Foundation Wealth Management, LLC\PA
MEDIA PA · SEC CIK 0002011000
$3.31亿2026Q2 申报市值
105持仓数
60.5%前十大占比 · 第一大 12.7%
15 / 1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
IVV 加仓+$285.18万
VTI 加仓+$258.25万
VCSH 加仓+$178.70万
V 新建仓+$175.54万
DIMENSIONAL ETF 加仓+$159.38万
2026Q2 卖出最多 按季末市值估算
VNQ 减仓-$58.68万
IWF 减仓-$31.30万
IAU 清仓-$24.79万
IWO 减仓-$23.64万
SLYV 减仓-$23.46万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,812 | -100.0% | -$24.79万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $8.86万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.03万 | 0.06% | 568 | 568 | — | $20.03万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.04万 | 0.06% | 847 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $21.14万 | 0.06% | 375 | 24 | 6.8% | $1.35万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.48万 | 0.07% | 233 | 233 | — | $22.48万 | 新建仓 |
| ABBV | ABBVIE INC | $23.28万 | 0.07% | 925 | 925 | — | $23.28万 | 新建仓 |
| MUB | ISHARES TR | $23.52万 | 0.07% | 2,186 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.92万 | 0.07% | 225 | 225 | — | $23.92万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.56万 | 0.07% | 908 | -16 | -1.7% | -$4,328 | 减仓 |
| WMT | WALMART INC | $25.47万 | 0.08% | 2,249 | 317 | 16.4% | $3.59万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.58万 | 0.08% | 9,235 | 9,235 | — | $25.58万 | 新建仓 |
| IJS | ISHARES TR | $26.12万 | 0.08% | 1,911 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.37万 | 0.08% | 698 | -58 | -7.7% | -$2.19万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $26.97万 | 0.08% | 5,377 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $27.05万 | 0.08% | 2,472 | -152 | -5.8% | -$1.66万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $27.26万 | 0.08% | 2,288 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $27.37万 | 0.08% | 3,568 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $27.58万 | 0.08% | 1,238 | 1,238 | — | $27.58万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $27.93万 | 0.08% | 3,242 | -1,246 | -27.8% | -$10.73万 | 减仓 |
| IWS | ISHARES TR | $28.69万 | 0.09% | 1,743 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.72万 | 0.09% | 574 | 574 | — | $28.72万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $29.78万 | 0.09% | 258 | 258 | — | $29.78万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $30.11万 | 0.09% | 1,524 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $30.76万 | 0.09% | 1,266 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $31.43万 | 0.09% | 6,430 | 29 | 0.5% | $1,417 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $31.49万 | 0.10% | 7,184 | 7,184 | — | $31.49万 | 新建仓 |
| IJH | ISHARES TR | $32.19万 | 0.10% | 4,175 | 4,175 | — | $32.19万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.26万 | 0.10% | 3,905 | 3,905 | — | $32.26万 | 新建仓 |
| GWW | WW GRAINGER INC | $33.87万 | 0.10% | 249 | 249 | — | $33.87万 | 新建仓 |
| SUB | ISHARES TR | $35.26万 | 0.11% | 3,312 | 1,363 | 69.9% | $14.51万 | 加仓 |
| VB | VANGUARD INDEX FDS | $36.52万 | 0.11% | 1,205 | -146 | -10.8% | -$4.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.66万 | 0.11% | 4,472 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $36.73万 | 0.11% | 4,559 | 199 | 4.6% | $1.60万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $37.59万 | 0.11% | 7,459 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $40.41万 | 0.12% | 11,206 | 11,206 | — | $40.41万 | 新建仓 |
| AMZN | AMAZON COM INC | $40.54万 | 0.12% | 1,701 | 185 | 12.2% | $4.41万 | 加仓 |
| — | EXXON MOBIL CORP | $40.92万 | 0.12% | 2,993 | 202 | 7.2% | $2.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.94万 | 0.12% | 2,792 | 100 | 3.7% | $1.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.21万 | 0.12% | 600 | 600 | — | $41.21万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $43.10万 | 0.13% | 10,101 | -4,853 | -32.5% | -$20.71万 | 减仓 |
| GOOGL | ALPHABET INC | $45.80万 | 0.14% | 1,282 | 297 | 30.2% | $10.61万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $47.51万 | 0.14% | 11,816 | 48 | 0.4% | $1,930 | 加仓 |
| VGT | VANGUARD WORLD FD | $47.74万 | 0.14% | 3,994 | -462 | -10.4% | -$5.52万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $49.70万 | 0.15% | 2,165 | -112 | -4.9% | -$2.57万 | 减仓 |
| AGG | ISHARES TR | $50.78万 | 0.15% | 5,130 | 1,580 | 44.5% | $15.64万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $50.79万 | 0.15% | 17,533 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $54.72万 | 0.17% | 4,658 | 632 | 15.7% | $7.42万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $57.48万 | 0.17% | 14,537 | -389 | -2.6% | -$1.54万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $61.28万 | 0.18% | 11,835 | 11 | 0.1% | $570 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $62.86万 | 0.19% | 13,938 | 54 | 0.4% | $2,435 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $67.99万 | 0.21% | 2,077 | 297 | 16.7% | $9.72万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $68.62万 | 0.21% | 23,694 | -4,352 | -15.5% | -$12.60万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $70.16万 | 0.21% | 17,008 | -539 | -3.1% | -$2.22万 | 减仓 |
| IVE | ISHARES TR | $70.71万 | 0.21% | 3,114 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $71.91万 | 0.22% | 5,596 | -131 | -2.3% | -$1.68万 | 减仓 |
| IWP | ISHARES TR | $73.44万 | 0.22% | 5,016 | -1 | -0.0% | -$146 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $75.64万 | 0.23% | 1,820 | -24 | -1.3% | -$9,975 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $77.01万 | 0.23% | 6,173 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $77.51万 | 0.23% | 3,052 | 50 | 1.7% | $1.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $78.65万 | 0.24% | 2,108 | 1,040 | 97.4% | $38.80万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.85万 | 0.26% | 1,163 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $89.12万 | 0.27% | 4,454 | 1,230 | 38.2% | $24.61万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $91.33万 | 0.28% | 31,034 | 2,735 | 9.7% | $8.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $94.10万 | 0.28% | 4,318 | -29 | -0.7% | -$6,320 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $102.04万 | 0.31% | 20,315 | 1 | 0.0% | $50 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $127.34万 | 0.38% | 34,565 | 68 | 0.2% | $2,505 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $127.66万 | 0.39% | 23,632 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $157.58万 | 0.48% | 22,543 | -576 | -2.5% | -$4.03万 | 减仓 |
| EFV | ISHARES TR | $158.79万 | 0.48% | 20,743 | -146 | -0.7% | -$1.12万 | 减仓 |
| V | VISA INC | $175.54万 | 0.53% | 5,117 | 5,117 | — | $175.54万 | 新建仓 |
| IWO | ISHARES TR | $188.56万 | 0.57% | 4,786 | -600 | -11.1% | -$23.64万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $198.25万 | 0.60% | 20,559 | -6,085 | -22.8% | -$58.68万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $200.99万 | 0.61% | 13,027 | -1,124 | -7.9% | -$17.34万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $215.61万 | 0.65% | 45,153 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $216.69万 | 0.65% | 7,489 | 2,372 | 46.4% | $68.63万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $220.96万 | 0.67% | 20,251 | -2,150 | -9.6% | -$23.46万 | 减仓 |
| IJR | ISHARES TR | $249.34万 | 0.75% | 16,812 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $255.44万 | 0.77% | 31,049 | -663 | -2.1% | -$5.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $256.56万 | 0.77% | 42,204 | -164 | -0.4% | -$9,970 | 减仓 |
| IWM | ISHARES TR | $262.82万 | 0.79% | 8,747 | 65 | 0.7% | $1.95万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $282.42万 | 0.85% | 60,566 | 16 | 0.0% | $746 | 加仓 |
| IWB | ISHARES TR | $285.79万 | 0.86% | 6,979 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $294.68万 | 0.89% | 49,369 | -2,313 | -4.5% | -$13.81万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $295.85万 | 0.89% | 53,781 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $362.86万 | 1.10% | 19,136 | 25 | 0.1% | $4,740 | 加仓 |
| IWV | ISHARES TR | $364.19万 | 1.10% | 8,541 | -234 | -2.7% | -$9.98万 | 减仓 |
| IWN | ISHARES TR | $402.79万 | 1.22% | 18,209 | -156 | -0.8% | -$3.45万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $404.68万 | 1.22% | 108,608 | 150 | 0.1% | $5,589 | 加仓 |
| IWD | ISHARES TR | $445.81万 | 1.35% | 18,389 | -202 | -1.1% | -$4.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $480.52万 | 1.45% | 57,376 | -557 | -1.0% | -$4.66万 | 减仓 |
| IWF | ISHARES TR | $583.23万 | 1.76% | 46,971 | -2,521 | -5.1% | -$31.30万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $628.54万 | 1.90% | 156,627 | 12,455 | 8.6% | $49.98万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $646.74万 | 1.95% | 189,520 | 15,512 | 8.9% | $52.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $740.81万 | 2.24% | 95,085 | -1,819 | -1.9% | -$14.17万 | 减仓 |
| EFA | ISHARES TR | $944.27万 | 2.85% | 90,900 | 11,237 | 14.1% | $116.73万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,193.88万 | 3.60% | 484,135 | 25,511 | 5.6% | $62.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,216.76万 | 3.67% | 274,292 | -1,658 | -0.6% | -$7.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,328.66万 | 4.01% | 186,479 | 19,175 | 11.5% | $136.62万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,536.77万 | 4.64% | 378,142 | 23,517 | 6.6% | $95.57万 | 加仓 |