Vistica Wealth Advisors, LLC
CARLSBAD CA · SEC CIK 0002109247
$1.16亿2026Q2 申报市值
54持仓数
72.1%前十大占比 · 第一大 20.2%
6 / 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
BSV 加仓+$109.70万
VGIT 加仓+$77.44万
BSVO 加仓+$76.05万
DFNM 加仓+$75.61万
DFIV 加仓+$47.09万
2026Q2 卖出最多 按季末市值估算
DFUS 减仓-$64.07万
ITOT 减仓-$31.44万
MU 减仓-$29.67万
DFLV 减仓-$27.50万
VT 清仓-$23.80万
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 | $2,333.99万 | 20.19% | 526,146 | 3,027 | 0.6% | $13.43万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,760.95万 | 15.24% | 603,279 | 26,052 | 4.5% | $76.05万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $710.70万 | 6.15% | 131,563 | 8,717 | 7.1% | $47.09万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $673.95万 | 5.83% | 165,834 | 10,505 | 6.8% | $42.69万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $659.27万 | 5.70% | 164,283 | 6,523 | 4.1% | $26.18万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $578.06万 | 5.00% | 98,009 | 13,130 | 15.5% | $77.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $461.08万 | 3.99% | 59,181 | 14,080 | 31.2% | $109.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $412.83万 | 3.57% | 59,060 | -1,487 | -2.5% | -$10.39万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $401.51万 | 3.47% | 72,988 | 716 | 1.0% | $3.94万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $346.63万 | 3.00% | 93,031 | -2,064 | -2.2% | -$7.69万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $290.08万 | 2.51% | 57,750 | 8,855 | 18.1% | $44.48万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $261.36万 | 2.26% | 70,944 | -827 | -1.2% | -$3.05万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $216.05万 | 1.87% | 20,965 | -380 | -1.8% | -$3.92万 | 减仓 |
| ITOT | ISHARES TR | $210.58万 | 1.82% | 12,819 | -1,914 | -13.0% | -$31.44万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $210.33万 | 1.82% | 65,625 | 86 | 0.1% | $2,756 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $195.54万 | 1.69% | 67,497 | -3,998 | -5.6% | -$11.58万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $123.94万 | 1.07% | 9,934 | 4 | 0.0% | $499 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $113.58万 | 0.98% | 984 | -257 | -20.7% | -$29.67万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $101.88万 | 0.88% | 21,078 | 15,643 | 287.8% | $75.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $99.66万 | 0.86% | 23,883 | -4,851 | -16.9% | -$20.24万 | 减仓 |
| IDEV | ISHARES TR | $98.48万 | 0.85% | 11,063 | -114 | -1.0% | -$1.01万 | 减仓 |
| AAPL | APPLE INC | $90.62万 | 0.78% | 3,132 | 119 | 3.9% | $3.44万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $86.64万 | 0.75% | 10,573 | -7,819 | -42.5% | -$64.07万 | 减仓 |
| IEMG | ISHARES INC | $78.75万 | 0.68% | 9,506 | -41 | -0.4% | -$3,396 | 减仓 |
| VTI | VANGUARD INDEX FDS | $71.87万 | 0.62% | 1,942 | 802 | 70.4% | $29.68万 | 加仓 |
| IVLU | ISHARES TR | $71.20万 | 0.62% | 17,025 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $63.58万 | 0.55% | 16,081 | -6,955 | -30.2% | -$27.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.98万 | 0.48% | 6,677 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $53.12万 | 0.46% | 11,125 | 787 | 7.6% | $3.76万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $49.91万 | 0.43% | 9,655 | -383 | -3.8% | -$1.98万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $48.11万 | 0.42% | 11,663 | -1,182 | -9.2% | -$4.88万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $41.55万 | 0.36% | 8,280 | 8,280 | — | $41.55万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $38.63万 | 0.33% | 11,319 | -4,026 | -26.2% | -$13.74万 | 减仓 |
| — | EXXON MOBIL CORP | $38.57万 | 0.33% | 2,821 | 711 | 33.7% | $9.72万 | 加仓 |
| QCOM | QUALCOMM INC | $34.94万 | 0.30% | 1,891 | -17 | -0.9% | -$3,141 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $34.75万 | 0.30% | 3,896 | -1,485 | -27.6% | -$13.25万 | 减仓 |
| GOOG | ALPHABET INC | $33.25万 | 0.29% | 941 | 39 | 4.3% | $1.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $32.57万 | 0.28% | 1,628 | -218 | -11.8% | -$4.36万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $29.55万 | 0.26% | 3,569 | 11 | 0.3% | $911 | 加仓 |
| GOOGL | ALPHABET INC | $29.23万 | 0.25% | 818 | -166 | -16.9% | -$5.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.40万 | 0.25% | 3,436 | -17 | -0.5% | -$1,405 | 减仓 |
| MSFT | MICROSOFT CORP | $28.01万 | 0.24% | 751 | -67 | -8.2% | -$2.50万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.36万 | 0.24% | 7,500 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $26.76万 | 0.23% | 7,900 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $24.65万 | 0.21% | 2,555 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.28万 | 0.21% | 228 | 228 | — | $24.28万 | 新建仓 |
| SCZ | ISHARES TR | $22.57万 | 0.20% | 2,743 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.51万 | 0.19% | 1,358 | 340 | 33.4% | $5.64万 | 加仓 |
| AMZN | AMAZON COM INC | $22.12万 | 0.19% | 928 | 928 | — | $22.12万 | 新建仓 |
| GLW | CORNING INC | $21.94万 | 0.19% | 859 | 859 | — | $21.94万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.50万 | 0.19% | 3,731 | -790 | -17.5% | -$4.55万 | 减仓 |
| IWD | ISHARES TR | $21.46万 | 0.19% | 885 | 885 | — | $21.46万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.98万 | 0.18% | 641 | 641 | — | $20.98万 | 新建仓 |
| GERN | GERON CORP | $3.20万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,721 | -100.0% | -$23.80万 | 清仓 |