Elser Financial Planning, Inc
INDIANAPOLIS IN · SEC CIK 0002028202
$20.65亿2026Q1 申报市值
132持仓数
86.3%前十大占比 · 第一大 57.1%
61 / 8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
MBIN 新建仓+$11.79亿
DFCF 加仓+$1.76亿
DFAU 新建仓+$8,935.63万
DFIC 新建仓+$7,722.40万
DFUS 加仓+$6,300.62万
2026Q1 卖出最多 按季末市值估算
AMZN 清仓-$187.93万
APH 清仓-$66.35万
WRB 清仓-$55.95万
ALL 清仓-$50.65万
LLY 减仓-$37.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MBIN | MERCHANTS BANCORP IND | $11.79亿 | 57.07% | 26,983,101 | 26,983,101 | — | $11.79亿 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.78亿 | 8.60% | 4,200,025 | 4,169,556 | 13,684.6% | $1.76亿 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $8,935.63万 | 4.33% | 1,981,512 | 1,981,512 | — | $8,935.63万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,722.40万 | 3.74% | 2,170,433 | 2,170,433 | — | $7,722.40万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,603.97万 | 3.20% | 931,031 | 888,265 | 2,077.0% | $6,300.62万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,313.69万 | 2.09% | 891,980 | 884,653 | 12,073.9% | $4,278.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,939.33万 | 1.91% | 555,668 | 536,201 | 2,754.4% | $3,801.32万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,718.01万 | 1.80% | 707,855 | 72,648 | 11.4% | $381.58万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,701.30万 | 1.79% | 772,713 | 772,713 | — | $3,701.30万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,574.13万 | 1.73% | 1,043,991 | 1,043,991 | — | $3,574.13万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $3,175.04万 | 1.54% | 911,843 | 911,843 | — | $3,175.04万 | 新建仓 |
| LLY | ELI LILLY & CO | $2,434.38万 | 1.18% | 25,824 | -398 | -1.5% | -$37.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,293.26万 | 1.11% | 369,253 | 369,253 | — | $2,293.26万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2,063.75万 | 1.00% | 562,024 | 562,024 | — | $2,063.75万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,758.23万 | 0.85% | 518,020 | 495,717 | 2,222.6% | $1,682.53万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $989.99万 | 0.48% | 233,159 | 233,159 | — | $989.99万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $974.38万 | 0.47% | 364,322 | 364,322 | — | $974.38万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $927.89万 | 0.45% | 226,039 | 226,039 | — | $927.89万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $739.74万 | 0.36% | 102,763 | 102,763 | — | $739.74万 | 新建仓 |
| AAPL | APPLE INC | $697.06万 | 0.34% | 27,648 | 296 | 1.1% | $7.46万 | 加仓 |
| SUSB | ISHARES TR | $680.41万 | 0.33% | 272,382 | 272,382 | — | $680.41万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $639.52万 | 0.31% | 163,876 | 163,876 | — | $639.52万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $615.79万 | 0.30% | 10,304 | 1,252 | 13.8% | $74.82万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $572.60万 | 0.28% | 160,572 | 160,572 | — | $572.60万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $570.41万 | 0.28% | 170,293 | 170,293 | — | $570.41万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $532.45万 | 0.26% | 126,714 | 126,714 | — | $532.45万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $451.40万 | 0.22% | 6,941 | 6,941 | — | $451.40万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $447.82万 | 0.22% | 89,699 | 18,790 | 26.5% | $93.81万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $343.86万 | 0.17% | 134,137 | -1,334 | -1.0% | -$3.42万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $287.57万 | 0.14% | 98,821 | -5,514 | -5.3% | -$16.05万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $263.09万 | 0.13% | 104,795 | -552 | -0.5% | -$1.39万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $246.90万 | 0.12% | 31,241 | 31,241 | — | $246.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $243.82万 | 0.12% | 2,420 | 2,420 | — | $243.82万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $231.55万 | 0.11% | 7,953 | 7,953 | — | $231.55万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $225.62万 | 0.11% | 91,194 | -2,110 | -2.3% | -$5.22万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $219.24万 | 0.11% | 44,179 | 44,179 | — | $219.24万 | 新建仓 |
| MSFT | MICROSOFT CORP | $218.29万 | 0.11% | 5,955 | -81 | -1.3% | -$2.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $210.16万 | 0.10% | 8,521 | 1 | 0.0% | $247 | 加仓 |
| VB | VANGUARD INDEX FDS | $209.85万 | 0.10% | 8,026 | -655 | -7.5% | -$17.13万 | 减仓 |
| BRO | BROWN & BROWN INC | $192.09万 | 0.09% | 29,512 | -21 | -0.1% | -$1,367 | 减仓 |
| NVDA | NVIDIA CORPORATION | $191.14万 | 0.09% | 10,979 | 10,979 | — | $191.14万 | 新建仓 |
| AN | AUTONATION INC | $170.50万 | 0.08% | 8,161 | 8,161 | — | $170.50万 | 新建仓 |
| UNP | UNION PAC CORP | $166.46万 | 0.08% | 6,893 | 11 | 0.2% | $2,656 | 加仓 |
| — | LIBERTY BROADBAND CORP | $159.20万 | 0.08% | 31,650 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $138.00万 | 0.07% | 8,978 | 8,978 | — | $138.00万 | 新建仓 |
| GOOGL | ALPHABET INC | $133.88万 | 0.06% | 4,552 | 4,552 | — | $133.88万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $125.16万 | 0.06% | 5,783 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $122.55万 | 0.06% | 15,985 | -158 | -1.0% | -$1.21万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $108.66万 | 0.05% | 6,786 | 6,786 | — | $108.66万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $95.20万 | 0.05% | 14,863 | 204 | 1.4% | $1.31万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $93.89万 | 0.05% | 32,260 | 26 | 0.1% | $757 | 加仓 |
| CAT | CATERPILLAR INC | $91.95万 | 0.04% | 1,279 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $91.18万 | 0.04% | 23,487 | 23,487 | — | $91.18万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $88.25万 | 0.04% | 4,371 | 2 | 0.0% | $404 | 加仓 |
| — | FORIAN INC | $83.42万 | 0.04% | 402,972 | 402,972 | — | $83.42万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $78.38万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $75.60万 | 0.04% | 14,325 | 6,536 | 83.9% | $34.49万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $70.34万 | 0.03% | 7,032 | 24 | 0.3% | $2,401 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $69.74万 | 0.03% | 11,600 | 11,600 | — | $69.74万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $68.94万 | 0.03% | 15,861 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $68.76万 | 0.03% | 4,802 | 15 | 0.3% | $2,148 | 加仓 |
| VTV | VANGUARD INDEX FDS | $67.94万 | 0.03% | 3,465 | 344 | 11.0% | $6.75万 | 加仓 |
| WMT | WALMART INC | $67.94万 | 0.03% | 5,433 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $67.39万 | 0.03% | 2,357 | -2 | -0.1% | -$572 | 减仓 |
| ORCL | ORACLE CORP | $64.46万 | 0.03% | 4,511 | 4,511 | — | $64.46万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $63.92万 | 0.03% | 4,715 | 4,715 | — | $63.92万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $61.70万 | 0.03% | 4,910 | 4,910 | — | $61.70万 | 新建仓 |
| META | META PLATFORMS INC | $60.28万 | 0.03% | 1,062 | 1,062 | — | $60.28万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $58.12万 | 0.03% | 17,821 | -1,553 | -8.0% | -$5.06万 | 减仓 |
| ABBV | ABBVIE INC | $55.51万 | 0.03% | 2,629 | 2,629 | — | $55.51万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.87万 | 0.03% | 1,290 | 1,290 | — | $54.87万 | 新建仓 |
| — | EXXON MOBIL CORP | $54.21万 | 0.03% | 3,337 | 3,337 | — | $54.21万 | 新建仓 |
| PEP | PEPSICO INC | $52.32万 | 0.03% | 3,370 | -100 | -2.9% | -$1.55万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $50.52万 | 0.02% | 8,000 | 8,000 | — | $50.52万 | 新建仓 |
| ALLE | ALLEGION PLC | $50.16万 | 0.02% | 2,435 | 2,435 | — | $50.16万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $48.21万 | 0.02% | 689 | 689 | — | $48.21万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $47.77万 | 0.02% | 1,489 | 29 | 2.0% | $9,303 | 加仓 |
| CSX | CSX CORP | $46.51万 | 0.02% | 11,438 | -46 | -0.4% | -$1,871 | 减仓 |
| T | AT&T INC | $46.41万 | 0.02% | 16,454 | 16,454 | — | $46.41万 | 新建仓 |
| EMXC | ISHARES INC | $45.69万 | 0.02% | 5,880 | 5,880 | — | $45.69万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $44.94万 | 0.02% | 4,532 | -71 | -1.5% | -$7,040 | 减仓 |
| IVV | ISHARES TR | $44.93万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $44.67万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $41.32万 | 0.02% | 1,793 | -6 | -0.3% | -$1,383 | 减仓 |
| SYK | STRYKER CORPORATION | $40.75万 | 0.02% | 1,242 | -7 | -0.6% | -$2,297 | 减仓 |
| MRK | MERCK & CO INC | $39.89万 | 0.02% | 3,303 | 3,303 | — | $39.89万 | 新建仓 |
| PFF | ISHARES TR | $39.88万 | 0.02% | 13,154 | 13,154 | — | $39.88万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $39.87万 | 0.02% | 3,945 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $39.34万 | 0.02% | 4,631 | 4 | 0.1% | $340 | 加仓 |
| QQQ | INVESCO QQQ TR | $39.09万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $38.74万 | 0.02% | 4,965 | 4,965 | — | $38.74万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $37.74万 | 0.02% | 4,025 | 4,025 | — | $37.74万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $35.64万 | 0.02% | 1,001 | 4 | 0.4% | $1,424 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.38万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $35.25万 | 0.02% | 6,949 | 6,949 | — | $35.25万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $34.03万 | 0.02% | 4,622 | 4,622 | — | $34.03万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.62万 | 0.02% | 375 | 375 | — | $33.62万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.89万 | 0.02% | 6,151 | -871 | -12.4% | -$4.66万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $32.68万 | 0.02% | 15,101 | -1,008 | -6.3% | -$2.18万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.16万 | 0.02% | 4,159 | -168 | -3.9% | -$1.26万 | 减仓 |