United Wealth Management, LLC
Charlottesville VA · SEC CIK 0002055362
$4.02亿2026Q1 申报市值
24持仓数
88.9%前十大占比 · 第一大 36.3%
0 / 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+$593.77万
DFGP 加仓+$291.82万
DIMENSIONAL ETF 加仓+$167.17万
DFGX 加仓+$154.88万
DIMENSIONAL ETF 加仓+$95.43万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$22.63万
UAL 减仓-$12.08万
VT 减仓-$4.23万
IVV 减仓-$2.16万
DFSI 减仓-$3,986
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.46亿 | 36.35% | 3,762,717 | 152,796 | 4.2% | $593.77万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,480.37万 | 8.65% | 979,558 | 15,401 | 1.6% | $54.72万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,463.87万 | 8.61% | 660,407 | 29,529 | 4.7% | $154.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,150.83万 | 7.83% | 899,209 | 15,260 | 1.7% | $53.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,849.91万 | 7.08% | 775,275 | 25,959 | 3.5% | $95.43万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $2,289.49万 | 5.69% | 424,059 | 54,051 | 14.6% | $291.82万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,177.29万 | 5.41% | 365,624 | 1,914 | 0.5% | $11.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,406.48万 | 3.50% | 594,705 | 70,685 | 13.5% | $167.17万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,228.26万 | 3.05% | 311,425 | 3,923 | 1.3% | $15.47万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,100.73万 | 2.74% | 341,629 | 7,725 | 2.3% | $24.89万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $952.38万 | 2.37% | 225,576 | 1,280 | 0.6% | $5.40万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $943.85万 | 2.35% | 273,183 | 4,756 | 1.8% | $16.43万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $638.76万 | 1.59% | 133,269 | 4,491 | 3.5% | $21.53万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $581.17万 | 1.44% | 162,429 | 2,888 | 1.8% | $10.33万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $579.45万 | 1.44% | 171,484 | 2,987 | 1.8% | $10.09万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $309.67万 | 0.77% | 91,159 | -6,661 | -6.8% | -$22.63万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $212.57万 | 0.53% | 51,732 | 58 | 0.1% | $2,383 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $62.77万 | 0.16% | 14,804 | -94 | -0.6% | -$3,986 | 减仓 |
| VTV | VANGUARD INDEX FDS | $50.34万 | 0.13% | 2,566 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $30.40万 | 0.08% | 3,818 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.63万 | 0.07% | 2,142 | -306 | -12.5% | -$4.23万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $22.80万 | 0.06% | 5,382 | -29 | -0.5% | -$1,229 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.22万 | 0.06% | 2,413 | -1,312 | -35.2% | -$12.08万 | 减仓 |
| IVV | ISHARES TR | $21.13万 | 0.05% | 323 | -33 | -9.3% | -$2.16万 | 减仓 |