Approach Retirement Advisors, LLC
Vestavia AL · SEC CIK 0002106948
$1.38亿2026Q2 申报市值
82持仓数
56.4%前十大占比 · 第一大 16.9%
7 / 4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
SGOV 新建仓+$174.41万
DFCF 加仓+$164.97万
STIP 加仓+$74.80万
DFSD 加仓+$71.13万
DIMENSIONAL ETF 加仓+$47.19万
2026Q2 卖出最多 按季末市值估算
DFAU 清仓-$75.54万
QQQ 清仓-$51.26万
AMD 减仓-$29.45万
GDXJ 清仓-$21.44万
GLOBAL X FDS 清仓-$21.11万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -16,742 | -100.0% | -$75.54万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -888 | -100.0% | -$51.26万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,786 | -100.0% | -$21.44万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -2,495 | -100.0% | -$21.11万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $20.61万 | 0.15% | 2,137 | 2,137 | — | $20.61万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.67万 | 0.15% | 850 | 850 | — | $20.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.35万 | 0.16% | 3,050 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $23.13万 | 0.17% | 1,156 | 1,156 | — | $23.13万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.78万 | 0.17% | 7,500 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $25.16万 | 0.18% | 1,100 | 1,100 | — | $25.16万 | 新建仓 |
| AMZN | AMAZON COM INC | $25.76万 | 0.19% | 1,081 | -54 | -4.8% | -$1.29万 | 减仓 |
| CET | CENTRAL SECS CORP | $26.05万 | 0.19% | 4,967 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $26.80万 | 0.19% | 899 | 899 | — | $26.80万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $27.58万 | 0.20% | 3,561 | -20 | -0.6% | -$1,549 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.97万 | 0.20% | 4,806 | 121 | 2.6% | $7,042 | 加仓 |
| VB | VANGUARD INDEX FDS | $28.04万 | 0.20% | 924 | 1 | 0.1% | $303 | 加仓 |
| META | META PLATFORMS INC | $28.65万 | 0.21% | 508 | -19 | -3.6% | -$1.07万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $30.14万 | 0.22% | 3,640 | 3,640 | — | $30.14万 | 新建仓 |
| IJH | ISHARES TR | $30.84万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.15万 | 0.23% | 1,879 | 4 | 0.2% | $663 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $31.55万 | 0.23% | 4,084 | -1 | -0.0% | -$77 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.60万 | 0.24% | 650 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $32.98万 | 0.24% | 3,200 | -34 | -1.1% | -$3,504 | 减仓 |
| AOR | ISHARES TR | $34.79万 | 0.25% | 5,006 | 350 | 7.5% | $2.43万 | 加仓 |
| IWM | ISHARES TR | $36.05万 | 0.26% | 1,200 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $36.46万 | 0.26% | 2,307 | 28 | 1.2% | $4,426 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $37.64万 | 0.27% | 12,994 | 355 | 2.8% | $1.03万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $38.21万 | 0.28% | 8,934 | -307 | -3.3% | -$1.31万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $38.42万 | 0.28% | 34,739 | 1,015 | 3.0% | $1.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $39.46万 | 0.29% | 4,897 | 53 | 1.1% | $4,271 | 加仓 |
| AAPL | APPLE INC | $39.53万 | 0.29% | 1,366 | 68 | 5.2% | $1.97万 | 加仓 |
| SDY | SPDR SERIES TRUST | $40.80万 | 0.30% | 2,680 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $42.65万 | 0.31% | 3,369 | 190 | 6.0% | $2.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.26万 | 0.32% | 7,414 | -210 | -2.8% | -$1.25万 | 减仓 |
| GOOGL | ALPHABET INC | $45.21万 | 0.33% | 1,265 | 41 | 3.3% | $1.47万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $46.62万 | 0.34% | 5,304 | -1 | -0.0% | -$88 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $47.40万 | 0.34% | 11,109 | -268 | -2.4% | -$1.14万 | 减仓 |
| SUB | ISHARES TR | $50.46万 | 0.37% | 4,739 | 1,000 | 26.7% | $10.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $51.95万 | 0.38% | 1,392 | 96 | 7.4% | $3.58万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $52.19万 | 0.38% | 14,166 | 109 | 0.8% | $4,016 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $52.56万 | 0.38% | 9,555 | 147 | 1.6% | $8,086 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.11万 | 0.39% | 6,571 | 9 | 0.1% | $741 | 加仓 |
| SO | SOUTHERN CO | $58.08万 | 0.42% | 6,067 | 216 | 3.7% | $2.07万 | 加仓 |
| KO | COCA COLA CO | $58.57万 | 0.43% | 7,207 | 18 | 0.3% | $1,463 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $70.07万 | 0.51% | 9,258 | -252 | -2.6% | -$1.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.22万 | 0.51% | 2,497 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $71.48万 | 0.52% | 8,297 | 305 | 3.8% | $2.63万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $72.80万 | 0.53% | 4,638 | 111 | 2.5% | $1.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $74.81万 | 0.54% | 10,703 | -84 | -0.8% | -$5,872 | 减仓 |
| VTI | VANGUARD INDEX FDS | $77.54万 | 0.56% | 2,095 | -275 | -11.6% | -$10.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.87万 | 0.57% | 5,378 | 12 | 0.2% | $1,760 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.75万 | 0.59% | 30,866 | -949 | -3.0% | -$2.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.86万 | 0.60% | 1,735 | -65 | -3.6% | -$3.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.73万 | 0.63% | 1,493 | -507 | -25.4% | -$29.45万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $89.57万 | 0.65% | 22,652 | 3 | 0.0% | $119 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $96.24万 | 0.70% | 13,506 | -458 | -3.3% | -$3.26万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $104.86万 | 0.76% | 14,297 | -45 | -0.3% | -$3,300 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $107.87万 | 0.78% | 31,608 | 1,004 | 3.3% | $3.43万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $116.82万 | 0.85% | 21,625 | -298 | -1.4% | -$1.61万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $121.25万 | 0.88% | 30,213 | 801 | 2.7% | $3.21万 | 加仓 |
| — | EXXON MOBIL CORP | $121.84万 | 0.88% | 8,911 | 20 | 0.2% | $2,735 | 加仓 |
| VTV | VANGUARD INDEX FDS | $125.31万 | 0.91% | 5,750 | -181 | -3.1% | -$3.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.93万 | 0.95% | 5,533 | -59 | -1.1% | -$1.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.74万 | 1.10% | 2,031 | -1 | -0.0% | -$747 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $168.79万 | 1.23% | 17,492 | 2,924 | 20.1% | $28.21万 | 加仓 |
| SGOV | ISHARES TR | $174.41万 | 1.27% | 17,325 | 17,325 | — | $174.41万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $177.70万 | 1.29% | 19,482 | -290 | -1.5% | -$2.65万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $188.07万 | 1.37% | 46,276 | -545 | -1.2% | -$2.21万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $193.80万 | 1.41% | 15,534 | 402 | 2.7% | $5.02万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $200.81万 | 1.46% | 49,941 | -3,118 | -5.9% | -$12.54万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $216.25万 | 1.57% | 46,438 | 1,034 | 2.3% | $4.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $235.70万 | 1.71% | 60,762 | 4,315 | 7.6% | $16.74万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $256.69万 | 1.86% | 51,102 | 5,538 | 12.2% | $27.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.20万 | 1.87% | 5,140 | 377 | 7.9% | $18.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $267.40万 | 1.94% | 64,079 | -557 | -0.9% | -$2.32万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $280.73万 | 2.04% | 67,793 | 7,590 | 12.6% | $31.43万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $288.67万 | 2.10% | 57,989 | 9,291 | 19.1% | $46.25万 | 加仓 |
| STIP | ISHARES TR | $337.57万 | 2.45% | 33,043 | 7,322 | 28.5% | $74.80万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $341.24万 | 2.48% | 38,255 | 2,585 | 7.2% | $23.06万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $384.82万 | 2.79% | 93,290 | 5,480 | 6.2% | $22.61万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $430.07万 | 3.12% | 115,422 | 4,694 | 4.2% | $17.49万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $722.47万 | 5.25% | 151,303 | 14,897 | 10.9% | $71.13万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $767.63万 | 5.57% | 59,933 | 2,487 | 4.3% | $31.85万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $904.51万 | 6.57% | 214,289 | 39,083 | 22.3% | $164.97万 | 加仓 |
| AFL | AFLAC INC | $1,250.30万 | 9.08% | 106,635 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,333.63万 | 16.95% | 526,067 | 10,639 | 2.1% | $47.19万 | 加仓 |