TRB Wealth Management, LLC
HOUSTON TX · SEC CIK 0002130988
$7.51亿2026Q2 申报市值
296持仓数
44.3%前十大占比 · 第一大 8.7%
42 / 31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
VXUS 加仓+$97.63万
VO 加仓+$89.63万
VV 加仓+$87.73万
AGG 加仓+$74.98万
ISCF 加仓+$65.48万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 清仓-$587.32万
NVDA 减仓-$260.10万
AAPL 减仓-$254.32万
GOOGL 减仓-$220.64万
LLY 减仓-$190.11万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $617.28万 | 0.82% | 16,341 | -2,715 | -14.2% | -$102.56万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $667.61万 | 0.89% | 137,851 | 5,880 | 4.5% | $28.48万 | 加仓 |
| AMZN | AMAZON COM INC | $806.64万 | 1.07% | 33,844 | -5,860 | -14.8% | -$139.67万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $913.65万 | 1.22% | 83,737 | 1,009 | 1.2% | $11.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,021.07万 | 1.36% | 27,373 | -3,133 | -10.3% | -$116.87万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,047.02万 | 1.39% | 177,521 | 8,062 | 4.8% | $47.55万 | 加仓 |
| SMLF | ISHARES TR | $1,126.68万 | 1.50% | 126,394 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1,159.41万 | 1.54% | 58,674 | 1,777 | 3.1% | $35.11万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,209.38万 | 1.61% | 500,986 | 17,206 | 3.6% | $41.54万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,232.80万 | 1.64% | 334,635 | -1,878 | -0.6% | -$6.92万 | 减仓 |
| GOOGL | ALPHABET INC | $1,256.55万 | 1.67% | 35,161 | -6,174 | -14.9% | -$220.64万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,294.87万 | 1.72% | 250,072 | 7,930 | 3.3% | $41.06万 | 加仓 |
| LQD | ISHARES TR | $1,305.76万 | 1.74% | 119,718 | 4,410 | 3.8% | $48.10万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,394.71万 | 1.86% | 176,478 | 6,599 | 3.9% | $52.15万 | 加仓 |
| VLUE | ISHARES TR | $1,448.10万 | 1.93% | 72,474 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $1,514.00万 | 2.02% | 138,548 | 4,826 | 3.6% | $52.74万 | 加仓 |
| ISCF | ISHARES TR | $1,720.54万 | 2.29% | 397,446 | 15,127 | 4.0% | $65.48万 | 加仓 |
| AGG | ISHARES TR | $2,084.84万 | 2.78% | 210,632 | 7,575 | 3.7% | $74.98万 | 加仓 |
| QUAL | ISHARES TR | $2,098.87万 | 2.79% | 95,651 | -7,846 | -7.6% | -$172.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,187.84万 | 2.91% | 109,343 | -12,999 | -10.6% | -$260.10万 | 减仓 |
| AAPL | APPLE INC | $2,226.22万 | 2.96% | 76,936 | -8,789 | -10.3% | -$254.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,984.66万 | 3.97% | 98,465 | 585 | 0.6% | $17.73万 | 加仓 |
| DGRO | ISHARES TR | $3,392.73万 | 4.52% | 447,648 | 8,387 | 1.9% | $63.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,506.86万 | 4.67% | 435,256 | 11,124 | 2.6% | $89.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,754.17万 | 5.00% | 846,296 | -8,346 | -1.0% | -$37.02万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,529.11万 | 6.03% | 529,782 | 11,420 | 2.2% | $97.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $6,536.29万 | 8.70% | 190,058 | 2,551 | 1.4% | $87.73万 | 加仓 |