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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP COM | $24.05万 | 0.08% | 1,641 | -18 | -1.1% | -$2,638 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $24.02万 | 0.08% | 7,106 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $22.56万 | 0.08% | 3,160 | -266 | -7.8% | -$1.90万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $22.03万 | 0.08% | 2,218 | 30 | 1.4% | $2,979 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $21.94万 | 0.08% | 2,393 | -29 | -1.2% | -$2,659 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $21.71万 | 0.08% | 232 | -59 | -20.3% | -$5.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.24万 | 0.07% | 210 | 210 | — | $21.24万 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $21.19万 | 0.07% | 2,630 | 2,630 | — | $21.19万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $20.77万 | 0.07% | 3,645 | 3,645 | — | $20.77万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $20.05万 | 0.07% | 883 | 883 | — | $20.05万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $8.89万 | 0.03% | 17,823 | 493 | 2.8% | $2,460 | 加仓 |
| — | INSPIREMD INC COM | $1.71万 | 0.01% | 24,425 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,112 | -100.0% | -$52.80万 | 清仓 |