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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $32.38万 | 0.06% | 457 | 72 | 18.7% | $5.10万 | 加仓 |
| MCD | MCDONALDS CORP | $31.96万 | 0.06% | 1,028 | 114 | 12.5% | $3.54万 | 加仓 |
| TFC | TRUIST FINL CORP | $31.46万 | 0.06% | 6,843 | -17 | -0.2% | -$781 | 减仓 |
| ABBV | ABBVIE INC | $30.56万 | 0.06% | 1,405 | 1 | 0.1% | $218 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.85万 | 0.06% | 3,766 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $29.81万 | 0.06% | 4,041 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $29.11万 | 0.06% | 2,272 | 2,272 | — | $29.11万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $28.96万 | 0.06% | 3,290 | 345 | 11.7% | $3.04万 | 加仓 |
| GE | GE AEROSPACE | $28.22万 | 0.05% | 994 | 61 | 6.5% | $1.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.53万 | 0.05% | 1,330 | 1,330 | — | $27.53万 | 新建仓 |
| TLT | ISHARES TR | $27.19万 | 0.05% | 3,137 | 5 | 0.2% | $433 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.01万 | 0.05% | 799 | 799 | — | $27.01万 | 新建仓 |
| IEFA | ISHARES TR | $26.54万 | 0.05% | 2,932 | 462 | 18.7% | $4.18万 | 加仓 |
| EFG | ISHARES TR | $26.45万 | 0.05% | 2,375 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.43万 | 0.05% | 2,417 | -100 | -4.0% | -$1.09万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.94万 | 0.05% | 2,793 | 2,793 | — | $25.94万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.49万 | 0.05% | 2,645 | 423 | 19.0% | $4.08万 | 加仓 |
| GEV | GE VERNOVA INC | $25.49万 | 0.05% | 292 | 292 | — | $25.49万 | 新建仓 |
| EFA | ISHARES TR | $25.49万 | 0.05% | 2,624 | 20 | 0.8% | $1,943 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.31万 | 0.05% | 8,689 | 155 | 1.8% | $4,515 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.10万 | 0.05% | 1,027 | 1,027 | — | $25.10万 | 新建仓 |
| MUB | ISHARES TR | $25.09万 | 0.05% | 2,363 | 5 | 0.2% | $531 | 加仓 |
| NFLX | NETFLIX INC. | $24.82万 | 0.05% | 2,581 | -200 | -7.2% | -$1.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.69万 | 0.05% | 1,709 | 268 | 18.6% | $3.87万 | 加仓 |
| D | DOMINION ENERGY INC | $24.15万 | 0.05% | 3,906 | 3,906 | — | $24.15万 | 新建仓 |
| BX | BLACKSTONE INC | $23.63万 | 0.04% | 2,055 | -74 | -3.5% | -$8,509 | 减仓 |
| LLY | ELI LILLY & CO | $23.05万 | 0.04% | 251 | 50 | 24.9% | $4.59万 | 加仓 |
| — | HONEYWELL INTL INC | $22.97万 | 0.04% | 1,016 | 1,016 | — | $22.97万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $21.94万 | 0.04% | 6,145 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $21.48万 | 0.04% | 4,653 | -123 | -2.6% | -$5,678 | 减仓 |
| BAC | BANK AMERICA CORP | $21.46万 | 0.04% | 4,402 | 4,402 | — | $21.46万 | 新建仓 |
| HD | HOME DEPOT INC | $21.18万 | 0.04% | 644 | 644 | — | $21.18万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.86万 | 0.04% | 698 | 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 |
| IWR | ISHARES TR | $20.70万 | 0.04% | 2,129 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $20.62万 | 0.04% | 4,267 | 4,267 | — | $20.62万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.46万 | 0.04% | 3,785 | 3,785 | — | $20.46万 | 新建仓 |
| IAU | ISHARES GOLD TR | $20.01万 | 0.04% | 2,270 | 2,270 | — | $20.01万 | 新建仓 |
| 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 |