Vistica Wealth Advisors, LLC
CARLSBAD CA · SEC CIK 0002109247
$1.00亿2026Q1 申报市值
49持仓数
72.1%前十大占比 · 第一大 20.3%
5 / 1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
BSV 加仓+$58.57万
NVDA 新建仓+$32.19万
BMY 新建仓+$27.42万
DFNM 新建仓+$26.05万
VGIT 加仓+$21.89万
2026Q1 卖出最多 按季末市值估算
BSVO 减仓-$80.14万
DFGR 减仓-$62.31万
DIMENSIONAL ETF 减仓-$49.53万
DIMENSIONAL ETF 减仓-$48.57万
DFUV 减仓-$45.64万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,032.84万 | 20.26% | 523,119 | -12,746 | -2.4% | -$49.53万 | 减仓 |
| BSVO | EA SERIES TRUST | $1,464.43万 | 14.59% | 577,227 | -31,590 | -5.2% | -$80.14万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $648.38万 | 6.46% | 122,846 | -8,557 | -6.5% | -$45.16万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $622.20万 | 6.20% | 157,760 | -7,100 | -4.3% | -$28.00万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $536.66万 | 5.35% | 155,329 | -8,476 | -5.2% | -$29.28万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $505.45万 | 5.04% | 84,879 | 3,676 | 4.5% | $21.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $378.12万 | 3.77% | 60,547 | -7,778 | -11.4% | -$48.57万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $353.64万 | 3.52% | 45,101 | 7,470 | 19.9% | $58.57万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $350.23万 | 3.49% | 72,272 | -9,419 | -11.5% | -$45.64万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $337.87万 | 3.37% | 95,095 | -501 | -0.5% | -$1.78万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $244.23万 | 2.43% | 48,895 | 3,391 | 7.5% | $16.94万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $243.81万 | 2.43% | 71,771 | -4,336 | -5.7% | -$14.73万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $213.15万 | 2.12% | 21,345 | -1,576 | -6.9% | -$15.74万 | 减仓 |
| ITOT | ISHARES TR | $209.84万 | 2.09% | 14,733 | -8 | -0.1% | -$1,139 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $190.03万 | 1.89% | 71,495 | -23,444 | -24.7% | -$62.31万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $179.77万 | 1.79% | 65,539 | 87 | 0.1% | $2,386 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $130.42万 | 1.30% | 18,392 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $109.69万 | 1.09% | 9,930 | -28 | -0.3% | -$3,093 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $105.63万 | 1.05% | 28,734 | -1,700 | -5.6% | -$6.25万 | 减仓 |
| IDEV | ISHARES TR | $93.40万 | 0.93% | 11,177 | -156 | -1.4% | -$1.30万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $82.26万 | 0.82% | 23,036 | -10,945 | -32.2% | -$39.08万 | 减仓 |
| AAPL | APPLE INC | $76.47万 | 0.76% | 3,013 | 46 | 1.6% | $1.17万 | 加仓 |
| IVLU | ISHARES TR | $67.56万 | 0.67% | 17,025 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $66.59万 | 0.66% | 9,547 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $50.04万 | 0.50% | 12,845 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $49.50万 | 0.49% | 10,338 | -62 | -0.6% | -$2,969 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $49.44万 | 0.49% | 15,345 | -265 | -1.7% | -$8,538 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.49万 | 0.47% | 6,677 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $45.65万 | 0.45% | 5,381 | 1,485 | 38.1% | $12.60万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $45.29万 | 0.45% | 10,038 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.93万 | 0.42% | 1,241 | 189 | 18.0% | $6.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.58万 | 0.36% | 1,140 | -43 | -3.6% | -$1.38万 | 减仓 |
| — | EXXON MOBIL CORP | $35.80万 | 0.36% | 2,110 | -446 | -17.4% | -$7.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $32.19万 | 0.32% | 1,846 | 1,846 | — | $32.19万 | 新建仓 |
| MSFT | MICROSOFT CORP | $30.28万 | 0.30% | 818 | 330 | 67.6% | $12.22万 | 加仓 |
| GOOGL | ALPHABET INC | $28.29万 | 0.28% | 984 | 50 | 5.4% | $1.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $27.49万 | 0.27% | 3,453 | 164 | 5.0% | $1.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.42万 | 0.27% | 4,521 | 4,521 | — | $27.42万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $26.25万 | 0.26% | 3,558 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $26.05万 | 0.26% | 5,435 | 5,435 | — | $26.05万 | 新建仓 |
| GOOG | ALPHABET INC | $25.87万 | 0.26% | 902 | 48 | 5.6% | $1.38万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $25.64万 | 0.26% | 7,900 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $25.23万 | 0.25% | 7,500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $24.57万 | 0.24% | 1,908 | 137 | 7.7% | $1.76万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.80万 | 0.24% | 1,721 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $21.51万 | 0.21% | 2,743 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.06万 | 0.21% | 1,018 | 1,018 | — | $21.06万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $20.59万 | 0.21% | 2,555 | 2,555 | — | $20.59万 | 新建仓 |
| GERN | GERON CORP | $3.73万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| CSHI | NEOS ETF TRUST | $0 | 0.00% | 0 | -4,586 | -100.0% | -$22.80万 | 清仓 |