Cogent Private Wealth, Inc.
ORLANDO FL · SEC CIK 0002078392
$1.60亿2026Q2 申报市值
117持仓数
41.4%前十大占比 · 第一大 7.1%
19 / 2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
BNDW 加仓+$276.94万
AVUS 加仓+$273.43万
AOM 新建仓+$265.32万
AMERICAN CENTY E 加仓+$251.23万
IAU 新建仓+$229.35万
2026Q2 卖出最多 按季末市值估算
DUSB 减仓-$211.75万
DGCB 减仓-$195.26万
GLD 减仓-$158.59万
DFAW 清仓-$152.03万
MSFT 减仓-$151.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | $253.71万 | 1.59% | 28,443 | 11,437 | 67.3% | $102.02万 | 加仓 |
| AOM | ISHARES TR | $265.32万 | 1.66% | 53,182 | 53,182 | — | $265.32万 | 新建仓 |
| MSFT | MICROSOFT CORP | $276.02万 | 1.72% | 7,400 | -4,050 | -35.4% | -$151.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $297.10万 | 1.86% | 41,698 | -4,276 | -9.3% | -$30.47万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $299.85万 | 1.87% | 43,754 | 40,412 | 1,209.2% | $276.94万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $311.45万 | 1.95% | 66,881 | 7,322 | 12.3% | $34.10万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $323.12万 | 2.02% | 20,587 | -7,707 | -27.2% | -$120.96万 | 减仓 |
| AAPL | APPLE INC | $326.16万 | 2.04% | 11,272 | 234 | 2.1% | $6.77万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $329.13万 | 2.06% | 61,411 | -5,778 | -8.6% | -$30.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $368.73万 | 2.30% | 18,428 | 3,521 | 23.6% | $70.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $440.07万 | 2.75% | 6,407 | -1,476 | -18.7% | -$101.38万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $500.48万 | 3.13% | 98,559 | -41,699 | -29.7% | -$211.75万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $513.80万 | 3.21% | 51,846 | 19,372 | 59.7% | $191.98万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $543.18万 | 3.39% | 128,685 | -2,544 | -1.9% | -$10.74万 | 减仓 |
| AOR | ISHARES TR | $614.49万 | 3.84% | 88,416 | -19,819 | -18.3% | -$137.74万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $681.53万 | 4.26% | 53,211 | 21,348 | 67.0% | $273.43万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $774.92万 | 4.84% | 210,347 | -4,147 | -1.9% | -$15.28万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $1,058.22万 | 6.61% | 145,179 | 34,466 | 31.1% | $251.23万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,130.92万 | 7.07% | 273,103 | 42,259 | 18.3% | $174.99万 | 加仓 |