Twin Cities Retirement Group LLC
PLYMOUTH MN · SEC CIK 0002109366
$1.17亿2026Q2 申报市值
22持仓数
83.3%前十大占比 · 第一大 16.8%
0 / 2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
VCIT 加仓+$153.13万
VCSH 加仓+$143.52万
VCRB 加仓+$58.34万
DIMENSIONAL ETF 加仓+$36.16万
SPY 加仓+$5.23万
2026Q2 卖出最多 按季末市值估算
IBDS 清仓-$94.90万
IBDR 清仓-$86.95万
DIMENSIONAL ETF 减仓-$44.38万
IJR 减仓-$31.99万
VEA 减仓-$29.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $1,959.20万 | 16.77% | 237,048 | 18,527 | 8.5% | $153.13万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,450.82万 | 12.42% | 183,578 | 18,160 | 11.0% | $143.52万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,206.43万 | 10.33% | 300,631 | -7,199 | -2.3% | -$28.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,202.89万 | 10.30% | 168,827 | -4,205 | -2.4% | -$29.96万 | 减仓 |
| IJR | ISHARES TR | $1,103.42万 | 9.45% | 74,399 | -2,157 | -2.8% | -$31.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $971.64万 | 8.32% | 139,004 | -6,349 | -4.4% | -$44.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $532.15万 | 4.56% | 119,962 | -3,252 | -2.6% | -$14.43万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $491.01万 | 4.20% | 94,990 | -3,957 | -4.0% | -$20.45万 | 减仓 |
| IBDT | ISHARES TR | $475.41万 | 4.07% | 188,280 | -3,305 | -1.7% | -$8.35万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $333.78万 | 2.86% | 40,734 | -1,562 | -3.7% | -$12.80万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $294.81万 | 2.52% | 127,460 | 574 | 0.5% | $1.33万 | 加仓 |
| IBDV | ISHARES TR | $275.37万 | 2.36% | 126,316 | 1,296 | 1.0% | $2.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $270.88万 | 2.32% | 69,833 | 9,322 | 15.4% | $36.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $231.51万 | 1.98% | 66,506 | -1,555 | -2.3% | -$5.41万 | 减仓 |
| ISCV | ISHARES TR | $219.51万 | 1.88% | 28,028 | -1,065 | -3.7% | -$8.34万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $177.85万 | 1.52% | 23,028 | 7,554 | 48.8% | $58.34万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $157.47万 | 1.35% | 46,532 | -2,724 | -5.5% | -$9.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.70万 | 0.87% | 1,362 | 70 | 5.4% | $5.23万 | 加仓 |
| MMM | 3M CO | $83.03万 | 0.71% | 5,128 | 235 | 4.8% | $3.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.85万 | 0.44% | 18,719 | 149 | 0.8% | $4,127 | 加仓 |
| IBDW | ISHARES TR | $49.43万 | 0.42% | 23,718 | 282 | 1.2% | $5,877 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $41.13万 | 0.35% | 10,401 | -340 | -3.2% | -$1.34万 | 减仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -39,151 | -100.0% | -$94.90万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -35,872 | -100.0% | -$86.95万 | 清仓 |