Tumwater Wealth Management, LLC
Boise ID · SEC CIK 0002034579
$2.49亿2026Q1 申报市值
34持仓数
95.2%前十大占比 · 第一大 29.3%
2 / 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
DUSB 加仓+$143.05万
BIV 加仓+$98.64万
VTI 加仓+$51.23万
STX 新建仓+$23.51万
VDE 新建仓+$20.94万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$275.97万
RTX 清仓-$51.81万
GOOGL 清仓-$42.91万
DIMENSIONAL ETF 减仓-$14.69万
CVX 减仓-$14.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $7,297.40万 | 29.35% | 2,148,190 | -81,240 | -3.6% | -$275.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,276.30万 | 21.22% | 164,468 | 1,597 | 1.0% | $51.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,926.45万 | 15.79% | 628,735 | -2,352 | -0.4% | -$14.69万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,195.68万 | 12.85% | 894,899 | 3,413 | 0.4% | $12.19万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,610.37万 | 6.48% | 208,651 | 12,780 | 6.5% | $98.64万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $935.19万 | 3.76% | 184,420 | 28,210 | 18.1% | $143.05万 | 加仓 |
| VV | VANGUARD INDEX FDS | $468.99万 | 1.89% | 15,693 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $393.64万 | 1.58% | 81,230 | -2,772 | -3.3% | -$13.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $293.33万 | 1.18% | 14,177 | -702 | -4.7% | -$14.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $273.86万 | 1.10% | 4,583 | 120 | 2.7% | $7.17万 | 加仓 |
| AAPL | APPLE INC | $110.15万 | 0.44% | 4,340 | -52 | -1.2% | -$1.32万 | 减仓 |
| CAT | CATERPILLAR INC | $100.26万 | 0.40% | 1,415 | 46 | 3.4% | $3.26万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $97.56万 | 0.39% | 21,045 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $95.76万 | 0.39% | 19,571 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $88.43万 | 0.36% | 2,389 | -36 | -1.5% | -$1.33万 | 减仓 |
| IDA | IDACORP INC | $71.21万 | 0.29% | 4,981 | -7 | -0.1% | -$1,001 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $66.03万 | 0.27% | 8,421 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $58.28万 | 0.23% | 15,233 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $50.32万 | 0.20% | 505 | -13 | -2.5% | -$1.30万 | 减仓 |
| VB | VANGUARD INDEX FDS | $44.66万 | 0.18% | 1,705 | -257 | -13.1% | -$6.73万 | 减仓 |
| — | EXXON MOBIL CORP | $42.79万 | 0.17% | 2,522 | 5 | 0.2% | $848 | 加仓 |
| WMT | WALMART INC | $40.27万 | 0.16% | 3,240 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $39.33万 | 0.16% | 1,393 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $39.03万 | 0.16% | 1,327 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.26万 | 0.12% | 2,057 | -20 | -1.0% | -$2,942 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $29.89万 | 0.12% | 5,085 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $29.49万 | 0.12% | 8,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $28.93万 | 0.12% | 506 | 2 | 0.4% | $1,143 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.51万 | 0.09% | 600 | 600 | — | $23.51万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $22.01万 | 0.09% | 1,262 | 20 | 1.6% | $3,488 | 加仓 |
| VTV | VANGUARD INDEX FDS | $21.72万 | 0.09% | 1,107 | -8 | -0.7% | -$1,570 | 减仓 |
| AMZN | AMAZON COM INC | $21.16万 | 0.09% | 1,016 | 5 | 0.5% | $1,041 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $20.94万 | 0.08% | 2,228 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $20.94万 | 0.08% | 1,210 | 1,210 | — | $20.94万 | 新建仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,825 | -100.0% | -$51.81万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$42.91万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |