Wrenne Financial Planning LLC
Lexington KY · SEC CIK 0002023054
$2.96亿2026Q2 申报市值
60持仓数
80.8%前十大占比 · 第一大 21.6%
9 / 0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
VEU 加仓+$219.85万
VTI 加仓+$148.83万
BND 加仓+$143.29万
VNQ 加仓+$106.02万
SLYV 加仓+$98.43万
2026Q2 卖出最多 按季末市值估算
SPDW 减仓-$87.69万
VBIL 减仓-$87.03万
VEA 减仓-$19.44万
SPEM 减仓-$15.31万
VTEB 减仓-$14.76万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6,409.66万 | 21.65% | 173,215 | 4,022 | 2.4% | $148.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,958.91万 | 16.75% | 592,109 | 26,251 | 4.6% | $219.85万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2,312.96万 | 7.81% | 211,985 | 9,021 | 4.4% | $98.43万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,112.62万 | 7.13% | 219,084 | 10,995 | 5.3% | $106.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,645.18万 | 5.56% | 224,108 | 19,519 | 9.5% | $143.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,582.16万 | 5.34% | 265,063 | 15,877 | 6.4% | $94.77万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,405.77万 | 4.75% | 164,437 | 1,812 | 1.1% | $15.49万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,340.76万 | 4.53% | 462,970 | 27,583 | 6.3% | $79.88万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,089.04万 | 3.68% | 44,818 | -3 | -0.0% | -$729 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,075.80万 | 3.63% | 213,495 | -17,403 | -7.5% | -$87.69万 | 减仓 |
| MUB | ISHARES TR | $888.02万 | 3.00% | 82,514 | 5,352 | 6.9% | $57.60万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $593.11万 | 2.00% | 114,545 | -2,957 | -2.5% | -$15.31万 | 减仓 |
| AAPL | APPLE INC | $450.66万 | 1.52% | 15,574 | 392 | 2.6% | $11.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $412.41万 | 1.39% | 81,536 | -2,919 | -3.5% | -$14.76万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $338.10万 | 1.14% | 28,414 | -13 | -0.0% | -$1,547 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $325.87万 | 1.10% | 117,643 | 4,833 | 4.3% | $13.39万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $255.42万 | 0.86% | 42,016 | -288 | -0.7% | -$1.75万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $236.89万 | 0.80% | 100,039 | 3,377 | 3.5% | $8.00万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $179.64万 | 0.61% | 19,786 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $161.26万 | 0.54% | 63,191 | 24,522 | 63.4% | $62.58万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $119.51万 | 0.40% | 3,268 | -15 | -0.5% | -$5,485 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $111.88万 | 0.38% | 14,783 | -11,500 | -43.8% | -$87.03万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $108.35万 | 0.37% | 5,544 | -448 | -7.5% | -$8.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.12万 | 0.33% | 13,631 | -2,729 | -16.7% | -$19.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $89.94万 | 0.30% | 2,411 | 146 | 6.4% | $5.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $86.49万 | 0.29% | 4,781 | 4,781 | — | $86.49万 | 新建仓 |
| USRT | ISHARES TR | $72.80万 | 0.25% | 10,956 | 647 | 6.3% | $4.30万 | 加仓 |
| AVGO | BROADCOM INC | $69.24万 | 0.23% | 1,833 | -9 | -0.5% | -$3,400 | 减仓 |
| GOOG | ALPHABET INC | $68.58万 | 0.23% | 1,941 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $67.75万 | 0.23% | 920 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $52.54万 | 0.18% | 765 | -96 | -11.1% | -$6.59万 | 减仓 |
| CAT | CATERPILLAR INC | $51.62万 | 0.17% | 485 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $46.62万 | 0.16% | 915 | 915 | — | $46.62万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $43.37万 | 0.15% | 8,635 | 2,998 | 53.2% | $15.06万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $38.22万 | 0.13% | 6,188 | 6,188 | — | $38.22万 | 新建仓 |
| AMZN | AMAZON COM INC | $36.87万 | 0.12% | 1,547 | 185 | 13.6% | $4.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $36.86万 | 0.12% | 1,126 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $36.49万 | 0.12% | 5,072 | 5,072 | — | $36.49万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.01万 | 0.12% | 482 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $35.81万 | 0.12% | 1,643 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $35.61万 | 0.12% | 2,990 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $35.53万 | 0.12% | 4,289 | -19 | -0.4% | -$1,574 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.47万 | 0.12% | 1,499 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $32.90万 | 0.11% | 9,107 | -3,208 | -26.0% | -$11.59万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $30.05万 | 0.10% | 3,419 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.15万 | 0.10% | 849 | 232 | 37.6% | $7.96万 | 重新持有 |
| ITOT | ISHARES TR | $28.55万 | 0.10% | 1,738 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $25.90万 | 0.09% | 1,128 | -27 | -2.3% | -$6,198 | 减仓 |
| DGRO | ISHARES TR | $25.85万 | 0.09% | 3,411 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $25.82万 | 0.09% | 6,347 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $25.28万 | 0.09% | 1,849 | 48 | 2.7% | $6,562 | 加仓 |
| CVX | CHEVRON CORPORATION | $23.50万 | 0.08% | 1,418 | 1,418 | — | $23.50万 | 新建仓 |
| ABBV | ABBVIE INC | $23.41万 | 0.08% | 930 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $22.97万 | 0.08% | 1,670 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR | $22.94万 | 0.08% | 1,547 | 1,547 | — | $22.94万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $22.52万 | 0.08% | 1,480 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $21.60万 | 0.07% | 3,846 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.37万 | 0.07% | 427 | 427 | — | $21.37万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.94万 | 0.07% | 411 | 411 | — | $20.94万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $20.79万 | 0.07% | 1,039 | 1,039 | — | $20.79万 | 新建仓 |