Wealth Advisors Northwest LLC
PORTLAND OR · SEC CIK 0002053892
$2.38亿2026Q1 申报市值
57持仓数
74.3%前十大占比 · 第一大 24.6%
2 / 0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
DIMENSIONAL ETF 加仓+$521.68万
DGCB 加仓+$305.48万
DFGP 加仓+$192.53万
DIMENSIONAL ETF 加仓+$105.63万
DIMENSIONAL ETF 加仓+$89.87万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$55.30万
AMZN 减仓-$49.57万
DISV 减仓-$16.50万
DFAE 减仓-$10.41万
DEHP 减仓-$8.49万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $20.54万 | 0.09% | 359 | -22 | -5.8% | -$1.26万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $21.86万 | 0.09% | 7,268 | 7,268 | — | $21.86万 | 新建仓 |
| AMGN | AMGEN INC | $25.69万 | 0.11% | 730 | -3 | -0.4% | -$1,056 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $27.50万 | 0.12% | 5,428 | 5,428 | — | $27.50万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $27.54万 | 0.12% | 1,226 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.97万 | 0.12% | 11,827 | 102 | 0.9% | $2,412 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $28.11万 | 0.12% | 6,635 | 390 | 6.2% | $1.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.27万 | 0.12% | 590 | -8 | -1.3% | -$3,834 | 减仓 |
| HPQ | HP INC | $31.01万 | 0.13% | 16,141 | -27 | -0.2% | -$519 | 减仓 |
| V | VISA INC | $32.01万 | 0.13% | 1,059 | -14 | -1.3% | -$4,232 | 减仓 |
| GOOGL | ALPHABET INC | $32.02万 | 0.13% | 1,114 | -27 | -2.4% | -$7,762 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $32.31万 | 0.14% | 6,888 | -348 | -4.8% | -$1.63万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $34.56万 | 0.14% | 3,577 | 154 | 4.5% | $1.49万 | 加仓 |
| GOOG | ALPHABET INC | $36.84万 | 0.15% | 1,284 | -12 | -0.9% | -$3,443 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.93万 | 0.15% | 5,913 | 12 | 0.2% | $749 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $39.01万 | 0.16% | 5,502 | 13 | 0.2% | $922 | 加仓 |
| SLYV | SPDR SERIES TRUST | $40.22万 | 0.17% | 4,252 | -316 | -6.9% | -$2.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.67万 | 0.22% | 519 | -10 | -1.9% | -$9,955 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.88万 | 0.22% | 22,211 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.59万 | 0.22% | 768 | -1 | -0.1% | -$698 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $60.48万 | 0.25% | 14,265 | 1,808 | 14.5% | $7.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.87万 | 0.26% | 2,069 | 6 | 0.3% | $1,765 | 加仓 |
| AVGO | BROADCOM INC | $65.89万 | 0.28% | 2,129 | 235 | 12.4% | $7.27万 | 加仓 |
| — | EXXON MOBIL CORP | $74.62万 | 0.31% | 4,398 | -20 | -0.5% | -$3,393 | 减仓 |
| VTI | VANGUARD INDEX FDS | $86.59万 | 0.36% | 2,699 | 169 | 6.7% | $5.42万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $90.75万 | 0.38% | 17,538 | 1,153 | 7.0% | $5.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $97.89万 | 0.41% | 2,644 | -179 | -6.3% | -$6.63万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $101.48万 | 0.43% | 22,230 | -614 | -2.7% | -$2.80万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $115.53万 | 0.48% | 34,119 | -3,075 | -8.3% | -$10.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $116.51万 | 0.49% | 16,380 | -72 | -0.4% | -$5,121 | 减仓 |
| NFLX | NETFLIX INC. | $138.65万 | 0.58% | 14,420 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $166.74万 | 0.70% | 40,579 | 2,905 | 7.7% | $11.94万 | 加仓 |
| AAPL | APPLE INC | $186.32万 | 0.78% | 7,341 | -48 | -0.6% | -$1.22万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $189.61万 | 0.80% | 48,669 | -1,533 | -3.1% | -$5.97万 | 减仓 |
| TSLA | TESLA INC | $195.06万 | 0.82% | 5,247 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $197.25万 | 0.83% | 37,607 | 7,468 | 24.8% | $39.17万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $202.69万 | 0.85% | 42,334 | 1,195 | 2.9% | $5.72万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $204.17万 | 0.86% | 20,853 | -97 | -0.5% | -$9,497 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $216.91万 | 0.91% | 63,853 | 40 | 0.1% | $1,359 | 加仓 |
| SPYV | SPDR SERIES TRUST | $223.55万 | 0.94% | 39,511 | 1,137 | 3.0% | $6.43万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $292.93万 | 1.23% | 110,206 | 8,740 | 8.6% | $23.23万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $304.12万 | 1.28% | 90,004 | -2,512 | -2.7% | -$8.49万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $330.07万 | 1.38% | 92,249 | 1,453 | 1.6% | $5.20万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $343.48万 | 1.44% | 70,879 | -394 | -0.6% | -$1.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $402.99万 | 1.69% | 55,909 | 4,526 | 8.8% | $32.62万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $420.33万 | 1.76% | 99,557 | 8,856 | 9.8% | $37.39万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $572.57万 | 2.40% | 177,706 | 6,290 | 3.7% | $20.27万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $671.20万 | 2.82% | 148,759 | -12,256 | -7.6% | -$55.30万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $690.49万 | 2.90% | 175,074 | -4,183 | -2.3% | -$16.50万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $871.98万 | 3.66% | 252,381 | 11,890 | 4.9% | $41.08万 | 加仓 |
| AMZN | AMAZON COM INC | $907.24万 | 3.81% | 43,561 | -2,380 | -5.2% | -$49.57万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,520.59万 | 6.38% | 280,889 | 56,429 | 25.1% | $305.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,553.79万 | 6.52% | 422,684 | 28,736 | 7.3% | $105.63万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,784.86万 | 7.49% | 330,590 | 35,661 | 12.1% | $192.53万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,919.93万 | 8.05% | 540,369 | 21,379 | 4.1% | $75.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,928.32万 | 8.09% | 550,318 | 25,648 | 4.9% | $89.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,856.30万 | 24.56% | 1,507,026 | 134,245 | 9.8% | $521.68万 | 加仓 |