FAMILY WEALTH PARTNERS, LLC
MATTHEWS NC · SEC CIK 0002016217
$2.93亿2026Q1 申报市值
105持仓数
55.9%前十大占比 · 第一大 14.9%
17 / 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
ITOT 加仓+$593.17万
VGIT 加仓+$237.90万
PTL 加仓+$202.45万
DIMENSIONAL ETF 加仓+$159.99万
DIHP 加仓+$152.28万
2026Q1 卖出最多 按季末市值估算
LPLA 减仓-$916.75万
SPMO 清仓-$37.16万
AGG 减仓-$33.23万
ZM 清仓-$27.43万
PEP 清仓-$23.64万
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $760.70万 | 2.60% | 152,291 | 18,375 | 13.7% | $91.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $945.90万 | 3.23% | 29,485 | -148 | -0.5% | -$4.75万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $997.77万 | 3.41% | 208,391 | 26,438 | 14.5% | $126.58万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,031.58万 | 3.52% | 47,484 | -916 | -1.9% | -$19.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,100.09万 | 3.76% | 299,351 | 43,536 | 17.0% | $159.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,137.22万 | 3.88% | 353,056 | 47,276 | 15.5% | $152.28万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,143.27万 | 3.90% | 103,514 | 13,149 | 14.6% | $145.23万 | 加仓 |
| IDEV | ISHARES TR | $1,149.04万 | 3.92% | 137,539 | 16,952 | 14.1% | $141.62万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,172.56万 | 4.00% | 339,507 | 37,077 | 12.3% | $128.05万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,277.30万 | 4.36% | 127,950 | 9,708 | 8.2% | $96.91万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,852.80万 | 6.33% | 311,135 | 39,949 | 14.7% | $237.90万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,151.87万 | 7.35% | 71,531 | -30,474 | -29.9% | -$916.75万 | 减仓 |
| ITOT | ISHARES TR | $4,358.66万 | 14.88% | 306,121 | 41,660 | 15.8% | $593.17万 | 加仓 |