NerdWallet Wealth Partners, LLC
NEW YORK NY · SEC CIK 0002079593
$2.90亿2026Q2 申报市值
69持仓数
80.8%前十大占比 · 第一大 32.8%
9 / 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
IVV 加仓+$984.91万
VEA 加仓+$686.87万
CGCB 加仓+$407.95万
DLN 加仓+$278.34万
SHV 加仓+$154.94万
2026Q2 卖出最多 按季末市值估算
EEMA 清仓-$22.29万
VTI 减仓-$16.09万
VNQ 减仓-$5.92万
GLD 减仓-$3.91万
VBR 减仓-$2.96万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,511.50万 | 32.78% | 127,022 | 13,153 | 11.6% | $984.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,324.42万 | 14.90% | 607,015 | 96,415 | 18.9% | $686.87万 | 加仓 |
| DLN | WISDOMTREE TR | $2,541.91万 | 8.76% | 263,948 | 28,902 | 12.3% | $278.34万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,724.14万 | 5.94% | 658,570 | 155,826 | 31.0% | $407.95万 | 加仓 |
| SHV | ISHARES TR | $1,559.12万 | 5.37% | 141,289 | 14,041 | 11.0% | $154.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,013.14万 | 3.49% | 27,384 | -435 | -1.6% | -$16.09万 | 减仓 |
| SHY | ISHARES TR | $962.15万 | 3.32% | 117,175 | 13,484 | 13.0% | $110.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $729.05万 | 2.51% | 122,146 | 22,569 | 22.7% | $134.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $593.73万 | 2.05% | 8,643 | 367 | 4.4% | $25.21万 | 加仓 |
| IJH | ISHARES TR | $489.56万 | 1.69% | 63,507 | 12,397 | 24.3% | $95.57万 | 加仓 |
| HYG | ISHARES TR | $402.67万 | 1.39% | 50,352 | 7,696 | 18.0% | $61.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $346.27万 | 1.19% | 14,263 | -122 | -0.8% | -$2.96万 | 减仓 |
| IJR | ISHARES TR | $338.25万 | 1.17% | 22,810 | 6,670 | 41.3% | $98.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $327.69万 | 1.13% | 4,388 | 68 | 1.6% | $5.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $277.77万 | 0.96% | 62,617 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $260.06万 | 0.90% | 8,987 | 350 | 4.1% | $10.13万 | 加仓 |
| GOOG | ALPHABET INC | $245.79万 | 0.85% | 6,957 | 3,986 | 134.2% | $140.83万 | 加仓 |
| EEM | ISHARES TR | $218.05万 | 0.75% | 31,891 | 112 | 0.4% | $7,658 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $164.03万 | 0.57% | 23,466 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $157.23万 | 0.54% | 4,215 | 25 | 0.6% | $9,326 | 加仓 |
| TLT | ISHARES TR | $154.90万 | 0.53% | 17,924 | 4,361 | 32.2% | $37.69万 | 加仓 |
| XVV | ISHARES TR | $152.93万 | 0.53% | 26,929 | 4,544 | 20.3% | $25.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $142.40万 | 0.49% | 7,116 | 1,323 | 22.8% | $26.48万 | 加仓 |
| EFA | ISHARES TR | $142.07万 | 0.49% | 13,676 | 319 | 2.4% | $3.31万 | 加仓 |
| AMZN | AMAZON COM INC | $135.16万 | 0.47% | 5,671 | 318 | 5.9% | $7.58万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $135.12万 | 0.47% | 37,130 | 5,324 | 16.7% | $19.37万 | 加仓 |
| META | META PLATFORMS INC | $121.27万 | 0.42% | 2,153 | 353 | 19.6% | $19.88万 | 加仓 |
| TLH | ISHARES TR | $120.04万 | 0.41% | 11,961 | 3,133 | 35.5% | $31.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $101.47万 | 0.35% | 18,783 | 0 | 0.0% | — | 重新持有 |
| GLD | SPDR GOLD TR | $101.21万 | 0.35% | 2,746 | -106 | -3.7% | -$3.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $85.65万 | 0.30% | 2,617 | 62 | 2.4% | $2.03万 | 加仓 |
| PABU | ISHARES TR | $84.62万 | 0.29% | 11,107 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $83.70万 | 0.29% | 15,216 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $70.24万 | 0.24% | 7,287 | -614 | -7.8% | -$5.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $68.50万 | 0.24% | 930 | 149 | 19.1% | $10.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.90万 | 0.22% | 1,257 | 114 | 10.0% | $5.70万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $62.65万 | 0.22% | 23,421 | 3,185 | 15.7% | $8.52万 | 加仓 |
| GOOGL | ALPHABET INC | $57.24万 | 0.20% | 1,602 | 102 | 6.8% | $3.64万 | 加仓 |
| PKG | PACKAGING CORP AMER | $55.52万 | 0.19% | 2,330 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $49.84万 | 0.17% | 4,014 | 918 | 29.7% | $11.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $46.72万 | 0.16% | 12,683 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $45.83万 | 0.16% | 2,800 | 394 | 16.4% | $6.45万 | 加仓 |
| ESGD | ISHARES TR | $43.97万 | 0.15% | 4,277 | 1,761 | 70.0% | $18.10万 | 加仓 |
| AVGO | BROADCOM INC | $39.93万 | 0.14% | 1,057 | 27 | 2.6% | $1.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $35.29万 | 0.12% | 1,852 | 28 | 1.5% | $5,335 | 加仓 |
| CAT | CATERPILLAR INC | $34.93万 | 0.12% | 328 | 2 | 0.6% | $2,130 | 加仓 |
| TSLA | TESLA INC | $33.98万 | 0.12% | 808 | 89 | 12.4% | $3.74万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.71万 | 0.12% | 5,715 | -198 | -3.3% | -$1.17万 | 减仓 |
| IWD | ISHARES TR | $33.21万 | 0.11% | 1,370 | 77 | 6.0% | $1.87万 | 加仓 |
| MUB | ISHARES TR | $32.19万 | 0.11% | 2,991 | 61 | 2.1% | $6,565 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $31.25万 | 0.11% | 11,282 | 781 | 7.4% | $2.16万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.96万 | 0.10% | 10,346 | 1,329 | 14.7% | $3.85万 | 加仓 |
| IEFA | ISHARES TR | $29.93万 | 0.10% | 3,098 | 84 | 2.8% | $8,114 | 加仓 |
| SMH | VANECK ETF TRUST | $29.06万 | 0.10% | 443 | 443 | — | $29.06万 | 新建仓 |
| KLAC | KLA CORP | $27.46万 | 0.09% | 910 | 910 | — | $27.46万 | 新建仓 |
| ITOT | ISHARES TR | $26.50万 | 0.09% | 1,613 | 136 | 9.2% | $2.23万 | 加仓 |
| DE | DEERE & CO | $25.25万 | 0.09% | 398 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $24.46万 | 0.08% | 2,638 | -1 | -0.0% | -$93 | 减仓 |
| V | VISA INC | $23.85万 | 0.08% | 695 | 30 | 4.5% | $1.03万 | 加仓 |
| IGOV | ISHARES TR | $23.25万 | 0.08% | 5,666 | 5,666 | — | $23.25万 | 新建仓 |
| — | NUSHARES ETF TR | $23.09万 | 0.08% | 7,094 | 7,094 | — | $23.09万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.83万 | 0.08% | 393 | 393 | — | $22.83万 | 新建仓 |
| IEMG | ISHARES INC | $22.77万 | 0.08% | 2,747 | 2,747 | — | $22.77万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.62万 | 0.08% | 890 | 27 | 3.1% | $6,861 | 加仓 |
| RELX | RELX PLC | $21.08万 | 0.07% | 6,656 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.84万 | 0.07% | 3,466 | 0 | 0.0% | — | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.61万 | 0.07% | 293 | 293 | — | $20.61万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.54万 | 0.07% | 1,553 | 1,553 | — | $20.54万 | 新建仓 |
| MAS | MASCO CORP | $20.34万 | 0.07% | 2,500 | 2,500 | — | $20.34万 | 新建仓 |
| EEMA | ISHARES INC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$22.29万 | 清仓 |