Generations Wealth, LLC
MADEIRA OH · SEC CIK 0002070529
$1.03亿2026Q1 申报市值
29持仓数
84.3%前十大占比 · 第一大 26.6%
2 / 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
DIMENSIONAL ETF 加仓+$111.62万
VTI 加仓+$98.55万
DFNM 加仓+$71.26万
VTIP 加仓+$39.67万
DIMENSIONAL ETF 加仓+$37.20万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$29.95万
PG 减仓-$12.25万
BSV 减仓-$10.26万
IEFA 减仓-$3.21万
DFAX 减仓-$2.40万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $18.69万 | 0.18% | 505 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.28万 | 0.20% | 5,518 | 4 | 0.1% | $147 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.32万 | 0.24% | 3,018 | 216 | 7.7% | $1.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.35万 | 0.26% | 264 | 264 | — | $26.35万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $32.60万 | 0.32% | 12,990 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $33.94万 | 0.33% | 2,157 | 2,157 | — | $33.94万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $34.04万 | 0.33% | 6,449 | -78 | -1.2% | -$4,117 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $59.83万 | 0.58% | 14,171 | -302 | -2.1% | -$1.28万 | 减仓 |
| SUB | ISHARES TR | $60.30万 | 0.59% | 5,662 | 2,752 | 94.6% | $29.31万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $84.22万 | 0.82% | 21,355 | -184 | -0.9% | -$7,257 | 减仓 |
| IEFA | ISHARES TR | $86.05万 | 0.84% | 9,505 | -355 | -3.6% | -$3.21万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $86.65万 | 0.84% | 11,051 | -1,309 | -10.6% | -$10.26万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $95.73万 | 0.93% | 1,602 | 56 | 3.6% | $3.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $103.22万 | 1.00% | 7,146 | -848 | -10.6% | -$12.25万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $144.25万 | 1.40% | 30,096 | 14,867 | 97.6% | $71.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $149.69万 | 1.45% | 3,427 | 392 | 12.9% | $17.12万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $171.42万 | 1.66% | 6,661 | 1,039 | 18.5% | $26.74万 | 加仓 |
| IVV | ISHARES TR | $189.17万 | 1.84% | 2,896 | -20 | -0.7% | -$1.31万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $194.08万 | 1.88% | 60,236 | -510 | -0.8% | -$1.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $241.08万 | 2.34% | 37,622 | 5,018 | 15.4% | $32.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $283.54万 | 2.75% | 39,862 | -4,210 | -9.6% | -$29.95万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $333.76万 | 3.24% | 68,873 | 2,606 | 3.9% | $12.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $335.56万 | 3.26% | 53,732 | 5,957 | 12.5% | $37.20万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $336.62万 | 3.27% | 67,391 | 7,941 | 13.4% | $39.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $520.17万 | 5.05% | 47,087 | 518 | 1.1% | $5.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $727.76万 | 7.07% | 22,685 | 3,072 | 15.7% | $98.55万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,108.34万 | 10.76% | 99,689 | 2,897 | 3.0% | $32.21万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,057.82万 | 19.98% | 605,775 | -706 | -0.1% | -$2.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,739.78万 | 26.60% | 705,040 | 28,723 | 4.2% | $111.62万 | 加仓 |