Discipline Wealth Solutions, LLC
GREENVILLE SC · SEC CIK 0002010507
$9.50亿2026Q1 申报市值
192持仓数
46.0%前十大占比 · 第一大 9.5%
31 / 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
VBR 加仓+$3,265.85万
DIMENSIONAL ETF 加仓+$2,849.63万
HCMT 加仓+$2,796.25万
VB 加仓+$2,394.19万
AGG 加仓+$2,318.87万
2026Q1 卖出最多 按季末市值估算
GLTR 减仓-$104.39万
PROSHARES TR 减仓-$88.43万
SSO 减仓-$59.74万
SPYI 减仓-$38.57万
SSUS 减仓-$36.75万
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 |
|---|---|---|---|---|---|---|---|---|
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNA | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UDOW | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOS | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -2,022 | -100.0% | -$20.03万 | 清仓 |
| MNKD | MANNKIND CORP | $4.48万 | 0.00% | 18,293 | 18,293 | — | $4.48万 | 新建仓 |
| IUSV | ISHARES TR | $20.45万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.47万 | 0.02% | 1,647 | 1,647 | — | $20.47万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $20.71万 | 0.02% | 4,618 | -2,710 | -37.0% | -$12.15万 | 减仓 |
| SMH | VANECK ETF TRUST | $20.82万 | 0.02% | 543 | 543 | — | $20.82万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.63万 | 0.02% | 1,141 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $21.69万 | 0.02% | 2,469 | 2,469 | — | $21.69万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.73万 | 0.02% | 7,461 | 7,461 | — | $21.73万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $22.40万 | 0.02% | 2,377 | -1,538 | -39.3% | -$14.49万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $22.42万 | 0.02% | 908 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $22.73万 | 0.02% | 1,958 | 31 | 1.6% | $3,599 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.80万 | 0.02% | 4,542 | 4,542 | — | $22.80万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $22.95万 | 0.02% | 2,344 | -179 | -7.1% | -$1.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.24万 | 0.02% | 1,609 | 7 | 0.4% | $1,011 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $23.65万 | 0.02% | 600 | 600 | — | $23.65万 | 新建仓 |
| META | META PLATFORMS INC | $23.69万 | 0.02% | 414 | 71 | 20.7% | $4.06万 | 加仓 |
| DTM | DT MIDSTREAM INC | $23.93万 | 0.03% | 1,777 | 1,777 | — | $23.93万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $24.11万 | 0.03% | 1,491 | 37 | 2.5% | $5,984 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $24.48万 | 0.03% | 6,856 | 6,856 | — | $24.48万 | 新建仓 |
| PLD | PROLOGIS INC. | $24.49万 | 0.03% | 1,853 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.67万 | 0.03% | 1,038 | -391 | -27.4% | -$9.29万 | 减仓 |
| AIQ | GLOBAL X FDS | $24.74万 | 0.03% | 5,302 | 200 | 3.9% | $9,334 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $25.00万 | 0.03% | 1,261 | 81 | 6.9% | $1.61万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $25.14万 | 0.03% | 5,494 | 1,040 | 23.3% | $4.76万 | 加仓 |
| FAST | FASTENAL CO | $25.30万 | 0.03% | 5,452 | 5,452 | — | $25.30万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.32万 | 0.03% | 1,036 | 61 | 6.3% | $1.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.54万 | 0.03% | 2,750 | 28 | 1.0% | $2,601 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.69万 | 0.03% | 1,962 | 88 | 4.7% | $1.15万 | 加仓 |
| ATMP | BARCLAYS BANK PLC | $27.19万 | 0.03% | 7,903 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.25万 | 0.03% | 1,317 | -27 | -2.0% | -$5,586 | 减仓 |
| AVGO | BROADCOM INC | $27.36万 | 0.03% | 884 | 167 | 23.3% | $5.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.41万 | 0.03% | 1,131 | 273 | 31.8% | $6.62万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $27.79万 | 0.03% | 4,603 | 1,221 | 36.1% | $7.37万 | 加仓 |
| CTAS | CINTAS CORP | $28.14万 | 0.03% | 1,664 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $28.39万 | 0.03% | 8,005 | 8,005 | — | $28.39万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.49万 | 0.03% | 5,630 | 1,159 | 25.9% | $5.87万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $28.58万 | 0.03% | 3,760 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $28.88万 | 0.03% | 6,400 | 6,400 | — | $28.88万 | 新建仓 |
| — | PROSHARES TR | $28.91万 | 0.03% | 5,554 | -4,768 | -46.2% | -$24.82万 | 减仓 |
| NUE | NUCOR CORP | $29.44万 | 0.03% | 1,741 | 1,741 | — | $29.44万 | 新建仓 |
| DEM | WISDOMTREE TR | $29.50万 | 0.03% | 5,937 | -148 | -2.4% | -$7,354 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $29.89万 | 0.03% | 1,482 | 3 | 0.2% | $605 | 加仓 |
| RTX | RTX CORPORATION | $30.42万 | 0.03% | 1,577 | 179 | 12.8% | $3.45万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $30.83万 | 0.03% | 2,873 | 50 | 1.8% | $5,365 | 加仓 |
| MS | MORGAN STANLEY | $30.83万 | 0.03% | 1,874 | 1,874 | — | $30.83万 | 新建仓 |
| CAT | CATERPILLAR INC | $31.76万 | 0.03% | 448 | -1 | -0.2% | -$709 | 减仓 |
| WFC | WELLS FARGO & CO | $32.23万 | 0.03% | 4,048 | 0 | 0.0% | — | 不变 |
| WTMF | WISDOMTREE TR | $32.75万 | 0.03% | 8,252 | -3,662 | -30.7% | -$14.53万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $33.39万 | 0.04% | 7,906 | -1,695 | -17.7% | -$7.16万 | 减仓 |
| IAUM | ISHARES GOLD TR | $33.47万 | 0.04% | 7,168 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $33.52万 | 0.04% | 30,418 | -15,071 | -33.1% | -$16.61万 | 减仓 |
| — | PROSHARES TR | $33.87万 | 0.04% | 4,320 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $34.03万 | 0.04% | 1,641 | 1,641 | — | $34.03万 | 新建仓 |
| VTR | VENTAS INC | $34.62万 | 0.04% | 4,233 | 4,233 | — | $34.62万 | 新建仓 |
| HD | HOME DEPOT INC | $34.78万 | 0.04% | 1,058 | 328 | 44.9% | $10.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.84万 | 0.04% | 5,579 | 1,359 | 32.2% | $8.49万 | 加仓 |
| OKE | ONEOK INC NEW | $34.88万 | 0.04% | 3,859 | 3,859 | — | $34.88万 | 新建仓 |
| DOL | WISDOMTREE TR | $35.67万 | 0.04% | 5,246 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $36.25万 | 0.04% | 2,878 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $36.36万 | 0.04% | 6,966 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $37.16万 | 0.04% | 29,029 | -14,189 | -32.8% | -$18.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.72万 | 0.04% | 1,394 | -22 | -1.6% | -$5,953 | 减仓 |
| WELL | WELLTOWER INC | $37.96万 | 0.04% | 1,920 | -11 | -0.6% | -$2,175 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $40.05万 | 0.04% | 7,214 | -4,189 | -36.7% | -$23.26万 | 减仓 |
| CB | CHUBB LTD SWITZ | $40.22万 | 0.04% | 1,234 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.54万 | 0.04% | 846 | 846 | — | $40.54万 | 新建仓 |
| PEP | PEPSICO INC | $41.41万 | 0.04% | 2,667 | 2,667 | — | $41.41万 | 新建仓 |
| — | PUTNAM ETF TRUST | $42.49万 | 0.04% | 15,408 | -8,309 | -35.0% | -$22.92万 | 减仓 |
| SCZ | ISHARES TR | $42.98万 | 0.05% | 5,481 | 126 | 2.4% | $9,879 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $43.56万 | 0.05% | 16,034 | -32 | -0.2% | -$869 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $43.62万 | 0.05% | 9,505 | 883 | 10.2% | $4.05万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $43.71万 | 0.05% | 19,011 | 19,011 | — | $43.71万 | 新建仓 |
| — | EXXON MOBIL CORP | $44.52万 | 0.05% | 2,624 | 130 | 5.2% | $2.21万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $45.29万 | 0.05% | 21,075 | 113 | 0.5% | $2,428 | 加仓 |
| — | VANECK ETF TRUST | $45.45万 | 0.05% | 18,969 | 18,969 | — | $45.45万 | 新建仓 |
| O | REALTY INCOME CORP | $45.57万 | 0.05% | 7,449 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $45.71万 | 0.05% | 2,102 | 10 | 0.5% | $2,174 | 加仓 |
| EEM | ISHARES TR | $46.63万 | 0.05% | 8,212 | 187 | 2.3% | $1.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $47.54万 | 0.05% | 681 | 313 | 85.1% | $21.85万 | 加仓 |
| — | ELECTRONIC ARTS INC | $48.26万 | 0.05% | 2,367 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $48.99万 | 0.05% | 3,925 | 1,750 | 80.5% | $21.84万 | 加仓 |
| MPC | MARATHON PETE CORP | $49.97万 | 0.05% | 2,046 | 2,046 | — | $49.97万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $50.75万 | 0.05% | 7,514 | 7,514 | — | $50.75万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $50.77万 | 0.05% | 1,016 | 10 | 1.0% | $4,997 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $50.91万 | 0.05% | 10,627 | 10,627 | — | $50.91万 | 新建仓 |
| TSLA | TESLA INC | $51.63万 | 0.05% | 1,389 | 177 | 14.6% | $6.58万 | 加仓 |
| LLY | ELI LILLY & CO | $51.88万 | 0.05% | 564 | 10 | 1.8% | $9,198 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $52.68万 | 0.06% | 5,355 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $52.87万 | 0.06% | 1,564 | 29 | 1.9% | $9,802 | 加仓 |
| VBK | VANGUARD INDEX FDS | $53.68万 | 0.06% | 1,776 | -213 | -10.7% | -$6.44万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $53.73万 | 0.06% | 35,025 | -19,675 | -36.0% | -$30.18万 | 减仓 |
| DTE | DTE ENERGY CO | $54.28万 | 0.06% | 3,712 | 1,520 | 69.3% | $22.23万 | 加仓 |
| TLTE | FLEXSHARES TR | $54.28万 | 0.06% | 8,077 | -26 | -0.3% | -$1,747 | 减仓 |