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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 104 项
建仓 3
增持 48
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.2M
1,905,792
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.3M
1,130,975
+2%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
83,173
-4%
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
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$1.3M
49,720
+176%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
198,367
+17%
增持
DFAT
DIMENSIONAL ETF TRUST
+$583.4K
163,846
+4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$554.2K
116,042
+3%
增持
GOOG
ALPHABET INC
+$538.7K
6,381
+6%
减持
AAPL
APPLE INC
+$536.2K
41,927
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$516.6K
70,744
+8%
减持
—
MEDTRONIC PLC
-$488.7K
18,911
-22%
增持
DFSV
DIMENSIONAL ETF TRUST
+$441.1K
86,706
+15%
增持
DUSB
DIMENSIONAL ETF TRUST
+$433.1K
66,062
+15%
增持
JNJ
JOHNSON & JOHNSON
+$421.8K
19,394
+0%
减持
META
META PLATFORMS INC
-$355.6K
3,644
-3%
增持
IWO
ISHARES TR
+$344.1K
12,832
+8%
增持
DFAE
DIMENSIONAL ETF TRUST
+$329.8K
99,780
+8%
增持
NFLX
NETFLIX INC
-$319.9K
7,702
+786%
清仓
HD
HOME DEPOT INC
-$279.6K
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$277.4K
250,263
+2%
增持
MU
MICRON TECHNOLOGY INC
+$273.7K
1,725
+32%
增持
VIGI
VANGUARD WHITEHALL FDS
+$258.0K
43,855
+5%
减持
SPYG
SPDR SERIES TRUST
-$254.7K
23,262
-11%
增持
IWP
ISHARES TR
-$249.6K
46,130
+0%
增持
QQQ
INVESCO QQQ TR
+$248.5K
10,529
+2%
减持
TSLA
TESLA INC
-$246.8K
9,247
-7%
清仓
ORCL
ORACLE CORP
-$223.0K
0
-100%
建仓
AMGN
AMGEN INC
+$221.6K
677
减持
MSFT
MICROSOFT CORP
-$221.6K
5,180
-2%
清仓
—
EATON CORP PLC
-$221.2K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$219.8K
53,010
-7%
建仓
XBI
SPDR SERIES TRUST
+$217.7K
1,786
增持
BITB
BITWISE BITCOIN ETF TR
-$217.3K
51,790
+20%
减持
NVDA
NVIDIA CORPORATION
-$212.3K
21,912
-5%
减持
IWS
ISHARES TR
-$211.2K
23,971
-7%
增持
AMZN
AMAZON COM INC
+$206.1K
15,020
+1%
增持
LLY
ELI LILLY & CO
+$190.6K
528
+7%
增持
DFIS
DIMENSIONAL ETF TRUST
+$154.3K
60,036
+4%
减持
GOOGL
ALPHABET INC
+$134.7K
5,576
-16%
增持
UBER
UBER TECHNOLOGIES INC
-$133.6K
10,252
+3%
减持
IWF
ISHARES TR
-$118.9K
10,940
-3%
减持
IVLU
ISHARES TR
+$110.6K
85,340
-3%
建仓
LCID
LUCID GROUP INC
+$105.7K
10,000
增持
IJK
ISHARES TR
+$102.1K
25,748
+3%
减持
EFV
ISHARES TR
+$99.3K
52,631
-2%
减持
SHOP
SHOPIFY INC
-$99.2K
2,467
-26%
减持
IJJ
ISHARES TR
-$98.4K
16,746
-6%
减持
AVEM
AMERICAN CENTY ETF TR
-$92.2K
12,412
-11%
增持
DFUS
DIMENSIONAL ETF TRUST
+$84.5K
8,589
+13%
减持
COST
COSTCO WHSL CORP NEW
-$82.3K
965
-2%
减持
CBRE
CBRE GROUP INC
-$74.8K
5,465
-10%
减持
CVX
CHEVRON CORP NEW
-$72.0K
3,225
-11%
减持
IAU
ISHARES GOLD TR
-$68.5K
3,191
-29%
增持
MAR
MARRIOTT INTL INC NEW
+$66.6K
1,280
+1%
增持
—
EXXON MOBIL CORP
+$63.9K
6,853
+2%
减持
SLYG
SPDR SERIES TRUST
-$62.2K
8,263
-7%
增持
SMMT
SUMMIT THERAPEUTICS INC
-$61.7K
19,983
+0%
增持
PYPL
PAYPAL HLDGS INC
+$57.9K
6,496
+36%
增持
AVGO
BROADCOM INC
+$54.0K
1,298
+8%
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$49.9K
4,195
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$47.9K
2,902
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$47.8K
32,704
-3%
增持
BAC
BANK AMERICA CORP
+$45.5K
13,058
+0%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$42.1K
11,246
-3%
减持
EQIX
EQUINIX INC
-$41.4K
1,004
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$39.5K
3,105
-6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$39.2K
8,710
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$35.3K
1,581
-16%
增持
VOT
VANGUARD INDEX FDS
+$34.1K
2,614
+11%
增持
AXP
AMERICAN EXPRESS CO
+$32.1K
797
+1%
减持
BCAL
CALIFORNIA BANCORP
+$31.7K
35,133
-7%
减持
V
VISA INC
-$31.3K
1,255
-9%
减持
IWN
ISHARES TR
-$30.0K
13,233
-4%
增持
ABT
ABBOTT LABS
-$29.7K
3,622
+0%
增持
DE
DEERE & CO
+$29.3K
759
+7%
减持
EFG
ISHARES TR
-$24.8K
21,177
-1%
减持
VUG
VANGUARD INDEX FDS
-$24.4K
1,436
-5%
减持
AVUS
AMERICAN CENTY ETF TR
-$23.7K
1,995
-12%
增持
RTX
RTX CORPORATION
+$23.2K
1,269
+1%
减持
SPYV
SPDR SERIES TRUST
-$22.7K
49,143
-3%
减持
COP
CONOCOPHILLIPS
-$22.2K
2,744
-7%
增持
ISCF
ISHARES TR
+$21.5K
10,136
+4%
减持
IWD
ISHARES TR
-$21.1K
5,317
-5%
增持
INTU
INTUIT
-$18.5K
1,105
+1%
减持
TXN
TEXAS INSTRS INC
-$18.5K
1,735
-0%
增持
VTI
VANGUARD INDEX FDS
+$16.5K
1,131
+3%
减持
VBR
VANGUARD INDEX FDS
-$16.4K
8,630
-2%
减持
CAT
CATERPILLAR INC
+$14.9K
440
-11%
减持
WMT
WALMART INC
-$14.2K
4,082
-10%
增持
PEP
PEPSICO INC
+$14.1K
1,746
+3%
减持
EEM
ISHARES TR
-$13.8K
41,454
-3%
增持
NSC
NORFOLK SOUTHN CORP
-$13.5K
1,229
+0%
减持
GLD
SPDR GOLD TR
+$12.4K
1,034
-8%
减持
ARKG
ARK ETF TR
+$11.5K
10,626
-0%
减持
IEMG
ISHARES INC
+$9.6K
70,191
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$7.6K
6,509
+2%
减持
MA
MASTERCARD INCORPORATED
-$7.6K
451
-3%
减持
VTWV
VANGUARD SCOTTSDALE FDS
+$6.6K
2,422
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$5.6K
4,542
+2%
增持
NEAR
ISHARES U S ETF TR
+$4.9K
5,898
+2%
增持
SRE
SEMPRA
-$4.6K
5,050
+0%
减持
AVUV
AMERICAN CENTY ETF TR
+$4.2K
3,552
-1%
减持
SCZ
ISHARES TR
-$2.3K
30,558
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3K
8,553
-0%
