Tumwater Wealth Management, LLC
Boise ID · SEC CIK 0002034579
$2.77亿2026Q2 申报市值
33持仓数
95.2%前十大占比 · 第一大 28.8%
1 / 3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
BIV 加仓+$77.47万
VTI 加仓+$58.65万
DIMENSIONAL ETF 加仓+$55.73万
DFLV 加仓+$47.19万
DUSB 加仓+$45.26万
2026Q2 卖出最多 按季末市值估算
MU 重新持有-$115.20万
META 清仓-$28.93万
AMZN 清仓-$21.16万
VDE 清仓-$20.94万
DFUV 减仓-$5.43万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -506 | -100.0% | -$28.93万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,016 | -100.0% | -$21.16万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,210 | -100.0% | -$20.94万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $20.26万 | 0.07% | 5,338 | 5,338 | — | $20.26万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.56万 | 0.07% | 2,228 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.12万 | 0.09% | 1,107 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $25.25万 | 0.09% | 1,262 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.15万 | 0.11% | 2,057 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $30.93万 | 0.11% | 8,300 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $31.40万 | 0.11% | 272 | -998 | -78.6% | -$115.20万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $31.98万 | 0.12% | 5,085 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.55万 | 0.12% | 2,527 | 5 | 0.2% | $684 | 加仓 |
| WMT | WALMART INC | $36.70万 | 0.13% | 3,240 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $43.44万 | 0.16% | 1,327 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $47.24万 | 0.17% | 505 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $48.76万 | 0.18% | 1,393 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $53.05万 | 0.19% | 1,750 | 45 | 2.6% | $1.36万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $57.90万 | 0.21% | 600 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $60.44万 | 0.22% | 15,233 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $67.43万 | 0.24% | 8,655 | 234 | 2.8% | $1.82万 | 加仓 |
| IDA | IDACORP INC | $75.36万 | 0.27% | 4,981 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $89.12万 | 0.32% | 2,389 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $102.19万 | 0.37% | 21,045 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $103.26万 | 0.37% | 19,571 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $139.67万 | 0.51% | 4,827 | 487 | 11.2% | $14.09万 | 加仓 |
| CAT | CATERPILLAR INC | $150.76万 | 0.55% | 1,416 | 1 | 0.1% | $1,065 | 加仓 |
| CVX | CHEVRON CORPORATION | $235.08万 | 0.85% | 14,182 | 5 | 0.0% | $829 | 加仓 |
| VOO | VANGUARD INDEX FDS | $318.06万 | 1.15% | 4,631 | 48 | 1.0% | $3.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $441.42万 | 1.60% | 80,243 | -987 | -1.2% | -$5.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $538.25万 | 1.95% | 15,651 | -42 | -0.3% | -$1.44万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $981.75万 | 3.55% | 193,333 | 8,913 | 4.8% | $45.26万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,678.28万 | 6.07% | 218,749 | 10,098 | 4.8% | $77.47万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,585.62万 | 12.97% | 906,834 | 11,935 | 1.3% | $47.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,450.59万 | 16.10% | 636,708 | 7,973 | 1.3% | $55.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,144.63万 | 22.22% | 166,053 | 1,585 | 1.0% | $58.65万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,953.35万 | 28.76% | 2,158,889 | 10,699 | 0.5% | $39.42万 | 加仓 |