New Dimensions Wealth Management, LLC
ALLEN TX · SEC CIK 0002068447
$1.32亿2026Q2 申报市值
21持仓数
93.8%前十大占比 · 第一大 25.1%
1 / 0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
DFIC 加仓+$107.49万
DFIP 加仓+$88.56万
DFNM 加仓+$82.33万
DIMENSIONAL ETF 加仓+$74.62万
DFUV 加仓+$48.33万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$31.27万
DIMENSIONAL ETF 减仓-$10.67万
DFIV 减仓-$2.46万
DFIS 减仓-$1.24万
AVDE 减仓-$7,314
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,319.65万 | 25.07% | 748,344 | 16,821 | 2.3% | $74.62万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,330.00万 | 17.60% | 625,336 | 28,848 | 4.8% | $107.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,575.02万 | 11.90% | 286,315 | 8,785 | 3.2% | $48.33万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,390.99万 | 10.51% | 342,272 | -7,694 | -2.2% | -$31.27万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,059.19万 | 8.00% | 256,742 | 21,466 | 9.1% | $88.56万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,014.32万 | 7.66% | 199,748 | 1,993 | 1.0% | $10.12万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $662.10万 | 5.00% | 138,659 | 9,850 | 7.6% | $47.03万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $590.79万 | 4.46% | 203,933 | 6,095 | 3.1% | $17.66万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $265.46万 | 2.01% | 52,849 | 6,637 | 14.4% | $33.34万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $212.02万 | 1.60% | 57,551 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $206.70万 | 1.56% | 42,764 | 17,033 | 66.2% | $82.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $202.18万 | 1.53% | 28,924 | -1,527 | -5.0% | -$10.67万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $121.20万 | 0.92% | 22,436 | -455 | -2.0% | -$2.46万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $56.21万 | 0.42% | 6,860 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $48.75万 | 0.37% | 5,465 | -82 | -1.5% | -$7,314 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $45.26万 | 0.34% | 12,919 | -353 | -2.7% | -$1.24万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $41.40万 | 0.31% | 8,009 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $27.56万 | 0.21% | 6,868 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $25.12万 | 0.19% | 868 | 44 | 5.3% | $1.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.07万 | 0.18% | 481 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.93万 | 0.16% | 554 | 554 | — | $20.93万 | 新建仓 |