VW

Vance Wealth, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$3.5亿

申报季度: 2026-03-31 · 持股只数: 118

VANCE WEALTH, LLC在最新一期 13F 报告中披露了 118 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 8.1%。

浏览其他1 亿至 10 亿美元机构浏览其他以“V”开头的机构

机构性格雪花图

集中度
28.43
持仓稳定性
8.12
动能／逆势
100
行业集中度
55.19
多样化
100
仓位均衡度
72.71

近期动向

  • 加仓 DFIV

    +43.1%　US$181.4万

  • 加仓 DFAE

    +43.9%　US$161.2万

  • 减仓 DFAC

    +2.8%　US$67.5万

  • 加仓 DUSB

    +44.7%　US$150.1万

  • 减仓 BITB

    -32.1%　-US$116.8万

  • 加仓 DFLV

    +14.6%　US$133.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFACDimensional US Core Equity 2ETF-其他21.99%-0.42%+2.79%
2DFAXDimensional World Ex US CoreETF-其他10.91%-0.08%-1.71%
3VONGVanguard Russell 1000 GrowthETF-其他4.00%-0.20%+8.83%
4PGProcter & Gamble Co/the股票-非周期性消费3.48%—+0.28%
5AAPLApple INC股票-科技3.24%-0.15%+5.31%
6DFATDimensional US Target ValueETF-其他3.00%+0.10%+1.54%
7DUHPDimensional US High Profi EtETF-其他2.72%—+2.48%
8DFLVDim US Large Cap Value ETFETF-大型股与成长2.34%+0.32%+14.59%
9QQQMInvesco Nasdaq 100 ETFETF-科技型2.30%-0.16%+2.33%
10IWPIshares Russell Mid-cap GrowETF-其他1.76%-0.12%+2.87%
11QQQInvesco Qqq Trust Series 1ETF-科技型1.72%-0.20%-1.81%
12DFIVDimensional International VaETF-其他1.54%+0.49%+43.12%
13VIGIVanguard Int Div App Indx FdETF-其他1.42%+0.23%+26.75%
14DFAEDimensional Emerging Core EqETF-新兴市场1.40%+0.43%+43.89%
15DUSBDimension Ultrashort Fi ETFETF-其他1.40%+0.41%+44.67%
16JNJJohnson & Johnson股票-医疗保健1.39%+0.20%+1.34%
17VONVVanguard Russell 1000 ValueETF-其他1.37%—-4.24%
18IEMGIshares Core Msci EmergingETF-新兴市场1.37%—-2.87%
19IWFIshares Russell 1000 GrowthETF-其他1.36%-0.18%+0.72%
20NVDANvidia CORP股票-科技1.33%+0.12%+20.15%
21BRK-BBerkshire Hathaway Inc-cl B股票-其他1.31%+0.03%+10.63%
22IWOIshares Russell 2000 GrowthETF-中小型股1.27%+0.04%+8.77%
23AMZNAmazon.com INC股票-周期性消费1.09%+0.06%+20.62%
24EFVIshares Msci Eafe Value ETFETF-其他1.09%—-3.92%
25TSLATesla INC股票-周期性消费1.04%-0.20%+4.97%
26DFSVDimensional US Small Cap ValETF-中小型股0.99%+0.14%+12.78%
27IWSIshares Russell Mid-cap ValuETF-其他0.98%—-2.53%
28IVLUIshares Msci International VETF-其他0.93%—-4.54%
29EZBCFranklin Bitcoin ETFETF-加密货币0.83%+0.08%+48.10%
30METAMeta Platforms Inc-class A股票-通信服务0.81%+0.10%+34.88%
31DFISDimensional International SmETF-其他0.80%+0.21%+37.41%
32SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.79%—-1.31%
33IWNIshares Russell 2000 Value EETF-中小型股0.70%—-3.02%
34IJKIshares S&p Mid-cap 400 GrowETF-其他0.68%—-9.32%
35SCZIshares Msci Eafe Small-capETF-其他0.67%—-3.72%
36EFGIshares Msci Eafe Growth ETFETF-其他0.66%—-2.67%
37EEMIshares Msci Emerging MarketETF-新兴市场0.65%—-3.97%
38SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.64%-0.10%-3.31%
39MSFTMicrosoft CORP股票-科技0.60%-0.14%+9.02%
40IJJIshares S&p Mid-cap 400 ValuETF-其他0.55%-0.10%-13.82%
41GOOGAlphabet Inc-cl C股票-通信服务0.53%-0.06%-0.67%
42VBRVanguard Small-cap Value ETFETF-其他0.52%—-3.16%
43MDTMedtronic plc股票-医疗保健0.48%-0.06%-0.31%
44GOOGLAlphabet Inc-cl A股票-通信服务0.44%-0.08%-4.59%
45VSSVanguard Ftse All Wo X-us ScETF-其他0.43%—-9.37%
46BRK-ABerkshire Hathaway Inc-cl A股票-其他0.41%——
47COSTCostco Wholesale CORP股票-非周期性消费0.40%+0.15%+45.28%
48XOMExxon Mobil CORP股票-能源0.38%+0.14%+13.78%
49BITBBitwise Bitcoin ETFETF-加密货币0.37%-0.36%-32.05%
50BACBank Of America CORP股票-金融0.31%+0.10%+66.56%
1–50 of 118

本季持股变动

Vance Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Paypal Holdings INC (PYPL); 清仓: Vanguard Dividend Apprec ETF (VIG); 新建仓: Phillips 66 (PSX); 新建仓: Pimco Enhanced Short Maturit (MINT).

Vance Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DFIVDimensional International Va+0.5%+43.12%加仓
2DFAEDimensional Emerging Core Eq+0.4%+43.89%加仓
3DUSBDimension Ultrashort Fi ETF+0.4%+44.67%加仓
4DFLVDim US Large Cap Value ETF+0.3%+14.59%加仓
5VIGIVanguard Int Div App Indx Fd+0.2%+26.75%加仓
6DFISDimensional International Sm+0.2%+37.41%加仓
7JNJJohnson & Johnson+0.2%+1.34%加仓
8COSTCostco Wholesale CORP+0.2%+45.28%加仓
9DFSVDimensional US Small Cap Val+0.1%+12.78%加仓
10XOMExxon Mobil CORP+0.1%+13.78%加仓
11NVDANvidia CORP+0.1%+20.15%加仓
12DFATDimensional US Target Value+0.1%+1.54%加仓
13METAMeta Platforms Inc-class A+0.1%+34.88%加仓
14BACBank Of America CORP+0.1%+66.56%加仓
15EZBCFranklin Bitcoin ETF+0.1%+48.10%加仓
16AMZNAmazon.com INC+0.1%+20.62%加仓
17AMDAdvanced Micro Devices+0.1%+77.48%加仓
18VVisa Inc-class A Shares+0.1%+74.90%加仓
19EQIXEquinix INC+0.1%—不变
20CVXChevron CORP+0.1%+3.13%加仓
21IWOIshares Russell 2000 Growth0%+8.77%加仓
22BRK-BBerkshire Hathaway Inc-cl B0%+10.63%加仓
23INTUIntuit INC-0.1%+12.58%加仓
24GOOGAlphabet Inc-cl C-0.1%-0.67%减仓
25MDTMedtronic plc-0.1%-0.31%减仓
26CBRECbre Group INC - A-0.1%-10.87%减仓
27DFAXDimensional World Ex US Core-0.1%-1.71%减仓
28GOOGLAlphabet Inc-cl A-0.1%-4.59%减仓
29IJJIshares S&p Mid-cap 400 Valu-0.1%-13.82%减仓
30SPYGSs Spdr P S&p 500 Growth ETF-0.1%-3.31%减仓
31IWPIshares Russell Mid-cap Grow-0.1%+2.87%加仓
32IWDIshares Russell 1000 Value E-0.1%-41.21%减仓
33MSFTMicrosoft CORP-0.1%+9.02%加仓
34AAPLApple INC-0.2%+5.31%加仓
35QQQMInvesco Nasdaq 100 ETF-0.2%+2.33%加仓
36IWFIshares Russell 1000 Growth-0.2%+0.72%加仓
37TSLATesla INC-0.2%+4.97%加仓
38QQQInvesco Qqq Trust Series 1-0.2%-1.81%减仓
39VONGVanguard Russell 1000 Growth-0.2%+8.83%加仓
40BITBBitwise Bitcoin ETF-0.4%-32.05%减仓
41DFACDimensional US Core Equity 2-0.4%+2.79%加仓
42IBITIshares Bitcoin Trust ETF—NEW新建仓
43PYPLPaypal Holdings INC—EXIT清仓
44VIGVanguard Dividend Apprec ETF—EXIT清仓
45PSXPhillips 66—NEW新建仓
46MINTPimco Enhanced Short Maturit—NEW新建仓
47RTXRtx CORP—EXIT清仓
48VEAVanguard Ftse Developed ETF—NEW新建仓
49AMGNAmgen INC—EXIT清仓
50ETNEaton Corporation plc—NEW新建仓

FAQ

Vance Wealth, LLC 是什么机构？属于哪种投资人类型？
Vance Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 118 个已申报仓位之中。
Vance Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Vance Wealth, LLC 按市值排列的前几大持股为： 1. Dimensional US Core Equity 2 (DFAC) — US$7612.5万 (22.0%) 2. Dimensional World Ex US Core (DFAX) — US$3776.2万 (10.9%) 3. Vanguard Russell 1000 Growth (VONG) — US$1385.3万 (4.0%) 4. Procter & Gamble Co/the (PG) — US$1204.7万 (3.5%) 5. Apple INC (AAPL) — US$1120.6万 (3.2%)
Vance Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Vance Wealth, LLC 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 30 个既有持股、减仓 10 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Paypal Holdings INC (PYPL); 清仓: Vanguard Dividend Apprec ETF (VIG); 新建仓: Phillips 66 (PSX); 新建仓: Pimco Enhanced Short Maturit (MINT)
Vance Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Vance Wealth, LLC 的主要板块分布如下： • Information Technology: 30.4% • Consumer Staples: 21.1% • Financials: 11.4% • Communication Services: 11.1% • Consumer Discretionary: 10.9% • Health Care: 8.5%

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