Ferguson Johnson Wealth Management Inc
ROCKVILLE MD · SEC CIK 0002109387
$1.23亿2026Q1 申报市值
34持仓数
82.5%前十大占比 · 第一大 24.0%
2 / 2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
DFCF 加仓+$159.29万
AVSF 加仓+$59.05万
DIMENSIONAL ETF 加仓+$50.31万
AVIG 加仓+$49.99万
VT 新建仓+$32.90万
2026Q1 卖出最多 按季末市值估算
AVUV 减仓-$22.85万
ORCL 清仓-$21.50万
BX 清仓-$20.40万
DISV 减仓-$13.18万
DFIV 减仓-$12.71万
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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,105 | -100.0% | -$21.50万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,324 | -100.0% | -$20.40万 | 清仓 |
| DHR | DANAHER CORP DEL | $20.30万 | 0.16% | 1,073 | -47 | -4.2% | -$8,892 | 减仓 |
| IBDR | ISHARES TR | $30.50万 | 0.25% | 12,593 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $30.90万 | 0.25% | 12,210 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $31.40万 | 0.25% | 3,903 | 24 | 0.6% | $1,931 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $31.90万 | 0.26% | 977 | 977 | — | $31.90万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $32.40万 | 0.26% | 6,695 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $32.60万 | 0.26% | 13,452 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.90万 | 0.27% | 2,381 | 2,381 | — | $32.90万 | 新建仓 |
| IYR | ISHARES TR | $33.10万 | 0.27% | 3,507 | 6 | 0.2% | $566 | 加仓 |
| VXF | VANGUARD INDEX FDS | $38.70万 | 0.31% | 1,883 | -3 | -0.2% | -$617 | 减仓 |
| MSFT | MICROSOFT CORP | $39.90万 | 0.32% | 1,080 | -210 | -16.3% | -$7.76万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $43.70万 | 0.35% | 5,924 | -15 | -0.3% | -$1,107 | 减仓 |
| AMZN | AMAZON COM INC | $45.90万 | 0.37% | 2,205 | -120 | -5.2% | -$2.50万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $52.20万 | 0.42% | 15,373 | 484 | 3.3% | $1.64万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $64.80万 | 0.53% | 7,365 | 955 | 14.9% | $8.40万 | 加仓 |
| SDY | SPDR SERIES TRUST | $71.30万 | 0.58% | 4,887 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.80万 | 0.58% | 1 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $130.30万 | 1.06% | 5,136 | -54 | -1.0% | -$1.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $138.50万 | 1.12% | 4,584 | 107 | 2.4% | $3.23万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $191.20万 | 1.55% | 48,500 | -3,342 | -6.4% | -$13.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $204.50万 | 1.66% | 86,500 | 6,361 | 7.9% | $15.04万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $219.90万 | 1.78% | 61,598 | 4,201 | 7.3% | $15.00万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $264.40万 | 2.15% | 50,105 | -2,408 | -4.6% | -$12.71万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $303.30万 | 2.46% | 94,135 | -1,563 | -1.6% | -$5.04万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $432.10万 | 3.51% | 53,632 | -568 | -1.0% | -$4.58万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $493.20万 | 4.00% | 62,905 | 2,177 | 3.6% | $17.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $607.00万 | 4.93% | 97,208 | -1,032 | -1.1% | -$6.44万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $621.60万 | 5.04% | 73,274 | 690 | 1.0% | $5.85万 | 加仓 |
| IWF | ISHARES TR | $845.50万 | 6.86% | 19,831 | -268 | -1.3% | -$11.43万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $897.20万 | 7.28% | 191,720 | 12,618 | 7.0% | $59.05万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $973.60万 | 7.90% | 88,141 | -2,069 | -2.3% | -$22.85万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,128.90万 | 9.16% | 271,782 | 12,034 | 4.6% | $49.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,215.20万 | 9.86% | 312,731 | 12,947 | 4.3% | $50.31万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,952.20万 | 23.96% | 699,262 | 37,730 | 5.7% | $159.29万 | 加仓 |