E-Wealth Partners, LLC
MINNETONKA MN · SEC CIK 0002129940
$1.38亿2026Q2 申报市值
59持仓数
71.6%前十大占比 · 第一大 24.5%
5 / 3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
ITOT 加仓+$195.37万
DGCB 加仓+$91.98万
BNDW 加仓+$78.22万
VBR 加仓+$55.45万
DIMENSIONAL ETF 加仓+$54.98万
2026Q2 卖出最多 按季末市值估算
DFNM 减仓-$145.49万
AAPL 减仓-$93.35万
NVDA 减仓-$90.00万
TSLA 清仓-$56.21万
MSFT 减仓-$49.54万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3,383.51万 | 24.46% | 205,972 | 11,893 | 6.1% | $195.37万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $955.08万 | 6.90% | 174,700 | 16,825 | 10.7% | $91.98万 | 加仓 |
| AAPL | APPLE INC | $912.98万 | 6.60% | 31,552 | -3,226 | -9.3% | -$93.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $835.49万 | 6.04% | 34,384 | 2,282 | 7.1% | $55.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $804.97万 | 5.82% | 192,898 | 13,175 | 7.3% | $54.98万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $796.59万 | 5.76% | 196,011 | 2,315 | 1.2% | $9.41万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $773.52万 | 5.59% | 112,873 | 11,414 | 11.2% | $78.22万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $751.68万 | 5.43% | 84,270 | 5,926 | 7.6% | $52.86万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $357.62万 | 2.59% | 34,703 | 553 | 1.6% | $5.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $328.77万 | 2.38% | 74,115 | -4,884 | -6.2% | -$21.67万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $325.27万 | 2.35% | 67,295 | -30,101 | -30.9% | -$145.49万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $247.70万 | 1.79% | 72,587 | 5,021 | 7.4% | $17.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $242.13万 | 1.75% | 29,550 | 16 | 0.1% | $1,311 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $241.99万 | 1.75% | 36,389 | -1,889 | -4.9% | -$12.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $212.23万 | 1.53% | 10,607 | -4,498 | -29.8% | -$90.00万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $203.44万 | 1.47% | 54,601 | -1,395 | -2.5% | -$5.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $166.41万 | 1.20% | 23,773 | -891 | -3.6% | -$6.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $150.51万 | 1.09% | 2,591 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $142.29万 | 1.03% | 29,799 | 3,165 | 11.9% | $15.11万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $133.15万 | 0.96% | 45,960 | 3,416 | 8.0% | $9.90万 | 加仓 |
| AGG | ISHARES TR | $101.88万 | 0.74% | 10,293 | -220 | -2.1% | -$2.18万 | 减仓 |
| BSVO | EA SERIES TRUST | $99.54万 | 0.72% | 34,103 | -4,928 | -12.6% | -$14.38万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $92.20万 | 0.67% | 17,203 | -503 | -2.8% | -$2.70万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $85.05万 | 0.61% | 18,239 | 7,229 | 65.7% | $33.71万 | 加仓 |
| AIQ | GLOBAL X FDS | $81.61万 | 0.59% | 12,439 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $80.55万 | 0.58% | 9,049 | -879 | -8.9% | -$7.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.59万 | 0.52% | 1,499 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $70.60万 | 0.51% | 38,307 | 1,142 | 3.1% | $2.10万 | 加仓 |
| GOOGL | ALPHABET INC | $63.81万 | 0.46% | 1,786 | -130 | -6.8% | -$4.64万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $62.54万 | 0.45% | 14,622 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $59.73万 | 0.43% | 14,000 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $57.66万 | 0.42% | 10,674 | -947 | -8.1% | -$5.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $54.54万 | 0.39% | 1,462 | -1,328 | -47.6% | -$49.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.91万 | 0.39% | 1,297 | 59 | 4.8% | $2.45万 | 加仓 |
| — | EXXON MOBIL CORP | $47.47万 | 0.34% | 3,472 | -43 | -1.2% | -$5,879 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $45.63万 | 0.33% | 8,295 | -137 | -1.6% | -$7,537 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.91万 | 0.30% | 6,936 | -528 | -7.1% | -$3.11万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $39.21万 | 0.28% | 8,695 | 2,930 | 50.8% | $13.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.02万 | 0.28% | 5,476 | -2,454 | -30.9% | -$17.49万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $38.67万 | 0.28% | 6,262 | -9 | -0.1% | -$556 | 减仓 |
| GOOG | ALPHABET INC | $37.91万 | 0.27% | 1,073 | -87 | -7.5% | -$3.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $37.52万 | 0.27% | 546 | -425 | -43.8% | -$29.21万 | 减仓 |
| AMZN | AMAZON COM INC | $36.72万 | 0.27% | 1,541 | -695 | -31.1% | -$16.56万 | 减仓 |
| WMT | WALMART INC | $36.61万 | 0.26% | 3,232 | -89 | -2.7% | -$1.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.64万 | 0.26% | 381 | -12 | -3.1% | -$1.12万 | 减仓 |
| AVGO | BROADCOM INC | $35.51万 | 0.26% | 940 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.44万 | 0.26% | 307 | 307 | — | $35.44万 | 新建仓 |
| — | WISDOMTREE TR | $35.39万 | 0.26% | 5,152 | 66 | 1.3% | $4,534 | 加仓 |
| MCD | MCDONALDS CORP | $31.63万 | 0.23% | 1,170 | 1 | 0.1% | $270 | 加仓 |
| COWZ | PACER FDS TR | $31.11万 | 0.22% | 5,002 | -574 | -10.3% | -$3.57万 | 减仓 |
| META | META PLATFORMS INC | $31.03万 | 0.22% | 551 | -185 | -25.1% | -$10.42万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $28.88万 | 0.21% | 6,400 | 6,400 | — | $28.88万 | 新建仓 |
| DFSB | DIMENSIONAL ETF TRUST | $28.63万 | 0.21% | 5,494 | 5,494 | — | $28.63万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.80万 | 0.19% | 3,255 | -766 | -19.0% | -$6.31万 | 减仓 |
| WM | WASTE MGMT INC DEL | $25.43万 | 0.18% | 1,141 | -52 | -4.4% | -$1.16万 | 减仓 |
| ASML | ASML HLDG NV | $24.07万 | 0.17% | 121 | 121 | — | $24.07万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.31万 | 0.16% | 1,954 | -3 | -0.2% | -$343 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $21.91万 | 0.16% | 8,051 | 8,051 | — | $21.91万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.20万 | 0.15% | 2,890 | -6,859 | -70.4% | -$47.95万 | 重新持有 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,512 | -100.0% | -$56.21万 | 清仓 |
| — | EXXON MOBIL CORP 看跌期权 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$40.72万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,276 | -100.0% | -$27.87万 | 清仓 |