Ferguson Johnson Wealth Management Inc
ROCKVILLE MD · SEC CIK 0002109387
$1.37亿2026Q2 申报市值
38持仓数
80.6%前十大占比 · 第一大 22.6%
3 / 0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
DFCF 加仓+$145.85万
DFLV 加仓+$77.81万
AVIG 加仓+$69.45万
AVGE 加仓+$35.55万
AVSF 加仓+$30.66万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$19.57万
DIMENSIONAL ETF 减仓-$4.21万
VT 减仓-$1.44万
MAR 减仓-$1.15万
IWF 减仓-$248
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $20.40万 | 0.15% | 1,073 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.30万 | 0.16% | 604 | 604 | — | $21.30万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.10万 | 0.16% | 6,500 | 500 | 8.3% | $1.70万 | 重新持有 |
| DFAE | DIMENSIONAL ETF TRUST | $25.60万 | 0.19% | 6,369 | 6,369 | — | $25.60万 | 新建仓 |
| GOOGL | ALPHABET INC | $27.10万 | 0.20% | 760 | 760 | — | $27.10万 | 新建仓 |
| IBDR | ISHARES TR | $30.50万 | 0.22% | 12,593 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $30.80万 | 0.22% | 12,210 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $32.50万 | 0.24% | 13,452 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $35.00万 | 0.26% | 946 | -31 | -3.2% | -$1.15万 | 减仓 |
| IYR | ISHARES TR | $35.90万 | 0.26% | 3,514 | 7 | 0.2% | $715 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.90万 | 0.26% | 2,289 | -92 | -3.9% | -$1.44万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $36.00万 | 0.26% | 3,949 | 46 | 1.2% | $4,193 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $36.80万 | 0.27% | 6,695 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $44.20万 | 0.32% | 1,186 | 106 | 9.8% | $3.95万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $46.30万 | 0.34% | 1,883 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $49.50万 | 0.36% | 5,991 | 67 | 1.1% | $5,536 | 加仓 |
| AMZN | AMAZON COM INC | $52.60万 | 0.38% | 2,210 | 5 | 0.2% | $1,190 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $59.40万 | 0.43% | 16,142 | 769 | 5.0% | $2.83万 | 加仓 |
| SDY | SPDR SERIES TRUST | $74.30万 | 0.54% | 4,887 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.80万 | 0.55% | 1 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $108.50万 | 0.79% | 10,954 | 3,589 | 48.7% | $35.55万 | 加仓 |
| AAPL | APPLE INC | $152.30万 | 1.11% | 5,266 | 130 | 2.5% | $3.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $193.20万 | 1.41% | 5,285 | 701 | 15.3% | $25.63万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $214.50万 | 1.56% | 53,460 | 4,960 | 10.2% | $19.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $242.30万 | 1.77% | 92,655 | 6,155 | 7.1% | $16.10万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $291.10万 | 2.12% | 53,901 | 3,796 | 7.6% | $20.50万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $321.30万 | 2.34% | 81,283 | 19,685 | 32.0% | $77.81万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $343.70万 | 2.51% | 100,741 | 6,606 | 7.0% | $22.54万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $519.30万 | 3.79% | 66,656 | 3,751 | 6.0% | $29.22万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $528.00万 | 3.85% | 54,727 | 1,095 | 2.0% | $10.56万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $666.50万 | 4.86% | 74,726 | 1,452 | 2.0% | $12.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $675.20万 | 4.92% | 96,606 | -602 | -0.6% | -$4.21万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $923.40万 | 6.73% | 198,305 | 6,585 | 3.4% | $30.66万 | 加仓 |
| IWF | ISHARES TR | $984.90万 | 7.18% | 79,322 | -2 | -0.0% | -$248 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,099.90万 | 8.02% | 88,162 | 21 | 0.0% | $2,620 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,194.90万 | 8.71% | 288,554 | 16,772 | 6.2% | $69.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,367.70万 | 9.97% | 308,320 | -4,411 | -1.4% | -$19.57万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,097.40万 | 22.58% | 733,815 | 34,553 | 4.9% | $145.85万 | 加仓 |