Infinity Wealth Counsel, LLC
Loveland OH · SEC CIK 0002066524
$1.09亿2026Q1 申报市值
63持仓数
40.3%前十大占比 · 第一大 6.0%
1 / 0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
DWX 新建仓+$20.52万
DFAI 加仓+$10.38万
BSCZ 加仓+$6.05万
VV 加仓+$5.83万
BSCW 加仓+$5.71万
2026Q1 卖出最多 按季末市值估算
BSCQ 减仓-$6.50万
BSV 减仓-$4.24万
NEAR 减仓-$3.71万
BSCR 减仓-$3.62万
BSCS 减仓-$2.91万
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 |
|---|---|---|---|---|---|---|---|---|
| CLF | CLEVELAND-CLIFFS INC NEW | $15.42万 | 0.14% | 18,253 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $17.15万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $20.52万 | 0.19% | 4,500 | 4,500 | — | $20.52万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.70万 | 0.19% | 994 | -21 | -2.1% | -$4,374 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.73万 | 0.21% | 3,548 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.39万 | 0.21% | 488 | -15 | -3.0% | -$7,188 | 减仓 |
| ISTB | ISHARES TR | $24.04万 | 0.22% | 4,960 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.58万 | 0.23% | 1,877 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $26.93万 | 0.25% | 2,750 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $27.91万 | 0.26% | 400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $29.11万 | 0.27% | 4,093 | 490 | 13.6% | $3.49万 | 加仓 |
| IJR | ISHARES TR | $29.61万 | 0.27% | 2,382 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $30.62万 | 0.28% | 11,460 | -190 | -1.6% | -$5,077 | 减仓 |
| NVDA | NVIDIA CORPORATION | $32.93万 | 0.30% | 1,888 | 30 | 1.6% | $5,232 | 加仓 |
| MSFT | MICROSOFT CORP | $34.20万 | 0.31% | 924 | -4 | -0.4% | -$1,481 | 减仓 |
| AVGO | BROADCOM INC | $38.44万 | 0.35% | 1,242 | -37 | -2.9% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC | $39.14万 | 0.36% | 1,361 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.54万 | 0.36% | 11,285 | 800 | 7.6% | $2.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.40万 | 0.44% | 2,470 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $50.21万 | 0.46% | 5,310 | 25 | 0.5% | $2,364 | 加仓 |
| DES | WISDOMTREE TR | $51.72万 | 0.48% | 14,390 | 1,100 | 8.3% | $3.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $61.21万 | 0.56% | 18,076 | 1,050 | 6.2% | $3.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.66% | 1 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $72.82万 | 0.67% | 14,627 | -129 | -0.9% | -$6,422 | 减仓 |
| AAPL | APPLE INC | $73.12万 | 0.67% | 2,881 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $85.80万 | 0.79% | 9,104 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $97.95万 | 0.90% | 27,429 | 525 | 2.0% | $1.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.43万 | 0.94% | 1,575 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $102.63万 | 0.94% | 27,375 | 300 | 1.1% | $1.12万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $113.47万 | 1.04% | 22,322 | -730 | -3.2% | -$3.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $113.73万 | 1.04% | 5,497 | -30 | -0.5% | -$6,207 | 减仓 |
| PG | PROCTER & GAMBLE CO | $120.28万 | 1.10% | 8,327 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $130.83万 | 1.20% | 55,318 | 1,320 | 2.4% | $3.12万 | 加仓 |
| DVY | ISHARES TR | $131.42万 | 1.21% | 8,680 | -25 | -0.3% | -$3,785 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $149.37万 | 1.37% | 38,340 | 2,665 | 7.5% | $10.38万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $158.76万 | 1.46% | 77,370 | 2,950 | 4.0% | $6.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $163.31万 | 1.50% | 7,517 | 15 | 0.2% | $3,259 | 加仓 |
| IVE | ISHARES TR | $171.22万 | 1.57% | 8,109 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $179.26万 | 1.65% | 33,165 | -105 | -0.3% | -$5,675 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $189.64万 | 1.74% | 91,620 | 1,910 | 2.1% | $3.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $203.17万 | 1.87% | 3,400 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $236.19万 | 2.17% | 9,017 | 43 | 0.5% | $1.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $241.26万 | 2.22% | 4,180 | 15 | 0.4% | $8,658 | 加仓 |
| PFF | ISHARES TR | $241.31万 | 2.22% | 79,589 | 1,290 | 1.6% | $3.91万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $263.11万 | 2.42% | 124,400 | 1,450 | 1.2% | $3.07万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $268.21万 | 2.46% | 30,238 | 14 | 0.0% | $1,242 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $272.16万 | 2.50% | 30,766 | 138 | 0.5% | $1.22万 | 加仓 |
| IEFA | ISHARES TR | $276.52万 | 2.54% | 30,545 | -20 | -0.1% | -$1,811 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $294.29万 | 2.70% | 142,943 | 2,773 | 2.0% | $5.71万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $306.24万 | 2.81% | 10,132 | 140 | 1.4% | $4.23万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $309.63万 | 2.84% | 188,108 | 1,793 | 1.0% | $2.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $322.56万 | 2.96% | 16,441 | 270 | 1.7% | $5.30万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $326.47万 | 3.00% | 195,269 | 2,472 | 1.3% | $4.13万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $345.16万 | 3.17% | 184,970 | 1,531 | 0.8% | $2.86万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $349.60万 | 3.21% | 179,008 | -3,326 | -1.8% | -$6.50万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $360.01万 | 3.31% | 183,443 | -1,847 | -1.0% | -$3.62万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $363.55万 | 3.34% | 178,008 | -1,426 | -0.8% | -$2.91万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $415.05万 | 3.81% | 52,933 | -541 | -1.0% | -$4.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $427.93万 | 3.93% | 28,895 | 90 | 0.3% | $1.33万 | 加仓 |
| VV | VANGUARD INDEX FDS | $471.20万 | 4.33% | 15,767 | 195 | 1.3% | $5.83万 | 加仓 |
| IVV | ISHARES TR | $484.21万 | 4.45% | 7,413 | 38 | 0.5% | $2.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $523.44万 | 4.81% | 24,339 | -55 | -0.2% | -$1.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $650.11万 | 5.97% | 14,884 | 44 | 0.3% | $1.92万 | 加仓 |