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Discipline Wealth Solutions, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Discipline Wealth Solutions, LLC
报告期 2026-03-31 · CIK 0002010507
持仓数
192
前50大市值合计
$851.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 149 项
建仓 64
增持 72
减持 12
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
DFSD
DIMENSIONAL ETF TRUST
+$10.1M
210,579
建仓
STIP
ISHARES TR
+$9.2M
89,042
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.0M
1,122,928
+17%
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
IAGG
ISHARES TR
+$6.1M
119,550
建仓
IAU
ISHARES GOLD TR
+$5.4M
73,633
建仓
EFO
PROSHARES TR
+$4.2M
70,135
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$3.3M
19,736
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.7M
369,842
+20%
增持
ITOT
ISHARES TR
+$2.6M
22,231
+391%
减持
SSXU
STRATEGY SHS
-$2.1M
31,647
-69%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
20,026
+11%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
72,367
+30%
增持
AAPL
APPLE INC
+$2.0M
20,786
+31%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
21,662
+65%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
314,212
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
559,883
+3%
减持
SECT
NORTHERN LTS FD TR IV
-$1.7M
3,275
-90%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.7M
28,178
建仓
AMZN
AMAZON COM INC
+$1.6M
7,467
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
52,921
+363%
增持
BIL
SPDR SERIES TRUST
+$1.5M
22,129
+276%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.4M
332,705
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
84,535
+20%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
11,256
+107%
增持
VB
VANGUARD INDEX FDS
+$1.1M
9,925
+64%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
4,857
增持
NVDA
NVIDIA CORPORATION
+$1.0M
12,754
+51%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.0M
462,494
+5%
建仓
RZV
INVESCO EXCHANGE TRADED FD T
+$1.0M
8,740
增持
TQQQ
PROSHARES TR
+$957.4K
19,949
+50%
增持
DIHP
DIMENSIONAL ETF TRUST
+$948.6K
37,863
+452%
建仓
SPYI
NEOS ETF TRUST
+$922.9K
17,646
增持
IVV
ISHARES TR
+$841.3K
5,947
+18%
增持
AGG
ISHARES TR
+$837.1K
26,546
+44%
增持
SSUS
STRATEGY SHS
+$828.3K
66,981
+25%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$818.2K
45,457
建仓
QQQP
INVESTMENT MANAGERS SER TR I
+$756.5K
4,444
建仓
VUG
VANGUARD INDEX FDS
+$743.9K
1,551
增持
VTIP
VANGUARD MALVERN FDS
+$741.5K
20,394
+252%
建仓
IDEV
ISHARES TR
+$741.4K
9,248
增持
DFIC
DIMENSIONAL ETF TRUST
+$740.7K
30,248
+274%
增持
DFSV
DIMENSIONAL ETF TRUST
+$737.7K
154,980
+9%
建仓
BSVO
EA SERIES TRUST
+$735.1K
32,454
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$728.8K
16,120
建仓
DFAT
DIMENSIONAL ETF TRUST
+$716.8K
12,314
增持
IVE
ISHARES TR
+$686.9K
10,170
+41%
增持
TILT
FLEXSHARES TR
+$672.3K
10,237
+27%
建仓
PBDC
PUTNAM ETF TRUST
+$605.5K
19,051
建仓
VBK
VANGUARD INDEX FDS
+$595.9K
2,002
增持
EFV
ISHARES TR
+$589.6K
26,559
+39%
增持
LGH
NORTHERN LTS FD TR III
+$585.2K
47,327
+13%
增持
DLS
WISDOMTREE TR
+$576.4K
11,710
+148%
建仓
TSLL
DIREXION SHS ETF TR
+$576.2K
27,293
增持
IGSB
ISHARES TR
+$565.4K
284,150
+3%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$560.9K
9,752
建仓
SPY
SPDR S&P 500 ETF TR
+$557.5K
837
增持
VTI
VANGUARD INDEX FDS
+$544.4K
5,622
+31%
增持
DGS
WISDOMTREE TR
+$540.5K
18,107
+103%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$538.3K
35,935
建仓
BIZD
VANECK ETF TRUST
+$521.5K
34,904
增持
IWC
ISHARES TR
+$521.0K
7,096
+69%
增持
JANU
AIM ETF PRODUCTS TRUST
+$506.5K
202,441
+4%
增持
GLD
SPDR GOLD TR
+$505.2K
9,186
+1%
增持
TLTD
FLEXSHARES TR
+$490.9K
22,982
+24%
建仓
O
REALTY INCOME CORP
+$469.2K
7,718
增持
QQH
NORTHERN LTS FD TR III
+$452.1K
40,181
+4%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$437.5K
13,875
增持
MSFT
MICROSOFT CORP
+$435.7K
4,341
+19%
建仓
SPBU
AIM ETF PRODUCTS TRUST
+$431.6K
15,579
增持
SPXL
DIREXION SHS ETF TR
+$423.6K
6,527
+18%
建仓
LLY
ELI LILLY & CO
+$405.2K
531
增持
BSV
VANGUARD BD INDEX FDS
+$405.0K
37,848
+15%
建仓
ABBV
ABBVIE INC
+$403.6K
1,743
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$394.6K
7,728
+175%
建仓
QVOY
ULTIMUS MANAGERS TR
+$386.5K
13,519
建仓
SUI
SUN CMNTYS INC
+$371.2K
2,878
增持
GOOGL
ALPHABET INC
+$352.3K
4,240
+10%
减持
SLV
ISHARES SILVER TR
+$347.2K
39,156
-2%
减持
HCMT
DIREXION SHS ETF TR
+$346.3K
244,557
-10%
建仓
WELL
WELLTOWER INC
+$342.0K
1,920
建仓
CTAS
CINTAS CORP
+$341.6K
1,664
增持
BND
VANGUARD BD INDEX FDS
+$340.0K
12,382
+57%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$338.9K
2,377
增持
WTMF
WISDOMTREE TR
+$338.6K
21,789
+58%
建仓
TKO
TKO GROUP HOLDINGS INC
+$334.4K
1,656
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$332.8K
1,347
增持
SGOV
ISHARES TR
+$330.8K
26,488
+14%
建仓
CWB
SPDR SERIES TRUST
+$329.7K
3,643
建仓
VXUS
VANGUARD STAR FDS
+$329.3K
4,483
建仓
DOL
WISDOMTREE TR
+$326.6K
5,246
建仓
DISV
DIMENSIONAL ETF TRUST
+$315.0K
8,826
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$314.5K
3,580
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$310.9K
3,896
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$282.3K
4,343
建仓
DEM
WISDOMTREE TR
+$276.8K
6,018
建仓
VYMI
VANGUARD WHITEHALL FDS
+$272.6K
3,219
建仓
DIVO
AMPLIFY ETF TR
+$271.1K
6,082
增持
GOOG
ALPHABET INC
+$270.7K
3,153
+12%
增持
V
VISA INC
+$262.3K
2,237
+58%
建仓
EOS
EATON VANCE ENHANCED EQUITY
+$260.4K
10,882
建仓
HD
HOME DEPOT INC
+$259.3K
640
建仓
CLOI
VANECK ETF TRUST
+$258.9K
4,875
建仓
SPYG
SPDR SERIES TRUST
+$258.0K
2,468
建仓
ORCL
ORACLE CORP
+$251.7K
895
增持
VNQ
VANGUARD INDEX FDS
+$250.7K
5,099
+111%
建仓
MRK
MERCK & CO INC
+$244.8K
2,917
增持
EFA
ISHARES TR
+$244.0K
9,851
+30%
建仓
ATMP
BARCLAYS BANK PLC
+$227.6K
7,903
建仓
DUK
DUKE ENERGY CORP NEW
+$227.3K
1,837
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$222.4K
0
-100%
建仓
PAC
GRUPO AEROPUERTO DEL PACIFIC
+$215.4K
908
建仓
AOA
ISHARES TR
+$212.6K
2,412
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$212.3K
5,826
+92%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$210.1K
2,497
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$208.5K
3,849
建仓
PLD
PROLOGIS INC.
+$204.6K
1,787
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$202.3K
717
建仓
SHLD
GLOBAL X FDS
+$200.7K
2,858
增持
EEM
ISHARES TR
+$195.0K
10,219
+41%
增持
SCZ
ISHARES TR
+$194.2K
6,997
+48%
增持
LOW
LOWES COS INC
+$194.2K
2,827
+21%
增持
TSLA
TESLA INC
+$189.6K
1,180
+12%
增持
SHY
ISHARES TR
+$184.7K
15,662
+16%
增持
QQQ
INVESCO QQQ TR
+$180.9K
1,894
+9%
增持
SUB
ISHARES TR
+$167.7K
8,437
+22%
增持
ZECP
ZACKS TRUST
+$159.6K
58,672
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$132.8K
1,393
+25%
增持
TLTE
FLEXSHARES TR
+$120.3K
8,164
+21%
增持
MSTR
STRATEGY INC
+$108.5K
1,896
+53%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$107.5K
1,701
+5%
减持
SH
PROSHARES TR
-$99.9K
14,957
-9%
增持
MUB
ISHARES TR
+$88.7K
7,135
+11%
建仓
—
TIDAL TRUST II
+$88.2K
16,126
增持
RWO
SPDR INDEX SHS FDS
+$67.4K
5,931
+28%
增持
UPS
UNITED PARCEL SERVICE INC
-$62.7K
5,355
+6%
增持
GWX
SPDR INDEX SHS FDS
+$55.9K
8,914
+10%
减持
DDM
PROSHARES TR
-$52.9K
5,005
-17%
增持
XLU
SELECT SECTOR SPDR TR
+$49.1K
4,280
+8%
减持
UDOW
PROSHARES TR
-$48.3K
7,385
-17%
减持
UPRO
PROSHARES TR
-$42.3K
7,093
-22%
建仓
—
HUDSON PAC PPTYS INC
+$29.8K
10,808
减持
IDU
ISHARES TR
-$26.8K
1,937
-16%
减持
TNA
DIREXION SHS ETF TR
-$21.5K
17,585
-28%
增持
DTE
DTE ENERGY CO
+$19.8K
2,190
+0%
减持
SSO
PROSHARES TR
-$13.8K
12,917
-14%
增持
SCHH
SCHWAB STRATEGIC TR
+$11.7K
20,743
+1%
增持
MUNI
PIMCO ETF TR
+$10.2K
6,966
+1%
增持
—
ACCENTURE PLC IRELAND
+$5.7K
1,119
+24%
减持
QLD
PROSHARES TR
+$4.8K
9,180
-14%
