Trailhead Planners LLC
EDINA MN · SEC CIK 0002109534
$1.03亿2026Q2 申报市值
57持仓数
58.9%前十大占比 · 第一大 10.5%
10 / 5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
BRK/A 新建仓+$449.31万
VTV 新建仓+$168.31万
TIDAL TRUST II 加仓+$87.12万
VOE 新建仓+$73.69万
VBR 新建仓+$68.55万
2026Q2 卖出最多 按季末市值估算
AVSU 减仓-$506.68万
AVSD 减仓-$303.40万
AVSE 减仓-$162.62万
SGOV 减仓-$162.03万
AVLV 减仓-$128.65万
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 |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,700 | -100.0% | -$67.80万 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,280 | -100.0% | -$33.05万 | 清仓 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,439 | -100.0% | -$30.90万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,580 | -100.0% | -$22.34万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,629 | -100.0% | -$21.20万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.02万 | 0.20% | 420 | 9 | 2.2% | $4,504 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $21.29万 | 0.21% | 310 | 310 | — | $21.29万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $22.58万 | 0.22% | 2,916 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.05万 | 0.22% | 2,676 | 2,230 | 500.0% | $19.21万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $24.86万 | 0.24% | 1,611 | 1,611 | — | $24.86万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $26.20万 | 0.25% | 227 | 227 | — | $26.20万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $26.71万 | 0.26% | 363 | 363 | — | $26.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.10万 | 0.26% | 652 | 1 | 0.2% | $416 | 重新持有 |
| FRDM | EA SERIES TRUST | $29.21万 | 0.28% | 4,007 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $29.41万 | 0.28% | 1,234 | 63 | 5.4% | $1.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $29.99万 | 0.29% | 1,499 | 176 | 13.3% | $3.52万 | 加仓 |
| IJH | ISHARES TR | $30.84万 | 0.30% | 4,000 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $32.40万 | 0.31% | 4,232 | 4,232 | — | $32.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $34.29万 | 0.33% | 919 | -104 | -10.2% | -$3.88万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $37.28万 | 0.36% | 6,685 | -3,775 | -36.1% | -$21.05万 | 减仓 |
| ESML | ISHARES TR | $37.78万 | 0.37% | 6,755 | -2,772 | -29.1% | -$15.50万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $38.17万 | 0.37% | 8,197 | -843 | -9.3% | -$3.93万 | 减仓 |
| GOOGL | ALPHABET INC | $39.13万 | 0.38% | 1,095 | -155 | -12.4% | -$5.54万 | 减仓 |
| — | EXXON MOBIL CORP | $41.06万 | 0.40% | 3,003 | 15 | 0.5% | $2,051 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $43.30万 | 0.42% | 9,285 | 91 | 1.0% | $4,243 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $49.03万 | 0.47% | 10,269 | 10,269 | — | $49.03万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.09万 | 0.47% | 9,086 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.51万 | 0.49% | 1,543 | 98 | 6.8% | $3.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.78万 | 0.51% | 1,426 | 14 | 1.0% | $5,182 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.59万 | 0.56% | 1,206 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $67.01万 | 0.65% | 12,404 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $68.55万 | 0.66% | 2,821 | 2,821 | — | $68.55万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $73.69万 | 0.71% | 3,729 | 3,729 | — | $73.69万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $79.87万 | 0.77% | 4,818 | -18 | -0.4% | -$2,984 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $80.22万 | 0.78% | 11,476 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $84.56万 | 0.82% | 29,149 | 16,463 | 129.8% | $47.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $91.72万 | 0.89% | 7,161 | -8,775 | -55.1% | -$112.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $95.99万 | 0.93% | 21,638 | -7,260 | -25.1% | -$32.21万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $116.29万 | 1.12% | 22,497 | -622 | -2.7% | -$3.22万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $127.49万 | 1.23% | 31,706 | -10,369 | -24.6% | -$41.69万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $139.74万 | 1.35% | 27,519 | 13,214 | 92.4% | $67.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $143.60万 | 1.39% | 16,099 | -10,436 | -39.3% | -$93.09万 | 减仓 |
| AAPL | APPLE INC | $144.01万 | 1.39% | 4,977 | -1,733 | -25.8% | -$50.15万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $154.99万 | 1.50% | 18,939 | -19,871 | -51.2% | -$162.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $168.31万 | 1.63% | 7,723 | 7,723 | — | $168.31万 | 新建仓 |
| SGOV | ISHARES TR | $205.86万 | 1.99% | 20,449 | -16,095 | -44.0% | -$162.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $220.10万 | 2.13% | 84,136 | -5,962 | -6.6% | -$15.60万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $226.08万 | 2.19% | 60,676 | -21 | -0.0% | -$782 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $228.54万 | 2.21% | 56,949 | -10,471 | -15.5% | -$42.02万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $261.14万 | 2.53% | 27,064 | -5,404 | -16.6% | -$52.14万 | 减仓 |
| — | TIDAL TRUST II | $279.31万 | 2.70% | 146,697 | 45,754 | 45.3% | $87.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $317.78万 | 3.07% | 81,924 | -11,946 | -12.7% | -$46.34万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $322.54万 | 3.12% | 31,299 | -2,354 | -7.0% | -$24.26万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $328.83万 | 3.18% | 50,126 | -5,098 | -9.2% | -$33.44万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $338.10万 | 3.27% | 42,324 | -37,980 | -47.3% | -$303.40万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $390.64万 | 3.78% | 114,472 | -13,547 | -10.6% | -$46.23万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 4.34% | 6 | 6 | — | $449.31万 | 新建仓 |
| AVSU | AMERICAN CENTY ETF TR | $461.76万 | 4.46% | 52,165 | -57,239 | -52.3% | -$506.68万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $683.25万 | 6.61% | 54,765 | -6,981 | -11.3% | -$87.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $964.40万 | 9.32% | 231,104 | -23,864 | -9.4% | -$99.58万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,063.37万 | 10.28% | 116,585 | -14,105 | -10.8% | -$128.65万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,090.51万 | 10.54% | 264,365 | -24,071 | -8.3% | -$99.29万 | 减仓 |