Journey Beyond Wealth, LLC
ROSWELL GA · SEC CIK 0002052989
$1.28亿2026Q2 申报市值
30持仓数
80.6%前十大占比 · 第一大 26.9%
2 / 1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
SUB 新建仓+$25.20万
VSGX 新建仓+$24.93万
CATH 加仓+$14.12万
DISV 加仓+$1.90万
EFG 加仓+$9,954
2026Q2 卖出最多 按季末市值估算
VEU 减仓-$165.52万
VOO 减仓-$157.76万
VXF 减仓-$70.56万
IGM 减仓-$41.76万
IJR 减仓-$26.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,525 | -100.0% | -$22.26万 | 清仓 |
| GLD | SPDR GOLD TR | $20.26万 | 0.16% | 550 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $23.99万 | 0.19% | 1,928 | 80 | 4.3% | $9,954 | 加仓 |
| VSGX | VANGUARD WORLD FD | $24.93万 | 0.19% | 3,028 | 3,028 | — | $24.93万 | 新建仓 |
| SUB | ISHARES TR | $25.20万 | 0.20% | 2,367 | 2,367 | — | $25.20万 | 新建仓 |
| AAPL | APPLE INC | $28.53万 | 0.22% | 986 | -22 | -2.2% | -$6,366 | 减仓 |
| WMT | WALMART INC | $32.74万 | 0.26% | 2,891 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $33.71万 | 0.26% | 911 | -3 | -0.3% | -$1,110 | 减仓 |
| IWR | ISHARES TR | $35.06万 | 0.27% | 3,178 | -100 | -3.1% | -$1.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $38.41万 | 0.30% | 754 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $44.51万 | 0.35% | 5,029 | 1,595 | 46.4% | $14.12万 | 加仓 |
| IWM | ISHARES TR | $73.85万 | 0.58% | 2,458 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $98.33万 | 0.77% | 19,440 | -129 | -0.7% | -$6,525 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $102.22万 | 0.80% | 25,473 | 474 | 1.9% | $1.90万 | 加仓 |
| MUB | ISHARES TR | $107.62万 | 0.84% | 10,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $113.18万 | 0.88% | 3,291 | 1 | 0.0% | $344 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $284.97万 | 2.23% | 89,866 | -1,843 | -2.0% | -$5.84万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $311.37万 | 2.43% | 128,986 | -3,944 | -3.0% | -$9.52万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $319.28万 | 2.49% | 16,651 | -448 | -2.6% | -$8.59万 | 减仓 |
| IJR | ISHARES TR | $340.35万 | 2.66% | 22,948 | -1,772 | -7.2% | -$26.28万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $427.83万 | 3.34% | 79,199 | -3,260 | -4.0% | -$17.61万 | 减仓 |
| IGM | ISHARES TR | $446.13万 | 3.48% | 27,273 | -2,553 | -8.6% | -$41.76万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $520.46万 | 4.06% | 15,551 | -770 | -4.7% | -$25.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $523.71万 | 4.09% | 7,013 | -212 | -2.9% | -$15.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $541.14万 | 4.23% | 90,658 | -2,306 | -2.5% | -$13.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $719.27万 | 5.62% | 83,500 | -716 | -0.9% | -$6.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $723.66万 | 5.65% | 33,206 | -55 | -0.2% | -$1.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $851.59万 | 6.65% | 119,521 | -2,303 | -1.9% | -$16.41万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $955.18万 | 7.46% | 38,795 | -2,866 | -6.9% | -$70.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,595.30万 | 12.46% | 190,483 | -19,763 | -9.4% | -$165.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,442.98万 | 26.89% | 50,130 | -2,297 | -4.4% | -$157.76万 | 减仓 |