13FBOX
David Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

David Wealth Management LLC

No.8505 数据截至 Q3 2025
最新持仓市值 (Q3 2025)
$1.34亿
环比变动 Q2 2025
+$3.8万+0.0%
持仓股票数
55
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
55
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Q3 2025 市值Q3 2025 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
19.78%19.79%$2,658.3万74.2万股$2,658.3万74.2万股00.00%持仓不变
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
15.57%15.57%$2,092.1万71.2万股$2,092.1万71.2万股00.00%持仓不变
DDimensional维度ETF信托DFSD
12.89%12.9%$1,732.3万36.1万股$1,732.3万36.1万股00.00%持仓不变
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
9.74%9.75%$1,309.3万19.5万股$1,309.3万19.5万股00.00%持仓不变
DDimensional维度ETF信托DFNM
6.09%6.09%$818.6万17.3万股$818.6万17.3万股00.00%持仓不变
DDimensional维度ETF信托DFCF
5.06%5.07%$680.5万16.1万股$680.5万16.1万股00.00%持仓不变
DDimensional维度ETF信托DFIP
4.74%4.74%$636.5万15.2万股$636.5万15.2万股00.00%持仓不变
DANAHER DEL COMDHR
4.46%4.46%$599.3万3.0万股$599.3万3.0万股00.00%持仓不变
英伟达NVDA
2.08%2.08%$279.4万1.8万股$279.4万1.8万股00.00%持仓不变
Truist金融TFC
1.74%1.74%$233.3万5.4万股$233.3万5.4万股00.00%持仓不变
苹果AAPL
1.26%1.26%$169.8万8,275股$169.8万8,275股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.07%1.07%$144.1万4.2万股$144.1万4.2万股00.00%持仓不变
S嘉信·USSCHX
1.05%1.05%$141.2万5.8万股$141.2万5.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.9%0.9%$120.5万2,839股$120.5万2,839股00.00%持仓不变
万豪MAR
0.78%0.78%$105.3万3,854股$105.3万3,854股00.00%持仓不变
VERALTO COM SHSVLTO
0.75%0.75%$100.4万9,945股$100.4万9,945股00.00%持仓不变
DDimensional维度·USDFUV
0.66%0.66%$88.9万2.1万股$88.9万2.1万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.65%0.65%$87.0万1.6万股$87.0万1.6万股00.00%持仓不变
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.63%0.63%$85.1万2,978股$85.1万2,978股00.00%持仓不变
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.62%0.63%$84.0万1.4万股$84.0万1.4万股00.00%持仓不变
S嘉信策略信托SCHF
0.58%0.58%$78.2万3.5万股$78.2万3.5万股00.00%持仓不变
亚马逊AMZN
0.52%0.52%$69.3万3,157股$69.3万3,157股00.00%持仓不变
V先锋领航指数基金VOO
0.51%0.51%$68.1万1,235股$68.1万1,235股00.00%持仓不变
V先锋领航·FTSEVEA
0.44%0.44%$59.1万1.0万股$59.1万1.0万股00.00%持仓不变
迪士尼DIS
0.4%0.4%$53.3万4,300股$53.3万4,300股00.00%持仓不变
ADPADP
0.38%0.38%$51.5万1,669股$51.5万1,669股00.00%持仓不变
财捷INTU
0.36%0.36%$48.0万609股$48.0万609股00.00%持仓不变
S嘉信策略信托SCHM
0.34%0.34%$45.1万1.6万股$45.1万1.6万股00.00%持仓不变
微软MSFT
0.33%0.33%$44.9万904股$44.9万904股00.00%持仓不变
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.32%0.32%$42.5万1.7万股$42.5万1.7万股00.00%持仓不变
SSPROTT PHYSICAL SILVER ESLVR
0.31%0.31%$41.9万3.4万股$41.9万3.4万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.3%0.3%$40.2万1,864股$40.2万1,864股00.00%持仓不变
联合太平洋铁路UNP
0.29%0.29%$39.3万1,709股$39.3万1,709股00.00%持仓不变
摩根大通JPM
0.28%0.28%$37.7万1,299股$37.7万1,299股00.00%持仓不变
V先锋领航指数基金VB
0.26%0.26%$35.2万1,486股$35.2万1,486股00.00%持仓不变
强生JNJ
0.25%0.25%$33.7万2,203股$33.7万2,203股00.00%持仓不变
V先锋领航白厅基金VYM
0.25%0.25%$33.5万2,511股$33.5万2,511股00.00%持仓不变
史赛克SYK
0.24%0.24%$31.8万803股$31.8万803股00.00%持仓不变
柯蒂斯怀特CW
0.23%0.23%$30.5万624股$30.5万624股00.00%持仓不变
好市多COST
0.22%0.22%$30.0万303股$30.0万303股00.00%持仓不变
达登饭店DRI
0.22%0.22%$29.4万1,347股$29.4万1,347股00.00%持仓不变
IiShares安硕信托IJK
0.22%0.22%$29.1万3,202股$29.1万3,202股00.00%持仓不变
艾默生电气EMR
0.21%0.21%$28.2万2,116股$28.2万2,116股00.00%持仓不变
IiShares安硕信托IWC
0.2%0.2%$26.4万2,067股$26.4万2,067股00.00%持仓不变
S嘉信·USSCHP
0.19%0.19%$25.6万9,612股$25.6万9,612股00.00%持仓不变
Q高通QCOM
0.19%0.19%$25.5万1,600股$25.5万1,600股00.00%持仓不变
波音BA
0.19%0.19%$25.4万1,211股$25.4万1,211股00.00%持仓不变
家得宝HD
0.19%0.19%$25.2万686股$25.2万686股00.00%持仓不变
V先锋领航指数基金VTV
0.18%0.18%$24.2万1,371股$24.2万1,371股00.00%持仓不变
S嘉信策略信托SCHE
0.18%0.18%$24.1万7,992股$24.1万7,992股00.00%持仓不变

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