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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 31
增持 82
减持 30
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VBR
VANGUARD INDEX FDS
+$33.1M
237,724
+172%
增持
DFAC
DIMENSIONAL ETF TRUST
+$27.3M
2,333,696
+46%
增持
HCMT
DIREXION SHARES ETF TRUST
+$27.1M
1,057,983
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。
+302%
增持
VB
VANGUARD INDEX FDS
+$24.1M
133,155
+219%
增持
AGG
ISHARES TR
+$23.1M
387,815
+151%
增持
VTI
VANGUARD INDEX FDS
+$18.1M
67,253
+553%
增持
VOO
VANGUARD INDEX FDS
+$17.0M
55,038
+118%
增持
VTV
VANGUARD INDEX FDS
+$16.4M
101,412
+453%
增持
DFIC
DIMENSIONAL ETF TRUST
+$16.3M
755,893
+147%
增持
DUHP
DIMENSIONAL ETF TRUST
+$15.2M
717,922
+144%
增持
BSV
VANGUARD BD INDEX FDS
+$13.4M
295,424
+138%
增持
DFIS
DIMENSIONAL ETF TRUST
+$12.9M
961,790
+63%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.7M
528,729
+42%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$10.4M
281,084
+172%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$9.3M
139,436
+771%
增持
AVDV
AMERICAN CENTY ETF TR
+$8.1M
191,520
+64%
增持
VXUS
VANGUARD STAR FDS
+$7.8M
114,894
+714%
增持
VNQ
VANGUARD INDEX FDS
+$7.8M
99,406
+748%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$7.3M
56,604
+760%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$7.2M
82,868
+744%
增持
BIV
VANGUARD BD INDEX FDS
+$7.2M
728,902
+16%
增持
CWB
SPDR SERIES TRUST
+$7.0M
79,794
+2040%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$6.9M
94,319
+772%
增持
QQH
NORTHERN LTS FD TR III
+$6.8M
156,159
+193%
增持
LGH
NORTHERN LTS FD TR III
+$6.3M
179,545
+181%
增持
DIHP
DIMENSIONAL ETF TRUST
+$6.2M
336,117
+128%
增持
QLD
PROSHARES TR
+$5.4M
122,373
+316%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.0M
103,905
+832%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.9M
235,333
+151%
增持
BND
VANGUARD BD INDEX FDS
+$4.8M
91,872
+250%
增持
DGS
WISDOMTREE TR
+$4.1M
122,314
+113%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.0M
599,763
+12%
增持
SGOV
ISHARES TR
+$2.8M
54,348
+103%
增持
STIP
ISHARES TR
+$2.6M
120,138
+25%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.3M
472,869
+11%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.0M
265,210
+19%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
113,567
+23%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.6M
220,818
+18%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
55,766
+109%
增持
SHY
ISHARES TR
+$1.4M
40,177
+74%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
29,539
+147%
建仓
ESIM
STRATEGY SHS
+$1.3M
50,022
增持
IAGG
ISHARES TR
+$1.2M
153,503
+18%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.1M
31,501
增持
IGSB
ISHARES TR
+$1.1M
342,522
+7%
增持
MRK
MERCK & CO INC
+$1.0M
11,513
+234%
建仓
MBWM
MERCANTILE BK CORP
+$1.0M
19,826
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$966.9K
6,990
减持
EFO
PROSHARES TR
-$901.3K
56,692
-20%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP
+$876.1K
35,922
增持
IAU
ISHARES GOLD TR
+$838.4K
77,256
+5%
建仓
ELCV
STRATEGY SHS
+$802.8K
27,683
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$796.7K
14,082
-25%
减持
SSO
PROSHARES TR
-$758.0K
15,070
-43%
清仓
UPRO
PROSHARES TR
-$714.7K
0
-100%
清仓
TNA
DIREXION SHS ETF TR
-$710.0K
0
-100%
建仓
TPSC
TIMOTHY PLAN
+$696.1K
16,401
增持
BIL
SPDR SERIES TRUST
+$605.7K
30,792
+27%
清仓
UDOW
PROSHARES TR
-$577.8K
0
-100%
增持
TQQQ
PROSHARES TR
+$574.7K
79,641
+53%
增持
AAPL
APPLE INC
+$547.4K
28,475
+16%
减持
SSUS
STRATEGY SHS
-$511.8K
62,033
-11%
建仓
SOXL
DIREXION SHARES ETF TRUST
+$509.1K
10,627
建仓
DXIV
DIMENSIONAL ETF TRUST
+$507.5K
7,514
建仓
MPC
MARATHON PETE CORP
+$499.7K
2,046
增持
IVV
ISHARES TR
+$455.8K
6,671
+17%
建仓
GRNB
VANECK ETF TRUST
+$454.5K
18,969
减持
SPYI
NEOS ETF TRUST
-$452.0K
13,152
-37%
增持
XLE
SELECT SECTOR SPDR TR
+$449.7K
13,761
+56%
建仓
QTAC
ULTIMUS MANAGERS TR
+$437.1K
19,011
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$423.3K
35,025
-36%
建仓
PEP
PEPSICO INC
+$414.1K
2,667
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$405.4K
846
增持
MSFT
MICROSOFT CORP
-$353.6K
5,802
+12%
建仓
OKE
ONEOK INC NEW
+$348.8K
3,859
建仓
VTR
VENTAS INC
+$346.2K
4,233
建仓
ALL
ALLSTATE CORP
+$340.3K
1,641
增持
GLD
SPDR GOLD TR
+$330.7K
9,404
+0%
清仓
CLOI
VANECK ETF TRUST
-$314.8K
0
-100%
清仓
EOS
EATON VANCE ENHANCED EQUITY
-$313.5K
0
-100%
建仓
MS
MORGAN STANLEY
+$308.3K
1,874
增持
DE
DEERE & CO
+$307.3K
1,316
+41%
减持
PBDC
PUTNAM ETF TRUST
-$300.8K
15,408
-35%
减持
DDM
PROSHARES TR
-$297.8K
5,554
-46%
建仓
NUE
NUCOR CORP
+$294.4K
1,741
建仓
DFAU
DIMENSIONAL ETF TRUST
+$288.8K
6,400
建仓
SLVP
ISHARES INC
+$283.9K
8,005
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$262.2K
7,214
-37%
增持
DTE
DTE ENERGY CO
+$260.1K
3,712
+69%
增持
SPXL
DIREXION SHARES ETF TRUST
-$260.0K
11,869
+7%
建仓
FAST
FASTENAL CO
+$253.0K
5,452
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$250.7K
30,418
-33%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$250.5K
1,915
+31%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$244.8K
6,856
增持
AMZN
AMAZON COM INC
-$243.5K
14,672
+3%
减持
BIZD
VANECK ETF TRUST
-$241.3K
29,029
-33%
建仓
DTM
DT MIDSTREAM INC
+$239.3K
1,777
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$236.5K
600
增持
TSLL
DIREXION SHARES ETF TRUST
-$228.0K
51,189
+15%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$228.0K
4,542
建仓
SCHG
SCHWAB STRATEGIC TR
+$217.3K
7,461
建仓
DGRW
WISDOMTREE TR
+$216.9K
2,469
清仓
XLK
SELECT SECTOR SPDR TR
-$215.0K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$208.2K
543
减持
SLV
ISHARES SILVER TR
-$207.0K
34,978
-13%
建仓
WMT
WALMART INC
+$204.7K
1,647
清仓
POST
POST HLDGS INC
-$200.3K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$198.3K
681
+85%
增持
TILT
FLEXSHARES TR
+$189.8K
10,858
+11%
减持
ITOT
ISHARES TR
-$175.4K
21,679
-1%
增持
MSTR
STRATEGY INC
+$159.4K
3,925
+80%
增持
JANU
AIM ETF PRODUCTS TRUST
+$153.6K
215,123
+6%
增持
—
EXXON MOBIL CORP
+$145.1K
2,624
+5%
减持
VYMI
VANGUARD WHITEHALL FDS
-$128.3K
2,377
-39%
增持
TLTD
FLEXSHARES TR
+$127.9K
22,521
+5%
减持
WTMF
WISDOMTREE TR
-$125.5K
8,252
-31%
减持
DIVO
AMPLIFY ETF TR
-$119.0K
4,618
-37%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$114.6K
1,038
-27%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$109.6K
17,675
+54%
减持
SSXU
STRATEGY SHS
-$108.3K
19,970
-14%
增持
EFA
ISHARES TR
+$107.2K
9,198
+12%
增持
DFAT
DIMENSIONAL ETF TRUST
+$97.2K
5,579
+32%
增持
HD
HOME DEPOT INC
+$96.6K
1,058
+45%
减持
GOOG
ALPHABET INC
-$93.7K
3,175
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$90.2K
1,394
-2%
增持
LLY
ELI LILLY & CO
-$76.6K
564
+2%
减持
RZV
INVESCO EXCHANGE TRADED FD T
-$70.5K
7,149
-11%
增持
XLU
SELECT SECTOR SPDR TR
+$68.1K
9,505
+10%
减持
CVX
CHEVRON CORPORATION
+$67.6K
1,317
-2%
增持
MA
MASTERCARD INCORPORATED
-$66.7K
1,016
+1%
增持
—
ACCENTURE PLC IRELAND
-$66.5K
1,261
+7%
减持
VBK
VANGUARD INDEX FDS
-$64.1K
1,776
-11%
减持
EFV
ISHARES TR
+$62.9K
21,555
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$62.1K
1,564
+2%
减持
DLS
WISDOMTREE TR
-$61.9K
9,817
-8%
减持
CAT
CATERPILLAR INC
+$60.5K
448
-0%
增持
SECT
NORTHERN LTS FD TR IV
+$59.7K
4,603
+36%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$58.7K
5,630
+26%
减持
GWX
SPDR INDEX SHS FDS
-$58.4K
7,906
-18%
减持
SUB
ISHARES TR
-$55.4K
6,559
-7%
增持
SH
PROSHARES TR
+$55.3K
15,883
+5%
增持
QQQ
INVESCO QQQ TR
-$52.2K
2,730
+3%
增持
JNJ
JOHNSON & JOHNSON
+$51.5K
1,036
+6%
增持
VUG
VANGUARD INDEX FDS
-$51.3K
1,655
+4%
增持
IVE
ISHARES TR
+$51.2K
8,412
+3%
增持
RWO
SPDR INDEX SHS FDS
+$50.9K
5,494
+23%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$50.6K
26,277
-3%
减持
BSVO
EA SERIES TRUST
+$49.6K
31,580
-2%
增持
RTX
RTX CORPORATION
+$47.8K
1,577
+13%
建仓
MNKD
MANNKIND CORP
+$44.8K
18,293
