Timmons Wealth Management, LLC
ATTLEBORO MA · SEC CIK 0002110045
$1.06亿2026Q1 申报市值
72持仓数
85.8%前十大占比 · 第一大 27.2%
3 / 5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
NEAR 加仓+$181.16万
CGCB 加仓+$148.42万
SGOV 加仓+$72.86万
SPYM 加仓+$38.68万
FNDX 加仓+$32.99万
2026Q1 卖出最多 按季末市值估算
FNDF 减仓-$29.90万
SCHD 减仓-$14.79万
EXXON MOBIL CORP 清仓-$10.77万
TRV 清仓-$9.28万
MDY 减仓-$4.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,865.99万 | 27.16% | 44,069 | 82 | 0.2% | $5.33万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,180.06万 | 11.18% | 423,721 | 11,847 | 2.9% | $32.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,153.91万 | 10.94% | 180,073 | 3,311 | 1.9% | $21.22万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,057.77万 | 10.02% | 208,079 | 35,636 | 20.7% | $181.16万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $671.90万 | 6.37% | 255,864 | 56,521 | 28.4% | $148.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $560.27万 | 5.31% | 73,200 | 5,053 | 7.4% | $38.68万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $495.52万 | 4.70% | 101,270 | -6,110 | -5.7% | -$29.90万 | 减仓 |
| IEMG | ISHARES INC | $383.53万 | 3.63% | 54,986 | 649 | 1.2% | $4.53万 | 加仓 |
| VB | VANGUARD INDEX FDS | $376.17万 | 3.57% | 14,362 | 280 | 2.0% | $7.33万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $304.77万 | 2.89% | 75,832 | 3,312 | 4.6% | $13.31万 | 加仓 |
| EFG | ISHARES TR | $300.28万 | 2.85% | 26,962 | 630 | 2.4% | $7.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $291.85万 | 2.77% | 9,097 | 160 | 1.8% | $5.13万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $163.51万 | 1.55% | 32,708 | 378 | 1.2% | $1.89万 | 加仓 |
| SGOV | ISHARES TR | $89.97万 | 0.85% | 8,938 | 7,238 | 425.8% | $72.86万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $82.13万 | 0.78% | 16,997 | 1,683 | 11.0% | $8.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.61万 | 0.74% | 1,777 | -34 | -1.9% | -$1.49万 | 减仓 |
| IVV | ISHARES TR | $61.45万 | 0.58% | 941 | -7 | -0.7% | -$4,571 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $58.61万 | 0.56% | 7,683 | 4,292 | 126.6% | $32.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.28万 | 0.50% | 17,040 | -4,821 | -22.1% | -$14.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.24万 | 0.30% | 523 | 47 | 9.9% | $2.81万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $27.46万 | 0.26% | 7,177 | -600 | -7.7% | -$2.30万 | 减仓 |
| PYLD | PIMCO ETF TR | $26.86万 | 0.25% | 10,250 | 1,897 | 22.7% | $4.97万 | 加仓 |
| XVV | ISHARES TR | $24.87万 | 0.24% | 5,053 | 90 | 1.8% | $4,430 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $15.28万 | 0.14% | 625 | -28 | -4.3% | -$6,844 | 减仓 |
| EFA | ISHARES TR | $13.34万 | 0.13% | 1,373 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $12.53万 | 0.12% | 3,049 | 47 | 1.6% | $1,931 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9.84万 | 0.09% | 99 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $9.79万 | 0.09% | 341 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $9.65万 | 0.09% | 1,438 | -317 | -18.1% | -$2.13万 | 减仓 |
| VV | VANGUARD INDEX FDS | $9.13万 | 0.09% | 305 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $8.97万 | 0.09% | 210 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $7.26万 | 0.07% | 1,489 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $6.40万 | 0.06% | 252 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $6.01万 | 0.06% | 1,615 | -110 | -6.4% | -$4,094 | 减仓 |
| GE | GE AEROSPACE | $5.59万 | 0.05% | 197 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.46万 | 0.05% | 1,487 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $5.35万 | 0.05% | 810 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.21万 | 0.05% | 834 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.86万 | 0.05% | 1,963 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.65万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $4.63万 | 0.04% | 637 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4.56万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $4.19万 | 0.04% | 118 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $3.85万 | 0.04% | 487 | -2 | -0.4% | -$158 | 减仓 |
| IJH | ISHARES TR | $3.81万 | 0.04% | 565 | 2 | 0.4% | $135 | 加仓 |
| ABBV | ABBVIE INC | $3.81万 | 0.04% | 175 | -24 | -12.1% | -$5,227 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $3.81万 | 0.04% | 898 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.65万 | 0.03% | 474 | 1 | 0.2% | $77 | 加仓 |
| DE | DEERE & CO | $3.49万 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.48万 | 0.03% | 444 | 39 | 9.6% | $3,058 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3.10万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3.09万 | 0.03% | 108 | 1 | 0.9% | $286 | 加仓 |
| V | VISA INC | $2.96万 | 0.03% | 98 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $2.89万 | 0.03% | 321 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2.78万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.58万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $2.44万 | 0.02% | 83 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.20万 | 0.02% | 293 | 1 | 0.3% | $75 | 加仓 |
| IVW | ISHARES TR | $1.81万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.75万 | 0.02% | 464 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $1.70万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.37万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $1.24万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.22万 | 0.01% | 14 | -3 | -17.6% | -$2,619 | 减仓 |
| IXUS | ISHARES TR | $1.17万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $6,723 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $6,457 | 0.01% | 92 | -14 | -13.2% | -$983 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5,412 | 0.01% | 9 | -75 | -89.3% | -$4.51万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,707 | 0.00% | 46 | 46 | — | $3,707 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,081 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,835 | 0.00% | 59 | 59 | — | $2,835 | 新建仓 |
| — | SOLUNA HOLDINGS INC | $138 | 0.00% | 195 | 195 | — | $138 | 新建仓 |
| USMV | ISHARES TR | $33 | 0.00% | 0 | 0 | — | -$34 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -895 | -100.0% | -$10.77万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -320 | -100.0% | -$9.28万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -66 | -100.0% | -$2.62万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -42 | -100.0% | -$3,453 | 清仓 |