Trailhead Planners LLC
EDINA MN · SEC CIK 0002109534
$1.04亿2026Q1 申报市值
49持仓数
63.8%前十大占比 · 第一大 10.8%
1 / 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
DIMENSIONAL ETF 加仓+$49.40万
TIDAL TRUST II 加仓+$25.41万
FRDM 新建仓+$21.90万
AVLV 加仓+$19.64万
AVSU 加仓+$12.23万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$41.28万
DFIV 减仓-$20.57万
AVDV 减仓-$8.28万
DISV 减仓-$7.84万
AAPL 减仓-$6.12万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $1,123.75万 | 10.79% | 288,436 | 1,327 | 0.5% | $5.17万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,053.49万 | 10.11% | 130,690 | 2,437 | 1.9% | $19.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $937.26万 | 9.00% | 254,968 | 13,438 | 5.6% | $49.40万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $808.77万 | 7.76% | 109,404 | 1,655 | 1.5% | $12.23万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $682.11万 | 6.55% | 61,746 | 122 | 0.2% | $1.35万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $591.41万 | 5.68% | 80,304 | -114 | -0.1% | -$8,396 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $412.48万 | 3.96% | 128,019 | 3,446 | 2.8% | $11.10万 | 加仓 |
| SGOV | ISHARES TR | $367.85万 | 3.53% | 36,544 | -4,101 | -10.1% | -$41.28万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $336.06万 | 3.23% | 33,653 | -829 | -2.4% | -$8.28万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $331.23万 | 3.18% | 55,224 | 1,571 | 2.9% | $9.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $328.92万 | 3.16% | 93,870 | 719 | 0.8% | $2.52万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $265.90万 | 2.55% | 67,420 | -1,989 | -2.9% | -$7.84万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $261.62万 | 2.51% | 32,468 | 174 | 0.5% | $1.40万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $258.35万 | 2.48% | 38,810 | 520 | 1.4% | $3.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $225.12万 | 2.16% | 26,535 | -685 | -2.5% | -$5.81万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $215.66万 | 2.07% | 60,697 | 1,060 | 1.8% | $3.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $213.08万 | 2.05% | 90,098 | 4,997 | 5.9% | $11.82万 | 加仓 |
| — | TIDAL TRUST II | $190.28万 | 1.83% | 100,943 | 13,478 | 15.4% | $25.41万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $177.18万 | 1.70% | 15,936 | 181 | 1.1% | $2.01万 | 加仓 |
| AAPL | APPLE INC | $170.29万 | 1.63% | 6,710 | -241 | -3.5% | -$6.12万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $142.47万 | 1.37% | 42,075 | 1,043 | 2.5% | $3.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $112.30万 | 1.08% | 28,898 | 1,902 | 7.0% | $7.39万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $104.31万 | 1.00% | 23,119 | 430 | 1.9% | $1.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $100.06万 | 0.96% | 4,836 | -152 | -3.0% | -$3.15万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $72.54万 | 0.70% | 14,305 | 499 | 3.6% | $2.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $71.67万 | 0.69% | 11,476 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $67.80万 | 0.65% | 9,700 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $65.47万 | 0.63% | 12,404 | -3,898 | -23.9% | -$20.57万 | 减仓 |
| — | EXXON MOBIL CORP | $50.69万 | 0.49% | 2,988 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $47.98万 | 0.46% | 10,460 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $45.31万 | 0.43% | 1,412 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $44.80万 | 0.43% | 9,527 | -532 | -5.3% | -$2.50万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $43.19万 | 0.41% | 9,086 | -464 | -4.9% | -$2.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $42.51万 | 0.41% | 1,445 | -16 | -1.1% | -$4,707 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $42.31万 | 0.41% | 9,040 | 599 | 7.1% | $2.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.76万 | 0.39% | 1,206 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.88万 | 0.36% | 1,023 | -93 | -8.3% | -$3.44万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $37.78万 | 0.36% | 9,194 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $37.02万 | 0.36% | 12,686 | 396 | 3.2% | $1.16万 | 加仓 |
| GOOGL | ALPHABET INC | $35.94万 | 0.34% | 1,250 | -3 | -0.2% | -$863 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $33.05万 | 0.32% | 12,280 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $30.90万 | 0.30% | 7,439 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.01万 | 0.26% | 4,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.39万 | 0.23% | 1,171 | 13 | 1.1% | $2,708 | 加仓 |
| NVDA | NVIDIA CORPORATION | $23.07万 | 0.22% | 1,323 | -176 | -11.7% | -$3.07万 | 减仓 |
| ESGU | ISHARES TR | $22.34万 | 0.21% | 1,580 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $21.90万 | 0.21% | 4,007 | 4,007 | — | $21.90万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $21.82万 | 0.21% | 2,916 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $21.20万 | 0.20% | 4,629 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |