Sanchez Levi Garrett
BELLEVUE WA · SEC CIK 0002126627
$1.84亿2026Q2 申报市值
74持仓数
62.4%前十大占比 · 第一大 16.4%
2 / 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
VEA 加仓+$99.06万
VXF 加仓+$92.35万
IVV 新建仓+$73.32万
VWO 加仓+$50.75万
AVUV 加仓+$49.39万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$50.21万
USB 减仓-$43.51万
PRU 清仓-$23.03万
PSX 清仓-$20.28万
COST 减仓-$6.27万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,031.04万 | 16.45% | 44,132 | -731 | -1.6% | -$50.21万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,179.19万 | 11.83% | 305,851 | 13,903 | 4.8% | $99.06万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,218.33万 | 6.61% | 92,130 | 1,209 | 1.3% | $15.99万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $940.77万 | 5.11% | 75,406 | 3,959 | 5.5% | $49.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $886.50万 | 4.81% | 212,437 | 8,240 | 4.0% | $34.39万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $756.74万 | 4.11% | 91,904 | 4,772 | 5.5% | $39.29万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $734.25万 | 3.98% | 29,822 | 3,751 | 14.4% | $92.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $602.18万 | 3.27% | 100,884 | 8,503 | 9.2% | $50.75万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $599.54万 | 3.25% | 115,989 | 18 | 0.0% | $930 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $558.20万 | 3.03% | 110,359 | 7,955 | 7.8% | $40.24万 | 加仓 |
| AAPL | APPLE INC | $499.01万 | 2.71% | 17,245 | 462 | 2.8% | $13.37万 | 加仓 |
| SUB | ISHARES TR | $408.84万 | 2.22% | 38,400 | 164 | 0.4% | $1.75万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $407.54万 | 2.21% | 40,227 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $368.21万 | 2.00% | 91,573 | 1,631 | 1.8% | $6.56万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $359.36万 | 1.95% | 105,307 | 4,507 | 4.5% | $15.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $322.55万 | 1.75% | 8,647 | 56 | 0.7% | $2.09万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $311.19万 | 1.69% | 75,441 | 4,180 | 5.9% | $17.24万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $306.23万 | 1.66% | 29,716 | 703 | 2.4% | $7.24万 | 加仓 |
| XJH | ISHARES TR | $214.31万 | 1.16% | 41,096 | -1,174 | -2.8% | -$6.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $207.07万 | 1.12% | 6,831 | -148 | -2.1% | -$4.49万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $171.90万 | 0.93% | 13,421 | 2,250 | 20.1% | $28.82万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $161.54万 | 0.88% | 63,301 | 4,488 | 7.6% | $11.45万 | 加仓 |
| CAT | CATERPILLAR INC | $155.76万 | 0.85% | 1,463 | 24 | 1.7% | $2.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $154.84万 | 0.84% | 1,655 | -67 | -3.9% | -$6.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $145.29万 | 0.79% | 29,999 | 2,928 | 10.8% | $14.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $140.74万 | 0.76% | 2,947 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $126.90万 | 0.69% | 38,120 | 3,116 | 8.9% | $10.37万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $126.39万 | 0.69% | 24,409 | -51 | -0.2% | -$2,641 | 减仓 |
| AMZN | AMAZON COM INC | $122.82万 | 0.67% | 5,153 | 183 | 3.7% | $4.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $122.80万 | 0.67% | 1,698 | 15 | 0.9% | $1.08万 | 加仓 |
| GOOGL | ALPHABET INC | $120.31万 | 0.65% | 3,367 | 95 | 2.9% | $3.39万 | 加仓 |
| — | ISHARES ETHEREUM TR | $117.01万 | 0.64% | 98,408 | 16,290 | 19.8% | $19.37万 | 加仓 |
| USB | US BANCORP | $89.59万 | 0.49% | 14,832 | -7,204 | -32.7% | -$43.51万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $89.30万 | 0.48% | 18,849 | 585 | 3.2% | $2.77万 | 加仓 |
| IVV | ISHARES TR | $73.32万 | 0.40% | 979 | 979 | — | $73.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $72.11万 | 0.39% | 3,604 | 925 | 34.5% | $18.51万 | 加仓 |
| DAL | DELTA AIR LINES INC | $71.17万 | 0.39% | 7,599 | 5 | 0.1% | $468 | 加仓 |
| SPHY | SPDR SERIES TRUST | $62.54万 | 0.34% | 26,682 | 9,149 | 52.2% | $21.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $61.63万 | 0.33% | 7,154 | 2 | 0.0% | $172 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $61.31万 | 0.33% | 1,873 | 94 | 5.3% | $3.08万 | 加仓 |
| CSCO | CISCO SYS INC | $59.42万 | 0.32% | 5,059 | 144 | 2.9% | $1.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $56.52万 | 0.31% | 1,527 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $56.20万 | 0.30% | 2,198 | 6 | 0.3% | $1,534 | 加仓 |
| META | META PLATFORMS INC | $53.55万 | 0.29% | 951 | 66 | 7.5% | $3.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $49.75万 | 0.27% | 4,868 | -70 | -1.4% | -$7,154 | 减仓 |
| SPBO | SPDR SERIES TRUST | $49.39万 | 0.27% | 17,006 | 1,314 | 8.4% | $3.82万 | 加仓 |
| TER | TERADYNE INC | $48.66万 | 0.26% | 1,006 | 1 | 0.1% | $484 | 加仓 |
| VO | VANGUARD INDEX FDS | $47.69万 | 0.26% | 5,919 | -409 | -6.5% | -$3.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $45.21万 | 0.25% | 10,191 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.45万 | 0.24% | 371 | 32 | 9.4% | $3.83万 | 加仓 |
| WMT | WALMART INC | $43.40万 | 0.24% | 3,832 | 184 | 5.0% | $2.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $42.93万 | 0.23% | 1,970 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.73万 | 0.23% | 1,016 | 116 | 12.9% | $4.88万 | 加仓 |
| EAGG | ISHARES TR | $42.22万 | 0.23% | 8,904 | -768 | -7.9% | -$3.64万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $38.84万 | 0.21% | 1,177 | 15 | 1.3% | $4,950 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.83万 | 0.19% | 13,695 | 1,347 | 10.9% | $3.52万 | 加仓 |
| DE | DEERE & CO | $35.27万 | 0.19% | 556 | 4 | 0.7% | $2,537 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $34.68万 | 0.19% | 1,007 | 2 | 0.2% | $689 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $33.84万 | 0.18% | 6,304 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $33.80万 | 0.18% | 2,914 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $32.33万 | 0.18% | 3,652 | 595 | 19.5% | $5.27万 | 加仓 |
| AZN | ASTRAZENECA PLC | $29.50万 | 0.16% | 1,556 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $29.39万 | 0.16% | 3,295 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.01万 | 0.16% | 821 | 89 | 12.2% | $3.14万 | 加仓 |
| IXUS | ISHARES TR | $28.84万 | 0.16% | 3,022 | -110 | -3.5% | -$1.05万 | 减仓 |
| ENB | ENBRIDGE INC | $28.42万 | 0.15% | 5,242 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $28.37万 | 0.15% | 3,353 | 21 | 0.6% | $1,777 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $27.70万 | 0.15% | 5,940 | 385 | 6.9% | $1.80万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $25.18万 | 0.14% | 2,262 | 24 | 1.1% | $2,671 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $24.28万 | 0.13% | 7,596 | 49 | 0.6% | $1,567 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.58万 | 0.13% | 4,938 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $23.58万 | 0.13% | 4,215 | -335 | -7.4% | -$1.87万 | 减仓 |
| DIS | DISNEY WALT CO | $23.11万 | 0.13% | 2,401 | 122 | 5.4% | $1.17万 | 加仓 |
| V | VISA INC | $20.34万 | 0.11% | 593 | 593 | — | $20.34万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -2,357 | -100.0% | -$23.03万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,113 | -100.0% | -$20.28万 | 清仓 |