Topsail Wealth Management, LLC
CHARLOTTE NC · SEC CIK 0002056627
$7.83亿2026Q2 申报市值
297持仓数
72.1%前十大占比 · 第一大 23.9%
13 / 10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
VCRM 加仓+$1,764.99万
TSLA 加仓+$1,268.02万
VCIT 加仓+$468.34万
DSI 新建仓+$249.24万
BND 加仓+$145.26万
2026Q2 卖出最多 按季末市值估算
VTEB 减仓-$802.99万
MUB 减仓-$299.14万
VOO 减仓-$194.23万
VCLT 减仓-$151.33万
DD 减仓-$135.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $7.27万 | 0.01% | 532 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $7.44万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $7.82万 | 0.01% | 1,648 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $7.83万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $8.05万 | 0.01% | 598 | -25 | -4.0% | -$3,364 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $8.26万 | 0.01% | 1,510 | 495 | 48.8% | $2.71万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $8.27万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $8.60万 | 0.01% | 2,115 | 265 | 14.3% | $1.08万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $9.15万 | 0.01% | 4,675 | 1,075 | 29.9% | $2.10万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $9.29万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $9.37万 | 0.01% | 4,775 | 1,075 | 29.1% | $2.11万 | 加仓 |
| IJT | ISHARES TR | $10.29万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $10.34万 | 0.01% | 1,495 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $10.58万 | 0.01% | 1,117 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $10.72万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $11.13万 | 0.01% | 5,335 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $11.15万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $11.29万 | 0.01% | 1,275 | 700 | 121.7% | $6.20万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $11.85万 | 0.02% | 2,808 | 881 | 45.7% | $3.72万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $12.15万 | 0.02% | 1,260 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $12.51万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $12.64万 | 0.02% | 2,825 | 625 | 28.4% | $2.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $12.65万 | 0.02% | 2,173 | 582 | 36.6% | $3.39万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $12.86万 | 0.02% | 2,693 | 764 | 39.6% | $3.65万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $13.26万 | 0.02% | 3,262 | 410 | 14.4% | $1.67万 | 加仓 |
| IVE | ISHARES TR | $13.71万 | 0.02% | 604 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $14.64万 | 0.02% | 1,196 | 0 | 0.0% | — | 不变 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $14.89万 | 0.02% | 4,275 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $14.98万 | 0.02% | 5,094 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $15.22万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $15.70万 | 0.02% | 3,455 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $15.73万 | 0.02% | 3,470 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $16.28万 | 0.02% | 1,037 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.55万 | 0.02% | 6,530 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $17.11万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $18.14万 | 0.02% | 2,652 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $18.20万 | 0.02% | 823 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $18.64万 | 0.02% | 1,565 | -32 | -2.0% | -$3,812 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $18.93万 | 0.02% | 3,662 | 1,004 | 37.8% | $5.19万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $19.12万 | 0.02% | 7,100 | -100 | -1.4% | -$2,693 | 减仓 |
| IVV | ISHARES TR | $19.85万 | 0.03% | 265 | 91 | 52.3% | $6.81万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $20.57万 | 0.03% | 1,244 | -149 | -10.7% | -$2.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $20.97万 | 0.03% | 3,450 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.15万 | 0.03% | 364 | 364 | — | $21.15万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.43万 | 0.03% | 564 | -10 | -1.7% | -$3,977 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $22.84万 | 0.03% | 4,410 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.90万 | 0.03% | 2,076 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $23.32万 | 0.03% | 1,874 | 64 | 3.5% | $7,964 | 加仓 |
| NKE | NIKE INC | $23.37万 | 0.03% | 5,620 | -1,406 | -20.0% | -$5.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.37万 | 0.03% | 1,479 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.45万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $23.71万 | 0.03% | 189 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $24.16万 | 0.03% | 768 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.33万 | 0.03% | 830 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $24.72万 | 0.03% | 1,121 | -13 | -1.1% | -$2,866 | 减仓 |
| DE | DEERE & CO | $24.74万 | 0.03% | 390 | 5 | 1.3% | $3,172 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.01万 | 0.03% | 2,144 | -13 | -0.6% | -$1,517 | 减仓 |
| SHM | SPDR SERIES TRUST | $25.13万 | 0.03% | 5,239 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.46万 | 0.03% | 1,716 | 38 | 2.3% | $5,637 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.10万 | 0.03% | 7,079 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $26.45万 | 0.03% | 2,360 | 90 | 4.0% | $1.01万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $26.66万 | 0.03% | 7,155 | 1,066 | 17.5% | $3.97万 | 加仓 |
| PEP | PEPSICO INC | $27.03万 | 0.03% | 1,996 | -139 | -6.5% | -$1.88万 | 减仓 |
| ORCL | ORACLE CORP | $27.17万 | 0.03% | 1,854 | -49 | -2.6% | -$7,181 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $27.24万 | 0.03% | 4,820 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $27.53万 | 0.04% | 676 | -193 | -22.2% | -$7.86万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $27.65万 | 0.04% | 3,016 | -158 | -5.0% | -$1.45万 | 减仓 |
| — | GAMBLING COM GROUP LIMITED | $28.22万 | 0.04% | 148,512 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.77万 | 0.04% | 3,731 | 3 | 0.1% | $231 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.81万 | 0.04% | 550 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $30.31万 | 0.04% | 6,089 | 6,089 | — | $30.31万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.45万 | 0.04% | 8,429 | 1,020 | 13.8% | $3.69万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $31.80万 | 0.04% | 2,688 | -19 | -0.7% | -$2,248 | 减仓 |
| MA | MASTERCARD INCORPORATED | $31.95万 | 0.04% | 622 | -6 | -1.0% | -$3,082 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.14万 | 0.04% | 2,194 | 8 | 0.4% | $1,172 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.23万 | 0.04% | 3,552 | 8 | 0.2% | $726 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $33.18万 | 0.04% | 6,570 | -40 | -0.6% | -$2,020 | 减仓 |
| DLTR | DOLLAR TREE INC | $33.30万 | 0.04% | 2,753 | -15 | -0.5% | -$1,814 | 减仓 |
| CVS | CVS HEALTH CORP | $33.38万 | 0.04% | 3,227 | 73 | 2.3% | $7,552 | 加仓 |
| PWR | QUANTA SVCS INC | $33.48万 | 0.04% | 465 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $34.19万 | 0.04% | 3,455 | 34 | 1.0% | $3,365 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $35.06万 | 0.04% | 19,606 | -150 | -0.8% | -$2,682 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.87万 | 0.05% | 4,376 | 1,189 | 37.3% | $9.75万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $35.90万 | 0.05% | 5,339 | 1,713 | 47.2% | $11.52万 | 加仓 |
| CRH | CRH PLC | $37.09万 | 0.05% | 3,466 | 65 | 1.9% | $6,955 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $37.32万 | 0.05% | 1,115 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $38.02万 | 0.05% | 1,260 | 1,260 | — | $38.02万 | 新建仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $38.10万 | 0.05% | 14,762 | 615 | 4.3% | $1.59万 | 加仓 |
| CAT | CATERPILLAR INC | $39.08万 | 0.05% | 367 | 1 | 0.3% | $1,065 | 加仓 |
| ENB | ENBRIDGE INC | $39.58万 | 0.05% | 7,301 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $39.76万 | 0.05% | 425 | -5 | -1.2% | -$4,677 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $39.84万 | 0.05% | 5,114 | 49 | 1.0% | $3,818 | 加仓 |
| SPYG | SPDR SERIES TRUST | $41.26万 | 0.05% | 3,468 | 4 | 0.1% | $476 | 加仓 |
| KO | COCA COLA CO | $41.56万 | 0.05% | 5,081 | -60 | -1.2% | -$4,908 | 减仓 |
| DOW | DOW HLDGS INC | $41.58万 | 0.05% | 15,197 | 3 | 0.0% | $82 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.82万 | 0.05% | 1,487 | -26 | -1.7% | -$7,312 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $42.11万 | 0.05% | 1,658 | -41 | -2.4% | -$1.04万 | 减仓 |
| QCOM | QUALCOMM INC | $43.30万 | 0.06% | 2,343 | 27 | 1.2% | $4,989 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.46万 | 0.06% | 5,066 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.85万 | 0.06% | 14,142 | 0 | 0.0% | — | 不变 |