Wealth Management Nebraska
Norfolk NE · SEC CIK 0002042783
$9.87亿2026Q1 申报市值
100持仓数
77.8%前十大占比 · 第一大 19.8%
10 / 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
SPIB 加仓+$1,478.74万
DFAW 加仓+$952.88万
AVSC 加仓+$874.91万
AVLV 加仓+$577.76万
DFUS 加仓+$382.00万
2026Q1 卖出最多 按季末市值估算
VT 减仓-$378.60万
SPYM 重新持有-$129.18万
VCIT 减仓-$104.89万
AGQ 清仓-$52.21万
GRANITESHARES PL 清仓-$33.31万
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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -3,366 | -100.0% | -$52.21万 | 清仓 |
| — | GRANITESHARES PLATINUM TR | $0 | 0.00% | 0 | -16,881 | -100.0% | -$33.31万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -427 | -100.0% | -$20.21万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $13.39万 | 0.01% | 20,989 | 20,989 | — | $13.39万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $15.09万 | 0.02% | 21,707 | 1,161 | 5.7% | $8,069 | 加仓 |
| EMR | EMERSON ELEC CO | $20.30万 | 0.02% | 1,549 | 1,549 | — | $20.30万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $20.42万 | 0.02% | 4,394 | 4,394 | — | $20.42万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.73万 | 0.02% | 6,798 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.78万 | 0.02% | 744 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.76万 | 0.02% | 1,661 | 1,661 | — | $21.76万 | 新建仓 |
| NUE | NUCOR CORP | $21.86万 | 0.02% | 1,293 | 1,293 | — | $21.86万 | 新建仓 |
| ORCL | ORACLE CORP | $22.97万 | 0.02% | 1,561 | 381 | 32.3% | $5.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.23万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.42万 | 0.02% | 5,706 | 99 | 1.8% | $4,064 | 加仓 |
| EFX | EQUIFAX INC | $25.19万 | 0.03% | 1,399 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.69万 | 0.03% | 691 | 99 | 16.7% | $3.68万 | 加仓 |
| HD | HOME DEPOT INC | $25.92万 | 0.03% | 788 | 51 | 6.9% | $1.68万 | 加仓 |
| BAC | BANK AMERICA CORP | $25.97万 | 0.03% | 5,328 | 18 | 0.3% | $878 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.47万 | 0.03% | 606 | -274 | -31.1% | -$11.97万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.07万 | 0.03% | 4,585 | 1,080 | 30.8% | $6.38万 | 加仓 |
| BITO | PROSHARES TR | $27.31万 | 0.03% | 29,331 | -13,961 | -32.2% | -$13.00万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $28.34万 | 0.03% | 1,954 | 220 | 12.7% | $3.19万 | 加仓 |
| ESGD | ISHARES TR | $29.75万 | 0.03% | 3,111 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.17万 | 0.03% | 328 | -9 | -2.7% | -$8,278 | 减仓 |
| — | SCHWAB STRATEGIC TR | $31.07万 | 0.03% | 5,976 | -1,455 | -19.6% | -$7.56万 | 减仓 |
| ITA | ISHARES TR | $33.01万 | 0.03% | 1,509 | 1,509 | — | $33.01万 | 新建仓 |
| — | SPROTT FDS TR | $35.64万 | 0.04% | 7,842 | 7,842 | — | $35.64万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $36.25万 | 0.04% | 3,833 | -111 | -2.8% | -$1.05万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $36.90万 | 0.04% | 7,397 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $37.64万 | 0.04% | 1,819 | -1 | -0.1% | -$207 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.53万 | 0.04% | 7,129 | -39 | -0.5% | -$2,108 | 减仓 |
| AVGO | BROADCOM INC | $38.97万 | 0.04% | 1,259 | -59 | -4.5% | -$1.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $39.29万 | 0.04% | 16,615 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $41.81万 | 0.04% | 852 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $43.38万 | 0.04% | 4,494 | -68 | -1.5% | -$6,564 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.72万 | 0.04% | 4,707 | -475 | -9.2% | -$4.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.14万 | 0.04% | 1,306 | 100 | 8.3% | $3.38万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $44.83万 | 0.05% | 15,389 | 7,608 | 97.8% | $22.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $45.07万 | 0.05% | 1,532 | -1 | -0.1% | -$294 | 减仓 |
| GOOG | ALPHABET INC | $47.16万 | 0.05% | 1,644 | 231 | 16.3% | $6.63万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $50.98万 | 0.05% | 8,080 | 5,124 | 173.3% | $32.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.59万 | 0.05% | 2,008 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.56万 | 0.05% | 8,358 | 34 | 0.4% | $2,179 | 加仓 |
| META | META PLATFORMS INC | $53.61万 | 0.05% | 937 | -13 | -1.4% | -$7,438 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $54.51万 | 0.06% | 15,776 | 2,058 | 15.0% | $7.11万 | 重新持有 |
| MUB | ISHARES TR | $55.27万 | 0.06% | 5,207 | 801 | 18.2% | $8.50万 | 加仓 |
| V | VISA INC | $56.17万 | 0.06% | 1,858 | 46 | 2.5% | $1.39万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $57.24万 | 0.06% | 7,417 | -321 | -4.1% | -$2.48万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $57.83万 | 0.06% | 16,194 | 5,062 | 45.5% | $18.08万 | 加仓 |
| — | EXXON MOBIL CORP | $58.04万 | 0.06% | 3,420 | -34 | -1.0% | -$5,770 | 减仓 |
| GLD | SPDR GOLD TR | $60.28万 | 0.06% | 1,401 | -46 | -3.2% | -$1.98万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $61.82万 | 0.06% | 17,277 | 3,448 | 24.9% | $12.34万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $63.96万 | 0.06% | 1,740 | 277 | 18.9% | $10.18万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $64.26万 | 0.07% | 15,470 | -127 | -0.8% | -$5,276 | 减仓 |
| VBR | VANGUARD INDEX FDS | $65.52万 | 0.07% | 3,016 | 3,016 | — | $65.52万 | 新建仓 |
| GOOGL | ALPHABET INC | $70.63万 | 0.07% | 2,456 | 180 | 7.9% | $5.18万 | 加仓 |
| CAT | CATERPILLAR INC | $73.62万 | 0.07% | 1,039 | 31 | 3.1% | $2.20万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $77.10万 | 0.08% | 13,376 | 13,376 | — | $77.10万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $82.09万 | 0.08% | 1,933 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $84.12万 | 0.09% | 7,566 | -207 | -2.7% | -$2.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $86.30万 | 0.09% | 11,719 | -253 | -2.1% | -$1.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $92.71万 | 0.09% | 1,606 | 101 | 6.7% | $5.83万 | 加仓 |
| AMZN | AMAZON COM INC | $94.74万 | 0.10% | 4,549 | 300 | 7.1% | $6.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $106.43万 | 0.11% | 3,706 | 1,492 | 67.4% | $42.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $113.42万 | 0.11% | 1,898 | -99 | -5.0% | -$5.92万 | 减仓 |
| IJR | ISHARES TR | $118.91万 | 0.12% | 9,565 | -1,195 | -11.1% | -$14.86万 | 减仓 |
| TXN | TEXAS INSTRS INC | $131.49万 | 0.13% | 6,773 | -154 | -2.2% | -$2.99万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $133.39万 | 0.14% | 4,158 | -324 | -7.2% | -$10.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.91万 | 0.14% | 2,089 | 38 | 1.9% | $2.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $144.48万 | 0.15% | 41,232 | 5,999 | 17.0% | $21.02万 | 加仓 |
| WMT | WALMART INC | $152.79万 | 0.15% | 12,293 | 141 | 1.2% | $1.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $158.91万 | 0.16% | 9,112 | 345 | 3.9% | $6.02万 | 加仓 |
| PRIV | SSGA ACTIVE TR | $171.95万 | 0.17% | 68,165 | 9,350 | 15.9% | $23.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $189.36万 | 0.19% | 12,786 | -84 | -0.7% | -$1.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $196.61万 | 0.20% | 5,311 | -58 | -1.1% | -$2.15万 | 减仓 |
| AAPL | APPLE INC | $207.75万 | 0.21% | 8,185 | -132 | -1.6% | -$3.35万 | 减仓 |
| IWP | ISHARES TR | $234.59万 | 0.24% | 18,310 | -1,540 | -7.8% | -$19.73万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $236.17万 | 0.24% | 25,480 | 25,480 | — | $236.17万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $247.80万 | 0.25% | 10,428 | -192 | -1.8% | -$4.56万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $254.20万 | 0.26% | 84,535 | -377 | -0.4% | -$1.13万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $349.44万 | 0.35% | 21,134 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $403.00万 | 0.41% | 34,655 | 4,333 | 14.3% | $50.39万 | 加仓 |
| IVV | ISHARES TR | $405.34万 | 0.41% | 6,205 | 25 | 0.4% | $1.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $444.03万 | 0.45% | 9,266 | 55 | 0.6% | $2.64万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $544.88万 | 0.55% | 72,815 | -1,821 | -2.4% | -$13.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $833.59万 | 0.84% | 60,265 | -27,371 | -31.2% | -$378.60万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,059.37万 | 1.07% | 128,020 | -12,676 | -9.0% | -$104.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,342.59万 | 1.36% | 214,986 | -1,201 | -0.6% | -$7.50万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,649.33万 | 1.67% | 620,513 | 57,538 | 10.2% | $152.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,759.44万 | 1.78% | 221,955 | -1,146 | -0.5% | -$9.08万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,785.72万 | 1.81% | 530,360 | 41,962 | 8.6% | $141.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,287.68万 | 2.32% | 675,630 | 24,208 | 3.7% | $81.97万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,425.41万 | 3.47% | 706,853 | -2,029 | -0.3% | -$9.83万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,638.39万 | 3.69% | 1,420,137 | 1,134 | 0.1% | $2.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,167.84万 | 4.22% | 544,531 | -16,877 | -3.0% | -$129.18万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $5,337.29万 | 5.41% | 750,357 | 46,081 | 6.5% | $327.77万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,642.54万 | 5.72% | 565,044 | 12,355 | 2.2% | $123.38万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,922.79万 | 6.00% | 835,254 | 53,871 | 6.9% | $382.00万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $5,934.54万 | 6.01% | 804,355 | 129,151 | 19.1% | $952.88万 | 加仓 |