Causey Wealth LLC
GREENWOOD VILLAGE CO · SEC CIK 0002132639
$2.36亿2026Q1 申报市值
81持仓数
49.3%前十大占比 · 第一大 7.2%
11 / 1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
JPST 加仓+$433.02万
VGSH 加仓+$308.77万
VCIT 加仓+$306.85万
EXXON MOBIL CORP 加仓+$122.63万
REET 加仓+$113.95万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$111.24万
VOE 减仓-$98.52万
IJJ 减仓-$94.70万
DGS 减仓-$69.74万
IJR 减仓-$49.56万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,373 | -100.0% | -$22.12万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $20.17万 | 0.09% | 2,228 | -305 | -12.0% | -$2.76万 | 减仓 |
| IGF | ISHARES TR | $20.71万 | 0.09% | 3,092 | 3,092 | — | $20.71万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $22.59万 | 0.10% | 6,035 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.86万 | 0.10% | 229 | -15 | -6.1% | -$1.50万 | 减仓 |
| URTH | ISHARES INC | $23.13万 | 0.10% | 1,285 | 1,285 | — | $23.13万 | 新建仓 |
| DES | WISDOMTREE TR | $23.58万 | 0.10% | 6,562 | -6,669 | -50.4% | -$23.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $23.88万 | 0.10% | 977 | -43 | -4.2% | -$1.05万 | 减仓 |
| NFLX | NETFLIX INC. | $24.33万 | 0.10% | 2,530 | -120 | -4.5% | -$1.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $25.11万 | 0.11% | 435 | 435 | — | $25.11万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $25.38万 | 0.11% | 743 | -79 | -9.6% | -$2.70万 | 减仓 |
| TBIL | RBB FD INC | $28.92万 | 0.12% | 5,800 | 5,800 | — | $28.92万 | 新建仓 |
| ESGE | ISHARES INC | $29.24万 | 0.12% | 6,431 | -991 | -13.4% | -$4.51万 | 减仓 |
| LLY | ELI LILLY & CO | $29.71万 | 0.13% | 323 | -9 | -2.7% | -$8,278 | 减仓 |
| V | VISA INC | $30.62万 | 0.13% | 1,013 | -93 | -8.4% | -$2.81万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.68万 | 0.14% | 967 | 967 | — | $32.68万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.09万 | 0.14% | 3,618 | 708 | 24.3% | $6.67万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.93万 | 0.15% | 1,624 | 1,624 | — | $34.93万 | 新建仓 |
| IWD | ISHARES TR | $34.95万 | 0.15% | 1,636 | 2 | 0.1% | $427 | 加仓 |
| SYK | STRYKER CORPORATION | $35.85万 | 0.15% | 1,091 | 3 | 0.3% | $986 | 加仓 |
| VDE | VANGUARD WORLD FD | $36.30万 | 0.15% | 2,098 | -389 | -15.6% | -$6.73万 | 减仓 |
| TSLA | TESLA INC | $37.10万 | 0.16% | 998 | 6 | 0.6% | $2,231 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.27万 | 0.17% | 806 | 127 | 18.7% | $6.35万 | 加仓 |
| AMGN | AMGEN INC | $41.39万 | 0.18% | 1,176 | -5 | -0.4% | -$1,760 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $42.31万 | 0.18% | 8,400 | 8,400 | — | $42.31万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.04万 | 0.19% | 7,262 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $44.16万 | 0.19% | 958 | -5 | -0.5% | -$2,305 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $44.80万 | 0.19% | 11,500 | 11,500 | — | $44.80万 | 新建仓 |
| QUAL | ISHARES TR | $45.34万 | 0.19% | 2,364 | 2,364 | — | $45.34万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.92万 | 0.19% | 14,967 | 14,967 | — | $45.92万 | 新建仓 |
| META | META PLATFORMS INC | $46.40万 | 0.20% | 811 | 183 | 29.1% | $10.47万 | 加仓 |
| GOOGL | ALPHABET INC | $49.42万 | 0.21% | 1,719 | -35 | -2.0% | -$1.01万 | 减仓 |
| CAT | CATERPILLAR INC | $50.09万 | 0.21% | 707 | -13 | -1.8% | -$9,210 | 减仓 |
| AVGO | BROADCOM INC | $51.44万 | 0.22% | 1,662 | 301 | 22.1% | $9.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $59.70万 | 0.25% | 7,532 | 3,016 | 66.8% | $23.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.12万 | 0.30% | 2,893 | -21 | -0.7% | -$5,090 | 减仓 |
| IAUM | ISHARES GOLD TR | $72.85万 | 0.31% | 15,599 | 15,599 | — | $72.85万 | 新建仓 |
| TLT | ISHARES TR | $75.40万 | 0.32% | 8,698 | -2,394 | -21.6% | -$20.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $79.23万 | 0.34% | 2,470 | 809 | 48.7% | $25.95万 | 加仓 |
| GOOG | ALPHABET INC | $82.63万 | 0.35% | 2,880 | 747 | 35.0% | $21.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.07万 | 0.38% | 13,899 | 614 | 4.6% | $3.93万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $89.72万 | 0.38% | 11,635 | 1,308 | 12.7% | $10.09万 | 加仓 |
| EFG | ISHARES TR | $92.01万 | 0.39% | 8,262 | -1,631 | -16.5% | -$18.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $92.17万 | 0.39% | 17,053 | -676 | -3.8% | -$3.65万 | 减仓 |
| DON | WISDOMTREE TR | $94.35万 | 0.40% | 17,958 | -5,620 | -23.8% | -$29.53万 | 减仓 |
| AMZN | AMAZON COM INC | $94.87万 | 0.40% | 4,555 | 759 | 20.0% | $15.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $104.20万 | 0.44% | 11,748 | 109 | 0.9% | $9,668 | 加仓 |
| IWS | ISHARES TR | $118.87万 | 0.50% | 8,156 | -411 | -4.8% | -$5.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $158.45万 | 0.67% | 8,076 | -373 | -4.4% | -$7.32万 | 减仓 |
| MGV | VANGUARD WORLD FD | $163.88万 | 0.70% | 11,306 | 612 | 5.7% | $8.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $167.40万 | 0.71% | 4,522 | 228 | 5.3% | $8.44万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $181.42万 | 0.77% | 35,587 | 14,480 | 68.6% | $73.82万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $196.44万 | 0.83% | 7,633 | -427 | -5.3% | -$10.99万 | 减仓 |
| MGK | VANGUARD WORLD FD | $208.52万 | 0.89% | 5,675 | 110 | 2.0% | $4.04万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $208.89万 | 0.89% | 23,615 | -1,911 | -7.5% | -$16.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $246.50万 | 1.05% | 14,134 | -135 | -0.9% | -$2.35万 | 减仓 |
| AAPL | APPLE INC | $333.66万 | 1.42% | 13,147 | 2,517 | 23.7% | $63.88万 | 加仓 |
| IJS | ISHARES TR | $335.20万 | 1.42% | 28,299 | -3,463 | -10.9% | -$41.02万 | 减仓 |
| VB | VANGUARD INDEX FDS | $340.02万 | 1.44% | 12,982 | -4,247 | -24.7% | -$111.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $355.18万 | 1.51% | 7,412 | 680 | 10.1% | $32.59万 | 加仓 |
| — | EXXON MOBIL CORP | $361.95万 | 1.54% | 21,334 | 7,228 | 51.2% | $122.63万 | 加仓 |
| DGS | WISDOMTREE TR | $408.18万 | 1.73% | 67,917 | -11,604 | -14.6% | -$69.74万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $441.77万 | 1.88% | 30,302 | -2,753 | -8.3% | -$40.14万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $447.71万 | 1.90% | 24,295 | -5,346 | -18.0% | -$98.52万 | 减仓 |
| IJR | ISHARES TR | $473.93万 | 2.01% | 38,125 | -3,987 | -9.5% | -$49.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $497.75万 | 2.11% | 11,396 | -153 | -1.3% | -$6.68万 | 减仓 |
| IJK | ISHARES TR | $571.29万 | 2.43% | 56,777 | 2,344 | 4.3% | $23.59万 | 加仓 |
| EFV | ISHARES TR | $633.75万 | 2.69% | 85,239 | -2,327 | -2.7% | -$17.30万 | 减仓 |
| IEMG | ISHARES INC | $711.19万 | 3.02% | 101,963 | -6,377 | -5.9% | -$44.48万 | 减仓 |
| REET | ISHARES TR | $712.30万 | 3.02% | 283,222 | 45,310 | 19.0% | $113.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $714.62万 | 3.03% | 135,396 | 9,944 | 7.9% | $52.48万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 3.05% | 10 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $781.66万 | 3.32% | 58,993 | -7,147 | -10.8% | -$94.70万 | 减仓 |
| EDV | VANGUARD WORLD FD | $877.96万 | 3.73% | 135,175 | 17,541 | 14.9% | $113.93万 | 加仓 |
| IDEV | ISHARES TR | $911.81万 | 3.87% | 109,107 | -823 | -0.7% | -$6.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $924.35万 | 3.92% | 15,469 | 842 | 5.8% | $50.31万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,111.68万 | 4.72% | 189,901 | 52,745 | 38.5% | $308.77万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,130.74万 | 4.80% | 327,277 | -3,537 | -1.1% | -$12.22万 | 减仓 |
| ISCF | ISHARES TR | $1,144.46万 | 4.86% | 273,860 | -5,027 | -1.8% | -$21.01万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,513.83万 | 6.43% | 299,116 | 85,561 | 40.1% | $433.02万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,519.15万 | 6.45% | 102,576 | 1,623 | 1.6% | $24.04万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,695.91万 | 7.20% | 204,943 | 37,082 | 22.1% | $306.85万 | 加仓 |