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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $5,697.64万 | 13.97% | 912,352 | 44,431 | 5.1% | $277.47万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,966.55万 | 12.18% | 1,024,876 | 82,541 | 8.8% | $399.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,055.88万 | 9.94% | 768,451 | 72,273 | 10.4% | $381.46万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,717.59万 | 9.11% | 524,268 | 17,134 | 3.4% | $121.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,554.83万 | 6.26% | 657,444 | 106,195 | 19.3% | $412.67万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,134.77万 | 5.23% | 445,859 | 207,391 | 87.0% | $992.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,054.80万 | 5.04% | 288,879 | 21,035 | 7.9% | $149.62万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,273.41万 | 3.12% | 322,872 | 83,922 | 35.1% | $330.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,109.10万 | 2.72% | 316,525 | 108,757 | 52.3% | $381.08万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,016.68万 | 2.49% | 225,329 | 146,133 | 184.5% | $659.35万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $933.54万 | 2.29% | 275,705 | 50,628 | 22.5% | $171.43万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $751.84万 | 1.84% | 148,262 | -2,593 | -1.7% | -$13.15万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $640.80万 | 1.57% | 164,478 | 81,200 | 97.5% | $316.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $554.72万 | 1.36% | 150,903 | 65,899 | 77.5% | $242.25万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $535.45万 | 1.31% | 154,978 | 74,075 | 91.6% | $255.93万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $516.43万 | 1.27% | 194,292 | 81,368 | 72.1% | $216.28万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $476.66万 | 1.17% | 134,158 | 17,448 | 14.9% | $61.99万 | 加仓 |
| BSVO | EA SERIES TRUST | $471.89万 | 1.16% | 186,004 | -3,434 | -1.8% | -$8.71万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $418.01万 | 1.02% | 53,310 | 39,167 | 276.9% | $307.11万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $336.76万 | 0.83% | 99,136 | -544 | -0.5% | -$1.85万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $324.22万 | 0.79% | 96,292 | 10,040 | 11.6% | $33.80万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $265.17万 | 0.65% | 35,941 | 11,040 | 44.3% | $81.45万 | 加仓 |
| ITOT | ISHARES TR | $245.99万 | 0.60% | 17,271 | -680 | -3.8% | -$9.69万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $243.72万 | 0.60% | 22,062 | 554 | 2.6% | $6.12万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $240.28万 | 0.59% | 24,062 | -587 | -2.4% | -$5.86万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $239.09万 | 0.59% | 47,466 | 243 | 0.5% | $1.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $217.97万 | 0.53% | 3,648 | 119 | 3.4% | $7.11万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $198.73万 | 0.49% | 61,679 | 38,933 | 171.2% | $125.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $193.28万 | 0.47% | 5,221 | 246 | 4.9% | $9.11万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $193.28万 | 0.47% | 38,694 | 20,980 | 118.4% | $104.80万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $183.59万 | 0.45% | 30,829 | 1,291 | 4.4% | $7.69万 | 加仓 |
| LLY | ELI LILLY & CO | $176.96万 | 0.43% | 1,924 | 23 | 1.2% | $2.12万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $150.58万 | 0.37% | 27,890 | 6,147 | 28.3% | $33.19万 | 加仓 |
| SUB | ISHARES TR | $149.81万 | 0.37% | 14,067 | 9,472 | 206.1% | $100.88万 | 加仓 |
| BOXX | EA SERIES TRUST | $134.38万 | 0.33% | 11,556 | 1,825 | 18.8% | $21.22万 | 加仓 |
| TFLO | ISHARES TR | $129.07万 | 0.32% | 25,492 | 4,981 | 24.3% | $25.22万 | 加仓 |
| AAPL | APPLE INC | $110.94万 | 0.27% | 4,372 | -380 | -8.0% | -$9.64万 | 减仓 |
| GE | GE AEROSPACE | $110.48万 | 0.27% | 3,893 | 25 | 0.6% | $7,095 | 加仓 |
| NVDA | NVIDIA CORPORATION | $109.37万 | 0.27% | 6,271 | -302 | -4.6% | -$5.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $104.57万 | 0.26% | 3,555 | 411 | 13.1% | $12.09万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $103.31万 | 0.25% | 28,930 | 64 | 0.2% | $2,285 | 加仓 |
| VTI | VANGUARD INDEX FDS | $99.84万 | 0.24% | 3,112 | 46 | 1.5% | $1.48万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $90.67万 | 0.22% | 11,248 | 1,336 | 13.5% | $10.77万 | 加仓 |
| GEV | GE VERNOVA INC | $84.58万 | 0.21% | 969 | 7 | 0.7% | $6,110 | 加仓 |
| AMZN | AMAZON COM INC | $83.68万 | 0.21% | 4,018 | -217 | -5.1% | -$4.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.85万 | 0.18% | 1,562 | 2 | 0.1% | $958 | 加仓 |
| IDEV | ISHARES TR | $68.94万 | 0.17% | 8,249 | -204 | -2.4% | -$1.70万 | 减仓 |
| CET | CENTRAL SECS CORP | $67.92万 | 0.17% | 13,678 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $67.43万 | 0.17% | 5,426 | -315 | -5.5% | -$3.91万 | 减仓 |
| BRO | BROWN & BROWN INC | $65.55万 | 0.16% | 10,052 | -3 | -0.0% | -$196 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $65.31万 | 0.16% | 8,105 | -545 | -6.3% | -$4.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.14万 | 0.16% | 27,544 | 946 | 3.6% | $2.24万 | 加仓 |
| META | META PLATFORMS INC | $60.21万 | 0.15% | 1,052 | -4 | -0.4% | -$2,289 | 减仓 |
| — | EXXON MOBIL CORP | $59.06万 | 0.14% | 3,481 | 180 | 5.5% | $3.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.23万 | 0.14% | 2,382 | 441 | 22.7% | $10.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.81万 | 0.14% | 858 | -17 | -1.9% | -$1.11万 | 减仓 |
| MCK | MCKESSON CORP | $52.27万 | 0.13% | 604 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $52.01万 | 0.13% | 1,449 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $51.41万 | 0.13% | 787 | -116 | -12.8% | -$7.58万 | 减仓 |
| QUAL | ISHARES TR | $49.88万 | 0.12% | 2,600 | -242 | -8.5% | -$4.64万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $49.28万 | 0.12% | 9,118 | -35 | -0.4% | -$1,892 | 减仓 |
| DCO | DUCOMMUN INC DEL | $48.80万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $48.66万 | 0.12% | 8,220 | 768 | 10.3% | $4.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.37万 | 0.12% | 7,549 | 332 | 4.6% | $2.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.73万 | 0.12% | 827 | -7 | -0.8% | -$4,040 | 减仓 |
| CVX | CHEVRON CORPORATION | $47.52万 | 0.12% | 2,297 | 197 | 9.4% | $4.08万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $45.51万 | 0.11% | 5,131 | -2 | -0.0% | -$177 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $44.10万 | 0.11% | 6,086 | 3 | 0.0% | $217 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $41.89万 | 0.10% | 9,424 | -1,559 | -14.2% | -$6.93万 | 减仓 |
| RTX | RTX CORPORATION | $41.63万 | 0.10% | 2,158 | -10 | -0.5% | -$1,929 | 减仓 |
| V | VISA INC | $39.23万 | 0.10% | 1,298 | -86 | -6.2% | -$2.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.49万 | 0.09% | 1,588 | 394 | 33.0% | $9.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.17万 | 0.09% | 4,690 | 238 | 5.3% | $1.84万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.09% | 354 | -12 | -3.3% | -$1.20万 | 减仓 |
| EFV | ISHARES TR | $34.31万 | 0.08% | 4,614 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $34.21万 | 0.08% | 3,683 | 1 | 0.0% | $93 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $33.64万 | 0.08% | 3,026 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $32.37万 | 0.08% | 1,046 | -64 | -5.8% | -$1.98万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $32.16万 | 0.08% | 13,793 | -373 | -2.6% | -$8,698 | 减仓 |
| IWB | ISHARES TR | $31.87万 | 0.08% | 894 | 1 | 0.1% | $356 | 加仓 |
| TJX | TJX COS INC NEW | $31.80万 | 0.08% | 1,991 | 2 | 0.1% | $319 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $31.45万 | 0.08% | 7,448 | 1,460 | 24.4% | $6.16万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $31.08万 | 0.08% | 2,016 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.32万 | 0.07% | 4,207 | 4,207 | — | $30.32万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $29.08万 | 0.07% | 98,898 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $28.84万 | 0.07% | 8,681 | 1,673 | 23.9% | $5.56万 | 加仓 |
| APH | AMPHENOL CORP | $26.77万 | 0.07% | 2,119 | -4 | -0.2% | -$505 | 减仓 |
| AFL | AFLAC INC | $26.56万 | 0.07% | 2,421 | -18 | -0.7% | -$1,975 | 减仓 |
| MCD | MCDONALDS CORP | $26.51万 | 0.06% | 853 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.30万 | 0.06% | 1,901 | -107 | -5.3% | -$1.48万 | 减仓 |
| PEP | PEPSICO INC | $25.58万 | 0.06% | 1,647 | 238 | 16.9% | $3.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.58万 | 0.06% | 1,143 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $23.89万 | 0.06% | 4,792 | -644 | -11.8% | -$3.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.75万 | 0.06% | 1,644 | -39 | -2.3% | -$5,633 | 减仓 |
| C | CITIGROUP INC | $23.67万 | 0.06% | 2,087 | 2,087 | — | $23.67万 | 新建仓 |
| ABBV | ABBVIE INC | $23.46万 | 0.06% | 1,079 | 1,079 | — | $23.46万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $22.94万 | 0.06% | 1,220 | -249 | -17.0% | -$4.68万 | 减仓 |
| ORCL | ORACLE CORP | $22.67万 | 0.06% | 1,541 | 1,541 | — | $22.67万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $22.58万 | 0.06% | 6,679 | 6,679 | — | $22.58万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.08万 | 0.05% | 261 | -48 | -15.5% | -$4.06万 | 减仓 |