Pandowealth. LLC
PEACHTREE CITY GA · SEC CIK 0002143045
$1.76亿2026Q1 申报市值
19持仓数
98.8%前十大占比 · 第一大 37.3%
1 / 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
DFAU 加仓+$244.96万
DIMENSIONAL ETF 加仓+$218.51万
VOO 加仓+$155.96万
VSDM 新建仓+$69.45万
DFGP 加仓+$48.87万
2026Q1 卖出最多 按季末市值估算
VTEB 减仓-$26.19万
WMT 清仓-$22.45万
VTEC 减仓-$17.16万
AAPL 减仓-$13.98万
VTI 减仓-$6.87万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,015 | -100.0% | -$22.45万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 2,507,600 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.07万 | 0.11% | 2,532 | 1 | 0.0% | $79 | 加仓 |
| TIP | ISHARES TR | $20.41万 | 0.12% | 1,849 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $21.96万 | 0.12% | 2,216 | -1,732 | -43.9% | -$17.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $22.03万 | 0.13% | 1,123 | 5 | 0.4% | $981 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.15万 | 0.13% | 341 | -73 | -17.6% | -$4.74万 | 减仓 |
| AAPL | APPLE INC | $28.79万 | 0.16% | 1,135 | -551 | -32.7% | -$13.98万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $33.91万 | 0.19% | 6,796 | -5,250 | -43.6% | -$26.19万 | 减仓 |
| GLD | SPDR GOLD TR | $38.51万 | 0.22% | 895 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $45.58万 | 0.26% | 13,416 | -185 | -1.4% | -$6,285 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $69.31万 | 0.39% | 13,115 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $69.45万 | 0.40% | 9,104 | 9,104 | — | $69.45万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $69.76万 | 0.40% | 14,395 | -36 | -0.2% | -$1,745 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $165.21万 | 0.94% | 26,455 | 60 | 0.2% | $3,747 | 加仓 |
| VTI | VANGUARD INDEX FDS | $167.09万 | 0.95% | 5,208 | -214 | -3.9% | -$6.87万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $886.77万 | 5.05% | 164,247 | 9,051 | 5.8% | $48.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,865.99万 | 22.01% | 994,850 | 56,230 | 6.0% | $218.51万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,472.30万 | 31.15% | 1,479,928 | 66,247 | 4.7% | $244.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,548.31万 | 37.27% | 109,586 | 2,610 | 2.4% | $155.96万 | 加仓 |