MB Generational Wealth, LLC
SPOKANE WA · SEC CIK 0002009056
$2.04亿2026Q2 申报市值
66持仓数
66.9%前十大占比 · 第一大 10.9%
2 / 2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
VTES 加仓+$144.12万
DIMENSIONAL ETF 加仓+$103.21万
DFNM 加仓+$92.53万
DFSD 加仓+$63.34万
DFCF 加仓+$45.43万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$163.73万
DIHP 减仓-$34.52万
AGG 清仓-$20.37万
QUAL 减仓-$17.88万
OEF 减仓-$13.46万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,052 | -100.0% | -$20.37万 | 清仓 |
| — | RED ROBIN GOURMET BURGERS IN | $0 | 0.00% | 0 | -20,100 | -100.0% | -$5.89万 | 清仓 |
| — | CLEANCORE SOLUTIONS INC | $2.38万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $20.27万 | 0.10% | 1,533 | -265 | -14.7% | -$3.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.57万 | 0.10% | 178 | 178 | — | $20.57万 | 新建仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $26.18万 | 0.13% | 22,994 | -1,850 | -7.4% | -$2.11万 | 减仓 |
| IJJ | ISHARES TR | $26.80万 | 0.13% | 1,814 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $27.49万 | 0.13% | 2,723 | 2,723 | — | $27.49万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $30.39万 | 0.15% | 6,008 | 50 | 0.8% | $2,529 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $31.28万 | 0.15% | 8,490 | -808 | -8.7% | -$2.98万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $31.84万 | 0.16% | 6,928 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $32.41万 | 0.16% | 7,206 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.74万 | 0.16% | 916 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $33.27万 | 0.16% | 6,603 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $33.38万 | 0.16% | 486 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $34.71万 | 0.17% | 4,445 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $34.87万 | 0.17% | 4,522 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $35.10万 | 0.17% | 6,550 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $36.50万 | 0.18% | 2,217,451 | 685,309 | 44.7% | $11.28万 | 加仓 |
| IVLU | ISHARES TR | $37.58万 | 0.18% | 8,985 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $39.62万 | 0.19% | 11,382 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $40.01万 | 0.20% | 1,086 | 77 | 7.6% | $2.84万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.40万 | 0.20% | 4,484 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.19万 | 0.23% | 5,635 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $50.80万 | 0.25% | 6,208 | -153 | -2.4% | -$1.25万 | 减仓 |
| EEMS | ISHARES INC | $58.02万 | 0.28% | 7,645 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $58.86万 | 0.29% | 12,121 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $70.25万 | 0.34% | 12,770 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $74.02万 | 0.36% | 25,552 | 808 | 3.3% | $2.34万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $77.79万 | 0.38% | 16,419 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $80.44万 | 0.39% | 15,535 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $83.85万 | 0.41% | 15,522 | -92 | -0.6% | -$4,970 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $86.68万 | 0.43% | 24,744 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $92.30万 | 0.45% | 18,883 | -861 | -4.4% | -$4.21万 | 减仓 |
| IWM | ISHARES TR | $106.48万 | 0.52% | 3,544 | 273 | 8.3% | $8.20万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $112.96万 | 0.55% | 7,961 | -462 | -5.5% | -$6.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $118.21万 | 0.58% | 16,911 | -219 | -1.3% | -$1.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $123.50万 | 0.61% | 5,667 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $128.08万 | 0.63% | 6,410 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $136.02万 | 0.67% | 16,533 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $146.64万 | 0.72% | 53,093 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $157.76万 | 0.77% | 19,748 | -43 | -0.2% | -$3,435 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $168.48万 | 0.83% | 37,356 | -1,124 | -2.9% | -$5.07万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $182.44万 | 0.89% | 35,928 | 7,281 | 25.4% | $36.97万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $186.21万 | 0.91% | 18,380 | 14,226 | 342.5% | $144.12万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $196.80万 | 0.97% | 20,396 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $202.60万 | 0.99% | 5,475 | -327 | -5.6% | -$12.10万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $208.82万 | 1.02% | 56,043 | 5,423 | 10.7% | $20.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $229.89万 | 1.13% | 9,461 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $240.59万 | 1.18% | 46,544 | 1,560 | 3.5% | $8.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $267.43万 | 1.31% | 68,944 | 4,293 | 6.6% | $16.65万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $272.08万 | 1.33% | 65,950 | 10,875 | 19.7% | $44.86万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $294.92万 | 1.45% | 35,623 | 1,965 | 5.8% | $16.27万 | 加仓 |
| IVV | ISHARES TR | $316.56万 | 1.55% | 4,227 | -44 | -1.0% | -$3.30万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $333.00万 | 1.63% | 78,892 | 10,763 | 15.8% | $45.43万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $358.57万 | 1.76% | 75,093 | 13,264 | 21.5% | $63.34万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $367.04万 | 1.80% | 75,937 | 19,144 | 33.7% | $92.53万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $471.93万 | 2.31% | 71,940 | 543 | 0.8% | $3.56万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $506.43万 | 2.48% | 108,607 | 3,647 | 3.5% | $17.01万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $654.53万 | 3.21% | 191,803 | -10,117 | -5.0% | -$34.52万 | 减仓 |
| ISCV | ISHARES TR | $680.35万 | 3.34% | 86,870 | -1,145 | -1.3% | -$8.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,118.61万 | 5.49% | 252,167 | 23,267 | 10.2% | $103.21万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,153.01万 | 5.65% | 126,413 | -580 | -0.5% | -$5.29万 | 减仓 |
| OEF | ISHARES TR | $1,664.45万 | 8.16% | 45,493 | -368 | -0.8% | -$13.46万 | 减仓 |
| QUAL | ISHARES TR | $1,771.98万 | 8.69% | 80,754 | -815 | -1.0% | -$17.88万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,783.14万 | 8.75% | 444,342 | 3,499 | 0.8% | $14.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,081.16万 | 10.21% | 498,720 | -39,236 | -7.3% | -$163.73万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,220.83万 | 10.89% | 178,008 | 850 | 0.5% | $10.60万 | 加仓 |