Golden Bell Financial Planning LLC
ALPHARETTA GA · SEC CIK 0002044309
$1.36亿2026Q2 申报市值
41持仓数
76.2%前十大占比 · 第一大 18.5%
4 / 0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
BND 加仓+$226.01万
SCHP 加仓+$74.93万
BNDX 加仓+$61.92万
DFCF 新建仓+$41.86万
IAGG 新建仓+$31.03万
2026Q2 卖出最多 按季末市值估算
AVES 减仓-$51.29万
AVDV 减仓-$18.82万
AVUV 减仓-$9.94万
DIMENSIONAL ETF 减仓-$7.97万
VSS 减仓-$7.13万
2026Q2 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 | $2,518.64万 | 18.52% | 343,092 | 30,787 | 9.9% | $226.01万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,215.78万 | 8.94% | 251,039 | 12,785 | 5.4% | $61.92万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,139.44万 | 8.38% | 429,976 | 28,275 | 7.0% | $74.93万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,118.81万 | 8.23% | 282,956 | 7,596 | 2.8% | $30.03万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $930.87万 | 6.84% | 120,237 | 1,462 | 1.2% | $11.32万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $851.61万 | 6.26% | 68,260 | -797 | -1.2% | -$9.94万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $830.92万 | 6.11% | 126,665 | -7,819 | -5.8% | -$51.29万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $597.39万 | 4.39% | 57,971 | -1,826 | -3.1% | -$18.82万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $583.67万 | 4.29% | 70,619 | 2,295 | 3.4% | $18.97万 | 加仓 |
| AGG | ISHARES TR | $571.06万 | 4.20% | 57,694 | -690 | -1.2% | -$6.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $513.91万 | 3.78% | 147,634 | -1,636 | -1.1% | -$5.69万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $383.35万 | 2.82% | 95,526 | 6,822 | 7.7% | $27.38万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $369.31万 | 2.72% | 86,555 | 1,262 | 1.5% | $5.38万 | 加仓 |
| TIP | ISHARES TR | $233.08万 | 1.71% | 21,299 | 79 | 0.4% | $8,645 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $229.56万 | 1.69% | 45,386 | 3,706 | 8.9% | $18.74万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $194.93万 | 1.43% | 28,922 | -377 | -1.3% | -$2.54万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $134.85万 | 0.99% | 8,740 | -462 | -5.0% | -$7.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $119.59万 | 0.88% | 16,784 | -816 | -4.6% | -$5.81万 | 减仓 |
| VV | VANGUARD INDEX FDS | $109.89万 | 0.81% | 3,195 | -121 | -3.6% | -$4.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.71万 | 0.78% | 17,877 | -426 | -2.3% | -$2.54万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $79.22万 | 0.58% | 14,205 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $77.68万 | 0.57% | 20,026 | -2,054 | -9.3% | -$7.97万 | 减仓 |
| — | RBB FD INC | $76.69万 | 0.56% | 7,472 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $52.41万 | 0.39% | 10,792 | -1,329 | -11.0% | -$6.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $49.89万 | 0.37% | 1,646 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $49.36万 | 0.36% | 9,137 | 7 | 0.1% | $378 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $46.67万 | 0.34% | 18,077 | 109 | 0.6% | $2,814 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.94万 | 0.34% | 918 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $41.86万 | 0.31% | 9,918 | 9,918 | — | $41.86万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.38万 | 0.25% | 447 | -1 | -0.2% | -$747 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.90万 | 0.23% | 8,039 | -72 | -0.9% | -$2,857 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.11万 | 0.23% | 453 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $31.03万 | 0.23% | 6,133 | 6,133 | — | $31.03万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $29.07万 | 0.21% | 8,045 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $26.83万 | 0.20% | 725 | -2 | -0.3% | -$740 | 减仓 |
| VLUE | ISHARES TR | $25.50万 | 0.19% | 1,276 | 1,276 | — | $25.50万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $25.19万 | 0.19% | 1,605 | 96 | 6.4% | $1.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.30万 | 0.18% | 1,115 | 5 | 0.5% | $1,089 | 加仓 |
| — | LATTICE STRATEGIES TR | $24.28万 | 0.18% | 4,340 | -295 | -6.4% | -$1.65万 | 减仓 |
| IJR | ISHARES TR | $22.69万 | 0.17% | 1,530 | 1,530 | — | $22.69万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $22.15万 | 0.16% | 4,409 | 2 | 0.0% | $100 | 加仓 |