United Wealth Management, LLC
Charlottesville VA · SEC CIK 0002055362
$4.44亿2026Q2 申报市值
24持仓数
88.8%前十大占比 · 第一大 37.7%
0 / 0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+$133.36万
DFGX 加仓+$83.91万
DIMENSIONAL ETF 加仓+$55.02万
DIMENSIONAL ETF 加仓+$54.66万
DFIC 加仓+$26.85万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$15.02万
DEHP 减仓-$13.24万
DFAX 减仓-$7.71万
DFEV 减仓-$5.44万
DISV 减仓-$3.06万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.67亿 | 37.68% | 3,775,121 | 12,404 | 0.3% | $55.02万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,676.68万 | 8.27% | 986,763 | 7,205 | 0.7% | $26.85万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,623.35万 | 8.15% | 676,064 | 15,657 | 2.4% | $83.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,507.95万 | 7.89% | 904,345 | 5,136 | 0.6% | $19.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,289.88万 | 7.40% | 788,373 | 13,098 | 1.7% | $54.66万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $2,442.79万 | 5.50% | 448,547 | 24,488 | 5.8% | $133.36万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,162.95万 | 4.87% | 366,726 | 1,102 | 0.3% | $6.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,570.78万 | 3.53% | 600,451 | 5,746 | 1.0% | $15.03万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,246.69万 | 2.81% | 310,662 | -763 | -0.2% | -$3.06万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,183.33万 | 2.66% | 346,764 | 5,135 | 1.5% | $17.52万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,095.19万 | 2.46% | 269,486 | -3,697 | -1.4% | -$15.02万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $969.22万 | 2.18% | 229,619 | 4,043 | 1.8% | $17.07万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $720.19万 | 1.62% | 168,388 | -3,096 | -1.8% | -$13.24万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $687.59万 | 1.55% | 161,153 | -1,276 | -0.8% | -$5.44万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $668.57万 | 1.50% | 138,321 | 5,052 | 3.8% | $24.42万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $328.12万 | 0.74% | 89,067 | -2,092 | -2.3% | -$7.71万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $248.41万 | 0.56% | 53,273 | 1,541 | 3.0% | $7.19万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $68.33万 | 0.15% | 15,151 | 347 | 2.3% | $1.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $55.92万 | 0.13% | 2,566 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.57万 | 0.08% | 2,139 | -3 | -0.1% | -$471 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $32.81万 | 0.07% | 2,413 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $31.55万 | 0.07% | 3,818 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $26.08万 | 0.06% | 5,336 | -46 | -0.9% | -$2,248 | 减仓 |
| IVV | ISHARES TR | $24.22万 | 0.05% | 323 | 0 | 0.0% | — | 不变 |