BANNERMAN WEALTH MANAGEMENT GROUP, LLC
LEWISVILLE TX · SEC CIK 0002058816
$1.48亿2026Q1 申报市值
32持仓数
86.7%前十大占比 · 第一大 31.6%
0 / 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
DIMENSIONAL ETF 加仓+$330.60万
DIMENSIONAL ETF 加仓+$114.92万
DFAI 加仓+$86.75万
AVLV 加仓+$86.01万
AVES 加仓+$34.51万
2026Q1 卖出最多 按季末市值估算
SCHK 清仓-$30.92万
AVIG 减仓-$28.63万
DFCF 减仓-$15.58万
EEM 减仓-$6.32万
MCK 减仓-$5.45万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,695.51万 | 31.64% | 1,208,315 | 85,075 | 7.6% | $330.60万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,650.49万 | 11.12% | 390,925 | -3,690 | -0.9% | -$15.58万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,367.78万 | 9.22% | 351,073 | 22,267 | 6.8% | $86.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,345.81万 | 9.07% | 189,204 | 16,156 | 9.3% | $114.92万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,302.33万 | 8.78% | 161,559 | 10,670 | 7.1% | $86.01万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $565.78万 | 3.81% | 167,095 | 7,242 | 4.5% | $24.52万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $548.40万 | 3.70% | 54,917 | 1,341 | 2.5% | $13.39万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $545.92万 | 3.68% | 91,017 | 5,753 | 6.7% | $34.51万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $466.19万 | 3.14% | 41,931 | -378 | -0.9% | -$4.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $373.26万 | 2.52% | 157,826 | 11,140 | 7.6% | $26.35万 | 加仓 |
| IAGG | ISHARES TR | $349.64万 | 2.36% | 69,872 | 678 | 1.0% | $3.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $250.65万 | 1.69% | 14,372 | 1,340 | 10.3% | $23.37万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $194.36万 | 1.31% | 46,790 | -6,893 | -12.8% | -$28.63万 | 减仓 |
| IWD | ISHARES TR | $167.56万 | 1.13% | 7,842 | -130 | -1.6% | -$2.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $123.64万 | 0.83% | 25,514 | -666 | -2.5% | -$3.23万 | 减仓 |
| AMZN | AMAZON COM INC | $112.42万 | 0.76% | 5,398 | 53 | 1.0% | $1.10万 | 加仓 |
| EEM | ISHARES TR | $79.00万 | 0.53% | 13,910 | -1,113 | -7.4% | -$6.32万 | 减仓 |
| AAPL | APPLE INC | $75.53万 | 0.51% | 2,976 | 513 | 20.8% | $13.02万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $73.63万 | 0.50% | 9,979 | 226 | 2.3% | $1.67万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $70.72万 | 0.48% | 8,335 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $63.39万 | 0.43% | 1,916 | -31 | -1.6% | -$1.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $57.66万 | 0.39% | 1,320 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $52.80万 | 0.36% | 6,553 | -53 | -0.8% | -$4,270 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.42万 | 0.32% | 794 | 186 | 30.6% | $11.11万 | 重新持有 |
| AVUV | AMERICAN CENTY ETF TR | $45.94万 | 0.31% | 4,159 | -111 | -2.6% | -$1.23万 | 减仓 |
| MCK | MCKESSON CORP | $42.84万 | 0.29% | 495 | -63 | -11.3% | -$5.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $39.01万 | 0.26% | 1,054 | -72 | -6.4% | -$2.66万 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.85万 | 0.26% | 1,647 | 37 | 2.3% | $8,503 | 加仓 |
| DLS | WISDOMTREE TR | $27.38万 | 0.18% | 3,359 | -359 | -9.7% | -$2.93万 | 减仓 |
| DIS | DISNEY WALT CO | $24.09万 | 0.16% | 2,500 | -38 | -1.5% | -$3,662 | 减仓 |
| GOOGL | ALPHABET INC | $21.91万 | 0.15% | 762 | -6 | -0.8% | -$1,725 | 减仓 |
| DOV | DOVER CORP | $21.08万 | 0.14% | 1,011 | -188 | -15.7% | -$3.92万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,427 | -100.0% | -$30.92万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |