SpringVest Wealth Management LLC
DALLAS TX · SEC CIK 0002058986
$1.46亿2026Q1 申报市值
67持仓数
67.1%前十大占比 · 第一大 14.4%
1 / 5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
DFCF 加仓+$148.58万
VYMI 新建仓+$131.56万
DFSD 加仓+$130.61万
DFAI 加仓+$39.72万
VCIT 加仓+$29.25万
2026Q1 卖出最多 按季末市值估算
JPM 清仓-$29.68万
DFAU 减仓-$26.46万
BRK/B 减仓-$25.97万
DFIP 清仓-$21.87万
GS 清仓-$21.71万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -921 | -100.0% | -$29.68万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,264 | -100.0% | -$21.87万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -247 | -100.0% | -$21.71万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,134 | -100.0% | -$20.49万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.16万 | 清仓 |
| CACI | CACI INTL INC | $21.21万 | 0.14% | 390 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $21.45万 | 0.15% | 7,782 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $22.37万 | 0.15% | 2,580 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.58万 | 0.16% | 6,068 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $24.44万 | 0.17% | 1,478 | 3 | 0.2% | $496 | 加仓 |
| GOOG | ALPHABET INC | $26.53万 | 0.18% | 925 | 18 | 2.0% | $5,163 | 加仓 |
| SLV | ISHARES SILVER TR | $27.67万 | 0.19% | 4,061 | 18 | 0.4% | $1,227 | 加仓 |
| SSO | PROSHARES TR | $28.20万 | 0.19% | 5,436 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $28.65万 | 0.20% | 10,334 | 2,782 | 36.8% | $7.71万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.68万 | 0.20% | 3,479 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.96万 | 0.20% | 3,856 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $29.35万 | 0.20% | 1,409 | 123 | 9.6% | $2.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.90万 | 0.20% | 932 | 118 | 14.5% | $3.79万 | 加仓 |
| COWZ | PACER FDS TR | $30.87万 | 0.21% | 4,934 | 167 | 3.5% | $1.04万 | 加仓 |
| COP | CONOCOPHILLIPS | $32.26万 | 0.22% | 2,444 | 103 | 4.4% | $1.36万 | 加仓 |
| MGMT | UNIFIED SER TR | $32.99万 | 0.23% | 7,313 | 30 | 0.4% | $1,354 | 加仓 |
| BIL | SPDR SERIES TRUST | $33.50万 | 0.23% | 3,656 | -522 | -12.5% | -$4.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.59万 | 0.24% | 1,608 | 15 | 0.9% | $3,227 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $35.23万 | 0.24% | 2,691 | 10 | 0.4% | $1,309 | 加仓 |
| DLN | WISDOMTREE TR | $36.85万 | 0.25% | 4,125 | -66 | -1.6% | -$5,896 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.57万 | 0.26% | 1,864 | 44 | 2.4% | $9,104 | 加仓 |
| MGK | VANGUARD WORLD FD | $41.34万 | 0.28% | 1,125 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $44.88万 | 0.31% | 2,645 | 898 | 51.4% | $15.24万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $48.65万 | 0.33% | 9,752 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $48.92万 | 0.33% | 8,019 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $49.47万 | 0.34% | 13,520 | -2,767 | -17.0% | -$10.12万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $50.82万 | 0.35% | 16,900 | 1,553 | 10.1% | $4.67万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $54.52万 | 0.37% | 11,374 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $54.67万 | 0.37% | 6,973 | -2 | -0.0% | -$157 | 减仓 |
| SPTM | SPDR SERIES TRUST | $54.92万 | 0.38% | 6,946 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $59.07万 | 0.40% | 989 | 52 | 5.5% | $3.11万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $59.50万 | 0.41% | 16,789 | -100 | -0.6% | -$3,544 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $59.50万 | 0.41% | 25,159 | 1,421 | 6.0% | $3.36万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $63.05万 | 0.43% | 5,066 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $66.48万 | 0.45% | 1,018 | -154 | -13.1% | -$10.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.56万 | 0.45% | 1,798 | 694 | 62.9% | $25.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $72.92万 | 0.50% | 2,539 | 242 | 10.5% | $6.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $76.22万 | 0.52% | 3,885 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $79.00万 | 0.54% | 27,121 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $87.33万 | 0.60% | 5,007 | 444 | 9.7% | $7.74万 | 加仓 |
| IWF | ISHARES TR | $97.05万 | 0.66% | 2,276 | 126 | 5.9% | $5.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $97.20万 | 0.66% | 26,441 | -710 | -2.6% | -$2.61万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $107.14万 | 0.73% | 31,641 | 2,650 | 9.1% | $8.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $108.05万 | 0.74% | 15,190 | -285 | -1.8% | -$2.03万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $113.17万 | 0.77% | 22,317 | 3,136 | 16.3% | $15.90万 | 加仓 |
| AAPL | APPLE INC | $116.22万 | 0.79% | 4,579 | -48 | -1.0% | -$1.22万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $117.30万 | 0.80% | 16,542 | 4,023 | 32.1% | $28.53万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $131.56万 | 0.90% | 13,960 | 13,960 | — | $131.56万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $150.56万 | 1.03% | 22,432 | 994 | 4.6% | $6.67万 | 加仓 |
| IJH | ISHARES TR | $204.78万 | 1.40% | 30,324 | -1,343 | -4.2% | -$9.07万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $219.14万 | 1.50% | 43,871 | -3,692 | -7.8% | -$18.44万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $224.75万 | 1.54% | 89,541 | 3,964 | 4.6% | $9.95万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $252.91万 | 1.73% | 22,123 | -88 | -0.4% | -$1.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $254.04万 | 1.74% | 82,803 | -2,479 | -2.9% | -$7.61万 | 减仓 |
| GLD | SPDR GOLD TR | $284.94万 | 1.95% | 6,622 | 26 | 0.4% | $1.12万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $290.33万 | 1.98% | 64,347 | -5,864 | -8.4% | -$26.46万 | 减仓 |
| SHY | ISHARES TR | $297.49万 | 2.03% | 36,029 | 1,090 | 3.1% | $9.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $512.71万 | 3.50% | 107,082 | 27,279 | 34.2% | $130.61万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $583.78万 | 3.99% | 191,402 | -282 | -0.1% | -$8,601 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $659.17万 | 4.50% | 50,287 | -890 | -1.7% | -$11.67万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $855.89万 | 5.85% | 219,683 | 10,194 | 4.9% | $39.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $856.86万 | 5.85% | 108,093 | -626 | -0.6% | -$4.96万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $994.73万 | 6.79% | 199,806 | -3,910 | -1.9% | -$19.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,036.84万 | 7.08% | 21,637 | -542 | -2.4% | -$25.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,088.91万 | 7.44% | 16,744 | -309 | -1.8% | -$20.10万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,130.02万 | 7.72% | 267,651 | 35,191 | 15.1% | $148.58万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,102.15万 | 14.36% | 254,036 | 3,535 | 1.4% | $29.25万 | 加仓 |