Parkwoods Wealth Partners, LLC
SYRACUSE NY · SEC CIK 0002042772
$6.22亿2026Q2 申报市值
168持仓数
58.6%前十大占比 · 第一大 10.4%
54 / 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
DFSD 加仓+$2,512.96万
DFGX 新建仓+$1,449.80万
DFCF 加仓+$1,244.52万
IVV 加仓+$686.66万
DIMENSIONAL ETF 加仓+$636.66万
2026Q2 卖出最多 按季末市值估算
TFLO 减仓-$99.13万
DFAU 减仓-$68.22万
BSVO 减仓-$42.72万
JAAA 减仓-$25.92万
META 减仓-$8.73万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $6,468.61万 | 10.39% | 925,410 | 13,058 | 1.4% | $91.28万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,848.08万 | 9.40% | 1,063,093 | 38,217 | 3.7% | $210.23万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,641.94万 | 7.46% | 972,134 | 526,275 | 118.0% | $2,512.96万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,533.40万 | 7.28% | 839,208 | 70,757 | 9.2% | $382.23万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,420.23万 | 7.10% | 539,447 | 15,179 | 2.9% | $124.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,553.08万 | 5.71% | 800,965 | 143,521 | 21.8% | $636.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,509.15万 | 4.03% | 304,730 | 15,851 | 5.5% | $130.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,603.79万 | 2.58% | 413,454 | 96,929 | 30.6% | $375.99万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,475.01万 | 2.37% | 367,558 | 44,686 | 13.8% | $179.32万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,449.80万 | 2.33% | 270,512 | 270,512 | — | $1,449.80万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,407.15万 | 2.26% | 349,950 | 74,245 | 26.9% | $298.54万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,275.95万 | 2.05% | 302,287 | 294,839 | 3,958.6% | $1,244.52万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,096.51万 | 1.76% | 212,132 | -13,197 | -5.9% | -$68.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $834.74万 | 1.34% | 200,033 | 49,130 | 32.6% | $205.02万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $827.33万 | 1.33% | 200,565 | 36,087 | 21.9% | $148.86万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $805.76万 | 1.29% | 198,267 | 43,289 | 27.9% | $175.93万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $769.25万 | 1.24% | 151,487 | 3,225 | 2.2% | $16.38万 | 加仓 |
| IVV | ISHARES TR | $745.59万 | 1.20% | 9,956 | 9,169 | 1,165.1% | $686.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $687.28万 | 1.10% | 237,237 | 42,945 | 22.1% | $124.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $631.99万 | 1.02% | 17,079 | 13,967 | 448.8% | $516.83万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $617.53万 | 0.99% | 79,262 | 25,952 | 48.7% | $202.19万 | 加仓 |
| IEFA | ISHARES TR | $572.66万 | 0.92% | 59,294 | 59,294 | — | $572.66万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $571.30万 | 0.92% | 153,329 | 19,171 | 14.3% | $71.43万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $547.20万 | 0.88% | 53,100 | 29,038 | 120.7% | $299.24万 | 加仓 |
| BSVO | EA SERIES TRUST | $500.22万 | 0.80% | 171,369 | -14,635 | -7.9% | -$42.72万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $457.74万 | 0.74% | 130,671 | 34,379 | 35.7% | $120.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $456.73万 | 0.73% | 36,609 | 14,547 | 65.9% | $181.49万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $395.80万 | 0.64% | 134,489 | 134,489 | — | $395.80万 | 新建仓 |
| AAPL | APPLE INC | $367.43万 | 0.59% | 12,698 | 8,326 | 190.4% | $240.92万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $357.24万 | 0.57% | 96,971 | -2,165 | -2.2% | -$7.98万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $339.18万 | 0.54% | 40,968 | 5,027 | 14.0% | $41.62万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $338.55万 | 0.54% | 61,927 | 61,927 | — | $338.55万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $327.56万 | 0.53% | 39,111 | 39,111 | — | $327.56万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $326.72万 | 0.52% | 4,757 | 1,109 | 30.4% | $76.17万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $325.84万 | 0.52% | 82,407 | 53,477 | 184.8% | $211.45万 | 加仓 |
| LLY | ELI LILLY & CO | $301.37万 | 0.48% | 2,513 | 589 | 30.6% | $70.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $294.52万 | 0.47% | 7,895 | 2,674 | 51.2% | $99.75万 | 加仓 |
| ITOT | ISHARES TR | $289.33万 | 0.46% | 17,613 | 342 | 2.0% | $5.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $285.42万 | 0.46% | 103,038 | 103,038 | — | $285.42万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $281.60万 | 0.45% | 56,062 | 17,368 | 44.9% | $87.24万 | 加仓 |
| REET | ISHARES TR | $277.33万 | 0.45% | 100,410 | 100,410 | — | $277.33万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $249.29万 | 0.40% | 73,052 | 11,373 | 18.4% | $38.81万 | 加仓 |
| SUB | ISHARES TR | $242.25万 | 0.39% | 22,753 | 8,686 | 61.7% | $92.48万 | 加仓 |
| IJR | ISHARES TR | $232.74万 | 0.37% | 15,693 | 15,693 | — | $232.74万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $213.74万 | 0.34% | 42,333 | -5,133 | -10.8% | -$25.92万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $193.17万 | 0.31% | 32,752 | 1,923 | 6.2% | $11.34万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $184.67万 | 0.30% | 33,909 | 6,019 | 21.6% | $32.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $180.32万 | 0.29% | 9,012 | 2,741 | 43.7% | $54.84万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $165.56万 | 0.27% | 34,406 | 34,406 | — | $165.56万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $164.32万 | 0.26% | 18,016 | 6,768 | 60.2% | $61.73万 | 加仓 |
| AMZN | AMAZON COM INC | $159.26万 | 0.26% | 6,682 | 2,664 | 66.3% | $63.49万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $158.01万 | 0.25% | 27,149 | 27,149 | — | $158.01万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $151.61万 | 0.24% | 6,239 | 6,239 | — | $151.61万 | 新建仓 |
| GE | GE AEROSPACE | $149.06万 | 0.24% | 3,988 | 95 | 2.4% | $3.55万 | 加仓 |
| SCZ | ISHARES TR | $144.81万 | 0.23% | 17,602 | 17,602 | — | $144.81万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $143.50万 | 0.23% | 1,534 | 1,180 | 333.3% | $110.39万 | 加仓 |
| BOXX | EA SERIES TRUST | $135.31万 | 0.22% | 11,556 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $133.71万 | 0.21% | 4,085 | 530 | 14.9% | $17.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $128.16万 | 0.21% | 17,988 | 10,439 | 138.3% | $74.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $127.58万 | 0.20% | 34,706 | 34,706 | — | $127.58万 | 新建仓 |
| EFV | ISHARES TR | $125.49万 | 0.20% | 16,393 | 11,779 | 255.3% | $90.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.80万 | 0.20% | 2,494 | 932 | 59.7% | $46.64万 | 加仓 |
| IJS | ISHARES TR | $117.74万 | 0.19% | 8,614 | 8,614 | — | $117.74万 | 新建仓 |
| GEV | GE VERNOVA INC | $116.66万 | 0.19% | 993 | 24 | 2.5% | $2.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $112.70万 | 0.18% | 31,194 | 31,194 | — | $112.70万 | 新建仓 |
| IEMG | ISHARES INC | $97.83万 | 0.16% | 11,810 | 11,810 | — | $97.83万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.83万 | 0.16% | 1,684 | 1,684 | — | $97.83万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $95.44万 | 0.15% | 9,891 | 1,786 | 22.0% | $17.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $92.47万 | 0.15% | 1,279 | 1,279 | — | $92.47万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.02万 | 0.15% | 1,232 | 374 | 43.6% | $27.93万 | 加仓 |
| GOOGL | ALPHABET INC | $90.56万 | 0.15% | 2,534 | 1,783 | 237.4% | $63.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $89.20万 | 0.14% | 4,093 | 2,979 | 267.4% | $64.92万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $88.52万 | 0.14% | 11,697 | 11,697 | — | $88.52万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $87.44万 | 0.14% | 14,650 | 5,532 | 60.7% | $33.02万 | 加仓 |
| GOOG | ALPHABET INC | $79.07万 | 0.13% | 2,238 | 1,569 | 234.5% | $55.43万 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $77.74万 | 0.12% | 32,203 | 32,203 | — | $77.74万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $74.92万 | 0.12% | 4,520 | 2,223 | 96.8% | $36.85万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $74.08万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $73.13万 | 0.12% | 8,216 | -33 | -0.4% | -$2,937 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $72.10万 | 0.12% | 1,456 | 7 | 0.5% | $3,466 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $71.85万 | 0.12% | 27,466 | -78 | -0.3% | -$2,040 | 减仓 |
| CET | CENTRAL SECS CORP | $71.74万 | 0.12% | 13,678 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $70.85万 | 0.11% | 6,256 | 830 | 15.3% | $9.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.33万 | 0.11% | 592 | 592 | — | $68.33万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $67.38万 | 0.11% | 915 | 88 | 10.6% | $6.48万 | 加仓 |
| USRT | ISHARES TR | $66.34万 | 0.11% | 9,983 | 1,763 | 21.4% | $11.71万 | 加仓 |
| BRO | BROWN & BROWN INC | $64.53万 | 0.10% | 10,060 | 8 | 0.1% | $513 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $64.03万 | 0.10% | 2,521 | 139 | 5.8% | $3.53万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $63.06万 | 0.10% | 6,260 | 6,260 | — | $63.06万 | 新建仓 |
| — | EXXON MOBIL CORP | $59.68万 | 0.10% | 4,365 | 884 | 25.4% | $12.09万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $58.74万 | 0.09% | 6,111 | 25 | 0.4% | $2,403 | 加仓 |
| OKE | ONEOK INC NEW | $58.42万 | 0.09% | 6,720 | 6,720 | — | $58.42万 | 新建仓 |
| V | VISA INC | $57.84万 | 0.09% | 1,686 | 388 | 29.9% | $13.31万 | 加仓 |
| CSCO | CISCO SYS INC | $57.14万 | 0.09% | 4,865 | 4,865 | — | $57.14万 | 新建仓 |
| QUAL | ISHARES TR | $55.75万 | 0.09% | 2,541 | -59 | -2.3% | -$1.29万 | 减仓 |
| VB | VANGUARD INDEX FDS | $54.17万 | 0.09% | 1,787 | 1,787 | — | $54.17万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $53.34万 | 0.09% | 1,577 | 1,577 | — | $53.34万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $52.36万 | 0.08% | 9,531 | 850 | 9.8% | $4.67万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $52.35万 | 0.08% | 5,429 | 298 | 5.8% | $2.87万 | 加仓 |
| WELL | WELLTOWER INC | $52.33万 | 0.08% | 2,306 | 2,306 | — | $52.33万 | 新建仓 |