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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 111 项
建仓 5
增持 43
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.6M
1,820,822
+4%
增持
AAPL
APPLE INC
+$2.9M
42,658
+10%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.2M
1,107,791
+0%
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
DUSB
DIMENSIONAL ETF TRUST
+$1.9M
57,364
+197%
减持
TSLA
TESLA INC
+$1.1M
9,906
-4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$980.8K
92,611
+38%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$926.7K
112,647
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$795.1K
244,640
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$775.8K
65,340
+25%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$770.1K
33,665
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$769.3K
169,973
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$761.2K
157,568
+1%
增持
GOOGL
ALPHABET INC
+$679.7K
6,625
+25%
清仓
IGOV
ISHARES TR
-$667.7K
0
-100%
增持
IWO
ISHARES TR
+$610.8K
11,876
+6%
减持
JNJ
JOHNSON & JOHNSON
+$608.3K
19,371
-1%
减持
NVDA
NVIDIA CORPORATION
+$557.6K
23,040
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$514.1K
41,895
+17%
增持
PG
PROCTER AND GAMBLE CO
-$489.2K
86,920
+0%
减持
QQQ
INVESCO QQQ TR
+$467.8K
10,348
-1%
减持
IWF
ISHARES TR
+$457.4K
11,308
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$453.0K
57,644
+26%
增持
BITB
BITWISE BITCOIN ETF TR
+$445.8K
43,080
+13%
增持
DFSV
DIMENSIONAL ETF TRUST
+$343.1K
75,710
+8%
建仓
MAR
MARRIOTT INTL INC NEW
+$330.5K
1,269
减持
GOOG
ALPHABET INC
+$326.7K
6,010
-6%
减持
IEMG
ISHARES INC
+$309.9K
71,429
-3%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$306.5K
18,016
+27%
增持
MSFT
MICROSOFT CORP
+$266.9K
5,264
+6%
清仓
USIG
ISHARES TR
-$253.2K
0
-100%
清仓
SQ
BLOCK INC
-$250.8K
0
-100%
建仓
CAT
CATERPILLAR INC
+$237.1K
497
清仓
SPMB
SPDR SERIES TRUST
-$224.3K
0
-100%
建仓
IBB
ISHARES TR
+$224.1K
1,552
建仓
ORCL
ORACLE CORP
+$223.0K
793
增持
DFUS
DIMENSIONAL ETF TRUST
+$222.9K
7,628
+55%
减持
IVLU
ISHARES TR
+$219.9K
88,405
-0%
建仓
MU
MICRON TECHNOLOGY INC
+$218.9K
1,308
清仓
IBND
SPDR SERIES TRUST
-$208.2K
0
-100%
清仓
LEMB
ISHARES INC
-$208.1K
0
-100%
清仓
KVUE
KENVUE INC
-$201.5K
0
-100%
减持
IWN
ISHARES TR
+$199.1K
13,732
-3%
减持
—
MEDTRONIC PLC
+$196.2K
24,166
-1%
减持
SPYG
SPDR SERIES TRUST
+$194.0K
26,187
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$180.5K
9,914
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$164.1K
8,554
+0%
减持
COST
COSTCO WHSL CORP NEW
-$160.5K
988
-9%
减持
NFLX
NETFLIX INC
-$157.8K
869
-3%
减持
PYPL
PAYPAL HLDGS INC
-$148.9K
4,792
-24%
减持
EEM
ISHARES TR
+$143.0K
42,730
-4%
增持
META
META PLATFORMS INC
+$132.8K
3,759
+6%
减持
INTU
INTUIT
-$128.5K
1,099
-2%
减持
DIS
DISNEY WALT CO
-$127.9K
5,713
-9%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$115.7K
4,449
+0%
减持
VBR
VANGUARD INDEX FDS
+$109.4K
8,797
-1%
减持
IWS
ISHARES TR
-$103.8K
25,720
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$96.3K
1,875
+29%
减持
EFV
ISHARES TR
+$87.6K
53,945
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$77.5K
11,603
-1%
减持
EFG
ISHARES TR
-$75.6K
21,402
-5%
减持
IWP
ISHARES TR
-$73.5K
46,111
-4%
增持
SRE
SEMPRA
+$72.2K
5,042
+0%
增持
AVGO
BROADCOM INC
+$71.1K
1,198
+2%
增持
—
EXXON MOBIL CORP
+$60.6K
6,748
+4%
减持
AVEM
AMERICAN CENTY ETF TR
+$60.3K
13,955
-3%
减持
VUG
VANGUARD INDEX FDS
+$59.0K
1,510
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$57.2K
3,297
-3%
增持
AMZN
AMAZON COM INC
+$56.7K
14,851
+2%
减持
SCZ
ISHARES TR
+$54.5K
30,910
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$51.6K
2,873
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$51.1K
1,226
-1%
减持
IJK
ISHARES TR
+$50.5K
24,949
-3%
增持
CVX
CHEVRON CORP NEW
+$50.5K
3,629
+1%
减持
SLYG
SPDR SERIES TRUST
+$49.3K
8,912
-0%
减持
BAC
BANK AMERICA CORP
+$49.0K
13,040
-1%
减持
IAU
ISHARES GOLD TR
+$46.2K
4,500
-0%
减持
DE
DEERE & CO
-$45.3K
709
-3%
增持
ARKG
ARK ETF TR
+$45.3K
10,670
+4%
减持
SPYV
SPDR SERIES TRUST
+$44.3K
50,868
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$39.3K
735
+1%
减持
CBRE
CBRE GROUP INC
-$38.1K
6,052
-14%
增持
WMT
WALMART INC
+$36.9K
4,560
+3%
增持
TXN
TEXAS INSTRS INC
-$35.7K
1,739
+2%
增持
HD
HOME DEPOT INC
+$35.0K
690
+3%
增持
COP
CONOCOPHILLIPS
+$33.5K
2,951
+8%
减持
VTWV
VANGUARD SCOTTSDALE FDS
+$31.7K
2,443
-3%
减持
AVUV
AMERICAN CENTY ETF TR
+$28.6K
3,597
-1%
减持
RTX
RTX CORPORATION
-$25.7K
1,252
-22%
增持
AXP
AMERICAN EXPRESS CO
+$24.1K
791
+6%
减持
IWD
ISHARES TR
+$23.6K
5,597
-3%
增持
LLY
ELI LILLY & CO
+$22.2K
494
+9%
减持
ISCF
ISHARES TR
+$19.5K
9,700
-1%
减持
SHOP
SHOPIFY INC
-$16.7K
3,340
-25%
减持
VOT
VANGUARD INDEX FDS
+$15.0K
2,364
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$13.3K
7,958
-0%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$12.6K
19,904
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$11.7K
6,394
+1%
增持
—
EATON CORP PLC
+$11.3K
591
+1%
减持
VXF
VANGUARD INDEX FDS
+$9.1K
1,138
-4%
增持
V
VISA INC
+$7.8K
1,381
+6%
减持
PEP
PEPSICO INC
+$7.4K
1,702
-3%
减持
AVUS
AMERICAN CENTY ETF TR
+$7.2K
2,270
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$6.4K
4,465
+2%
增持
NEAR
ISHARES U S ETF TR
+$5.6K
5,781
+2%
减持
SPEM
SPDR INDEX SHS FDS
+$4.6K
4,954
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$3.9K
5,578
-7%
减持
MDYV
SPDR SERIES TRUST
+$3.7K
2,653
-3%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$2.2K
57,207
-5%
增持
ABT
ABBOTT LABS
+$1.5K
3,610
+2%
减持
IJJ
ISHARES TR
+$1.2K
17,746
-5%
减持
MA
MASTERCARD INCORPORATED
+$392
466
-1%
