Pandowealth. LLC
PEACHTREE CITY GA · SEC CIK 0002143045
$1.95亿2026Q2 申报市值
18持仓数
98.9%前十大占比 · 第一大 40.0%
1 / 2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
VOO 加仓+$266.89万
VCRB 新建仓+$120.58万
DIMENSIONAL ETF 加仓+$118.15万
DFAU 加仓+$79.65万
VSDM 加仓+$58.62万
2026Q2 卖出最多 按季末市值估算
DFGP 减仓-$854.55万
TIP 清仓-$20.41万
VCSH 清仓-$20.07万
DIMENSIONAL ETF 减仓-$6.40万
VTEB 减仓-$4.27万
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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,849 | -100.0% | -$20.41万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,532 | -100.0% | -$20.07万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 2,507,600 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.01万 | 0.12% | 2,387 | 171 | 7.7% | $1.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.57万 | 0.13% | 1,127 | 4 | 0.4% | $872 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.49万 | 0.13% | 341 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $30.11万 | 0.15% | 5,952 | -844 | -12.4% | -$4.27万 | 减仓 |
| AAPL | APPLE INC | $30.81万 | 0.16% | 1,065 | -70 | -6.2% | -$2.02万 | 减仓 |
| GLD | SPDR GOLD TR | $32.97万 | 0.17% | 895 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $39.94万 | 0.21% | 7,334 | -156,913 | -95.5% | -$854.55万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $49.47万 | 0.25% | 13,429 | 13 | 0.1% | $479 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $69.76万 | 0.36% | 13,115 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $80.02万 | 0.41% | 14,546 | 151 | 1.0% | $8,306 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $120.58万 | 0.62% | 15,613 | 15,613 | — | $120.58万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $128.39万 | 0.66% | 16,754 | 7,650 | 84.0% | $58.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $178.52万 | 0.92% | 25,540 | -915 | -3.5% | -$6.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $193.14万 | 0.99% | 5,219 | 11 | 0.2% | $4,071 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,531.30万 | 23.28% | 1,021,485 | 26,635 | 2.7% | $118.15万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $6,109.62万 | 31.39% | 1,499,476 | 19,548 | 1.3% | $79.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,793.37万 | 40.04% | 113,472 | 3,886 | 3.5% | $266.89万 | 加仓 |