Yardley Wealth Management LLC
YARDLEY PA · SEC CIK 0002044323
$1.95亿2026Q1 申报市值
36持仓数
77.4%前十大占比 · 第一大 16.5%
0 / 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
DFAU 加仓+$217.77万
DFGX 加仓+$121.55万
DFNM 加仓+$86.88万
DFIP 加仓+$75.52万
DFCF 加仓+$68.08万
2026Q1 卖出最多 按季末市值估算
FRDM 减仓-$158.47万
SPY 减仓-$25.82万
DISV 减仓-$24.33万
DIMENSIONAL ETF 减仓-$14.66万
QQQ 减仓-$9.01万
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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD WORLD FD | $24.45万 | 0.13% | 681 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $24.67万 | 0.13% | 666 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $28.19万 | 0.14% | 2,200 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $28.95万 | 0.15% | 1,390 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.34万 | 0.15% | 491 | 16 | 3.4% | $9,561 | 加仓 |
| QQQ | INVESCO QQQ TR | $29.34万 | 0.15% | 508 | -156 | -23.5% | -$9.01万 | 减仓 |
| IVV | ISHARES TR | $29.72万 | 0.15% | 455 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.40万 | 0.19% | 5,681 | -91 | -1.6% | -$5,831 | 减仓 |
| AAPL | APPLE INC | $41.15万 | 0.21% | 1,622 | 1 | 0.1% | $254 | 加仓 |
| IYW | ISHARES TR | $42.58万 | 0.22% | 2,347 | -248 | -9.6% | -$4.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.66万 | 0.22% | 5,918 | -870 | -12.8% | -$6.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $44.04万 | 0.23% | 12,569 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.27万 | 0.29% | 1,754 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $56.96万 | 0.29% | 5,123 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $62.09万 | 0.32% | 3,275 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $85.29万 | 0.44% | 21,949 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $86.49万 | 0.44% | 8,905 | -196 | -2.2% | -$1.90万 | 减仓 |
| MUB | ISHARES TR | $128.62万 | 0.66% | 12,116 | -142 | -1.2% | -$1.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $133.12万 | 0.68% | 2,203 | 13 | 0.6% | $7,855 | 加仓 |
| IWV | ISHARES TR | $213.01万 | 1.09% | 5,746 | -13 | -0.2% | -$4,819 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $247.87万 | 1.27% | 3,811 | -397 | -9.4% | -$25.82万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $286.74万 | 1.47% | 107,880 | 10,918 | 11.3% | $29.02万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $295.05万 | 1.51% | 33,521 | 3,406 | 11.3% | $29.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $770.19万 | 3.95% | 95,545 | 542 | 0.6% | $4.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $772.08万 | 3.96% | 108,545 | -2,061 | -1.9% | -$14.66万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $808.87万 | 4.14% | 73,221 | 725 | 1.0% | $8.01万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $818.43万 | 4.19% | 115,418 | 6,242 | 5.7% | $44.26万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $898.57万 | 4.60% | 227,832 | -6,169 | -2.6% | -$24.33万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $997.99万 | 5.11% | 208,435 | 13,743 | 7.1% | $65.80万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,128.08万 | 5.78% | 267,190 | 16,125 | 6.4% | $68.08万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,202.06万 | 6.16% | 288,125 | 18,102 | 6.7% | $75.52万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,221.37万 | 6.26% | 232,862 | 23,175 | 11.1% | $121.55万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,505.70万 | 7.72% | 275,517 | -28,997 | -9.5% | -$158.47万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,536.70万 | 7.87% | 320,613 | 18,126 | 6.0% | $86.88万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,587.15万 | 13.26% | 304,944 | 4,694 | 1.6% | $39.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,214.55万 | 16.47% | 712,444 | 48,264 | 7.3% | $217.77万 | 加仓 |