Donalies Financial Planning, LLC
WASHINGTON DC · SEC CIK 0002111587
$1.17亿2026Q1 申报市值
74持仓数
50.9%前十大占比 · 第一大 10.7%
4 / 0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
VOO 加仓+$78.94万
VTES 新建仓+$37.89万
BND 加仓+$37.60万
ITOT 新建仓+$32.21万
BNDX 加仓+$28.73万
2026Q1 卖出最多 按季末市值估算
VYM 减仓-$24.56万
DIMENSIONAL ETF 减仓-$22.76万
DFAU 减仓-$16.52万
VIG 减仓-$15.40万
VIGI 减仓-$15.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,260.82万 | 10.75% | 21,100 | 1,321 | 6.7% | $78.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,244.17万 | 10.61% | 320,168 | -1,559 | -0.5% | -$6.06万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $555.22万 | 4.73% | 135,124 | -36 | -0.0% | -$1,479 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $537.54万 | 4.58% | 83,885 | -75 | -0.1% | -$4,806 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $432.43万 | 3.69% | 101,989 | -647 | -0.6% | -$2.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $417.40万 | 3.56% | 13,011 | -262 | -2.0% | -$8.41万 | 减仓 |
| AAPL | APPLE INC | $405.97万 | 3.46% | 15,996 | -207 | -1.3% | -$5.25万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $390.30万 | 3.33% | 92,444 | 3,861 | 4.4% | $16.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $367.93万 | 3.14% | 49,963 | 5,106 | 11.4% | $37.60万 | 加仓 |
| AMZN | AMAZON COM INC | $356.58万 | 3.04% | 17,121 | -488 | -2.8% | -$10.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $327.16万 | 2.79% | 61,985 | -2,329 | -3.6% | -$12.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $326.14万 | 2.78% | 16,623 | -128 | -0.8% | -$2.51万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $325.41万 | 2.77% | 95,794 | 31 | 0.0% | $1,053 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $299.02万 | 2.55% | 66,273 | -3,661 | -5.2% | -$16.52万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $272.74万 | 2.32% | 38,463 | -257 | -0.7% | -$1.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $236.89万 | 2.02% | 6,400 | -90 | -1.4% | -$3.33万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $220.91万 | 1.88% | 10,169 | 1,039 | 11.4% | $22.57万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $219.21万 | 1.87% | 41,794 | 1,682 | 4.2% | $8.82万 | 加仓 |
| GOOGL | ALPHABET INC | $193.57万 | 1.65% | 6,731 | -298 | -4.2% | -$8.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $155.96万 | 1.33% | 42,425 | -2,524 | -5.6% | -$9.28万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $154.89万 | 1.32% | 45,745 | -765 | -1.6% | -$2.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $150.90万 | 1.29% | 3,455 | 70 | 2.1% | $3.06万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $139.70万 | 1.19% | 27,967 | 2,794 | 11.1% | $13.96万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $135.88万 | 1.16% | 25,140 | 2,210 | 9.6% | $11.95万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $134.10万 | 1.14% | 17,391 | -291 | -1.6% | -$2.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.92万 | 1.10% | 8,705 | -1,658 | -16.0% | -$24.56万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $126.27万 | 1.08% | 16,361 | 1,350 | 9.0% | $10.42万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $113.79万 | 0.97% | 12,828 | 417 | 3.4% | $3.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $109.04万 | 0.93% | 15,330 | -3,200 | -17.3% | -$22.76万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $107.07万 | 0.91% | 22,283 | 5,980 | 36.7% | $28.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.52万 | 0.88% | 3,952 | 106 | 2.8% | $2.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.27万 | 0.68% | 12,854 | -23 | -0.2% | -$1,436 | 减仓 |
| VGT | VANGUARD WORLD FD | $74.41万 | 0.63% | 1,066 | -46 | -4.1% | -$3.21万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $74.19万 | 0.63% | 14,870 | 559 | 3.9% | $2.79万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $69.66万 | 0.59% | 14,549 | -34 | -0.2% | -$1,628 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.31万 | 0.51% | 912 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $59.10万 | 0.50% | 10,946 | 1,057 | 10.7% | $5.71万 | 加仓 |
| ABBV | ABBVIE INC | $55.86万 | 0.48% | 2,568 | 885 | 52.6% | $19.25万 | 加仓 |
| CAT | CATERPILLAR INC | $55.28万 | 0.47% | 780 | 105 | 15.6% | $7.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $54.14万 | 0.46% | 3,105 | 541 | 21.1% | $9.43万 | 加仓 |
| SBUX | STARBUCKS CORP | $54.06万 | 0.46% | 6,034 | 37 | 0.6% | $3,315 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $54.01万 | 0.46% | 6,240 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $52.80万 | 0.45% | 6,734 | 1,990 | 41.9% | $15.60万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $52.60万 | 0.45% | 12,608 | -204 | -1.6% | -$8,511 | 减仓 |
| GOOG | ALPHABET INC | $52.33万 | 0.45% | 1,824 | 175 | 10.6% | $5.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.40万 | 0.44% | 14,668 | 25 | 0.2% | $876 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $48.65万 | 0.41% | 12,487 | 822 | 7.0% | $3.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.13万 | 0.41% | 2,238 | -716 | -24.2% | -$15.40万 | 减仓 |
| TSLA | TESLA INC | $46.47万 | 0.40% | 1,250 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.89万 | 0.34% | 4,295 | 24 | 0.6% | $2,229 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.83万 | 0.33% | 2,000 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $38.39万 | 0.33% | 11,111 | 1 | 0.0% | $35 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $38.32万 | 0.33% | 3,834 | 1,126 | 41.6% | $11.25万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $37.89万 | 0.32% | 3,746 | 3,746 | — | $37.89万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $35.80万 | 0.31% | 7,387 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.97万 | 0.30% | 12,062 | 125 | 1.0% | $3,624 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $34.71万 | 0.30% | 10,772 | 25 | 0.2% | $806 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.54万 | 0.28% | 9,112 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $32.21万 | 0.27% | 2,262 | 2,262 | — | $32.21万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.19万 | 0.27% | 822 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $31.42万 | 0.27% | 11,820 | 258 | 2.2% | $6,858 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $30.82万 | 0.26% | 6,571 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.85万 | 0.25% | 12,199 | 2,279 | 23.0% | $5.39万 | 加仓 |
| IFRA | ISHARES TR | $27.88万 | 0.24% | 4,874 | 16 | 0.3% | $915 | 加仓 |
| VXF | VANGUARD INDEX FDS | $27.01万 | 0.23% | 1,312 | 1 | 0.1% | $206 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.75万 | 0.22% | 537 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $23.68万 | 0.20% | 5,589 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.80万 | 0.19% | 775 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $21.93万 | 0.19% | 2,972 | 175 | 6.3% | $1.29万 | 加仓 |
| NFLX | NETFLIX INC. | $21.06万 | 0.18% | 2,190 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $20.88万 | 0.18% | 2,019 | 19 | 0.9% | $1,965 | 加仓 |
| LLY | ELI LILLY & CO | $20.67万 | 0.18% | 225 | 225 | — | $20.67万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $20.63万 | 0.18% | 2,332 | -1,734 | -42.6% | -$15.34万 | 减仓 |
| — | EXXON MOBIL CORP | $20.60万 | 0.18% | 1,214 | 1,214 | — | $20.60万 | 新建仓 |