Wealth Advisors Northwest LLC
PORTLAND OR · SEC CIK 0002053892
$2.93亿2026Q2 申报市值
65持仓数
74.3%前十大占比 · 第一大 24.0%
8 / 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
DFGP 加仓+$1,131.86万
DGCB 加仓+$554.36万
DIMENSIONAL ETF 加仓+$345.64万
DIMENSIONAL ETF 加仓+$130.79万
DIMENSIONAL ETF 加仓+$121.18万
2026Q2 卖出最多 按季末市值估算
DFAU 减仓-$57.66万
SPSB 清仓-$21.86万
DFUV 减仓-$12.47万
SPYV 减仓-$9.02万
DFAI 减仓-$8.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,268 | -100.0% | -$21.86万 | 清仓 |
| IWV | ISHARES TR | $20.17万 | 0.07% | 473 | 473 | — | $20.17万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.88万 | 0.07% | 2,043 | 2,043 | — | $20.88万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.83万 | 0.08% | 310 | 310 | — | $22.83万 | 新建仓 |
| META | META PLATFORMS INC | $23.04万 | 0.08% | 409 | 50 | 13.9% | $2.82万 | 加仓 |
| LLY | ELI LILLY & CO | $25.91万 | 0.09% | 216 | 2 | 0.9% | $2,399 | 重新持有 |
| AMGN | AMGEN INC | $26.43万 | 0.09% | 730 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $27.65万 | 0.09% | 1,226 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $27.88万 | 0.10% | 5,428 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.32万 | 0.10% | 593 | 593 | — | $28.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $29.41万 | 0.10% | 1,470 | 1,470 | — | $29.41万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $30.79万 | 0.10% | 5,945 | -943 | -13.7% | -$4.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.04万 | 0.11% | 11,864 | 37 | 0.3% | $968 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.57万 | 0.11% | 631 | 41 | 6.9% | $2.05万 | 加仓 |
| CAT | CATERPILLAR INC | $31.84万 | 0.11% | 299 | 299 | — | $31.84万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $32.62万 | 0.11% | 6,674 | 39 | 0.6% | $1,906 | 加仓 |
| HPQ | HP INC | $35.43万 | 0.12% | 16,148 | 7 | 0.0% | $154 | 加仓 |
| V | VISA INC | $37.64万 | 0.13% | 1,097 | 38 | 3.6% | $1.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.12万 | 0.13% | 524 | 524 | — | $39.12万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $40.23万 | 0.14% | 3,377 | -200 | -5.6% | -$2.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.71万 | 0.14% | 5,824 | -89 | -1.5% | -$6,221 | 减仓 |
| SLYV | SPDR SERIES TRUST | $44.27万 | 0.15% | 4,058 | -194 | -4.6% | -$2.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $45.19万 | 0.15% | 5,515 | 13 | 0.2% | $1,065 | 加仓 |
| GOOGL | ALPHABET INC | $46.48万 | 0.16% | 1,301 | 187 | 16.8% | $6.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.89万 | 0.17% | 523 | 4 | 0.8% | $3,739 | 加仓 |
| GOOG | ALPHABET INC | $52.79万 | 0.18% | 1,494 | 210 | 16.4% | $7.42万 | 加仓 |
| — | EXXON MOBIL CORP | $58.06万 | 0.20% | 4,247 | -151 | -3.4% | -$2.06万 | 减仓 |
| INTC | INTEL CORP | $69.17万 | 0.24% | 4,954 | 4,954 | — | $69.17万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $71.10万 | 0.24% | 15,765 | 1,500 | 10.5% | $6.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $72.45万 | 0.25% | 2,213 | 144 | 7.0% | $4.71万 | 加仓 |
| VGT | VANGUARD WORLD FD | $73.43万 | 0.25% | 6,144 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $75.85万 | 0.26% | 2,008 | -121 | -5.7% | -$4.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $99.87万 | 0.34% | 2,699 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $100.24万 | 0.34% | 22,221 | 10 | 0.0% | $451 | 加仓 |
| NFLX | NETFLIX INC. | $104.59万 | 0.36% | 14,649 | 229 | 1.6% | $1.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $108.51万 | 0.37% | 21,534 | -696 | -3.1% | -$3.51万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $110.25万 | 0.38% | 21,157 | 3,619 | 20.6% | $18.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $127.48万 | 0.43% | 15,482 | -898 | -5.5% | -$7.39万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $130.68万 | 0.45% | 32,500 | -1,619 | -4.7% | -$6.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $160.80万 | 0.55% | 4,311 | 1,667 | 63.0% | $62.18万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $191.78万 | 0.65% | 46,492 | -2,177 | -4.5% | -$8.98万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $206.05万 | 0.70% | 44,189 | 3,610 | 8.9% | $16.83万 | 加仓 |
| TSLA | TESLA INC | $217.53万 | 0.74% | 5,172 | -75 | -1.4% | -$3.15万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $226.34万 | 0.77% | 61,439 | -2,414 | -3.8% | -$8.89万 | 减仓 |
| AAPL | APPLE INC | $227.31万 | 0.78% | 7,856 | 515 | 7.0% | $14.90万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $231.16万 | 0.79% | 38,027 | -1,484 | -3.8% | -$9.02万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $240.71万 | 0.82% | 20,230 | -623 | -3.0% | -$7.41万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $254.81万 | 0.87% | 47,544 | 9,937 | 26.4% | $53.26万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $271.80万 | 0.93% | 56,922 | 14,588 | 34.5% | $69.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $346.85万 | 1.18% | 119,727 | 9,521 | 8.6% | $27.58万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $377.43万 | 1.29% | 68,612 | -2,267 | -3.2% | -$12.47万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $406.13万 | 1.39% | 95,185 | 2,936 | 3.2% | $12.53万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $408.42万 | 1.39% | 95,493 | 5,489 | 6.1% | $23.48万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $436.48万 | 1.49% | 103,408 | 3,851 | 3.9% | $16.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $579.52万 | 1.98% | 70,691 | 14,782 | 26.4% | $121.18万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $705.33万 | 2.41% | 206,690 | 28,984 | 16.3% | $98.91万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $711.28万 | 2.43% | 137,605 | -11,154 | -7.5% | -$57.66万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $726.97万 | 2.48% | 181,154 | 6,080 | 3.5% | $24.40万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,043.27万 | 3.56% | 256,711 | 4,330 | 1.7% | $17.60万 | 加仓 |
| AMZN | AMAZON COM INC | $1,069.84万 | 3.65% | 44,887 | 1,326 | 3.0% | $31.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,894.65万 | 6.46% | 454,027 | 31,343 | 7.4% | $130.79万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $2,089.98万 | 7.13% | 382,291 | 101,402 | 36.1% | $554.36万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,100.33万 | 7.16% | 563,696 | 23,327 | 4.3% | $86.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,191.70万 | 7.47% | 565,017 | 14,699 | 2.7% | $57.02万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $2,932.25万 | 10.00% | 538,423 | 207,833 | 62.9% | $1,131.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,030.81万 | 23.98% | 1,584,943 | 77,917 | 5.2% | $345.64万 | 加仓 |