Platform Wealth Management, LLC
HOLLADAY UT · SEC CIK 0002110622
$2.73亿2026Q2 申报市值
57持仓数
66.2%前十大占比 · 第一大 17.8%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,859.71万 | 17.78% | 1,095,516 | — | — | — | — |
| AAPL | APPLE INC | $2,994.05万 | 10.96% | 103,471 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $1,592.88万 | 5.83% | 127,675 | — | — | — | — |
| GOOGL | ALPHABET INC | $1,441.02万 | 5.27% | 40,323 | — | — | — | — |
| DFAU | DIMENSIONAL ETF TRUST | $1,399.62万 | 5.12% | 270,773 | — | — | — | — |
| GOOG | ALPHABET INC | $1,360.82万 | 4.98% | 38,514 | — | — | — | — |
| AVO | MISSION PRODUCE INC | $1,232.88万 | 4.51% | 1,045,703 | — | — | — | — |
| DFAI | DIMENSIONAL ETF TRUST | $1,217.14万 | 4.45% | 295,064 | — | — | — | — |
| AMZN | AMAZON COM INC | $1,044.88万 | 3.82% | 43,840 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $939.31万 | 3.44% | 10,041 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW | $589.91万 | 2.16% | 15,918 | — | — | — | — |
| DFGR | DIMENSIONAL ETF TRUST | $584.61万 | 2.14% | 201,799 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $582.99万 | 2.13% | 83,404 | — | — | — | — |
| DFAX | DIMENSIONAL ETF TRUST | $507.99万 | 1.86% | 137,892 | — | — | — | — |
| BLK | BLACKROCK INC | $470.20万 | 1.72% | 4,890 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $440.83万 | 1.61% | 80,137 | — | — | — | — |
| CVS | CVS HEALTH CORP | $440.70万 | 1.61% | 42,600 | — | — | — | — |
| CRM | SALESFORCE INC | $430.56万 | 1.58% | 27,484 | — | — | — | — |
| DFEM | DIMENSIONAL ETF TRUST | $428.20万 | 1.57% | 105,365 | — | — | — | — |
| DFUS | DIMENSIONAL ETF TRUST | $421.75万 | 1.54% | 51,470 | — | — | — | — |
| AVDV | AMERICAN CENTY ETF TR | $416.04万 | 1.52% | 40,373 | — | — | — | — |
| TJX | TJX COS INC NEW | $323.26万 | 1.18% | 21,337 | — | — | — | — |
| DFAE | DIMENSIONAL ETF TRUST | $310.69万 | 1.14% | 77,268 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $281.92万 | 1.03% | 8,613 | — | — | — | — |
| DFNM | DIMENSIONAL ETF TRUST | $275.79万 | 1.01% | 57,058 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $245.61万 | 0.90% | 45,467 | — | — | — | — |
| CME | CME GROUP INC | $211.25万 | 0.77% | 9,566 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND | $211.24万 | 0.77% | 16,975 | — | — | — | — |
| AVUS | AMERICAN CENTY ETF TR | $195.69万 | 0.72% | 15,279 | — | — | — | — |
| NKE | NIKE INC | $169.27万 | 0.62% | 41,235 | — | — | — | — |
| FISV | FISERV INC | $145.03万 | 0.53% | 29,567 | — | — | — | — |
| DFIC | DIMENSIONAL ETF TRUST | $139.21万 | 0.51% | 37,362 | — | — | — | — |
| SBUX | STARBUCKS CORP | $138.60万 | 0.51% | 13,563 | — | — | — | — |
| — | ELECTRONIC ARTS INC | $101.25万 | 0.37% | 4,938 | — | — | — | — |
| PEP | PEPSICO INC | $95.35万 | 0.35% | 7,042 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $94.82万 | 0.35% | 6,466 | — | — | — | — |
| IXUS | ISHARES TR | $85.71万 | 0.31% | 8,980 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $83.08万 | 0.30% | 1,210 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.27% | 1 | — | — | — | — |
| DFSD | DIMENSIONAL ETF TRUST | $67.81万 | 0.25% | 14,201 | — | — | — | — |
| CWBC | COMMUNITY WEST BANCSHARES NE | $66.59万 | 0.24% | 24,791 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $63.86万 | 0.23% | 2,514 | — | — | — | — |
| MSFT | MICROSOFT CORP | $58.99万 | 0.22% | 1,581 | — | — | — | — |
| DISV | DIMENSIONAL ETF TRUST | $53.89万 | 0.20% | 13,430 | — | — | — | — |
| DE | DEERE & CO | $47.57万 | 0.17% | 750 | — | — | — | — |
| AVGO | BROADCOM INC | $45.52万 | 0.17% | 1,205 | — | — | — | — |
| MCD | MCDONALDS CORP | $44.32万 | 0.16% | 1,639 | — | — | — | — |
| AON | AON PLC | $40.30万 | 0.15% | 1,215 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $36.20万 | 0.13% | 9,332 | — | — | — | — |
| ABBV | ABBVIE INC | $35.46万 | 0.13% | 1,409 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $30.58万 | 0.11% | 1,528 | — | — | — | — |
| GLW | CORNING INC | $29.76万 | 0.11% | 1,165 | — | — | — | — |
| VLUE | ISHARES TR | $28.79万 | 0.11% | 1,441 | — | — | — | — |
| IVLU | ISHARES TR | $28.47万 | 0.10% | 6,807 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.07万 | 0.10% | 561 | — | — | — | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.09万 | 0.08% | 2,845 | — | — | — | — |
| LOW | LOWES COS INC | $22.05万 | 0.08% | 1,000 | — | — | — | — |