Brady Martz Wealth Solutions, LLC
GRAND FORKS ND · SEC CIK 0002049470
$6.62亿2026Q2 申报市值
228持仓数
39.9%前十大占比 · 第一大 10.7%
35 / 4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+$219.17万
DFNM 加仓+$121.75万
VGIT 加仓+$85.16万
DIMENSIONAL ETF 加仓+$75.75万
VTIP 加仓+$62.12万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$124.30万
VTI 减仓-$68.31万
MMIT 减仓-$51.44万
LDOS 清仓-$24.73万
CRM 清仓-$21.40万
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 |
|---|---|---|---|---|---|---|---|---|
| IWP | ISHARES TR | $425.16万 | 0.64% | 29,039 | -175 | -0.6% | -$2.56万 | 减仓 |
| GOOGL | ALPHABET INC | $435.33万 | 0.66% | 12,182 | 61 | 0.5% | $2.18万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $501.08万 | 0.76% | 97,549 | -2,493 | -2.5% | -$12.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $528.92万 | 0.80% | 22,353 | 188 | 0.8% | $4.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $557.79万 | 0.84% | 78,286 | 608 | 0.8% | $4.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $576.53万 | 0.87% | 46,211 | -1,649 | -3.4% | -$20.57万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $595.44万 | 0.90% | 105,425 | 306 | 0.3% | $1.73万 | 加仓 |
| IEMG | ISHARES INC | $648.18万 | 0.98% | 78,245 | 325 | 0.4% | $2.69万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $690.69万 | 1.04% | 76,076 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $702.66万 | 1.06% | 24,283 | 354 | 1.5% | $10.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $709.48万 | 1.07% | 35,458 | -6,212 | -14.9% | -$124.30万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $723.01万 | 1.09% | 177,774 | -535 | -0.3% | -$2.18万 | 减仓 |
| AVGO | BROADCOM INC | $775.24万 | 1.17% | 20,522 | 83 | 0.4% | $3.14万 | 加仓 |
| EFV | ISHARES TR | $891.62万 | 1.35% | 116,476 | 1,803 | 1.6% | $13.80万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $1,017.87万 | 1.54% | 400,105 | -5,212 | -1.3% | -$13.26万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,158.92万 | 1.75% | 230,722 | 12,367 | 5.7% | $62.12万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,181.54万 | 1.78% | 346,240 | 16,632 | 5.0% | $56.76万 | 加仓 |
| IDEV | ISHARES TR | $1,193.50万 | 1.80% | 134,086 | 5,709 | 4.4% | $50.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,265.79万 | 1.91% | 456,965 | -33 | -0.0% | -$914 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,319.06万 | 1.99% | 272,899 | 25,188 | 10.2% | $121.75万 | 加仓 |
| IDOG | ALPS ETF TR | $1,402.96万 | 2.12% | 340,690 | -1,023 | -0.3% | -$4.21万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,517.00万 | 2.29% | 373,277 | -1,655 | -0.4% | -$6.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,581.88万 | 2.39% | 42,749 | -1,846 | -4.1% | -$68.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,582.95万 | 2.39% | 379,331 | 18,152 | 5.0% | $75.75万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,660.70万 | 2.51% | 347,791 | 6,615 | 1.9% | $31.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,954.05万 | 2.95% | 616,226 | -3,903 | -0.6% | -$12.38万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,986.52万 | 3.00% | 192,772 | -461 | -0.2% | -$4.75万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,040.44万 | 3.08% | 345,954 | 14,438 | 4.4% | $85.16万 | 加仓 |
| BSVO | EA SERIES TRUST | $2,277.07万 | 3.44% | 780,094 | 1,006 | 0.1% | $2.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,304.95万 | 3.48% | 681,131 | -3,901 | -0.6% | -$13.20万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,948.48万 | 5.96% | 1,134,296 | -811 | -0.1% | -$2.82万 | 减仓 |
| ITOT | ISHARES TR | $7,052.74万 | 10.65% | 429,338 | 13,342 | 3.2% | $219.17万 | 加仓 |