Wolfstich Capital, LLC
MEDFIELD MA · SEC CIK 0002047009
$1.30亿2026Q2 申报市值
19持仓数
94.5%前十大占比 · 第一大 23.9%
4 / 31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
DFCF 新建仓+$1,408.16万
DFUV 新建仓+$609.37万
DFSD 加仓+$487.32万
DUSB 加仓+$380.04万
SCHF 新建仓+$164.25万
2026Q2 卖出最多 按季末市值估算
SGVT 清仓-$2.49亿
DEXC 清仓-$367.04万
FEGE 清仓-$228.47万
SCHY 清仓-$221.20万
IBMO 清仓-$202.04万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,095.67万 | 23.90% | 699,586 | -11,471 | -1.6% | -$50.76万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,804.66万 | 21.65% | 764,422 | 23,911 | 3.2% | $87.73万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,443.60万 | 18.87% | 511,749 | 102,056 | 24.9% | $487.32万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,408.16万 | 10.87% | 333,767 | 333,767 | — | $1,408.16万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,087.06万 | 8.39% | 214,072 | 74,841 | 53.8% | $380.04万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $609.37万 | 4.70% | 111,097 | 111,097 | — | $609.37万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $283.60万 | 2.19% | 68,190 | 10,482 | 18.2% | $43.59万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $178.61万 | 1.38% | 38,058 | -261 | -0.7% | -$1.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $166.56万 | 1.29% | 5,753 | -109 | -1.9% | -$3.16万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $164.25万 | 1.27% | 51,215 | 51,215 | — | $164.25万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $140.03万 | 1.08% | 43,231 | -16,854 | -28.1% | -$54.59万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $138.86万 | 1.07% | 86,462 | -21,991 | -20.3% | -$35.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $133.17万 | 1.03% | 5,581 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $122.73万 | 0.95% | 30,907 | -33,949 | -52.3% | -$134.81万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $39.28万 | 0.30% | 13,388 | 13,388 | — | $39.28万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.15万 | 0.29% | 6,771 | -16,427 | -70.8% | -$90.14万 | 重新持有 |
| IWM | ISHARES TR | $35.80万 | 0.28% | 1,203 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $34.01万 | 0.26% | 3,501 | -243 | -6.5% | -$2.36万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $29.27万 | 0.23% | 2,219 | -574 | -20.6% | -$7.57万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,471,981 | -100.0% | -$2.49亿 | 清仓 |
| DEXC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -56,590 | -100.0% | -$367.04万 | 清仓 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | -28,325 | -100.0% | -$228.47万 | 清仓 |
| SCHY | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -71,217 | -100.0% | -$221.20万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -83,383 | -100.0% | -$202.04万 | 清仓 |
| IBMP | ISHARES TR | $0 | 0.00% | 0 | -69,073 | -100.0% | -$167.16万 | 清仓 |
| IBMQ | ISHARES TR | $0 | 0.00% | 0 | -36,753 | -100.0% | -$92.91万 | 清仓 |
| AWR | AMER STATES WTR CO | $0 | 0.00% | 0 | -11,582 | -100.0% | -$88.86万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -8,462 | -100.0% | -$75.34万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -3,302 | -100.0% | -$70.37万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -13,917 | -100.0% | -$70.00万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -10,864 | -100.0% | -$63.28万 | 清仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -16,081 | -100.0% | -$61.75万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,646 | -100.0% | -$55.75万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -3,677 | -100.0% | -$53.21万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -2,113 | -100.0% | -$51.24万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,292 | -100.0% | -$45.28万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -9,103 | -100.0% | -$44.94万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -4,805 | -100.0% | -$44.67万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,803 | -100.0% | -$43.96万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -4,091 | -100.0% | -$41.90万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -9,528 | -100.0% | -$38.04万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,820 | -100.0% | -$36.76万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,891 | -100.0% | -$34.95万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -9,450 | -100.0% | -$32.75万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,521 | -100.0% | -$29.94万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,727 | -100.0% | -$28.11万 | 清仓 |
| IBMR | ISHARES TR | $0 | 0.00% | 0 | -12,019 | -100.0% | -$27.87万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,334 | -100.0% | -$27.41万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,748 | -100.0% | -$25.12万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,506 | -100.0% | -$23.30万 | 清仓 |