FAMILY WEALTH PARTNERS, LLC
MATTHEWS NC · SEC CIK 0002016217
$3.26亿2026Q2 申报市值
109持仓数
56.0%前十大占比 · 第一大 15.8%
20 / 16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
ITOT 加仓+$110.80万
DIMENSIONAL ETF 加仓+$88.77万
VGIT 加仓+$88.20万
DIHP 加仓+$84.57万
PTL 加仓+$75.61万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$101.41万
LPLA 减仓-$69.24万
NVDA 减仓-$62.23万
INTC 减仓-$60.49万
MU 减仓-$59.79万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $274.93万 | 0.84% | 61,978 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $281.80万 | 0.86% | 24,358 | -482 | -1.9% | -$5.58万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $284.36万 | 0.87% | 18,431 | -146 | -0.8% | -$2.25万 | 减仓 |
| DLS | WISDOMTREE TR | $296.46万 | 0.91% | 35,382 | -209 | -0.6% | -$1.75万 | 减仓 |
| TPIF | TIMOTHY PLAN | $300.33万 | 0.92% | 80,497 | 9,883 | 14.0% | $36.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $356.20万 | 1.09% | 42,532 | -870 | -2.0% | -$7.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $398.93万 | 1.22% | 55,990 | -612 | -1.1% | -$4.36万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $427.29万 | 1.31% | 44,311 | 1,691 | 4.0% | $16.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $603.45万 | 1.85% | 27,690 | -110 | -0.4% | -$2.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $642.53万 | 1.97% | 9,355 | -53 | -0.6% | -$3.64万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $713.26万 | 2.19% | 24,931 | 2,643 | 11.9% | $75.61万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $795.51万 | 2.44% | 158,373 | 6,082 | 4.0% | $30.55万 | 加仓 |
| VB | VANGUARD INDEX FDS | $829.50万 | 2.55% | 27,366 | -269 | -1.0% | -$8.15万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,037.48万 | 3.18% | 217,274 | 8,883 | 4.3% | $42.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,086.69万 | 3.34% | 29,367 | -118 | -0.4% | -$4.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,148.72万 | 3.53% | 47,274 | -210 | -0.4% | -$5.10万 | 减仓 |
| IDEV | ISHARES TR | $1,267.90万 | 3.89% | 142,445 | 4,906 | 3.6% | $43.67万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,289.37万 | 3.96% | 377,838 | 24,782 | 7.0% | $84.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,337.97万 | 4.11% | 320,624 | 21,273 | 7.1% | $88.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,362.54万 | 4.18% | 109,213 | 5,699 | 5.5% | $71.10万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,390.24万 | 4.27% | 134,910 | 6,960 | 5.4% | $71.72万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,446.54万 | 4.44% | 355,940 | 16,433 | 4.8% | $66.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,923.28万 | 5.90% | 326,090 | 14,955 | 4.8% | $88.20万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1,945.65万 | 5.97% | 69,073 | -2,458 | -3.4% | -$69.24万 | 减仓 |
| ITOT | ISHARES TR | $5,139.44万 | 15.77% | 312,866 | 6,745 | 2.2% | $110.80万 | 加仓 |