JDH Wealth Management, LLC
SANTA ROSA CA · SEC CIK 0002022512
$1.64亿2026Q2 申报市值
61持仓数
67.7%前十大占比 · 第一大 12.9%
8 / 1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
VGIT 加仓+$45.53万
MU 新建仓+$39.94万
DFGR 加仓+$38.92万
INTC 新建仓+$30.35万
DFSD 加仓+$28.23万
2026Q2 卖出最多 按季末市值估算
BSVO 减仓-$73.64万
DFAU 减仓-$41.07万
DIMENSIONAL ETF 减仓-$35.17万
DFUV 减仓-$29.90万
IVLU 减仓-$28.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,264 | -100.0% | -$23.97万 | 清仓 |
| F | FORD MTR CO | $14.32万 | 0.09% | 10,303 | 80 | 0.8% | $1,112 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $18.71万 | 0.11% | 16,432 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $20.31万 | 0.12% | 673 | 673 | — | $20.31万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.96万 | 0.13% | 6,297 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $21.33万 | 0.13% | 295 | 295 | — | $21.33万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.67万 | 0.13% | 373 | 373 | — | $21.67万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $21.73万 | 0.13% | 9,177 | 9,177 | — | $21.73万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $21.78万 | 0.13% | 341 | 341 | — | $21.78万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.41万 | 0.14% | 300 | 300 | — | $22.41万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.99万 | 0.14% | 8,790 | -1,384 | -13.6% | -$3.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $24.34万 | 0.15% | 466 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.77万 | 0.15% | 1,578 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.07万 | 0.15% | 501 | 71 | 16.5% | $3.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.12万 | 0.17% | 1,068 | -199 | -15.7% | -$5.05万 | 减仓 |
| FIX | COMFORT SYS USA INC | $29.73万 | 0.18% | 150 | -2 | -1.3% | -$3,964 | 减仓 |
| INTC | INTEL CORP | $30.35万 | 0.18% | 2,174 | 2,174 | — | $30.35万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $31.84万 | 0.19% | 3,090 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.80万 | 0.21% | 600 | -35 | -5.5% | -$1.97万 | 减仓 |
| RMBS | RAMBUS INC DEL | $34.27万 | 0.21% | 2,582 | 3 | 0.1% | $398 | 加仓 |
| LLY | ELI LILLY & CO | $35.26万 | 0.21% | 294 | -4 | -1.3% | -$4,798 | 减仓 |
| AVGO | BROADCOM INC | $37.36万 | 0.23% | 989 | -86 | -8.0% | -$3.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $39.94万 | 0.24% | 346 | 346 | — | $39.94万 | 新建仓 |
| IXUS | ISHARES TR | $40.88万 | 0.25% | 4,283 | -521 | -10.8% | -$4.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.98万 | 0.27% | 1,374 | -13 | -0.9% | -$4,255 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.90万 | 0.29% | 6,583 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $47.20万 | 0.29% | 1,336 | 46 | 3.6% | $1.63万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.64万 | 0.35% | 1,207 | 59 | 5.1% | $2.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $62.22万 | 0.38% | 1,668 | -260 | -13.5% | -$9.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $62.95万 | 0.38% | 16,228 | -2,954 | -15.4% | -$11.46万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $66.30万 | 0.40% | 7,755 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $66.79万 | 0.41% | 1,588 | 18 | 1.1% | $7,571 | 加仓 |
| GOOGL | ALPHABET INC | $69.40万 | 0.42% | 1,942 | 98 | 5.3% | $3.50万 | 加仓 |
| AMZN | AMAZON COM INC | $74.84万 | 0.46% | 3,140 | 216 | 7.4% | $5.15万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $81.46万 | 0.50% | 16,853 | 2,738 | 19.4% | $13.23万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $94.60万 | 0.58% | 22,933 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $119.51万 | 0.73% | 28,578 | -6,862 | -19.4% | -$28.70万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $122.44万 | 0.75% | 7,936 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $129.33万 | 0.79% | 25,747 | 3,199 | 14.2% | $16.07万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $136.72万 | 0.83% | 39,028 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $141.04万 | 0.86% | 18,424 | -217 | -1.2% | -$1.66万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $165.72万 | 1.01% | 34,705 | 5,912 | 20.5% | $28.23万 | 加仓 |
| ITOT | ISHARES TR | $172.09万 | 1.05% | 10,476 | -122 | -1.2% | -$2.00万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $181.05万 | 1.10% | 45,026 | -5,137 | -10.2% | -$20.66万 | 减仓 |
| AAPL | APPLE INC | $190.40万 | 1.16% | 6,580 | 359 | 5.8% | $10.39万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $195.42万 | 1.19% | 53,045 | -2,453 | -4.4% | -$9.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $248.64万 | 1.51% | 12,426 | 353 | 2.9% | $7.06万 | 加仓 |
| VLUE | ISHARES TR | $321.57万 | 1.96% | 16,094 | -589 | -3.5% | -$11.77万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $384.34万 | 2.34% | 30,806 | -918 | -2.9% | -$11.45万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $385.85万 | 2.35% | 94,943 | 44 | 0.0% | $1,788 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $468.85万 | 2.85% | 116,833 | -625 | -0.5% | -$2.51万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $550.86万 | 3.35% | 190,149 | 13,434 | 7.6% | $38.92万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $617.41万 | 3.76% | 104,682 | 7,719 | 8.0% | $45.53万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $678.01万 | 4.13% | 181,966 | -4,034 | -2.2% | -$15.03万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $711.11万 | 4.33% | 137,571 | -7,945 | -5.5% | -$41.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $809.06万 | 4.92% | 98,258 | -998 | -1.0% | -$8.22万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $909.19万 | 5.53% | 110,958 | -1,810 | -1.6% | -$14.83万 | 减仓 |
| BSVO | EA SERIES TRUST | $1,021.78万 | 6.22% | 350,048 | -25,227 | -6.7% | -$73.64万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,174.37万 | 7.15% | 213,484 | -5,436 | -2.5% | -$29.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,523.21万 | 9.27% | 217,913 | -5,031 | -2.3% | -$35.17万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,554.79万 | 9.46% | 287,818 | -4,251 | -1.5% | -$22.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,124.05万 | 12.93% | 478,822 | -6,207 | -1.3% | -$27.53万 | 减仓 |