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 |
|---|---|---|---|---|---|---|---|---|
| AVSC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,089,651 | -100.0% | -$1.20亿 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,480 | -100.0% | -$236.17万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,328 | -100.0% | -$25.97万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,399 | -100.0% | -$25.19万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -744 | -100.0% | -$20.78万 | 清仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $15.01万 | 0.01% | 20,901 | -806 | -3.7% | -$5,787 | 减仓 |
| QS | QUANTUMSCAPE CORP | $16.94万 | 0.02% | 22,403 | 1,414 | 6.7% | $1.07万 | 加仓 |
| MGC | VANGUARD WORLD FD | $20.11万 | 0.02% | 735 | 735 | — | $20.11万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.32万 | 0.02% | 6,906 | -8,483 | -55.1% | -$24.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.38万 | 0.02% | 7,356 | 7,356 | — | $20.38万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $20.83万 | 0.02% | 956 | 956 | — | $20.83万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.90万 | 0.02% | 1,131 | 1,131 | — | $20.90万 | 新建仓 |
| EMR | EMERSON ELEC CO | $20.97万 | 0.02% | 1,465 | -84 | -5.4% | -$1.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.40万 | 0.02% | 1,769 | 108 | 6.5% | $1.37万 | 加仓 |
| ORCL | ORACLE CORP | $22.45万 | 0.02% | 1,531 | -30 | -1.9% | -$4,399 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.66万 | 0.02% | 6,798 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $24.41万 | 0.02% | 30,590 | 1,259 | 4.3% | $1.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $24.51万 | 0.02% | 339 | 339 | — | $24.51万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.91万 | 0.02% | 4,418 | 24 | 0.5% | $1,353 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.98万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.46万 | 0.02% | 750 | -38 | -4.8% | -$1.34万 | 减仓 |
| CSX | CSX CORP | $27.12万 | 0.02% | 5,706 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.80万 | 0.02% | 5,445 | 860 | 18.8% | $4.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.42万 | 0.03% | 1,714 | -105 | -5.8% | -$1.74万 | 减仓 |
| NUE | NUCOR CORP | $28.80万 | 0.03% | 1,293 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $29.25万 | 0.03% | 10,100 | 10,100 | — | $29.25万 | 新建仓 |
| TSLA | TESLA INC | $31.46万 | 0.03% | 748 | 57 | 8.2% | $2.40万 | 加仓 |
| UNP | UNION PAC CORP | $31.58万 | 0.03% | 1,161 | 1,161 | — | $31.58万 | 新建仓 |
| ESGD | ISHARES TR | $31.98万 | 0.03% | 3,111 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $32.04万 | 0.03% | 1,883 | -71 | -3.6% | -$1.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.43万 | 0.03% | 3,765 | 129 | 3.5% | $1.11万 | 加仓 |
| — | SPROTT FDS TR | $35.39万 | 0.03% | 9,063 | 1,221 | 15.6% | $4.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $37.41万 | 0.03% | 7,397 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $37.60万 | 0.03% | 1,551 | 42 | 2.8% | $1.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.53万 | 0.03% | 6,455 | -674 | -9.5% | -$4.02万 | 减仓 |
| LLY | ELI LILLY & CO | $39.34万 | 0.04% | 328 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $40.18万 | 0.04% | 3,682 | -151 | -3.9% | -$1.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.31万 | 0.04% | 4,707 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $42.00万 | 0.04% | 4,388 | -106 | -2.4% | -$1.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $43.99万 | 0.04% | 16,816 | 201 | 1.2% | $5,258 | 加仓 |
| HUBB | HUBBELL INC | $44.58万 | 0.04% | 852 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $46.77万 | 0.04% | 3,420 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $46.81万 | 0.04% | 6,691 | 715 | 12.0% | $5.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $47.93万 | 0.04% | 1,464 | -68 | -4.4% | -$2.23万 | 减仓 |
| AVGO | BROADCOM INC | $48.22万 | 0.04% | 1,276 | 17 | 1.4% | $6,424 | 加仓 |
| META | META PLATFORMS INC | $49.74万 | 0.04% | 883 | -54 | -5.8% | -$3.04万 | 减仓 |
| GLD | SPDR GOLD TR | $50.80万 | 0.05% | 1,379 | -22 | -1.6% | -$8,104 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $52.90万 | 0.05% | 15,632 | 15,632 | — | $52.90万 | 新建仓 |
| MUB | ISHARES TR | $56.03万 | 0.05% | 5,206 | -1 | -0.0% | -$108 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $56.89万 | 0.05% | 7,417 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $56.92万 | 0.05% | 1,611 | -33 | -2.0% | -$1.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.10万 | 0.05% | 8,014 | -344 | -4.1% | -$2.45万 | 减仓 |
| V | VISA INC | $60.33万 | 0.05% | 1,758 | -100 | -5.4% | -$3.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $60.87万 | 0.05% | 2,008 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.37万 | 0.06% | 1,306 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $63.22万 | 0.06% | 15,266 | -204 | -1.3% | -$8,448 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $64.11万 | 0.06% | 15,776 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $66.02万 | 0.06% | 16,696 | 502 | 3.1% | $1.98万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $74.93万 | 0.07% | 17,561 | 284 | 1.6% | $1.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $76.35万 | 0.07% | 3,142 | 126 | 4.2% | $3.06万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $77.37万 | 0.07% | 13,376 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $78.55万 | 0.07% | 8,935 | 235 | 2.7% | $2.07万 | 加仓 |
| DE | DEERE & CO | $80.75万 | 0.07% | 1,273 | 1,273 | — | $80.75万 | 新建仓 |
| GOOGL | ALPHABET INC | $89.38万 | 0.08% | 2,501 | 45 | 1.8% | $1.61万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $95.33万 | 0.09% | 7,443 | -123 | -1.6% | -$1.58万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $99.96万 | 0.09% | 1,783 | -150 | -7.8% | -$8.41万 | 减仓 |
| CAT | CATERPILLAR INC | $104.16万 | 0.09% | 978 | -61 | -5.9% | -$6.50万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $105.62万 | 0.09% | 3,902 | -4,178 | -51.7% | -$113.09万 | 减仓 |
| AMZN | AMAZON COM INC | $110.57万 | 0.10% | 4,639 | 90 | 2.0% | $2.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $115.49万 | 0.10% | 1,568 | -38 | -2.4% | -$2.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $121.77万 | 0.11% | 15,113 | 289 | 1.9% | $2.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $129.67万 | 0.12% | 1,888 | -10 | -0.5% | -$6,868 | 减仓 |
| IJR | ISHARES TR | $133.72万 | 0.12% | 9,016 | -549 | -5.7% | -$8.14万 | 减仓 |
| WMT | WALMART INC | $135.81万 | 0.12% | 11,990 | -303 | -2.5% | -$3.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $142.92万 | 0.13% | 19,469 | 7,750 | 66.1% | $56.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.46万 | 0.14% | 2,081 | -8 | -0.4% | -$5,976 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $159.72万 | 0.14% | 41,175 | -57 | -0.1% | -$2,211 | 减仓 |
| NVDA | NVIDIA CORPORATION | $172.42万 | 0.15% | 8,617 | -495 | -5.4% | -$9.90万 | 减仓 |
| GLDM | WORLD GOLD TR | $186.38万 | 0.17% | 23,468 | -1,148 | -4.7% | -$9.12万 | 重新持有 |
| MSFT | MICROSOFT CORP | $197.46万 | 0.18% | 5,293 | -18 | -0.3% | -$6,715 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $202.06万 | 0.18% | 12,786 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $203.00万 | 0.18% | 6,810 | 37 | 0.5% | $1.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $209.16万 | 0.19% | 5,652 | 1,494 | 35.9% | $55.29万 | 加仓 |
| AAPL | APPLE INC | $231.70万 | 0.21% | 8,007 | -178 | -2.2% | -$5.15万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $253.49万 | 0.23% | 84,468 | -67 | -0.1% | -$2,011 | 减仓 |
| IWP | ISHARES TR | $255.17万 | 0.23% | 17,428 | -882 | -4.8% | -$12.91万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $259.03万 | 0.23% | 102,891 | 34,726 | 50.9% | $87.42万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $330.82万 | 0.30% | 10,919 | 491 | 4.7% | $14.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $382.49万 | 0.34% | 21,142 | 8 | 0.0% | $1,447 | 加仓 |
| IVV | ISHARES TR | $447.29万 | 0.40% | 5,972 | -233 | -3.8% | -$17.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $465.17万 | 0.42% | 9,296 | 30 | 0.3% | $1.50万 | 加仓 |
| BOXX | EA SERIES TRUST | $494.88万 | 0.44% | 42,150 | 7,495 | 21.6% | $88.00万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $526.74万 | 0.47% | 68,037 | -4,778 | -6.6% | -$36.99万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $693.78万 | 0.62% | 44,203 | -16,062 | -26.7% | -$252.10万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,068.47万 | 0.95% | 129,276 | 1,256 | 1.0% | $10.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,487.43万 | 1.33% | 212,794 | -2,192 | -1.0% | -$15.32万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,673.33万 | 1.49% | 211,733 | -10,222 | -4.6% | -$80.78万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,911.68万 | 1.71% | 659,883 | 39,370 | 6.3% | $114.05万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,028.82万 | 1.81% | 579,166 | 48,806 | 9.2% | $170.97万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,824.21万 | 2.52% | 702,365 | 26,735 | 4.0% | $107.50万 | 加仓 |