DeLarme Wealth Management, Inc.
PALOS VERDES ESTATES CA · SEC CIK 0002070361
$1.72亿2026Q2 申报市值
68持仓数
59.9%前十大占比 · 第一大 13.2%
5 / 1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
DFCF 加仓+$128.15万
VTEC 加仓+$67.12万
AMD 新建仓+$46.18万
VTV 加仓+$44.28万
DFAI 加仓+$38.90万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$26.02万
NOC 清仓-$20.47万
DFIV 减仓-$18.16万
VBK 减仓-$11.78万
DIVO 减仓-$9.71万
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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$20.47万 | 清仓 |
| MCD | MCDONALDS CORP | $20.71万 | 0.12% | 766 | -28 | -3.5% | -$7,569 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $21.11万 | 0.12% | 2,576 | 2,576 | — | $21.11万 | 新建仓 |
| MUNI | PIMCO ETF TR | $21.43万 | 0.12% | 4,074 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $21.49万 | 0.12% | 179 | 179 | — | $21.49万 | 新建仓 |
| RTX | RTX CORPORATION | $21.62万 | 0.13% | 1,140 | 6 | 0.5% | $1,138 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.80万 | 0.13% | 233 | 13 | 5.9% | $1.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.09万 | 0.13% | 1,398 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $22.24万 | 0.13% | 3,251 | 3,251 | — | $22.24万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.74万 | 0.13% | 2,715 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $23.00万 | 0.13% | 679 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $23.67万 | 0.14% | 4,701 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.75万 | 0.14% | 935 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $24.22万 | 0.14% | 5,500 | 97 | 1.8% | $4,271 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.71万 | 0.16% | 240 | 240 | — | $27.71万 | 新建仓 |
| META | META PLATFORMS INC | $27.77万 | 0.16% | 493 | 65 | 15.2% | $3.66万 | 加仓 |
| VCYT | VERACYTE INC | $29.36万 | 0.17% | 5,000 | -1,000 | -16.7% | -$5.87万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $30.90万 | 0.18% | 4,209 | 563 | 15.4% | $4.13万 | 加仓 |
| IJR | ISHARES TR | $33.47万 | 0.19% | 2,257 | -187 | -7.7% | -$2.77万 | 减仓 |
| HDEF | DBX ETF TR | $36.90万 | 0.21% | 11,481 | -40 | -0.3% | -$1,286 | 减仓 |
| — | EXXON MOBIL CORP | $39.51万 | 0.23% | 2,890 | 44 | 1.5% | $6,016 | 加仓 |
| CMF | ISHARES TR | $40.00万 | 0.23% | 6,940 | 465 | 7.2% | $2.68万 | 加仓 |
| EFA | ISHARES TR | $42.09万 | 0.24% | 4,052 | 16 | 0.4% | $1,662 | 加仓 |
| IWM | ISHARES TR | $42.12万 | 0.24% | 1,402 | 1 | 0.1% | $300 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $45.24万 | 0.26% | 1,382 | -47 | -3.3% | -$1.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.18万 | 0.27% | 795 | 795 | — | $46.18万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.64万 | 0.28% | 952 | 50 | 5.5% | $2.50万 | 加仓 |
| AMZN | AMAZON COM INC | $53.05万 | 0.31% | 2,226 | 140 | 6.7% | $3.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.73万 | 0.33% | 2,885 | -175 | -5.7% | -$3.50万 | 减仓 |
| AVGO | BROADCOM INC | $58.02万 | 0.34% | 1,536 | -53 | -3.3% | -$2.00万 | 减仓 |
| STIP | ISHARES TR | $59.03万 | 0.34% | 5,778 | 513 | 9.7% | $5.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $59.87万 | 0.35% | 2,464 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.73万 | 0.38% | 880 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $69.15万 | 0.40% | 1,935 | -48 | -2.4% | -$1.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $70.75万 | 0.41% | 18,240 | -2,145 | -10.5% | -$8.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $73.36万 | 0.43% | 1,967 | 5 | 0.3% | $1,865 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.97万 | 0.49% | 2,296 | 1 | 0.0% | $370 | 加仓 |
| FLXR | TCW ETF TRUST | $94.44万 | 0.55% | 24,085 | 805 | 3.5% | $3.16万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $110.28万 | 0.64% | 22,144 | 3,259 | 17.3% | $16.23万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $120.04万 | 0.70% | 26,267 | -2,124 | -7.5% | -$9.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $121.69万 | 0.71% | 3,973 | 318 | 8.7% | $9.74万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $132.06万 | 0.77% | 6,683 | 69 | 1.0% | $1.36万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $140.51万 | 0.81% | 15,047 | 830 | 5.8% | $7.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $144.18万 | 0.84% | 24,154 | -216 | -0.9% | -$1.29万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $150.40万 | 0.87% | 32,040 | 1,090 | 3.5% | $5.12万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $173.35万 | 1.01% | 47,056 | -373 | -0.8% | -$1.37万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $203.24万 | 1.18% | 26,315 | 75 | 0.3% | $5,792 | 加仓 |
| VUG | VANGUARD INDEX FDS | $214.20万 | 1.24% | 24,866 | -196 | -0.8% | -$1.69万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $215.82万 | 1.25% | 96,134 | 7,058 | 7.9% | $15.85万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $224.27万 | 1.30% | 44,339 | 6,832 | 18.2% | $34.56万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $298.25万 | 1.73% | 44,355 | 648 | 1.5% | $4.36万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $327.52万 | 1.90% | 32,557 | 6,672 | 25.8% | $67.12万 | 加仓 |
| USHY | ISHARES TR | $336.11万 | 1.95% | 90,790 | -360 | -0.4% | -$1.33万 | 减仓 |
| AAPL | APPLE INC | $342.30万 | 1.98% | 11,830 | 143 | 1.2% | $4.14万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $385.24万 | 2.23% | 37,384 | 1,419 | 3.9% | $14.62万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $401.61万 | 2.33% | 10,982 | -322 | -2.8% | -$11.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $426.22万 | 2.47% | 51,763 | -294 | -0.6% | -$2.42万 | 减仓 |
| IWF | ISHARES TR | $432.03万 | 2.51% | 34,794 | 178 | 0.5% | $2.21万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $487.18万 | 2.82% | 96,404 | 7,239 | 8.1% | $36.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $584.03万 | 3.39% | 108,113 | -3,361 | -3.0% | -$18.16万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $644.18万 | 3.74% | 127,864 | 3,059 | 2.5% | $15.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $692.69万 | 4.02% | 55,522 | -2,086 | -3.6% | -$26.02万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $694.42万 | 4.03% | 139,499 | 5,888 | 4.4% | $29.31万 | 加仓 |
| SGOV | ISHARES TR | $696.15万 | 4.04% | 69,151 | 3,711 | 5.7% | $37.36万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $866.49万 | 5.02% | 215,492 | -2,162 | -1.0% | -$8.69万 | 减仓 |
| IVV | ISHARES TR | $961.62万 | 5.58% | 12,841 | 140 | 1.1% | $10.48万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,224.89万 | 7.10% | 290,189 | 30,361 | 11.7% | $128.15万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,692.17万 | 9.81% | 410,223 | 9,431 | 2.4% | $38.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,277.94万 | 13.21% | 104,526 | 2,032 | 2.0% | $44.28万 | 加仓 |