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 | $1.15亿 | 10.03% | 2,591,864 | 258,168 | 11.1% | $1,145.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $6,277.50万 | 5.48% | 818,448 | 89,546 | 12.3% | $686.82万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,026.06万 | 5.26% | 247,996 | 10,272 | 4.3% | $249.60万 | 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 |
| VOO | VANGUARD INDEX FDS | $4,775.99万 | 4.17% | 69,539 | 14,501 | 26.3% | $995.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,615.84万 | 4.03% | 647,837 | 119,108 | 22.5% | $848.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,428.56万 | 3.86% | 146,099 | 12,944 | 9.7% | $392.36万 | 加仓 |
| AGG | ISHARES TR | $3,745.60万 | 3.27% | 378,419 | -9,396 | -2.4% | -$93.00万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,555.11万 | 3.10% | 1,014,876 | 53,086 | 5.5% | $185.96万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,187.14万 | 2.78% | 658,093 | 58,330 | 9.7% | $282.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,162.88万 | 2.76% | 85,474 | 18,221 | 27.1% | $674.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,897.17万 | 2.53% | 694,265 | -23,657 | -3.3% | -$98.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,802.63万 | 2.45% | 128,602 | 27,190 | 26.8% | $592.55万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,703.82万 | 2.36% | 725,663 | -30,230 | -4.0% | -$112.64万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,411.57万 | 2.10% | 309,533 | 14,109 | 4.8% | $109.92万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,247.69万 | 1.96% | 553,073 | 80,204 | 17.0% | $325.95万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,012.22万 | 1.76% | 195,266 | 3,746 | 2.0% | $38.60万 | 加仓 |
| IGSB | ISHARES TR | $1,905.78万 | 1.66% | 363,629 | 21,107 | 6.2% | $110.62万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $1,637.69万 | 1.43% | 191,319 | 35,160 | 22.5% | $300.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,629.40万 | 1.42% | 279,966 | -1,118 | -0.4% | -$6.51万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,504.93万 | 1.31% | 179,693 | 40,257 | 28.9% | $337.15万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $1,450.27万 | 1.27% | 227,458 | 47,913 | 26.7% | $305.49万 | 加仓 |
| STIP | ISHARES TR | $1,344.87万 | 1.17% | 131,643 | 11,505 | 9.6% | $117.54万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,337.18万 | 1.17% | 280,039 | 14,829 | 5.6% | $70.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,253.53万 | 1.09% | 129,993 | 30,587 | 30.8% | $294.95万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1,209.49万 | 1.06% | 104,546 | 21,678 | 26.2% | $250.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,178.65万 | 1.03% | 137,869 | 22,975 | 20.0% | $196.41万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,138.25万 | 0.99% | 73,774 | 17,170 | 30.3% | $264.91万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,111.58万 | 0.97% | 325,737 | -10,380 | -3.1% | -$35.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,109.09万 | 0.97% | 134,696 | 21,129 | 18.6% | $173.98万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,075.82万 | 0.94% | 121,506 | 27,187 | 28.8% | $240.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,051.66万 | 0.92% | 271,116 | 50,298 | 22.8% | $195.11万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,007.08万 | 0.88% | 137,185 | 45,313 | 49.3% | $332.64万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $912.34万 | 0.80% | 226,893 | -8,440 | -3.6% | -$33.94万 | 减仓 |
| AAPL | APPLE INC | $843.84万 | 0.74% | 29,162 | 687 | 2.4% | $19.88万 | 加仓 |
| IAGG | ISHARES TR | $831.52万 | 0.73% | 164,332 | 10,829 | 7.1% | $54.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $825.91万 | 0.72% | 138,366 | 34,461 | 33.2% | $205.70万 | 加仓 |
| CWB | SPDR SERIES TRUST | $784.52万 | 0.68% | 72,762 | -7,032 | -8.8% | -$75.82万 | 减仓 |
| DGS | WISDOMTREE TR | $764.62万 | 0.67% | 118,161 | -4,153 | -3.4% | -$26.87万 | 减仓 |
| QLD | PROSHARES TR | $688.08万 | 0.60% | 71,112 | -51,261 | -41.9% | -$496.00万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $663.11万 | 0.58% | 220,084 | 4,961 | 2.3% | $14.95万 | 加仓 |
| IAU | ISHARES GOLD TR | $576.06万 | 0.50% | 76,289 | -967 | -1.3% | -$7.30万 | 减仓 |
| TQQQ | PROSHARES TR | $552.40万 | 0.48% | 68,198 | -11,443 | -14.4% | -$92.69万 | 减仓 |
| IVV | ISHARES TR | $508.79万 | 0.44% | 6,794 | 123 | 1.8% | $9.21万 | 加仓 |
| — | PROSHARES TR | $496.11万 | 0.43% | 67,800 | 11,108 | 19.6% | $81.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $426.52万 | 0.37% | 21,317 | 409 | 2.0% | $8.18万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $386.51万 | 0.34% | 76,949 | 21,183 | 38.0% | $106.40万 | 加仓 |
| GLD | SPDR GOLD TR | $385.90万 | 0.34% | 10,476 | 1,072 | 11.4% | $39.49万 | 加仓 |
| ITOT | ISHARES TR | $363.90万 | 0.32% | 22,153 | 474 | 2.2% | $7.79万 | 加仓 |
| SSUS | STRATEGY SHS | $353.63万 | 0.31% | 63,936 | 1,903 | 3.1% | $10.53万 | 加仓 |
| AMZN | AMAZON COM INC | $352.59万 | 0.31% | 14,794 | 122 | 0.8% | $2.91万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $340.64万 | 0.30% | 43,103 | 13,564 | 45.9% | $107.20万 | 加仓 |
| SHY | ISHARES TR | $324.82万 | 0.28% | 39,560 | -617 | -1.5% | -$5.07万 | 减仓 |
| SGOV | ISHARES TR | $324.07万 | 0.28% | 32,192 | -22,156 | -40.8% | -$223.04万 | 减仓 |
| BIL | SPDR SERIES TRUST | $298.26万 | 0.26% | 32,547 | 1,755 | 5.7% | $16.08万 | 加仓 |
| TILT | FLEXSHARES TR | $292.90万 | 0.26% | 10,610 | -248 | -2.3% | -$6.85万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $269.55万 | 0.24% | 10,107 | -520 | -4.9% | -$13.87万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $260.86万 | 0.23% | 14,400 | 318 | 2.3% | $5.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $238.56万 | 0.21% | 19,960 | 14,512 | 266.4% | $173.45万 | 加仓 |
| ZECP | ZACKS TRUST | $234.91万 | 0.20% | 62,244 | 2,211 | 3.7% | $8.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $222.26万 | 0.19% | 9,393 | -102 | -1.1% | -$2.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $220.22万 | 0.19% | 5,904 | 102 | 1.8% | $3.80万 | 加仓 |
| SSO | PROSHARES TR | $202.79万 | 0.18% | 30,097 | 15,027 | 99.7% | $101.25万 | 加仓 |
| SLV | ISHARES SILVER TR | $201.85万 | 0.18% | 37,750 | 2,772 | 7.9% | $14.82万 | 加仓 |
| TLTD | FLEXSHARES TR | $198.21万 | 0.17% | 20,210 | -2,311 | -10.3% | -$22.66万 | 减仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $196.43万 | 0.17% | 7,999 | 7,999 | — | $196.43万 | 新建仓 |
| IVE | ISHARES TR | $186.22万 | 0.16% | 8,202 | -210 | -2.5% | -$4.77万 | 减仓 |
| GOOGL | ALPHABET INC | $174.23万 | 0.15% | 4,875 | 78 | 1.6% | $2.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $173.62万 | 0.15% | 5,304 | 206 | 4.0% | $6.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $164.40万 | 0.14% | 2,232 | -498 | -18.2% | -$36.68万 | 减仓 |
| EFV | ISHARES TR | $163.53万 | 0.14% | 21,362 | -193 | -0.9% | -$1.48万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $159.58万 | 0.14% | 5,896 | -5,973 | -50.3% | -$161.66万 | 减仓 |
| MRK | MERCK & CO INC | $154.65万 | 0.13% | 12,035 | 522 | 4.5% | $6.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $153.69万 | 0.13% | 26,058 | -219 | -0.8% | -$1.29万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $139.22万 | 0.12% | 46,145 | 14,644 | 46.5% | $44.18万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $138.69万 | 0.12% | 8,836 | 1,846 | 26.4% | $28.97万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $133.59万 | 0.12% | 56,200 | 56,200 | — | $133.59万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $113.84万 | 0.10% | 19,826 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $112.18万 | 0.10% | 3,175 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION SHARES ETF TRUST | $105.59万 | 0.09% | 14,058 | -1,534 | -9.8% | -$11.52万 | 重新持有 |
| RZV | INVESCO EXCHANGE TRADED FD T | $103.99万 | 0.09% | 6,976 | -173 | -2.4% | -$2.58万 | 减仓 |
| IWC | ISHARES TR | $103.97万 | 0.09% | 5,197 | -86 | -1.6% | -$1.72万 | 减仓 |
| UPRO | PROSHARES TR | $100.20万 | 0.09% | 7,067 | 893 | 14.5% | $12.66万 | 重新持有 |
| V | VISA INC | $95.70万 | 0.08% | 2,789 | 117 | 4.4% | $4.01万 | 加仓 |
| EFA | ISHARES TR | $93.03万 | 0.08% | 8,956 | -242 | -2.6% | -$2.51万 | 减仓 |
| UDOW | PROSHARES TR | $90.58万 | 0.08% | 12,923 | 2,946 | 29.5% | $20.65万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $90.25万 | 0.08% | 12,893 | 5,379 | 71.6% | $37.65万 | 加仓 |
| BSVO | EA SERIES TRUST | $89.11万 | 0.08% | 30,529 | -1,051 | -3.3% | -$3.07万 | 减仓 |
| SPYI | NEOS ETF TRUST | $87.38万 | 0.08% | 16,459 | 3,307 | 25.1% | $17.56万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $85.50万 | 0.07% | 20,226 | 20,226 | — | $85.50万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $85.01万 | 0.07% | 9,869 | -61 | -0.6% | -$5,255 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $84.51万 | 0.07% | 25,387 | 7,712 | 43.6% | $25.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.32万 | 0.07% | 1,129 | -786 | -41.0% | -$58.71万 | 减仓 |
| DE | DEERE & CO | $83.75万 | 0.07% | 1,320 | 4 | 0.3% | $2,538 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $82.38万 | 0.07% | 15,248 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN | $81.12万 | 0.07% | 16,906 | 505 | 3.1% | $2.42万 | 加仓 |
| DLS | WISDOMTREE TR | $80.98万 | 0.07% | 9,664 | -153 | -1.6% | -$1.28万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $78.88万 | 0.07% | 13,629 | 13,629 | — | $78.88万 | 新建仓 |
| IDEV | ISHARES TR | $78.72万 | 0.07% | 8,844 | -123 | -1.4% | -$1.09万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $78.10万 | 0.07% | 41,386 | 5,464 | 15.2% | $10.31万 | 加仓 |