VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE IN · SEC CIK 0002033299
$2.25亿2026Q1 申报市值
99持仓数
55.0%前十大占比 · 第一大 8.8%
5 / 2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
DFGP 新建仓+$544.42万
DIMENSIONAL U.S. 加仓+$488.26万
VOO 加仓+$376.06万
DFIC 加仓+$276.24万
DFLV 加仓+$159.02万
2026Q1 卖出最多 按季末市值估算
DFCF 减仓-$280.84万
SPYM 减仓-$31.59万
BSX 清仓-$27.93万
INNOVATOR U.S. E 减仓-$25.25万
V 清仓-$22.44万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $1,977.84万 | 8.80% | 374,794 | 23,050 | 6.6% | $121.64万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1,965.44万 | 8.74% | 603,957 | 150,035 | 33.1% | $488.26万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1,819.53万 | 8.09% | 574,815 | 87,268 | 17.9% | $276.24万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $1,209.13万 | 5.38% | 249,589 | 4,511 | 1.8% | $21.85万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $1,156.95万 | 5.15% | 185,260 | -1,672 | -0.9% | -$10.44万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $1,060.83万 | 4.72% | 302,774 | 22,713 | 8.1% | $79.58万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,004.15万 | 4.47% | 16,809 | 6,295 | 59.9% | $376.06万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $828.94万 | 3.69% | 116,589 | 6,592 | 6.0% | $46.87万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $708.27万 | 3.15% | 147,771 | 10,748 | 7.8% | $51.52万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $643.72万 | 2.86% | 154,444 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $618.62万 | 2.75% | 80,823 | -4,127 | -4.9% | -$31.59万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $603.21万 | 2.68% | 174,654 | 4,893 | 2.9% | $16.90万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $592.02万 | 2.63% | 165,869 | 44,553 | 36.7% | $159.02万 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $564.42万 | 2.51% | 167,911 | 16,368 | 10.8% | $55.02万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $544.42万 | 2.42% | 113,433 | 113,433 | — | $544.42万 | 新建仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $466.40万 | 2.07% | 65,777 | 17 | 0.0% | $1,205 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $397.62万 | 1.77% | 83,053 | 19,652 | 31.0% | $94.08万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $396.55万 | 1.76% | 149,240 | 25,837 | 20.9% | $68.65万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $390.06万 | 1.73% | 98,937 | 9,345 | 10.4% | $36.84万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $326.77万 | 1.45% | 64,438 | 9,916 | 18.2% | $50.28万 | 加仓 |
| AAPL | APPLE INC COM | $260.44万 | 1.16% | 10,262 | 162 | 1.6% | $4.11万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $207.80万 | 0.92% | 28,165 | 1,292 | 4.8% | $9.53万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $188.20万 | 0.84% | 55,907 | 1,666 | 3.1% | $5.61万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $178.43万 | 0.79% | 39,547 | -971 | -2.4% | -$4.38万 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $176.48万 | 0.78% | 74,624 | -1,269 | -1.7% | -$3.00万 | 减仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $166.92万 | 0.74% | 33,783 | -91 | -0.3% | -$4,496 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $154.81万 | 0.69% | 36,675 | -66,533 | -64.5% | -$280.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $149.65万 | 0.67% | 8,581 | -29 | -0.3% | -$5,058 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $136.73万 | 0.61% | 18,970 | 7,807 | 69.9% | $56.27万 | 加仓 |
| — | INNOVATOR US EQUITY ACCELERATED ETF | $136.71万 | 0.61% | 34,538 | -2,436 | -6.6% | -$9.64万 | 减仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $132.84万 | 0.59% | 31,840 | -1,420 | -4.3% | -$5.92万 | 减仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $123.48万 | 0.55% | 20,806 | 11,895 | 133.5% | $70.60万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $121.78万 | 0.54% | 31,257 | -2,522 | -7.5% | -$9.83万 | 减仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $117.69万 | 0.52% | 33,713 | -433 | -1.3% | -$1.51万 | 减仓 |
| AMZN | AMAZON COM INC COM | $104.66万 | 0.47% | 5,025 | -44 | -0.9% | -$9,164 | 减仓 |
| MSFT | MICROSOFT CORP COM | $104.46万 | 0.46% | 2,822 | -91 | -3.1% | -$3.37万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $101.97万 | 0.45% | 3,546 | -329 | -8.5% | -$9.46万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $97.62万 | 0.43% | 1,501 | 5 | 0.3% | $3,252 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $82.06万 | 0.36% | 22,323 | 22,323 | — | $82.06万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $76.48万 | 0.34% | 1,080 | 4 | 0.4% | $2,833 | 加仓 |
| TSLA | TESLA INC COM | $71.77万 | 0.32% | 1,931 | -1 | -0.1% | -$372 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $69.02万 | 0.31% | 2,824 | 22 | 0.8% | $5,377 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $67.73万 | 0.30% | 2,111 | 125 | 6.3% | $4.01万 | 加仓 |
| LLY | ELI LILLY & CO COM | $66.79万 | 0.30% | 726 | 12 | 1.7% | $1.10万 | 加仓 |
| AVGO | BROADCOM INC COM | $65.89万 | 0.29% | 2,129 | 71 | 3.4% | $2.20万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $64.55万 | 0.29% | 6,825 | 23 | 0.3% | $2,175 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $64.04万 | 0.28% | 11,318 | 54 | 0.5% | $3,055 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $62.97万 | 0.28% | 5,325 | -42 | -0.8% | -$4,966 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $61.96万 | 0.28% | 4,652 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $60.85万 | 0.27% | 932 | 21 | 2.3% | $1.37万 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $58.74万 | 0.26% | 13,910 | -1 | -0.0% | -$42 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $58.03万 | 0.26% | 7,341 | 1,235 | 20.2% | $9.76万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | $53.08万 | 0.24% | 13,561 | -6,450 | -32.2% | -$25.25万 | 减仓 |
| — | EXXON MOBIL CORP COM | $52.80万 | 0.23% | 3,112 | 91 | 3.0% | $1.54万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF | $50.35万 | 0.22% | 12,173 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $49.69万 | 0.22% | 13,580 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $49.28万 | 0.22% | 1,881 | 12 | 0.6% | $3,144 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $48.13万 | 0.21% | 11,714 | 11,714 | — | $48.13万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $48.08万 | 0.21% | 2,324 | 7 | 0.3% | $1,448 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $46.89万 | 0.21% | 5,980 | 227 | 3.9% | $1.78万 | 加仓 |
| — | DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | $46.69万 | 0.21% | 6,913 | 2,104 | 43.8% | $14.21万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $46.58万 | 0.21% | 13,920 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $44.85万 | 0.20% | 10,577 | 5,236 | 98.0% | $22.20万 | 加仓 |
| META | META PLATFORMS INC CL A | $42.11万 | 0.19% | 736 | 27 | 3.8% | $1.54万 | 加仓 |
| HSY | HERSHEY CO COM | $42.08万 | 0.19% | 2,024 | 6 | 0.3% | $1,247 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $41.87万 | 0.19% | 1,459 | -33 | -2.2% | -$9,469 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | $40.38万 | 0.18% | 12,277 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.95万 | 0.17% | 6,079 | 233 | 4.0% | $1.49万 | 加仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $38.45万 | 0.17% | 10,598 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $38.44万 | 0.17% | 1,586 | -19 | -1.2% | -$4,605 | 减仓 |
| WMT | WALMART INC COM | $37.42万 | 0.17% | 3,011 | -228 | -7.0% | -$2.83万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $37.19万 | 0.17% | 3,971 | 10 | 0.3% | $937 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $36.99万 | 0.16% | 772 | 7 | 0.9% | $3,354 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $36.64万 | 0.16% | 6,420 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $35.38万 | 0.16% | 1,203 | -91 | -7.0% | -$2.68万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $34.55万 | 0.15% | 2,600 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $32.94万 | 0.15% | 3,426 | 216 | 6.7% | $2.08万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $32.72万 | 0.15% | 9,664 | 15 | 0.2% | $508 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $32.38万 | 0.14% | 1,490 | 4 | 0.3% | $869 | 加仓 |
| VTV | VANGUARD VALUE ETF | $32.11万 | 0.14% | 1,637 | 8 | 0.5% | $1,569 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $31.87万 | 0.14% | 6,596 | 105 | 1.6% | $5,074 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $31.85万 | 0.14% | 5,149 | 5,149 | — | $31.85万 | 新建仓 |
| KO | COCA COLA CO COM | $29.55万 | 0.13% | 3,880 | 61 | 1.6% | $4,646 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $29.02万 | 0.13% | 291 | 57 | 24.4% | $5.68万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $28.51万 | 0.13% | 6,077 | 15 | 0.2% | $704 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $28.28万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $27.17万 | 0.12% | 3,334 | 5 | 0.2% | $407 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $25.42万 | 0.11% | 1,760 | -61 | -3.3% | -$8,810 | 减仓 |
| PWR | QUANTA SVCS INC COM | $25.36万 | 0.11% | 462 | 2 | 0.4% | $1,098 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $24.67万 | 0.11% | 4,565 | 73 | 1.6% | $3,945 | 加仓 |
| ORCL | ORACLE CORP COM | $24.41万 | 0.11% | 1,659 | 52 | 3.2% | $7,652 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $24.31万 | 0.11% | 7,760 | -100 | -1.3% | -$3,133 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | $22.83万 | 0.10% | 7,493 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $22.23万 | 0.10% | 7,106 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.10万 | 0.10% | 1,027 | -10 | -1.0% | -$2,151 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $21.72万 | 0.10% | 2,188 | 2,188 | — | $21.72万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $20.64万 | 0.09% | 2,422 | 25 | 1.0% | $2,131 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $8.84万 | 0.04% | 17,330 | 704 | 4.2% | $3,590 | 加仓 |
| — | INSPIREMD INC COM | $3.98万 | 0.02% | 24,425 | -18,000 | -42.4% | -$2.93万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -3,045 | -100.0% | -$27.93万 | 清仓 |