Friday Financial
DUBUQUE IA · SEC CIK 0002048792
$2.90亿2026Q1 申报市值
93持仓数
62.5%前十大占比 · 第一大 22.8%
4 / 2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
ITOT 加仓+$283.72万
BSVO 加仓+$149.13万
DFSD 加仓+$95.25万
IWF 加仓+$34.79万
DIMENSIONAL ETF 加仓+$26.59万
2026Q1 卖出最多 按季末市值估算
DFEM 减仓-$23.94万
DIMENSIONAL ETF 减仓-$23.81万
JPIB 重新持有-$21.73万
ORCL 清仓-$20.29万
CAMBIUM NETWORKS 清仓-$7.66万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,041 | -100.0% | -$20.29万 | 清仓 |
| — | CAMBIUM NETWORKS CORP | $0 | 0.00% | 0 | -53,186 | -100.0% | -$7.66万 | 清仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $20.21万 | 0.07% | 4,227 | -4,544 | -51.8% | -$21.73万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.52万 | 0.07% | 3,620 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.59万 | 0.07% | 18,923 | 18,923 | — | $20.59万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.69万 | 0.07% | 3,726 | 3,726 | — | $20.69万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $21.72万 | 0.07% | 2,650 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $22.33万 | 0.08% | 1,316 | 1,316 | — | $22.33万 | 新建仓 |
| IJJ | ISHARES TR | $22.84万 | 0.08% | 1,724 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $24.03万 | 0.08% | 3,113 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.05万 | 0.08% | 1,644 | 1,644 | — | $24.05万 | 新建仓 |
| CSCO | CISCO SYS INC | $25.14万 | 0.09% | 3,240 | -50 | -1.5% | -$3,880 | 减仓 |
| DIS | DISNEY WALT CO | $25.65万 | 0.09% | 2,661 | 6 | 0.2% | $578 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $27.04万 | 0.09% | 5,994 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $27.76万 | 0.10% | 1,902 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $30.08万 | 0.10% | 2,754 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $30.85万 | 0.11% | 6,678 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $33.21万 | 0.11% | 3,754 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $33.78万 | 0.12% | 1,600 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $33.95万 | 0.12% | 14,083 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $34.93万 | 0.12% | 944 | 105 | 12.5% | $3.89万 | 加仓 |
| AMZN | AMAZON COM INC | $39.11万 | 0.13% | 1,878 | 10 | 0.5% | $2,083 | 加仓 |
| IWN | ISHARES TR | $41.56万 | 0.14% | 2,192 | -251 | -10.3% | -$4.76万 | 减仓 |
| DGRW | WISDOMTREE TR | $43.04万 | 0.15% | 4,900 | -400 | -7.5% | -$3.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.28万 | 0.16% | 1,868 | 140 | 8.1% | $3.39万 | 加仓 |
| IJK | ISHARES TR | $46.67万 | 0.16% | 4,638 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $46.90万 | 0.16% | 1,635 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS ETF TR | $47.67万 | 0.16% | 11,444 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $48.07万 | 0.17% | 689 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $48.97万 | 0.17% | 10,592 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $50.73万 | 0.17% | 3,568 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $51.49万 | 0.18% | 6,047 | -149 | -2.4% | -$1.27万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.82万 | 0.18% | 3,499 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $52.55万 | 0.18% | 5,556 | 718 | 14.8% | $6.79万 | 加仓 |
| MUNI | PIMCO ETF TR | $53.64万 | 0.18% | 10,278 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $54.73万 | 0.19% | 5,156 | -564 | -9.9% | -$5.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $56.16万 | 0.19% | 16,027 | -6,794 | -29.8% | -$23.81万 | 减仓 |
| EFV | ISHARES TR | $56.89万 | 0.20% | 7,651 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $57.11万 | 0.20% | 990 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $57.47万 | 0.20% | 6,098 | 34 | 0.6% | $3,204 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.70万 | 0.20% | 1,204 | -1 | -0.1% | -$479 | 减仓 |
| AVGO | BROADCOM INC | $58.37万 | 0.20% | 1,886 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $62.08万 | 0.21% | 1,978 | -244 | -11.0% | -$7.66万 | 减仓 |
| CAT | CATERPILLAR INC | $63.62万 | 0.22% | 898 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $64.15万 | 0.22% | 18,946 | 2,984 | 18.7% | $10.10万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $66.17万 | 0.23% | 13,806 | -1,376 | -9.1% | -$6.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.02万 | 0.24% | 2,380 | 13 | 0.5% | $3,825 | 加仓 |
| DON | WISDOMTREE TR | $75.39万 | 0.26% | 14,350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $81.34万 | 0.28% | 6,545 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $82.32万 | 0.28% | 4,720 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $83.65万 | 0.29% | 14,729 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $87.08万 | 0.30% | 22,080 | 15 | 0.1% | $592 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $97.15万 | 0.33% | 19,434 | -18 | -0.1% | -$900 | 减仓 |
| IWS | ISHARES TR | $99.86万 | 0.34% | 6,852 | 175 | 2.6% | $2.55万 | 加仓 |
| PWR | QUANTA SVCS INC | $99.87万 | 0.34% | 1,819 | 10 | 0.6% | $5,490 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $103.21万 | 0.36% | 12,809 | 537 | 4.4% | $4.33万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $111.39万 | 0.38% | 14,089 | -108 | -0.8% | -$8,538 | 减仓 |
| VOT | VANGUARD INDEX FDS | $114.06万 | 0.39% | 4,432 | 271 | 6.5% | $6.97万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $119.75万 | 0.41% | 12,394 | -85 | -0.7% | -$8,213 | 减仓 |
| VOE | VANGUARD INDEX FDS | $127.34万 | 0.44% | 6,910 | 258 | 3.9% | $4.75万 | 加仓 |
| HYD | VANECK ETF TRUST | $132.68万 | 0.46% | 26,461 | 1,571 | 6.3% | $7.88万 | 加仓 |
| IVW | ISHARES TR | $132.83万 | 0.46% | 11,744 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $136.25万 | 0.47% | 4,508 | 248 | 5.8% | $7.50万 | 加仓 |
| IWP | ISHARES TR | $144.66万 | 0.50% | 11,291 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $146.92万 | 0.51% | 21,064 | -574 | -2.7% | -$4.00万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $148.10万 | 0.51% | 6,817 | 291 | 4.5% | $6.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $157.36万 | 0.54% | 29,114 | -214 | -0.7% | -$1.16万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $159.22万 | 0.55% | 31,429 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $166.66万 | 0.57% | 2,959 | 19 | 0.6% | $1.07万 | 加仓 |
| TSLA | TESLA INC | $166.76万 | 0.57% | 4,486 | 34 | 0.8% | $1.26万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $177.84万 | 0.61% | 46,288 | 274 | 0.6% | $1.05万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $223.54万 | 0.77% | 90,138 | 3,802 | 4.4% | $9.43万 | 加仓 |
| UMBF | UMB FINL CORP | $292.26万 | 1.01% | 25,912 | 12 | 0.0% | $1,353 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $336.71万 | 1.16% | 104,503 | 3,873 | 3.8% | $12.48万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $337.60万 | 1.16% | 30,560 | 496 | 1.6% | $5.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $337.83万 | 1.16% | 59,709 | 3,359 | 6.0% | $19.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $345.89万 | 1.19% | 44,857 | 11 | 0.0% | $848 | 加仓 |
| IWF | ISHARES TR | $355.15万 | 1.22% | 8,329 | 816 | 10.9% | $34.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $358.22万 | 1.23% | 97,447 | 7,234 | 8.0% | $26.59万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $406.74万 | 1.40% | 18,913 | 581 | 3.2% | $12.49万 | 加仓 |
| AAPL | APPLE INC | $462.93万 | 1.60% | 18,241 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $493.09万 | 1.70% | 199,229 | 8,847 | 4.6% | $21.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $531.61万 | 1.83% | 16,571 | 24 | 0.1% | $7,699 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $630.20万 | 2.17% | 126,167 | 4,149 | 3.4% | $20.72万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $933.13万 | 3.22% | 270,082 | -6,929 | -2.5% | -$23.94万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $958.80万 | 3.30% | 314,360 | 4,094 | 1.3% | $12.49万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $960.91万 | 3.31% | 262,616 | 2,741 | 1.1% | $10.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,016.76万 | 3.50% | 331,409 | 5,835 | 1.8% | $17.90万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,052.74万 | 3.63% | 219,871 | 19,893 | 9.9% | $95.25万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,175.30万 | 4.05% | 117,695 | 2,470 | 2.1% | $24.67万 | 加仓 |
| IDEV | ISHARES TR | $1,225.69万 | 4.22% | 146,666 | 1,462 | 1.0% | $12.22万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,333.94万 | 4.60% | 224,003 | 2,362 | 1.1% | $14.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,835.16万 | 6.32% | 629,990 | 4,260 | 0.7% | $12.41万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,955.89万 | 6.74% | 770,945 | 58,782 | 8.3% | $149.13万 | 加仓 |
| ITOT | ISHARES TR | $6,617.36万 | 22.80% | 464,604 | 19,920 | 4.5% | $283.72万 | 加仓 |