Timmons Wealth Management, LLC
ATTLEBORO MA · SEC CIK 0002110045
$1.37亿2026Q2 申报市值
73持仓数
82.1%前十大占比 · 第一大 23.6%
8 / 8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
VCRB 新建仓+$1,234.39万
AVUS 新建仓+$733.80万
VCRM 新建仓+$477.49万
NEAR 加仓+$354.57万
VSDM 加仓+$229.53万
2026Q2 卖出最多 按季末市值估算
CGCB 减仓-$636.34万
VTI 减仓-$217.27万
JMUB 减仓-$125.60万
SPY 减仓-$67.28万
IEMG 减仓-$43.81万
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 |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | $0 | 0.00% | 0 | -810 | -100.0% | -$5.35万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -444 | -100.0% | -$3.48万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -98 | -100.0% | -$2.96万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -321 | -100.0% | -$2.89万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -92 | -100.0% | -$6,457 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -46 | -100.0% | -$3,707 | 清仓 |
| — | SOLUNA HOLDINGS INC | $0 | 0.00% | 0 | -195 | -100.0% | -$138 | 清仓 |
| USMV | ISHARES TR | $34 | 0.00% | 0 | 0 | — | -$33 | 清仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,879 | 0.00% | 11 | 11 | — | $1,879 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,729 | 0.00% | 77 | 18 | 30.5% | $872 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6,186 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | DFA INVT DIMENSIONS GROUP IN | $6,719 | 0.00% | 110 | 110 | — | $6,719 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $7,097 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9,399 | 0.01% | 8 | -6 | -42.9% | -$7,049 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.25万 | 0.01% | 232 | -3 | -1.3% | -$162 | 减仓 |
| IXUS | ISHARES TR | $1.30万 | 0.01% | 137 | 2 | 1.5% | $190 | 加仓 |
| IVE | ISHARES TR | $1.47万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.70万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.87万 | 0.01% | 224 | -69 | -23.5% | -$5,768 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.19万 | 0.02% | 67 | -16 | -19.3% | -$5,237 | 减仓 |
| IVW | ISHARES TR | $2.21万 | 0.02% | 161 | 1 | 0.6% | $137 | 加仓 |
| — | ISHARES TR | $2.69万 | 0.02% | 464 | -75 | -13.9% | -$4,347 | 减仓 |
| NUSC | NUSHARES ETF TR | $2.72万 | 0.02% | 522 | 144 | 38.1% | $7,501 | 加仓 |
| MSFT | MICROSOFT CORP | $2.80万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $3.25万 | 0.02% | 810 | 25 | 3.2% | $1,003 | 加仓 |
| VO | VANGUARD INDEX FDS | $3.47万 | 0.03% | 431 | -1 | -0.2% | -$81 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.64万 | 0.03% | 154 | 154 | — | $3.64万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $3.65万 | 0.03% | 400 | 400 | — | $3.65万 | 新建仓 |
| DE | DEERE & CO | $3.93万 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $4.03万 | 0.03% | 444 | -43 | -8.8% | -$3,901 | 减仓 |
| IJH | ISHARES TR | $4.25万 | 0.03% | 551 | -14 | -2.5% | -$1,079 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $4.36万 | 0.03% | 967 | 69 | 7.7% | $3,112 | 加仓 |
| ABBV | ABBVIE INC | $4.41万 | 0.03% | 175 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $4.68万 | 0.03% | 548 | 74 | 15.6% | $6,321 | 加仓 |
| IWB | ISHARES TR | $4.81万 | 0.04% | 118 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.98万 | 0.04% | 1,797 | -166 | -8.5% | -$4,597 | 减仓 |
| BAC | BANK OF AMER CORP | $5.23万 | 0.04% | 918 | -571 | -38.3% | -$3.25万 | 减仓 |
| ITOT | ISHARES TR | $5.28万 | 0.04% | 321 | 1 | 0.3% | $164 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $5.47万 | 0.04% | 643 | 6 | 0.9% | $510 | 加仓 |
| GIS | GENERAL MILLS INC | $5.62万 | 0.04% | 1,615 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5.80万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.83万 | 0.04% | 834 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $5.91万 | 0.04% | 1,176 | 1,176 | — | $5.91万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6.16万 | 0.05% | 1,032 | 975 | 1,710.5% | $5.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.20万 | 0.05% | 1,487 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $7.14万 | 0.05% | 191 | -6 | -3.0% | -$2,241 | 减仓 |
| AAPL | APPLE INC | $7.29万 | 0.05% | 252 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $9.24万 | 0.07% | 99 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $9.76万 | 0.07% | 2,093 | -956 | -31.4% | -$4.46万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $10.02万 | 0.07% | 1,337 | -101 | -7.0% | -$7,569 | 减仓 |
| VV | VANGUARD INDEX FDS | $10.33万 | 0.08% | 300 | -5 | -1.6% | -$1,721 | 减仓 |
| IWF | ISHARES TR | $10.45万 | 0.08% | 841 | 1 | 0.1% | $124 | 加仓 |
| GOOGL | ALPHABET INC | $12.17万 | 0.09% | 341 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $14.49万 | 0.11% | 1,395 | 22 | 1.6% | $2,285 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $14.65万 | 0.11% | 577 | -48 | -7.7% | -$1.22万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $22.38万 | 0.16% | 5,639 | -1,538 | -21.4% | -$6.10万 | 减仓 |
| XVV | ISHARES TR | $28.00万 | 0.20% | 4,931 | -122 | -2.4% | -$6,928 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $33.51万 | 0.25% | 12,801 | -243,063 | -95.0% | -$636.34万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $40.08万 | 0.29% | 7,912 | -24,796 | -75.8% | -$125.60万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.36万 | 0.36% | 15,566 | -1,474 | -8.7% | -$4.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $54.90万 | 0.40% | 799 | 276 | 52.8% | $18.96万 | 加仓 |
| IVV | ISHARES TR | $69.58万 | 0.51% | 929 | -12 | -1.3% | -$8,988 | 减仓 |
| PYLD | PIMCO ETF TR | $69.79万 | 0.51% | 26,317 | 16,067 | 156.8% | $42.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $86.22万 | 0.63% | 10,009 | -653 | -6.1% | -$5.62万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $92.37万 | 0.68% | 16,017 | -980 | -5.8% | -$5.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $119.33万 | 0.87% | 3,225 | -5,872 | -64.5% | -$217.27万 | 减仓 |
| SGOV | ISHARES TR | $138.17万 | 1.01% | 13,725 | 4,787 | 53.6% | $48.19万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $288.40万 | 2.11% | 37,636 | 29,953 | 389.9% | $229.53万 | 加仓 |
| EFG | ISHARES TR | $350.61万 | 2.56% | 28,180 | 1,218 | 4.5% | $15.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $359.93万 | 2.63% | 76,257 | 425 | 0.6% | $2.01万 | 加仓 |
| IEMG | ISHARES INC | $411.69万 | 3.01% | 49,697 | -5,289 | -9.6% | -$43.81万 | 减仓 |
| VB | VANGUARD INDEX FDS | $437.30万 | 3.20% | 14,426 | 64 | 0.4% | $1.94万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $477.49万 | 3.49% | 62,499 | 62,499 | — | $477.49万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $509.09万 | 3.72% | 96,491 | -4,779 | -4.7% | -$25.21万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $651.18万 | 4.76% | 74,098 | 898 | 1.2% | $7.89万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $733.80万 | 5.37% | 57,292 | 57,292 | — | $733.80万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $1,234.39万 | 9.03% | 159,827 | 159,827 | — | $1,234.39万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,268.06万 | 9.28% | 177,973 | -2,100 | -1.2% | -$14.96万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,282.14万 | 9.38% | 412,264 | -11,457 | -2.7% | -$35.63万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,408.70万 | 10.30% | 278,069 | 69,990 | 33.6% | $354.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,223.65万 | 23.58% | 43,168 | -901 | -2.0% | -$67.28万 | 减仓 |