FMB WEALTH MANAGEMENT
WESTLAKE VILLAGE CA · SEC CIK 0002040224
$2.72亿2026Q2 申报市值
74持仓数
63.7%前十大占比 · 第一大 18.8%
2 / 2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
DFSD 加仓+$90.09万
DFIC 加仓+$85.44万
DIMENSIONAL ETF 加仓+$80.00万
DIMENSIONAL ETF 加仓+$70.70万
DFCA 新建仓+$40.35万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$44.06万
BA 清仓-$38.41万
NEE 清仓-$21.13万
DFUS 减仓-$20.46万
VTIP 减仓-$16.35万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -1,930 | -100.0% | -$38.41万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,275 | -100.0% | -$21.13万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.81万 | 0.03% | 11,719 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.56万 | 0.08% | 802 | -193 | -19.4% | -$5.43万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $23.60万 | 0.09% | 5,655 | -717 | -11.3% | -$2.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.34万 | 0.09% | 326 | -25 | -7.1% | -$1.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $24.63万 | 0.09% | 970 | -5 | -0.5% | -$1,269 | 减仓 |
| — | EXXON MOBIL CORP | $25.00万 | 0.09% | 1,829 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $25.24万 | 0.09% | 2,767 | 39 | 1.4% | $3,557 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.24万 | 0.10% | 4,396 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $30.33万 | 0.11% | 1,018 | 1,018 | — | $30.33万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $30.81万 | 0.11% | 1,617 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $31.29万 | 0.12% | 6,710 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $32.04万 | 0.12% | 2,289 | 2 | 0.1% | $280 | 加仓 |
| MLRG | ISHARES TR | $33.04万 | 0.12% | 3,188 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $33.34万 | 0.12% | 4,670 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $36.01万 | 0.13% | 5,490 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $37.75万 | 0.14% | 5,592 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $37.95万 | 0.14% | 8,010 | 429 | 5.7% | $2.03万 | 加仓 |
| META | META PLATFORMS INC | $39.04万 | 0.14% | 693 | 15 | 2.2% | $8,449 | 加仓 |
| BAC | BANK OF AMER CORP | $39.76万 | 0.15% | 6,978 | 7 | 0.1% | $399 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $40.35万 | 0.15% | 8,041 | 8,041 | — | $40.35万 | 新建仓 |
| CAT | CATERPILLAR INC | $41.22万 | 0.15% | 387 | 4 | 1.0% | $4,260 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $44.17万 | 0.16% | 5,529 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $46.03万 | 0.17% | 1,218 | -6 | -0.5% | -$2,267 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $48.22万 | 0.18% | 974 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $53.58万 | 0.20% | 1,274 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $54.25万 | 0.20% | 2,276 | -20 | -0.9% | -$4,767 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $57.39万 | 0.21% | 6,967 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $57.88万 | 0.21% | 6,272 | 3 | 0.0% | $277 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.75万 | 0.25% | 1,334 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $68.28万 | 0.25% | 1,830 | -6 | -0.3% | -$2,239 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.10万 | 0.27% | 26,752 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $76.14万 | 0.28% | 1,757 | -3 | -0.2% | -$1,300 | 减仓 |
| GOOG | ALPHABET INC | $77.24万 | 0.28% | 2,186 | 34 | 1.6% | $1.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $87.83万 | 0.32% | 11,273 | -260 | -2.3% | -$2.03万 | 减仓 |
| GOOGL | ALPHABET INC | $94.19万 | 0.35% | 2,636 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $94.85万 | 0.35% | 18,884 | -3,256 | -14.7% | -$16.35万 | 减仓 |
| VO | VANGUARD INDEX FDS | $98.40万 | 0.36% | 12,213 | 13 | 0.1% | $1,047 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $102.52万 | 0.38% | 11,581 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $103.83万 | 0.38% | 12,541 | 279 | 2.3% | $2.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $108.10万 | 0.40% | 27,868 | 253 | 0.9% | $9,814 | 加仓 |
| CVX | CHEVRON CORPORATION | $129.08万 | 0.47% | 7,787 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $130.05万 | 0.48% | 12,620 | -238 | -1.9% | -$2.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $131.00万 | 0.48% | 1,135 | -92 | -7.5% | -$10.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $143.40万 | 0.53% | 1,947 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $147.51万 | 0.54% | 35,756 | 4,167 | 13.2% | $17.19万 | 加仓 |
| IVV | ISHARES TR | $159.36万 | 0.59% | 2,128 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $200.41万 | 0.74% | 49,313 | 4,523 | 10.1% | $18.38万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $207.65万 | 0.76% | 5,603 | 1 | 0.0% | $371 | 加仓 |
| AMGN | AMGEN INC | $239.34万 | 0.88% | 6,610 | 176 | 2.7% | $6.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $251.99万 | 0.93% | 96,325 | 2,008 | 2.1% | $5.25万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $253.60万 | 0.93% | 26,283 | 65 | 0.2% | $6,272 | 加仓 |
| NVDA | NVIDIA CORPORATION | $287.12万 | 1.06% | 14,350 | 388 | 2.8% | $7.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $291.60万 | 1.07% | 23,373 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $307.26万 | 1.13% | 60,507 | -1,725 | -2.8% | -$8.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $325.87万 | 1.20% | 8,806 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $338.81万 | 1.25% | 84,259 | -786 | -0.9% | -$3.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $435.44万 | 1.60% | 80,607 | -540 | -0.7% | -$2.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $462.46万 | 1.70% | 56,412 | 9,759 | 20.9% | $80.00万 | 加仓 |
| AAPL | APPLE INC | $466.65万 | 1.72% | 16,127 | -176 | -1.1% | -$5.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $505.50万 | 1.86% | 61,391 | -1,319 | -2.1% | -$10.86万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $523.23万 | 1.92% | 126,843 | 179 | 0.1% | $7,384 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $570.64万 | 2.10% | 103,735 | -1,964 | -1.9% | -$10.80万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $615.06万 | 2.26% | 62,065 | 73 | 0.1% | $7,234 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $688.93万 | 2.53% | 77,234 | 876 | 1.1% | $7.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $721.35万 | 2.65% | 103,198 | -2,089 | -2.0% | -$14.60万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $851.09万 | 3.13% | 178,238 | 18,866 | 11.8% | $90.09万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $909.15万 | 3.34% | 110,953 | -2,497 | -2.2% | -$20.46万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,120.42万 | 4.12% | 216,757 | -677 | -0.3% | -$3.50万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,127.20万 | 4.15% | 302,523 | 22,932 | 8.2% | $85.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,412.78万 | 5.20% | 201,822 | -1,180 | -0.6% | -$8.26万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,711.69万 | 6.30% | 464,628 | -11,961 | -2.5% | -$44.06万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,172.08万 | 7.99% | 169,588 | 429 | 0.3% | $5.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,176.98万 | 8.01% | 327,365 | -272 | -0.1% | -$1.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,113.74万 | 18.81% | 1,152,783 | 15,938 | 1.4% | $70.70万 | 加仓 |