Financial Synergies Wealth Advisors, Inc.
HOUSTON TX · SEC CIK 0002017868
$11.80亿2026Q2 申报市值
116持仓数
71.3%前十大占比 · 第一大 14.5%
6 / 3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
VOO 加仓+$254.47万
SNDK 加仓+$139.38万
FBND 加仓+$76.45万
TSLA 加仓+$72.64万
PMBS 加仓+$45.10万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$434.12万
IVV 减仓-$348.16万
VUG 减仓-$342.57万
VEA 减仓-$296.45万
IEMG 减仓-$271.32万
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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $996.48万 | 0.84% | 188,870 | -3,802 | -2.0% | -$20.06万 | 减仓 |
| SNDK | SANDISK CORP | $1,097.98万 | 0.93% | 4,829 | 613 | 14.5% | $139.38万 | 加仓 |
| AAPL | APPLE INC | $1,251.29万 | 1.06% | 43,243 | -1,057 | -2.4% | -$30.59万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,430.67万 | 1.21% | 58,878 | -206 | -0.3% | -$5.01万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,753.28万 | 1.49% | 318,721 | 786 | 0.2% | $4.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,977.34万 | 1.68% | 17,130 | 218 | 1.3% | $25.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,252.76万 | 1.91% | 74,319 | -2,666 | -3.5% | -$80.81万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,255.41万 | 1.91% | 180,780 | -4,314 | -2.3% | -$53.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,294.71万 | 1.95% | 278,687 | -4,670 | -1.6% | -$38.45万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,309.34万 | 1.96% | 217,227 | -1,150 | -0.5% | -$12.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,994.05万 | 3.39% | 1,180,275 | -59,970 | -4.8% | -$202.94万 | 减仓 |
| IEMG | ISHARES INC | $5,149.47万 | 4.36% | 621,616 | -32,752 | -5.0% | -$271.32万 | 减仓 |
| EFG | ISHARES TR | $5,967.17万 | 5.06% | 479,599 | -6,657 | -1.4% | -$82.83万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,197.76万 | 5.25% | 869,861 | -41,607 | -4.6% | -$296.45万 | 减仓 |
| EFV | ISHARES TR | $6,715.44万 | 5.69% | 877,262 | -21,895 | -2.4% | -$167.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.14亿 | 9.65% | 522,479 | -19,920 | -3.7% | -$434.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.23亿 | 10.43% | 1,527,267 | -21,637 | -1.4% | -$174.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.31亿 | 11.07% | 1,515,767 | -39,769 | -2.6% | -$342.57万 | 减仓 |
| IVV | ISHARES TR | $1.71亿 | 14.46% | 227,842 | -4,649 | -2.0% | -$348.16万 | 减仓 |