | -4,658 | -10.2% | -$34.58万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $304.99万 | 0.50% | 55,442 | -17 | -0.0% | -$935 | 减仓 |
| XBIL | RBB FD INC | $307.51万 | 0.50% | 61,502 | -3,436 | -5.3% | -$17.18万 | 减仓 |
| SUB | ISHARES TR | $318.40万 | 0.52% | 29,905 | 27 | 0.1% | $2,875 | 加仓 |
| MSFT | MICROSOFT CORP | $342.48万 | 0.56% | 9,182 | 258 | 2.9% | $9.62万 | 加仓 |
| IVW | ISHARES TR | $345.50万 | 0.56% | 25,122 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $346.55万 | 0.57% | 9,783 | 8 | 0.1% | $2,834 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $406.66万 | 0.66% | 17,186 | -154 | -0.9% | -$3.64万 | 减仓 |
| IVV | ISHARES TR | $429.77万 | 0.70% | 5,739 | -99 | -1.7% | -$7.41万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $441.45万 | 0.72% | 56,661 | -4,776 | -7.8% | -$37.21万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $483.57万 | 0.79% | 22,727 | -26 | -0.1% | -$5,532 | 减仓 |
| SPYM | SPDR SERIES TRUST | $518.07万 | 0.85% | 58,952 | -971 | -1.6% | -$8.53万 | 减仓 |
| REZ | ISHARES TR | $531.05万 | 0.87% | 56,083 | -443 | -0.8% | -$4.19万 | 减仓 |
| ITOT | ISHARES TR | $554.32万 | 0.91% | 33,744 | -104 | -0.3% | -$1.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $613.36万 | 1.00% | 121,290 | 37,311 | 44.4% | $188.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $619.56万 | 1.01% | 28,429 | 2,502 | 9.7% | $54.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $827.66万 | 1.35% | 159,842 | 4,577 | 2.9% | $23.70万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $831.99万 | 1.36% | 86,280 | 1,310 | 1.5% | $12.63万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $845.60万 | 1.38% | 109,222 | 1,772 | 1.6% | $13.72万 | 加仓 |
| AAPL | APPLE INC | $846.30万 | 1.38% | 29,247 | -2,071 | -6.6% | -$59.93万 | 减仓 |
| VO | VANGUARD INDEX FDS | $921.47万 | 1.50% | 114,370 | 886 | 0.8% | $7.14万 | 加仓 |
| SCZ | ISHARES TR | $974.49万 | 1.59% | 118,451 | 2,204 | 1.9% | $18.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $985.45万 | 1.61% | 14,348 | -794 | -5.2% | -$54.53万 | 减仓 |
| QLTA | ISHARES TR | $1,059.51万 | 1.73% | 222,960 | 8,599 | 4.0% | $40.86万 | 加仓 |
| ISTB | ISHARES TR | $1,093.19万 | 1.79% | 226,567 | 6,413 | 2.9% | $30.94万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,156.98万 | 1.89% | 242,300 | 88,636 | 57.7% | $423.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,285.94万 | 2.10% | 42,424 | -1,001 | -2.3% | -$30.34万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,502.73万 | 2.45% | 145,825 | 9,199 | 6.7% | $94.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,507.86万 | 2.46% | 175,047 | 20,439 | 13.2% | $176.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,545.58万 | 2.52% | 216,924 | -387 | -0.2% | -$2.76万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,628.79万 | 2.66% | 561,459 | 90,840 | 19.3% | $263.53万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,638.54万 | 2.68% | 303,321 | 14,549 | 5.0% | $78.59万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,741.20万 | 2.84% | 135,947 | 3,897 | 3.0% | $49.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,146.56万 | 3.51% | 58,009 | 18,039 | 45.1% | $667.51万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,443.90万 | 3.99% | 253,280 | 15,684 | 6.6% | $151.34万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,498.51万 | 4.08% | 325,750 | 71,604 | 28.2% | $549.20万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,536.75万 | 4.14% | 509,593 | 15,103 | 3.1% | $75.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,632.23万 | 4.30% | 358,565 | 12,821 | 3.7% | $94.12万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,687.50万 | 4.39% | 294,650 | 30,725 | 11.6% | $280.24万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,980.10万 | 4.87% | 722,448 | 88,422 | 13.9% | $364.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,461.91万 | 5.65% | 277,486 | 17,186 | 6.6% | $214.41万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,341.96万 | 7.09% | 840,001 | -7,417 | -0.9% | -$38.34万 | 减仓 |