Luminvest Wealth Management LLC
SCOTTSDALE AZ · SEC CIK 0002036517
$3.82亿2026Q1 申报市值
55持仓数
86.7%前十大占比 · 第一大 24.8%
4 / 1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
VTEC 加仓+$309.84万
VXUS 加仓+$277.23万
VBIL 新建仓+$260.90万
BND 加仓+$234.64万
VTI 加仓+$222.59万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$104.64万
VGK 减仓-$28.50万
INTU 清仓-$24.05万
EXXON MOBIL CORP 减仓-$8.96万
BLV 减仓-$1.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $9,471.41万 | 24.76% | 287,394 | 6,754 | 2.4% | $222.59万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,237.85万 | 18.92% | 926,464 | 35,486 | 4.0% | $277.23万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,594.55万 | 9.40% | 467,861 | 6,009 | 1.3% | $46.17万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,709.17万 | 7.08% | 540,555 | 8,196 | 1.5% | $41.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,561.68万 | 6.70% | 347,721 | 31,850 | 10.1% | $234.64万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,355.90万 | 6.16% | 490,152 | 34,222 | 7.5% | $164.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,972.50万 | 5.16% | 238,214 | 16,475 | 7.4% | $136.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,441.33万 | 3.77% | 23,325 | 807 | 3.6% | $49.87万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,029.01万 | 2.69% | 129,776 | 11,648 | 9.9% | $92.36万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $788.00万 | 2.06% | 37,527 | 616 | 1.7% | $12.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $542.64万 | 1.42% | 8,138 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $503.55万 | 1.32% | 25,639 | 1,121 | 4.6% | $22.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $480.72万 | 1.26% | 75,005 | 7,808 | 11.6% | $50.04万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $452.27万 | 1.18% | 45,647 | 31,272 | 217.5% | $309.84万 | 加仓 |
| ITOT | ISHARES TR | $314.51万 | 0.82% | 21,919 | 568 | 2.7% | $8.15万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $260.90万 | 0.68% | 34,488 | 34,488 | — | $260.90万 | 新建仓 |
| SGOV | ISHARES TR | $238.24万 | 0.62% | 23,668 | 11,669 | 97.2% | $117.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $185.84万 | 0.49% | 12,549 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $185.79万 | 0.49% | 74,021 | -410 | -0.6% | -$1.03万 | 减仓 |
| IXUS | ISHARES TR | $177.62万 | 0.46% | 20,501 | 385 | 1.9% | $3.34万 | 加仓 |
| IWR | ISHARES TR | $146.39万 | 0.38% | 15,056 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $124.73万 | 0.33% | 5,800 | -36 | -0.6% | -$7,742 | 减仓 |
| VUG | VANGUARD INDEX FDS | $124.70万 | 0.33% | 3,608 | 931 | 34.8% | $32.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $122.58万 | 0.32% | 4,674 | 84 | 1.8% | $2.20万 | 加仓 |
| IJH | ISHARES TR | $86.72万 | 0.23% | 11,914 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $74.97万 | 0.20% | 25,780 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.85万 | 0.18% | 1,416 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $67.82万 | 0.18% | 2,497 | 667 | 36.4% | $18.12万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $59.27万 | 0.15% | 8,618 | -189 | -2.1% | -$1.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $57.84万 | 0.15% | 1,563 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $54.97万 | 0.14% | 5,832 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.71万 | 0.14% | 9,937 | 1 | 0.0% | $54 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $48.49万 | 0.13% | 10,748 | 10,748 | — | $48.49万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $47.79万 | 0.12% | 4,782 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $47.70万 | 0.12% | 730 | 368 | 101.7% | $24.05万 | 加仓 |
| AAPL | APPLE INC | $46.19万 | 0.12% | 1,770 | 72 | 4.2% | $1.88万 | 加仓 |
| GOOGL | ALPHABET INC | $43.65万 | 0.11% | 1,518 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.51万 | 0.10% | 1,632 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $37.12万 | 0.10% | 5,430 | -7 | -0.1% | -$478 | 减仓 |
| ABBV | ABBVIE INC | $32.88万 | 0.09% | 1,531 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $29.24万 | 0.08% | 3,358 | -3,274 | -49.4% | -$28.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.04万 | 0.08% | 1,665 | -6,000 | -78.3% | -$104.64万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $26.06万 | 0.07% | 2,482 | 34 | 1.4% | $3,570 | 重新持有 |
| IWM | ISHARES TR | $25.56万 | 0.07% | 924 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.21万 | 0.07% | 856 | 29 | 3.5% | $8,539 | 加仓 |
| SPTM | SPDR SERIES TRUST | $24.60万 | 0.06% | 3,111 | 3,111 | — | $24.60万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $24.09万 | 0.06% | 713 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $23.00万 | 0.06% | 8,259 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $22.96万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.66万 | 0.06% | 1,088 | 135 | 14.2% | $2.81万 | 重新持有 |
| AVGO | BROADCOM INC | $22.59万 | 0.06% | 730 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $21.93万 | 0.06% | 2,472 | 2,472 | — | $21.93万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.75万 | 0.06% | 1,282 | -528 | -29.2% | -$8.96万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.47万 | 0.05% | 6,941 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.04万 | 0.05% | 607 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -363 | -100.0% | -$24.05万 | 清仓 |