M Wealth Management, LLC
San Diego CA · SEC CIK 0002026150
$1.19亿2026Q1 申报市值
55持仓数
73.4%前十大占比 · 第一大 23.5%
8 / 1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
DFAU 加仓+$124.90万
TSLA 加仓+$78.63万
POWR 新建仓+$50.65万
DSCO 新建仓+$50.53万
EWJV 加仓+$47.73万
2026Q1 卖出最多 按季末市值估算
PULS 减仓-$183.37万
AMERICAN CENTY E 减仓-$24.56万
INDA 清仓-$22.97万
GDE 减仓-$22.08万
SCHH 减仓-$20.38万
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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $0 | 0.00% | 0 | -4,250 | -100.0% | -$22.97万 | 清仓 |
| NFLX | NETFLIX INC. | $20.29万 | 0.17% | 2,110 | 2,110 | — | $20.29万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.70万 | 0.17% | 1,415 | 1,415 | — | $20.70万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $20.91万 | 0.18% | 350 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $20.95万 | 0.18% | 1,030 | 1,030 | — | $20.95万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.28万 | 0.18% | 214 | 214 | — | $21.28万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.36万 | 0.18% | 3,952 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $27.35万 | 0.23% | 6,935 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.82万 | 0.24% | 1,003 | 3 | 0.3% | $862 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.20万 | 0.25% | 464 | -29 | -5.9% | -$1.89万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $31.00万 | 0.26% | 3,290 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $32.86万 | 0.28% | 888 | 200 | 29.1% | $7.40万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $33.22万 | 0.28% | 7,373 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $33.30万 | 0.28% | 15,495 | -9,485 | -38.0% | -$20.38万 | 减仓 |
| — | ISHARES TR | $34.38万 | 0.29% | 6,597 | -2 | -0.0% | -$104 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.64万 | 0.30% | 2,577 | -54 | -2.1% | -$7,469 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $35.67万 | 0.30% | 16,200 | -5,000 | -23.6% | -$11.01万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $39.37万 | 0.33% | 14,502 | -86 | -0.6% | -$2,335 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.83万 | 0.34% | 7,812 | 48 | 0.6% | $2,447 | 加仓 |
| EFA | ISHARES TR | $39.93万 | 0.34% | 4,111 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.27万 | 0.34% | 1,255 | 4 | 0.3% | $1,283 | 加仓 |
| XAR | SPDR SERIES TRUST | $42.41万 | 0.36% | 1,670 | 1,670 | — | $42.41万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $43.69万 | 0.37% | 2,505 | 975 | 63.7% | $17.00万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.54万 | 0.40% | 12,373 | 12,373 | — | $47.54万 | 新建仓 |
| DSCO | DOUBLELINE ETF TRUST | $50.53万 | 0.43% | 20,338 | 20,338 | — | $50.53万 | 新建仓 |
| POWR | ISHARES INC | $50.65万 | 0.43% | 19,309 | 19,309 | — | $50.65万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $61.43万 | 0.52% | 6,152 | 1,485 | 31.8% | $14.83万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $63.75万 | 0.54% | 1,460 | 2 | 0.1% | $873 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $66.55万 | 0.56% | 6,024 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $67.16万 | 0.57% | 15,804 | -600 | -3.7% | -$2.55万 | 减仓 |
| GDE | WISDOMTREE TR | $68.25万 | 0.57% | 10,850 | -3,510 | -24.4% | -$22.08万 | 减仓 |
| VDC | VANGUARD WORLD FD | $68.95万 | 0.58% | 3,070 | 12 | 0.4% | $2,695 | 加仓 |
| QQQ | INVESCO QQQ TR | $71.80万 | 0.60% | 1,244 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $76.72万 | 0.65% | 17,980 | 11,186 | 164.6% | $47.73万 | 加仓 |
| GLD | SPDR GOLD TR | $95.09万 | 0.80% | 2,210 | -195 | -8.1% | -$8.39万 | 减仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $103.18万 | 0.87% | 40,850 | -3,250 | -7.4% | -$8.21万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $105.91万 | 0.89% | 31,178 | -1,649 | -5.0% | -$5.60万 | 减仓 |
| TSLA | TESLA INC | $111.00万 | 0.93% | 2,986 | 2,115 | 242.8% | $78.63万 | 加仓 |
| REZ | ISHARES TR | $120.61万 | 1.02% | 14,495 | 184 | 1.3% | $1.53万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $128.23万 | 1.08% | 26,461 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $139.00万 | 1.17% | 12,502 | -139 | -1.1% | -$1.55万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $169.75万 | 1.43% | 33,701 | 2,530 | 8.1% | $12.74万 | 加仓 |
| AAPL | APPLE INC | $172.36万 | 1.45% | 6,791 | 500 | 7.9% | $12.69万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $186.01万 | 1.57% | 54,936 | 446 | 0.8% | $1.51万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $208.51万 | 1.76% | 26,890 | -3,167 | -10.5% | -$24.56万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $238.08万 | 2.00% | 46,651 | -1,499 | -3.1% | -$7.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $261.24万 | 2.20% | 36,728 | -11 | -0.0% | -$782 | 减仓 |
| IAUM | ISHARES GOLD TR | $357.39万 | 3.01% | 76,528 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $409.41万 | 3.45% | 81,328 | 463 | 0.6% | $2.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $448.47万 | 3.78% | 115,406 | -1,243 | -1.1% | -$4.83万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $467.23万 | 3.93% | 269,762 | 12,000 | 4.7% | $20.78万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $533.99万 | 4.50% | 200,672 | 5,077 | 2.6% | $13.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $947.30万 | 7.97% | 122,851 | 2,367 | 2.0% | $18.25万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,105.66万 | 9.31% | 278,293 | 3,904 | 1.4% | $15.51万 | 加仓 |
| PULS | PGIM ETF TR | $1,396.80万 | 11.76% | 282,182 | -37,045 | -11.6% | -$183.37万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,786.90万 | 23.46% | 617,665 | 27,681 | 4.7% | $124.90万 | 加仓 |