Discipline Wealth Solutions, LLC
GREENVILLE SC · SEC CIK 0002010507
$11.46亿2026Q2 申报市值
197持仓数
46.4%前十大占比 · 第一大 10.0%
14 / 15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
DIMENSIONAL ETF 加仓+$1,145.23万
VOO 加仓+$995.94万
VEA 加仓+$848.64万
BIV 加仓+$686.82万
VTI 加仓+$674.25万
2026Q2 卖出最多 按季末市值估算
QLD 减仓-$496.00万
SGOV 减仓-$223.04万
SPXL 减仓-$161.66万
STRATEGY SHS 清仓-$126.18万
DFIC 减仓-$112.64万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,897.17万 | 2.53% | 694,265 | -23,657 | -3.3% | -$98.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,162.88万 | 2.76% | 85,474 | 18,221 | 27.1% | $674.25万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,187.14万 | 2.78% | 658,093 | 58,330 | 9.7% | $282.49万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,555.11万 | 3.10% | 1,014,876 | 53,086 | 5.5% | $185.96万 | 加仓 |
| AGG | ISHARES TR | $3,745.60万 | 3.27% | 378,419 | -9,396 | -2.4% | -$93.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,428.56万 | 3.86% | 146,099 | 12,944 | 9.7% | $392.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,615.84万 | 4.03% | 647,837 | 119,108 | 22.5% | $848.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,775.99万 | 4.17% | 69,539 | 14,501 | 26.3% | $995.94万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $5,045.39万 | 4.40% | 1,203,003 | 145,020 | 13.7% | $608.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,026.06万 | 5.26% | 247,996 | 10,272 | 4.3% | $249.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $6,277.50万 | 5.48% | 818,448 | 89,546 | 12.3% | $686.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.15亿 | 10.03% | 2,591,864 | 258,168 | 11.1% | $1,145.23万 | 加仓 |