Infinity Wealth Counsel, LLC
Loveland OH · SEC CIK 0002066524
$1.24亿2026Q2 申报市值
65持仓数
39.6%前十大占比 · 第一大 6.3%
4 / 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
PG 加仓+$91.52万
BSCX 加仓+$36.04万
BSV 加仓+$33.54万
BSCZ 加仓+$33.24万
BSCY 加仓+$33.02万
2026Q2 卖出最多 按季末市值估算
DUK 清仓-$24.58万
ISTB 清仓-$24.04万
AVGO 减仓-$7.03万
NEAR 减仓-$6.36万
VUSB 减仓-$5.58万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $774.72万 | 6.26% | 89,937 | 633 | 0.7% | $5.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $589.62万 | 4.76% | 24,918 | 579 | 2.4% | $13.70万 | 加仓 |
| IVV | ISHARES TR | $560.60万 | 4.53% | 7,486 | 73 | 1.0% | $5.47万 | 加仓 |
| VV | VANGUARD INDEX FDS | $556.69万 | 4.50% | 16,187 | 420 | 2.7% | $14.44万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $469.74万 | 3.80% | 29,725 | 830 | 2.9% | $13.12万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $445.94万 | 3.60% | 57,238 | 4,305 | 8.1% | $33.54万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $383.95万 | 3.10% | 10,499 | 367 | 3.6% | $13.42万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $380.14万 | 3.07% | 186,663 | 8,655 | 4.9% | $17.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $370.60万 | 2.99% | 17,006 | 565 | 3.4% | $12.31万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $369.23万 | 2.98% | 188,238 | 4,795 | 2.6% | $9.41万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $368.81万 | 2.98% | 198,550 | 13,580 | 7.3% | $25.22万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $353.67万 | 2.86% | 181,138 | 2,130 | 1.2% | $4.16万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $349.61万 | 2.82% | 210,039 | 14,770 | 7.6% | $24.58万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $331.85万 | 2.68% | 202,533 | 14,425 | 7.7% | $23.64万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $323.10万 | 2.61% | 157,533 | 14,590 | 10.2% | $29.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $318.49万 | 2.57% | 4,325 | 145 | 3.5% | $10.68万 | 加仓 |
| IEFA | ISHARES TR | $312.75万 | 2.53% | 32,382 | 1,837 | 6.0% | $17.74万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $307.29万 | 2.48% | 32,907 | 2,141 | 7.0% | $19.99万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $301.93万 | 2.44% | 31,310 | 1,072 | 3.5% | $10.34万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $297.96万 | 2.41% | 141,517 | 17,117 | 13.8% | $36.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $276.10万 | 2.23% | 9,108 | 91 | 1.0% | $2.76万 | 加仓 |
| PFF | ISHARES TR | $273.74万 | 2.21% | 89,779 | 10,190 | 12.8% | $31.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $233.52万 | 1.89% | 3,400 | 0 | 0.0% | — | 不变 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $222.36万 | 1.80% | 107,600 | 15,980 | 17.4% | $33.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $213.63万 | 1.73% | 14,568 | 6,241 | 74.9% | $91.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $199.93万 | 1.62% | 33,495 | 330 | 1.0% | $1.97万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $191.62万 | 1.55% | 93,610 | 16,240 | 21.0% | $33.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $187.04万 | 1.51% | 7,697 | 180 | 2.4% | $4.37万 | 加仓 |
| IVE | ISHARES TR | $184.12万 | 1.49% | 8,109 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $177.11万 | 1.43% | 42,935 | 4,595 | 12.0% | $18.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $152.12万 | 1.23% | 58,148 | 2,830 | 5.1% | $7.40万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $138.37万 | 1.12% | 34,994 | 7,565 | 27.6% | $29.91万 | 加仓 |
| DVY | ISHARES TR | $135.67万 | 1.10% | 8,680 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $135.30万 | 1.09% | 30,925 | 3,550 | 13.0% | $15.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.26万 | 0.92% | 1,530 | -45 | -2.9% | -$3.36万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $106.72万 | 0.86% | 21,066 | -1,256 | -5.6% | -$6.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $91.12万 | 0.74% | 5,497 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $87.68万 | 0.71% | 8,929 | -175 | -1.9% | -$1.72万 | 减仓 |
| AAPL | APPLE INC | $83.34万 | 0.67% | 2,880 | -1 | -0.0% | -$289 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.61% | 1 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $73.87万 | 0.60% | 18,371 | 295 | 1.6% | $1.19万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $67.24万 | 0.54% | 13,507 | -1,120 | -7.7% | -$5.58万 | 减仓 |
| DES | WISDOMTREE TR | $64.03万 | 0.52% | 15,740 | 1,350 | 9.4% | $5.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.55万 | 0.42% | 2,470 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $52.25万 | 0.42% | 5,110 | -200 | -3.8% | -$2.05万 | 减仓 |
| GOOGL | ALPHABET INC | $48.21万 | 0.39% | 1,349 | -12 | -0.9% | -$4,288 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.94万 | 0.39% | 12,360 | 1,075 | 9.5% | $4.17万 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.83万 | 0.35% | 3,667 | 467 | 14.6% | $5.58万 | 加仓 |
| AVGO | BROADCOM INC | $39.89万 | 0.32% | 1,056 | -186 | -15.0% | -$7.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.74万 | 0.30% | 1,886 | -2 | -0.1% | -$400 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.11万 | 0.30% | 4,507 | 414 | 10.1% | $3.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $35.55万 | 0.29% | 953 | 29 | 3.1% | $1.08万 | 加仓 |
| IJR | ISHARES TR | $35.33万 | 0.29% | 2,382 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $32.72万 | 0.26% | 2,750 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.17万 | 0.26% | 4,515 | 967 | 27.3% | $6.89万 | 加仓 |
| FALN | ISHARES TR | $31.22万 | 0.25% | 11,460 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $28.78万 | 0.23% | 398 | 398 | — | $28.78万 | 新建仓 |
| AMZN | AMAZON COM INC | $26.05万 | 0.21% | 1,093 | 99 | 10.0% | $2.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.42万 | 0.20% | 488 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $22.93万 | 0.19% | 760 | 760 | — | $22.93万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $20.68万 | 0.17% | 4,500 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $20.41万 | 0.16% | 1,200 | 1,200 | — | $20.41万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $20.17万 | 0.16% | 2,630 | 2,630 | — | $20.17万 | 新建仓 |
| QYLD | GLOBAL X FDS | $18.43万 | 0.15% | 10,000 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17.14万 | 0.14% | 18,253 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,877 | -100.0% | -$24.58万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -4,960 | -100.0% | -$24.04万 | 清仓 |