Financial Synergies Wealth Advisors, Inc.
HOUSTON TX · SEC CIK 0002017868
$10.48亿2026Q1 申报市值
111持仓数
73.0%前十大占比 · 第一大 14.5%
9 / 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
AAPL 加仓+$545.35万
MU 加仓+$415.61万
COST 新建仓+$277.31万
SNDK 新建仓+$267.86万
WDC 加仓+$260.18万
2026Q1 卖出最多 按季末市值估算
EFV 减仓-$150.51万
VUG 减仓-$148.12万
IVV 减仓-$139.00万
IEMG 减仓-$95.65万
VEA 减仓-$94.89万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,124.31万 | 1.07% | 44,300 | 21,488 | 94.2% | $545.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,283.59万 | 1.23% | 59,084 | -1,002 | -1.7% | -$21.77万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,540.71万 | 1.47% | 317,935 | -6,260 | -1.9% | -$30.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,015.52万 | 1.92% | 283,357 | 1,798 | 0.6% | $12.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,016.38万 | 1.92% | 76,985 | -2,075 | -2.6% | -$54.35万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,044.74万 | 1.95% | 185,094 | 1,153 | 0.6% | $12.74万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,047.06万 | 1.95% | 218,377 | -2,882 | -1.3% | -$27.02万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,612.83万 | 3.45% | 1,240,245 | 25,085 | 2.1% | $73.07万 | 加仓 |
| IEMG | ISHARES INC | $4,564.22万 | 4.36% | 654,368 | -13,713 | -2.1% | -$95.65万 | 减仓 |
| EFG | ISHARES TR | $5,415.42万 | 5.17% | 486,256 | 914 | 0.2% | $10.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,840.68万 | 5.57% | 911,468 | -14,808 | -1.6% | -$94.89万 | 减仓 |
| EFV | ISHARES TR | $6,685.23万 | 6.38% | 899,157 | -20,243 | -2.2% | -$150.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.06亿 | 10.16% | 542,399 | 2,641 | 0.5% | $51.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.11亿 | 10.61% | 387,226 | 4,366 | 1.1% | $125.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.13亿 | 10.81% | 259,256 | -3,391 | -1.3% | -$148.12万 | 减仓 |
| IVV | ISHARES TR | $1.52亿 | 14.49% | 232,491 | -2,128 | -0.9% | -$139.00万 | 减仓 |