Hartmann Taylor Wealth Management, LLC
DALLAS TX · SEC CIK 0002058267
$1.51亿2026Q1 申报市值
54持仓数
67.0%前十大占比 · 第一大 13.8%
2 / 1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
CGMU 加仓+$258.02万
CGDV 加仓+$115.43万
VCRM 新建仓+$67.64万
VTV 加仓+$59.84万
CGGR 加仓+$45.55万
2026Q1 卖出最多 按季末市值估算
BFST 减仓-$27.04万
CGSM 减仓-$23.32万
VIG 减仓-$20.19万
DFSD 减仓-$12.31万
GBTC 减仓-$12.13万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,089.63万 | 13.82% | 106,505 | 3,050 | 2.9% | $59.84万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,652.65万 | 10.93% | 411,209 | 11,333 | 2.8% | $45.55万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,386.81万 | 9.17% | 326,001 | 27,134 | 9.1% | $115.43万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,122.37万 | 7.42% | 326,175 | 2,932 | 0.9% | $10.09万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $886.59万 | 5.86% | 326,554 | 95,035 | 41.0% | $258.02万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $851.42万 | 5.63% | 113,372 | 3,992 | 3.6% | $29.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $701.12万 | 4.64% | 90,925 | 4,923 | 5.7% | $37.96万 | 加仓 |
| 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 | 222 | 1.3% | $5.81万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $409.75万 | 2.71% | 155,916 | -8,875 | -5.4% | -$23.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $355.92万 | 2.35% | 50,038 | 5,332 | 11.9% | $37.93万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $316.59万 | 2.09% | 116,265 | 4,000 | 3.6% | $10.89万 | 加仓 |
| — | 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 | 3 | 0.0% | $761 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $283.50万 | 1.87% | 20,496 | -50 | -0.2% | -$6,916 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $244.69万 | 1.62% | 57,957 | 4,175 | 7.8% | $17.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $238.24万 | 1.58% | 7,972 | -124 | -1.5% | -$3.71万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $226.45万 | 1.50% | 75,964 | 9,980 | 15.1% | $29.75万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $188.19万 | 1.24% | 39,305 | -2,570 | -6.1% | -$12.31万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $184.15万 | 1.22% | 59,042 | 12,090 | 25.7% | $37.71万 | 加仓 |
| 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 | 5 | 0.1% | $872 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $153.85万 | 1.02% | 7,154 | -939 | -11.6% | -$20.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $151.12万 | 1.00% | 4,082 | -48 | -1.2% | -$1.78万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $146.84万 | 0.97% | 32,188 | 68 | 0.2% | $3,102 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $146.36万 | 0.97% | 39,814 | -600 | -1.5% | -$2.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $122.09万 | 0.81% | 8,346 | 4 | 0.0% | $585 | 加仓 |
| AMZN | AMAZON COM INC | $110.76万 | 0.73% | 5,318 | 113 | 2.2% | $2.35万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $93.51万 | 0.62% | 41,859 | 3,758 | 9.9% | $8.40万 | 加仓 |
| 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 | 665 | 63.3% | $28.61万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $67.64万 | 0.45% | 9,000 | 9,000 | — | $67.64万 | 新建仓 |
| 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 | -2,300 | -17.1% | -$12.13万 | 减仓 |
| 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 | 3 | 0.2% | $861 | 加仓 |
| VTI | VANGUARD INDEX FDS | $50.37万 | 0.33% | 1,570 | 133 | 9.3% | $4.27万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $50.04万 | 0.33% | 18,506 | -10,000 | -35.1% | -$27.04万 | 减仓 |
| SLV | ISHARES SILVER TR | $48.58万 | 0.32% | 7,130 | 1,900 | 36.3% | $12.95万 | 加仓 |
| 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 | -1,500 | -14.3% | -$7.61万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $45.42万 | 0.30% | 909 | 1 | 0.1% | $500 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $40.45万 | 0.27% | 15,404 | 4,000 | 35.1% | $10.50万 | 加仓 |
| — | 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 | -23 | -5.6% | -$2.12万 | 减仓 |
| 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 | 1 | 0.2% | $572 | 加仓 |
| 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 | -3 | -0.2% | -$472 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $23.08万 | 0.15% | 8,950 | 8,950 | — | $23.08万 | 新建仓 |
| 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 | -3,000 | -23.1% | -$5.12万 | 减仓 |
| — | WESTWATER RES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.12万 | 清仓 |