BANNERMAN WEALTH MANAGEMENT GROUP, LLC
LEWISVILLE TX · SEC CIK 0002058816
$1.71亿2026Q2 申报市值
38持仓数
86.6%前十大占比 · 第一大 32.2%
5 / 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
DFCF 加仓+$239.63万
DIMENSIONAL ETF 加仓+$157.25万
DFAI 加仓+$76.84万
VTI 新建仓+$39.63万
MU 新建仓+$30.25万
2026Q2 卖出最多 按季末市值估算
AVIG 减仓-$66.88万
MCK 减仓-$8.92万
AVUS 减仓-$2.22万
AVUV 减仓-$1.97万
EEM 减仓-$1.27万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC 看跌期权 | $9.40万 | 0.05% | 800 | 800 | — | $9.40万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.11万 | 0.12% | 1,712 | 1,712 | — | $20.11万 | 新建仓 |
| DOV | DOVER CORP | $22.70万 | 0.13% | 1,012 | 1 | 0.1% | $224 | 加仓 |
| SGOV | ISHARES TR | $24.42万 | 0.14% | 2,425 | 2,425 | — | $24.42万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.11万 | 0.15% | 2,609 | 109 | 4.4% | $1.05万 | 加仓 |
| GOOG | ALPHABET INC | $25.30万 | 0.15% | 716 | 71 | 11.0% | $2.51万 | 重新持有 |
| DLS | WISDOMTREE TR | $28.15万 | 0.16% | 3,359 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $28.49万 | 0.17% | 377 | -118 | -23.8% | -$8.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.25万 | 0.18% | 262 | 262 | — | $30.25万 | 新建仓 |
| GOOGL | ALPHABET INC | $31.02万 | 0.18% | 868 | 106 | 13.9% | $3.79万 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.22万 | 0.21% | 1,625 | -22 | -1.3% | -$4,904 | 减仓 |
| VTI | VANGUARD INDEX FDS | $39.63万 | 0.23% | 1,071 | 1,071 | — | $39.63万 | 新建仓 |
| MSFT | MICROSOFT CORP | $46.44万 | 0.27% | 1,245 | 191 | 18.1% | $7.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $49.91万 | 0.29% | 4,001 | -158 | -3.8% | -$1.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $54.51万 | 0.32% | 794 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $56.68万 | 0.33% | 1,883 | -33 | -1.7% | -$9,934 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $63.36万 | 0.37% | 6,567 | 14 | 0.2% | $1,351 | 加仓 |
| VUG | VANGUARD INDEX FDS | $68.22万 | 0.40% | 7,920 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $75.41万 | 0.44% | 8,454 | 119 | 1.4% | $1.06万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $89.92万 | 0.52% | 10,862 | 883 | 8.8% | $7.31万 | 加仓 |
| EEM | ISHARES TR | $93.89万 | 0.55% | 13,724 | -186 | -1.3% | -$1.27万 | 减仓 |
| AAPL | APPLE INC | $100.21万 | 0.58% | 3,463 | 487 | 16.4% | $14.09万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $126.88万 | 0.74% | 30,640 | -16,150 | -34.5% | -$66.88万 | 减仓 |
| AMZN | AMAZON COM INC | $139.14万 | 0.81% | 5,838 | 440 | 8.2% | $10.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $140.35万 | 0.82% | 25,514 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $189.19万 | 1.10% | 7,804 | -38 | -0.5% | -$9,212 | 减仓 |
| NVDA | NVIDIA CORPORATION | $299.11万 | 1.75% | 14,949 | 577 | 4.0% | $11.55万 | 加仓 |
| IAGG | ISHARES TR | $381.70万 | 2.23% | 75,435 | 5,563 | 8.0% | $28.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $430.15万 | 2.51% | 164,429 | 6,603 | 4.2% | $17.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $534.84万 | 3.12% | 41,758 | -173 | -0.4% | -$2.22万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $570.49万 | 3.33% | 55,360 | 443 | 0.8% | $4.57万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $625.59万 | 3.65% | 95,365 | 4,348 | 4.8% | $28.52万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $678.16万 | 3.96% | 168,655 | 1,560 | 0.9% | $6.27万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,491.75万 | 8.70% | 163,551 | 1,992 | 1.2% | $18.17万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,525.01万 | 8.90% | 369,700 | 18,627 | 5.3% | $76.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,580.21万 | 9.22% | 191,912 | 2,708 | 1.4% | $22.30万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,889.73万 | 11.03% | 447,697 | 56,772 | 14.5% | $239.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,517.33万 | 32.19% | 1,243,763 | 35,448 | 2.9% | $157.25万 | 加仓 |