Yardley Wealth Management LLC
YARDLEY PA · SEC CIK 0002044323
$2.20亿2026Q2 申报市值
37持仓数
76.6%前十大占比 · 第一大 17.2%
1 / 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
DIMENSIONAL ETF 加仓+$151.26万
AVDE 加仓+$126.88万
DFIP 加仓+$111.12万
DFGX 加仓+$107.89万
DFSD 加仓+$102.88万
2026Q2 卖出最多 按季末市值估算
FRDM 减仓-$239.55万
IYW 减仓-$11.98万
VEA 减仓-$5.56万
QQQ 减仓-$5.01万
AVUV 减仓-$2.05万
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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $20.87万 | 0.09% | 2,163 | 2,163 | — | $20.87万 | 新建仓 |
| MSFT | MICROSOFT CORP | $24.88万 | 0.11% | 667 | 1 | 0.2% | $373 | 加仓 |
| VCR | VANGUARD WORLD FD | $27.01万 | 0.12% | 681 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $31.86万 | 0.14% | 2,176 | -24 | -1.1% | -$3,514 | 减仓 |
| IVV | ISHARES TR | $32.05万 | 0.15% | 428 | -27 | -5.9% | -$2.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $32.28万 | 0.15% | 470 | -21 | -4.3% | -$1.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $32.43万 | 0.15% | 440 | -68 | -13.4% | -$5.01万 | 减仓 |
| AMZN | AMAZON COM INC | $33.13万 | 0.15% | 1,390 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.92万 | 0.16% | 4,901 | -780 | -13.7% | -$5.56万 | 减仓 |
| AAPL | APPLE INC | $46.92万 | 0.21% | 1,622 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $47.22万 | 0.21% | 1,872 | -475 | -20.2% | -$11.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.60万 | 0.22% | 5,806 | -112 | -1.9% | -$9,182 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.76万 | 0.22% | 12,569 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $64.91万 | 0.29% | 1,754 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $65.62万 | 0.30% | 5,123 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $72.44万 | 0.33% | 3,275 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $92.51万 | 0.42% | 8,905 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $112.97万 | 0.51% | 2,217 | 14 | 0.6% | $7,134 | 加仓 |
| MUB | ISHARES TR | $130.37万 | 0.59% | 12,114 | -2 | -0.0% | -$215 | 减仓 |
| IWV | ISHARES TR | $244.81万 | 1.11% | 5,741 | -5 | -0.1% | -$2,132 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $248.63万 | 1.13% | 56,048 | 34,099 | 155.4% | $151.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $284.63万 | 1.29% | 3,812 | 1 | 0.0% | $747 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $329.65万 | 1.50% | 113,791 | 5,911 | 5.5% | $17.12万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $335.26万 | 1.52% | 33,830 | 309 | 0.9% | $3.06万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $884.41万 | 4.02% | 96,964 | 1,419 | 1.5% | $12.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $905.59万 | 4.11% | 109,981 | 1,436 | 1.3% | $11.82万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $911.46万 | 4.14% | 73,057 | -164 | -0.2% | -$2.05万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $950.06万 | 4.32% | 236,745 | 8,913 | 3.9% | $35.77万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $966.06万 | 4.39% | 117,898 | 2,480 | 2.1% | $20.32万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,098.16万 | 4.99% | 229,981 | 21,546 | 10.3% | $102.88万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,215.26万 | 5.52% | 287,908 | 20,718 | 7.8% | $87.45万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,299.78万 | 5.90% | 315,060 | 26,935 | 9.3% | $111.12万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,355.91万 | 6.16% | 252,993 | 20,131 | 8.6% | $107.89万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,586.28万 | 7.21% | 328,185 | 7,572 | 2.4% | $36.60万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,768.97万 | 8.04% | 242,657 | -32,860 | -11.9% | -$239.55万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,846.98万 | 12.93% | 319,168 | 14,224 | 4.7% | $126.88万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,781.40万 | 17.18% | 731,553 | 19,109 | 2.7% | $98.77万 | 加仓 |