Prism Planning Partners LLC
LIBERTYVILLE IL · SEC CIK 0002110534
$9,448.21万2026Q2 申报市值
35持仓数
85.7%前十大占比 · 第一大 30.3%
3 / 10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
ITOT 加仓+$86.88万
VGIT 加仓+$47.24万
IDEV 加仓+$36.61万
DFUV 加仓+$23.57万
DFUS 加仓+$23.02万
2026Q2 卖出最多 按季末市值估算
VZ 清仓-$22.86万
WMT 清仓-$21.67万
DIS 清仓-$16.87万
GOOG 清仓-$14.52万
HD 清仓-$13.66万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,863.27万 | 30.30% | 174,303 | 5,289 | 3.1% | $86.88万 | 加仓 |
| IDEV | ISHARES TR | $1,136.91万 | 12.03% | 127,728 | 4,113 | 3.3% | $36.61万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $996.77万 | 10.55% | 169,001 | 8,009 | 5.0% | $47.24万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $602.57万 | 6.38% | 148,271 | 1,180 | 0.8% | $4.80万 | 加仓 |
| BSVO | EA SERIES TRUST | $592.96万 | 6.28% | 203,141 | 3,443 | 1.7% | $10.05万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $553.94万 | 5.86% | 53,754 | 117 | 0.2% | $1.21万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $508.67万 | 5.38% | 106,528 | 4,241 | 4.1% | $20.25万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $392.82万 | 4.16% | 78,204 | 2,029 | 2.7% | $10.19万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $283.13万 | 3.00% | 52,411 | 3,416 | 7.0% | $18.45万 | 加仓 |
| AAPL | APPLE INC | $168.57万 | 1.78% | 5,826 | 56 | 1.0% | $1.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $137.71万 | 1.46% | 16,806 | 2,809 | 20.1% | $23.02万 | 加仓 |
| IUSV | ISHARES TR | $135.93万 | 1.44% | 12,340 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $114.58万 | 1.21% | 20,830 | 4,285 | 25.9% | $23.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $111.62万 | 1.18% | 5,578 | -73 | -1.3% | -$1.46万 | 减仓 |
| AMZN | AMAZON COM INC | $79.72万 | 0.84% | 3,345 | 419 | 14.3% | $9.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.92万 | 0.78% | 8,977 | 2,102 | 30.6% | $17.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $66.92万 | 0.71% | 1,794 | 13 | 0.7% | $4,850 | 加仓 |
| IVW | ISHARES TR | $63.79万 | 0.68% | 4,638 | -361 | -7.2% | -$4.96万 | 减仓 |
| GOOGL | ALPHABET INC | $61.72万 | 0.65% | 1,727 | -1 | -0.1% | -$357 | 减仓 |
| ABBV | ABBVIE INC | $57.73万 | 0.61% | 2,294 | -28 | -1.2% | -$7,046 | 减仓 |
| IQLT | ISHARES TR | $44.76万 | 0.47% | 9,033 | 27 | 0.3% | $1,338 | 加仓 |
| META | META PLATFORMS INC | $42.98万 | 0.45% | 763 | 3 | 0.4% | $1,690 | 加仓 |
| IEMG | ISHARES INC | $35.22万 | 0.37% | 4,252 | -229 | -5.1% | -$1.90万 | 减仓 |
| T | AT&T INC | $34.55万 | 0.37% | 16,692 | 2,778 | 20.0% | $5.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.18万 | 0.36% | 1,044 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $33.57万 | 0.36% | 2,703 | -1 | -0.0% | -$124 | 减仓 |
| IVE | ISHARES TR | $30.49万 | 0.32% | 1,343 | -58 | -4.1% | -$1.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.87万 | 0.32% | 597 | -2 | -0.3% | -$1,001 | 减仓 |
| GLW | CORNING INC | $28.58万 | 0.30% | 1,119 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.81万 | 0.27% | 3,692 | -40 | -1.1% | -$2,796 | 减仓 |
| VTI | VANGUARD INDEX FDS | $21.39万 | 0.23% | 578 | 578 | — | $21.39万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.20万 | 0.22% | 210 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.82万 | 0.22% | 1,523 | 131 | 9.4% | $1.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.78万 | 0.22% | 878 | 878 | — | $20.78万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.76万 | 0.22% | 325 | 325 | — | $20.76万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,554 | -100.0% | -$22.86万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,743 | -100.0% | -$21.67万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,750 | -100.0% | -$16.87万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -506 | -100.0% | -$14.52万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -415 | -100.0% | -$13.66万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -659 | -100.0% | -$13.63万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -131 | -100.0% | -$12.05万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -420 | -100.0% | -$11.91万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -716 | -100.0% | -$8.61万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -101 | -100.0% | -$3.12万 | 清仓 |