Parkwoods Wealth Partners, LLC
SYRACUSE NY · SEC CIK 0002042772
$4.08亿2026Q1 申报市值
111持仓数
70.1%前十大占比 · 第一大 14.0%
9 / 3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
DFSD 加仓+$992.99万
DFAU 加仓+$659.35万
DIMENSIONAL ETF 加仓+$412.67万
DFUV 加仓+$399.99万
DFIV 加仓+$381.46万
2026Q1 卖出最多 按季末市值估算
DFSU 清仓-$30.52万
JKHY 清仓-$20.93万
ACN 清仓-$20.66万
DUSB 减仓-$13.15万
ITOT 减仓-$9.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $21.86万 | 0.05% | 1,114 | -34 | -3.0% | -$6,671 | 减仓 |
| KO | COCA COLA CO | $21.74万 | 0.05% | 2,859 | 2,859 | — | $21.74万 | 新建仓 |
| GWW | WW GRAINGER INC | $21.60万 | 0.05% | 198 | 198 | — | $21.60万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.60万 | 0.05% | 751 | -199 | -20.9% | -$5.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.70万 | 0.05% | 1,019 | -7 | -0.7% | -$1,422 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.12万 | 0.05% | 2,372 | 2,372 | — | $20.12万 | 新建仓 |
| GSM | FERROGLOBE PLC | $4.74万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $4.57万 | 0.01% | 11,000 | 11,000 | — | $4.57万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $2.92万 | 0.01% | 21,000 | 1,000 | 5.0% | $1,390 | 加仓 |
| — | JELD-WEN HLDG INC | $1.83万 | 0.00% | 14,760 | 1,000 | 7.3% | $1,240 | 加仓 |
| — | TENAYA THERAPEUTICS INC | $1.23万 | 0.00% | 17,800 | 800 | 4.7% | $554 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,027 | -100.0% | -$30.52万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,147 | -100.0% | -$20.93万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -770 | -100.0% | -$20.66万 | 清仓 |