STOLZ & ASSOCIATES, PS
TACOMA WA · SEC CIK 0002108989
$1.60亿2026Q2 申报市值
32持仓数
92.1%前十大占比 · 第一大 19.9%
3 / 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
DFGP 加仓+$555.25万
DIMENSIONAL ETF 加仓+$114.86万
DIHP 加仓+$111.33万
DFAE 加仓+$104.61万
AVUV 加仓+$95.88万
2026Q2 卖出最多 按季末市值估算
AGG 清仓-$148.12万
CALAMOS ETF TR 减仓-$5.48万
IWM 减仓-$2.25万
DIMENSIONAL ETF 减仓-$3,771
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -14,889 | -100.0% | -$148.12万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.18万 | 0.08% | 15,397 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $21.71万 | 0.14% | 5,410 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.80万 | 0.14% | 2,647 | 2,647 | — | $21.80万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.31万 | 0.15% | 488 | 488 | — | $23.31万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.62万 | 0.15% | 661 | 39 | 6.3% | $1.39万 | 加仓 |
| AVGO | BROADCOM INC | $23.99万 | 0.15% | 635 | 38 | 6.4% | $1.44万 | 加仓 |
| — | CALAMOS ETF TR | $26.85万 | 0.17% | 9,530 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.34万 | 0.17% | 910 | -75 | -7.6% | -$2.25万 | 减仓 |
| — | CALAMOS ETF TR | $29.61万 | 0.18% | 11,455 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $30.82万 | 0.19% | 11,761 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $33.27万 | 0.21% | 5,888 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.94万 | 0.28% | 898 | 898 | — | $44.94万 | 新建仓 |
| AMZN | AMAZON COM INC | $46.67万 | 0.29% | 1,958 | 794 | 68.2% | $18.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.18万 | 0.30% | 6,893 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $66.04万 | 0.41% | 706 | 124 | 21.3% | $11.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.67万 | 0.43% | 1,841 | 207 | 12.7% | $7.72万 | 加仓 |
| AAPL | APPLE INC | $82.84万 | 0.52% | 2,863 | 886 | 44.8% | $25.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $88.26万 | 0.55% | 33,740 | 1,335 | 4.1% | $3.49万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $99.64万 | 0.62% | 38,590 | 90 | 0.2% | $2,324 | 加仓 |
| — | CALAMOS ETF TR | $102.51万 | 0.64% | 37,060 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $106.88万 | 0.67% | 40,039 | -2,052 | -4.9% | -$5.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $230.79万 | 1.44% | 11,534 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $238.04万 | 1.49% | 53,661 | -85 | -0.2% | -$3,771 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $862.71万 | 5.39% | 83,717 | 4,620 | 5.8% | $47.61万 | 加仓 |
| GOVT | ISHARES TR | $1,140.60万 | 7.12% | 500,701 | 35,770 | 7.7% | $81.48万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,158.65万 | 7.23% | 140,188 | 9,490 | 7.3% | $78.43万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,209.25万 | 7.55% | 300,733 | 26,015 | 9.5% | $104.61万 | 加仓 |
| SHV | ISHARES TR | $1,233.08万 | 7.70% | 111,743 | 5,374 | 5.1% | $59.30万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,569.49万 | 9.80% | 459,924 | 32,623 | 7.6% | $111.33万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $2,073.73万 | 12.94% | 380,781 | 101,955 | 36.6% | $555.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,087.77万 | 13.03% | 167,343 | 7,685 | 4.8% | $95.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,185.78万 | 19.89% | 763,427 | 27,525 | 3.7% | $114.86万 | 加仓 |