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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.88亿 | 23.95% | 506,930 | -301 | -0.1% | -$11.14万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $6,029.39万 | 7.70% | 705,274 | 16,834 | 2.4% | $143.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,656.83万 | 7.22% | 82,364 | -2,828 | -3.3% | -$194.23万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $5,538.52万 | 7.07% | 297,642 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,296.57万 | 6.76% | 632,426 | -11,887 | -1.8% | -$99.55万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,764.64万 | 6.08% | 942,001 | -158,756 | -14.4% | -$802.99万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $4,699.95万 | 6.00% | 615,176 | 231,019 | 60.1% | $1,764.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,117.72万 | 2.70% | 256,228 | 56,666 | 28.4% | $468.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,892.06万 | 2.42% | 265,553 | 9 | 0.0% | $641 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,696.14万 | 2.17% | 68,890 | 9 | 0.0% | $2,216 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,454.82万 | 1.86% | 198,177 | 19,787 | 11.1% | $145.26万 | 加仓 |
| TSLA | TESLA INC | $1,297.72万 | 1.66% | 30,854 | 30,148 | 4,270.3% | $1,268.02万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,082.33万 | 1.38% | 223,484 | 21,514 | 10.7% | $104.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,049.26万 | 1.34% | 128,052 | 1,832 | 1.5% | $15.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $934.21万 | 1.19% | 12,510 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $763.02万 | 0.97% | 26,369 | 279 | 1.1% | $8.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $638.49万 | 0.82% | 17,117 | -61 | -0.4% | -$2.28万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $518.87万 | 0.66% | 51,216 | 109 | 0.2% | $1.10万 | 加仓 |
| GOOGL | ALPHABET INC | $400.65万 | 0.51% | 11,211 | 189 | 1.7% | $6.75万 | 加仓 |
| MGC | VANGUARD WORLD FD | $381.30万 | 0.49% | 13,935 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $343.56万 | 0.44% | 118,632 | -2,345 | -1.9% | -$6.79万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $312.98万 | 0.40% | 40,843 | 8,581 | 26.6% | $65.76万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $308.73万 | 0.39% | 83,802 | 744 | 0.9% | $2.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.38% | 4 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $293.30万 | 0.37% | 12,306 | 95 | 0.8% | $2.26万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $265.37万 | 0.34% | 34,360 | 9,731 | 39.5% | $75.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $255.71万 | 0.33% | 11,734 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $253.54万 | 0.32% | 3,443 | 17 | 0.5% | $1.25万 | 加仓 |
| EFA | ISHARES TR | $251.95万 | 0.32% | 24,254 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $251.66万 | 0.32% | 12,577 | 126 | 1.0% | $2.52万 | 加仓 |
| IWM | ISHARES TR | $250.24万 | 0.32% | 8,329 | 15 | 0.2% | $4,507 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $249.76万 | 0.32% | 3,551 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $249.24万 | 0.32% | 17,504 | 17,504 | — | $249.24万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $247.31万 | 0.32% | 31,293 | 1,698 | 5.7% | $13.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $231.26万 | 0.30% | 7,065 | 72 | 1.0% | $2.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $220.42万 | 0.28% | 9,071 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $217.29万 | 0.28% | 7,290 | -473 | -6.1% | -$14.10万 | 减仓 |
| V | VISA INC | $212.54万 | 0.27% | 6,195 | -1,007 | -14.0% | -$34.55万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $198.05万 | 0.25% | 24,433 | 448 | 1.9% | $3.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $188.02万 | 0.24% | 12,822 | -190 | -1.5% | -$2.79万 | 减仓 |
| META | META PLATFORMS INC | $186.90万 | 0.24% | 3,318 | -40 | -1.2% | -$2.25万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.51万 | 0.22% | 7,967 | -50 | -0.6% | -$1.06万 | 减仓 |
| ACWX | ISHARES TR | $167.05万 | 0.21% | 21,949 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $166.10万 | 0.21% | 21,411 | 15,023 | 235.2% | $116.54万 | 加仓 |
| APH | AMPHENOL CORP | $162.90万 | 0.21% | 9,226 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $160.50万 | 0.20% | 5,295 | -45 | -0.8% | -$1.36万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $155.96万 | 0.20% | 26,128 | 20 | 0.1% | $1,194 | 加仓 |
| GOOG | ALPHABET INC | $155.04万 | 0.20% | 4,388 | 80 | 1.9% | $2.83万 | 加仓 |
| MUB | ISHARES TR | $139.19万 | 0.18% | 12,933 | -27,796 | -68.2% | -$299.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $132.66万 | 0.17% | 11,100 | 4 | 0.0% | $478 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.00万 | 0.16% | 2,558 | -42 | -1.6% | -$2.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $126.97万 | 0.16% | 1,100 | 125 | 12.8% | $14.43万 | 加仓 |
| IWF | ISHARES TR | $123.47万 | 0.16% | 9,944 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $122.42万 | 0.16% | 7,496 | 4 | 0.1% | $653 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $121.61万 | 0.16% | 16,027 | 405 | 2.6% | $3.07万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $121.31万 | 0.15% | 29,409 | 369 | 1.3% | $1.52万 | 加仓 |
| ABBV | ABBVIE INC | $116.94万 | 0.15% | 4,647 | 60 | 1.3% | $1.51万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $114.06万 | 0.15% | 14,851 | 164 | 1.1% | $1.26万 | 加仓 |
| LLY | ELI LILLY & CO | $107.23万 | 0.14% | 894 | 10 | 1.1% | $1.20万 | 加仓 |
| IJK | ISHARES TR | $102.12万 | 0.13% | 8,691 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $96.22万 | 0.12% | 19,970 | 200 | 1.0% | $9,636 | 加仓 |
| IWB | ISHARES TR | $95.58万 | 0.12% | 2,334 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $94.62万 | 0.12% | 2,683 | 113 | 4.4% | $3.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $91.52万 | 0.12% | 2,202 | -274 | -11.1% | -$11.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $86.35万 | 0.11% | 3,649 | 1 | 0.0% | $237 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $82.57万 | 0.11% | 3,119 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $82.34万 | 0.11% | 1,931 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $77.41万 | 0.10% | 6,905 | -25 | -0.4% | -$2,803 | 减仓 |
| MS | MORGAN STANLEY | $77.34万 | 0.10% | 3,700 | 15 | 0.4% | $3,136 | 加仓 |
| LRCX | LAM RESEARCH CORP | $71.02万 | 0.09% | 1,638 | 69 | 4.4% | $2.99万 | 加仓 |
| WMT | WALMART INC | $70.30万 | 0.09% | 6,207 | 68 | 1.1% | $7,702 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $68.82万 | 0.09% | 3,612 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $67.82万 | 0.09% | 5,774 | 40 | 0.7% | $4,698 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $67.75万 | 0.09% | 4,995 | -9,993 | -66.7% | -$135.55万 | 减仓 |
| MRK | MERCK & CO INC | $66.12万 | 0.08% | 5,112 | 11 | 0.2% | $1,423 | 加仓 |
| AVGO | BROADCOM INC | $63.92万 | 0.08% | 1,692 | 67 | 4.1% | $2.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.11万 | 0.08% | 14,002 | 2,595 | 22.7% | $11.51万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $62.05万 | 0.08% | 1,218 | 4 | 0.3% | $2,038 | 加仓 |
| IWP | ISHARES TR | $61.20万 | 0.08% | 4,180 | -40 | -0.9% | -$5,856 | 减仓 |
| GE | GE AEROSPACE | $61.10万 | 0.08% | 1,635 | 26 | 1.6% | $9,717 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $59.50万 | 0.08% | 28,161 | 307 | 1.1% | $6,487 | 加仓 |
| ASML | ASML HLDG NV | $58.69万 | 0.07% | 295 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $57.79万 | 0.07% | 6,093 | 170 | 2.9% | $1.61万 | 加仓 |
| GEV | GE VERNOVA INC | $57.10万 | 0.07% | 486 | 2 | 0.4% | $2,350 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.70万 | 0.07% | 6,582 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $56.02万 | 0.07% | 4,012 | 4,012 | — | $56.02万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $55.56万 | 0.07% | 6,896 | 252 | 3.8% | $2.03万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $55.54万 | 0.07% | 10,065 | 3,125 | 45.0% | $17.24万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $54.41万 | 0.07% | 10,229 | -7,407 | -42.0% | -$39.40万 | 减仓 |
| IJJ | ISHARES TR | $53.54万 | 0.07% | 3,624 | -36 | -1.0% | -$5,318 | 减仓 |
| RTX | RTX CORPORATION | $53.35万 | 0.07% | 2,812 | 11 | 0.4% | $2,087 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $53.25万 | 0.07% | 28,707 | 1,279 | 4.7% | $2.37万 | 加仓 |
| — | EXXON MOBIL CORP | $52.05万 | 0.07% | 3,807 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.87万 | 0.06% | 1,882 | -226 | -10.7% | -$6.11万 | 减仓 |
| IWS | ISHARES TR | $50.76万 | 0.06% | 3,084 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $50.06万 | 0.06% | 951 | 1 | 0.1% | $526 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $49.34万 | 0.06% | 10,140 | 450 | 4.6% | $2.19万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $49.15万 | 0.06% | 22,602 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.58万 | 0.06% | 968 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $48.44万 | 0.06% | 479 | 0 | 0.0% | — | 不变 |