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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $51.03万 | 0.08% | 1,351 | 305 | 29.2% | $11.52万 | 加仓 |
| META | META PLATFORMS INC | $50.55万 | 0.08% | 897 | -155 | -14.7% | -$8.73万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $49.74万 | 0.08% | 8,140 | 8,140 | — | $49.74万 | 新建仓 |
| IVE | ISHARES TR | $49.16万 | 0.08% | 2,165 | 2,165 | — | $49.16万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.20万 | 0.07% | 1,643 | 55 | 3.5% | $1.55万 | 加仓 |
| MCK | MCKESSON CORP | $45.86万 | 0.07% | 607 | 3 | 0.5% | $2,267 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.76万 | 0.07% | 5,100 | 1,417 | 38.5% | $12.44万 | 加仓 |
| ORCL | ORACLE CORP | $44.14万 | 0.07% | 3,012 | 1,471 | 95.5% | $21.56万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $44.11万 | 0.07% | 12,166 | 12,166 | — | $44.11万 | 新建仓 |
| RTX | RTX CORPORATION | $44.07万 | 0.07% | 2,323 | 165 | 7.6% | $3.13万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $43.10万 | 0.07% | 7,963 | 7,963 | — | $43.10万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $42.82万 | 0.07% | 9,548 | 124 | 1.3% | $5,561 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.55万 | 0.07% | 5,190 | 983 | 23.4% | $8.06万 | 加仓 |
| APH | AMPHENOL CORP | $41.10万 | 0.07% | 2,331 | 212 | 10.0% | $3.74万 | 加仓 |
| HD | HOME DEPOT INC | $39.92万 | 0.06% | 1,132 | 1,132 | — | $39.92万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $38.96万 | 0.06% | 4,368 | 1,996 | 84.1% | $17.80万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $38.76万 | 0.06% | 3,026 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $38.52万 | 0.06% | 1,988 | -28 | -1.4% | -$5,426 | 减仓 |
| IWB | ISHARES TR | $36.63万 | 0.06% | 895 | 1 | 0.1% | $409 | 加仓 |
| ABBV | ABBVIE INC | $36.25万 | 0.06% | 1,441 | 362 | 33.5% | $9.11万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $35.96万 | 0.06% | 3,629 | 3,629 | — | $35.96万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.20万 | 0.06% | 348 | 87 | 33.3% | $8.80万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $35.16万 | 0.06% | 7,007 | 2,215 | 46.2% | $11.11万 | 加仓 |
| MRK | MERCK & CO INC | $34.07万 | 0.05% | 2,651 | 2,651 | — | $34.07万 | 新建仓 |
| CAT | CATERPILLAR INC | $33.54万 | 0.05% | 315 | 315 | — | $33.54万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $33.03万 | 0.05% | 98,898 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $32.50万 | 0.05% | 9,336 | 9,336 | — | $32.50万 | 新建仓 |
| WFC | WELLS FARGO & CO | $32.06万 | 0.05% | 3,880 | 3,880 | — | $32.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $31.81万 | 0.05% | 734 | 734 | — | $31.81万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $31.68万 | 0.05% | 3,705 | -985 | -21.0% | -$8.42万 | 减仓 |
| TJX | TJX COS INC NEW | $31.25万 | 0.05% | 2,063 | 72 | 3.6% | $1.09万 | 加仓 |
| MS | MORGAN STANLEY | $30.90万 | 0.05% | 1,478 | 1,478 | — | $30.90万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $30.77万 | 0.05% | 13,127 | -666 | -4.8% | -$1.56万 | 减仓 |
| ISTB | ISHARES TR | $30.33万 | 0.05% | 6,285 | 6,285 | — | $30.33万 | 新建仓 |
| TFLO | ISHARES TR | $29.94万 | 0.05% | 5,913 | -19,579 | -76.8% | -$99.13万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.85万 | 0.05% | 1,902 | 1 | 0.1% | $157 | 加仓 |
| AFL | AFLAC INC | $28.70万 | 0.05% | 2,448 | 27 | 1.1% | $3,166 | 加仓 |
| C | CITIGROUP INC | $28.51万 | 0.05% | 2,037 | -50 | -2.4% | -$6,998 | 减仓 |
| COMT | ISHARES U S ETF TR | $28.01万 | 0.04% | 9,222 | 2,543 | 38.1% | $7.72万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.92万 | 0.04% | 1,810 | 1,810 | — | $27.92万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $27.75万 | 0.04% | 1,220 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.70万 | 0.04% | 287 | 287 | — | $27.70万 | 新建仓 |
| BAC | BANK OF AMER CORP | $27.53万 | 0.04% | 4,831 | 480 | 11.0% | $2.74万 | 重新持有 |
| GWW | WW GRAINGER INC | $27.34万 | 0.04% | 201 | 3 | 1.5% | $4,081 | 加仓 |
| KO | COCA COLA CO | $27.32万 | 0.04% | 3,362 | 503 | 17.6% | $4.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.05万 | 0.04% | 1,143 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $26.45万 | 0.04% | 3,416 | 3,416 | — | $26.45万 | 新建仓 |
| IWF | ISHARES TR | $26.27万 | 0.04% | 2,116 | 2,116 | — | $26.27万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $24.47万 | 0.04% | 2,130 | 2,130 | — | $24.47万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $24.45万 | 0.04% | 1,935 | 1,935 | — | $24.45万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.08万 | 0.04% | 891 | 38 | 4.5% | $1.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $23.67万 | 0.04% | 794 | 794 | — | $23.67万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $23.57万 | 0.04% | 1,303 | 1,303 | — | $23.57万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.42万 | 0.04% | 2,581 | 833 | 47.7% | $7.56万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.34万 | 0.04% | 1,042 | 23 | 2.3% | $5,151 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.08万 | 0.04% | 1,574 | -70 | -4.3% | -$1.03万 | 减仓 |
| PEP | PEPSICO INC | $23.02万 | 0.04% | 1,700 | 53 | 3.2% | $7,176 | 加仓 |
| IVW | ISHARES TR | $21.91万 | 0.04% | 1,593 | 1,593 | — | $21.91万 | 新建仓 |
| EFA | ISHARES TR | $21.61万 | 0.03% | 2,080 | 2,080 | — | $21.61万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.23万 | 0.03% | 2,951 | 2,951 | — | $21.23万 | 新建仓 |
| IJK | ISHARES TR | $20.56万 | 0.03% | 1,750 | 1,750 | — | $20.56万 | 新建仓 |
| IWC | ISHARES TR | $20.55万 | 0.03% | 1,028 | 1,028 | — | $20.55万 | 新建仓 |
| ETN | EATON CORP PLC | $20.07万 | 0.03% | 471 | 471 | — | $20.07万 | 新建仓 |
| — | JELD-WEN HLDG INC | $4.61万 | 0.01% | 30,760 | 16,000 | 108.4% | $2.40万 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $4.58万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $3.66万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $2.40万 | 0.00% | 21,038 | 38 | 0.2% | $43 | 加仓 |
| — | TENAYA THERAPEUTICS INC | $1.37万 | 0.00% | 18,500 | 700 | 3.9% | $517 | 加仓 |