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Wheels Up Wealth, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Wheels Up Wealth, Inc.

No.8848 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.18亿
环比变动 Q1 2026
+$1,156.1万+10.9%
持仓股票数
23
新买入
0
加仓
12
减仓
6
清仓
1
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
29.21%27.65%$3,445.1万77.7万股$2,941.1万75.7万股+2.0万股+2.61%加仓
DDimensional维度ETF信托DFCF
13.92%14.3%$1,641.5万38.9万股$1,521.4万36.0万股+2.9万股+7.92%加仓
A美国世纪ETF信托AVUS
10.68%10.61%$1,259.7万9.8万股$1,128.3万10.1万股-3,129股-3.08%减仓
DDimensional维度ETF信托DFGP
10.55%10.87%$1,244.2万22.8万股$1,156.6万21.4万股+1.4万股+6.65%加仓
DDimensional维度ETF信托DFIC
8.31%8.69%$980.3万26.3万股$924.0万26.0万股+3,037股+1.17%加仓
AVANTIS INTLNGG
4.02%4.19%$473.5万5.3万股$446.3万5.3万股+489股+0.93%加仓
DDimensional维度ETF信托DFSU
3.51%3.23%$413.8万8.9万股$344.0万8.4万股+5,025股+6.00%加仓
DDimensional维度ETF信托DFEM
3.48%3.41%$410.2万10.1万股$362.8万10.5万股-4,089股-3.89%减仓
AAVANTIS CORE FIXED INCOME ETFAVIG
2.86%3.04%$337.0万8.1万股$323.5万7.8万股+3,493股+4.48%加仓
A美国世纪ETF信托AVEM
2.58%2.5%$304.6万3.2万股$265.8万3.3万股-1,426股-4.32%减仓
DDimensional维度ETF信托DFSD
2.11%2.29%$249.2万5.2万股$244.0万5.1万股+1,218股+2.39%加仓
DDimensional维度ETF信托DFGR
1.57%1.58%$185.2万6.4万股$168.0万6.3万股+742股+1.17%加仓
DDimensional维度ETF信托DFSB
1.4%1.35%$164.7万3.2万股$143.4万2.8万股+3,893股+14.05%加仓
DDimensional维度ETF信托DFNM
1.35%1.48%$159.0万3.3万股$157.1万3.3万股+124股+0.38%加仓
DDimensional维度ETF信托DFSI
1.33%1.34%$157.4万3.5万股$142.3万3.4万股+1,341股+4.00%加仓
DDimensional维度ETF信托DFAU
0.69%0.67%$81.5万1.6万股$71.1万1.6万股00.00%持仓不变
DDimensional维度ETF信托DFSE
0.67%0.67%$79.2万1.6万股$71.1万1.7万股-575股-3.43%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.46%0.49%$54.1万1.3万股$52.4万1.3万股-328股-2.44%减仓
V先锋领航指数基金VOO
0.35%0.3%$41.0万557股$32.2万557股00.00%持仓不变
沃尔玛WMT
0.32%0.38%$37.2万3,285股$40.8万3,285股00.00%持仓不变
A美国世纪ETF信托AVMU
0.23%0.25%$26.6万5,711股$26.2万5,711股00.00%持仓不变
MMANAGER DIRECTED PORTFOLIOSVGSR
0.21%0.22%$24.6万2.2万股$23.4万2.3万股-970股-4.29%减仓
DDimensional维度ETF信托DFCA
0.21%0.23%$24.6万4,902股$24.4万4,902股00.00%持仓不变

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