Friday Financial
DUBUQUE IA · SEC CIK 0002048792
$3.73亿2026Q2 申报市值
108持仓数
61.6%前十大占比 · 第一大 23.0%
17 / 2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
ITOT 加仓+$964.89万
SCHG 加仓+$434.84万
SCHF 加仓+$394.02万
VGIT 加仓+$344.98万
DFSD 加仓+$260.91万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$55.94万
EXXON MOBIL CORP 清仓-$22.33万
JEPI 清仓-$20.52万
VTI 减仓-$9.09万
JEPQ 减仓-$1.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $1,164.52万 | 3.12% | 297,223 | 27,141 | 10.0% | $106.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,183.83万 | 3.17% | 363,808 | 32,399 | 9.8% | $105.43万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,309.48万 | 3.51% | 274,581 | 54,710 | 24.9% | $260.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,332.85万 | 3.57% | 388,248 | 73,888 | 23.5% | $253.66万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,357.83万 | 3.64% | 130,837 | 13,142 | 11.2% | $136.39万 | 加仓 |
| IDEV | ISHARES TR | $1,495.62万 | 4.00% | 167,276 | 20,610 | 14.1% | $184.27万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,657.87万 | 4.44% | 282,864 | 58,861 | 26.3% | $344.98万 | 加仓 |
| BSVO | EA SERIES TRUST | $2,329.02万 | 6.24% | 810,376 | 39,431 | 5.1% | $113.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,596.34万 | 6.95% | 756,729 | 126,739 | 20.1% | $434.84万 | 加仓 |
| ITOT | ISHARES TR | $8,589.97万 | 23.00% | 523,396 | 58,792 | 12.7% | $964.89万 | 加仓 |