marrick wealth, LLC
IRVINE CA · SEC CIK 0002109850
$1.19亿2026Q1 申报市值
52持仓数
77.6%前十大占比 · 第一大 25.6%
3 / 3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
DFUS 加仓+$40.40万
AMD 新建仓+$23.60万
AVGE 加仓+$22.71万
DIMENSIONAL ETF 加仓+$17.31万
AVRE 加仓+$9.04万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$118.21万
SPY 清仓-$34.50万
SPYG 清仓-$26.59万
DIMENSIONAL ETF 减仓-$24.54万
AVIG 减仓-$24.10万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,045.85万 | 25.61% | 783,802 | -6,314 | -0.8% | -$24.54万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,218.41万 | 18.66% | 653,050 | 1,068 | 0.2% | $3.63万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,074.39万 | 9.03% | 96,635 | 718 | 0.7% | $7.98万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $780.14万 | 6.56% | 184,780 | -626 | -0.3% | -$2.64万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $646.35万 | 5.44% | 76,184 | -436 | -0.6% | -$3.70万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $479.49万 | 4.03% | 88,810 | 1,217 | 1.4% | $6.57万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $292.88万 | 2.46% | 82,432 | -1,075 | -1.3% | -$3.82万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $241.32万 | 2.03% | 58,093 | -5,802 | -9.1% | -$24.10万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $232.16万 | 1.95% | 52,739 | 2,053 | 4.1% | $9.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $215.40万 | 1.81% | 34,491 | -528 | -1.5% | -$3.30万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $179.14万 | 1.51% | 22,231 | -776 | -3.4% | -$6.25万 | 减仓 |
| AAPL | APPLE INC | $168.06万 | 1.41% | 6,622 | -46 | -0.7% | -$1.17万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $163.69万 | 1.38% | 22,710 | 2,401 | 11.8% | $17.31万 | 加仓 |
| IVV | ISHARES TR | $154.45万 | 1.30% | 2,365 | -1,810 | -43.4% | -$118.21万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $137.87万 | 1.16% | 51,869 | 973 | 1.9% | $2.59万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $118.89万 | 1.00% | 23,849 | -1,392 | -5.5% | -$6.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $104.39万 | 0.88% | 14,676 | -169 | -1.1% | -$1.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $99.43万 | 0.84% | 1,664 | -230 | -12.1% | -$13.74万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $99.19万 | 0.83% | 8,979 | 26 | 0.3% | $2,872 | 加仓 |
| NVDA | NVIDIA CORPORATION | $98.24万 | 0.83% | 5,633 | -609 | -9.8% | -$10.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $95.90万 | 0.81% | 2,591 | 11 | 0.4% | $4,071 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $88.57万 | 0.74% | 37,452 | 125 | 0.3% | $2,956 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $88.50万 | 0.74% | 25,615 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $80.40万 | 0.68% | 11,339 | 5,698 | 101.0% | $40.40万 | 加仓 |
| TCBK | TRICO BANCSHARES | $78.03万 | 0.66% | 16,414 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $66.01万 | 0.56% | 13,188 | 905 | 7.4% | $4.53万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $62.37万 | 0.52% | 7,086 | 2,580 | 57.3% | $22.71万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $56.25万 | 0.47% | 7,625 | 333 | 4.6% | $2.46万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $54.57万 | 0.46% | 9,098 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.84万 | 0.43% | 1,768 | 29 | 1.7% | $8,339 | 加仓 |
| AMZN | AMAZON COM INC | $46.51万 | 0.39% | 2,233 | -136 | -5.7% | -$2.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.16万 | 0.35% | 859 | -18 | -2.1% | -$8,626 | 减仓 |
| IJH | ISHARES TR | $37.04万 | 0.31% | 5,485 | -2,918 | -34.7% | -$19.71万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $34.81万 | 0.29% | 8,934 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.45万 | 0.28% | 1,166 | -15 | -1.3% | -$4,303 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $32.80万 | 0.28% | 7,009 | -49 | -0.7% | -$2,293 | 减仓 |
| TSLA | TESLA INC | $31.12万 | 0.26% | 837 | -18 | -2.1% | -$6,692 | 减仓 |
| META | META PLATFORMS INC | $30.84万 | 0.26% | 539 | 12 | 2.3% | $6,866 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $30.23万 | 0.25% | 6,313 | -2,331 | -27.0% | -$11.16万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.10万 | 0.25% | 488 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $29.82万 | 0.25% | 7,258 | -120 | -1.6% | -$4,931 | 减仓 |
| BCML | BAYCOM CORP | $29.73万 | 0.25% | 10,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.69万 | 0.25% | 298 | -20 | -6.3% | -$1.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.40万 | 0.25% | 1,367 | -727 | -34.7% | -$15.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.86万 | 0.23% | 970 | -687 | -41.5% | -$19.73万 | 减仓 |
| AVGO | BROADCOM INC | $26.90万 | 0.23% | 869 | -281 | -24.4% | -$8.70万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $26.02万 | 0.22% | 1,218 | 15 | 1.2% | $3,205 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.60万 | 0.20% | 1,160 | 1,160 | — | $23.60万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.27万 | 0.20% | 791 | -27 | -3.3% | -$7,942 | 减仓 |
| ABBV | ABBVIE INC | $22.47万 | 0.19% | 1,033 | -27 | -2.5% | -$5,872 | 减仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.64万 | 0.02% | 15,000 | 15,000 | — | $2.64万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $9,244 | 0.01% | 10,000 | 10,000 | — | $9,244 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -506 | -100.0% | -$34.50万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,492 | -100.0% | -$26.59万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,442 | -100.0% | -$20.69万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |