Hartmann Taylor Wealth Management, LLC
DALLAS TX · SEC CIK 0002058267
$1.51亿2026Q2 申报市值
54持仓数
67.0%前十大占比 · 第一大 13.8%
0 / 0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
本季没有买入
2026Q2 卖出最多 按季末市值估算
CGGR 减仓-$5.05万
CGCV 减仓-$3.37万
VEU 减仓-$2.64万
VT 减仓-$1.80万
VTV 减仓-$1.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,088.45万 | 13.83% | 106,445 | -60 | -0.1% | -$1.18万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,647.60万 | 10.91% | 409,953 | -1,256 | -0.3% | -$5.05万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,386.36万 | 9.18% | 325,896 | -105 | -0.0% | -$4,467 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,122.37万 | 7.43% | 326,175 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $886.59万 | 5.87% | 326,554 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $848.79万 | 5.62% | 113,021 | -351 | -0.3% | -$2.64万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $701.04万 | 4.64% | 90,914 | -11 | -0.0% | -$848 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $572.73万 | 3.79% | 228,179 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $450.82万 | 2.98% | 17,212 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $409.75万 | 2.71% | 155,916 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $355.18万 | 2.35% | 49,934 | -104 | -0.2% | -$7,398 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $316.59万 | 2.10% | 116,265 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $309.30万 | 2.05% | 79,593 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $285.37万 | 1.89% | 11,244 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $281.71万 | 1.87% | 20,366 | -130 | -0.6% | -$1.80万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $244.69万 | 1.62% | 57,957 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $238.24万 | 1.58% | 7,972 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $223.08万 | 1.48% | 74,834 | -1,130 | -1.5% | -$3.37万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $188.19万 | 1.25% | 39,305 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $183.26万 | 1.21% | 58,757 | -285 | -0.5% | -$8,889 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $178.54万 | 1.18% | 37,250 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $154.64万 | 1.02% | 8,867 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $153.85万 | 1.02% | 7,154 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $151.12万 | 1.00% | 4,082 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $146.84万 | 0.97% | 32,188 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $146.36万 | 0.97% | 39,814 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $122.03万 | 0.81% | 8,342 | -4 | -0.0% | -$585 | 减仓 |
| AMZN | AMAZON COM INC | $110.76万 | 0.73% | 5,318 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $93.51万 | 0.62% | 41,859 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $73.87万 | 0.49% | 2,569 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $73.79万 | 0.49% | 1,715 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $67.64万 | 0.45% | 9,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $66.96万 | 0.44% | 672 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $58.99万 | 0.39% | 1,022 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $58.85万 | 0.39% | 11,155 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $57.04万 | 0.38% | 16,055 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $52.11万 | 0.34% | 1,816 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $50.37万 | 0.33% | 1,570 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $50.04万 | 0.33% | 18,506 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $48.58万 | 0.32% | 7,130 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $47.55万 | 0.31% | 4,945 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $45.64万 | 0.30% | 9,001 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $45.42万 | 0.30% | 909 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $40.45万 | 0.27% | 15,404 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $36.34万 | 0.24% | 5,819 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.96万 | 0.24% | 391 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.74万 | 0.20% | 800 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $28.07万 | 0.19% | 7,205 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.86万 | 0.18% | 487 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $25.89万 | 0.17% | 196 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.69万 | 0.16% | 1,570 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $23.08万 | 0.15% | 8,950 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.07万 | 0.14% | 697 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.07万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |