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BetterWealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BetterWealth, LLC

报告期 2026-03-31 · CIK 0001911702

持仓数

85

前50大市值合计

$500.5M

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 22Q1

26Q1 调仓2025-12-31 → 2026-03-31 · 共 75 项建仓 16增持 40减持 18清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VBIL VANGUARD INSTL INDEX FD

+$48.0M

655,107 +3019%

增持

AAPL APPLE INC

+$8.6M

175,212 +33%

增持

DFAX DIMENSIONAL ETF TRUST

+$2.3M

1,822,328 +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。

建仓

SHOP SHOPIFY INC

+$2.2M

18,317

增持

AVUV AMERICAN CENTY ETF TR

+$1.7M

163,756 +2%

增持

BIV VANGUARD BD INDEX FDS

+$991.8K

481,986 +4%

增持

DFAC DIMENSIONAL ETF TRUST

-$901.4K

2,830,509 +1%

增持

EBI RBB FUND TRUST

+$776.2K

582,580 +0%

增持

BSV VANGUARD BD INDEX FDS

+$735.9K

285,657 +4%

增持

CGXU CAPITAL GROUP INTL FOCUS EQT

+$672.0K

579,572 +4%

建仓

VV VANGUARD INDEX FDS

+$659.8K

2,208

建仓

VTI VANGUARD INDEX FDS

+$578.0K

1,802

增持

CGGR CAPITAL GROUP GROWTH ETF

-$569.6K

213,461 +4%

增持

AVRE AMERICAN CENTY ETF TR

+$505.5K

339,282 +2%

增持

VEA VANGUARD TAX-MANAGED FDS

+$484.1K

12,579 +144%

建仓

ADI ANALOG DEVICES INC

+$476.3K

1,497

建仓

FNDE SCHWAB STRATEGIC TR

+$458.3K

11,979

减持

GOOG ALPHABET INC

-$457.1K

16,057 -0%

增持

AVEM AMERICAN CENTY ETF TR

+$421.7K

109,104 +0%

减持

ES EVERSOURCE ENERGY

-$385.5K

9,499 -39%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$381.4K

59,868 +10%

建仓

SCHF SCHWAB STRATEGIC TR

+$375.6K

15,174

减持

DUHP DIMENSIONAL ETF TRUST

-$337.9K

128,950 -3%

建仓

FNDX SCHWAB STRATEGIC TR

+$336.2K

12,071

建仓

VB VANGUARD INDEX FDS

+$322.1K

1,230

增持

TSLA TESLA INC

-$319.9K

4,559 +2%

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$310.8K

1,445

建仓

SCHX SCHWAB STRATEGIC TR

+$293.1K

11,430

建仓

FNDF SCHWAB STRATEGIC TR

+$258.4K

5,281

增持

GOOGL ALPHABET INC

+$249.1K

1,926 +98%

清仓

QCOM QUALCOMM INC

-$248.5K

0 -100%

增持

CVX CHEVRON CORPORATION

+$248.4K

3,848 +7%

建仓

LRGF ISHARES TR

+$247.9K

3,756

建仓

AMGN AMGEN INC

+$237.9K

676

建仓

SCHB SCHWAB STRATEGIC TR

+$237.7K

9,469

建仓

AVGO BROADCOM INC

+$228.1K

737

建仓

CAT CATERPILLAR INC

+$225.3K

318

减持

JNJ JOHNSON & JOHNSON

+$180.9K

8,513 -7%

减持

DISV DIMENSIONAL ETF TRUST

+$178.4K

165,839 -1%

增持

— EXXON MOBIL CORP

+$171.4K

2,537 +18%

减持

DFSU DIMENSIONAL ETF TRUST

-$157.3K

55,184 -1%

减持

DFEM DIMENSIONAL ETF TRUST

+$142.7K

127,767 -1%

增持

WMT WALMART INC

+$123.0K

3,729 +22%

增持

AMAT APPLIED MATLS INC

+$121.7K

1,423 +0%

增持

NVDA NVIDIA CORPORATION

+$89.5K

11,412 +12%

减持

DFSV DIMENSIONAL ETF TRUST

+$85.7K

96,612 -4%

增持

INTU INTUIT

-$70.6K

468 +14%

增持

COST COSTCO WHOLESALE CORPORATION

+$68.9K

295 +13%

增持

JPM JPMORGAN CHASE & CO

+$62.3K

905 +43%

增持

WFC WELLS FARGO & CO

-$46.0K

3,526 +1%

减持

MU MICRON TECHNOLOGY INC

-$43.5K

733 -28%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$42.0K

381 -10%

减持

DIHP DIMENSIONAL ETF TRUST

+$41.6K

164,993 -1%

增持

VOO VANGUARD INDEX FDS

+$39.5K

2,969 +7%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

-$39.2K

240,559 +2%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$38.8K

1,826 +0%

增持

META META PLATFORMS INC

-$38.6K

477 +1%

增持

NFLX NETFLIX INC.

+$35.5K

2,710 +13%

增持

VTV VANGUARD INDEX FDS

+$30.6K

1,838 +6%

增持

LLY ELI LILLY & CO

-$27.9K

652 +12%

减持

DFSI DIMENSIONAL ETF TRUST

-$27.3K

26,243 -1%

增持

AMZN AMAZON COM INC

+$22.6K

3,309 +15%

减持

TD TORONTO DOMINION BK ONT

-$21.0K

2,480 -7%

减持

DFUV DIMENSIONAL ETF TRUST

+$16.4K

18,261 -2%

减持

DFAT DIMENSIONAL ETF TRUST

+$15.8K

17,746 -3%

增持

SBUX STARBUCKS CORP

+$14.3K

2,603 +0%

增持

DFSB DIMENSIONAL ETF TRUST

+$14.3K

15,656 +2%

增持

AMD ADVANCED MICRO DEVICES INC

-$11.3K

1,195 +1%

增持

MSFT MICROSOFT CORP

+$6.3K

1,441 +32%

减持

VXUS VANGUARD STAR FDS

-$4.5K

4,065 -4%

减持

DFSE DIMENSIONAL ETF TRUST

+$3.9K

12,357 -1%

增持

DFSD DIMENSIONAL ETF TRUST

+$3.7K

30,074 +0%

增持

CSCO CISCO SYS INC

+$2.9K

4,249 +0%

减持

VGSR MANAGER DIRECTED PORTFOLIOS

-$2.8K

18,915 -1%

增持

VCEB VANGUARD WORLD FD

+$1.8K

25,375 +1%