Hiley Hunt Wealth Management
OMAHA NE · SEC CIK 0002048051
$2.27亿2026Q1 申报市值
47持仓数
79.8%前十大占比 · 第一大 15.4%
3 / 5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
DFCF 加仓+$127.58万
VCSH 加仓+$89.12万
VTV 加仓+$68.63万
PSLV 新建仓+$59.58万
DUSB 加仓+$52.41万
2026Q1 卖出最多 按季末市值估算
SLV 清仓-$57.69万
GLD 清仓-$47.24万
INNOVATOR ETFS T 清仓-$44.44万
INNOVATOR ETFS T 清仓-$24.40万
UMAR 清仓-$20.24万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3,494.91万 | 15.41% | 178,130 | 3,498 | 2.0% | $68.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,031.27万 | 13.37% | 717,971 | 30,219 | 4.4% | $127.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,432.79万 | 10.73% | 55,697 | 901 | 1.6% | $39.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,017.14万 | 8.90% | 254,465 | 11,243 | 4.6% | $89.12万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,619.93万 | 7.14% | 455,932 | 7,085 | 1.6% | $25.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,608.60万 | 7.09% | 251,030 | 2,265 | 0.9% | $14.51万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,174.87万 | 5.18% | 231,684 | 10,335 | 4.7% | $52.41万 | 加仓 |
| IJH | ISHARES TR | $1,052.69万 | 4.64% | 155,885 | 3,899 | 2.6% | $26.33万 | 加仓 |
| IJR | ISHARES TR | $835.12万 | 3.68% | 67,181 | 932 | 1.4% | $11.59万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $818.66万 | 3.61% | 236,948 | 6,523 | 2.8% | $22.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $804.07万 | 3.55% | 148,765 | 2,372 | 1.6% | $12.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $543.54万 | 2.40% | 73,811 | 431 | 0.6% | $3.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $532.39万 | 2.35% | 74,847 | 2,950 | 4.1% | $20.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $330.22万 | 1.46% | 6,891 | -48 | -0.7% | -$2.30万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $247.88万 | 1.09% | 51,718 | 2,646 | 5.4% | $12.68万 | 加仓 |
| EFA | ISHARES TR | $210.64万 | 0.93% | 21,687 | -357 | -1.6% | -$3.47万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $185.39万 | 0.82% | 41,088 | 1,581 | 4.0% | $7.13万 | 加仓 |
| UNP | UNION PAC CORP | $131.46万 | 0.58% | 5,419 | -28 | -0.5% | -$6,793 | 减仓 |
| VB | VANGUARD INDEX FDS | $122.87万 | 0.54% | 4,691 | -29 | -0.6% | -$7,596 | 减仓 |
| AAPL | APPLE INC | $120.09万 | 0.53% | 4,732 | -395 | -7.7% | -$10.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $114.22万 | 0.50% | 3,977 | 15 | 0.4% | $4,308 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $108.63万 | 0.48% | 2,665 | 2 | 0.1% | $815 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $103.66万 | 0.46% | 24,384 | 11,560 | 90.1% | $49.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $98.04万 | 0.43% | 2,648 | -15 | -0.6% | -$5,554 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $67.07万 | 0.30% | 673 | 1 | 0.1% | $997 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $63.15万 | 0.28% | 971 | -224 | -18.7% | -$14.57万 | 减仓 |
| WMT | WALMART INC | $63.11万 | 0.28% | 5,078 | 1 | 0.0% | $124 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $59.58万 | 0.26% | 24,430 | 24,430 | — | $59.58万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $55.09万 | 0.24% | 5,627 | 2 | 0.0% | $196 | 加仓 |
| IWF | ISHARES TR | $50.44万 | 0.22% | 1,183 | -22 | -1.8% | -$9,381 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $49.81万 | 0.22% | 6,352 | 93 | 1.5% | $7,292 | 加仓 |
| IVW | ISHARES TR | $47.61万 | 0.21% | 4,209 | -20 | -0.5% | -$2,262 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.49万 | 0.20% | 1,861 | 4 | 0.2% | $978 | 加仓 |
| USB | US BANCORP DEL | $44.53万 | 0.20% | 8,562 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $41.29万 | 0.18% | 12,293 | -5,547 | -31.1% | -$18.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.93万 | 0.18% | 15,633 | -200 | -1.3% | -$5,108 | 减仓 |
| MUB | ISHARES TR | $38.92万 | 0.17% | 3,666 | -29 | -0.8% | -$3,078 | 减仓 |
| GOOGL | ALPHABET INC | $38.84万 | 0.17% | 1,351 | 1 | 0.1% | $287 | 加仓 |
| IVV | ISHARES TR | $33.25万 | 0.15% | 509 | -83 | -14.0% | -$5.42万 | 减仓 |
| VMI | VALMONT INDS INC | $31.44万 | 0.14% | 787 | 1 | 0.1% | $399 | 加仓 |
| ESML | ISHARES TR | $29.75万 | 0.13% | 6,326 | 10 | 0.2% | $470 | 加仓 |
| KO | COCA COLA CO | $24.01万 | 0.11% | 3,157 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $22.96万 | 0.10% | 4,043 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.76万 | 0.10% | 1,093 | 23 | 2.1% | $4,790 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.11万 | 0.10% | 5,842 | 5,842 | — | $22.11万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $21.61万 | 0.10% | 362 | 2 | 0.6% | $1,194 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.37万 | 0.09% | 3,771 | 3,771 | — | $21.37万 | 新建仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -8,955 | -100.0% | -$57.69万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,192 | -100.0% | -$47.24万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,131 | -100.0% | -$44.44万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,730 | -100.0% | -$24.40万 | 清仓 |
| UMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,066 | -100.0% | -$20.24万 | 清仓 |