13F 机构持仓

MASTER'S WEALTH MANAGEMENT INC.

LANCASTER PA · SEC CIK 0002056521

2026Q22026Q1 更早 9 个季度 🔒
$3.32亿2026Q2 申报市值
91持仓数
85.4%前十大占比 · 第一大 26.5%
13 / 4新建仓 / 清仓
申报市值走势$3.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 26.5%
DFAX 15.8%
VGIT 11.5%
VGSH 8.8%
DIMENSIONAL ET 8.1%
DIMENSIONAL ET 7.6%
VTEB 2.0%
DFLV 1.9%
DIHP 1.8%
VSDM 1.4%

2026Q2 买入最多 按季末市值估算

VGIT 加仓+$208.72万
DIMENSIONAL ETF 加仓+$189.99万
VGSH 加仓+$175.02万
DIMENSIONAL ETF 加仓+$142.64万
VTEB 加仓+$122.32万

2026Q2 卖出最多 按季末市值估算

DFGP 减仓-$81.55万
DFCF 减仓-$41.35万
ASML 减仓-$35.38万
DAL 清仓-$26.01万
BWZ 减仓-$25.15万

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 $8,790.16万26.45%1,981,550 42,8292.2% $189.99万 加仓
DFAX DIMENSIONAL ETF TRUST $5,246.15万15.79%1,424,036 29,2202.1% $107.65万 加仓
VGIT VANGUARD SCOTTSDALE FDS $3,833.59万11.54%649,981 35,3895.8% $208.72万 加仓
VGSH VANGUARD SCOTTSDALE FDS $2,940.43万8.85%505,229 30,0736.3% $175.02万 加仓
— DIMENSIONAL ETF TRUST $2,689.29万8.09%384,734 20,4065.6% $142.64万 加仓
— DIMENSIONAL ETF TRUST $2,514.44万7.57%602,549 18,2233.1% $76.04万 加仓
VTEB VANGUARD MUN BD FDS $658.94万1.98%130,277 24,18322.8% $122.32万 加仓
DFLV DIMENSIONAL ETF TRUST $617.40万1.86%156,146 -5,664-3.5% -$22.40万 减仓
DIHP DIMENSIONAL ETF TRUST $611.55万1.84%179,208 7,1054.1% $24.25万 加仓
VSDM VANGUARD MUN BD FDS $472.72万1.42%61,689 8,97817.0% $68.80万 加仓
DISV DIMENSIONAL ETF TRUST $402.41万1.21%100,277 13,68815.8% $54.93万 加仓
AAPL APPLE INC $393.03万1.18%13,583 4063.1% $11.75万 加仓
PNC PNC FINL SVCS GROUP INC $254.28万0.77%10,327 60.1% $1,477 加仓
DFGP DIMENSIONAL ETF TRUST $219.66万0.66%40,334 -14,974-27.1% -$81.55万 减仓
LRCX LAM RESEARCH CORP $136.46万0.41%3,149 00.0% — 不变
PH PARKER-HANNIFIN CORP $128.53万0.39%1,314 12510.5% $12.23万 加仓
PLD PROLOGIS INC. $127.04万0.38%9,377 90210.6% $12.22万 加仓
BWZ SPDR SERIES TRUST $124.18万0.37%46,424 -9,403-16.8% -$25.15万 减仓
RF REGIONS FINANCIAL CORP NEW $117.87万0.35%39,029 3981.0% $1.20万 加仓
DFCF DIMENSIONAL ETF TRUST $106.01万0.32%25,114 -9,796-28.1% -$41.35万 减仓
DFGR DIMENSIONAL ETF TRUST $99.29万0.30%34,274 -6,224-15.4% -$18.03万 减仓
CAT CATERPILLAR INC $98.15万0.30%922 -77-7.7% -$8.20万 减仓
MSFT MICROSOFT CORP $84.81万0.26%2,274 29514.9% $11.00万 加仓
GOOGL ALPHABET INC $81.36万0.24%2,277 38220.2% $13.65万 加仓
SNA SNAP ON INC $79.33万0.24%1,971 935.0% $3.74万 加仓
AVGO BROADCOM INC $74.50万0.22%1,972 20311.5% $7.67万 加仓
UNP UNION PAC CORP $72.54万0.22%2,667 1907.7% $5.17万 加仓
DGCB DIMENSIONAL ETF TRUST $71.53万0.22%13,084 -3,178-19.5% -$17.37万 减仓
JPM JPMORGAN CHASE & CO $68.39万0.21%2,089 1236.3% $4.03万 加仓
PAYX PAYCHEX INC $66.31万0.20%6,744 65210.7% $6.41万 加仓
HD HOME DEPOT INC $63.61万0.19%1,804 613.5% $2.15万 加仓
HSY HERSHEY CO $62.61万0.19%3,568 -6-0.2% -$1,053 减仓
PSX PHILLIPS 66 $62.25万0.19%3,682 1373.9% $2.32万 加仓
WM WASTE MGMT INC DEL $61.28万0.18%2,750 381.4% $8,468 加仓
WEC WEC ENERGY GROUP INC $59.95万0.18%5,134 1,09127.0% $12.74万 加仓
AVUV AMERICAN CENTY ETF TR $55.63万0.17%4,459 10.0% $125 加仓
NEE NEXTERA ENERGY INC $54.47万0.16%6,206 911.5% $7,988 加仓
CSCO CISCO SYS INC $52.77万0.16%4,492 -49-1.1% -$5,756 减仓
DUSB DIMENSIONAL ETF TRUST $52.13万0.16%10,265 -3,099-23.2% -$15.74万 减仓
PG PROCTER & GAMBLE CO $51.50万0.15%3,512 -16-0.5% -$2,346 减仓
VZ VERIZON COMMUNICATIONS INC $50.12万0.15%11,838 2992.6% $1.27万 加仓
FENI FIDELITY COVINGTON TRUST $46.88万0.14%11,683 00.0% — 不变
VOO VANGUARD INDEX FDS $44.42万0.13%647 8815.7% $6.04万 加仓
KMI KINDER MORGAN INC DEL $42.76万0.13%13,376 1,0518.5% $3.36万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $42.68万0.13%894 495.8% $2.34万 加仓
COP CONOCOPHILLIPS $41.30万0.12%3,973 50214.5% $5.22万 加仓
JNJ JOHNSON & JOHNSON $40.92万0.12%1,611 1046.9% $2.64万 加仓
AMD ADVANCED MICRO DEVICES INC $40.37万0.12%695 695— $40.37万 新建仓
KO COCA COLA CO $40.02万0.12%4,924 1813.8% $1.47万 加仓
GD GENERAL DYNAMICS CORP $39.89万0.12%1,126 19320.7% $6.84万 加仓
GE GE AEROSPACE $38.64万0.12%1,034 10.1% $374 加仓
MS MORGAN STANLEY $36.97万0.11%1,769 301.7% $6,270 加仓
IJR ISHARES TR $35.76万0.11%2,411 361.5% $5,339 加仓
CSX CSX CORP $35.71万0.11%7,513 6339.2% $3.01万 加仓
CME CME GROUP INC $35.02万0.11%1,586 151.0% $3,312 加仓
SGOV ISHARES TR $30.20万0.09%3,000 3,000— $30.20万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $30.06万0.09%1,069 -1-0.1% -$281 减仓
AMZN AMAZON COM INC $29.67万0.09%1,245 1,245— $29.67万 新建仓
WMT WALMART INC $29.59万0.09%2,613 28512.2% $3.23万 加仓
— EXXON MOBIL CORP $28.89万0.09%2,113 20510.7% $2.80万 加仓
AMAT APPLIED MATLS INC $28.88万0.09%400 400— $28.88万 新建仓
AJG GALLAGHER ARTHUR J & CO $28.87万0.09%1,257 -739-37.0% -$16.97万 减仓
AFL AFLAC INC $28.56万0.09%2,436 00.0% — 不变
MRK MERCK & CO INC $28.36万0.09%2,207 1366.6% $1.75万 加仓
LAMR LAMAR ADVERTISING CO $27.94万0.08%1,791 160.9% $2,496 加仓
DHI D R HORTON INC $27.82万0.08%1,708 -12-0.7% -$1,954 减仓
ABBV ABBVIE INC $27.66万0.08%1,099 757.3% $1.89万 加仓
UNH UNITEDHEALTH GROUP INC $26.91万0.08%647 647— $26.91万 新建仓
FERG FERGUSON ENTERPRISES INC $26.85万0.08%1,131 151.3% $3,561 加仓
META META PLATFORMS INC $26.48万0.08%470 4811.4% $2.70万 加仓
JPST J P MORGAN EXCHANGE TRADED F $26.32万0.08%5,205 -339-6.1% -$1.71万 减仓
PM PHILIP MORRIS INTL INC $25.59万0.08%1,415 13210.3% $2.39万 加仓
NOC NORTHROP GRUMMAN CORP $24.87万0.07%488 20.4% $1,019 加仓
GEV GE VERNOVA INC $24.83万0.07%211 211— $24.83万 新建仓
FULT FULTON FINL CORP PA $24.49万0.07%10,122 770.8% $1,863 加仓
CRS CARPENTER TECHNOLOGY CORP $24.18万0.07%392 392— $24.18万 新建仓
NVDA NVIDIA CORPORATION $23.73万0.07%1,186 1,186— $23.73万 新建仓
AEP AMERICAN ELEC PWR CO INC $23.44万0.07%1,713 925.7% $1.26万 加仓
BLK BLACKROCK INC $23.37万0.07%243 104.3% $9,617 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $23.30万0.07%2,871 240.8% $1,948 加仓
ASML ASML HLDG NV $22.86万0.07%115 -178-60.8% -$35.38万 减仓
ETN EATON CORP PLC $22.60万0.07%530 530— $22.60万 新建仓
TXN TEXAS INSTRS INC $22.27万0.07%747 747— $22.27万 新建仓
CSL CARLISLE COS INC $21.67万0.07%597 597— $21.67万 新建仓
AMGN AMGEN INC $20.96万0.06%579 50.9% $1,810 加仓
LIN LINDE PLC $20.61万0.06%397 397— $20.61万 新建仓
GSK GSK PLC $20.58万0.06%3,926 310.8% $1,625 加仓
CVX CHEVRON CORPORATION $20.36万0.06%1,228 534.5% $8,785 加仓
FENC FENNEC PHARMACEUTICALS INC $12.42万0.04%11,557 11,557— $12.42万 新建仓
GSM FERROGLOBE PLC $4.83万0.01%15,187 2,77722.4% $8,831 加仓
MNKD MANNKIND CORP $4.78万0.01%11,211 6656.3% $2,833 加仓
DAL DELTA AIR LINES INC $00.00%0 -3,913-100.0% -$26.01万 清仓
DE DEERE & CO $00.00%0 -427-100.0% -$24.07万 清仓
INTU INTUIT $00.00%0 -526-100.0% -$22.74万 清仓
T AT&T INC $00.00%0 -7,355-100.0% -$21.32万 清仓