SpringVest Wealth Management LLC
DALLAS TX · SEC CIK 0002058986
$1.59亿2026Q2 申报市值
74持仓数
63.9%前十大占比 · 第一大 13.1%
7 / 2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
DUSB 加仓+$135.35万
DFSD 加仓+$89.63万
FELV 新建仓+$45.98万
FTEC 新建仓+$45.69万
SPY 加仓+$39.95万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$108.06万
SHY 减仓-$24.30万
DFCF 减仓-$23.86万
TLT 清仓-$22.37万
VCIT 减仓-$21.87万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,580 | -100.0% | -$22.37万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -390 | -100.0% | -$21.21万 | 清仓 |
| VV | VANGUARD INDEX FDS | $21.18万 | 0.13% | 616 | 616 | — | $21.18万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.53万 | 0.14% | 1,504 | -98 | -6.1% | -$1.40万 | 重新持有 |
| SLV | ISHARES SILVER TR | $21.71万 | 0.14% | 4,061 | 0 | 0.0% | — | 不变 |
| — | VANGUARD FIXED INCOME SECS F | $21.88万 | 0.14% | 2,924 | 2,924 | — | $21.88万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.44万 | 0.14% | 4,400 | 4,400 | — | $22.44万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.33万 | 0.15% | 1,028 | -580 | -36.1% | -$13.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.39万 | 0.16% | 2,443 | -1 | -0.0% | -$104 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.72万 | 0.17% | 1,477 | -1 | -0.1% | -$181 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.87万 | 0.18% | 6,282 | 214 | 3.5% | $9,493 | 加仓 |
| KLAC | KLA CORP | $29.57万 | 0.19% | 980 | 980 | — | $29.57万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $29.79万 | 0.19% | 5,100 | 5,100 | — | $29.79万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $30.52万 | 0.19% | 1,841 | -23 | -1.2% | -$3,813 | 减仓 |
| COWZ | PACER FDS TR | $30.69万 | 0.19% | 4,934 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.80万 | 0.19% | 3,479 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.76万 | 0.20% | 3,792 | -64 | -1.7% | -$5,360 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $31.93万 | 0.20% | 11,333 | 3,551 | 45.6% | $10.00万 | 加仓 |
| GOOG | ALPHABET INC | $32.65万 | 0.21% | 924 | -1 | -0.1% | -$353 | 减仓 |
| AMZN | AMAZON COM INC | $33.25万 | 0.21% | 1,395 | -14 | -1.0% | -$3,337 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $34.16万 | 0.21% | 2,699 | 8 | 0.3% | $1,013 | 加仓 |
| — | EXXON MOBIL CORP | $36.23万 | 0.23% | 2,650 | 5 | 0.2% | $684 | 加仓 |
| SSO | PROSHARES TR | $36.63万 | 0.23% | 5,436 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $39.50万 | 0.25% | 4,310 | 654 | 17.9% | $5.99万 | 加仓 |
| DLN | WISDOMTREE TR | $39.73万 | 0.25% | 4,125 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $43.74万 | 0.28% | 1,182 | 250 | 26.8% | $9.25万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $45.69万 | 0.29% | 1,600 | 1,600 | — | $45.69万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $45.98万 | 0.29% | 11,468 | 11,468 | — | $45.98万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $46.11万 | 0.29% | 15,364 | -1,536 | -9.1% | -$4.61万 | 减仓 |
| MGMT | UNIFIED SER TR | $46.34万 | 0.29% | 9,093 | 1,780 | 24.3% | $9.07万 | 加仓 |
| MGK | VANGUARD WORLD FD | $49.45万 | 0.31% | 5,625 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $50.73万 | 0.32% | 16,814 | 25 | 0.1% | $754 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $53.54万 | 0.34% | 10,585 | 833 | 8.5% | $4.21万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $54.43万 | 0.34% | 13,384 | -136 | -1.0% | -$5,531 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $54.82万 | 0.34% | 7,036 | 63 | 0.9% | $4,909 | 加仓 |
| WINN | HARBOR ETF TRUST | $60.46万 | 0.38% | 18,619 | 8,285 | 80.2% | $26.90万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $62.95万 | 0.40% | 6,934 | -12 | -0.2% | -$1,089 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $65.05万 | 0.41% | 13,458 | 2,084 | 18.3% | $10.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.40万 | 0.42% | 25,382 | 223 | 0.9% | $5,834 | 加仓 |
| MSFT | MICROSOFT CORP | $66.83万 | 0.42% | 1,792 | -6 | -0.3% | -$2,238 | 减仓 |
| ALAB | ASTERA LABS INC | $69.66万 | 0.44% | 1,442 | 65 | 4.7% | $3.14万 | 重新持有 |
| QLD | PROSHARES TR | $77.59万 | 0.49% | 8,019 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $77.72万 | 0.49% | 5,066 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $78.22万 | 0.49% | 1,139 | 150 | 15.2% | $10.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $84.99万 | 0.53% | 3,900 | 15 | 0.4% | $3,269 | 加仓 |
| VO | VANGUARD INDEX FDS | $85.76万 | 0.54% | 10,644 | 488 | 4.8% | $3.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $91.78万 | 0.58% | 27,121 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $98.34万 | 0.62% | 4,915 | -92 | -1.8% | -$1.84万 | 减仓 |
| IVV | ISHARES TR | $99.51万 | 0.63% | 1,329 | 311 | 30.6% | $23.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $111.48万 | 0.70% | 26,714 | 273 | 1.0% | $1.14万 | 加仓 |
| IWF | ISHARES TR | $112.60万 | 0.71% | 9,068 | -36 | -0.4% | -$4,470 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $123.79万 | 0.78% | 15,034 | -156 | -1.0% | -$1.28万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $127.43万 | 0.80% | 31,691 | 50 | 0.2% | $2,011 | 加仓 |
| AAPL | APPLE INC | $132.95万 | 0.84% | 4,595 | 16 | 0.3% | $4,629 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $137.17万 | 0.86% | 13,969 | 9 | 0.1% | $884 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $164.47万 | 1.03% | 20,072 | 3,530 | 21.3% | $28.93万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $176.54万 | 1.11% | 23,551 | 1,119 | 5.0% | $8.39万 | 加仓 |
| IJH | ISHARES TR | $219.53万 | 1.38% | 28,470 | -1,854 | -6.1% | -$14.30万 | 减仓 |
| GLD | SPDR GOLD TR | $244.82万 | 1.54% | 6,646 | 24 | 0.4% | $8,841 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $248.68万 | 1.56% | 48,972 | 26,655 | 119.4% | $135.35万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $251.85万 | 1.58% | 50,139 | 6,268 | 14.3% | $31.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $259.29万 | 1.63% | 89,535 | -6 | -0.0% | -$174 | 减仓 |
| SHY | ISHARES TR | $271.53万 | 1.71% | 33,069 | -2,960 | -8.2% | -$24.30万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $272.82万 | 1.72% | 20,922 | -1,201 | -5.4% | -$15.66万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $275.23万 | 1.73% | 86,795 | 3,992 | 4.8% | $12.66万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $345.66万 | 2.17% | 66,872 | 2,525 | 3.9% | $13.05万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $600.95万 | 3.78% | 125,853 | 18,771 | 17.5% | $89.63万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $669.49万 | 4.21% | 192,326 | 924 | 0.5% | $3.22万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $679.77万 | 4.28% | 49,687 | -600 | -1.2% | -$8.21万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $852.42万 | 5.36% | 107,860 | -233 | -0.2% | -$1.84万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $886.58万 | 5.58% | 178,099 | -21,707 | -10.9% | -$108.06万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $922.54万 | 5.80% | 223,646 | 3,963 | 1.8% | $16.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,080.93万 | 6.80% | 21,602 | -35 | -0.2% | -$1.75万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,105.90万 | 6.96% | 261,998 | -5,653 | -2.1% | -$23.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,290.35万 | 8.12% | 17,279 | 535 | 3.2% | $39.95万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,077.74万 | 13.07% | 251,390 | -2,646 | -1.0% | -$21.87万 | 减仓 |