Momentous Wealth Management, Inc.
VANCOUVER WA · SEC CIK 0002055574
$1.75亿2026Q1 申报市值
41持仓数
89.7%前十大占比 · 第一大 24.2%
2 / 6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+$167.11万
VCRB 加仓+$91.47万
DFSB 加仓+$56.55万
DFCF 加仓+$40.51万
DFSU 加仓+$40.13万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$167.24万
SCHF 减仓-$94.42万
USD 清仓-$44.55万
GLD 清仓-$31.35万
CRM 清仓-$28.91万
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 |
|---|---|---|---|---|---|---|---|---|
| USD | PROSHARES TR | $0 | 0.00% | 0 | -8,485 | -100.0% | -$44.55万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -791 | -100.0% | -$31.35万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$28.91万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -876 | -100.0% | -$22.53万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,698 | -100.0% | -$21.99万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,043 | -100.0% | -$21.43万 | 清仓 |
| POWW | OUTDOOR HOLDING CO | $2.53万 | 0.01% | 12,600 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC | $7.14万 | 0.04% | 14,006 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $20.66万 | 0.12% | 1,840 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.01万 | 0.13% | 1,077 | 1,077 | — | $23.01万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.09万 | 0.13% | 1,002 | 9 | 0.9% | $2,074 | 加仓 |
| LLY | ELI LILLY & CO | $23.56万 | 0.13% | 256 | 6 | 2.4% | $5,523 | 加仓 |
| NFLX | NETFLIX INC. | $24.76万 | 0.14% | 2,575 | 95 | 3.8% | $9,134 | 加仓 |
| WMT | WALMART INC | $26.31万 | 0.15% | 2,117 | -343 | -13.9% | -$4.26万 | 减仓 |
| ABBV | ABBVIE INC | $27.06万 | 0.15% | 1,244 | -87 | -6.5% | -$1.89万 | 减仓 |
| V | VISA INC | $27.59万 | 0.16% | 913 | -255 | -21.8% | -$7.71万 | 减仓 |
| TJX | TJX COS INC NEW | $28.78万 | 0.16% | 1,802 | 2 | 0.1% | $319 | 加仓 |
| HD | HOME DEPOT INC | $29.07万 | 0.17% | 884 | -46 | -4.9% | -$1.51万 | 减仓 |
| TSLA | TESLA INC | $32.64万 | 0.19% | 878 | 71 | 8.8% | $2.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.59万 | 0.20% | 1,456 | 140 | 10.6% | $3.42万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $36.75万 | 0.21% | 9,433 | 9,433 | — | $36.75万 | 新建仓 |
| AVGO | BROADCOM INC | $39.09万 | 0.22% | 1,263 | 39 | 3.2% | $1.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $45.24万 | 0.26% | 1,318 | -38 | -2.8% | -$1.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.74万 | 0.28% | 1,657 | -110 | -6.2% | -$3.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.84万 | 0.38% | 671 | -5 | -0.7% | -$4,980 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.29万 | 0.39% | 1,425 | 104 | 7.9% | $4.98万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $70.73万 | 0.40% | 19,807 | -5,312 | -21.1% | -$18.97万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.41% | 1 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $85.00万 | 0.49% | 4,081 | 219 | 5.7% | $4.56万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $85.61万 | 0.49% | 20,206 | -851 | -4.0% | -$3.61万 | 减仓 |
| META | META PLATFORMS INC | $87.54万 | 0.50% | 1,530 | -29 | -1.9% | -$1.66万 | 减仓 |
| GOOGL | ALPHABET INC | $91.71万 | 0.52% | 3,189 | 193 | 6.4% | $5.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $94.36万 | 0.54% | 1,054 | 52 | 5.2% | $4.66万 | 加仓 |
| — | EXXON MOBIL CORP | $97.54万 | 0.56% | 5,749 | 69 | 1.2% | $1.17万 | 加仓 |
| GOOG | ALPHABET INC | $103.24万 | 0.59% | 3,599 | -28 | -0.8% | -$8,032 | 减仓 |
| MSFT | MICROSOFT CORP | $166.50万 | 0.95% | 4,498 | -83 | -1.8% | -$3.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $210.51万 | 1.20% | 12,070 | 713 | 6.3% | $12.44万 | 加仓 |
| CVBF | CVB FINL CORP | $227.75万 | 1.30% | 117,455 | 4 | 0.0% | $78 | 加仓 |
| AAPL | APPLE INC | $299.03万 | 1.71% | 11,783 | -512 | -4.2% | -$12.99万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $316.66万 | 1.81% | 74,684 | -1,075 | -1.4% | -$4.56万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $797.41万 | 4.56% | 194,063 | 9,767 | 5.3% | $40.13万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $952.82万 | 5.44% | 184,145 | 10,929 | 6.3% | $56.55万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,545.26万 | 8.83% | 624,346 | -38,148 | -5.8% | -$94.42万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,918.34万 | 10.96% | 454,368 | 9,594 | 2.2% | $40.51万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,473.99万 | 14.14% | 728,287 | -49,231 | -6.3% | -$167.24万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,941.02万 | 16.81% | 380,075 | 11,821 | 3.2% | $91.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,226.77万 | 24.15% | 1,087,692 | 43,004 | 4.1% | $167.11万 | 加仓 |