13FBOX
Meredith Wealth Planning · 13F 持仓分析
期权收益计算器 机构排行

Meredith Wealth Planning

No.4721 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.24亿
环比变动 Q1 2026
+$5,459.4万+14.8%
持仓股票数
74
新买入
6
加仓
33
减仓
22
清仓
2
持股不变
13
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
AAvantis·U SAVUV
17.33%17.72%$7,341.5万58.8万股$6,539.5万59.2万股-3,519股-0.59%减仓
AAMERICAN CENTY ETF TRAVGV
12.3%11.23%$5,212.2万61.3万股$4,145.1万53.5万股+7.8万股+14.68%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
11.71%11.95%$4,962.8万118.9万股$4,409.8万120.0万股-1.0万股-0.86%减仓
AAvantis US Small Cap Value ETFAVDV
7.73%8.48%$3,275.7万31.8万股$3,131.2万31.4万股+4,322股+1.38%加仓
A美国世纪ETF信托AVGE
6.95%6.64%$2,945.8万29.7万股$2,452.2万27.9万股+1.9万股+6.69%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
5.88%6.32%$2,489.5万73.0万股$2,331.1万72.3万股+6,019股+0.83%加仓
A美国世纪ETF信托DSPY
4.48%4.64%$1,896.3万28.9万股$1,714.3万28.6万股+3,266股+1.14%加仓
DDimensional维度ETF信托DFCF
3.75%4.01%$1,587.4万37.6万股$1,481.0万35.1万股+2.5万股+7.21%加仓
A美国世纪ETF信托AVUS
3.37%3.31%$1,425.8万11.1万股$1,223.0万11.0万股+1,325股+1.20%加仓
IiShares安硕信托MTUM
3.13%2.51%$1,326.7万3.9万股$928.2万3.9万股+25股+0.06%加仓
DDimensional维度ETF信托DFGP
2.94%2.89%$1,243.8万22.8万股$1,068.2万19.8万股+3.1万股+15.43%加仓
DDimensional维度ETF信托DFSD
2.03%2.08%$861.7万18.0万股$767.5万16.0万股+2.0万股+12.58%加仓
AVANTIS INTLNGG
1.36%1.49%$576.6万6.5万股$550.6万6.5万股-254股-0.39%减仓
IiShares安硕信托IMTM
1.09%1.13%$463.2万8.7万股$415.3万8.6万股+376股+0.43%加仓
DDimensional维度ETF信托DEHP
1.05%0.96%$446.2万10.4万股$355.1万10.5万股-765股-0.73%减仓
EEA SERIES TRUSTAAEQ
1.02%1.02%$430.6万8.1万股$378.1万8.1万股-307股-0.38%减仓
英伟达NVDA
0.89%0.88%$377.6万1.9万股$326.1万1.9万股+175股+0.94%加仓
V先锋领航指数基金VOO
0.82%0.84%$348.7万5,076股$311.8万5,217股-141股-2.70%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.81%0.8%$342.1万3.1万股$294.0万3.1万股+268股+0.86%加仓
G通用动力VTI
0.74%0.84%$314.6万8,503股$311.1万9,697股-1,194股-12.31%减仓
谷歌AGOOGL
0.64%0.57%$269.8万7,548股$211.4万7,353股+195股+2.65%加仓
DDimensional维度ETF信托DFNM
0.63%0.64%$268.4万5.6万股$235.9万4.9万股+6,311股+12.82%加仓
V先锋领航·INSTL INDEX FDVBIL
0.57%0.17%$242.2万3.2万股$63.8万8,433股+2.4万股+279.50%加仓
DDimensional维度ETF信托DGCB
0.51%0.63%$215.4万3.9万股$232.0万4.3万股-3,446股-8.04%减仓
苹果AAPL
0.49%0.47%$207.8万7,181股$175.1万6,898股+283股+4.10%加仓
DDimensional维度ETF信托DUSB
0.45%0.5%$191.8万3.8万股$184.1万3.6万股+1,476股+4.07%加仓
IiShares安硕信托EFV
0.45%0.37%$189.7万2.5万股$137.5万1.8万股+6,135股+33.39%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.42%0.43%$176.0万2.5万股$157.2万2.5万股+2股+0.01%加仓
美光科技MU
0.34%0.12%$144.7万1,253股$42.6万1,260股-7股-0.56%减仓
AALPHA ARCHITECT US QUANTITATIVE VALQVAL
0.33%0.35%$138.0万2.5万股$129.5万2.5万股+43股+0.17%加仓
特斯拉TSLA
0.31%0.32%$133.5万3,173股$119.6万3,218股-45股-1.40%减仓
亚马逊AMZN
0.3%0.29%$125.7万5,274股$107.1万5,141股+133股+2.59%加仓
EEA SERIES TRUSTAAUA
0.26%0.26%$111.3万2.0万股$95.7万2.0万股00.00%持仓不变
DDimensional维度ETF信托DFAC
0.25%0.26%$108.0万2.4万股$94.5万2.4万股+42股+0.17%加仓
Meta平台META
0.24%0.31%$102.7万1,823股$114.3万1,998股-175股-8.76%减仓
卡特彼勒CAT
0.24%0.19%$102.0万958股$69.4万980股-22股-2.24%减仓
V先锋领航STAR基金VXUS
0.24%0.25%$101.8万1.2万股$91.7万1.2万股+16股+0.13%加仓
VanEck ETF信托SMH
0.23%0.16%$98.1万1,496股$57.4万1,496股00.00%持仓不变
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.23%0.24%$97.5万2.6万股$89.0万2.6万股+281股+1.07%加仓
微软MSFT
0.22%0.26%$93.4万2,504股$94.4万2,550股-46股-1.80%减仓
V先锋领航斯科茨代尔基金BSV
0.19%0.23%$82.1万1.0万股$83.7万1.1万股-170股-1.61%减仓
IiShares安硕信托SGOV
0.19%0.21%$79.8万7,929股$79.1万7,860股+69股+0.88%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.18%0.18%$75.5万5,521股$66.2万5,591股-70股-1.25%减仓
DDimensional维度ETF信托DFSV
0.14%0.14%$58.2万1.5万股$52.4万1.5万股+52股+0.35%加仓
DDimensional维度ETF信托DFIV
0.14%0.15%$58.1万1.1万股$56.7万1.1万股00.00%持仓不变
V先锋领航·FSTEVWO
0.13%0.14%$55.8万9,354股$50.6万9,368股-14股-0.15%减仓
RRiot PlatformsRIOT
0.13%0.08%$55.0万2.0万股$30.3万2.5万股-4,445股-18.11%减仓
希捷STX
0.13%0.06%$53.3万552股$21.6万552股00.00%持仓不变
V先锋领航全球基金VGT
0.12%0.1%$49.8万4,170股$36.3万521股+3,649股+700.38%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.11%0.11%$46.0万1.3万股$40.3万1.3万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入