E-Wealth Partners, LLC
MINNETONKA MN · SEC CIK 0002129940
$1.24亿2026Q1 申报市值
56持仓数
70.2%前十大占比 · 第一大 22.3%
3 / 3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
ITOT 加仓+$140.28万
DIMENSIONAL ETF 加仓+$59.00万
DIMENSIONAL ETF 加仓+$57.04万
VBR 加仓+$48.90万
DGCB 加仓+$47.79万
2026Q1 卖出最多 按季末市值估算
IDEV 减仓-$32.44万
IBM 清仓-$24.39万
VTIP 清仓-$20.66万
LLY 清仓-$20.31万
DFIV 减仓-$18.24万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,764.27万 | 22.32% | 194,079 | 9,849 | 5.3% | $140.28万 | 加仓 |
| AAPL | APPLE INC | $882.62万 | 7.13% | 34,778 | -268 | -0.8% | -$6.80万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $854.65万 | 6.90% | 157,875 | 8,828 | 5.9% | $47.79万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $697.42万 | 5.63% | 32,102 | 2,251 | 7.5% | $48.90万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $693.48万 | 5.60% | 101,459 | 4,446 | 4.6% | $30.39万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $669.22万 | 5.40% | 193,696 | 11,189 | 6.1% | $38.66万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $664.67万 | 5.37% | 78,344 | 5,056 | 6.9% | $42.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $660.66万 | 5.34% | 179,723 | 15,517 | 9.4% | $57.04万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $466.82万 | 3.77% | 97,396 | 282 | 0.3% | $1.35万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $341.02万 | 2.75% | 34,150 | 770 | 2.3% | $7.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $306.99万 | 2.48% | 78,999 | 15,182 | 23.8% | $59.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $263.44万 | 2.13% | 15,105 | 1,924 | 14.6% | $33.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $227.18万 | 1.83% | 38,278 | 6,939 | 22.1% | $41.18万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $217.70万 | 1.76% | 67,566 | 5,410 | 8.7% | $17.43万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $209.42万 | 1.69% | 29,534 | 1,522 | 5.4% | $10.79万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $198.95万 | 1.61% | 55,996 | 7,052 | 14.4% | $25.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $166.58万 | 1.35% | 24,664 | 3,493 | 16.5% | $23.59万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $127.52万 | 1.03% | 26,634 | 1,289 | 5.1% | $6.17万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $113.08万 | 0.91% | 42,544 | 3,410 | 8.7% | $9.06万 | 加仓 |
| AGG | ISHARES TR | $104.36万 | 0.84% | 10,513 | 958 | 10.0% | $9.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $103.28万 | 0.83% | 2,790 | 893 | 47.1% | $33.06万 | 加仓 |
| BSVO | EA SERIES TRUST | $99.02万 | 0.80% | 39,031 | -3,376 | -8.0% | -$8.56万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $92.87万 | 0.75% | 17,706 | 1,390 | 8.5% | $7.29万 | 加仓 |
| IDEV | ISHARES TR | $82.97万 | 0.67% | 9,928 | -3,882 | -28.1% | -$32.44万 | 减仓 |
| QYLD | GLOBAL X FDS | $63.74万 | 0.51% | 37,165 | 1,098 | 3.0% | $1.88万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $61.34万 | 0.50% | 11,621 | -3,455 | -22.9% | -$18.24万 | 减仓 |
| — | EXXON MOBIL CORP | $59.63万 | 0.48% | 3,515 | 148 | 4.4% | $2.51万 | 加仓 |
| AIQ | GLOBAL X FDS | $58.05万 | 0.47% | 12,439 | 10 | 0.1% | $467 | 加仓 |
| VOO | VANGUARD INDEX FDS | $58.02万 | 0.47% | 971 | -20 | -2.0% | -$1.19万 | 减仓 |
| TSLA | TESLA INC | $56.21万 | 0.45% | 1,512 | 23 | 1.5% | $8,550 | 加仓 |
| GOOGL | ALPHABET INC | $55.10万 | 0.44% | 1,916 | 116 | 6.4% | $3.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.71万 | 0.43% | 2,591 | 40 | 1.6% | $8,137 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.81万 | 0.41% | 7,930 | -224 | -2.7% | -$1.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.66万 | 0.41% | 1,499 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $50.09万 | 0.40% | 14,000 | 2,157 | 18.2% | $7.72万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $49.41万 | 0.40% | 14,622 | 2,052 | 16.3% | $6.93万 | 加仓 |
| AMZN | AMAZON COM INC | $46.56万 | 0.38% | 2,236 | 25 | 1.1% | $5,206 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $45.24万 | 0.37% | 11,010 | 19 | 0.2% | $781 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $44.45万 | 0.36% | 7,464 | -798 | -9.7% | -$4.75万 | 减仓 |
| META | META PLATFORMS INC | $42.10万 | 0.34% | 736 | 172 | 30.5% | $9.84万 | 加仓 |
| WMT | WALMART INC | $41.28万 | 0.33% | 3,321 | 166 | 5.3% | $2.06万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $40.86万 | 0.33% | 8,432 | 26 | 0.3% | $1,260 | 加仓 |
| — | EXXON MOBIL CORP 看跌期权 | $40.72万 | 0.33% | 2,400 | 2,400 | — | $40.72万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.16万 | 0.32% | 393 | 393 | — | $39.16万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $36.67万 | 0.30% | 6,271 | 203 | 3.3% | $1.19万 | 加仓 |
| MCD | MCDONALDS CORP | $36.33万 | 0.29% | 1,169 | 14 | 1.2% | $4,351 | 加仓 |
| COWZ | PACER FDS TR | $34.88万 | 0.28% | 5,576 | -129 | -2.3% | -$8,070 | 减仓 |
| — | WISDOMTREE TR | $33.74万 | 0.27% | 5,086 | 20 | 0.4% | $1,327 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.51万 | 0.27% | 1,238 | 10 | 0.8% | $2,707 | 加仓 |
| GOOG | ALPHABET INC | $33.27万 | 0.27% | 1,160 | 75 | 6.9% | $2.15万 | 加仓 |
| AVGO | BROADCOM INC | $29.09万 | 0.23% | 940 | 136 | 16.9% | $4.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.60万 | 0.23% | 4,021 | 769 | 23.6% | $5.47万 | 加仓 |
| NKE | NIKE INC | $27.87万 | 0.23% | 5,276 | 5,276 | — | $27.87万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $27.42万 | 0.22% | 1,193 | 59 | 5.2% | $1.36万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $24.44万 | 0.20% | 5,765 | 2 | 0.0% | $85 | 加仓 |
| SHOP | SHOPIFY INC | $23.21万 | 0.19% | 1,957 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -823 | -100.0% | -$24.39万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,177 | -100.0% | -$20.66万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -189 | -100.0% | -$20.31万 | 清仓 |