Luminvest Wealth Management LLC
SCOTTSDALE AZ · SEC CIK 0002036517
$4.30亿2026Q2 申报市值
58持仓数
86.5%前十大占比 · 第一大 25.4%
3 / 0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
VXUS 加仓+$585.71万
VTI 加仓+$332.48万
BND 加仓+$229.19万
BNDX 加仓+$156.45万
VCIT 加仓+$145.70万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$190.56万
VTEC 减仓-$103.38万
VEU 减仓-$44.69万
VUG 减仓-$34.96万
VEA 减仓-$19.11万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.09亿 | 25.41% | 296,405 | 9,011 | 3.1% | $332.48万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8,470.67万 | 19.68% | 995,284 | 68,820 | 7.4% | $585.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,839.54万 | 8.92% | 462,478 | -5,383 | -1.2% | -$44.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,779.45万 | 6.46% | 378,971 | 31,250 | 9.0% | $229.19万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,772.26万 | 6.44% | 551,562 | 11,007 | 2.0% | $55.32万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,528.42万 | 5.88% | 522,481 | 32,329 | 6.6% | $156.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,112.48万 | 4.91% | 255,861 | 17,647 | 7.4% | $145.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,588.54万 | 3.69% | 23,198 | -127 | -0.5% | -$8.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,168.88万 | 2.72% | 147,957 | 18,181 | 14.0% | $143.63万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,020.21万 | 2.37% | 41,698 | 4,171 | 11.1% | $102.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $691.03万 | 1.61% | 31,709 | 6,070 | 23.7% | $132.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $606.48万 | 1.41% | 8,138 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $515.31万 | 1.20% | 72,323 | -2,682 | -3.6% | -$19.11万 | 减仓 |
| ITOT | ISHARES TR | $399.89万 | 0.93% | 24,361 | 2,442 | 11.1% | $40.09万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $355.82万 | 0.83% | 35,370 | -10,277 | -22.5% | -$103.38万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $341.95万 | 0.79% | 118,077 | 44,056 | 59.5% | $127.59万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $259.38万 | 0.60% | 34,273 | -215 | -0.6% | -$1.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $198.31万 | 0.46% | 12,549 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $192.60万 | 0.45% | 20,181 | -320 | -1.6% | -$3.05万 | 减仓 |
| IWR | ISHARES TR | $166.10万 | 0.39% | 15,056 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $151.52万 | 0.35% | 17,590 | -4,058 | -18.7% | -$34.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $141.74万 | 0.33% | 4,676 | 2 | 0.0% | $606 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $132.08万 | 0.31% | 5,582 | -218 | -3.8% | -$5.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $93.14万 | 0.22% | 25,780 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $90.58万 | 0.21% | 11,914 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $89.23万 | 0.21% | 773 | 60 | 8.4% | $6.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $84.06万 | 0.20% | 2,254 | 691 | 44.2% | $25.77万 | 加仓 |
| AAPL | APPLE INC | $77.61万 | 0.18% | 2,553 | 783 | 44.2% | $23.80万 | 加仓 |
| GOOGL | ALPHABET INC | $77.16万 | 0.18% | 2,159 | 641 | 42.2% | $22.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.11万 | 0.18% | 1,541 | 125 | 8.8% | $6.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $69.60万 | 0.16% | 3,478 | 1,813 | 108.9% | $36.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $69.56万 | 0.16% | 8,633 | -1,355 | -13.6% | -$10.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.21万 | 0.14% | 10,086 | 149 | 1.5% | $8,894 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $60.13万 | 0.14% | 8,724 | 106 | 1.2% | $7,307 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $57.27万 | 0.13% | 5,832 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $54.76万 | 0.13% | 731 | 1 | 0.1% | $749 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $53.46万 | 0.12% | 10,342 | -406 | -3.8% | -$2.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $50.56万 | 0.12% | 1,950 | 318 | 19.5% | $8.25万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $48.28万 | 0.11% | 4,782 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $47.68万 | 0.11% | 4,737 | -18,931 | -80.0% | -$190.56万 | 减仓 |
| ABBV | ABBVIE INC | $41.68万 | 0.10% | 1,646 | 115 | 7.5% | $2.91万 | 加仓 |
| AVGO | BROADCOM INC | $40.76万 | 0.09% | 1,079 | 349 | 47.8% | $13.18万 | 加仓 |
| AMZN | AMAZON COM INC | $37.32万 | 0.09% | 1,566 | 478 | 43.9% | $11.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.91万 | 0.08% | 1,065 | 209 | 24.4% | $6.85万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.09万 | 0.07% | 3,511 | 153 | 4.6% | $1.35万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $28.70万 | 0.07% | 2,481 | -1 | -0.0% | -$116 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.62万 | 0.06% | 382 | 382 | — | $27.62万 | 新建仓 |
| IWM | ISHARES TR | $27.10万 | 0.06% | 924 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $25.69万 | 0.06% | 8,259 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $25.17万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $24.33万 | 0.06% | 2,680 | -431 | -13.9% | -$3.91万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $24.14万 | 0.06% | 3,550 | 3,550 | — | $24.14万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $24.03万 | 0.06% | 6,941 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.99万 | 0.06% | 2,488 | 16 | 0.6% | $1,543 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.03万 | 0.05% | 7,263 | 7,263 | — | $23.03万 | 新建仓 |
| HD | HOME DEPOT INC | $22.79万 | 0.05% | 648 | 41 | 6.8% | $1.44万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $21.10万 | 0.05% | 3,078 | -2,352 | -43.3% | -$16.12万 | 减仓 |
| — | EXXON MOBIL CORP | $20.66万 | 0.05% | 1,511 | 229 | 17.9% | $3.13万 | 加仓 |