Golden Bell Financial Planning LLC
ALPHARETTA GA · SEC CIK 0002044309
$1.25亿2026Q1 申报市值
37持仓数
77.3%前十大占比 · 第一大 18.3%
1 / 0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
BND 加仓+$122.98万
SCHP 加仓+$59.97万
BNDX 加仓+$54.19万
DFLV 加仓+$50.98万
VCIT 加仓+$24.75万
2026Q1 卖出最多 按季末市值估算
AVES 减仓-$58.21万
AVDV 减仓-$19.14万
SCHV 减仓-$10.06万
VTEB 减仓-$3.56万
VSS 减仓-$2.87万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $2,299.82万 | 18.33% | 312,305 | 16,700 | 5.6% | $122.98万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,144.81万 | 9.13% | 238,254 | 11,278 | 5.0% | $54.19万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,068.93万 | 8.52% | 401,701 | 22,537 | 5.9% | $59.97万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $983.31万 | 7.84% | 275,360 | 14,277 | 5.5% | $50.98万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $888.79万 | 7.08% | 118,775 | 1,908 | 1.6% | $14.28万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $806.63万 | 6.43% | 134,484 | -9,705 | -6.7% | -$58.21万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $762.87万 | 6.08% | 69,057 | 1,847 | 2.7% | $20.40万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $597.13万 | 4.76% | 59,797 | -1,917 | -3.1% | -$19.14万 | 减仓 |
| AGG | ISHARES TR | $579.58万 | 4.62% | 58,384 | 171 | 0.3% | $1.70万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $565.38万 | 4.51% | 68,324 | 2,991 | 4.6% | $24.75万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $455.27万 | 3.63% | 149,270 | -3,299 | -2.2% | -$10.06万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $349.85万 | 2.79% | 88,704 | 3,957 | 4.7% | $15.61万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $305.18万 | 2.43% | 85,293 | 5,500 | 6.9% | $19.68万 | 加仓 |
| TIP | ISHARES TR | $234.19万 | 1.87% | 21,220 | -68 | -0.3% | -$7,505 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $207.94万 | 1.66% | 41,680 | -714 | -1.7% | -$3.56万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $172.98万 | 1.38% | 29,299 | -126 | -0.4% | -$7,439 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $134.16万 | 1.07% | 9,202 | -197 | -2.1% | -$2.87万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.78万 | 0.90% | 17,600 | -269 | -1.5% | -$1.72万 | 减仓 |
| VV | VANGUARD INDEX FDS | $99.10万 | 0.79% | 3,316 | -31 | -0.9% | -$9,265 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $98.93万 | 0.79% | 18,303 | -95 | -0.5% | -$5,135 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $77.37万 | 0.62% | 22,080 | -549 | -2.4% | -$1.92万 | 减仓 |
| — | RBB FD INC | $76.38万 | 0.61% | 7,472 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $65.16万 | 0.52% | 14,205 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $56.19万 | 0.45% | 12,121 | -131 | -1.1% | -$6,073 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $48.19万 | 0.38% | 9,130 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $45.78万 | 0.36% | 17,968 | 806 | 4.7% | $2.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.99万 | 0.35% | 918 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $43.11万 | 0.34% | 1,646 | -26 | -1.6% | -$6,810 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.03万 | 0.25% | 8,111 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.14万 | 0.23% | 448 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $27.07万 | 0.22% | 453 | -22 | -4.6% | -$1.31万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.39万 | 0.19% | 8,045 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $23.32万 | 0.19% | 727 | 0 | 0.0% | — | 不变 |
| — | LATTICE STRATEGIES TR | $22.39万 | 0.18% | 4,635 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $22.01万 | 0.18% | 4,407 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.78万 | 0.17% | 1,110 | 5 | 0.5% | $981 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.87万 | 0.17% | 1,509 | 1,509 | — | $20.87万 | 新建仓 |