STOLZ & ASSOCIATES, PS
TACOMA WA · SEC CIK 0002108989
$1.43亿2026Q1 申报市值
30持仓数
91.3%前十大占比 · 第一大 20.0%
2 / 4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
DFGP 加仓+$614.43万
DIMENSIONAL ETF 加仓+$185.28万
SHV 加仓+$149.59万
VCIT 加仓+$109.43万
GOVT 加仓+$108.53万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$146.00万
AMZN 减仓-$81.13万
COST 减仓-$78.98万
SBUX 清仓-$72.86万
AAPL 减仓-$38.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -8,652 | -100.0% | -$72.86万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -734 | -100.0% | -$33.01万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -890 | -100.0% | -$27.93万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$23.10万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.26万 | 0.09% | 15,397 | -3,000 | -16.3% | -$2.58万 | 减仓 |
| GOOGL | ALPHABET INC | $20.90万 | 0.15% | 622 | -619 | -49.9% | -$20.80万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $22.51万 | 0.16% | 5,410 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.79万 | 0.17% | 597 | -90 | -13.1% | -$3.59万 | 减仓 |
| — | CALAMOS ETF TR | $26.31万 | 0.18% | 9,530 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $26.59万 | 0.19% | 985 | -80 | -7.5% | -$2.16万 | 减仓 |
| AMZN | AMAZON COM INC | $29.07万 | 0.20% | 1,164 | -3,249 | -73.6% | -$81.13万 | 减仓 |
| — | CALAMOS ETF TR | $29.30万 | 0.20% | 11,455 | 2,930 | 34.4% | $7.49万 | 加仓 |
| — | CALAMOS ETF TR | $30.47万 | 0.21% | 11,761 | 11,761 | — | $30.47万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $31.98万 | 0.22% | 5,888 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $44.85万 | 0.31% | 6,893 | -741 | -9.7% | -$4.82万 | 减仓 |
| AAPL | APPLE INC | $52.07万 | 0.36% | 1,977 | -1,457 | -42.4% | -$38.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.46万 | 0.40% | 582 | -800 | -57.9% | -$78.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $68.67万 | 0.48% | 1,634 | -3,474 | -68.0% | -$146.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $82.31万 | 0.57% | 32,405 | 1,340 | 4.3% | $3.40万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $98.91万 | 0.69% | 38,500 | 3,435 | 9.8% | $8.82万 | 加仓 |
| — | CALAMOS ETF TR | $101.03万 | 0.70% | 37,060 | 37,060 | — | $101.03万 | 新建仓 |
| — | CALAMOS ETF TR | $110.76万 | 0.77% | 42,091 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $148.12万 | 1.03% | 14,889 | -695 | -4.5% | -$6.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.26万 | 1.56% | 53,746 | -3,800 | -6.6% | -$15.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $228.77万 | 1.60% | 11,534 | -979 | -7.8% | -$19.42万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $841.83万 | 5.87% | 79,097 | -238 | -0.3% | -$2.53万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,020.30万 | 7.12% | 274,718 | -1,025 | -0.4% | -$3.81万 | 减仓 |
| GOVT | ISHARES TR | $1,064.23万 | 7.43% | 464,931 | 47,415 | 11.4% | $108.53万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,086.49万 | 7.58% | 130,698 | 13,164 | 11.2% | $109.43万 | 加仓 |
| SHV | ISHARES TR | $1,172.51万 | 8.18% | 106,369 | 13,571 | 14.6% | $149.59万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,450.47万 | 10.12% | 427,301 | 4,522 | 1.1% | $15.35万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,517.50万 | 10.59% | 278,826 | 112,896 | 68.0% | $614.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,847.40万 | 12.89% | 159,658 | -1,485 | -0.9% | -$17.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,858.98万 | 19.95% | 735,902 | 47,690 | 6.9% | $185.28万 | 加仓 |