Wealth Management Strategies, Inc.
PITTSBURGH PA · SEC CIK 0002057285
$2.21亿2026Q1 申报市值
40持仓数
84.8%前十大占比 · 第一大 19.4%
1 / 0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
VUG 加仓+$189.74万
VEA 加仓+$185.95万
PNC 加仓+$83.12万
VTV 加仓+$82.13万
DIMENSIONAL ETF 加仓+$69.78万
2026Q1 卖出最多 按季末市值估算
SMA 减仓-$5.44万
IBTG 减仓-$5.21万
VTI 减仓-$7,058
MSFT 减仓-$7,034
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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $21.74万 | 0.10% | 5,372 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $22.24万 | 0.10% | 1,311 | 1,311 | — | $22.24万 | 新建仓 |
| GOOG | ALPHABET INC | $24.85万 | 0.11% | 866 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $26.12万 | 0.12% | 3,844 | 51 | 1.3% | $3,466 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.63万 | 0.12% | 1,238 | 5 | 0.4% | $1,076 | 加仓 |
| GLD | SPDR GOLD TR | $27.67万 | 0.13% | 643 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $28.42万 | 0.13% | 3,280 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $28.65万 | 0.13% | 3,375 | 5 | 0.1% | $425 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $29.70万 | 0.13% | 9,807 | -1,797 | -15.5% | -$5.44万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.75万 | 0.14% | 2,592 | 12 | 0.5% | $1,423 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.90万 | 0.17% | 567 | 1 | 0.2% | $651 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.07万 | 0.17% | 2,503 | 2 | 0.1% | $296 | 加仓 |
| NVDA | NVIDIA CORPORATION | $37.38万 | 0.17% | 2,143 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $37.85万 | 0.17% | 8,932 | 11 | 0.1% | $466 | 加仓 |
| VSGX | VANGUARD WORLD FD | $39.33万 | 0.18% | 5,483 | 65 | 1.2% | $4,662 | 加仓 |
| VXUS | VANGUARD STAR FDS | $42.88万 | 0.19% | 5,561 | 13 | 0.2% | $1,002 | 加仓 |
| ESGV | VANGUARD WORLD FD | $44.63万 | 0.20% | 3,975 | 102 | 2.6% | $1.15万 | 加仓 |
| COHR | COHERENT CORP | $44.76万 | 0.20% | 1,879 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.12万 | 0.26% | 2,357 | 16 | 0.7% | $3,878 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $65.03万 | 0.29% | 10,413 | 32 | 0.3% | $1,998 | 加仓 |
| MSFT | MICROSOFT CORP | $92.48万 | 0.42% | 2,498 | -19 | -0.8% | -$7,034 | 减仓 |
| VOO | VANGUARD INDEX FDS | $98.70万 | 0.45% | 1,652 | 5 | 0.3% | $2,987 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $106.32万 | 0.48% | 25,075 | 60 | 0.2% | $2,544 | 加仓 |
| LLY | ELI LILLY & CO | $113.75万 | 0.51% | 1,237 | 2 | 0.2% | $1,839 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $151.89万 | 0.69% | 7,299 | 3,994 | 120.8% | $83.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $255.68万 | 1.16% | 7,970 | -22 | -0.3% | -$7,058 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $412.06万 | 1.86% | 112,093 | 3,543 | 3.3% | $13.02万 | 加仓 |
| AAPL | APPLE INC | $452.65万 | 2.05% | 17,836 | 16 | 0.1% | $4,061 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $462.28万 | 2.09% | 85,528 | 5,119 | 6.4% | $27.67万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $510.11万 | 2.31% | 124,143 | 291 | 0.2% | $1.20万 | 加仓 |
| VB | VANGUARD INDEX FDS | $953.78万 | 4.32% | 36,415 | 1,190 | 3.4% | $31.17万 | 加仓 |
| IBTI | ISHARES TR | $1,059.73万 | 4.79% | 475,579 | 18,981 | 4.2% | $42.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,095.05万 | 4.95% | 55,813 | 4,186 | 8.1% | $82.13万 | 加仓 |
| IBTG | ISHARES TR | $1,182.01万 | 5.35% | 515,825 | -2,273 | -0.4% | -$5.21万 | 减仓 |
| IBTJ | ISHARES TR | $1,185.23万 | 5.36% | 542,615 | 30,300 | 5.9% | $66.18万 | 加仓 |
| IBTH | ISHARES TR | $1,204.98万 | 5.45% | 537,218 | 22,204 | 4.3% | $49.80万 | 加仓 |
| IBTK | ISHARES TR | $1,313.12万 | 5.94% | 665,885 | 23,385 | 3.6% | $46.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,451.01万 | 11.09% | 630,729 | 17,958 | 2.9% | $69.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,010.12万 | 18.14% | 91,809 | 4,344 | 5.0% | $189.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,280.79万 | 19.37% | 668,039 | 29,019 | 4.5% | $185.95万 | 加仓 |