Platt Wealth Management LLC
SAN DIEGO CA · SEC CIK 0002109497
$1.24亿2026Q2 申报市值
57持仓数
61.9%前十大占比 · 第一大 17.0%
8 / 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
DFIV 加仓+$177.49万
AVLV 新建仓+$102.70万
NVDA 加仓+$98.52万
VSDM 加仓+$74.95万
VTEC 加仓+$69.20万
2026Q2 卖出最多 按季末市值估算
COST 减仓-$107.17万
AVDE 减仓-$68.38万
CGUS 减仓-$26.23万
SHEL 清仓-$23.20万
HD 减仓-$4.76万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,108.60万 | 16.95% | 427,896 | 9,622 | 2.3% | $47.42万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $930.70万 | 7.48% | 96,834 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $744.80万 | 5.99% | 59,705 | 837 | 1.4% | $10.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $657.80万 | 5.29% | 121,778 | 32,858 | 37.0% | $177.49万 | 加仓 |
| GOOGL | ALPHABET INC | $609.60万 | 4.90% | 17,058 | 132 | 0.8% | $4.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $607.70万 | 4.89% | 18,567 | 132 | 0.7% | $4.32万 | 加仓 |
| AAPL | APPLE INC | $551.50万 | 4.43% | 19,061 | 519 | 2.8% | $15.02万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $549.60万 | 4.42% | 212,617 | 17,358 | 8.9% | $44.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $486.10万 | 3.91% | 13,032 | 240 | 1.9% | $8.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $448.70万 | 3.61% | 22,426 | 4,924 | 28.1% | $98.52万 | 加仓 |
| AMZN | AMAZON COM INC | $370.10万 | 2.98% | 15,531 | 532 | 3.5% | $12.68万 | 加仓 |
| CAT | CATERPILLAR INC | $356.40万 | 2.87% | 3,348 | 1 | 0.0% | $1,065 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $328.10万 | 2.64% | 69,042 | 1,328 | 2.0% | $6.31万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $322.40万 | 2.59% | 117,391 | 4,920 | 4.4% | $13.51万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $281.50万 | 2.26% | 36,742 | 9,782 | 36.3% | $74.95万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $260.60万 | 2.10% | 64,944 | 1,763 | 2.8% | $7.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $239.60万 | 1.93% | 4,790 | 97 | 2.1% | $4.85万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $194.50万 | 1.56% | 41,221 | 7,130 | 20.9% | $33.64万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $191.30万 | 1.54% | 19,021 | 6,881 | 56.7% | $69.20万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $157.90万 | 1.27% | 74,662 | -204 | -0.3% | -$4,314 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $154.30万 | 1.24% | 1,650 | -1,146 | -41.0% | -$107.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $143.80万 | 1.16% | 2,095 | 139 | 7.1% | $9.54万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $112.10万 | 0.90% | 33,128 | 1,702 | 5.4% | $5.76万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $108.50万 | 0.87% | 34,913 | -1,530 | -4.2% | -$4.75万 | 减仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $106.90万 | 0.86% | 37,346 | 20,087 | 116.4% | $57.50万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $102.70万 | 0.83% | 11,270 | 11,270 | — | $102.70万 | 新建仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $101.90万 | 0.82% | 40,475 | 3,600 | 9.8% | $9.06万 | 加仓 |
| LLY | ELI LILLY & CO | $63.30万 | 0.51% | 528 | 31 | 6.2% | $3.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.10万 | 0.45% | 12,665 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $56.10万 | 0.45% | 1,335 | 79 | 6.3% | $3.32万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $56.10万 | 0.45% | 11,133 | 2,571 | 30.0% | $12.96万 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FD | $55.80万 | 0.45% | 7,387 | 7,387 | — | $55.80万 | 新建仓 |
| QCOM | QUALCOMM INC | $54.80万 | 0.44% | 2,970 | 135 | 4.8% | $2.49万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $53.30万 | 0.43% | 6,882 | 1,677 | 32.2% | $12.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $52.30万 | 0.42% | 2,400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $51.20万 | 0.41% | 2,833 | 58 | 2.1% | $1.05万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $48.40万 | 0.39% | 10,884 | -5,899 | -35.1% | -$26.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.70万 | 0.38% | 1,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $47.40万 | 0.38% | 1,344 | -135 | -9.1% | -$4.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $42.80万 | 0.34% | 4,980 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $42.60万 | 0.34% | 3,317 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.20万 | 0.34% | 566 | 55 | 10.8% | $4.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $39.90万 | 0.32% | 4,477 | -7,673 | -63.2% | -$68.38万 | 减仓 |
| — | VANGUARD WELLESLEY INCOME FD | $39.50万 | 0.32% | 5,220 | 5,220 | — | $39.50万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.30万 | 0.31% | 7,592 | -58 | -0.8% | -$2,926 | 减仓 |
| ITA | ISHARES TR | $35.10万 | 0.28% | 1,450 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLESLEY INCOME FD | $31.30万 | 0.25% | 4,141 | 4,141 | — | $31.30万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.60万 | 0.25% | 527 | 527 | — | $30.60万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.60万 | 0.24% | 7,187 | -92 | -1.3% | -$3,789 | 减仓 |
| QQQ | INVESCO QQQ TR | $27.60万 | 0.22% | 375 | 375 | — | $27.60万 | 新建仓 |
| GOOG | ALPHABET INC | $27.20万 | 0.22% | 771 | 771 | — | $27.20万 | 新建仓 |
| KBDC | KAYNE ANDERSON BDC INC | $27.10万 | 0.22% | 20,079 | 0 | 0.0% | — | 不变 |
| — | VANGUARD NY TAX FREE FDS | $24.90万 | 0.20% | 2,400 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $22.90万 | 0.18% | 4,766 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $22.70万 | 0.18% | 2,010 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $22.00万 | 0.18% | 2,968 | 0 | 0.0% | — | 不变 |
| AVLC | AMERICAN CENTY ETF TR | $21.10万 | 0.17% | 2,355 | 2,355 | — | $21.10万 | 新建仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$23.20万 | 清仓 |