Donalies Financial Planning, LLC
WASHINGTON DC · SEC CIK 0002111587
$1.36亿2026Q2 申报市值
78持仓数
49.4%前十大占比 · 第一大 10.8%
6 / 2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
VSDM 新建仓+$63.71万
INTC 新建仓+$61.06万
DFCF 加仓+$52.79万
DIMENSIONAL ETF 加仓+$45.68万
VTEB 加仓+$31.29万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$21.06万
EXXON MOBIL CORP 清仓-$20.60万
VOO 减仓-$18.13万
AAPL 减仓-$15.77万
AMZN 减仓-$10.58万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,190 | -100.0% | -$21.06万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,214 | -100.0% | -$20.60万 | 清仓 |
| IWB | ISHARES TR | $20.48万 | 0.15% | 500 | 500 | — | $20.48万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.26万 | 0.16% | 1,355 | 1,355 | — | $21.26万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $21.44万 | 0.16% | 1,621 | 1,621 | — | $21.44万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $21.55万 | 0.16% | 2,307 | -25 | -1.1% | -$2,335 | 减仓 |
| STIP | ISHARES TR | $22.16万 | 0.16% | 2,169 | 150 | 7.4% | $1.53万 | 加仓 |
| CSCO | CISCO SYS INC | $22.90万 | 0.17% | 1,950 | 1,950 | — | $22.90万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $23.03万 | 0.17% | 2,782 | -190 | -6.4% | -$1.57万 | 减仓 |
| T | AT&T INC | $25.23万 | 0.19% | 12,189 | 127 | 1.1% | $2,629 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.37万 | 0.19% | 775 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.89万 | 0.20% | 537 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.99万 | 0.20% | 225 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $27.57万 | 0.20% | 5,640 | 51 | 0.9% | $2,493 | 加仓 |
| IFRA | ISHARES TR | $29.24万 | 0.22% | 4,638 | -236 | -4.8% | -$1.49万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $32.21万 | 0.24% | 6,221 | -350 | -5.3% | -$1.81万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $32.34万 | 0.24% | 1,314 | 2 | 0.2% | $492 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $35.31万 | 0.26% | 12,188 | 368 | 3.1% | $1.07万 | 加仓 |
| ITOT | ISHARES TR | $37.30万 | 0.27% | 2,271 | 9 | 0.4% | $1,478 | 加仓 |
| NEE | NEXTERA ENERGY INC | $37.92万 | 0.28% | 4,320 | 25 | 0.6% | $2,194 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $40.21万 | 0.30% | 11,783 | 1,011 | 9.4% | $3.45万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $40.64万 | 0.30% | 7,387 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.42万 | 0.31% | 15,832 | 3,633 | 29.8% | $9.50万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $42.63万 | 0.31% | 10,781 | 1,669 | 18.3% | $6.60万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $45.34万 | 0.33% | 4,490 | 656 | 17.1% | $6.62万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $51.66万 | 0.38% | 12,712 | 1,601 | 14.4% | $6.51万 | 加仓 |
| TSLA | TESLA INC | $52.58万 | 0.39% | 1,250 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $52.80万 | 0.39% | 12,801 | 314 | 2.5% | $1.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.96万 | 0.39% | 2,238 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $54.41万 | 0.40% | 13,189 | 581 | 4.6% | $2.40万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $55.10万 | 0.41% | 5,439 | 1,693 | 45.2% | $17.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $59.61万 | 0.44% | 2,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $61.06万 | 0.45% | 4,373 | 4,373 | — | $61.06万 | 新建仓 |
| SBUX | STARBUCKS CORP | $62.03万 | 0.46% | 6,070 | 36 | 0.6% | $3,679 | 加仓 |
| NVDA | NVIDIA CORPORATION | $62.18万 | 0.46% | 3,108 | 3 | 0.1% | $600 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $63.67万 | 0.47% | 8,172 | 1,438 | 21.4% | $11.20万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $63.71万 | 0.47% | 8,314 | 8,314 | — | $63.71万 | 新建仓 |
| GOOG | ALPHABET INC | $64.48万 | 0.48% | 1,825 | 1 | 0.1% | $353 | 加仓 |
| ABBV | ABBVIE INC | $64.93万 | 0.48% | 2,580 | 12 | 0.5% | $3,020 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.52万 | 0.50% | 17,406 | 2,738 | 18.7% | $10.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.11万 | 0.50% | 912 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $70.72万 | 0.52% | 14,809 | 260 | 1.8% | $1.24万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $71.07万 | 0.52% | 13,050 | 2,104 | 19.2% | $11.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $79.29万 | 0.58% | 822 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $83.12万 | 0.61% | 781 | 1 | 0.1% | $1,064 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $89.65万 | 0.66% | 12,825 | -29 | -0.2% | -$2,027 | 减仓 |
| VGT | VANGUARD WORLD FD | $98.63万 | 0.73% | 8,252 | -276 | -3.2% | -$3.30万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $106.50万 | 0.78% | 21,056 | 6,186 | 41.6% | $31.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $118.80万 | 0.88% | 12,319 | -509 | -4.0% | -$4.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $122.28万 | 0.90% | 4,034 | 82 | 2.1% | $2.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $124.49万 | 0.92% | 25,705 | 3,422 | 15.4% | $16.57万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $126.16万 | 0.93% | 16,449 | 88 | 0.5% | $6,750 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $128.92万 | 0.95% | 15,657 | 327 | 2.1% | $2.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.31万 | 1.00% | 8,626 | -79 | -0.9% | -$1.25万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $143.99万 | 1.06% | 6,240 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $149.80万 | 1.10% | 25,096 | -44 | -0.2% | -$2,626 | 减仓 |
| VXUS | VANGUARD STAR FDS | $149.85万 | 1.10% | 17,529 | 138 | 0.8% | $1.18万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $167.53万 | 1.23% | 33,352 | 5,385 | 19.3% | $27.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $177.55万 | 1.31% | 20,612 | -118 | -0.6% | -$1.02万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $184.46万 | 1.36% | 45,874 | 129 | 0.3% | $5,187 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $186.12万 | 1.37% | 44,601 | 2,176 | 5.1% | $9.08万 | 加仓 |
| GOOGL | ALPHABET INC | $236.35万 | 1.74% | 6,613 | -118 | -1.8% | -$4.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $236.55万 | 1.74% | 6,341 | -59 | -0.9% | -$2.20万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $243.72万 | 1.80% | 45,474 | 3,680 | 8.8% | $19.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $246.88万 | 1.82% | 10,160 | -9 | -0.1% | -$2,187 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $314.83万 | 2.32% | 38,422 | -41 | -0.1% | -$3,360 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $342.64万 | 2.53% | 66,287 | 14 | 0.0% | $724 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $345.52万 | 2.55% | 63,962 | 1,977 | 3.2% | $10.68万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $353.46万 | 2.61% | 95,945 | 151 | 0.2% | $5,563 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $370.01万 | 2.73% | 50,403 | 440 | 0.9% | $3.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $376.78万 | 2.78% | 17,289 | 666 | 4.0% | $14.51万 | 加仓 |
| AMZN | AMAZON COM INC | $397.48万 | 2.93% | 16,677 | -444 | -2.6% | -$10.58万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $443.00万 | 3.26% | 104,950 | 12,506 | 13.5% | $52.79万 | 加仓 |
| AAPL | APPLE INC | $447.10万 | 3.30% | 15,451 | -545 | -3.4% | -$15.77万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $453.78万 | 3.34% | 100,617 | -1,372 | -1.3% | -$6.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $479.43万 | 3.53% | 12,956 | -55 | -0.4% | -$2.04万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $592.06万 | 4.36% | 83,096 | -789 | -0.9% | -$5.62万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $620.05万 | 4.57% | 132,972 | -2,152 | -1.6% | -$10.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,431.01万 | 10.55% | 20,836 | -264 | -1.3% | -$18.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,465.94万 | 10.80% | 330,465 | 10,297 | 3.2% | $45.68万 | 加仓 |