Platt Wealth Management LLC
SAN DIEGO CA · SEC CIK 0002109497
$1.03亿2026Q1 申报市值
50持仓数
62.2%前十大占比 · 第一大 17.3%
6 / 0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
COST 加仓+$219.63万
VTEC 新建仓+$120.20万
AVDE 新建仓+$103.00万
DFIV 加仓+$56.80万
CGHM 加仓+$53.17万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$104.90万
AMZN 减仓-$99.32万
LDP 减仓-$16.75万
CGMU 减仓-$16.29万
PM 减仓-$13.62万
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 |
|---|---|---|---|---|---|---|---|---|
| CDC | VICTORY PORTFOLIOS II | $21.20万 | 0.21% | 2,968 | 2,968 | — | $21.20万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $22.40万 | 0.22% | 4,766 | 4,766 | — | $22.40万 | 新建仓 |
| SHEL | SHELL PLC | $23.20万 | 0.23% | 2,500 | 2,500 | — | $23.20万 | 新建仓 |
| — | VANGUARD NY TAX FREE FDS | $24.50万 | 0.24% | 2,400 | 2,400 | — | $24.50万 | 新建仓 |
| WMT | WALMART INC | $24.90万 | 0.24% | 2,010 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $27.50万 | 0.27% | 20,079 | 7,840 | 64.1% | $10.74万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.30万 | 0.28% | 7,279 | 1 | 0.0% | $39 | 加仓 |
| ITA | ISHARES TR | $31.70万 | 0.31% | 1,450 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $33.20万 | 0.32% | 511 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $33.70万 | 0.33% | 1,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $36.20万 | 0.35% | 830 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $36.50万 | 0.36% | 2,835 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.70万 | 0.38% | 7,650 | 13 | 0.2% | $658 | 加仓 |
| MRK | MERCK & CO INC | $39.80万 | 0.39% | 3,317 | 51 | 1.6% | $6,119 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $40.30万 | 0.39% | 5,205 | 1,813 | 53.4% | $14.04万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $43.10万 | 0.42% | 8,562 | 873 | 11.4% | $4.39万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $43.70万 | 0.43% | 17,259 | 4,473 | 35.0% | $11.33万 | 加仓 |
| LLY | ELI LILLY & CO | $45.70万 | 0.45% | 497 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $45.80万 | 0.45% | 2,775 | -825 | -22.9% | -$13.62万 | 减仓 |
| TSLA | TESLA INC | $46.70万 | 0.46% | 1,256 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $47.00万 | 0.46% | 2,400 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $48.60万 | 0.47% | 1,479 | -100 | -6.3% | -$3.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.20万 | 0.48% | 12,665 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $64.40万 | 0.63% | 16,783 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $91.50万 | 0.89% | 31,426 | 2,550 | 8.8% | $7.42万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $91.60万 | 0.89% | 36,875 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $101.40万 | 0.99% | 36,443 | 3,464 | 10.5% | $9.64万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $103.00万 | 1.00% | 12,150 | 12,150 | — | $103.00万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $116.80万 | 1.14% | 1,956 | 694 | 55.0% | $41.44万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $120.20万 | 1.17% | 12,140 | 12,140 | — | $120.20万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $137.00万 | 1.34% | 34,091 | 12,220 | 55.9% | $49.11万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $149.50万 | 1.46% | 74,866 | -8,390 | -10.1% | -$16.75万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $205.60万 | 2.00% | 26,960 | 4,405 | 19.5% | $33.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $224.80万 | 2.19% | 4,693 | 22 | 0.5% | $1.05万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $235.00万 | 2.29% | 63,181 | 1,997 | 3.3% | $7.43万 | 加仓 |
| CAT | CATERPILLAR INC | $237.10万 | 2.31% | 3,347 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $276.90万 | 2.70% | 67,714 | -717 | -1.0% | -$2.93万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $278.50万 | 2.72% | 2,796 | 2,205 | 373.1% | $219.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $305.20万 | 2.98% | 17,502 | 983 | 6.0% | $17.14万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $305.30万 | 2.98% | 112,471 | -6,000 | -5.1% | -$16.29万 | 减仓 |
| AMZN | AMAZON COM INC | $312.30万 | 3.05% | 14,999 | -4,770 | -24.1% | -$99.32万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $469.30万 | 4.58% | 88,920 | 10,763 | 13.8% | $56.80万 | 加仓 |
| AAPL | APPLE INC | $470.50万 | 4.59% | 18,542 | -138 | -0.7% | -$3.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $473.50万 | 4.62% | 12,792 | -2,834 | -18.1% | -$104.90万 | 减仓 |
| GOOGL | ALPHABET INC | $486.70万 | 4.75% | 16,926 | 22 | 0.1% | $6,326 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $494.30万 | 4.82% | 195,259 | 21,004 | 12.1% | $53.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $542.20万 | 5.29% | 18,435 | 480 | 2.7% | $14.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $650.30万 | 6.34% | 58,868 | -847 | -1.4% | -$9.36万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $701.60万 | 6.84% | 96,834 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,779.30万 | 17.35% | 418,274 | -2,006 | -0.5% | -$8.53万 | 减仓 |