Fonville Wealth Management LLC
RICHMOND VA · SEC CIK 0002008703
$5.25亿2026Q1 申报市值
138持仓数
44.1%前十大占比 · 第一大 7.3%
13 / 1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
BIV 加仓+$595.35万
VTI 加仓+$481.02万
SPTS 加仓+$439.06万
DFSD 加仓+$396.56万
DFAI 加仓+$243.17万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$56.47万
DFAU 减仓-$26.46万
ACN 清仓-$25.35万
VGT 减仓-$24.13万
XBIL 减仓-$22.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -945 | -100.0% | -$25.35万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAU | ISHARES GOLD TR | $20.01万 | 0.04% | 2,270 | 2,270 | — | $20.01万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.46万 | 0.04% | 3,785 | 3,785 | — | $20.46万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $20.62万 | 0.04% | 4,267 | 4,267 | — | $20.62万 | 新建仓 |
| IWR | ISHARES TR | $20.70万 | 0.04% | 2,129 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.81万 | 0.04% | 7,179 | -73 | -1.0% | -$2,116 | 重新持有 |
| VV | VANGUARD INDEX FDS | $20.86万 | 0.04% | 698 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.18万 | 0.04% | 644 | 644 | — | $21.18万 | 新建仓 |
| BAC | BANK AMERICA CORP | $21.46万 | 0.04% | 4,402 | 4,402 | — | $21.46万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $21.48万 | 0.04% | 4,653 | -123 | -2.6% | -$5,678 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $21.94万 | 0.04% | 6,145 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $22.97万 | 0.04% | 1,016 | 1,016 | — | $22.97万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.05万 | 0.04% | 251 | 50 | 24.9% | $4.59万 | 加仓 |
| BX | BLACKSTONE INC | $23.63万 | 0.04% | 2,055 | -74 | -3.5% | -$8,509 | 减仓 |
| D | DOMINION ENERGY INC | $24.15万 | 0.05% | 3,906 | 3,906 | — | $24.15万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.69万 | 0.05% | 1,709 | 268 | 18.6% | $3.87万 | 加仓 |
| NFLX | NETFLIX INC. | $24.82万 | 0.05% | 2,581 | -200 | -7.2% | -$1.92万 | 减仓 |
| MUB | ISHARES TR | $25.09万 | 0.05% | 2,363 | 5 | 0.2% | $531 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.10万 | 0.05% | 1,027 | 1,027 | — | $25.10万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.31万 | 0.05% | 8,689 | 155 | 1.8% | $4,515 | 加仓 |
| EFA | ISHARES TR | $25.49万 | 0.05% | 2,624 | 20 | 0.8% | $1,943 | 加仓 |
| GEV | GE VERNOVA INC | $25.49万 | 0.05% | 292 | 292 | — | $25.49万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.49万 | 0.05% | 2,645 | 423 | 19.0% | $4.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.94万 | 0.05% | 2,793 | 2,793 | — | $25.94万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.43万 | 0.05% | 2,417 | -100 | -4.0% | -$1.09万 | 减仓 |
| EFG | ISHARES TR | $26.45万 | 0.05% | 2,375 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $26.54万 | 0.05% | 2,932 | 462 | 18.7% | $4.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.01万 | 0.05% | 799 | 799 | — | $27.01万 | 新建仓 |
| TLT | ISHARES TR | $27.19万 | 0.05% | 3,137 | 5 | 0.2% | $433 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.53万 | 0.05% | 1,330 | 1,330 | — | $27.53万 | 新建仓 |
| GE | GE AEROSPACE | $28.22万 | 0.05% | 994 | 61 | 6.5% | $1.73万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $28.96万 | 0.06% | 3,290 | 345 | 11.7% | $3.04万 | 加仓 |
| IWP | ISHARES TR | $29.11万 | 0.06% | 2,272 | 2,272 | — | $29.11万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $29.81万 | 0.06% | 4,041 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.85万 | 0.06% | 3,766 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.56万 | 0.06% | 1,405 | 1 | 0.1% | $218 | 加仓 |
| TFC | TRUIST FINL CORP | $31.46万 | 0.06% | 6,843 | -17 | -0.2% | -$781 | 减仓 |
| MCD | MCDONALDS CORP | $31.96万 | 0.06% | 1,028 | 114 | 12.5% | $3.54万 | 加仓 |
| CAT | CATERPILLAR INC | $32.38万 | 0.06% | 457 | 72 | 18.7% | $5.10万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.40万 | 0.06% | 1,105 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.37万 | 0.07% | 4,976 | -53 | -1.1% | -$3,980 | 减仓 |
| ORCL | ORACLE CORP | $37.61万 | 0.07% | 2,557 | 187 | 7.9% | $2.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $39.00万 | 0.07% | 16,492 | -3,053 | -15.6% | -$7.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.67万 | 0.08% | 1,383 | 392 | 39.6% | $11.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.03万 | 0.08% | 3,087 | -34 | -1.1% | -$4,519 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $42.31万 | 0.08% | 19,688 | 686 | 3.6% | $1.47万 | 加仓 |
| CSCO | CISCO SYS INC | $44.34万 | 0.08% | 5,714 | 15 | 0.3% | $1,164 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $45.26万 | 0.09% | 1,557 | 3 | 0.2% | $872 | 加仓 |
| SHY | ISHARES TR | $45.83万 | 0.09% | 5,550 | -503 | -8.3% | -$4.15万 | 减仓 |
| SO | SOUTHERN CO | $48.18万 | 0.09% | 4,992 | 538 | 12.1% | $5.19万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $49.09万 | 0.09% | 3,923 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $50.34万 | 0.10% | 1,665 | 29 | 1.8% | $8,767 | 加仓 |
| AVGO | BROADCOM INC | $51.51万 | 0.10% | 1,664 | -97 | -5.5% | -$3.00万 | 减仓 |
| TSLA | TESLA INC | $52.38万 | 0.10% | 1,409 | 165 | 13.3% | $6.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $52.68万 | 0.10% | 913 | -265 | -22.5% | -$15.29万 | 减仓 |
| WMT | WALMART INC | $56.81万 | 0.11% | 4,569 | 323 | 7.6% | $4.02万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $57.41万 | 0.11% | 18,823 | -258 | -1.4% | -$7,869 | 减仓 |
| META | META PLATFORMS INC | $58.28万 | 0.11% | 1,019 | -19 | -1.8% | -$1.09万 | 减仓 |
| APPN | APPIAN CORP | $59.15万 | 0.11% | 24,533 | -300 | -1.2% | -$7,233 | 减仓 |
| LQD | ISHARES TR | $59.28万 | 0.11% | 5,439 | -425 | -7.2% | -$4.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.60万 | 0.11% | 598 | 80 | 15.4% | $7.97万 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.92万 | 0.11% | 859 | -346 | -28.7% | -$24.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.04万 | 0.11% | 4,104 | 204 | 5.2% | $2.98万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $63.09万 | 0.12% | 3,935 | 7 | 0.2% | $1,122 | 加仓 |
| DVY | ISHARES TR | $66.05万 | 0.13% | 4,362 | -120 | -2.7% | -$1.82万 | 减仓 |
| EEM | ISHARES TR | $71.59万 | 0.14% | 12,606 | -19 | -0.2% | -$1,079 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $72.44万 | 0.14% | 33,507 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $73.02万 | 0.14% | 13,893 | -807 | -5.5% | -$4.24万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $73.26万 | 0.14% | 7,774 | 31 | 0.4% | $2,921 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $79.86万 | 0.15% | 24,238 | -54 | -0.2% | -$1,779 | 减仓 |
| VBR | VANGUARD INDEX FDS | $82.88万 | 0.16% | 3,815 | 30 | 0.8% | $6,517 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.47万 | 0.16% | 1,298 | -6 | -0.5% | -$3,905 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.24万 | 0.19% | 2,071 | 460 | 28.6% | $22.04万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $115.00万 | 0.22% | 24,452 | -1,671 | -6.4% | -$7.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $116.06万 | 0.22% | 39,911 | -5,324 | -11.8% | -$15.48万 | 减仓 |
| EFV | ISHARES TR | $119.88万 | 0.23% | 16,124 | -44 | -0.3% | -$3,271 | 减仓 |
| SPSB | SPDR SERIES TRUST | $122.67万 | 0.23% | 40,795 | -835 | -2.0% | -$2.51万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $130.67万 | 0.25% | 52,795 | 1,028 | 2.0% | $2.54万 | 加仓 |
| SHV | ISHARES TR | $131.43万 | 0.25% | 11,906 | -1,015 | -7.9% | -$11.20万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $132.91万 | 0.25% | 34,594 | 1,630 | 4.9% | $6.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $137.85万 | 0.26% | 54,920 | -844 | -1.5% | -$2.12万 | 减仓 |
| IVE | ISHARES TR | $139.82万 | 0.27% | 6,622 | -130 | -1.9% | -$2.74万 | 减仓 |
| RTX | RTX CORPORATION | $151.70万 | 0.29% | 7,864 | 90 | 1.2% | $1.74万 | 加仓 |
| IWM | ISHARES TR | $153.51万 | 0.29% | 6,190 | -427 | -6.5% | -$10.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $153.66万 | 0.29% | 19,927 | -357 | -1.8% | -$2.75万 | 减仓 |
| AGG | ISHARES TR | $155.57万 | 0.30% | 15,671 | -1,317 | -7.8% | -$13.07万 | 减仓 |
| USRT | ISHARES TR | $160.73万 | 0.31% | 27,154 | 9,937 | 57.7% | $58.82万 | 加仓 |
| — | EXXON MOBIL CORP | $165.80万 | 0.32% | 9,773 | 332 | 3.5% | $5.63万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $165.94万 | 0.32% | 35,503 | 105 | 0.3% | $4,908 | 加仓 |
| GOOGL | ALPHABET INC | $181.25万 | 0.35% | 6,303 | 199 | 3.3% | $5.72万 | 加仓 |
| GOOG | ALPHABET INC | $187.52万 | 0.36% | 6,537 | 295 | 4.7% | $8.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $192.43万 | 0.37% | 22,681 | -853 | -3.6% | -$7.24万 | 减仓 |
| AMZN | AMAZON COM INC | $212.32万 | 0.40% | 10,194 | 271 | 2.7% | $5.64万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $226.99万 | 0.43% | 15,327 | -538 | -3.4% | -$7.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $229.61万 | 0.44% | 13,165 | 4,101 | 45.2% | $71.53万 | 加仓 |
| IWV | ISHARES TR | $255.29万 | 0.49% | 6,887 | -99 | -1.4% | -$3.67万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $268.75万 | 0.51% | 55,459 | -257 | -0.5% | -$1.25万 | 减仓 |
| SLQD | ISHARES TR | $280.37万 | 0.53% | 55,530 | -2,773 | -4.8% | -$14.00万 | 减仓 |