Kane Co Wealth Management, Inc.
JOHNSTON IA · SEC CIK 0002109915
$1.32亿2026Q2 申报市值
53持仓数
60.6%前十大占比 · 第一大 16.0%
0 / 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
DFCF 加仓+$151.91万
DFSD 加仓+$148.07万
DFGX 加仓+$58.26万
DIMENSIONAL ETF 加仓+$35.85万
DUSB 加仓+$33.13万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$146.57万
DFNM 减仓-$46.23万
AVUV 减仓-$27.95万
MUB 减仓-$27.44万
WMT 清仓-$20.62万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,659 | -100.0% | -$20.62万 | 清仓 |
| AAPL | APPLE INC | $20.26万 | 0.15% | 700 | -50 | -6.7% | -$1.45万 | 重新持有 |
| AVES | AMERICAN CENTY ETF TR | $20.85万 | 0.16% | 3,178 | -250 | -7.3% | -$1.64万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $21.92万 | 0.17% | 4,700 | -25 | -0.5% | -$1,166 | 重新持有 |
| PEP | PEPSICO INC | $22.75万 | 0.17% | 1,680 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $24.33万 | 0.18% | 2,442 | -676 | -21.7% | -$6.73万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.86万 | 0.20% | 2,163 | 1,893 | 701.1% | $22.63万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $29.98万 | 0.23% | 989 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $33.74万 | 0.26% | 8,533 | -206 | -2.4% | -$8,145 | 减仓 |
| PFFD | GLOBAL X FDS | $34.92万 | 0.26% | 18,685 | -725 | -3.7% | -$1.36万 | 减仓 |
| MUB | ISHARES TR | $37.67万 | 0.29% | 3,500 | -2,550 | -42.1% | -$27.44万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $37.94万 | 0.29% | 7,500 | -1,500 | -16.7% | -$7.59万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $40.36万 | 0.31% | 5,822 | 456 | 8.5% | $3.16万 | 加仓 |
| TLH | ISHARES TR | $44.81万 | 0.34% | 4,465 | 1,345 | 43.1% | $13.50万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $45.50万 | 0.35% | 6,204 | 9 | 0.1% | $660 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $48.00万 | 0.36% | 5,810 | -100 | -1.7% | -$8,261 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $49.89万 | 0.38% | 9,125 | 1,825 | 25.0% | $9.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.40万 | 0.50% | 1,327 | 5 | 0.4% | $2,502 | 加仓 |
| MGC | VANGUARD WORLD FD | $68.82万 | 0.52% | 2,515 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $68.97万 | 0.52% | 23,807 | 559 | 2.4% | $1.62万 | 加仓 |
| PFF | ISHARES TR | $72.64万 | 0.55% | 23,823 | -2,280 | -8.7% | -$6.95万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $73.16万 | 0.56% | 17,106 | -60 | -0.3% | -$2,566 | 减仓 |
| DE | DEERE & CO | $74.15万 | 0.56% | 1,169 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $79.64万 | 0.60% | 6,802 | 375 | 5.8% | $4.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $83.50万 | 0.63% | 8,103 | -30 | -0.4% | -$3,091 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $86.35万 | 0.66% | 15,985 | 2 | 0.0% | $108 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $92.27万 | 0.70% | 22,366 | 7,621 | 51.7% | $31.44万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $119.45万 | 0.91% | 23,524 | 6,525 | 38.4% | $33.13万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $134.13万 | 1.02% | 27,750 | -9,565 | -25.6% | -$46.23万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $134.39万 | 1.02% | 31,497 | -682 | -2.1% | -$2.91万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $140.90万 | 1.07% | 26,290 | 10,870 | 70.5% | $58.26万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $148.08万 | 1.12% | 36,826 | -418 | -1.1% | -$1.68万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $165.09万 | 1.25% | 30,314 | 5,275 | 21.1% | $28.73万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $180.59万 | 1.37% | 51,554 | 1,778 | 3.6% | $6.23万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $210.83万 | 1.60% | 51,110 | -266 | -0.5% | -$1.10万 | 减仓 |
| USFR | WISDOMTREE TR | $226.43万 | 1.72% | 44,972 | -29,111 | -39.3% | -$146.57万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $244.08万 | 1.85% | 44,370 | -780 | -1.7% | -$4.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $264.79万 | 2.01% | 63,454 | 8,590 | 15.7% | $35.85万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $282.62万 | 2.14% | 22,066 | -109 | -0.5% | -$1.40万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $303.40万 | 2.30% | 37,027 | 50 | 0.1% | $4,097 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $305.33万 | 2.32% | 89,474 | 5,956 | 7.1% | $20.32万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $320.57万 | 2.43% | 62,017 | 576 | 0.9% | $2.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $349.11万 | 2.65% | 38,275 | -1,239 | -3.1% | -$11.30万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $354.38万 | 2.69% | 88,308 | 84 | 0.1% | $3,371 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $363.93万 | 2.76% | 52,064 | -568 | -1.1% | -$3.97万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $436.63万 | 3.31% | 107,440 | 1,713 | 1.6% | $6.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $504.88万 | 3.83% | 137,045 | -556 | -0.4% | -$2.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $512.46万 | 3.89% | 62,237 | -187 | -0.3% | -$1.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $560.42万 | 4.25% | 144,475 | -652 | -0.4% | -$2.53万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $591.81万 | 4.49% | 47,436 | -2,240 | -4.5% | -$27.95万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $750.35万 | 5.69% | 201,383 | 4,100 | 2.1% | $15.28万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $799.14万 | 6.06% | 167,359 | 31,010 | 22.7% | $148.07万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,357.91万 | 10.30% | 321,704 | 35,988 | 12.6% | $151.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,114.20万 | 16.04% | 476,601 | -2,678 | -0.6% | -$11.88万 | 减仓 |