Keyes, Stange & Wooten Wealth Management, LLC
Daytona Beach FL · SEC CIK 0002011352
$2.24亿2026Q1 申报市值
71持仓数
80.8%前十大占比 · 第一大 13.2%
6 / 8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
BIV 加仓+$677.36万
DIMENSIONAL ETF 加仓+$271.84万
DFAI 加仓+$126.78万
DFAW 加仓+$74.72万
DIMENSIONAL ETF 加仓+$56.46万
2026Q1 卖出最多 按季末市值估算
DFSD 减仓-$270.06万
MDT 清仓-$67.68万
BA 清仓-$28.10万
ORCL 清仓-$24.56万
SHOP 清仓-$23.37万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $2,959.32万 | 13.21% | 759,578 | 32,541 | 4.5% | $126.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,756.66万 | 12.30% | 382,444 | 37,714 | 10.9% | $271.84万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,560.60万 | 11.43% | 331,770 | 87,764 | 36.0% | $677.36万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,359.28万 | 10.53% | 492,749 | -56,403 | -10.3% | -$270.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,870.01万 | 8.35% | 299,441 | 9,041 | 3.1% | $56.46万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,358.30万 | 6.06% | 401,152 | 12,040 | 3.1% | $40.77万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,270.89万 | 5.67% | 172,254 | 10,128 | 6.2% | $74.72万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,149.29万 | 5.13% | 291,401 | 4,603 | 1.6% | $18.15万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,147.13万 | 5.12% | 142,306 | 2,989 | 2.1% | $24.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $683.16万 | 3.05% | 21,295 | 129 | 0.6% | $4.14万 | 加仓 |
| AAPL | APPLE INC | $317.82万 | 1.42% | 12,523 | 669 | 5.6% | $16.98万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $245.86万 | 1.10% | 71,162 | -3,748 | -5.0% | -$12.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $197.56万 | 0.88% | 6,716 | 514 | 8.3% | $15.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $152.71万 | 0.68% | 4,126 | -98 | -2.3% | -$3.63万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $149.39万 | 0.67% | 13,437 | 1 | 0.0% | $111 | 加仓 |
| AVGO | BROADCOM INC | $148.91万 | 0.66% | 4,811 | 141 | 3.0% | $4.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $140.76万 | 0.63% | 40,172 | 4,042 | 11.2% | $14.16万 | 加仓 |
| MPC | MARATHON PETE CORP | $140.16万 | 0.63% | 5,740 | -256 | -4.3% | -$6.25万 | 减仓 |
| WMT | WALMART INC | $128.26万 | 0.57% | 10,320 | -315 | -3.0% | -$3.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $120.17万 | 0.54% | 4,916 | 425 | 9.5% | $10.39万 | 加仓 |
| IEMG | ISHARES INC | $114.52万 | 0.51% | 16,418 | -493 | -2.9% | -$3.44万 | 减仓 |
| ETN | EATON CORP PLC | $108.23万 | 0.48% | 3,026 | -8 | -0.3% | -$2,861 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $97.83万 | 0.44% | 7,471 | -390 | -5.0% | -$5.11万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $96.95万 | 0.43% | 2,234 | -16 | -0.7% | -$6,944 | 减仓 |
| CB | CHUBB LTD SWITZ | $89.11万 | 0.40% | 2,734 | -42 | -1.5% | -$1.37万 | 减仓 |
| CME | CME GROUP INC | $88.04万 | 0.39% | 2,981 | -38 | -1.3% | -$1.12万 | 减仓 |
| HD | HOME DEPOT INC | $87.51万 | 0.39% | 2,661 | 26 | 1.0% | $8,550 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.14万 | 0.35% | 15,764 | 359 | 2.3% | $1.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.24万 | 0.34% | 1,591 | 8 | 0.5% | $3,834 | 加仓 |
| NEE | NEXTERA ENERGY INC | $74.46万 | 0.33% | 8,016 | 13 | 0.2% | $1,207 | 加仓 |
| NVDA | NVIDIA CORPORATION | $69.09万 | 0.31% | 3,962 | 955 | 31.8% | $16.65万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $68.40万 | 0.31% | 3,489 | 8 | 0.2% | $1,568 | 加仓 |
| ABBV | ABBVIE INC | $67.40万 | 0.30% | 3,099 | 105 | 3.5% | $2.28万 | 加仓 |
| META | META PLATFORMS INC | $66.17万 | 0.30% | 1,157 | 320 | 38.2% | $18.30万 | 加仓 |
| O | REALTY INCOME CORP | $62.08万 | 0.28% | 10,147 | 220 | 2.2% | $1.35万 | 加仓 |
| UNP | UNION PAC CORP | $61.55万 | 0.27% | 2,537 | -18 | -0.7% | -$4,367 | 减仓 |
| AMZN | AMAZON COM INC | $61.50万 | 0.27% | 2,953 | 345 | 13.2% | $7.19万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $60.77万 | 0.27% | 2,092 | -5 | -0.2% | -$1,452 | 减仓 |
| ADI | ANALOG DEVICES INC | $60.67万 | 0.27% | 1,907 | 7 | 0.4% | $2,227 | 加仓 |
| CMI | CUMMINS INC | $59.07万 | 0.26% | 1,098 | 1 | 0.1% | $538 | 加仓 |
| VXUS | VANGUARD STAR FDS | $54.89万 | 0.24% | 7,118 | -70 | -1.0% | -$5,398 | 减仓 |
| BRO | BROWN & BROWN INC | $53.95万 | 0.24% | 8,273 | 312 | 3.9% | $2.03万 | 加仓 |
| DIS | DISNEY WALT CO | $51.29万 | 0.23% | 5,321 | -74 | -1.4% | -$7,132 | 减仓 |
| LLY | ELI LILLY & CO | $48.93万 | 0.22% | 532 | 319 | 149.8% | $29.34万 | 加仓 |
| ZTS | ZOETIS INC | $47.06万 | 0.21% | 3,981 | 3,981 | — | $47.06万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.38万 | 0.19% | 6,769 | -350 | -4.9% | -$2.24万 | 减仓 |
| V | VISA INC | $41.80万 | 0.19% | 1,383 | 439 | 46.5% | $13.27万 | 加仓 |
| TSLA | TESLA INC | $41.67万 | 0.19% | 1,121 | 61 | 5.8% | $2.27万 | 加仓 |
| GOOG | ALPHABET INC | $41.08万 | 0.18% | 1,432 | 487 | 51.5% | $13.97万 | 加仓 |
| GLW | CORNING INC | $40.41万 | 0.18% | 2,972 | 2,972 | — | $40.41万 | 新建仓 |
| GEV | GE VERNOVA INC | $39.50万 | 0.18% | 453 | -3 | -0.7% | -$2,616 | 减仓 |
| GOOGL | ALPHABET INC | $34.90万 | 0.16% | 1,214 | -551 | -31.2% | -$15.84万 | 减仓 |
| KO | COCA COLA CO | $33.41万 | 0.15% | 4,394 | 194 | 4.6% | $1.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.34万 | 0.14% | 502 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $30.31万 | 0.14% | 4,721 | 73 | 1.6% | $4,687 | 加仓 |
| PEP | PEPSICO INC | $29.19万 | 0.13% | 1,880 | 7 | 0.4% | $1,087 | 加仓 |
| GLD | SPDR GOLD TR | $27.97万 | 0.12% | 650 | 650 | — | $27.97万 | 新建仓 |
| PWR | QUANTA SVCS INC | $27.23万 | 0.12% | 496 | -230 | -31.7% | -$12.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.20万 | 0.12% | 1,337 | 106 | 8.6% | $2.16万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $26.05万 | 0.12% | 15,695 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $25.89万 | 0.12% | 3,800 | 3,800 | — | $25.89万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.87万 | 0.12% | 956 | -411 | -30.1% | -$11.12万 | 减仓 |
| TJX | TJX COS INC NEW | $25.42万 | 0.11% | 1,592 | 7 | 0.4% | $1,118 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.96万 | 0.11% | 599 | -122 | -16.9% | -$5.08万 | 减仓 |
| ALL | ALLSTATE CORP | $23.84万 | 0.11% | 1,150 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.80万 | 0.11% | 366 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $23.04万 | 0.10% | 1,165 | 1,165 | — | $23.04万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $20.08万 | 0.09% | 6,628 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.05万 | 0.09% | 1,182 | 1,182 | — | $20.05万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.03万 | 0.06% | 17,321 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $4.17万 | 0.02% | 12,023 | -5,330 | -30.7% | -$1.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -7,046 | -100.0% | -$67.68万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,294 | -100.0% | -$28.10万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,260 | -100.0% | -$24.56万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,452 | -100.0% | -$23.37万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -6,236 | -100.0% | -$23.28万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,363 | -100.0% | -$22.02万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,225 | -100.0% | -$21.77万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -2,274 | -100.0% | -$21.40万 | 清仓 |