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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,112 | -100.0% | -$52.80万 | 清仓 |
| — | INSPIREMD INC COM | $1.71万 | 0.01% | 24,425 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $8.89万 | 0.03% | 17,823 | 493 | 2.8% | $2,460 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $20.05万 | 0.07% | 883 | 883 | — | $20.05万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $20.77万 | 0.07% | 3,645 | 3,645 | — | $20.77万 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $21.19万 | 0.07% | 2,630 | 2,630 | — | $21.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.24万 | 0.07% | 210 | 210 | — | $21.24万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $21.71万 | 0.08% | 232 | -59 | -20.3% | -$5.52万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $21.94万 | 0.08% | 2,393 | -29 | -1.2% | -$2,659 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $22.03万 | 0.08% | 2,218 | 30 | 1.4% | $2,979 | 加仓 |
| NFLX | NETFLIX INC. COM | $22.56万 | 0.08% | 3,160 | -266 | -7.8% | -$1.90万 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $24.02万 | 0.08% | 7,106 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $24.05万 | 0.08% | 1,641 | -18 | -1.1% | -$2,638 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.32万 | 0.09% | 1,028 | 1 | 0.1% | $237 | 加仓 |
| GEV | GE VERNOVA INC COM | $24.45万 | 0.09% | 208 | 208 | — | $24.45万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $24.87万 | 0.09% | 1,696 | -64 | -3.6% | -$9,385 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | $25.51万 | 0.09% | 7,493 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $26.15万 | 0.09% | 1,174 | 10 | 0.9% | $2,228 | 重新持有 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $26.41万 | 0.09% | 5,403 | 5,403 | — | $26.41万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $27.00万 | 0.10% | 4,523 | -42 | -0.9% | -$2,507 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $27.63万 | 0.10% | 7,661 | -99 | -1.3% | -$3,570 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $27.89万 | 0.10% | 5,464 | 2,592 | 90.3% | $13.23万 | 重新持有 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $28.27万 | 0.10% | 3,374 | 40 | 1.2% | $3,352 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $30.16万 | 0.11% | 5,825 | -252 | -4.1% | -$1.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $31.82万 | 0.11% | 933 | 933 | — | $31.82万 | 新建仓 |
| KO | COCA COLA CO COM | $31.95万 | 0.11% | 3,895 | 15 | 0.4% | $1,231 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $32.44万 | 0.11% | 281 | 281 | — | $32.44万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $33.41万 | 0.12% | 464 | 2 | 0.4% | $1,440 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | $34.07万 | 0.12% | 8,122 | -5,439 | -40.1% | -$22.81万 | 减仓 |
| WMT | WALMART INC COM | $34.14万 | 0.12% | 3,015 | 4 | 0.1% | $453 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $34.38万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $35.41万 | 0.12% | 2,018 | -6 | -0.3% | -$1,053 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $35.71万 | 0.13% | 1,638 | 1 | 0.1% | $218 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $36.16万 | 0.13% | 6,420 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $36.30万 | 0.13% | 1,494 | 4 | 0.3% | $972 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $37.91万 | 0.13% | 6,573 | -23 | -0.3% | -$1,326 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $38.33万 | 0.14% | 766 | -6 | -0.8% | -$3,002 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $38.50万 | 0.14% | 2,323 | -1 | -0.0% | -$166 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $38.73万 | 0.14% | 9,632 | -32 | -0.3% | -$1,287 | 减仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $39.22万 | 0.14% | 11,492 | 11,492 | — | $39.22万 | 新建仓 |
| META | META PLATFORMS INC CL A | $40.16万 | 0.14% | 713 | -23 | -3.1% | -$1.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $40.22万 | 0.14% | 1,229 | 26 | 2.2% | $8,510 | 加仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $40.36万 | 0.14% | 10,598 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $42.32万 | 0.15% | 3,981 | 10 | 0.3% | $1,063 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $43.25万 | 0.15% | 1,538 | -48 | -3.0% | -$1.35万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $43.35万 | 0.15% | 6,084 | 5 | 0.1% | $356 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | $43.61万 | 0.15% | 12,277 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY MANAGED 10 BUFFER ETF | $44.25万 | 0.16% | 16,622 | 16,622 | — | $44.25万 | 新建仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $44.99万 | 0.16% | 9,975 | -602 | -5.7% | -$2.71万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $47.34万 | 0.17% | 6,068 | 88 | 1.5% | $6,865 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $48.26万 | 0.17% | 3,530 | 3,530 | — | $48.26万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $49.54万 | 0.17% | 2,600 | 0 | 0.0% | — | 不变 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $50.81万 | 0.18% | 5,149 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $53.45万 | 0.19% | 1,513 | 54 | 3.7% | $1.91万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $53.95万 | 0.19% | 4,652 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | $54.10万 | 0.19% | 7,728 | 815 | 11.8% | $5.71万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF | $55.18万 | 0.19% | 12,173 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $55.23万 | 0.19% | 13,580 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $55.65万 | 0.20% | 6,130 | -1,211 | -16.5% | -$10.99万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $56.48万 | 0.20% | 1,870 | -11 | -0.6% | -$3,322 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $60.08万 | 0.21% | 12,885 | 1,171 | 10.0% | $5.46万 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $61.51万 | 0.22% | 14,056 | 146 | 1.0% | $6,389 | 加仓 |
| TSLA | TESLA INC COM | $62.98万 | 0.22% | 1,498 | -433 | -22.4% | -$18.21万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $68.70万 | 0.24% | 11,302 | -16 | -0.1% | -$973 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $69.21万 | 0.24% | 20,196 | 6,276 | 45.1% | $21.51万 | 加仓 |
| — | INNOVATOR US EQUITY ACCELERATED ETF | $69.22万 | 0.24% | 16,114 | -18,424 | -53.3% | -$79.14万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $70.04万 | 0.25% | 935 | 3 | 0.3% | $2,247 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $70.84万 | 0.25% | 2,789 | -35 | -1.2% | -$8,890 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $72.88万 | 0.26% | 5,333 | 8 | 0.2% | $1,093 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $74.75万 | 0.26% | 6,851 | 26 | 0.4% | $2,837 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $79.78万 | 0.28% | 2,156 | 45 | 2.1% | $1.67万 | 加仓 |
| AVGO | BROADCOM INC COM | $81.41万 | 0.29% | 2,155 | 26 | 1.2% | $9,822 | 加仓 |
| LLY | ELI LILLY & CO COM | $90.57万 | 0.32% | 755 | 29 | 4.0% | $3.48万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $110.42万 | 0.39% | 26,133 | -10,542 | -28.7% | -$44.54万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $110.50万 | 0.39% | 2,962 | 140 | 5.0% | $5.22万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $111.56万 | 0.39% | 1,494 | -7 | -0.5% | -$5,227 | 减仓 |
| CAT | CATERPILLAR INC COM | $115.28万 | 0.41% | 1,083 | 3 | 0.3% | $3,193 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $118.07万 | 0.42% | 3,304 | -242 | -6.8% | -$8.65万 | 减仓 |
| AMZN | AMAZON COM INC COM | $124.50万 | 0.44% | 5,223 | 198 | 3.9% | $4.72万 | 加仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $129.67万 | 0.46% | 32,345 | -1,368 | -4.1% | -$5.48万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $130.47万 | 0.46% | 31,629 | 372 | 1.2% | $1.53万 | 加仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $141.04万 | 0.50% | 21,209 | 403 | 1.9% | $2.68万 | 加仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $163.94万 | 0.58% | 39,739 | 7,899 | 24.8% | $32.59万 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $164.28万 | 0.58% | 31,185 | -2,598 | -7.7% | -$13.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $167.07万 | 0.59% | 8,350 | -231 | -2.7% | -$4.62万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $175.99万 | 0.62% | 42,172 | 19,849 | 88.9% | $82.83万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $178.62万 | 0.63% | 68,256 | -6,368 | -8.5% | -$16.66万 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $192.95万 | 0.68% | 23,536 | 4,566 | 24.1% | $37.43万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $205.48万 | 0.72% | 39,753 | 206 | 0.5% | $1.06万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $220.61万 | 0.78% | 62,978 | 7,071 | 12.6% | $24.77万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $251.87万 | 0.89% | 30,422 | 2,257 | 8.0% | $18.69万 | 加仓 |
| AAPL | APPLE INC COM | $303.87万 | 1.07% | 10,501 | 239 | 2.3% | $6.92万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $317.98万 | 1.12% | 62,620 | -1,818 | -2.8% | -$9.23万 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $436.95万 | 1.54% | 91,503 | 8,450 | 10.2% | $40.35万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $512.59万 | 1.81% | 127,725 | 28,788 | 29.1% | $115.53万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $528.38万 | 1.86% | 182,356 | 33,116 | 22.2% | $95.95万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $533.12万 | 1.88% | 65,063 | -714 | -1.1% | -$5.85万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $738.40万 | 2.61% | 181,739 | 7,085 | 4.1% | $28.79万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $763.70万 | 2.69% | 193,131 | 27,262 | 16.4% | $107.80万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $768.66万 | 2.71% | 247,158 | 247,158 | — | $768.66万 | 新建仓 |