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VANCE WEALTH, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VANCE WEALTH, INC.
报告期 2026-03-31 · CIK 0001910854
持仓数
118
前50大市值合计
$316.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 108 项
建仓 16
增持 46
减持 44
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.2M
1,747,982
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.9M
1,107,703
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.2M
155,473
+188%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IWF
ISHARES TR
+$2.5M
11,398
+78%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$2.1M
59,974
-32%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.7M
33,242
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
23,681
+15%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
237,485
+11%
减持
IWS
ISHARES TR
-$1.2M
27,971
-28%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
155,872
+10%
建仓
AVEM
AMERICAN CENTY ETF TR
+$987.9K
14,413
增持
PG
PROCTER AND GAMBLE CO
-$953.1K
86,897
+0%
减持
QQQ
INVESCO QQQ TR
+$841.4K
10,427
-0%
增持
MSFT
MICROSOFT CORP
+$835.4K
4,945
+14%
减持
IWN
ISHARES TR
-$775.2K
14,128
-29%
增持
TSLA
TESLA INC
+$697.2K
10,271
+4%
建仓
VOT
VANGUARD INDEX FDS
+$680.5K
2,393
增持
AMZN
AMAZON COM INC
+$670.3K
14,605
+10%
建仓
IGOV
ISHARES TR
+$667.7K
15,491
减持
VONG
VANGUARD SCOTTSDALE FDS
+$588.9K
115,817
-11%
增持
BITB
BITWISE BITCOIN ETF TR
+$566.5K
38,140
+3%
减持
META
META PLATFORMS INC
+$536.6K
3,560
-2%
增持
IWO
ISHARES TR
+$510.2K
11,160
+6%
增持
IVLU
ISHARES TR
+$453.9K
88,682
+9%
增持
AAPL
APPLE INC
-$451.0K
38,648
+2%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$437.9K
4,434
+70%
减持
DFAE
DIMENSIONAL ETF TRUST
-$434.6K
66,985
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$413.0K
8,515
-0%
清仓
AVLV
AMERICAN CENTY ETF TR
-$409.5K
0
-100%
减持
IJJ
ISHARES TR
-$404.6K
18,618
-18%
增持
NFLX
NETFLIX INC
+$403.5K
896
+5%
建仓
EFA
ISHARES TR
+$388.8K
4,350
建仓
ISCF
ISHARES TR
+$379.4K
9,787
增持
VIGI
VANGUARD WHITEHALL FDS
+$374.5K
35,935
+4%
减持
IEMG
ISHARES INC
+$345.8K
73,275
-2%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$337.1K
14,200
+23%
建仓
AVUV
AMERICAN CENTY ETF TR
+$329.4K
3,616
建仓
AVGO
BROADCOM INC
+$324.2K
1,176
增持
UBER
UBER TECHNOLOGIES INC
+$287.4K
12,345
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$263.4K
11,731
+3%
减持
JNJ
JOHNSON & JOHNSON
-$262.6K
19,532
-0%
建仓
USIG
ISHARES TR
+$253.2K
4,922
建仓
SQ
BLOCK INC
+$250.8K
3,692
建仓
AVUS
AMERICAN CENTY ETF TR
+$239.5K
2,376
建仓
AXP
AMERICAN EXPRESS CO
+$238.6K
748
减持
DFIV
DIMENSIONAL ETF TRUST
-$229.8K
52,246
-17%
清仓
UNH
UNITEDHEALTH GROUP INC
-$224.7K
0
-100%
建仓
SPMB
SPDR SERIES TRUST
+$224.3K
10,149
增持
GOOG
ALPHABET INC
+$215.2K
6,410
+9%
建仓
—
EATON CORP PLC
+$209.9K
588
建仓
IBND
SPDR SERIES TRUST
+$208.2K
6,387
建仓
LEMB
ISHARES INC
+$208.1K
5,152
减持
SPYG
SPDR SERIES TRUST
+$207.9K
26,677
-8%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$207.1K
1,459
增持
INTU
INTUIT
+$203.6K
1,116
+1%
增持
GOOGL
ALPHABET INC
+$182.2K
5,282
+9%
增持
COST
COSTCO WHSL CORP NEW
+$172.8K
1,086
+14%
减持
SPYV
SPDR SERIES TRUST
-$168.4K
52,928
-8%
增持
JPM
JPMORGAN CHASE & CO.
+$160.8K
3,390
+1%
减持
EFV
ISHARES TR
+$151.3K
56,262
-3%
减持
SCZ
ISHARES TR
+$146.1K
31,878
-7%
增持
SHOP
SHOPIFY INC
+$131.9K
4,448
+11%
增持
VUG
VANGUARD INDEX FDS
+$130.8K
1,519
+5%
减持
EFG
ISHARES TR
+$128.4K
22,436
-6%
减持
IJK
ISHARES TR
+$102.3K
25,740
-4%
减持
VBR
VANGUARD INDEX FDS
-$93.4K
8,896
-9%
减持
DUSB
DIMENSIONAL ETF TRUST
-$85.4K
19,284
-8%
减持
EEM
ISHARES TR
+$80.5K
44,337
-6%
减持
—
MEDTRONIC PLC
-$70.4K
24,349
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$70.1K
4,919
+15%
增持
CBRE
CBRE GROUP INC
+$68.8K
7,077
+0%
减持
IWP
ISHARES TR
+$67.7K
47,881
-14%
减持
BAC
BANK AMERICA CORP
+$57.6K
13,181
-3%
减持
PYPL
PAYPAL HLDGS INC
+$57.3K
6,327
-0%
增持
WMT
WALMART INC
+$57.1K
4,429
+3%
增持
—
EXXON MOBIL CORP
-$56.1K
6,496
+2%
减持
NEAR
ISHARES U S ETF TR
-$55.8K
5,691
-16%
减持
DE
DEERE & CO
-$55.0K
729
-20%
增持
CVX
CHEVRON CORP NEW
-$53.9K
3,583
+6%
减持
BSV
VANGUARD BD INDEX FDS
-$52.5K
4,395
-14%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$50.6K
2,510
-16%
增持
MA
MASTERCARD INCORPORATED
+$46.5K
471
+18%
减持
COP
CONOCOPHILLIPS
-$46.4K
2,737
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.6K
1,321
+13%
减持
DIS
DISNEY WALT CO
+$42.6K
6,306
-16%
减持
TXN
TEXAS INSTRS INC
+$41.7K
1,711
-2%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$39.8K
19,915
+0%
减持
SLYG
SPDR SERIES TRUST
-$34.4K
8,915
-10%
增持
DFIC
DIMENSIONAL ETF TRUST
+$34.2K
7,966
+4%
增持
PEP
PEPSICO INC
-$30.2K
1,754
+0%
增持
KVUE
KENVUE INC
-$28.5K
9,628
+0%
增持
LLY
ELI LILLY & CO
+$24.3K
455
+14%
减持
NSC
NORFOLK SOUTHN CORP
+$22.5K
1,239
-0%
增持
SRE
SEMPRA
+$22.5K
5,035
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$22.2K
6,305
-5%
减持
DFSV
DIMENSIONAL ETF TRUST
-$21.8K
70,250
-5%
减持
RTX
RTX CORPORATION
+$19.2K
1,611
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$18.0K
2,889
+3%
增持
EQIX
EQUINIX INC
-$17.3K
1,035
+0%
增持
HD
HOME DEPOT INC
+$16.2K
667
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$15.3K
5,981
-6%
减持
IAU
ISHARES GOLD TR
+$14.8K
4,510
-0%
增持
ABT
ABBOTT LABS
+$14.6K
3,544
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$10.3K
731
-7%
减持
VTI
VANGUARD INDEX FDS
+$4.4K
1,102
-8%
减持
V
VISA INC
+$2.8K
1,306
-1%
减持
IWD
ISHARES TR
+$1.2K
5,745
-3%
减持
DFIS
DIMENSIONAL ETF TRUST
+$1.2K
45,922
-13%
