marrick wealth, LLC
IRVINE CA · SEC CIK 0002109850
$1.41亿2026Q2 申报市值
62持仓数
75.2%前十大占比 · 第一大 24.8%
10 / 3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
AVUS 加仓+$269.30万
AVDE 加仓+$93.29万
AVEM 加仓+$51.92万
VTI 新建仓+$51.40万
QQQ 新建仓+$51.25万
2026Q2 卖出最多 按季末市值估算
TCBK 减仓-$26.80万
AMD 清仓-$23.60万
DFIC 减仓-$14.46万
AVES 减仓-$10.63万
DFEM 减仓-$4.19万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,160 | -100.0% | -$23.60万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.64万 | 清仓 |
| — | AMERICAN BITCOIN CORP. | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,244 | 清仓 |
| V | VISA INC | $20.07万 | 0.14% | 585 | -14 | -2.3% | -$4,803 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $20.21万 | 0.14% | 1,061 | 1,061 | — | $20.21万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $21.72万 | 0.15% | 7,500 | -127 | -1.7% | -$3,678 | 重新持有 |
| CSCO | CISCO SYS INC | $24.43万 | 0.17% | 2,080 | 2,080 | — | $24.43万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $24.91万 | 0.18% | 3,418 | 3,418 | — | $24.91万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.47万 | 0.18% | 1,863 | 1,863 | — | $25.47万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.79万 | 0.18% | 788 | -3 | -0.4% | -$982 | 减仓 |
| ABBV | ABBVIE INC | $25.87万 | 0.18% | 1,028 | -5 | -0.5% | -$1,258 | 减仓 |
| KLAC | KLA CORP | $26.10万 | 0.19% | 865 | 865 | — | $26.10万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.46万 | 0.19% | 7,820 | 7,820 | — | $26.46万 | 新建仓 |
| LLY | ELI LILLY & CO | $26.75万 | 0.19% | 223 | 6 | 2.8% | $7,197 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $27.88万 | 0.20% | 298 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $30.30万 | 0.22% | 538 | -1 | -0.2% | -$563 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $32.15万 | 0.23% | 6,733 | 420 | 6.7% | $2.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.35万 | 0.23% | 1,367 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP | $32.90万 | 0.23% | 10,000 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $33.83万 | 0.24% | 7,255 | -3 | -0.0% | -$140 | 减仓 |
| AVGO | BROADCOM INC | $33.88万 | 0.24% | 897 | 28 | 3.2% | $1.06万 | 加仓 |
| TSLA | TESLA INC | $34.66万 | 0.25% | 824 | -13 | -1.6% | -$5,468 | 减仓 |
| VO | VANGUARD INDEX FDS | $34.74万 | 0.25% | 4,312 | 432 | 11.1% | $3.48万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $35.05万 | 0.25% | 8,498 | -436 | -4.9% | -$1.80万 | 减仓 |
| IWM | ISHARES TR | $37.20万 | 0.26% | 1,238 | 1,238 | — | $37.20万 | 新建仓 |
| AVSF | AMERICAN CENTY ETF TR | $41.85万 | 0.30% | 8,986 | 1,977 | 28.2% | $9.21万 | 加仓 |
| GOOG | ALPHABET INC | $41.87万 | 0.30% | 1,185 | 19 | 1.6% | $6,714 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.93万 | 0.30% | 858 | -1 | -0.1% | -$500 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $45.36万 | 0.32% | 393 | 393 | — | $45.36万 | 新建仓 |
| IJH | ISHARES TR | $48.56万 | 0.34% | 6,297 | 812 | 14.8% | $6.26万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $49.06万 | 0.35% | 7,478 | -1,620 | -17.8% | -$10.63万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.29万 | 0.36% | 715 | 227 | 46.5% | $15.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.25万 | 0.36% | 696 | 696 | — | $51.25万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $51.40万 | 0.36% | 1,389 | 1,389 | — | $51.40万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $53.17万 | 0.38% | 1,227 | 9 | 0.7% | $3,900 | 加仓 |
| AMZN | AMAZON COM INC | $60.37万 | 0.43% | 2,533 | 300 | 13.4% | $7.15万 | 加仓 |
| TCBK | TRICO BANCSHARES | $61.59万 | 0.44% | 11,438 | -4,976 | -30.3% | -$26.80万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $63.53万 | 0.45% | 7,674 | 49 | 0.6% | $4,057 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $67.44万 | 0.48% | 13,266 | 78 | 0.6% | $3,965 | 加仓 |
| GOOGL | ALPHABET INC | $68.87万 | 0.49% | 1,927 | 159 | 9.0% | $5.68万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $72.38万 | 0.51% | 7,303 | 217 | 3.1% | $2.15万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $92.86万 | 0.66% | 11,333 | -6 | -0.1% | -$492 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $98.03万 | 0.70% | 37,472 | 20 | 0.1% | $523 | 加仓 |
| MSFT | MICROSOFT CORP | $99.14万 | 0.70% | 2,658 | 67 | 2.6% | $2.50万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $99.91万 | 0.71% | 24,583 | -1,032 | -4.0% | -$4.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $112.30万 | 0.80% | 9,001 | 22 | 0.2% | $2,745 | 加仓 |
| VOO | VANGUARD INDEX FDS | $114.29万 | 0.81% | 1,664 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $120.84万 | 0.86% | 14,676 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $127.54万 | 0.91% | 25,416 | 1,567 | 6.6% | $7.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $131.95万 | 0.94% | 6,594 | 961 | 17.1% | $19.23万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $163.36万 | 1.16% | 56,390 | 4,521 | 8.7% | $13.10万 | 加仓 |
| IVV | ISHARES TR | $190.49万 | 1.35% | 2,544 | 179 | 7.6% | $13.40万 | 加仓 |
| AAPL | APPLE INC | $193.12万 | 1.37% | 6,674 | 52 | 0.8% | $1.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.81万 | 1.47% | 25,227 | 2,517 | 11.1% | $20.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $241.50万 | 1.71% | 34,550 | 59 | 0.2% | $4,124 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $253.63万 | 1.80% | 53,531 | 792 | 1.5% | $3.75万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $266.42万 | 1.89% | 27,612 | 5,381 | 24.2% | $51.92万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $266.77万 | 1.89% | 64,421 | 6,328 | 10.9% | $26.20万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $292.68万 | 2.08% | 78,550 | -3,882 | -4.7% | -$14.46万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $493.50万 | 3.50% | 90,617 | 1,807 | 2.0% | $9.84万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $772.86万 | 5.49% | 86,643 | 10,459 | 13.7% | $93.29万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $800.72万 | 5.69% | 189,699 | 4,919 | 2.7% | $20.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,507.00万 | 10.70% | 117,661 | 21,026 | 21.8% | $269.30万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,449.67万 | 17.39% | 664,948 | 11,898 | 1.8% | $43.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,486.18万 | 24.75% | 785,884 | 2,082 | 0.3% | $9.24万 | 加仓 |