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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $44.77万 | 0.07% | 2,620 | 2,620 | — | $44.77万 | 新建仓 |
| SHY | ISHARES TR | $43.48万 | 0.07% | 5,295 | -255 | -4.6% | -$2.09万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.67万 | 0.07% | 4,976 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $40.99万 | 0.07% | 1,121 | 16 | 1.4% | $5,851 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $40.77万 | 0.07% | 1,560 | 3 | 0.2% | $784 | 加仓 |
| ORCL | ORACLE CORP | $39.95万 | 0.07% | 2,726 | 169 | 6.6% | $2.48万 | 加仓 |
| ABBV | ABBVIE INC | $38.30万 | 0.06% | 1,522 | 117 | 8.3% | $2.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.14万 | 0.06% | 799 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.63万 | 0.06% | 980 | -14 | -1.4% | -$5,233 | 减仓 |
| BIL | SPDR SERIES TRUST | $36.33万 | 0.06% | 3,964 | 3,964 | — | $36.33万 | 新建仓 |
| LLY | ELI LILLY & CO | $35.22万 | 0.06% | 294 | 43 | 17.1% | $5.15万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $35.22万 | 0.06% | 3,554 | 264 | 8.0% | $2.62万 | 加仓 |
| GEV | GE VERNOVA INC | $34.66万 | 0.06% | 295 | 3 | 1.0% | $3,525 | 加仓 |
| IEFA | ISHARES TR | $34.02万 | 0.06% | 3,522 | 590 | 20.1% | $5.70万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $33.65万 | 0.05% | 4,065 | 24 | 0.6% | $1,987 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.39万 | 0.05% | 12,762 | -3,730 | -22.6% | -$9.76万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $32.52万 | 0.05% | 2,417 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $31.25万 | 0.05% | 9,234 | 545 | 6.3% | $1.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.64万 | 0.05% | 3,877 | 111 | 2.9% | $8,772 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.50万 | 0.05% | 5,109 | 1,324 | 35.0% | $7.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $30.38万 | 0.05% | 701 | 701 | — | $30.38万 | 新建仓 |
| EFG | ISHARES TR | $29.18万 | 0.05% | 2,345 | -30 | -1.3% | -$3,733 | 减仓 |
| EFA | ISHARES TR | $27.04万 | 0.04% | 2,603 | -21 | -0.8% | -$2,181 | 减仓 |
| TLT | ISHARES TR | $26.98万 | 0.04% | 3,122 | -15 | -0.5% | -$1,296 | 减仓 |
| IWP | ISHARES TR | $26.91万 | 0.04% | 1,838 | -434 | -19.1% | -$6.35万 | 减仓 |
| D | DOMINION ENERGY INC | $26.76万 | 0.04% | 3,919 | 13 | 0.3% | $888 | 加仓 |
| HSY | HERSHEY CO | $26.30万 | 0.04% | 1,499 | 1,499 | — | $26.30万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.80万 | 0.04% | 1,016 | -11 | -1.1% | -$2,794 | 减仓 |
| MUB | ISHARES TR | $25.52万 | 0.04% | 2,372 | 9 | 0.4% | $968 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.35万 | 0.04% | 2,888 | 95 | 3.4% | $8,338 | 加仓 |
| TFC | TRUIST FINL CORP | $24.95万 | 0.04% | 5,008 | -1,835 | -26.8% | -$9.14万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $24.61万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $24.30万 | 0.04% | 6,145 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.17万 | 0.04% | 1,947 | 1,478 | 315.1% | $18.35万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $24.14万 | 0.04% | 702 | 4 | 0.6% | $1,376 | 加仓 |
| MCD | MCDONALDS CORP | $24.10万 | 0.04% | 891 | -137 | -13.3% | -$3.71万 | 减仓 |
| IWR | ISHARES TR | $23.49万 | 0.04% | 2,129 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.36万 | 0.04% | 1,409 | 79 | 5.9% | $1.31万 | 加仓 |
| HD | HOME DEPOT INC | $22.25万 | 0.04% | 631 | -13 | -2.0% | -$4,585 | 减仓 |
| IYW | ISHARES TR | $22.20万 | 0.04% | 880 | 880 | — | $22.20万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.88万 | 0.04% | 3,064 | 483 | 18.7% | $3.45万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.64万 | 0.04% | 2,666 | 2,666 | — | $21.64万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.87万 | 0.03% | 1,423 | -286 | -16.7% | -$4.19万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $20.68万 | 0.03% | 3,507 | 3,507 | — | $20.68万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.64万 | 0.03% | 3,623 | -779 | -17.7% | -$4.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.34万 | 0.03% | 396 | 29 | 7.9% | $1.49万 | 重新持有 |
| DIS | DISNEY WALT CO | $20.02万 | 0.03% | 2,079 | -566 | -21.4% | -$5.45万 | 减仓 |
| 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 |