Foundation Wealth Management, LLC\PA
MEDIA PA · SEC CIK 0002011000
$2.84亿2026Q1 申报市值
91持仓数
60.0%前十大占比 · 第一大 12.1%
1 / 3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
AZN 新建仓+$376.91万
VTI 加仓+$297.13万
DIMENSIONAL ETF 加仓+$222.16万
VCIT 加仓+$178.42万
DIMENSIONAL ETF 加仓+$171.07万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$353.11万
VNQ 减仓-$61.96万
DIMENSIONAL ETF 减仓-$43.70万
VTIP 减仓-$40.93万
DFEV 减仓-$36.48万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,428.13万 | 12.09% | 106,859 | 9,262 | 9.5% | $297.13万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,966.02万 | 10.46% | 358,431 | 21,561 | 6.4% | $178.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,786.09万 | 6.30% | 225,318 | 20,533 | 10.0% | $162.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,623.89万 | 5.73% | 463,438 | 63,401 | 15.8% | $222.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,393.57万 | 4.92% | 379,100 | 46,537 | 14.0% | $171.07万 | 加仓 |
| IVV | ISHARES TR | $1,306.78万 | 4.61% | 20,005 | -124 | -0.6% | -$8.10万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,225.23万 | 4.32% | 354,625 | 29,440 | 9.1% | $101.72万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,142.43万 | 4.03% | 458,624 | 35,402 | 8.4% | $88.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,072.34万 | 3.78% | 275,950 | -11,245 | -3.9% | -$43.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,072.08万 | 3.78% | 167,304 | 22,648 | 15.7% | $145.13万 | 加仓 |
| EFA | ISHARES TR | $773.77万 | 2.73% | 79,663 | -1,027 | -1.3% | -$9.98万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $759.82万 | 2.68% | 96,904 | -1,302 | -1.3% | -$10.21万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $568.61万 | 2.01% | 144,172 | 4,715 | 3.4% | $18.60万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $560.65万 | 1.98% | 174,008 | 10,271 | 6.3% | $33.09万 | 加仓 |
| IWF | ISHARES TR | $527.58万 | 1.86% | 12,373 | -537 | -4.2% | -$22.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $435.08万 | 1.53% | 57,933 | -2,019 | -3.4% | -$15.16万 | 减仓 |
| IWD | ISHARES TR | $397.24万 | 1.40% | 18,591 | -94 | -0.5% | -$2.01万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $385.35万 | 1.36% | 108,458 | -4,978 | -4.4% | -$17.69万 | 减仓 |
| AZN | ASTRAZENECA PLC | $376.91万 | 1.33% | 19,111 | 19,111 | — | $376.91万 | 新建仓 |
| IWN | ISHARES TR | $348.18万 | 1.23% | 18,365 | -656 | -3.4% | -$12.44万 | 减仓 |
| IWV | ISHARES TR | $325.27万 | 1.15% | 8,775 | 7 | 0.1% | $2,595 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $279.34万 | 0.99% | 51,682 | -1,374 | -2.6% | -$7.43万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $260.63万 | 0.92% | 53,781 | -567 | -1.0% | -$2.75万 | 减仓 |
| IWB | ISHARES TR | $248.84万 | 0.88% | 6,979 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $248.80万 | 0.88% | 60,550 | 805 | 1.3% | $3.31万 | 加仓 |
| SCZ | ISHARES TR | $248.65万 | 0.88% | 31,712 | -1,534 | -4.6% | -$12.03万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $239.72万 | 0.85% | 42,368 | -103 | -0.2% | -$5,828 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $236.33万 | 0.83% | 26,644 | -6,985 | -20.8% | -$61.96万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $216.19万 | 0.76% | 45,153 | -7,590 | -14.4% | -$36.34万 | 减仓 |
| IWM | ISHARES TR | $215.32万 | 0.76% | 8,682 | -568 | -6.1% | -$14.09万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $211.87万 | 0.75% | 22,401 | -1,154 | -4.9% | -$10.91万 | 减仓 |
| IJR | ISHARES TR | $208.99万 | 0.74% | 16,812 | -1,858 | -10.0% | -$23.10万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $206.30万 | 0.73% | 14,151 | -1,137 | -7.4% | -$16.58万 | 减仓 |
| IWO | ISHARES TR | $169.03万 | 0.60% | 5,386 | -246 | -4.4% | -$7.72万 | 减仓 |
| EFV | ISHARES TR | $155.31万 | 0.55% | 20,889 | -340 | -1.6% | -$2.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $144.38万 | 0.51% | 23,119 | 24 | 0.1% | $1,499 | 加仓 |
| AAPL | APPLE INC | $129.85万 | 0.46% | 5,117 | -34 | -0.7% | -$8,628 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $124.73万 | 0.44% | 23,632 | -4,226 | -15.2% | -$22.30万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $117.19万 | 0.41% | 34,497 | 870 | 2.6% | $2.96万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $101.47万 | 0.36% | 20,314 | -8,194 | -28.7% | -$40.93万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $85.29万 | 0.30% | 4,347 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.63万 | 0.27% | 1,163 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.38万 | 0.26% | 3,002 | 82 | 2.8% | $2.00万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $72.56万 | 0.26% | 28,299 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $70.40万 | 0.25% | 28,046 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $68.89万 | 0.24% | 5,727 | -12 | -0.2% | -$1,443 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $68.36万 | 0.24% | 17,547 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $68.19万 | 0.24% | 6,173 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $65.75万 | 0.23% | 3,114 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $64.28万 | 0.23% | 5,017 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $58.87万 | 0.21% | 13,884 | 27 | 0.2% | $1,145 | 加仓 |
| NVDA | NVIDIA CORPORATION | $56.23万 | 0.20% | 3,224 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $55.47万 | 0.20% | 11,824 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $53.51万 | 0.19% | 14,954 | -10,197 | -40.5% | -$36.48万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $53.30万 | 0.19% | 14,926 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $52.35万 | 0.18% | 1,780 | 48 | 2.8% | $1.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $49.90万 | 0.18% | 1,844 | 24 | 1.3% | $6,494 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $49.32万 | 0.17% | 2,277 | 6 | 0.3% | $1,299 | 加仓 |
| — | EXXON MOBIL CORP | $47.35万 | 0.17% | 2,791 | 41 | 1.5% | $6,956 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $46.60万 | 0.16% | 17,533 | -6,365 | -26.6% | -$16.92万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $39.85万 | 0.14% | 11,768 | 15 | 0.1% | $508 | 加仓 |
| MSFT | MICROSOFT CORP | $39.54万 | 0.14% | 1,068 | 4 | 0.4% | $1,481 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.88万 | 0.14% | 2,692 | 86 | 3.3% | $1.24万 | 加仓 |
| VGT | VANGUARD WORLD FD | $38.86万 | 0.14% | 557 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.38万 | 0.12% | 1,351 | 106 | 8.5% | $2.78万 | 加仓 |
| AGG | ISHARES TR | $35.24万 | 0.12% | 3,550 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $34.05万 | 0.12% | 7,459 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $32.67万 | 0.12% | 748 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $32.24万 | 0.11% | 4,472 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $31.57万 | 0.11% | 1,516 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $31.30万 | 0.11% | 1,090 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.24万 | 0.11% | 4,026 | 176 | 4.6% | $1.37万 | 加仓 |
| TIP | ISHARES TR | $28.96万 | 0.10% | 2,624 | -575 | -18.0% | -$6.35万 | 减仓 |
| GOOGL | ALPHABET INC | $28.34万 | 0.10% | 985 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $28.08万 | 0.10% | 1,524 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $27.54万 | 0.10% | 3,568 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.50万 | 0.10% | 1,266 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $27.12万 | 0.10% | 6,401 | 8 | 0.1% | $339 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $26.95万 | 0.10% | 5,377 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $25.40万 | 0.09% | 1,743 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $24.79万 | 0.09% | 2,812 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $24.05万 | 0.08% | 924 | 26 | 2.9% | $6,768 | 加仓 |
| WMT | WALMART INC | $24.01万 | 0.08% | 1,932 | -33 | -1.7% | -$4,101 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.65万 | 0.08% | 847 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.40万 | 0.08% | 756 | -5 | -0.7% | -$1,548 | 减仓 |
| MUB | ISHARES TR | $23.20万 | 0.08% | 2,186 | 73 | 3.5% | $7,747 | 加仓 |
| IJS | ISHARES TR | $22.64万 | 0.08% | 1,911 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $22.11万 | 0.08% | 2,288 | -23 | -1.0% | -$2,222 | 减仓 |
| SUB | ISHARES TR | $20.76万 | 0.07% | 1,949 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $20.10万 | 0.07% | 351 | 2 | 0.6% | $1,145 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $9.34万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -19,206 | -100.0% | -$353.11万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$22.35万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,999 | -100.0% | -$22.21万 | 清仓 |