DeLarme Wealth Management, Inc.
PALOS VERDES ESTATES CA · SEC CIK 0002070361
$1.55亿2026Q1 申报市值
63持仓数
60.6%前十大占比 · 第一大 13.0%
5 / 3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
SGOV 加仓+$338.69万
DFCF 加仓+$232.13万
AAPL 加仓+$162.00万
VTEC 加仓+$106.05万
CALI 加仓+$96.88万
2026Q1 卖出最多 按季末市值估算
AVUV 减仓-$52.76万
VV 清仓-$26.13万
SDY 清仓-$21.13万
VBK 减仓-$13.09万
DSU 清仓-$11.57万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,010.93万 | 12.95% | 102,494 | 1,525 | 1.5% | $29.92万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,561.48万 | 10.06% | 400,792 | 11,946 | 3.1% | $46.54万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,096.99万 | 7.07% | 259,828 | 54,980 | 26.8% | $232.13万 | 加仓 |
| IVV | ISHARES TR | $829.66万 | 5.34% | 12,701 | 484 | 4.0% | $31.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $736.98万 | 4.75% | 217,654 | 12,186 | 5.9% | $41.26万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $665.18万 | 4.28% | 133,611 | 3,832 | 3.0% | $19.08万 | 加仓 |
| SGOV | ISHARES TR | $658.72万 | 4.24% | 65,440 | 33,647 | 105.8% | $338.69万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $636.39万 | 4.10% | 57,608 | -4,776 | -7.7% | -$52.76万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $628.27万 | 4.05% | 124,805 | 6,509 | 5.5% | $32.77万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $588.36万 | 3.79% | 111,474 | -1,243 | -1.1% | -$6.56万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $449.66万 | 2.90% | 89,165 | 19,211 | 27.5% | $96.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $370.28万 | 2.38% | 52,057 | -1,621 | -3.0% | -$11.53万 | 减仓 |
| IWF | ISHARES TR | $369.02万 | 2.38% | 8,654 | 76 | 0.9% | $3.24万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $359.15万 | 2.31% | 35,965 | 4,449 | 14.1% | $44.43万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $341.66万 | 2.20% | 11,304 | -433 | -3.7% | -$13.09万 | 减仓 |
| USHY | ISHARES TR | $335.80万 | 2.16% | 91,150 | -1,356 | -1.5% | -$5.00万 | 减仓 |
| AAPL | APPLE INC | $296.61万 | 1.91% | 11,687 | 6,383 | 120.3% | $162.00万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $287.11万 | 1.85% | 43,707 | 6,633 | 17.9% | $43.57万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $256.47万 | 1.65% | 25,885 | 10,703 | 70.5% | $106.05万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $203.05万 | 1.31% | 26,240 | 4,887 | 22.9% | $37.82万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $196.15万 | 1.26% | 89,076 | 17,260 | 24.0% | $38.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $187.12万 | 1.21% | 37,507 | 4,792 | 14.6% | $23.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $182.45万 | 1.18% | 4,177 | 644 | 18.2% | $28.13万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $161.11万 | 1.04% | 47,429 | -2,749 | -5.5% | -$9.34万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $145.71万 | 0.94% | 30,950 | 1,449 | 4.9% | $6.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $131.72万 | 0.85% | 24,370 | 456 | 1.9% | $2.46万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $127.33万 | 0.82% | 28,391 | -2,321 | -7.6% | -$10.41万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $125.76万 | 0.81% | 14,217 | 463 | 3.4% | $4.10万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $121.88万 | 0.79% | 6,614 | 141 | 2.2% | $2.60万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $94.06万 | 0.61% | 3,655 | -54 | -1.5% | -$1.39万 | 减仓 |
| FLXR | TCW ETF TRUST | $91.42万 | 0.59% | 23,280 | 869 | 3.9% | $3.41万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $90.61万 | 0.58% | 18,885 | 8,566 | 83.0% | $41.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $73.63万 | 0.47% | 2,295 | 7 | 0.3% | $2,246 | 加仓 |
| MSFT | MICROSOFT CORP | $72.64万 | 0.47% | 1,962 | 85 | 4.5% | $3.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $71.43万 | 0.46% | 20,385 | -175 | -0.9% | -$6,132 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.21万 | 0.37% | 880 | 271 | 44.5% | $17.62万 | 加仓 |
| GOOGL | ALPHABET INC | $57.02万 | 0.37% | 1,983 | 2 | 0.1% | $575 | 加仓 |
| STIP | ISHARES TR | $54.46万 | 0.35% | 5,265 | 2,775 | 111.4% | $28.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $53.53万 | 0.34% | 2,464 | -22 | -0.9% | -$4,780 | 减仓 |
| NVDA | NVIDIA CORPORATION | $53.37万 | 0.34% | 3,060 | 340 | 12.5% | $5.93万 | 加仓 |
| AVGO | BROADCOM INC | $49.18万 | 0.32% | 1,589 | -76 | -4.6% | -$2.35万 | 减仓 |
| — | EXXON MOBIL CORP | $48.29万 | 0.31% | 2,846 | -107 | -3.6% | -$1.82万 | 减仓 |
| AMZN | AMAZON COM INC | $43.45万 | 0.28% | 2,086 | 94 | 4.7% | $1.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.22万 | 0.28% | 902 | 2 | 0.2% | $958 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.05万 | 0.27% | 1,429 | 25 | 1.8% | $7,356 | 加仓 |
| EFA | ISHARES TR | $39.20万 | 0.25% | 4,036 | -625 | -13.4% | -$6.07万 | 减仓 |
| HDEF | DBX ETF TR | $37.34万 | 0.24% | 11,521 | -735 | -6.0% | -$2.38万 | 减仓 |
| CMF | ISHARES TR | $36.82万 | 0.24% | 6,475 | 405 | 6.7% | $2.30万 | 加仓 |
| IWM | ISHARES TR | $34.74万 | 0.22% | 1,401 | 1 | 0.1% | $248 | 加仓 |
| IJR | ISHARES TR | $30.38万 | 0.20% | 2,444 | -113 | -4.4% | -$1.40万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $26.85万 | 0.17% | 3,646 | 3,646 | — | $26.85万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.68万 | 0.16% | 794 | -17 | -2.1% | -$5,283 | 减仓 |
| META | META PLATFORMS INC | $24.49万 | 0.16% | 428 | 43 | 11.2% | $2.46万 | 加仓 |
| USFR | WISDOMTREE TR | $23.66万 | 0.15% | 4,701 | -72 | -1.5% | -$3,624 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $22.86万 | 0.15% | 935 | -103 | -9.9% | -$2.52万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.06万 | 0.14% | 5,403 | 5,403 | — | $22.06万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.92万 | 0.14% | 220 | -23 | -9.5% | -$2.29万 | 减仓 |
| RTX | RTX CORPORATION | $21.88万 | 0.14% | 1,134 | 6 | 0.5% | $1,158 | 加仓 |
| MUNI | PIMCO ETF TR | $21.26万 | 0.14% | 4,074 | 4,074 | — | $21.26万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.70万 | 0.13% | 1,398 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.47万 | 0.13% | 300 | 300 | — | $20.47万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.39万 | 0.13% | 2,715 | 2,715 | — | $20.39万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $20.04万 | 0.13% | 679 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -830 | -100.0% | -$26.13万 | 清仓 |
| VCYT | VERACYTE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,518 | -100.0% | -$21.13万 | 清仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $0 | 0.00% | 0 | -11,366 | -100.0% | -$11.57万 | 清仓 |