Wolfstich Capital, LLC
MEDFIELD MA · SEC CIK 0002047009
$3.64亿2026Q1 申报市值
45持仓数
93.4%前十大占比 · 第一大 68.4%
29 / 3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
SGVT 加仓+$2.17亿
DEXC 新建仓+$367.04万
FEGE 新建仓+$228.47万
IBMO 新建仓+$202.04万
IBMP 新建仓+$167.16万
2026Q1 卖出最多 按季末市值估算
DFGP 清仓-$471.61万
DFLV 减仓-$411.97万
DFSD 减仓-$231.56万
DFAX 减仓-$182.58万
VTI 清仓-$159.05万
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 |
|---|---|---|---|---|---|---|---|---|
| SGVT | SCHWAB STRATEGIC TR | $2.49亿 | 68.44% | 2,471,981 | 2,156,080 | 682.5% | $2.17亿 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,722.42万 | 7.48% | 711,057 | -27,380 | -3.7% | -$104.83万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,440.72万 | 6.71% | 740,511 | -55,394 | -7.0% | -$182.58万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,955.46万 | 5.37% | 409,693 | -48,515 | -10.6% | -$231.56万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $705.48万 | 1.94% | 139,231 | -4,204 | -2.9% | -$21.30万 | 减仓 |
| DEXC | DIMENSIONAL ETF TRUST | $367.04万 | 1.01% | 56,590 | 56,590 | — | $367.04万 | 新建仓 |
| FEGE | RBB FUND TRUST | $228.47万 | 0.63% | 28,325 | 28,325 | — | $228.47万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $227.39万 | 0.63% | 64,856 | -117,505 | -64.4% | -$411.97万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $221.20万 | 0.61% | 71,217 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $206.77万 | 0.57% | 57,708 | -12,710 | -18.0% | -$45.54万 | 减仓 |
| IBMO | ISHARES TR | $202.04万 | 0.56% | 83,383 | 83,383 | — | $202.04万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $183.14万 | 0.50% | 60,085 | 42,034 | 232.9% | $128.12万 | 重新持有 |
| IBMP | ISHARES TR | $167.16万 | 0.46% | 69,073 | 69,073 | — | $167.16万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $152.89万 | 0.42% | 38,319 | -692 | -1.8% | -$2.76万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $146.85万 | 0.40% | 108,453 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.08万 | 0.38% | 5,862 | -549 | -8.6% | -$13.03万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $117.59万 | 0.32% | 5,581 | -605 | -9.8% | -$12.75万 | 重新持有 |
| IBMQ | ISHARES TR | $92.91万 | 0.26% | 36,753 | 36,753 | — | $92.91万 | 新建仓 |
| AWR | AMER STATES WTR CO | $88.86万 | 0.24% | 11,582 | 11,582 | — | $88.86万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $75.34万 | 0.21% | 8,462 | 8,462 | — | $75.34万 | 新建仓 |
| ABBV | ABBVIE INC | $70.37万 | 0.19% | 3,302 | 3,302 | — | $70.37万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $70.00万 | 0.19% | 13,917 | 13,917 | — | $70.00万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $63.28万 | 0.17% | 10,864 | 10,864 | — | $63.28万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $61.75万 | 0.17% | 16,081 | 16,081 | — | $61.75万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.75万 | 0.15% | 2,646 | 2,646 | — | $55.75万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $53.21万 | 0.15% | 3,677 | 3,677 | — | $53.21万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $51.24万 | 0.14% | 2,113 | 2,113 | — | $51.24万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $45.28万 | 0.12% | 2,292 | 2,292 | — | $45.28万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $44.94万 | 0.12% | 9,103 | 9,103 | — | $44.94万 | 新建仓 |
| OKE | ONEOK INC NEW | $44.67万 | 0.12% | 4,805 | 4,805 | — | $44.67万 | 新建仓 |
| PEP | PEPSICO INC | $43.96万 | 0.12% | 2,803 | 2,803 | — | $43.96万 | 新建仓 |
| CLX | CLOROX CO DEL | $41.90万 | 0.12% | 4,091 | 4,091 | — | $41.90万 | 新建仓 |
| ORI | OLD REP INTL CORP | $38.04万 | 0.10% | 9,528 | 9,528 | — | $38.04万 | 新建仓 |
| KO | COCA COLA CO | $36.76万 | 0.10% | 4,820 | 4,820 | — | $36.76万 | 新建仓 |
| PSX | PHILLIPS 66 | $34.95万 | 0.10% | 1,891 | 1,891 | — | $34.95万 | 新建仓 |
| DLN | WISDOMTREE TR | $32.80万 | 0.09% | 3,744 | -509 | -12.0% | -$4.46万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $32.75万 | 0.09% | 9,450 | 9,450 | — | $32.75万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $30.33万 | 0.08% | 2,793 | -97 | -3.4% | -$1.05万 | 减仓 |
| TGT | TARGET CORP | $29.94万 | 0.08% | 2,521 | 2,521 | — | $29.94万 | 新建仓 |
| IWM | ISHARES TR | $28.83万 | 0.08% | 1,203 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $28.11万 | 0.08% | 9,727 | 9,727 | — | $28.11万 | 新建仓 |
| IBMR | ISHARES TR | $27.87万 | 0.08% | 12,019 | 12,019 | — | $27.87万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.41万 | 0.08% | 1,334 | 1,334 | — | $27.41万 | 新建仓 |
| MO | ALTRIA GROUP INC | $25.12万 | 0.07% | 3,748 | 3,748 | — | $25.12万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $23.30万 | 0.06% | 1,506 | 1,506 | — | $23.30万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -87,222 | -100.0% | -$471.61万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,744 | -100.0% | -$159.05万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -32,427 | -100.0% | -$88.95万 | 清仓 |