Wheels Up Wealth, Inc.
BENICIA CA · SEC CIK 0002107618
$1.18亿2026Q2 申报市值
23持仓数
89.1%前十大占比 · 第一大 29.2%
0 / 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
DFCF 加仓+$120.45万
DIMENSIONAL ETF 加仓+$87.73万
DFGP 加仓+$77.55万
DFSU 加仓+$23.43万
DFSB 加仓+$20.29万
2026Q2 卖出最多 按季末市值估算
AVUS 减仓-$40.08万
CSGP 清仓-$28.00万
DFEM 减仓-$16.62万
AVEM 减仓-$13.76万
DFSE 减仓-$2.81万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,445.14万 | 29.21% | 776,633 | 19,776 | 2.6% | $87.73万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,641.48万 | 13.92% | 388,885 | 28,537 | 7.9% | $120.45万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,259.74万 | 10.68% | 98,356 | -3,129 | -3.1% | -$40.08万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,244.24万 | 10.55% | 228,468 | 14,239 | 6.6% | $77.55万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $980.26万 | 8.31% | 263,086 | 3,037 | 1.2% | $11.32万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $473.55万 | 4.02% | 53,088 | 489 | 0.9% | $4.36万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $413.81万 | 3.51% | 88,743 | 5,025 | 6.0% | $23.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $410.16万 | 3.48% | 100,926 | -4,089 | -3.9% | -$16.62万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $336.99万 | 2.86% | 81,380 | 3,493 | 4.5% | $14.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $304.55万 | 2.58% | 31,563 | -1,426 | -4.3% | -$13.76万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $249.17万 | 2.11% | 52,183 | 1,218 | 2.4% | $5.82万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $185.23万 | 1.57% | 63,937 | 742 | 1.2% | $2.15万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $164.67万 | 1.40% | 31,600 | 3,893 | 14.1% | $20.29万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $159.00万 | 1.35% | 32,896 | 124 | 0.4% | $5,994 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $157.39万 | 1.33% | 34,897 | 1,341 | 4.0% | $6.05万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $81.49万 | 0.69% | 15,766 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $79.17万 | 0.67% | 16,198 | -575 | -3.4% | -$2.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $54.10万 | 0.46% | 13,116 | -328 | -2.4% | -$1.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.04万 | 0.35% | 557 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.21万 | 0.32% | 3,285 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $26.60万 | 0.23% | 5,711 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $24.64万 | 0.21% | 21,639 | -970 | -4.3% | -$1.10万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $24.60万 | 0.21% | 4,902 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -6,940 | -100.0% | -$28.00万 | 清仓 |