Momentous Wealth Management, Inc.
VANCOUVER WA · SEC CIK 0002055574
$1.95亿2026Q2 申报市值
48持仓数
89.9%前十大占比 · 第一大 25.8%
8 / 2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
DIMENSIONAL ETF 加仓+$217.46万
VCRB 加仓+$176.69万
DFCF 加仓+$145.59万
DFAX 加仓+$74.17万
MU 新建仓+$65.33万
2026Q2 卖出最多 按季末市值估算
CVBF 清仓-$227.75万
NVDA 减仓-$33.66万
NFLX 清仓-$24.76万
DFLV 减仓-$14.59万
GOOGL 减仓-$13.51万
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 | $5,042.46万 | 25.84% | 1,136,713 | 49,021 | 4.5% | $217.46万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,112.11万 | 15.95% | 402,952 | 22,877 | 6.0% | $176.69万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,757.18万 | 14.13% | 748,420 | 20,133 | 2.8% | $74.17万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,063.47万 | 10.57% | 488,859 | 34,491 | 7.6% | $145.59万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,776.06万 | 9.10% | 641,177 | 16,831 | 2.7% | $46.62万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $987.26万 | 5.06% | 189,457 | 5,312 | 2.9% | $27.68万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $906.11万 | 4.64% | 194,319 | 256 | 0.1% | $1.19万 | 加仓 |
| AAPL | APPLE INC | $345.33万 | 1.77% | 11,934 | 151 | 1.3% | $4.37万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $338.13万 | 1.73% | 74,975 | 291 | 0.4% | $1.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $207.85万 | 1.07% | 10,388 | -1,682 | -13.9% | -$33.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $160.32万 | 0.82% | 4,298 | -200 | -4.4% | -$7.46万 | 减仓 |
| GOOG | ALPHABET INC | $134.51万 | 0.69% | 3,807 | 208 | 5.8% | $7.35万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $100.65万 | 0.52% | 1,029 | -25 | -2.4% | -$2.45万 | 减仓 |
| GOOGL | ALPHABET INC | $100.46万 | 0.51% | 2,811 | -378 | -11.9% | -$13.51万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $97.66万 | 0.50% | 19,979 | -227 | -1.1% | -$1.11万 | 减仓 |
| AMZN | AMAZON COM INC | $94.67万 | 0.49% | 3,972 | -109 | -2.7% | -$2.60万 | 减仓 |
| META | META PLATFORMS INC | $90.63万 | 0.46% | 1,609 | 79 | 5.2% | $4.45万 | 加仓 |
| — | EXXON MOBIL CORP | $78.50万 | 0.40% | 5,742 | -7 | -0.1% | -$957 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.38% | 1 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $72.31万 | 0.37% | 17,530 | 8,097 | 85.8% | $33.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.15万 | 0.36% | 1,402 | -23 | -1.6% | -$1.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $65.33万 | 0.33% | 566 | 566 | — | $65.33万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $63.73万 | 0.33% | 16,118 | -3,689 | -18.6% | -$14.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.03万 | 0.32% | 674 | 3 | 0.4% | $2,805 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.37万 | 0.29% | 1,722 | 65 | 3.9% | $2.13万 | 加仓 |
| AVGO | BROADCOM INC | $50.20万 | 0.26% | 1,329 | 66 | 5.2% | $2.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.32万 | 0.24% | 1,092 | 15 | 1.4% | $6,500 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $47.26万 | 0.24% | 1,334 | 16 | 1.2% | $5,668 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.91万 | 0.18% | 1,414 | -42 | -2.9% | -$1.07万 | 减仓 |
| LLY | ELI LILLY & CO | $34.94万 | 0.18% | 291 | 35 | 13.7% | $4.20万 | 加仓 |
| V | VISA INC | $32.32万 | 0.17% | 942 | 29 | 3.2% | $9,950 | 加仓 |
| ABBV | ABBVIE INC | $31.71万 | 0.16% | 1,260 | 16 | 1.3% | $4,027 | 加仓 |
| HD | HOME DEPOT INC | $31.42万 | 0.16% | 891 | 7 | 0.8% | $2,469 | 加仓 |
| TSLA | TESLA INC | $29.95万 | 0.15% | 712 | -166 | -18.9% | -$6.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.81万 | 0.15% | 496 | 496 | — | $28.81万 | 新建仓 |
| GLW | CORNING INC | $28.30万 | 0.15% | 1,108 | 1,108 | — | $28.30万 | 新建仓 |
| TJX | TJX COS INC NEW | $27.58万 | 0.14% | 1,820 | 18 | 1.0% | $2,727 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.99万 | 0.14% | 1,004 | 2 | 0.2% | $538 | 加仓 |
| ASML | ASML HLDG NV | $26.46万 | 0.14% | 133 | 133 | — | $26.46万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.11万 | 0.13% | 2,223 | 2,223 | — | $26.11万 | 新建仓 |
| WMT | WALMART INC | $24.84万 | 0.13% | 2,193 | 76 | 3.6% | $8,608 | 加仓 |
| ESGV | VANGUARD WORLD FD | $24.33万 | 0.12% | 1,840 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $24.12万 | 0.12% | 4,620 | 13 | 0.3% | $679 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.97万 | 0.11% | 460 | 460 | — | $21.97万 | 新建仓 |
| GE | GE AEROSPACE | $21.08万 | 0.11% | 564 | 564 | — | $21.08万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.56万 | 0.11% | 1,720 | 1,720 | — | $20.56万 | 新建仓 |
| RUM | RUM GROUP INC | $8.79万 | 0.05% | 13,867 | -139 | -1.0% | -$881 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $2.87万 | 0.01% | 12,600 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $0 | 0.00% | 0 | -117,455 | -100.0% | -$227.75万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,575 | -100.0% | -$24.76万 | 清仓 |