MB Generational Wealth, LLC
SPOKANE WA · SEC CIK 0002009056
$1.81亿2026Q1 申报市值
66持仓数
68.0%前十大占比 · 第一大 10.9%
1 / 2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
DIMENSIONAL ETF 加仓+$136.26万
DFNM 加仓+$77.30万
DFSD 加仓+$42.97万
DFCF 加仓+$40.84万
DFAW 加仓+$30.60万
2026Q1 卖出最多 按季末市值估算
GE 清仓-$704.27万
DIMENSIONAL ETF 减仓-$76.27万
IVV 减仓-$35.93万
VNQI 清仓-$23.87万
QUAL 减仓-$20.79万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -22,864 | -100.0% | -$704.27万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -5,207 | -100.0% | -$23.87万 | 清仓 |
| — | CLEANCORE SOLUTIONS INC | $1.03万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| — | RED ROBIN GOURMET BURGERS IN | $5.89万 | 0.03% | 20,100 | 20,100 | — | $5.89万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.19万 | 0.11% | 1,798 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $20.37万 | 0.11% | 2,052 | -949 | -31.6% | -$9.42万 | 减仓 |
| IJJ | ISHARES TR | $24.04万 | 0.13% | 1,814 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $25.66万 | 0.14% | 24,844 | 594 | 2.4% | $6,136 | 加仓 |
| GOOGL | ALPHABET INC | $26.34万 | 0.15% | 916 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.04万 | 0.16% | 486 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.72万 | 0.16% | 5,958 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $30.14万 | 0.17% | 6,603 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $30.54万 | 0.17% | 4,522 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $31.25万 | 0.17% | 7,206 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $31.59万 | 0.17% | 9,298 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $31.59万 | 0.17% | 6,928 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $32.50万 | 0.18% | 4,445 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $33.72万 | 0.19% | 4,484 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $34.36万 | 0.19% | 6,550 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $34.72万 | 0.19% | 11,382 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $35.65万 | 0.20% | 8,985 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $42.01万 | 0.23% | 4,154 | 1,032 | 33.1% | $10.44万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.32万 | 0.23% | 5,635 | 702 | 14.2% | $5.27万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $42.34万 | 0.23% | 6,361 | -347 | -5.2% | -$2.31万 | 减仓 |
| GLD | SPDR GOLD TR | $43.42万 | 0.24% | 1,009 | -186 | -15.6% | -$8.00万 | 减仓 |
| — | GOSSAMER BIO INC | $50.33万 | 0.28% | 1,532,142 | -73,307 | -4.6% | -$2.41万 | 减仓 |
| EEMS | ISHARES INC | $52.89万 | 0.29% | 7,645 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $56.19万 | 0.31% | 12,121 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $61.88万 | 0.34% | 12,770 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $65.77万 | 0.36% | 24,744 | 406 | 1.7% | $1.08万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $72.28万 | 0.40% | 16,419 | -4,321 | -20.8% | -$19.02万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $72.87万 | 0.40% | 15,535 | -328 | -2.1% | -$1.54万 | 减仓 |
| IWM | ISHARES TR | $81.12万 | 0.45% | 3,271 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $82.41万 | 0.46% | 15,614 | -146 | -0.9% | -$7,706 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $83.31万 | 0.46% | 24,744 | -323 | -1.3% | -$1.09万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $83.65万 | 0.46% | 19,744 | 1,347 | 7.3% | $5.71万 | 加仓 |
| VLUE | ISHARES TR | $91.14万 | 0.50% | 6,410 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $105.40万 | 0.58% | 8,423 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $106.98万 | 0.59% | 17,130 | -275 | -1.6% | -$1.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $111.19万 | 0.61% | 5,667 | -114 | -2.0% | -$2.24万 | 减仓 |
| SCZ | ISHARES TR | $129.64万 | 0.72% | 16,533 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $133.53万 | 0.74% | 53,093 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $145.27万 | 0.80% | 28,647 | 4,871 | 20.5% | $24.70万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $145.75万 | 0.81% | 19,791 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $163.16万 | 0.90% | 38,480 | 1,252 | 3.4% | $5.31万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $164.35万 | 0.91% | 20,396 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $179.85万 | 0.99% | 50,620 | 2,238 | 4.6% | $7.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.13万 | 1.03% | 5,802 | -565 | -8.9% | -$18.13万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $202.97万 | 1.12% | 44,984 | 4,748 | 11.8% | $21.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $205.54万 | 1.14% | 9,461 | 628 | 7.1% | $13.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $226.54万 | 1.25% | 64,651 | 5,362 | 9.0% | $18.79万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $229.77万 | 1.27% | 55,075 | 7,281 | 15.2% | $30.38万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $248.33万 | 1.37% | 33,658 | 4,147 | 14.1% | $30.60万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $272.21万 | 1.51% | 56,793 | 16,127 | 39.7% | $77.30万 | 加仓 |
| IVV | ISHARES TR | $278.99万 | 1.54% | 4,271 | -550 | -11.4% | -$35.93万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $287.64万 | 1.59% | 68,129 | 9,673 | 16.5% | $40.84万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $296.04万 | 1.64% | 61,829 | 8,975 | 17.0% | $42.97万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $428.24万 | 2.37% | 71,397 | 574 | 0.8% | $3.44万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $431.28万 | 2.38% | 104,960 | 5,796 | 5.8% | $23.82万 | 加仓 |
| ISCV | ISHARES TR | $611.79万 | 3.38% | 88,015 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $650.59万 | 3.60% | 201,920 | 154 | 0.1% | $4,962 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $889.51万 | 4.92% | 228,900 | 35,064 | 18.1% | $136.26万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,023.69万 | 5.66% | 126,993 | -42 | -0.0% | -$3,386 | 减仓 |
| OEF | ISHARES TR | $1,458.70万 | 8.07% | 45,861 | -436 | -0.9% | -$13.87万 | 减仓 |
| QUAL | ISHARES TR | $1,564.57万 | 8.65% | 81,569 | -1,084 | -1.3% | -$20.79万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,738.68万 | 9.61% | 440,843 | 4,644 | 1.1% | $18.32万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,957.07万 | 10.82% | 177,158 | 309 | 0.2% | $3.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,977.53万 | 10.94% | 537,956 | -20,748 | -3.7% | -$76.27万 | 减仓 |