JDH Wealth Management, LLC
SANTA ROSA CA · SEC CIK 0002022512
$1.48亿2026Q1 申报市值
54持仓数
69.0%前十大占比 · 第一大 12.7%
2 / 0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
VGIT 加仓+$71.14万
LLY 新建仓+$27.41万
DFSD 加仓+$22.97万
DFGR 加仓+$22.81万
FIX 新建仓+$20.96万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$45.52万
DFIV 减仓-$35.54万
IVLU 减仓-$32.55万
DISV 减仓-$30.82万
DFUV 减仓-$25.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1,884.82万 | 12.71% | 485,029 | -11,715 | -2.4% | -$45.52万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,541.54万 | 10.39% | 292,069 | -6,733 | -2.3% | -$35.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,392.29万 | 9.39% | 222,944 | -3,184 | -1.4% | -$19.88万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,060.89万 | 7.15% | 218,920 | -5,196 | -2.3% | -$25.18万 | 减仓 |
| BSVO | EA SERIES TRUST | $952.07万 | 6.42% | 375,275 | -6,509 | -1.7% | -$16.51万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $799.64万 | 5.39% | 112,768 | -773 | -0.7% | -$5.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $706.01万 | 4.76% | 99,256 | -65 | -0.1% | -$4,623 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $660.86万 | 4.46% | 186,000 | -6,625 | -3.4% | -$23.54万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $656.57万 | 4.43% | 145,516 | 1,717 | 1.2% | $7.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $577.41万 | 3.89% | 96,963 | 11,946 | 14.1% | $71.14万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $469.71万 | 3.17% | 176,715 | 8,583 | 5.1% | $22.81万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $463.25万 | 3.12% | 117,458 | -7,815 | -6.2% | -$30.82万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $350.45万 | 2.36% | 31,724 | -323 | -1.0% | -$3.57万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $327.88万 | 2.21% | 94,899 | -3,479 | -3.5% | -$12.02万 | 减仓 |
| VLUE | ISHARES TR | $237.22万 | 1.60% | 16,683 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $210.56万 | 1.42% | 12,073 | 240 | 2.0% | $4.19万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $188.53万 | 1.27% | 55,498 | -1,771 | -3.1% | -$6.02万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $169.85万 | 1.15% | 50,163 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $157.88万 | 1.06% | 6,221 | 104 | 1.7% | $2.64万 | 加仓 |
| ITOT | ISHARES TR | $150.95万 | 1.02% | 10,598 | -1 | -0.0% | -$142 | 减仓 |
| IVLU | ISHARES TR | $140.63万 | 0.95% | 35,440 | -8,202 | -18.8% | -$32.55万 | 减仓 |
| EFV | ISHARES TR | $138.60万 | 0.93% | 18,641 | -247 | -1.3% | -$1.84万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $137.86万 | 0.93% | 28,793 | 4,798 | 20.0% | $22.97万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $131.41万 | 0.89% | 39,028 | 898 | 2.4% | $3.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $115.70万 | 0.78% | 7,936 | -15 | -0.2% | -$2,187 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $112.63万 | 0.76% | 22,548 | 3,381 | 17.6% | $16.89万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $89.35万 | 0.60% | 22,933 | -848 | -3.6% | -$3.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $71.37万 | 0.48% | 1,928 | 502 | 35.2% | $18.58万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $67.65万 | 0.46% | 14,115 | 1,696 | 13.7% | $8.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.21万 | 0.45% | 19,182 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.90万 | 0.41% | 2,924 | 52 | 1.8% | $1.08万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $59.80万 | 0.40% | 7,755 | -125 | -1.6% | -$9,639 | 减仓 |
| TSLA | TESLA INC | $58.36万 | 0.39% | 1,570 | 11 | 0.7% | $4,089 | 加仓 |
| GOOGL | ALPHABET INC | $53.03万 | 0.36% | 1,844 | 380 | 26.0% | $10.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.18万 | 0.28% | 6,583 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $41.62万 | 0.28% | 4,804 | -424 | -8.1% | -$3.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.80万 | 0.28% | 1,387 | 246 | 21.6% | $7.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.80万 | 0.26% | 1,148 | 55 | 5.0% | $1.86万 | 加仓 |
| GOOG | ALPHABET INC | $37.00万 | 0.25% | 1,290 | 33 | 2.6% | $9,466 | 加仓 |
| META | META PLATFORMS INC | $36.33万 | 0.24% | 635 | 84 | 15.2% | $4.81万 | 加仓 |
| AVGO | BROADCOM INC | $33.27万 | 0.22% | 1,075 | 265 | 32.7% | $8.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.97万 | 0.21% | 1,267 | 232 | 22.4% | $5.67万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.86万 | 0.21% | 3,090 | -61 | -1.9% | -$6,091 | 减仓 |
| LLY | ELI LILLY & CO | $27.41万 | 0.18% | 298 | 298 | — | $27.41万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.19万 | 0.16% | 6,297 | -147 | -2.3% | -$5,648 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.06万 | 0.16% | 10,174 | -1,840 | -15.3% | -$4.35万 | 减仓 |
| DHR | DANAHER CORP DEL | $23.97万 | 0.16% | 1,264 | 55 | 4.5% | $1.04万 | 加仓 |
| RMBS | RAMBUS INC DEL | $22.19万 | 0.15% | 2,579 | 9 | 0.4% | $774 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.83万 | 0.15% | 1,578 | -42 | -2.6% | -$5,809 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.58万 | 0.15% | 466 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $20.96万 | 0.14% | 152 | 152 | — | $20.96万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.61万 | 0.14% | 430 | -74 | -14.7% | -$3.55万 | 重新持有 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $16.97万 | 0.11% | 16,432 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $11.80万 | 0.08% | 10,223 | -16 | -0.2% | -$185 | 减仓 |