Wealth Management Nebraska
Norfolk NE · SEC CIK 0002042783
$11.21亿2026Q2 申报市值
106持仓数
78.4%前十大占比 · 第一大 18.8%
10 / 5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
AVUV 新建仓+$1.41亿
SPIB 加仓+$1,558.85万
AVLV 加仓+$936.28万
DIMENSIONAL ETF 加仓+$477.98万
DFIV 加仓+$477.17万
2026Q2 卖出最多 按季末市值估算
AVSC 清仓-$1.20亿
VT 减仓-$252.10万
SPTS 清仓-$236.17万
SPXL 减仓-$113.09万
VCSH 减仓-$80.78万
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 |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | $3,625.36万 | 3.23% | 1,420,593 | 456 | 0.0% | $1.16万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,840.33万 | 3.43% | 698,114 | -8,739 | -1.2% | -$48.07万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,770.26万 | 4.26% | 542,815 | -1,716 | -0.3% | -$15.08万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,916.31万 | 5.28% | 574,120 | 9,076 | 1.6% | $93.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,656.43万 | 5.94% | 808,407 | 58,050 | 7.7% | $477.98万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $7,063.11万 | 6.30% | 853,135 | 48,780 | 6.1% | $403.85万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7,234.21万 | 6.45% | 882,866 | 47,612 | 5.7% | $390.13万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,651.68万 | 6.83% | 1,416,453 | 88,332 | 6.7% | $477.17万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $9,489.17万 | 8.47% | 1,040,364 | 102,651 | 10.9% | $936.28万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.41亿 | 12.61% | 1,133,259 | 1,133,259 | — | $1.41亿 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $2.11亿 | 18.83% | 6,308,768 | 465,886 | 8.0% | $1,558.85万 | 加仓 |