VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE IN · SEC CIK 0002033299
$2.83亿2026Q2 申报市值
112持仓数
53.6%前十大占比 · 第一大 9.2%
12 / 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
FNDX 新建仓+$768.66万
DFGP 加仓+$553.85万
DIMENSIONAL U.S. 加仓+$429.15万
DFEV 加仓+$419.25万
DFIC 加仓+$171.32万
2026Q2 卖出最多 按季末市值估算
INNOVATOR US EQU 减仓-$79.14万
EXXON MOBIL CORP 清仓-$52.80万
DFCF 减仓-$44.54万
INNOVATOR U.S. E 减仓-$22.81万
TSLA 减仓-$18.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $771.91万 | 2.72% | 367,532 | 199,621 | 118.9% | $419.25万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $808.23万 | 2.85% | 91,970 | 11,147 | 13.8% | $97.96万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $858.68万 | 3.03% | 319,534 | 206,101 | 181.7% | $553.85万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $861.51万 | 3.04% | 178,237 | 30,466 | 20.6% | $147.26万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $994.30万 | 3.51% | 120,763 | 4,174 | 3.6% | $34.37万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $1,251.00万 | 4.41% | 154,444 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $1,264.41万 | 4.46% | 18,424 | 1,615 | 9.6% | $110.83万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $1,294.51万 | 4.57% | 185,194 | -66 | -0.0% | -$4,613 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $1,297.84万 | 4.58% | 334,579 | 31,805 | 10.5% | $123.37万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $1,374.70万 | 4.85% | 249,876 | 287 | 0.1% | $1.58万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $2,100.26万 | 7.41% | 625,867 | 51,052 | 8.9% | $171.32万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,154.39万 | 7.60% | 398,814 | 24,020 | 6.4% | $129.76万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $2,610.99万 | 9.21% | 722,749 | 118,792 | 19.7% | $429.15万 | 加仓 |