Ponta Wealth Partners, LLC
WINTER PARK FL · SEC CIK 0002107740
$1.24亿2026Q1 申报市值
138持仓数
40.4%前十大占比 · 第一大 8.0%
29 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFIC 加仓+$213.08万
SPY 新建仓+$200.30万
DFAE 新建仓+$175.66万
AAPL 加仓+$163.80万
NVDA 加仓+$115.47万
2026Q1 卖出最多 按季末市值估算
DFLV 减仓-$32.46万
DIMENSIONAL ETF 减仓-$29.43万
VWO 清仓-$25.55万
BDX 清仓-$20.77万
MA 减仓-$16.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $70.36万 | 0.57% | 3,235 | 72 | 2.3% | $1.57万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $70.73万 | 0.57% | 19,807 | -9,091 | -31.5% | -$32.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.26万 | 0.57% | 2,940 | 262 | 9.8% | $6.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $73.63万 | 0.59% | 14,758 | 14,758 | — | $73.63万 | 新建仓 |
| NEM | NEWMONT CORP | $75.45万 | 0.61% | 6,970 | 72 | 1.0% | $7,794 | 加仓 |
| IMCG | ISHARES TR | $76.99万 | 0.62% | 9,774 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $81.78万 | 0.66% | 7,456 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $82.30万 | 0.66% | 2,301 | 79 | 3.6% | $2.83万 | 加仓 |
| DE | DEERE & CO | $86.97万 | 0.70% | 1,544 | 56 | 3.8% | $3.15万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $88.33万 | 0.71% | 18,430 | 10,603 | 135.5% | $50.82万 | 加仓 |
| TSLA | TESLA INC | $88.74万 | 0.71% | 2,387 | 799 | 50.3% | $29.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.11万 | 0.74% | 4,452 | 210 | 5.0% | $4.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $92.60万 | 0.74% | 26,428 | -8,398 | -24.1% | -$29.43万 | 减仓 |
| NFLX | NETFLIX INC. | $93.06万 | 0.75% | 9,679 | 2,075 | 27.3% | $19.95万 | 加仓 |
| TJX | TJX COS INC NEW | $94.99万 | 0.76% | 5,948 | 241 | 4.2% | $3.85万 | 加仓 |
| NOW | SERVICENOW INC | $99.21万 | 0.80% | 9,489 | -474 | -4.8% | -$4.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $99.72万 | 0.80% | 1,650 | 61 | 3.8% | $3.69万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $103.83万 | 0.83% | 3,718 | 157 | 4.4% | $4.38万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $108.50万 | 0.87% | 1,212 | 44 | 3.8% | $3.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $110.32万 | 0.89% | 30,012 | 4,416 | 17.3% | $16.23万 | 加仓 |
| WMT | WALMART INC | $113.06万 | 0.91% | 9,097 | 1,129 | 14.2% | $14.03万 | 加仓 |
| LLY | ELI LILLY & CO | $116.81万 | 0.94% | 1,270 | 83 | 7.0% | $7.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.62万 | 1.08% | 1,351 | 111 | 9.0% | $11.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $136.08万 | 1.09% | 6,936 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $140.64万 | 1.13% | 9,650 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $144.20万 | 1.16% | 9,858 | 1,752 | 21.6% | $25.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $161.27万 | 1.30% | 47,475 | 14,705 | 44.9% | $49.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $175.66万 | 1.41% | 51,879 | 51,879 | — | $175.66万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.02万 | 1.54% | 4,007 | 131 | 3.4% | $6.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $193.20万 | 1.55% | 30,936 | 14,123 | 84.0% | $88.20万 | 加仓 |
| — | EXXON MOBIL CORP | $199.30万 | 1.60% | 11,747 | 744 | 6.8% | $12.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $200.30万 | 1.61% | 3,080 | 3,080 | — | $200.30万 | 新建仓 |
| AVGO | BROADCOM INC | $205.86万 | 1.65% | 6,651 | 973 | 17.1% | $30.12万 | 加仓 |
| V | VISA INC | $217.98万 | 1.75% | 7,212 | 240 | 3.4% | $7.25万 | 加仓 |
| META | META PLATFORMS INC | $224.28万 | 1.80% | 3,920 | 1,218 | 45.1% | $69.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $245.48万 | 1.97% | 8,345 | 814 | 10.8% | $23.94万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $318.79万 | 2.56% | 44,957 | 9,783 | 27.8% | $69.37万 | 加仓 |
| GOOGL | ALPHABET INC | $325.40万 | 2.61% | 11,316 | 1,184 | 11.7% | $34.05万 | 加仓 |
| AMZN | AMAZON COM INC | $408.60万 | 3.28% | 19,619 | 1,556 | 8.6% | $32.41万 | 加仓 |
| GOOG | ALPHABET INC | $521.08万 | 4.19% | 18,165 | 958 | 5.6% | $27.48万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $558.00万 | 4.48% | 157,050 | 59,973 | 61.8% | $213.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $562.18万 | 4.52% | 15,187 | 1,831 | 13.7% | $67.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $869.68万 | 6.99% | 49,867 | 6,621 | 15.3% | $115.47万 | 加仓 |
| AAPL | APPLE INC | $990.03万 | 7.96% | 39,010 | 6,454 | 19.8% | $163.80万 | 加仓 |