L.K. Benson & Company, P.C.
TIMONIUM MD · SEC CIK 0002055235
$3.32亿2026Q2 申报市值
115持仓数
65.0%前十大占比 · 第一大 41.3%
5 / 5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
EA SERIES TRUST 加仓+$109.28万
AOK 新建仓+$97.14万
CAOS 加仓+$73.43万
VCSH 新建仓+$67.97万
IEI 新建仓+$59.95万
2026Q2 卖出最多 按季末市值估算
TROW 减仓-$2,219.98万
DFAU 清仓-$31.49万
SDY 清仓-$28.72万
ABT 清仓-$25.50万
SCHF 减仓-$23.80万
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 |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | $283.89万 | 0.86% | 31,824 | 531 | 1.7% | $4.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $284.95万 | 0.86% | 39,994 | 583 | 1.5% | $4.15万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $320.98万 | 0.97% | 88,842 | 101 | 0.1% | $3,649 | 加仓 |
| VTV | VANGUARD INDEX FDS | $350.52万 | 1.06% | 16,085 | 153 | 1.0% | $3.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $373.36万 | 1.13% | 29,926 | -113 | -0.4% | -$1.41万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $409.91万 | 1.24% | 81,043 | 5,092 | 6.7% | $25.76万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $421.19万 | 1.27% | 77,970 | 857 | 1.1% | $4.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $433.28万 | 1.31% | 12,599 | 829 | 7.0% | $28.51万 | 加仓 |
| IVV | ISHARES TR | $445.26万 | 1.34% | 5,947 | -134 | -2.2% | -$10.03万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $449.17万 | 1.35% | 54,817 | 79 | 0.1% | $6,473 | 加仓 |
| VXF | VANGUARD INDEX FDS | $533.22万 | 1.61% | 21,656 | 484 | 2.3% | $11.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $536.45万 | 1.62% | 7,810 | 35 | 0.5% | $2.40万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $723.69万 | 2.18% | 293,466 | 4,542 | 1.6% | $11.20万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $726.48万 | 2.19% | 262,265 | -8,591 | -3.2% | -$23.80万 | 减仓 |
| CAOS | EA SERIES TRUST | $769.31万 | 2.32% | 85,138 | 8,126 | 10.6% | $73.43万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $814.71万 | 2.46% | 110,982 | 4,475 | 4.2% | $32.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,093.74万 | 3.30% | 29,559 | 385 | 1.3% | $14.25万 | 加仓 |
| — | EA SERIES TRUST | $1,235.97万 | 3.73% | 517,076 | 45,719 | 9.7% | $109.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,425.77万 | 4.30% | 166,775 | -197 | -0.1% | -$1.68万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1.37亿 | 41.27% | 1,203,485 | -195,266 | -14.0% | -$2,219.98万 | 减仓 |