Causey Wealth LLC
GREENWOOD VILLAGE CO · SEC CIK 0002132639
$2.56亿2026Q2 申报市值
83持仓数
49.4%前十大占比 · 第一大 7.3%
5 / 4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
VCIT 加仓+$185.08万
JPST 加仓+$138.41万
REET 加仓+$101.24万
JMST 加仓+$78.51万
WDC 新建仓+$45.22万
2026Q2 卖出最多 按季末市值估算
EDV 减仓-$278.79万
JAAA 清仓-$42.31万
NVDA 减仓-$41.42万
EFV 减仓-$32.76万
TBIL 清仓-$28.92万
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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -8,400 | -100.0% | -$42.31万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -5,800 | -100.0% | -$28.92万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,530 | -100.0% | -$24.33万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,228 | -100.0% | -$20.17万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.15万 | 0.08% | 215 | -14 | -6.1% | -$1.31万 | 减仓 |
| IVV | ISHARES TR | $20.59万 | 0.08% | 275 | -44 | -13.8% | -$3.30万 | 重新持有 |
| AAUA | EA SERIES TRUST | $20.73万 | 0.08% | 3,641 | 3,641 | — | $20.73万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.26万 | 0.08% | 6,035 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $21.46万 | 0.08% | 3,222 | 130 | 4.2% | $8,659 | 加仓 |
| VDE | VANGUARD WORLD FD | $21.87万 | 0.09% | 1,457 | -641 | -30.6% | -$9.62万 | 减仓 |
| ASML | ASML HLDG NV | $23.48万 | 0.09% | 118 | 118 | — | $23.48万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.81万 | 0.10% | 977 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $25.69万 | 0.10% | 113 | 113 | — | $25.69万 | 新建仓 |
| URTH | ISHARES INC | $26.04万 | 0.10% | 1,285 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $26.70万 | 0.10% | 6,563 | 1 | 0.0% | $41 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.03万 | 0.13% | 435 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $34.44万 | 0.13% | 1,094 | 3 | 0.3% | $945 | 加仓 |
| V | VISA INC | $34.76万 | 0.14% | 1,013 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $35.34万 | 0.14% | 6,462 | 31 | 0.5% | $1,695 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $35.89万 | 0.14% | 3,655 | 37 | 1.0% | $3,633 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.51万 | 0.15% | 325 | 325 | — | $37.51万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.62万 | 0.15% | 946 | -12 | -1.3% | -$4,772 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.58万 | 0.15% | 1,631 | 7 | 0.4% | $1,656 | 加仓 |
| LLY | ELI LILLY & CO | $38.74万 | 0.15% | 323 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.70万 | 0.16% | 1,638 | 2 | 0.1% | $485 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.40万 | 0.16% | 806 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.84万 | 0.16% | 7,262 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.98万 | 0.16% | 998 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $42.60万 | 0.17% | 1,176 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $45.22万 | 0.18% | 708 | 708 | — | $45.22万 | 新建仓 |
| META | META PLATFORMS INC | $45.68万 | 0.18% | 811 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.18万 | 0.18% | 967 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $47.84万 | 0.19% | 15,085 | 118 | 0.8% | $3,742 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $47.98万 | 0.19% | 11,632 | 132 | 1.1% | $5,445 | 加仓 |
| QUAL | ISHARES TR | $51.87万 | 0.20% | 2,364 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $53.68万 | 0.21% | 743 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.42万 | 0.24% | 7,771 | 239 | 3.2% | $1.89万 | 加仓 |
| GOOGL | ALPHABET INC | $61.42万 | 0.24% | 1,719 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $62.41万 | 0.24% | 15,599 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $62.78万 | 0.25% | 1,662 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $72.76万 | 0.28% | 8,419 | -279 | -3.2% | -$2.41万 | 减仓 |
| CAT | CATERPILLAR INC | $75.29万 | 0.29% | 707 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.35万 | 0.32% | 2,893 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $92.00万 | 0.36% | 2,486 | 16 | 0.6% | $5,921 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $99.04万 | 0.39% | 13,900 | 1 | 0.0% | $71 | 加仓 |
| VXUS | VANGUARD STAR FDS | $99.22万 | 0.39% | 11,606 | -29 | -0.2% | -$2,479 | 减仓 |
| EFG | ISHARES TR | $100.23万 | 0.39% | 8,055 | -207 | -2.5% | -$2.58万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $100.63万 | 0.39% | 16,858 | -195 | -1.1% | -$1.16万 | 减仓 |
| DON | WISDOMTREE TR | $101.08万 | 0.40% | 17,885 | -73 | -0.4% | -$4,126 | 减仓 |
| GOOG | ALPHABET INC | $101.78万 | 0.40% | 2,880 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $108.56万 | 0.42% | 4,555 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $112.65万 | 0.44% | 11,682 | -66 | -0.6% | -$6,364 | 减仓 |
| IWS | ISHARES TR | $121.24万 | 0.47% | 7,366 | -790 | -9.7% | -$13.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $168.88万 | 0.66% | 4,527 | 5 | 0.1% | $1,865 | 加仓 |
| VTV | VANGUARD INDEX FDS | $175.11万 | 0.68% | 8,035 | -41 | -0.5% | -$8,935 | 减仓 |
| MGV | VANGUARD WORLD FD | $178.08万 | 0.70% | 10,895 | -411 | -3.6% | -$6.72万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $220.34万 | 0.86% | 23,596 | -19 | -0.1% | -$1,774 | 减仓 |
| VOT | VANGUARD INDEX FDS | $233.97万 | 0.91% | 7,638 | 5 | 0.1% | $1,532 | 加仓 |
| NVDA | NVIDIA CORPORATION | $241.39万 | 0.94% | 12,064 | -2,070 | -14.6% | -$41.42万 | 减仓 |
| MGK | VANGUARD WORLD FD | $242.22万 | 0.95% | 27,553 | -822 | -2.9% | -$7.23万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $260.00万 | 1.02% | 50,980 | 15,393 | 43.3% | $78.51万 | 加仓 |
| — | EXXON MOBIL CORP | $293.20万 | 1.15% | 21,445 | 111 | 0.5% | $1.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $371.29万 | 1.45% | 7,420 | 8 | 0.1% | $4,003 | 加仓 |
| AAPL | APPLE INC | $380.48万 | 1.49% | 13,149 | 2 | 0.0% | $579 | 加仓 |
| IJS | ISHARES TR | $384.56万 | 1.50% | 28,136 | -163 | -0.6% | -$2.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $389.53万 | 1.52% | 12,851 | -131 | -1.0% | -$3.97万 | 减仓 |
| DGS | WISDOMTREE TR | $435.22万 | 1.70% | 67,257 | -660 | -1.0% | -$4.27万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $457.36万 | 1.79% | 29,643 | -659 | -2.2% | -$10.17万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $458.54万 | 1.79% | 23,206 | -1,089 | -4.5% | -$21.52万 | 减仓 |
| IJR | ISHARES TR | $587.04万 | 2.29% | 39,582 | 1,457 | 3.8% | $21.61万 | 加仓 |
| EDV | VANGUARD WORLD FD | $600.93万 | 2.35% | 92,337 | -42,838 | -31.7% | -$278.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $603.49万 | 2.36% | 70,060 | 1,684 | 2.5% | $14.51万 | 加仓 |
| EFV | ISHARES TR | $619.74万 | 2.42% | 80,959 | -4,280 | -5.0% | -$32.76万 | 减仓 |
| IJK | ISHARES TR | $667.18万 | 2.61% | 56,781 | 4 | 0.0% | $470 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $741.44万 | 2.90% | 137,253 | 1,857 | 1.4% | $10.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 2.93% | 10 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $842.34万 | 3.29% | 101,683 | -280 | -0.3% | -$2.32万 | 减仓 |
| IJJ | ISHARES TR | $855.77万 | 3.34% | 57,928 | -1,065 | -1.8% | -$15.73万 | 减仓 |
| REET | ISHARES TR | $883.49万 | 3.45% | 319,875 | 36,653 | 12.9% | $101.24万 | 加仓 |
| IDEV | ISHARES TR | $987.99万 | 3.86% | 110,998 | 1,891 | 1.7% | $16.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,102.37万 | 4.31% | 16,051 | 582 | 3.8% | $39.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,118.07万 | 4.37% | 192,109 | 2,208 | 1.2% | $12.85万 | 加仓 |
| ISCF | ISHARES TR | $1,188.66万 | 4.65% | 274,582 | 722 | 0.3% | $3.13万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,318.88万 | 5.15% | 324,527 | -2,750 | -0.8% | -$11.18万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,651.04万 | 6.45% | 326,485 | 27,369 | 9.1% | $138.41万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,660.93万 | 6.49% | 105,102 | 2,526 | 2.5% | $39.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,878.93万 | 7.34% | 227,336 | 22,393 | 10.9% | $185.08万 | 加仓 |