Wealth Management Strategies, Inc.
PITTSBURGH PA · SEC CIK 0002057285
$2.56亿2026Q2 申报市值
45持仓数
84.3%前十大占比 · 第一大 19.7%
6 / 1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
VEA 加仓+$275.59万
VUG 加仓+$264.66万
VTV 加仓+$157.96万
IBTJ 加仓+$75.69万
DIMENSIONAL ETF 加仓+$72.37万
2026Q2 卖出最多 按季末市值估算
IBTG 减仓-$46.10万
EXXON MOBIL CORP 清仓-$22.24万
NVDA 减仓-$3.98万
COHR 减仓-$2.60万
MDT 减仓-$2.11万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,311 | -100.0% | -$22.24万 | 清仓 |
| USXF | ISHARES TR | $20.01万 | 0.08% | 2,881 | 2,881 | — | $20.01万 | 新建仓 |
| IJH | ISHARES TR | $20.04万 | 0.08% | 2,599 | 2,599 | — | $20.04万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.34万 | 0.08% | 7,024 | 7,024 | — | $20.34万 | 新建仓 |
| ABBV | ABBVIE INC | $21.29万 | 0.08% | 846 | 846 | — | $21.29万 | 新建仓 |
| GLW | CORNING INC | $21.33万 | 0.08% | 835 | 835 | — | $21.33万 | 新建仓 |
| BN | BROOKFIELD CORP | $22.88万 | 0.09% | 5,372 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $23.55万 | 0.09% | 3,010 | -270 | -8.2% | -$2.11万 | 减仓 |
| GLD | SPDR GOLD TR | $23.69万 | 0.09% | 643 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $27.84万 | 0.11% | 3,894 | 50 | 1.3% | $3,575 | 加仓 |
| GOOG | ALPHABET INC | $28.50万 | 0.11% | 807 | -59 | -6.8% | -$2.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.42万 | 0.11% | 1,243 | 5 | 0.4% | $1,184 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $31.87万 | 0.12% | 9,807 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $34.88万 | 0.14% | 3,379 | 4 | 0.1% | $413 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $37.63万 | 0.15% | 2,602 | 10 | 0.4% | $1,446 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.90万 | 0.15% | 1,944 | -199 | -9.3% | -$3.98万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.49万 | 0.15% | 2,499 | -4 | -0.2% | -$632 | 减仓 |
| IBTL | ISHARES TR | $40.30万 | 0.16% | 19,960 | 19,960 | — | $40.30万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.48万 | 0.17% | 569 | 2 | 0.4% | $1,493 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $43.90万 | 0.17% | 8,982 | 50 | 0.6% | $2,444 | 加仓 |
| VSGX | VANGUARD WORLD FD | $45.71万 | 0.18% | 5,552 | 69 | 1.3% | $5,681 | 加仓 |
| VXUS | VANGUARD STAR FDS | $50.26万 | 0.20% | 5,879 | 318 | 5.7% | $2.72万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $52.90万 | 0.21% | 4,000 | 25 | 0.6% | $3,306 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.67万 | 0.26% | 2,371 | 14 | 0.6% | $3,937 | 加仓 |
| COHR | COHERENT CORP | $71.52万 | 0.28% | 1,813 | -66 | -3.5% | -$2.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $73.01万 | 0.29% | 10,445 | 32 | 0.3% | $2,237 | 加仓 |
| MSFT | MICROSOFT CORP | $93.30万 | 0.36% | 2,501 | 3 | 0.1% | $1,119 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $112.56万 | 0.44% | 24,957 | -118 | -0.5% | -$5,322 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.77万 | 0.44% | 1,657 | 5 | 0.3% | $3,433 | 加仓 |
| LLY | ELI LILLY & CO | $148.55万 | 0.58% | 1,239 | 2 | 0.2% | $2,398 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $180.34万 | 0.70% | 7,324 | 25 | 0.3% | $6,156 | 加仓 |
| VTI | VANGUARD INDEX FDS | $301.01万 | 1.18% | 8,135 | 165 | 2.1% | $6.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $485.00万 | 1.90% | 116,224 | 4,131 | 3.7% | $17.24万 | 加仓 |
| AAPL | APPLE INC | $516.54万 | 2.02% | 17,851 | 15 | 0.1% | $4,340 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $570.47万 | 2.23% | 95,572 | 10,044 | 11.7% | $59.95万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $578.31万 | 2.26% | 124,022 | -121 | -0.1% | -$5,642 | 减仓 |
| IBTI | ISHARES TR | $1,121.02万 | 4.38% | 506,332 | 30,753 | 6.5% | $68.09万 | 加仓 |
| IBTG | ISHARES TR | $1,134.63万 | 4.43% | 495,686 | -20,139 | -3.9% | -$46.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,162.36万 | 4.54% | 38,346 | 1,931 | 5.3% | $58.53万 | 加仓 |
| IBTJ | ISHARES TR | $1,250.45万 | 4.89% | 577,575 | 34,960 | 6.4% | $75.69万 | 加仓 |
| IBTH | ISHARES TR | $1,263.28万 | 4.94% | 564,719 | 27,501 | 5.1% | $61.52万 | 加仓 |
| IBTK | ISHARES TR | $1,342.15万 | 5.24% | 686,872 | 20,987 | 3.2% | $41.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,374.29万 | 5.37% | 63,061 | 7,248 | 13.0% | $157.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,870.29万 | 11.22% | 647,044 | 16,315 | 2.6% | $72.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,009.71万 | 19.58% | 581,578 | 30,724 | 5.6% | $264.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,035.37万 | 19.68% | 706,718 | 38,679 | 5.8% | $275.59万 | 加仓 |