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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,055 | -100.0% | -$23.63万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,016 | -100.0% | -$22.97万 | 清仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,653 | -100.0% | -$21.48万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,179 | -100.0% | -$20.81万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,270 | -100.0% | -$20.01万 | 清仓 |
| DIS | DISNEY WALT CO | $20.02万 | 0.03% | 2,079 | -566 | -21.4% | -$5.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.34万 | 0.03% | 396 | 29 | 7.9% | $1.49万 | 重新持有 |
| BAC | BANK OF AMER CORP | $20.64万 | 0.03% | 3,623 | -779 | -17.7% | -$4.44万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $20.68万 | 0.03% | 3,507 | 3,507 | — | $20.68万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.87万 | 0.03% | 1,423 | -286 | -16.7% | -$4.19万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.64万 | 0.04% | 2,666 | 2,666 | — | $21.64万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.88万 | 0.04% | 3,064 | 483 | 18.7% | $3.45万 | 加仓 |
| IYW | ISHARES TR | $22.20万 | 0.04% | 880 | 880 | — | $22.20万 | 新建仓 |
| HD | HOME DEPOT INC | $22.25万 | 0.04% | 631 | -13 | -2.0% | -$4,585 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.36万 | 0.04% | 1,409 | 79 | 5.9% | $1.31万 | 加仓 |
| IWR | ISHARES TR | $23.49万 | 0.04% | 2,129 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.10万 | 0.04% | 891 | -137 | -13.3% | -$3.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $24.14万 | 0.04% | 702 | 4 | 0.6% | $1,376 | 加仓 |
| IWF | ISHARES TR | $24.17万 | 0.04% | 1,947 | 1,478 | 315.1% | $18.35万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $24.30万 | 0.04% | 6,145 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $24.61万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $24.95万 | 0.04% | 5,008 | -1,835 | -26.8% | -$9.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.35万 | 0.04% | 2,888 | 95 | 3.4% | $8,338 | 加仓 |
| MUB | ISHARES TR | $25.52万 | 0.04% | 2,372 | 9 | 0.4% | $968 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.80万 | 0.04% | 1,016 | -11 | -1.1% | -$2,794 | 减仓 |
| HSY | HERSHEY CO | $26.30万 | 0.04% | 1,499 | 1,499 | — | $26.30万 | 新建仓 |
| D | DOMINION ENERGY INC | $26.76万 | 0.04% | 3,919 | 13 | 0.3% | $888 | 加仓 |
| IWP | ISHARES TR | $26.91万 | 0.04% | 1,838 | -434 | -19.1% | -$6.35万 | 减仓 |
| TLT | ISHARES TR | $26.98万 | 0.04% | 3,122 | -15 | -0.5% | -$1,296 | 减仓 |
| EFA | ISHARES TR | $27.04万 | 0.04% | 2,603 | -21 | -0.8% | -$2,181 | 减仓 |
| EFG | ISHARES TR | $29.18万 | 0.05% | 2,345 | -30 | -1.3% | -$3,733 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.38万 | 0.05% | 701 | 701 | — | $30.38万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.50万 | 0.05% | 5,109 | 1,324 | 35.0% | $7.90万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.64万 | 0.05% | 3,877 | 111 | 2.9% | $8,772 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.25万 | 0.05% | 9,234 | 545 | 6.3% | $1.84万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $32.52万 | 0.05% | 2,417 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.39万 | 0.05% | 12,762 | -3,730 | -22.6% | -$9.76万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $33.65万 | 0.05% | 4,065 | 24 | 0.6% | $1,987 | 加仓 |
| IEFA | ISHARES TR | $34.02万 | 0.06% | 3,522 | 590 | 20.1% | $5.70万 | 加仓 |
| GEV | GE VERNOVA INC | $34.66万 | 0.06% | 295 | 3 | 1.0% | $3,525 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $35.22万 | 0.06% | 3,554 | 264 | 8.0% | $2.62万 | 加仓 |
| LLY | ELI LILLY & CO | $35.22万 | 0.06% | 294 | 43 | 17.1% | $5.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $36.33万 | 0.06% | 3,964 | 3,964 | — | $36.33万 | 新建仓 |
| GE | GE AEROSPACE | $36.63万 | 0.06% | 980 | -14 | -1.4% | -$5,233 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.14万 | 0.06% | 799 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $38.30万 | 0.06% | 1,522 | 117 | 8.3% | $2.94万 | 加仓 |
| ORCL | ORACLE CORP | $39.95万 | 0.07% | 2,726 | 169 | 6.6% | $2.48万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $40.77万 | 0.07% | 1,560 | 3 | 0.2% | $784 | 加仓 |
| VBK | VANGUARD INDEX FDS | $40.99万 | 0.07% | 1,121 | 16 | 1.4% | $5,851 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.67万 | 0.07% | 4,976 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $43.48万 | 0.07% | 5,295 | -255 | -4.6% | -$2.09万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.77万 | 0.07% | 2,620 | 2,620 | — | $44.77万 | 新建仓 |
| AVGO | BROADCOM INC | $45.70万 | 0.07% | 1,210 | -454 | -27.3% | -$17.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.65万 | 0.08% | 3,998 | -106 | -2.6% | -$1.24万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $46.69万 | 0.08% | 19,717 | 29 | 0.1% | $687 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $47.23万 | 0.08% | 954 | 954 | — | $47.23万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.98万 | 0.08% | 826 | 826 | — | $47.98万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $48.25万 | 0.08% | 1,474 | 91 | 6.6% | $2.98万 | 加仓 |
| SO | SOUTHERN CO | $50.69万 | 0.08% | 5,296 | 304 | 6.1% | $2.91万 | 加仓 |
| APPN | APPIAN CORP | $51.01万 | 0.08% | 22,273 | -2,260 | -9.2% | -$5.18万 | 减仓 |
| CAT | CATERPILLAR INC | $53.67万 | 0.09% | 504 | 47 | 10.3% | $5.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $55.66万 | 0.09% | 3,923 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $55.78万 | 0.09% | 4,749 | -965 | -16.9% | -$11.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $56.04万 | 0.09% | 599 | 1 | 0.2% | $936 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $57.95万 | 0.09% | 502 | 502 | — | $57.95万 | 新建仓 |
| LQD | ISHARES TR | $58.08万 | 0.09% | 5,325 | -114 | -2.1% | -$1.24万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $58.83万 | 0.10% | 3,088 | 1 | 0.0% | $190 | 加仓 |
| WMT | WALMART INC | $60.83万 | 0.10% | 5,371 | 802 | 17.6% | $9.08万 | 加仓 |
| TSLA | TESLA INC | $60.90万 | 0.10% | 1,448 | 39 | 2.8% | $1.64万 | 加仓 |
| META | META PLATFORMS INC | $61.23万 | 0.10% | 1,087 | 68 | 6.7% | $3.83万 | 加仓 |
| V | VISA INC | $61.91万 | 0.10% | 1,804 | 139 | 8.3% | $4.77万 | 加仓 |
| VGT | VANGUARD WORLD FD | $62.74万 | 0.10% | 5,249 | -1,623 | -23.6% | -$19.40万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $64.68万 | 0.11% | 18,581 | -242 | -1.3% | -$8,424 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.55万 | 0.11% | 904 | -9 | -1.0% | -$6,626 | 减仓 |
| DVY | ISHARES TR | $69.34万 | 0.11% | 4,436 | 74 | 1.7% | $1.16万 | 加仓 |
| IGSB | ISHARES TR | $72.83万 | 0.12% | 13,895 | 2 | 0.0% | $105 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $74.91万 | 0.12% | 7,628 | -146 | -1.9% | -$1.43万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $84.05万 | 0.14% | 33,273 | -234 | -0.7% | -$5,911 | 减仓 |
| EEM | ISHARES TR | $85.74万 | 0.14% | 12,534 | -72 | -0.6% | -$4,925 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.27万 | 0.14% | 1,764 | -307 | -14.8% | -$15.36万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $92.38万 | 0.15% | 25,476 | 1,238 | 5.1% | $4.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $94.57万 | 0.15% | 3,891 | 76 | 2.0% | $1.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $103.35万 | 0.17% | 1,383 | 85 | 6.5% | $6.35万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $109.00万 | 0.18% | 22,623 | -1,829 | -7.5% | -$8.81万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $114.90万 | 0.19% | 38,286 | -2,509 | -6.2% | -$7.53万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $119.54万 | 0.20% | 35,908 | 1,314 | 3.8% | $4.37万 | 加仓 |
| SHV | ISHARES TR | $122.86万 | 0.20% | 11,133 | -773 | -6.5% | -$8.53万 | 减仓 |
| EFV | ISHARES TR | $125.06万 | 0.20% | 16,337 | 213 | 1.3% | $1.63万 | 加仓 |
| — | EXXON MOBIL CORP | $128.51万 | 0.21% | 9,399 | -374 | -3.8% | -$5.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $133.95万 | 0.22% | 3,928 | -7 | -0.2% | -$2,387 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $142.87万 | 0.23% | 39,542 | -369 | -0.9% | -$1.33万 | 减仓 |
| IVE | ISHARES TR | $149.86万 | 0.24% | 6,600 | -22 | -0.3% | -$4,995 | 减仓 |
| AGG | ISHARES TR | $153.24万 | 0.25% | 15,482 | -189 | -1.2% | -$1.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $156.11万 | 0.25% | 56,358 | 3,563 | 6.7% | $9.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $156.76万 | 0.26% | 54,129 | -791 | -1.4% | -$2.29万 | 减仓 |
| RTX | RTX CORPORATION | $162.47万 | 0.27% | 8,563 | 699 | 8.9% | $13.26万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $169.65万 | 0.28% | 35,256 | -247 | -0.7% | -$1.19万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $170.17万 | 0.28% | 19,905 | -22 | -0.1% | -$1,881 | 减仓 |
| SPTI | SPDR SERIES TRUST | $176.77万 | 0.29% | 62,265 | 62,265 | — | $176.77万 | 新建仓 |
| IWM | ISHARES TR | $186.70万 | 0.30% | 6,214 | 24 | 0.4% | $7,211 | 加仓 |