Kane Co Wealth Management, Inc.
JOHNSTON IA · SEC CIK 0002109915
$1.19亿2026Q1 申报市值
51持仓数
60.1%前十大占比 · 第一大 15.7%
4 / 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
DFCF 加仓+$62.68万
DFGX 加仓+$60.82万
DFNM 加仓+$45.65万
DIMENSIONAL ETF 加仓+$36.57万
AMERICAN CENTY E 新建仓+$34.03万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$18.68万
DIMENSIONAL ETF 减仓-$15.81万
DFUV 减仓-$13.59万
DFAU 减仓-$13.05万
DFAI 减仓-$12.83万
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 | $1,862.48万 | 15.71% | 479,279 | -4,068 | -0.8% | -$15.81万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,206.29万 | 10.17% | 285,716 | 14,846 | 5.5% | $62.68万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $700.95万 | 5.91% | 197,283 | 3,163 | 1.6% | $11.24万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $652.84万 | 5.51% | 136,349 | 308 | 0.2% | $1.47万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $548.77万 | 4.63% | 49,676 | 1,732 | 3.6% | $19.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $508.53万 | 4.29% | 145,127 | 7,603 | 5.5% | $26.64万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $467.43万 | 3.94% | 137,601 | -5,500 | -3.8% | -$18.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $444.02万 | 3.74% | 62,424 | 534 | 0.9% | $3.80万 | 加仓 |
| USFR | WISDOMTREE TR | $372.94万 | 3.14% | 74,083 | -1,098 | -1.5% | -$5.53万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $365.29万 | 3.08% | 105,727 | 6,031 | 6.0% | $20.84万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $347.95万 | 2.93% | 88,224 | -1,264 | -1.4% | -$4.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $328.69万 | 2.77% | 52,632 | -1,145 | -2.1% | -$7.15万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $318.53万 | 2.69% | 39,514 | 852 | 2.2% | $6.87万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $277.22万 | 2.34% | 61,441 | -2,893 | -4.5% | -$13.05万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $269.09万 | 2.27% | 83,518 | 7,329 | 9.6% | $23.61万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $262.20万 | 2.21% | 36,977 | -1,165 | -3.1% | -$8.26万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $246.54万 | 2.08% | 22,175 | 3,047 | 15.9% | $33.88万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $218.80万 | 1.85% | 45,150 | -2,804 | -5.8% | -$13.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $201.68万 | 1.70% | 54,864 | 9,947 | 22.1% | $36.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $200.16万 | 1.69% | 51,376 | -3,292 | -6.0% | -$12.83万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $178.85万 | 1.51% | 37,315 | 9,525 | 34.3% | $45.65万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $167.60万 | 1.41% | 49,776 | -191 | -0.4% | -$6,431 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $135.19万 | 1.14% | 25,039 | 2,710 | 12.1% | $14.63万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $126.11万 | 1.06% | 37,244 | 476 | 1.3% | $1.61万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $115.14万 | 0.97% | 32,179 | 443 | 1.4% | $1.59万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $86.20万 | 0.73% | 16,999 | 2,775 | 19.5% | $14.07万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $84.36万 | 0.71% | 15,983 | -970 | -5.7% | -$5.12万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $81.22万 | 0.68% | 8,133 | 24 | 0.3% | $2,397 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $80.88万 | 0.68% | 15,420 | 11,595 | 303.1% | $60.82万 | 加仓 |
| PFF | ISHARES TR | $79.14万 | 0.67% | 26,103 | -700 | -2.6% | -$2.12万 | 减仓 |
| BOXX | EA SERIES TRUST | $74.74万 | 0.63% | 6,427 | -125 | -1.9% | -$1.45万 | 减仓 |
| DE | DEERE & CO | $65.85万 | 0.56% | 1,169 | -19 | -1.6% | -$1.07万 | 减仓 |
| MUB | ISHARES TR | $64.22万 | 0.54% | 6,050 | 1,350 | 28.7% | $14.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.35万 | 0.53% | 1,322 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $61.79万 | 0.52% | 23,248 | 2,376 | 11.4% | $6.32万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $61.52万 | 0.52% | 14,745 | 4,162 | 39.3% | $17.36万 | 加仓 |
| MGC | VANGUARD WORLD FD | $59.44万 | 0.50% | 2,515 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $58.00万 | 0.49% | 17,166 | 1,332 | 8.4% | $4.50万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $44.90万 | 0.38% | 9,000 | -1,000 | -10.0% | -$4.99万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $39.52万 | 0.33% | 7,300 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $38.60万 | 0.33% | 6,195 | 570 | 10.1% | $3.55万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $38.33万 | 0.32% | 5,910 | 525 | 9.7% | $3.41万 | 加仓 |
| PFFD | GLOBAL X FDS | $35.71万 | 0.30% | 19,410 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $34.03万 | 0.29% | 5,366 | 5,366 | — | $34.03万 | 新建仓 |
| TLH | ISHARES TR | $31.42万 | 0.26% | 3,120 | 3,120 | — | $31.42万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $31.21万 | 0.26% | 8,739 | -449 | -4.9% | -$1.60万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.90万 | 0.24% | 3,118 | -366 | -10.5% | -$3.27万 | 减仓 |
| PEP | PEPSICO INC | $26.09万 | 0.22% | 1,680 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $25.91万 | 0.22% | 989 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.62万 | 0.17% | 1,659 | 1,659 | — | $20.62万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $20.56万 | 0.17% | 3,428 | 3,428 | — | $20.56万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |