Generations Wealth, LLC
MADEIRA OH · SEC CIK 0002070529
$1.05亿2026Q2 申报市值
36持仓数
84.2%前十大占比 · 第一大 30.3%
7 / 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
DIMENSIONAL ETF 加仓+$64.74万
NVDA 新建仓+$41.26万
AAPL 新建仓+$36.60万
DIHP 加仓+$36.32万
IJR 新建仓+$25.17万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$467.94万
AVUV 减仓-$153.57万
IVV 减仓-$120.27万
DIMENSIONAL ETF 减仓-$110.04万
DFUV 减仓-$91.47万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -505 | -100.0% | -$18.69万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $20.43万 | 0.19% | 604 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.47万 | 0.19% | 409 | 409 | — | $20.47万 | 新建仓 |
| META | META PLATFORMS INC | $20.90万 | 0.20% | 371 | 371 | — | $20.90万 | 新建仓 |
| IWM | ISHARES TR | $22.53万 | 0.21% | 750 | 750 | — | $22.53万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.64万 | 0.21% | 5,364 | -8,807 | -62.1% | -$37.17万 | 减仓 |
| AMZN | AMAZON COM INC | $23.14万 | 0.22% | 971 | 971 | — | $23.14万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.41万 | 0.22% | 5,611 | 93 | 1.7% | $3,881 | 加仓 |
| IJR | ISHARES TR | $25.17万 | 0.24% | 1,697 | 1,697 | — | $25.17万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.92万 | 0.31% | 352 | 88 | 33.3% | $8.23万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $34.20万 | 0.32% | 3,544 | 526 | 17.4% | $5.08万 | 加仓 |
| AAPL | APPLE INC | $36.60万 | 0.35% | 1,265 | 1,265 | — | $36.60万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $37.39万 | 0.36% | 12,911 | -79 | -0.6% | -$2,288 | 减仓 |
| SUB | ISHARES TR | $39.56万 | 0.38% | 3,716 | -1,946 | -34.4% | -$20.72万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $39.93万 | 0.38% | 2,157 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $40.15万 | 0.38% | 7,432 | 983 | 15.2% | $5.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $41.26万 | 0.39% | 2,062 | 2,062 | — | $41.26万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $85.97万 | 0.82% | 11,035 | -16 | -0.1% | -$1,247 | 减仓 |
| IEFA | ISHARES TR | $87.21万 | 0.83% | 9,030 | -475 | -5.0% | -$4.59万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $89.89万 | 0.85% | 18,598 | -11,498 | -38.2% | -$55.58万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $93.17万 | 0.88% | 23,217 | 1,862 | 8.7% | $7.47万 | 加仓 |
| IVV | ISHARES TR | $96.61万 | 0.92% | 1,290 | -1,606 | -55.5% | -$120.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $104.43万 | 0.99% | 7,122 | -24 | -0.3% | -$3,519 | 减仓 |
| VOO | VANGUARD INDEX FDS | $110.03万 | 1.04% | 1,602 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $144.09万 | 1.37% | 16,728 | -3,834 | -18.6% | -$33.03万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $164.94万 | 1.57% | 5,385 | -1,276 | -19.2% | -$39.08万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $205.83万 | 1.95% | 28,888 | -8,734 | -23.2% | -$62.23万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $218.18万 | 2.07% | 26,498 | -13,364 | -33.5% | -$110.04万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $241.88万 | 2.30% | 70,880 | 10,644 | 17.7% | $36.32万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $287.40万 | 2.73% | 52,245 | -16,628 | -24.1% | -$91.47万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $298.67万 | 2.84% | 59,460 | -7,931 | -11.8% | -$39.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $365.82万 | 3.47% | 52,335 | -1,397 | -2.6% | -$9.77万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $433.89万 | 4.12% | 34,778 | -12,309 | -26.1% | -$153.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $804.36万 | 7.64% | 21,737 | -948 | -4.2% | -$35.08万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,262.67万 | 11.99% | 98,584 | -1,105 | -1.1% | -$14.15万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,763.73万 | 16.75% | 478,755 | -127,020 | -21.0% | -$467.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,192.30万 | 30.31% | 719,635 | 14,595 | 2.1% | $64.74万 | 加仓 |