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Discipline Wealth Solutions, LLC · 13F 持仓分析
期权收益计算器 机构排行

Discipline Wealth Solutions, LLC

No.2528 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.46亿
环比变动 Q1 2026
+$1.96亿+20.7%
持仓股票数
197
新买入
20
加仓
103
减仓
51
清仓
15
持股不变
23
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
10.03%9.55%$1.15亿259.2万股$9,068.7万233.4万股+25.8万股+11.06%加仓
V先锋领航债券指数基金BIV
5.48%5.92%$6,277.5万81.8万股$5,625.7万72.9万股+9.0万股+12.29%加仓
V先锋领航·SMALLVBR
5.26%5.44%$6,026.1万24.8万股$5,164.5万23.8万股+1.0万股+4.32%加仓
DDirexion·SHS ETF TRHCMT
4.4%3.92%$5,045.4万120.3万股$3,723.0万105.8万股+14.5万股+13.71%加仓
V先锋领航指数基金VOO
4.17%3.46%$4,776.0万7.0万股$3,288.8万5.5万股+1.5万股+26.35%加仓
V先锋领航·FTSEVEA
4.03%3.57%$4,615.8万64.8万股$3,388.1万52.9万股+11.9万股+22.53%加仓
V先锋领航指数基金VB
3.86%3.67%$4,428.6万14.6万股$3,487.6万13.3万股+1.3万股+9.72%加仓
IiShares安硕信托AGG
3.27%4.05%$3,745.6万37.8万股$3,849.8万38.8万股-9,396股-2.42%减仓
DDimensional维度ETF信托DFIS
3.1%3.41%$3,555.1万101.5万股$3,238.3万96.2万股+5.3万股+5.52%加仓
V先锋领航·TOTALBNDX
2.78%3.03%$3,187.1万65.8万股$2,881.9万60.0万股+5.8万股+9.73%加仓
G通用动力VTI
2.76%2.27%$3,162.9万8.5万股$2,157.5万6.7万股+1.8万股+27.09%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
2.53%2.78%$2,897.2万69.4万股$2,639.1万71.8万股-2.4万股-3.30%减仓
V先锋领航指数基金VTV
2.45%2.09%$2,802.6万12.9万股$1,989.7万10.1万股+2.7万股+26.81%加仓
DDimensional维度ETF信托DFIC
2.36%2.83%$2,703.8万72.6万股$2,685.7万75.6万股-3.0万股-4.00%减仓
V先锋领航债券指数基金BSV
2.1%2.44%$2,411.6万31.0万股$2,316.4万29.5万股+1.4万股+4.78%加仓
DDimensional维度ETF信托DFEM
1.96%1.72%$2,247.7万55.3万股$1,633.8万47.3万股+8.0万股+16.96%加仓
AAvantis US Small Cap Value ETFAVDV
1.76%2.01%$2,012.2万19.5万股$1,912.5万19.2万股+3,746股+1.96%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.66%1.9%$1,905.8万36.4万股$1,800.3万34.3万股+2.1万股+6.16%加仓
NNORTHERN LTS FD TR IIIQQH
1.43%1.15%$1,637.7万19.1万股$1,090.5万15.6万股+3.5万股+22.52%加仓
V先锋领航斯科茨代尔基金VGSH
1.42%1.73%$1,629.4万28.0万股$1,645.5万28.1万股-1,118股-0.40%减仓
V先锋领航国际股票指数基金VEU
1.31%1.1%$1,504.9万18.0万股$1,047.2万13.9万股+4.0万股+28.87%加仓
NNORTHERN LTS FD TR IIILGH
1.27%1.08%$1,450.3万22.7万股$1,022.7万18.0万股+4.8万股+26.69%加仓
IiShares安硕信托STIP
1.17%1.31%$1,344.9万13.2万股$1,242.6万12.0万股+1.2万股+9.58%加仓
DDimensional维度ETF信托DFSD
1.17%1.34%$1,337.2万28.0万股$1,269.8万26.5万股+1.5万股+5.59%加仓
V先锋领航指数基金VNQ
1.09%0.93%$1,253.5万13.0万股$881.7万9.9万股+3.1万股+30.77%加仓
V先锋领航国际股票指数基金VPL
1.06%0.85%$1,209.5万10.5万股$809.9万8.3万股+2.2万股+26.16%加仓
V先锋领航STAR基金VXUS
1.03%0.93%$1,178.6万13.8万股$885.9万11.5万股+2.3万股+20.00%加仓
V先锋领航国际股票指数基金VSS
0.99%0.87%$1,138.3万7.4万股$825.2万5.7万股+1.7万股+30.33%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
0.97%1.14%$1,111.6万32.6万股$1,083.0万33.6万股-1.0万股-3.09%减仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.97%0.85%$1,109.1万13.5万股$807.8万11.4万股+2.1万股+18.60%加仓
V先锋领航国际股票指数基金VGK
0.94%0.82%$1,075.8万12.2万股$777.5万9.4万股+2.7万股+28.82%加仓
DDimensional维度ETF信托DFSV
0.92%0.81%$1,051.7万27.1万股$773.7万22.1万股+5.0万股+22.78%加仓
V先锋领航·TOTALBND
0.88%0.71%$1,007.1万13.7万股$676.5万9.2万股+4.5万股+49.32%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.8%0.84%$912.3万22.7万股$796.8万23.5万股-8,440股-3.59%减仓
苹果AAPL
0.74%0.76%$843.8万2.9万股$722.7万2.8万股+687股+2.41%加仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.73%0.81%$831.5万16.4万股$768.1万15.4万股+1.1万股+7.05%加仓
V先锋领航·FSTEVWO
0.72%0.59%$825.9万13.8万股$561.6万10.4万股+3.4万股+33.17%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.68%0.77%$784.5万7.3万股$730.3万8.0万股-7,032股-8.81%减仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
0.67%0.77%$764.6万11.8万股$735.1万12.2万股-4,153股-3.40%减仓
PProShares信托QLD
0.6%0.79%$688.1万7.1万股$746.5万12.2万股-5.1万股-41.89%减仓
AAIM ETF PRODUCTS TRUSTJANU
0.58%0.62%$663.1万22.0万股$588.0万21.5万股+4,961股+2.31%加仓
IiShares黄金信托IAU
0.5%0.72%$576.1万7.6万股$681.1万7.7万股-967股-1.25%减仓
PPROSHARES ULTRAPRO QQQTQQQ
0.48%0.35%$552.4万6.8万股$331.9万8.0万股-1.1万股-14.37%减仓
IiShares安硕信托IVV
0.44%0.46%$508.8万6,794股$435.7万6,671股+123股+1.84%加仓
PPROSHARES TREFO
0.43%0.38%$496.1万6.8万股$360.6万5.7万股+1.1万股+19.59%加仓
英伟达NVDA
0.37%0.38%$426.5万2.1万股$364.6万2.1万股+409股+1.96%加仓
V先锋领航·MALVERN FDSVTIP
0.34%0.29%$386.5万7.7万股$278.5万5.6万股+2.1万股+37.99%加仓
SSPDR黄金信托GLD
0.34%0.43%$385.9万1.0万股$404.6万9,404股+1,072股+11.40%加仓
IiShares安硕信托ITOT
0.32%0.33%$363.9万2.2万股$308.8万2.2万股+474股+2.19%加仓
DDAY HAGAN SMART SECTOR ETFSSUS
0.31%0.3%$353.6万6.4万股$289.6万6.2万股+1,903股+3.07%加仓

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