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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,068.74万 | 9.55% | 2,333,696 | 733,307 | 45.8% | $2,849.63万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $5,625.67万 | 5.92% | 728,902 | 98,573 | 15.6% | $760.79万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,164.55万 | 5.44% | 237,724 | 150,327 | 172.0% | $3,265.85万 | 加仓 |
| AGG | ISHARES TR | $3,849.84万 | 4.05% | 387,815 | 233,592 | 151.5% | $2,318.87万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $3,723.04万 | 3.92% | 1,057,983 | 794,616 | 301.7% | $2,796.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,487.60万 | 3.67% | 133,155 | 91,409 | 219.0% | $2,394.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,388.09万 | 3.57% | 528,729 | 157,316 | 42.4% | $1,008.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,288.79万 | 3.46% | 55,038 | 29,740 | 117.6% | $1,777.11万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,238.35万 | 3.41% | 961,790 | 370,307 | 62.6% | $1,246.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,881.86万 | 3.03% | 599,763 | 64,924 | 12.1% | $311.96万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,685.69万 | 2.83% | 755,893 | 449,654 | 146.8% | $1,597.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,639.08万 | 2.78% | 717,922 | 424,158 | 144.4% | $1,559.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,316.42万 | 2.44% | 295,424 | 171,502 | 138.4% | $1,344.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,157.53万 | 2.27% | 67,253 | 56,952 | 552.9% | $1,827.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,989.70万 | 2.09% | 101,412 | 83,059 | 452.6% | $1,629.61万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,912.51万 | 2.01% | 191,520 | 74,592 | 63.8% | $744.87万 | 加仓 |
| IGSB | ISHARES TR | $1,800.30万 | 1.90% | 342,522 | 21,979 | 6.9% | $115.52万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,645.47万 | 1.73% | 281,084 | 177,879 | 172.4% | $1,041.30万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,633.76万 | 1.72% | 472,869 | 48,655 | 11.5% | $168.10万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,269.83万 | 1.34% | 265,210 | 42,255 | 19.0% | $202.32万 | 加仓 |
| STIP | ISHARES TR | $1,242.58万 | 1.31% | 120,138 | 24,355 | 25.4% | $251.90万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $1,090.46万 | 1.15% | 156,159 | 102,831 | 192.8% | $718.07万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,082.97万 | 1.14% | 336,117 | 188,900 | 128.3% | $608.64万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,047.16万 | 1.10% | 139,436 | 123,436 | 771.5% | $927.00万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $1,022.67万 | 1.08% | 179,545 | 115,645 | 181.0% | $658.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $885.95万 | 0.93% | 114,894 | 100,787 | 714.4% | $777.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $881.73万 | 0.93% | 99,406 | 87,679 | 747.7% | $777.71万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $825.23万 | 0.87% | 56,604 | 50,020 | 759.7% | $729.24万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $809.87万 | 0.85% | 82,868 | 73,049 | 744.0% | $713.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $807.80万 | 0.85% | 113,567 | 20,917 | 22.6% | $148.78万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $796.84万 | 0.84% | 235,333 | 141,737 | 151.4% | $479.92万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $777.47万 | 0.82% | 94,319 | 83,503 | 772.0% | $688.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $773.74万 | 0.81% | 220,818 | 33,516 | 17.9% | $117.44万 | 加仓 |
| IAGG | ISHARES TR | $768.13万 | 0.81% | 153,503 | 23,526 | 18.1% | $117.72万 | 加仓 |
| QLD | PROSHARES TR | $746.48万 | 0.79% | 122,373 | 92,975 | 316.3% | $567.15万 | 加仓 |
| DGS | WISDOMTREE TR | $735.11万 | 0.77% | 122,314 | 64,894 | 113.0% | $390.01万 | 加仓 |
| CWB | SPDR SERIES TRUST | $730.28万 | 0.77% | 79,794 | 76,065 | 2,039.8% | $696.15万 | 加仓 |
| AAPL | APPLE INC | $722.66万 | 0.76% | 28,475 | 3,907 | 15.9% | $99.15万 | 加仓 |
| IAU | ISHARES GOLD TR | $681.09万 | 0.72% | 77,256 | 3,676 | 5.0% | $32.41万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $676.55万 | 0.71% | 91,872 | 65,615 | 249.9% | $483.19万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $588.02万 | 0.62% | 215,123 | 11,618 | 5.7% | $31.76万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $561.61万 | 0.59% | 103,905 | 92,759 | 832.2% | $501.36万 | 加仓 |
| SGOV | ISHARES TR | $547.07万 | 0.58% | 54,348 | 27,605 | 103.2% | $277.87万 | 加仓 |
| IVV | ISHARES TR | $435.74万 | 0.46% | 6,671 | 975 | 17.1% | $63.69万 | 加仓 |
| GLD | SPDR GOLD TR | $404.63万 | 0.43% | 9,404 | 29 | 0.3% | $1.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $364.64万 | 0.38% | 20,908 | 1,279 | 6.5% | $22.31万 | 加仓 |
| — | PROSHARES TR | $360.56万 | 0.38% | 56,692 | -13,904 | -19.7% | -$88.43万 | 减仓 |
| TQQQ | PROSHARES TR | $331.94万 | 0.35% | 79,641 | 27,579 | 53.0% | $114.95万 | 加仓 |
| SHY | ISHARES TR | $331.75万 | 0.35% | 40,177 | 17,033 | 73.6% | $140.64万 | 加仓 |
| ITOT | ISHARES TR | $308.78万 | 0.33% | 21,679 | -267 | -1.2% | -$3.80万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $307.99万 | 0.32% | 14,082 | -4,773 | -25.3% | -$104.39万 | 减仓 |
| AMZN | AMAZON COM INC | $305.57万 | 0.32% | 14,672 | 379 | 2.7% | $7.89万 | 加仓 |
| SSUS | STRATEGY SHS | $289.61万 | 0.30% | 62,033 | -7,872 | -11.3% | -$36.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $282.18万 | 0.30% | 30,792 | 6,540 | 27.0% | $59.93万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $278.55万 | 0.29% | 55,766 | 29,143 | 109.5% | $145.57万 | 加仓 |
| TILT | FLEXSHARES TR | $262.07万 | 0.28% | 10,858 | 1,083 | 11.1% | $26.14万 | 加仓 |
| SLV | ISHARES SILVER TR | $238.34万 | 0.25% | 34,978 | -5,233 | -13.0% | -$35.66万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $234.16万 | 0.25% | 29,539 | 17,577 | 146.9% | $139.33万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $219.45万 | 0.23% | 11,869 | 743 | 6.7% | $13.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.76万 | 0.23% | 5,802 | 630 | 12.2% | $23.32万 | 加仓 |
| TLTD | FLEXSHARES TR | $211.67万 | 0.22% | 22,521 | 1,074 | 5.0% | $10.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $204.20万 | 0.21% | 9,495 | 16 | 0.2% | $3,441 | 加仓 |
| ZECP | ZACKS TRUST | $203.09万 | 0.21% | 60,033 | 1,691 | 2.9% | $5.72万 | 加仓 |
| IVE | ISHARES TR | $177.62万 | 0.19% | 8,412 | 278 | 3.4% | $5.87万 | 加仓 |
| EFV | ISHARES TR | $160.26万 | 0.17% | 21,555 | -6 | -0.0% | -$446 | 减仓 |
| QQQ | INVESCO QQQ TR | $157.60万 | 0.17% | 2,730 | 80 | 3.0% | $4.62万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $156.48万 | 0.16% | 26,277 | -678 | -2.5% | -$4.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $149.96万 | 0.16% | 5,098 | 520 | 11.4% | $15.30万 | 加仓 |
| MRK | MERCK & CO INC | $138.49万 | 0.15% | 11,513 | 8,068 | 234.2% | $97.05万 | 加仓 |
| GOOGL | ALPHABET INC | $137.95万 | 0.15% | 4,797 | 264 | 5.8% | $7.59万 | 加仓 |
| — | STRATEGY SHS | $126.18万 | 0.13% | 50,022 | 50,022 | — | $126.18万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $124.55万 | 0.13% | 1,915 | 456 | 31.3% | $29.66万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $111.64万 | 0.12% | 31,501 | 31,501 | — | $111.64万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $100.12万 | 0.11% | 19,826 | 19,826 | — | $100.12万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $96.69万 | 0.10% | 6,990 | 6,990 | — | $96.69万 | 新建仓 |
| GOOG | ALPHABET INC | $91.08万 | 0.10% | 3,175 | -26 | -0.8% | -$7,458 | 减仓 |
| EFA | ISHARES TR | $89.34万 | 0.09% | 9,198 | 1,011 | 12.3% | $9.82万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $88.94万 | 0.09% | 7,149 | -922 | -11.4% | -$11.47万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $87.61万 | 0.09% | 35,922 | 35,922 | — | $87.61万 | 新建仓 |
| IWC | ISHARES TR | $84.33万 | 0.09% | 5,283 | -37 | -0.7% | -$5,906 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $84.30万 | 0.09% | 13,761 | 4,965 | 56.4% | $30.42万 | 加仓 |
| V | VISA INC | $80.77万 | 0.09% | 2,672 | 390 | 17.1% | $11.79万 | 加仓 |
| ELCV | STRATEGY SHS | $80.28万 | 0.08% | 27,683 | 27,683 | — | $80.28万 | 新建仓 |
| BSVO | EA SERIES TRUST | $80.12万 | 0.08% | 31,580 | -677 | -2.1% | -$1.72万 | 减仓 |
| DLS | WISDOMTREE TR | $80.01万 | 0.08% | 9,817 | -824 | -7.7% | -$6.72万 | 减仓 |
| SSO | PROSHARES TR | $78.18万 | 0.08% | 15,070 | -11,515 | -43.3% | -$59.74万 | 减仓 |
| IDEV | ISHARES TR | $74.94万 | 0.08% | 8,967 | -166 | -1.8% | -$1.39万 | 减仓 |
| DE | DEERE & CO | $74.14万 | 0.08% | 1,316 | 383 | 41.1% | $21.58万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $72.47万 | 0.08% | 15,248 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $72.29万 | 0.08% | 1,655 | 68 | 4.3% | $2.97万 | 加仓 |
| SUB | ISHARES TR | $69.86万 | 0.07% | 6,559 | -507 | -7.2% | -$5.40万 | 减仓 |
| TPSC | TIMOTHY PLAN | $69.61万 | 0.07% | 16,401 | 16,401 | — | $69.61万 | 新建仓 |
| — | STRATEGY SHS | $68.63万 | 0.07% | 19,970 | -3,163 | -13.7% | -$10.87万 | 减仓 |
| LOW | LOWES COS INC | $67.93万 | 0.07% | 2,875 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $67.91万 | 0.07% | 17,675 | 6,206 | 54.1% | $23.84万 | 加仓 |
| MUB | ISHARES TR | $67.39万 | 0.07% | 6,349 | -226 | -3.4% | -$2.40万 | 减仓 |
| SPYI | NEOS ETF TRUST | $64.93万 | 0.07% | 13,152 | -7,813 | -37.3% | -$38.57万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $62.19万 | 0.07% | 51,189 | 6,710 | 15.1% | $8.15万 | 加仓 |
| SH | PROSHARES TR | $60.24万 | 0.06% | 15,883 | 699 | 4.6% | $2.65万 | 加仓 |
| TLTE | FLEXSHARES TR | $54.28万 | 0.06% | 8,077 | -26 | -0.3% | -$1,747 | 减仓 |